The Bassett Firm
Plan context: Bassett Firm 401(K) Profit Sharing Plan & Trust
EIN 16-1643723 • Dallas, TX • 23 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$5,034,378
2024 Contributions
$340,957
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 | 26 | $5,034,378 | $340,957 | $13,114iApproximate average salary by contribution assumption: employee only about $327,843 at 4% or $218,562 at 6%; with 50% employer match about $218,562 at 4% or $145,708 at 6%; with 100% employer match about $163,922 at 4% or $109,281 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 26 | $5,034,378 | $340,957 | $13,114iApproximate average salary by contribution assumption: employee only about $327,843 at 4% or $218,562 at 6%; with 50% employer match about $218,562 at 4% or $145,708 at 6%; with 100% employer match about $163,922 at 4% or $109,281 at 6%. |
| 2023 | 1 | 26 | $4,086,685 | $237,577 | $9,138iApproximate average salary by contribution assumption: employee only about $228,439 at 4% or $152,293 at 6%; with 50% employer match about $152,293 at 4% or $101,529 at 6%; with 100% employer match about $114,220 at 4% or $76,146 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 26 | $4,086,685 | $237,577 | $9,138iApproximate average salary by contribution assumption: employee only about $228,439 at 4% or $152,293 at 6%; with 50% employer match about $152,293 at 4% or $101,529 at 6%; with 100% employer match about $114,220 at 4% or $76,146 at 6%. |
| 2022 | 1 | 24 | $3,207,939 | $208,423 | $8,684iApproximate average salary by contribution assumption: employee only about $217,107 at 4% or $144,738 at 6%; with 50% employer match about $144,738 at 4% or $96,492 at 6%; with 100% employer match about $108,554 at 4% or $72,369 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 24 | $3,207,939 | $208,423 | $8,684iApproximate average salary by contribution assumption: employee only about $217,107 at 4% or $144,738 at 6%; with 50% employer match about $144,738 at 4% or $96,492 at 6%; with 100% employer match about $108,554 at 4% or $72,369 at 6%. |
| 2021 | 1 | 24 | $3,846,745 | $220,387 | $9,183iApproximate average salary by contribution assumption: employee only about $229,570 at 4% or $153,047 at 6%; with 50% employer match about $153,047 at 4% or $102,031 at 6%; with 100% employer match about $114,785 at 4% or $76,523 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 24 | $3,846,745 | $220,387 | $9,183iApproximate average salary by contribution assumption: employee only about $229,570 at 4% or $153,047 at 6%; with 50% employer match about $153,047 at 4% or $102,031 at 6%; with 100% employer match about $114,785 at 4% or $76,523 at 6%. |
| 2020 | 1 | 29 | $3,218,806 | $212,245 | $7,319iApproximate average salary by contribution assumption: employee only about $182,970 at 4% or $121,980 at 6%; with 50% employer match about $121,980 at 4% or $81,320 at 6%; with 100% employer match about $91,485 at 4% or $60,990 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 29 | $3,218,806 | $212,245 | $7,319iApproximate average salary by contribution assumption: employee only about $182,970 at 4% or $121,980 at 6%; with 50% employer match about $121,980 at 4% or $81,320 at 6%; with 100% employer match about $91,485 at 4% or $60,990 at 6%. |
| 2019 | 1 | 18 | $2,469,623 | $153,306 | $8,517iApproximate average salary by contribution assumption: employee only about $212,925 at 4% or $141,950 at 6%; with 50% employer match about $141,950 at 4% or $94,633 at 6%; with 100% employer match about $106,463 at 4% or $70,975 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 18 | $2,469,623 | $153,306 | $8,517iApproximate average salary by contribution assumption: employee only about $212,925 at 4% or $141,950 at 6%; with 50% employer match about $141,950 at 4% or $94,633 at 6%; with 100% employer match about $106,463 at 4% or $70,975 at 6%. |
| 2018 | 1 | 12 | $1,862,042 | $149,554 | $12,463iApproximate average salary by contribution assumption: employee only about $311,571 at 4% or $207,714 at 6%; with 50% employer match about $207,714 at 4% or $138,476 at 6%; with 100% employer match about $155,785 at 4% or $103,857 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 12 | $1,862,042 | $149,554 | $12,463iApproximate average salary by contribution assumption: employee only about $311,571 at 4% or $207,714 at 6%; with 50% employer match about $207,714 at 4% or $138,476 at 6%; with 100% employer match about $155,785 at 4% or $103,857 at 6%. |
