Civic Intelligence

Retirement & Estate Advisors Inc.

Plan context: Retirement & Estate Advisors Inc. 401K Plan

EIN 84-1251390 • Fort Collins, CO • 15 filings • 2 plans

4703 Boardwalk DriveBldg B, Suite 1Fort Collins, CO 80525
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$350

2021 Contributions

$23,858

Historical Graphs

Total Assets Over Time

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

$505,319$252,660$0200820152021YearValue
$350Latest year 2021

Participants Over Time

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

630200820142020YearValue
5Latest year 2020

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
202120$350$23,858-
Retirement & Estate Advisors Inc. 401K Plan-0$350$23,858-
Retirement & Estate Advisors Inc. 401K Plan-0$0--
202015$367,457$36,172$7,234iApproximate average salary by contribution assumption: employee only about $180,860 at 4% or $120,573 at 6%; with 50% employer match about $120,573 at 4% or $80,382 at 6%; with 100% employer match about $90,430 at 4% or $60,287 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-5$367,457$36,172$7,234iApproximate average salary by contribution assumption: employee only about $180,860 at 4% or $120,573 at 6%; with 50% employer match about $120,573 at 4% or $80,382 at 6%; with 100% employer match about $90,430 at 4% or $60,287 at 6%.
201914$462,181$36,824$9,206iApproximate average salary by contribution assumption: employee only about $230,150 at 4% or $153,433 at 6%; with 50% employer match about $153,433 at 4% or $102,289 at 6%; with 100% employer match about $115,075 at 4% or $76,717 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-4$462,181$36,824$9,206iApproximate average salary by contribution assumption: employee only about $230,150 at 4% or $153,433 at 6%; with 50% employer match about $153,433 at 4% or $102,289 at 6%; with 100% employer match about $115,075 at 4% or $76,717 at 6%.
201816$342,277$35,158$5,860iApproximate average salary by contribution assumption: employee only about $146,492 at 4% or $97,661 at 6%; with 50% employer match about $97,661 at 4% or $65,107 at 6%; with 100% employer match about $73,246 at 4% or $48,831 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-6$342,277$35,158$5,860iApproximate average salary by contribution assumption: employee only about $146,492 at 4% or $97,661 at 6%; with 50% employer match about $97,661 at 4% or $65,107 at 6%; with 100% employer match about $73,246 at 4% or $48,831 at 6%.
201715$490,670$30,460$6,092iApproximate average salary by contribution assumption: employee only about $152,300 at 4% or $101,533 at 6%; with 50% employer match about $101,533 at 4% or $67,689 at 6%; with 100% employer match about $76,150 at 4% or $50,767 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-5$490,670$30,460$6,092iApproximate average salary by contribution assumption: employee only about $152,300 at 4% or $101,533 at 6%; with 50% employer match about $101,533 at 4% or $67,689 at 6%; with 100% employer match about $76,150 at 4% or $50,767 at 6%.
201614$386,550$37,206$9,302iApproximate average salary by contribution assumption: employee only about $232,538 at 4% or $155,025 at 6%; with 50% employer match about $155,025 at 4% or $103,350 at 6%; with 100% employer match about $116,269 at 4% or $77,513 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-4$386,550$37,206$9,302iApproximate average salary by contribution assumption: employee only about $232,538 at 4% or $155,025 at 6%; with 50% employer match about $155,025 at 4% or $103,350 at 6%; with 100% employer match about $116,269 at 4% or $77,513 at 6%.
201514$329,159$50,838$12,710iApproximate average salary by contribution assumption: employee only about $317,738 at 4% or $211,825 at 6%; with 50% employer match about $211,825 at 4% or $141,217 at 6%; with 100% employer match about $158,869 at 4% or $105,913 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-4$329,159$50,838$12,710iApproximate average salary by contribution assumption: employee only about $317,738 at 4% or $211,825 at 6%; with 50% employer match about $211,825 at 4% or $141,217 at 6%; with 100% employer match about $158,869 at 4% or $105,913 at 6%.
