Civic Intelligence

Access Plans LLC

Plan context: Rms Easyplan

EIN 85-3473108 • Wylie, TX • 12 filings • 5 plans

940 W. Fm 544 Unit 1749Wylie, TX 75098
Current Snapshot

Latest Year

2024

2024 Participants

7,415

2024 Assets

$226,162,227

2024 Contributions

$33,569,035

Historical Graphs

Total Assets Over Time

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

$226,162,227$113,081,114$0202120232024YearValue
$226,162,227Latest year 2024

Participants Over Time

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

7,4153,7080202120232024YearValue
7,415Latest year 2024

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
202457,415$226,162,227$33,569,035$4,527iApproximate average salary by contribution assumption: employee only about $113,179 at 4% or $75,453 at 6%; with 50% employer match about $75,453 at 4% or $50,302 at 6%; with 100% employer match about $56,590 at 4% or $37,726 at 6%.
Rms Easyplan-3,738$125,876,696$24,111,057$6,450iApproximate average salary by contribution assumption: employee only about $161,256 at 4% or $107,504 at 6%; with 50% employer match about $107,504 at 4% or $71,670 at 6%; with 100% employer match about $80,628 at 4% or $53,752 at 6%.
Access Pooled Employer Plan- Series II-7,415$74,878,950$7,441,745$1,004iApproximate average salary by contribution assumption: employee only about $25,090 at 4% or $16,727 at 6%; with 50% employer match about $16,727 at 4% or $11,151 at 6%; with 100% employer match about $12,545 at 4% or $8,363 at 6%.
Rms Easyplan -403(B)-930$23,059,530$1,578,400$1,697iApproximate average salary by contribution assumption: employee only about $42,430 at 4% or $28,287 at 6%; with 50% employer match about $28,287 at 4% or $18,858 at 6%; with 100% employer match about $21,215 at 4% or $14,143 at 6%.
Access Solo Pooled Employer Plan - Series 1-17$2,347,051$437,833$25,755iApproximate average salary by contribution assumption: employee only about $643,872 at 4% or $429,248 at 6%; with 50% employer match about $429,248 at 4% or $286,165 at 6%; with 100% employer match about $321,936 at 4% or $214,624 at 6%.
The Access Pooled Employer Plan - Series 1-0---
202343,303$66,106,701$12,934,310$3,916iApproximate average salary by contribution assumption: employee only about $97,898 at 4% or $65,265 at 6%; with 50% employer match about $65,265 at 4% or $43,510 at 6%; with 100% employer match about $48,949 at 4% or $32,633 at 6%.
The Access Pooled Employer Plan - Series 1-3,303$36,069,762$10,847,332$3,284iApproximate average salary by contribution assumption: employee only about $82,102 at 4% or $54,735 at 6%; with 50% employer match about $54,735 at 4% or $36,490 at 6%; with 100% employer match about $41,051 at 4% or $27,367 at 6%.
Access Pooled Employer Plan- Series II-825$16,592,622$446,003$541iApproximate average salary by contribution assumption: employee only about $13,515 at 4% or $9,010 at 6%; with 50% employer match about $9,010 at 4% or $6,007 at 6%; with 100% employer match about $6,758 at 4% or $4,505 at 6%.
Rms Easyplan-578$11,851,102$1,354,193$2,343iApproximate average salary by contribution assumption: employee only about $58,572 at 4% or $39,048 at 6%; with 50% employer match about $39,048 at 4% or $26,032 at 6%; with 100% employer match about $29,286 at 4% or $19,524 at 6%.
Access Solo Pooled Employer Plan - Series 1-15$1,593,215$286,782$19,119iApproximate average salary by contribution assumption: employee only about $477,970 at 4% or $318,647 at 6%; with 50% employer match about $318,647 at 4% or $212,431 at 6%; with 100% employer match about $238,985 at 4% or $159,323 at 6%.
202223,454$36,847,719$5,913,803$1,712iApproximate average salary by contribution assumption: employee only about $42,804 at 4% or $28,536 at 6%; with 50% employer match about $28,536 at 4% or $19,024 at 6%; with 100% employer match about $21,402 at 4% or $14,268 at 6%.
The Access Pooled Employer Plan - Series 1-3,454$36,791,347$5,857,203$1,696iApproximate average salary by contribution assumption: employee only about $42,394 at 4% or $28,263 at 6%; with 50% employer match about $28,263 at 4% or $18,842 at 6%; with 100% employer match about $21,197 at 4% or $14,131 at 6%.
Access Solo Pooled Employer Plan - Series 1-4$56,372$56,600$14,150iApproximate average salary by contribution assumption: employee only about $353,750 at 4% or $235,833 at 6%; with 50% employer match about $235,833 at 4% or $157,222 at 6%; with 100% employer match about $176,875 at 4% or $117,917 at 6%.
202111,158$17,185,170$1,442,644$1,246iApproximate average salary by contribution assumption: employee only about $31,145 at 4% or $20,763 at 6%; with 50% employer match about $20,763 at 4% or $13,842 at 6%; with 100% employer match about $15,573 at 4% or $10,382 at 6%.
The Access Pooled Employer Plan - Series 1-1,158$17,185,170$1,442,644$1,246iApproximate average salary by contribution assumption: employee only about $31,145 at 4% or $20,763 at 6%; with 50% employer match about $20,763 at 4% or $13,842 at 6%; with 100% employer match about $15,573 at 4% or $10,382 at 6%.