| 2017 | 2 | 12 | $3,828,084 | $292,966 | $24,414iApproximate average salary by contribution assumption: employee only about $610,346 at 4% or $406,897 at 6%; with 50% employer match about $406,897 at 4% or $271,265 at 6%; with 100% employer match about $305,173 at 4% or $203,449 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 12 | $1,914,042 | $146,483 | $12,207iApproximate average salary by contribution assumption: employee only about $305,173 at 4% or $203,449 at 6%; with 50% employer match about $203,449 at 4% or $135,632 at 6%; with 100% employer match about $152,586 at 4% or $101,724 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 12 | $1,914,042 | $146,483 | $12,207iApproximate average salary by contribution assumption: employee only about $305,173 at 4% or $203,449 at 6%; with 50% employer match about $203,449 at 4% or $135,632 at 6%; with 100% employer match about $152,586 at 4% or $101,724 at 6%. |
| 2016 | 1 | 13 | $1,727,430 | $139,807 | $10,754iApproximate average salary by contribution assumption: employee only about $268,860 at 4% or $179,240 at 6%; with 50% employer match about $179,240 at 4% or $119,493 at 6%; with 100% employer match about $134,430 at 4% or $89,620 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 13 | $1,727,430 | $139,807 | $10,754iApproximate average salary by contribution assumption: employee only about $268,860 at 4% or $179,240 at 6%; with 50% employer match about $179,240 at 4% or $119,493 at 6%; with 100% employer match about $134,430 at 4% or $89,620 at 6%. |
| 2015 | 1 | 13 | $1,642,882 | $118,873 | $9,144iApproximate average salary by contribution assumption: employee only about $228,602 at 4% or $152,401 at 6%; with 50% employer match about $152,401 at 4% or $101,601 at 6%; with 100% employer match about $114,301 at 4% or $76,201 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 13 | $1,642,882 | $118,873 | $9,144iApproximate average salary by contribution assumption: employee only about $228,602 at 4% or $152,401 at 6%; with 50% employer match about $152,401 at 4% or $101,601 at 6%; with 100% employer match about $114,301 at 4% or $76,201 at 6%. |
| 2014 | 1 | 11 | $1,563,574 | $128,136 | $11,649iApproximate average salary by contribution assumption: employee only about $291,218 at 4% or $194,145 at 6%; with 50% employer match about $194,145 at 4% or $129,430 at 6%; with 100% employer match about $145,609 at 4% or $97,073 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 11 | $1,563,574 | $128,136 | $11,649iApproximate average salary by contribution assumption: employee only about $291,218 at 4% or $194,145 at 6%; with 50% employer match about $194,145 at 4% or $129,430 at 6%; with 100% employer match about $145,609 at 4% or $97,073 at 6%. |
| 2013 | 1 | 14 | $1,484,831 | $132,757 | $9,483iApproximate average salary by contribution assumption: employee only about $237,066 at 4% or $158,044 at 6%; with 50% employer match about $158,044 at 4% or $105,363 at 6%; with 100% employer match about $118,533 at 4% or $79,022 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 14 | $1,484,831 | $132,757 | $9,483iApproximate average salary by contribution assumption: employee only about $237,066 at 4% or $158,044 at 6%; with 50% employer match about $158,044 at 4% or $105,363 at 6%; with 100% employer match about $118,533 at 4% or $79,022 at 6%. |
| 2012 | 1 | 12 | $1,112,625 | $131,880 | $10,990iApproximate average salary by contribution assumption: employee only about $274,750 at 4% or $183,167 at 6%; with 50% employer match about $183,167 at 4% or $122,111 at 6%; with 100% employer match about $137,375 at 4% or $91,583 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 12 | $1,112,625 | $131,880 | $10,990iApproximate average salary by contribution assumption: employee only about $274,750 at 4% or $183,167 at 6%; with 50% employer match about $183,167 at 4% or $122,111 at 6%; with 100% employer match about $137,375 at 4% or $91,583 at 6%. |
| 2011 | 1 | 14 | $874,100 | $112,618 | $8,044iApproximate average salary by contribution assumption: employee only about $201,104 at 4% or $134,069 at 6%; with 50% employer match about $134,069 at 4% or $89,379 at 6%; with 100% employer match about $100,552 at 4% or $67,035 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 14 | $874,100 | $112,618 | $8,044iApproximate average salary by contribution assumption: employee only about $201,104 at 4% or $134,069 at 6%; with 50% employer match about $134,069 at 4% or $89,379 at 6%; with 100% employer match about $100,552 at 4% or $67,035 at 6%. |
