Civic Intelligence

Clermont Management LLC

Plan context: CLERMONT MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST

EIN 01-0726541 • Plano, TX • 8 filings • 2 plans

5000 Legacy Dr. Suite 210Plano, TX 75024
Current Snapshot

Latest Year

2025

2025 Participants

170

2025 Assets

$115,789

2025 Contributions

$46,906

Historical Graphs

Total Assets Over Time

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

$115,789$57,895$0202320242025YearValue
$115,789Latest year 2025

Participants Over Time

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

170850202120232025YearValue
170Latest 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
20252170$115,789$46,906$276iApproximate average salary by contribution assumption: employee only about $6,898 at 4% or $4,599 at 6%; with 50% employer match about $4,599 at 4% or $3,066 at 6%; with 100% employer match about $3,449 at 4% or $2,299 at 6%.
CLERMONT MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST-24$115,789$46,906$1,954iApproximate average salary by contribution assumption: employee only about $48,860 at 4% or $32,574 at 6%; with 50% employer match about $32,574 at 4% or $21,716 at 6%; with 100% employer match about $24,430 at 4% or $16,287 at 6%.
Clermont Management LLC Wrap Plan-170---
2024291$108,490$38,857$427iApproximate average salary by contribution assumption: employee only about $10,675 at 4% or $7,117 at 6%; with 50% employer match about $7,117 at 4% or $4,744 at 6%; with 100% employer match about $5,338 at 4% or $3,558 at 6%.
CLERMONT MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST-26$108,490$38,857$1,495iApproximate average salary by contribution assumption: employee only about $37,363 at 4% or $24,908 at 6%; with 50% employer match about $24,908 at 4% or $16,606 at 6%; with 100% employer match about $18,681 at 4% or $12,454 at 6%.
Clermont Management LLC Wrap Plan-91---
20232148$88,540$31,313$212iApproximate average salary by contribution assumption: employee only about $5,289 at 4% or $3,526 at 6%; with 50% employer match about $3,526 at 4% or $2,351 at 6%; with 100% employer match about $2,645 at 4% or $1,763 at 6%.
CLERMONT MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST-23$88,540$31,313$1,361iApproximate average salary by contribution assumption: employee only about $34,036 at 4% or $22,691 at 6%; with 50% employer match about $22,691 at 4% or $15,127 at 6%; with 100% employer match about $17,018 at 4% or $11,345 at 6%.
Clermont Management LLC Wrap Plan-148---
20221113$0$0-
Clermont Management LLC Wrap Plan-113---
20211101$0$0-
Clermont Management LLC Wrap Plan-101---