Civic Intelligence

Tolleson Wealth Management Inc.

Plan context: Tolleson Wealth Management 401(K) Plan

EIN 03-0430021 • Dallas, TX • 34 filings • 4 plans

5500 Preston Road, Suite 250Dallas, TX 75205
Current Snapshot

Latest Year

2024

2024 Participants

215

2024 Assets

$34,738,175

2024 Contributions

$3,778,819

Historical Graphs

Total Assets Over Time

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

$34,738,175$17,369,088$0200320142024YearValue
$34,738,175Latest year 2024

Participants Over Time

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

2301150200320142024YearValue
215Latest 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
20242215$34,738,175$3,778,819$17,576iApproximate average salary by contribution assumption: employee only about $439,398 at 4% or $292,932 at 6%; with 50% employer match about $292,932 at 4% or $195,288 at 6%; with 100% employer match about $219,699 at 4% or $146,466 at 6%.
Tolleson Wealth Management 401(K) Plan-214$34,738,175$3,778,819$17,658iApproximate average salary by contribution assumption: employee only about $441,451 at 4% or $294,301 at 6%; with 50% employer match about $294,301 at 4% or $196,200 at 6%; with 100% employer match about $220,725 at 4% or $147,150 at 6%.
Tolleson Wealth Management Health and Welfare Plan-215---
20232230$29,516,793$3,976,149$17,288iApproximate average salary by contribution assumption: employee only about $432,190 at 4% or $288,127 at 6%; with 50% employer match about $288,127 at 4% or $192,084 at 6%; with 100% employer match about $216,095 at 4% or $144,063 at 6%.
Tolleson Wealth Management 401(K) Plan-230$29,516,793$3,976,149$17,288iApproximate average salary by contribution assumption: employee only about $432,190 at 4% or $288,127 at 6%; with 50% employer match about $288,127 at 4% or $192,084 at 6%; with 100% employer match about $216,095 at 4% or $144,063 at 6%.
Tolleson Wealth Management Health and Welfare Plan-229---
20222228$24,425,782$3,280,876$14,390iApproximate average salary by contribution assumption: employee only about $359,745 at 4% or $239,830 at 6%; with 50% employer match about $239,830 at 4% or $159,887 at 6%; with 100% employer match about $179,873 at 4% or $119,915 at 6%.
Tolleson Wealth Management 401(K) Plan-222$24,425,782$3,280,876$14,779iApproximate average salary by contribution assumption: employee only about $369,468 at 4% or $246,312 at 6%; with 50% employer match about $246,312 at 4% or $164,208 at 6%; with 100% employer match about $184,734 at 4% or $123,156 at 6%.
Tolleson Wealth Management Health and Welfare Plan-228---
20212189$26,842,690$2,585,241$13,679iApproximate average salary by contribution assumption: employee only about $341,963 at 4% or $227,975 at 6%; with 50% employer match about $227,975 at 4% or $151,984 at 6%; with 100% employer match about $170,982 at 4% or $113,988 at 6%.
Tolleson Wealth Management 401(K) Plan-189$26,842,690$2,585,241$13,679iApproximate average salary by contribution assumption: employee only about $341,963 at 4% or $227,975 at 6%; with 50% employer match about $227,975 at 4% or $151,984 at 6%; with 100% employer match about $170,982 at 4% or $113,988 at 6%.
Tolleson Wealth Management Health and Welfare Plan-189---
20202178$22,207,048$2,019,633$11,346iApproximate average salary by contribution assumption: employee only about $283,656 at 4% or $189,104 at 6%; with 50% employer match about $189,104 at 4% or $126,069 at 6%; with 100% employer match about $141,828 at 4% or $94,552 at 6%.
Tolleson Wealth Management 401(K) Plan-175$22,207,048$2,019,633$11,541iApproximate average salary by contribution assumption: employee only about $288,519 at 4% or $192,346 at 6%; with 50% employer match about $192,346 at 4% or $128,231 at 6%; with 100% employer match about $144,260 at 4% or $96,173 at 6%.
Tolleson Wealth Management Health and Welfare Plan-178---
20192174$18,462,787$2,308,565$13,268iApproximate average salary by contribution assumption: employee only about $331,690 at 4% or $221,127 at 6%; with 50% employer match about $221,127 at 4% or $147,418 at 6%; with 100% employer match about $165,845 at 4% or $110,563 at 6%.
Tolleson Wealth Management 401(K) Plan-171$18,462,787$2,308,565$13,500iApproximate average salary by contribution assumption: employee only about $337,510 at 4% or $225,006 at 6%; with 50% employer match about $225,006 at 4% or $150,004 at 6%; with 100% employer match about $168,755 at 4% or $112,503 at 6%.
Tolleson Wealth Management Health and Welfare Plan-174---
