Civic Intelligence

Gilbert Financial Services Inc.

Plan context: Gilbert Financial Services Inc. 401K Profit Sharing Plan

EIN 20-0563330 • Mcallen, TX • 8 filings • 2 plans

413 West YuccaPO Box 3351Mcallen, TX 78502
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$163,554

2013 Contributions

$1,923

Historical Graphs

Total Assets Over Time

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

$163,554$81,777$0200620092012YearValue
$163,554Latest year 2012

Participants Over Time

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

320200620092012YearValue
3Latest year 2012

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
201310$0$1,923-
Gilbert Financial Services Inc. 401K Profit Sharing Plan-0$0$1,923-
201213$163,554$1,624$541iApproximate average salary by contribution assumption: employee only about $13,533 at 4% or $9,022 at 6%; with 50% employer match about $9,022 at 4% or $6,015 at 6%; with 100% employer match about $6,767 at 4% or $4,511 at 6%.
Gilbert Financial Services Inc. 401K Profit Sharing Plan-3$163,554$1,624$541iApproximate average salary by contribution assumption: employee only about $13,533 at 4% or $9,022 at 6%; with 50% employer match about $9,022 at 4% or $6,015 at 6%; with 100% employer match about $6,767 at 4% or $4,511 at 6%.
201113$155,346$6,092$2,031iApproximate average salary by contribution assumption: employee only about $50,767 at 4% or $33,844 at 6%; with 50% employer match about $33,844 at 4% or $22,563 at 6%; with 100% employer match about $25,383 at 4% or $16,922 at 6%.
Gilbert Financial Services Inc. 401K Profit Sharing Plan-3$155,346$6,092$2,031iApproximate average salary by contribution assumption: employee only about $50,767 at 4% or $33,844 at 6%; with 50% employer match about $33,844 at 4% or $22,563 at 6%; with 100% employer match about $25,383 at 4% or $16,922 at 6%.
201013$151,421$30$10iApproximate average salary by contribution assumption: employee only about $250 at 4% or $167 at 6%; with 50% employer match about $167 at 4% or $111 at 6%; with 100% employer match about $125 at 4% or $83 at 6%.
Gilbert Financial Services Inc. 401K Profit Sharing Plan-3$151,421$30$10iApproximate average salary by contribution assumption: employee only about $250 at 4% or $167 at 6%; with 50% employer match about $167 at 4% or $111 at 6%; with 100% employer match about $125 at 4% or $83 at 6%.
200913$145,979$30,453$10,151iApproximate average salary by contribution assumption: employee only about $253,775 at 4% or $169,183 at 6%; with 50% employer match about $169,183 at 4% or $112,789 at 6%; with 100% employer match about $126,888 at 4% or $84,592 at 6%.
Gilbert Financial Services Inc. 401K Profit Sharing Plan-3$145,979$30,453$10,151iApproximate average salary by contribution assumption: employee only about $253,775 at 4% or $169,183 at 6%; with 50% employer match about $169,183 at 4% or $112,789 at 6%; with 100% employer match about $126,888 at 4% or $84,592 at 6%.
200813$105,957$1,811$604iApproximate average salary by contribution assumption: employee only about $15,092 at 4% or $10,061 at 6%; with 50% employer match about $10,061 at 4% or $6,707 at 6%; with 100% employer match about $7,546 at 4% or $5,031 at 6%.
Gilbert Financial Services Inc. 401K Profit Sharing Plan-3$105,957$1,811$604iApproximate average salary by contribution assumption: employee only about $15,092 at 4% or $10,061 at 6%; with 50% employer match about $10,061 at 4% or $6,707 at 6%; with 100% employer match about $7,546 at 4% or $5,031 at 6%.
200712$130,443$103,500$51,750iApproximate average salary by contribution assumption: employee only about $1,293,750 at 4% or $862,500 at 6%; with 50% employer match about $862,500 at 4% or $575,000 at 6%; with 100% employer match about $646,875 at 4% or $431,250 at 6%.
Gilbert Financial Services Inc. 401K Profit Sharing Plan-2$130,443$103,500$51,750iApproximate average salary by contribution assumption: employee only about $1,293,750 at 4% or $862,500 at 6%; with 50% employer match about $862,500 at 4% or $575,000 at 6%; with 100% employer match about $646,875 at 4% or $431,250 at 6%.
200611$19,853$0-
Gilbert Financial Services Inc. 401K Profit Sharing Plan-1$19,853--