| 2010 | 1 | 13 | $795,517 | $100,785 | $7,753iApproximate average salary by contribution assumption: employee only about $193,817 at 4% or $129,212 at 6%; with 50% employer match about $129,212 at 4% or $86,141 at 6%; with 100% employer match about $96,909 at 4% or $64,606 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 13 | $795,517 | $100,785 | $7,753iApproximate average salary by contribution assumption: employee only about $193,817 at 4% or $129,212 at 6%; with 50% employer match about $129,212 at 4% or $86,141 at 6%; with 100% employer match about $96,909 at 4% or $64,606 at 6%. |
| 2009 | 1 | 10 | $618,134 | $84,862 | $8,486iApproximate average salary by contribution assumption: employee only about $212,155 at 4% or $141,437 at 6%; with 50% employer match about $141,437 at 4% or $94,291 at 6%; with 100% employer match about $106,078 at 4% or $70,718 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 10 | $618,134 | $84,862 | $8,486iApproximate average salary by contribution assumption: employee only about $212,155 at 4% or $141,437 at 6%; with 50% employer match about $141,437 at 4% or $94,291 at 6%; with 100% employer match about $106,078 at 4% or $70,718 at 6%. |
| 2008 | 1 | 9 | $448,145 | $71,812 | $7,979iApproximate average salary by contribution assumption: employee only about $199,478 at 4% or $132,985 at 6%; with 50% employer match about $132,985 at 4% or $88,657 at 6%; with 100% employer match about $99,739 at 4% or $66,493 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 9 | $448,145 | $71,812 | $7,979iApproximate average salary by contribution assumption: employee only about $199,478 at 4% or $132,985 at 6%; with 50% employer match about $132,985 at 4% or $88,657 at 6%; with 100% employer match about $99,739 at 4% or $66,493 at 6%. |
| 2007 | 1 | 17 | $609,620 | $113,004 | $6,647iApproximate average salary by contribution assumption: employee only about $166,182 at 4% or $110,788 at 6%; with 50% employer match about $110,788 at 4% or $73,859 at 6%; with 100% employer match about $83,091 at 4% or $55,394 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 17 | $609,620 | $113,004 | $6,647iApproximate average salary by contribution assumption: employee only about $166,182 at 4% or $110,788 at 6%; with 50% employer match about $110,788 at 4% or $73,859 at 6%; with 100% employer match about $83,091 at 4% or $55,394 at 6%. |
| 2006 | 1 | 9 | $445,159 | $39,898 | $4,433iApproximate average salary by contribution assumption: employee only about $110,828 at 4% or $73,885 at 6%; with 50% employer match about $73,885 at 4% or $49,257 at 6%; with 100% employer match about $55,414 at 4% or $36,943 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 9 | $445,159 | $39,898 | $4,433iApproximate average salary by contribution assumption: employee only about $110,828 at 4% or $73,885 at 6%; with 50% employer match about $73,885 at 4% or $49,257 at 6%; with 100% employer match about $55,414 at 4% or $36,943 at 6%. |
| 2005 | 1 | 8 | $373,377 | $38,833 | $4,854iApproximate average salary by contribution assumption: employee only about $121,353 at 4% or $80,902 at 6%; with 50% employer match about $80,902 at 4% or $53,935 at 6%; with 100% employer match about $60,677 at 4% or $40,451 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 8 | $373,377 | $38,833 | $4,854iApproximate average salary by contribution assumption: employee only about $121,353 at 4% or $80,902 at 6%; with 50% employer match about $80,902 at 4% or $53,935 at 6%; with 100% employer match about $60,677 at 4% or $40,451 at 6%. |
| 2004 | 1 | 7 | $348,078 | $37,484 | $5,355iApproximate average salary by contribution assumption: employee only about $133,871 at 4% or $89,248 at 6%; with 50% employer match about $89,248 at 4% or $59,498 at 6%; with 100% employer match about $66,936 at 4% or $44,624 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 7 | $348,078 | $37,484 | $5,355iApproximate average salary by contribution assumption: employee only about $133,871 at 4% or $89,248 at 6%; with 50% employer match about $89,248 at 4% or $59,498 at 6%; with 100% employer match about $66,936 at 4% or $44,624 at 6%. |
| 2003 | 1 | 6 | $268,716 | $37,951 | $6,325iApproximate average salary by contribution assumption: employee only about $158,129 at 4% or $105,419 at 6%; with 50% employer match about $105,419 at 4% or $70,280 at 6%; with 100% employer match about $79,065 at 4% or $52,710 at 6%. |
| Bassett Firm 401(K) Profit Sharing Plan & Trust | - | 6 | $268,716 | $37,951 | $6,325iApproximate average salary by contribution assumption: employee only about $158,129 at 4% or $105,419 at 6%; with 50% employer match about $105,419 at 4% or $70,280 at 6%; with 100% employer match about $79,065 at 4% or $52,710 at 6%. |