20182166$14,030,389$2,056,916$12,391iApproximate average salary by contribution assumption: employee only about $309,777 at 4% or $206,518 at 6%; with 50% employer match about $206,518 at 4% or $137,678 at 6%; with 100% employer match about $154,888 at 4% or $103,259 at 6%.
Tolleson Wealth Management 401(K) Plan-166$14,030,389$2,056,916$12,391iApproximate average salary by contribution assumption: employee only about $309,777 at 4% or $206,518 at 6%; with 50% employer match about $206,518 at 4% or $137,678 at 6%; with 100% employer match about $154,888 at 4% or $103,259 at 6%.
Tolleson Wealth Management Health and Welfare Plan-129---
20172149$13,064,754$1,772,947$11,899iApproximate average salary by contribution assumption: employee only about $297,474 at 4% or $198,316 at 6%; with 50% employer match about $198,316 at 4% or $132,211 at 6%; with 100% employer match about $148,737 at 4% or $99,158 at 6%.
Tolleson Wealth Management 401(K) Plan-149$13,064,754$1,772,947$11,899iApproximate average salary by contribution assumption: employee only about $297,474 at 4% or $198,316 at 6%; with 50% employer match about $198,316 at 4% or $132,211 at 6%; with 100% employer match about $148,737 at 4% or $99,158 at 6%.
Tolleson Wealth Management Health and Welfare Plan-140---
20162152$10,737,092$1,754,560$11,543iApproximate average salary by contribution assumption: employee only about $288,579 at 4% or $192,386 at 6%; with 50% employer match about $192,386 at 4% or $128,257 at 6%; with 100% employer match about $144,289 at 4% or $96,193 at 6%.
Tolleson Wealth Management 401(K) Plan-142$10,737,092$1,754,560$12,356iApproximate average salary by contribution assumption: employee only about $308,901 at 4% or $205,934 at 6%; with 50% employer match about $205,934 at 4% or $137,290 at 6%; with 100% employer match about $154,451 at 4% or $102,967 at 6%.
Tolleson Wealth Management Health and Welfare Plan-152---
20152147$9,123,369$1,340,146$9,117iApproximate average salary by contribution assumption: employee only about $227,916 at 4% or $151,944 at 6%; with 50% employer match about $151,944 at 4% or $101,296 at 6%; with 100% employer match about $113,958 at 4% or $75,972 at 6%.
Tolleson Wealth Management 401(K) Plan-133$9,123,369$1,340,146$10,076iApproximate average salary by contribution assumption: employee only about $251,907 at 4% or $167,938 at 6%; with 50% employer match about $167,938 at 4% or $111,959 at 6%; with 100% employer match about $125,954 at 4% or $83,969 at 6%.
Tolleson Wealth Management Health and Welfare Plan-147---
20142141$8,608,166$1,233,224$8,746iApproximate average salary by contribution assumption: employee only about $218,657 at 4% or $145,771 at 6%; with 50% employer match about $145,771 at 4% or $97,181 at 6%; with 100% employer match about $109,328 at 4% or $72,886 at 6%.
Tolleson Wealth Management 401(K) Plan-131$8,608,166$1,233,224$9,414iApproximate average salary by contribution assumption: employee only about $235,348 at 4% or $156,899 at 6%; with 50% employer match about $156,899 at 4% or $104,599 at 6%; with 100% employer match about $117,674 at 4% or $78,449 at 6%.
Tolleson Wealth Management Health and Welfare Plan-141---
20132116$7,272,190$1,172,771$10,110iApproximate average salary by contribution assumption: employee only about $252,752 at 4% or $168,502 at 6%; with 50% employer match about $168,502 at 4% or $112,334 at 6%; with 100% employer match about $126,376 at 4% or $84,251 at 6%.
Tolleson Wealth Management 401(K) Plan-103$7,272,190$1,172,771$11,386iApproximate average salary by contribution assumption: employee only about $284,653 at 4% or $189,769 at 6%; with 50% employer match about $189,769 at 4% or $126,513 at 6%; with 100% employer match about $142,327 at 4% or $94,884 at 6%.
Tolleson Wealth Management Health and Welfare Plan-116---
2012190$5,373,970$859,680$9,552iApproximate average salary by contribution assumption: employee only about $238,800 at 4% or $159,200 at 6%; with 50% employer match about $159,200 at 4% or $106,133 at 6%; with 100% employer match about $119,400 at 4% or $79,600 at 6%.
Tolleson Wealth Management 401(K) Plan-90$5,373,970$859,680$9,552iApproximate average salary by contribution assumption: employee only about $238,800 at 4% or $159,200 at 6%; with 50% employer match about $159,200 at 4% or $106,133 at 6%; with 100% employer match about $119,400 at 4% or $79,600 at 6%.
