Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$308,000
2024 Contributions
$105,500
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $308,000 | $105,500 | $105,500iApproximate average salary by contribution assumption: employee only about $2,637,500 at 4% or $1,758,333 at 6%; with 50% employer match about $1,758,333 at 4% or $1,172,222 at 6%; with 100% employer match about $1,318,750 at 4% or $879,167 at 6%. |
| Client Rise Inc. Retirement Plan | - | 1 | $308,000 | $105,500 | $105,500iApproximate average salary by contribution assumption: employee only about $2,637,500 at 4% or $1,758,333 at 6%; with 50% employer match about $1,758,333 at 4% or $1,172,222 at 6%; with 100% employer match about $1,318,750 at 4% or $879,167 at 6%. |
| 2023 | 1 | 1 | $308,000 | $58,000 | $58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%. |
| Client Rise Inc. Retirement Plan | - | 1 | $308,000 | $58,000 | $58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%. |
| 2022 | 1 | 1 | $280,000 | $280,030 | $280,030iApproximate average salary by contribution assumption: employee only about $7,000,750 at 4% or $4,667,167 at 6%; with 50% employer match about $4,667,167 at 4% or $3,111,444 at 6%; with 100% employer match about $3,500,375 at 4% or $2,333,583 at 6%. |
| Client Rise Inc. Retirement Plan | - | 1 | $280,000 | $280,030 | $280,030iApproximate average salary by contribution assumption: employee only about $7,000,750 at 4% or $4,667,167 at 6%; with 50% employer match about $4,667,167 at 4% or $3,111,444 at 6%; with 100% employer match about $3,500,375 at 4% or $2,333,583 at 6%. |
| 2021 | 1 | 1 | $0 | $0 | - |
| Client Rise Inc. Retirement Plan | - | 1 | - | - | - |