Civic Intelligence

RETURN ON LIFE, LLC

Plan context: RETURN ON LIFE 401(K) PLAN

EIN 83-3669011 • Plano, TX • 6 filings • 3 plans

5600 Tennyson ParkwaySuite 130Plano, TX 75024
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$392,669

2025 Contributions

$39,628

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$392,669$196,335$0202020232025YearValue
$392,669Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530202020232025YearValue
5Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202515$392,669$39,628$7,926iApproximate average salary by contribution assumption: employee only about $198,140 at 4% or $132,093 at 6%; with 50% employer match about $132,093 at 4% or $88,062 at 6%; with 100% employer match about $99,070 at 4% or $66,047 at 6%.
RETURN ON LIFE 401(K) PLAN-5$392,669$39,628$7,926iApproximate average salary by contribution assumption: employee only about $198,140 at 4% or $132,093 at 6%; with 50% employer match about $132,093 at 4% or $88,062 at 6%; with 100% employer match about $99,070 at 4% or $66,047 at 6%.
202415$326,703$73,557$14,711iApproximate average salary by contribution assumption: employee only about $367,785 at 4% or $245,190 at 6%; with 50% employer match about $245,190 at 4% or $163,460 at 6%; with 100% employer match about $183,893 at 4% or $122,595 at 6%.
RETURN ON LIFE 401(K) PLAN-5$326,703$73,557$14,711iApproximate average salary by contribution assumption: employee only about $367,785 at 4% or $245,190 at 6%; with 50% employer match about $245,190 at 4% or $163,460 at 6%; with 100% employer match about $183,893 at 4% or $122,595 at 6%.
202315$245,399$39,393$7,879iApproximate average salary by contribution assumption: employee only about $196,965 at 4% or $131,310 at 6%; with 50% employer match about $131,310 at 4% or $87,540 at 6%; with 100% employer match about $98,483 at 4% or $65,655 at 6%.
RETURN ON LIFE 401(K) PLAN-5$245,399$39,393$7,879iApproximate average salary by contribution assumption: employee only about $196,965 at 4% or $131,310 at 6%; with 50% employer match about $131,310 at 4% or $87,540 at 6%; with 100% employer match about $98,483 at 4% or $65,655 at 6%.
202214$191,163$89,754$22,439iApproximate average salary by contribution assumption: employee only about $560,963 at 4% or $373,975 at 6%; with 50% employer match about $373,975 at 4% or $249,317 at 6%; with 100% employer match about $280,481 at 4% or $186,988 at 6%.
RETURN ON LIFE 401(K) PLAN-4$191,163$89,754$22,439iApproximate average salary by contribution assumption: employee only about $560,963 at 4% or $373,975 at 6%; with 50% employer match about $373,975 at 4% or $249,317 at 6%; with 100% employer match about $280,481 at 4% or $186,988 at 6%.
202112$128,758$24,845$12,423iApproximate average salary by contribution assumption: employee only about $310,563 at 4% or $207,042 at 6%; with 50% employer match about $207,042 at 4% or $138,028 at 6%; with 100% employer match about $155,281 at 4% or $103,521 at 6%.
RETURN ON LIFE, 401(K) PLAN-2$128,758$24,845$12,423iApproximate average salary by contribution assumption: employee only about $310,563 at 4% or $207,042 at 6%; with 50% employer match about $207,042 at 4% or $138,028 at 6%; with 100% employer match about $155,281 at 4% or $103,521 at 6%.
202012$95,784$92,701$46,351iApproximate average salary by contribution assumption: employee only about $1,158,763 at 4% or $772,508 at 6%; with 50% employer match about $772,508 at 4% or $515,006 at 6%; with 100% employer match about $579,381 at 4% or $386,254 at 6%.
CONFIDENT TRUSTED ADVISOR 401(K) PLAN-2$95,784$92,701$46,351iApproximate average salary by contribution assumption: employee only about $1,158,763 at 4% or $772,508 at 6%; with 50% employer match about $772,508 at 4% or $515,006 at 6%; with 100% employer match about $579,381 at 4% or $386,254 at 6%.