2011188$4,206,321$699,212$7,946iApproximate average salary by contribution assumption: employee only about $198,640 at 4% or $132,427 at 6%; with 50% employer match about $132,427 at 4% or $88,284 at 6%; with 100% employer match about $99,320 at 4% or $66,213 at 6%.
Tolleson Wealth Management 401(K) Plan-88$4,206,321$699,212$7,946iApproximate average salary by contribution assumption: employee only about $198,640 at 4% or $132,427 at 6%; with 50% employer match about $132,427 at 4% or $88,284 at 6%; with 100% employer match about $99,320 at 4% or $66,213 at 6%.
2010185$3,891,487$665,814$7,833iApproximate average salary by contribution assumption: employee only about $195,828 at 4% or $130,552 at 6%; with 50% employer match about $130,552 at 4% or $87,035 at 6%; with 100% employer match about $97,914 at 4% or $65,276 at 6%.
Tolleson Wealth Management 401(K) Plan-85$3,891,487$665,814$7,833iApproximate average salary by contribution assumption: employee only about $195,828 at 4% or $130,552 at 6%; with 50% employer match about $130,552 at 4% or $87,035 at 6%; with 100% employer match about $97,914 at 4% or $65,276 at 6%.
2009171$2,945,088$723,016$10,183iApproximate average salary by contribution assumption: employee only about $254,583 at 4% or $169,722 at 6%; with 50% employer match about $169,722 at 4% or $113,148 at 6%; with 100% employer match about $127,292 at 4% or $84,861 at 6%.
Tolleson Wealth Management 401(K) Plan-71$2,945,088$723,016$10,183iApproximate average salary by contribution assumption: employee only about $254,583 at 4% or $169,722 at 6%; with 50% employer match about $169,722 at 4% or $113,148 at 6%; with 100% employer match about $127,292 at 4% or $84,861 at 6%.
2008158$1,677,071$485,914$8,378iApproximate average salary by contribution assumption: employee only about $209,446 at 4% or $139,630 at 6%; with 50% employer match about $139,630 at 4% or $93,087 at 6%; with 100% employer match about $104,723 at 4% or $69,815 at 6%.
Tolleson Wealth Management 401(K) Plan-58$1,677,071$485,914$8,378iApproximate average salary by contribution assumption: employee only about $209,446 at 4% or $139,630 at 6%; with 50% employer match about $139,630 at 4% or $93,087 at 6%; with 100% employer match about $104,723 at 4% or $69,815 at 6%.
2007163$0$0-
Tolleson Wealth Management 401(K) Plan-63---
2006148$1,740,504$548,240$11,422iApproximate average salary by contribution assumption: employee only about $285,542 at 4% or $190,361 at 6%; with 50% employer match about $190,361 at 4% or $126,907 at 6%; with 100% employer match about $142,771 at 4% or $95,181 at 6%.
Tolleson Wealth Management 401(K) Plan-48$1,740,504$548,240$11,422iApproximate average salary by contribution assumption: employee only about $285,542 at 4% or $190,361 at 6%; with 50% employer match about $190,361 at 4% or $126,907 at 6%; with 100% employer match about $142,771 at 4% or $95,181 at 6%.
2005142$1,172,187$541,307$12,888iApproximate average salary by contribution assumption: employee only about $322,207 at 4% or $214,804 at 6%; with 50% employer match about $214,804 at 4% or $143,203 at 6%; with 100% employer match about $161,103 at 4% or $107,402 at 6%.
Tolleson Wealth Management 401(K) Plan-42$1,172,187$541,307$12,888iApproximate average salary by contribution assumption: employee only about $322,207 at 4% or $214,804 at 6%; with 50% employer match about $214,804 at 4% or $143,203 at 6%; with 100% employer match about $161,103 at 4% or $107,402 at 6%.
2004139$664,613$321,945$8,255iApproximate average salary by contribution assumption: employee only about $206,375 at 4% or $137,583 at 6%; with 50% employer match about $137,583 at 4% or $91,722 at 6%; with 100% employer match about $103,188 at 4% or $68,792 at 6%.
Tolleson Wealth Management 401(K) Plan-39$664,613$321,945$8,255iApproximate average salary by contribution assumption: employee only about $206,375 at 4% or $137,583 at 6%; with 50% employer match about $137,583 at 4% or $91,722 at 6%; with 100% employer match about $103,188 at 4% or $68,792 at 6%.
2003128$370,750$244,953$8,748iApproximate average salary by contribution assumption: employee only about $218,708 at 4% or $145,805 at 6%; with 50% employer match about $145,805 at 4% or $97,204 at 6%; with 100% employer match about $109,354 at 4% or $72,903 at 6%.
Tolleson Wealth Management 401(K) Plan-28$370,750$244,953$8,748iApproximate average salary by contribution assumption: employee only about $218,708 at 4% or $145,805 at 6%; with 50% employer match about $145,805 at 4% or $97,204 at 6%; with 100% employer match about $109,354 at 4% or $72,903 at 6%.