Civic Intelligence

Retirement Financial Services Inc.

Plan context: Retirement Financial Services Inc. 401(K) Plan Qrp

EIN 86-0551569 • Tucson, AZ • 24 filings • 4 plans

6300 E. El Dorado PlazaSuite A-200Tucson, AZ 85715
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$1,706,499

2019 Contributions

$84,550

Historical Graphs

Total Assets Over Time

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

$1,706,499$853,250$0200820142019YearValue
$1,706,499Latest year 2019

Participants Over Time

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

950200820142019YearValue
5Latest year 2019

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
201915$1,706,499$84,550$16,910iApproximate average salary by contribution assumption: employee only about $422,750 at 4% or $281,833 at 6%; with 50% employer match about $281,833 at 4% or $187,889 at 6%; with 100% employer match about $211,375 at 4% or $140,917 at 6%.
Retirement Financial Services Inc. 401(K) Plan Qrp-5$1,706,499$84,550$16,910iApproximate average salary by contribution assumption: employee only about $422,750 at 4% or $281,833 at 6%; with 50% employer match about $281,833 at 4% or $187,889 at 6%; with 100% employer match about $211,375 at 4% or $140,917 at 6%.
201816$1,520,593$84,599$14,100iApproximate average salary by contribution assumption: employee only about $352,496 at 4% or $234,997 at 6%; with 50% employer match about $234,997 at 4% or $156,665 at 6%; with 100% employer match about $176,248 at 4% or $117,499 at 6%.
Retirement Financial Services Inc. 401(K) Plan Qrp-6$1,520,593$84,599$14,100iApproximate average salary by contribution assumption: employee only about $352,496 at 4% or $234,997 at 6%; with 50% employer match about $234,997 at 4% or $156,665 at 6%; with 100% employer match about $176,248 at 4% or $117,499 at 6%.
201716$1,531,102$69,311$11,552iApproximate average salary by contribution assumption: employee only about $288,796 at 4% or $192,531 at 6%; with 50% employer match about $192,531 at 4% or $128,354 at 6%; with 100% employer match about $144,398 at 4% or $96,265 at 6%.
Retirement Financial Services Inc. 401(K) Plan Qrp-6$1,531,102$69,311$11,552iApproximate average salary by contribution assumption: employee only about $288,796 at 4% or $192,531 at 6%; with 50% employer match about $192,531 at 4% or $128,354 at 6%; with 100% employer match about $144,398 at 4% or $96,265 at 6%.
201617$1,313,728$652,153$93,165iApproximate average salary by contribution assumption: employee only about $2,329,118 at 4% or $1,552,745 at 6%; with 50% employer match about $1,552,745 at 4% or $1,035,163 at 6%; with 100% employer match about $1,164,559 at 4% or $776,373 at 6%.
Retirement Financial Services Inc. 401(K) Plan Qrp-7$1,313,728$652,153$93,165iApproximate average salary by contribution assumption: employee only about $2,329,118 at 4% or $1,552,745 at 6%; with 50% employer match about $1,552,745 at 4% or $1,035,163 at 6%; with 100% employer match about $1,164,559 at 4% or $776,373 at 6%.
201537$740,162$79,294$11,328iApproximate average salary by contribution assumption: employee only about $283,193 at 4% or $188,795 at 6%; with 50% employer match about $188,795 at 4% or $125,863 at 6%; with 100% employer match about $141,596 at 4% or $94,398 at 6%.
Retirement Financial Services Inc. 401(K) Plan Qrp-7$638,706$70,115$10,016iApproximate average salary by contribution assumption: employee only about $250,411 at 4% or $166,940 at 6%; with 50% employer match about $166,940 at 4% or $111,294 at 6%; with 100% employer match about $125,205 at 4% or $83,470 at 6%.
Retirement Financial Services Profit Sharing Plan-6$101,456$9,179$1,530iApproximate average salary by contribution assumption: employee only about $38,246 at 4% or $25,497 at 6%; with 50% employer match about $25,497 at 4% or $16,998 at 6%; with 100% employer match about $19,123 at 4% or $12,749 at 6%.
Retirement Financial Services Defined Benefit Plan-0$0--
201437$1,129,183$180,743$25,820iApproximate average salary by contribution assumption: employee only about $645,511 at 4% or $430,340 at 6%; with 50% employer match about $430,340 at 4% or $286,894 at 6%; with 100% employer match about $322,755 at 4% or $215,170 at 6%.
Retirement Financial Services Inc. 401(K) Plan Qrp-7$599,980$65,941$9,420iApproximate average salary by contribution assumption: employee only about $235,504 at 4% or $157,002 at 6%; with 50% employer match about $157,002 at 4% or $104,668 at 6%; with 100% employer match about $117,752 at 4% or $78,501 at 6%.
Retirement Financial Services Defined Benefit Plan-6$433,658$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Retirement Financial Services Profit Sharing Plan-6$95,545$14,802$2,467iApproximate average salary by contribution assumption: employee only about $61,675 at 4% or $41,117 at 6%; with 50% employer match about $41,117 at 4% or $27,411 at 6%; with 100% employer match about $30,838 at 4% or $20,558 at 6%.
201338$1,035,031$150,449$18,806iApproximate average salary by contribution assumption: employee only about $470,153 at 4% or $313,435 at 6%; with 50% employer match about $313,435 at 4% or $208,957 at 6%; with 100% employer match about $235,077 at 4% or $156,718 at 6%.