201415$505,319$61,938$12,388iApproximate average salary by contribution assumption: employee only about $309,690 at 4% or $206,460 at 6%; with 50% employer match about $206,460 at 4% or $137,640 at 6%; with 100% employer match about $154,845 at 4% or $103,230 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-5$505,319$61,938$12,388iApproximate average salary by contribution assumption: employee only about $309,690 at 4% or $206,460 at 6%; with 50% employer match about $206,460 at 4% or $137,640 at 6%; with 100% employer match about $154,845 at 4% or $103,230 at 6%.
201314$460,660$63,141$15,785iApproximate average salary by contribution assumption: employee only about $394,631 at 4% or $263,088 at 6%; with 50% employer match about $263,088 at 4% or $175,392 at 6%; with 100% employer match about $197,316 at 4% or $131,544 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-4$460,660$63,141$15,785iApproximate average salary by contribution assumption: employee only about $394,631 at 4% or $263,088 at 6%; with 50% employer match about $263,088 at 4% or $175,392 at 6%; with 100% employer match about $197,316 at 4% or $131,544 at 6%.
201215$397,632$60,195$12,039iApproximate average salary by contribution assumption: employee only about $300,975 at 4% or $200,650 at 6%; with 50% employer match about $200,650 at 4% or $133,767 at 6%; with 100% employer match about $150,488 at 4% or $100,325 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-5$397,632$60,195$12,039iApproximate average salary by contribution assumption: employee only about $300,975 at 4% or $200,650 at 6%; with 50% employer match about $200,650 at 4% or $133,767 at 6%; with 100% employer match about $150,488 at 4% or $100,325 at 6%.
201115$318,559$78,281$15,656iApproximate average salary by contribution assumption: employee only about $391,405 at 4% or $260,937 at 6%; with 50% employer match about $260,937 at 4% or $173,958 at 6%; with 100% employer match about $195,703 at 4% or $130,468 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-5$318,559$78,281$15,656iApproximate average salary by contribution assumption: employee only about $391,405 at 4% or $260,937 at 6%; with 50% employer match about $260,937 at 4% or $173,958 at 6%; with 100% employer match about $195,703 at 4% or $130,468 at 6%.
201015$258,046$81,360$16,272iApproximate average salary by contribution assumption: employee only about $406,800 at 4% or $271,200 at 6%; with 50% employer match about $271,200 at 4% or $180,800 at 6%; with 100% employer match about $203,400 at 4% or $135,600 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-5$258,046$81,360$16,272iApproximate average salary by contribution assumption: employee only about $406,800 at 4% or $271,200 at 6%; with 50% employer match about $271,200 at 4% or $180,800 at 6%; with 100% employer match about $203,400 at 4% or $135,600 at 6%.
200915$144,580$69,758$13,952iApproximate average salary by contribution assumption: employee only about $348,790 at 4% or $232,527 at 6%; with 50% employer match about $232,527 at 4% or $155,018 at 6%; with 100% employer match about $174,395 at 4% or $116,263 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-5$144,580$69,758$13,952iApproximate average salary by contribution assumption: employee only about $348,790 at 4% or $232,527 at 6%; with 50% employer match about $232,527 at 4% or $155,018 at 6%; with 100% employer match about $174,395 at 4% or $116,263 at 6%.
200815$50,140$71,404$14,281iApproximate average salary by contribution assumption: employee only about $357,020 at 4% or $238,013 at 6%; with 50% employer match about $238,013 at 4% or $158,676 at 6%; with 100% employer match about $178,510 at 4% or $119,007 at 6%.
Retirement & Estate Advisors Inc. 401K Plan-5$50,140$71,404$14,281iApproximate average salary by contribution assumption: employee only about $357,020 at 4% or $238,013 at 6%; with 50% employer match about $238,013 at 4% or $158,676 at 6%; with 100% employer match about $178,510 at 4% or $119,007 at 6%.