Retirement Financial Services Inc. 401(K) Plan Qrp-8$599,728$56,730$7,091iApproximate average salary by contribution assumption: employee only about $177,281 at 4% or $118,188 at 6%; with 50% employer match about $118,188 at 4% or $78,792 at 6%; with 100% employer match about $88,641 at 4% or $59,094 at 6%.
Retirement Financial Services Defined Benefit Plan-7$351,043$77,325$11,046iApproximate average salary by contribution assumption: employee only about $276,161 at 4% or $184,107 at 6%; with 50% employer match about $184,107 at 4% or $122,738 at 6%; with 100% employer match about $138,080 at 4% or $92,054 at 6%.
Retirement Financial Services Profit Sharing Plan-7$84,260$16,394$2,342iApproximate average salary by contribution assumption: employee only about $58,550 at 4% or $39,033 at 6%; with 50% employer match about $39,033 at 4% or $26,022 at 6%; with 100% employer match about $29,275 at 4% or $19,517 at 6%.
201239$1,106,007$74,676$8,297iApproximate average salary by contribution assumption: employee only about $207,433 at 4% or $138,289 at 6%; with 50% employer match about $138,289 at 4% or $92,193 at 6%; with 100% employer match about $103,717 at 4% or $69,144 at 6%.
Retirement Financial Services Inc. 401(K) Plan Qrp-9$759,397$69,001$7,667iApproximate average salary by contribution assumption: employee only about $191,669 at 4% or $127,780 at 6%; with 50% employer match about $127,780 at 4% or $85,186 at 6%; with 100% employer match about $95,835 at 4% or $63,890 at 6%.
Retirement Financial Services Defined Benefit Plan-7$279,395--
Retirement Financial Services Profit Sharing Plan-7$67,215$5,675$811iApproximate average salary by contribution assumption: employee only about $20,268 at 4% or $13,512 at 6%; with 50% employer match about $13,512 at 4% or $9,008 at 6%; with 100% employer match about $10,134 at 4% or $6,756 at 6%.
201139$1,008,413$149,767$16,641iApproximate average salary by contribution assumption: employee only about $416,019 at 4% or $277,346 at 6%; with 50% employer match about $277,346 at 4% or $184,898 at 6%; with 100% employer match about $208,010 at 4% or $138,673 at 6%.
Retirement Financial Services Inc. 401(K) Plan Qrp-9$671,776$66,074$7,342iApproximate average salary by contribution assumption: employee only about $183,539 at 4% or $122,359 at 6%; with 50% employer match about $122,359 at 4% or $81,573 at 6%; with 100% employer match about $91,769 at 4% or $61,180 at 6%.
Retirement Financial Services Defined Benefit Plan-7$275,801$53,733$7,676iApproximate average salary by contribution assumption: employee only about $191,904 at 4% or $127,936 at 6%; with 50% employer match about $127,936 at 4% or $85,290 at 6%; with 100% employer match about $95,952 at 4% or $63,968 at 6%.
Retirement Financial Services Profit Sharing Plan-7$60,836$29,960$4,280iApproximate average salary by contribution assumption: employee only about $107,000 at 4% or $71,333 at 6%; with 50% employer match about $71,333 at 4% or $47,556 at 6%; with 100% employer match about $53,500 at 4% or $35,667 at 6%.
201039$931,711$351,821$39,091iApproximate average salary by contribution assumption: employee only about $977,281 at 4% or $651,520 at 6%; with 50% employer match about $651,520 at 4% or $434,347 at 6%; with 100% employer match about $488,640 at 4% or $325,760 at 6%.
Retirement Financial Services Inc. 401(K) Plan Qrp-9$654,326$74,436$8,271iApproximate average salary by contribution assumption: employee only about $206,767 at 4% or $137,844 at 6%; with 50% employer match about $137,844 at 4% or $91,896 at 6%; with 100% employer match about $103,383 at 4% or $68,922 at 6%.
Retirement Financial Services Defined Benefit Plan-7$243,000$243,000$34,714iApproximate average salary by contribution assumption: employee only about $867,857 at 4% or $578,571 at 6%; with 50% employer match about $578,571 at 4% or $385,714 at 6%; with 100% employer match about $433,929 at 4% or $289,286 at 6%.
Retirement Financial Services Profit Sharing Plan-5$34,385$34,385$6,877iApproximate average salary by contribution assumption: employee only about $171,925 at 4% or $114,617 at 6%; with 50% employer match about $114,617 at 4% or $76,411 at 6%; with 100% employer match about $85,963 at 4% or $57,308 at 6%.
200919$561,344$66,450$7,383iApproximate average salary by contribution assumption: employee only about $184,583 at 4% or $123,056 at 6%; with 50% employer match about $123,056 at 4% or $82,037 at 6%; with 100% employer match about $92,292 at 4% or $61,528 at 6%.
Retirement Financial Services Inc. 401(K) Plan Qrp-9$561,344$66,450$7,383iApproximate average salary by contribution assumption: employee only about $184,583 at 4% or $123,056 at 6%; with 50% employer match about $123,056 at 4% or $82,037 at 6%; with 100% employer match about $92,292 at 4% or $61,528 at 6%.
200819$448,880$727,715$80,857iApproximate average salary by contribution assumption: employee only about $2,021,431 at 4% or $1,347,620 at 6%; with 50% employer match about $1,347,620 at 4% or $898,414 at 6%; with 100% employer match about $1,010,715 at 4% or $673,810 at 6%.
Retirement Financial Services Inc. 401(K) Plan Qrp-9$448,880$727,715$80,857iApproximate average salary by contribution assumption: employee only about $2,021,431 at 4% or $1,347,620 at 6%; with 50% employer match about $1,347,620 at 4% or $898,414 at 6%; with 100% employer match about $1,010,715 at 4% or $673,810 at 6%.