Civic Intelligence

Patriot Wealth Management Inc.

Plan context: Patriot Wealth Management Inc. 401(K) Plan

EIN 20-0765029 • Houston, TX • 14 filings • 2 plans

1800 Bering Drive, Suite 250Houston, TX 77057
Current Snapshot

Latest Year

2018

2018 Participants

18

2018 Assets

$5,565,450

2018 Contributions

$54,900

Historical Graphs

Total Assets Over Time

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

$5,565,450$2,782,725$0200520112017YearValue
$5,565,450Latest year 2017

Participants Over Time

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

1890200520112017YearValue
18Latest year 2017

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
201810$0$54,900-
Patriot Wealth Management Inc. 401(K) Plan-0-$54,900-
2017118$5,565,450$449,579$24,977iApproximate average salary by contribution assumption: employee only about $624,415 at 4% or $416,277 at 6%; with 50% employer match about $416,277 at 4% or $277,518 at 6%; with 100% employer match about $312,208 at 4% or $208,138 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-18$5,565,450$449,579$24,977iApproximate average salary by contribution assumption: employee only about $624,415 at 4% or $416,277 at 6%; with 50% employer match about $416,277 at 4% or $277,518 at 6%; with 100% employer match about $312,208 at 4% or $208,138 at 6%.
2016118$4,234,147$357,911$19,884iApproximate average salary by contribution assumption: employee only about $497,099 at 4% or $331,399 at 6%; with 50% employer match about $331,399 at 4% or $220,933 at 6%; with 100% employer match about $248,549 at 4% or $165,700 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-18$4,234,147$357,911$19,884iApproximate average salary by contribution assumption: employee only about $497,099 at 4% or $331,399 at 6%; with 50% employer match about $331,399 at 4% or $220,933 at 6%; with 100% employer match about $248,549 at 4% or $165,700 at 6%.
2015118$3,451,180$381,754$21,209iApproximate average salary by contribution assumption: employee only about $530,214 at 4% or $353,476 at 6%; with 50% employer match about $353,476 at 4% or $235,651 at 6%; with 100% employer match about $265,107 at 4% or $176,738 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-18$3,451,180$381,754$21,209iApproximate average salary by contribution assumption: employee only about $530,214 at 4% or $353,476 at 6%; with 50% employer match about $353,476 at 4% or $235,651 at 6%; with 100% employer match about $265,107 at 4% or $176,738 at 6%.
2014116$3,309,176$349,209$21,826iApproximate average salary by contribution assumption: employee only about $545,639 at 4% or $363,759 at 6%; with 50% employer match about $363,759 at 4% or $242,506 at 6%; with 100% employer match about $272,820 at 4% or $181,880 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-16$3,309,176$349,209$21,826iApproximate average salary by contribution assumption: employee only about $545,639 at 4% or $363,759 at 6%; with 50% employer match about $363,759 at 4% or $242,506 at 6%; with 100% employer match about $272,820 at 4% or $181,880 at 6%.
2013116$2,749,759$315,769$19,736iApproximate average salary by contribution assumption: employee only about $493,389 at 4% or $328,926 at 6%; with 50% employer match about $328,926 at 4% or $219,284 at 6%; with 100% employer match about $246,695 at 4% or $164,463 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-16$2,749,759$315,769$19,736iApproximate average salary by contribution assumption: employee only about $493,389 at 4% or $328,926 at 6%; with 50% employer match about $328,926 at 4% or $219,284 at 6%; with 100% employer match about $246,695 at 4% or $164,463 at 6%.
2012114$2,349,878$357,937$25,567iApproximate average salary by contribution assumption: employee only about $639,173 at 4% or $426,115 at 6%; with 50% employer match about $426,115 at 4% or $284,077 at 6%; with 100% employer match about $319,587 at 4% or $213,058 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-14$2,349,878$357,937$25,567iApproximate average salary by contribution assumption: employee only about $639,173 at 4% or $426,115 at 6%; with 50% employer match about $426,115 at 4% or $284,077 at 6%; with 100% employer match about $319,587 at 4% or $213,058 at 6%.
2011116$1,996,013$342,445$21,403iApproximate average salary by contribution assumption: employee only about $535,070 at 4% or $356,714 at 6%; with 50% employer match about $356,714 at 4% or $237,809 at 6%; with 100% employer match about $267,535 at 4% or $178,357 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-16$1,996,013$342,445$21,403iApproximate average salary by contribution assumption: employee only about $535,070 at 4% or $356,714 at 6%; with 50% employer match about $356,714 at 4% or $237,809 at 6%; with 100% employer match about $267,535 at 4% or $178,357 at 6%.
2010116$1,791,621$307,544$19,222iApproximate average salary by contribution assumption: employee only about $480,538 at 4% or $320,358 at 6%; with 50% employer match about $320,358 at 4% or $213,572 at 6%; with 100% employer match about $240,269 at 4% or $160,179 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-16$1,791,621$307,544$19,222iApproximate average salary by contribution assumption: employee only about $480,538 at 4% or $320,358 at 6%; with 50% employer match about $320,358 at 4% or $213,572 at 6%; with 100% employer match about $240,269 at 4% or $160,179 at 6%.
2009116$1,282,014$300,258$18,766iApproximate average salary by contribution assumption: employee only about $469,153 at 4% or $312,769 at 6%; with 50% employer match about $312,769 at 4% or $208,513 at 6%; with 100% employer match about $234,577 at 4% or $156,384 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-16$1,282,014$300,258$18,766iApproximate average salary by contribution assumption: employee only about $469,153 at 4% or $312,769 at 6%; with 50% employer match about $312,769 at 4% or $208,513 at 6%; with 100% employer match about $234,577 at 4% or $156,384 at 6%.
2008115$714,307$281,077$18,738iApproximate average salary by contribution assumption: employee only about $468,462 at 4% or $312,308 at 6%; with 50% employer match about $312,308 at 4% or $208,205 at 6%; with 100% employer match about $234,231 at 4% or $156,154 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-15$714,307$281,077$18,738iApproximate average salary by contribution assumption: employee only about $468,462 at 4% or $312,308 at 6%; with 50% employer match about $312,308 at 4% or $208,205 at 6%; with 100% employer match about $234,231 at 4% or $156,154 at 6%.
2007113$864,580$344,384$26,491iApproximate average salary by contribution assumption: employee only about $662,277 at 4% or $441,518 at 6%; with 50% employer match about $441,518 at 4% or $294,345 at 6%; with 100% employer match about $331,138 at 4% or $220,759 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-13$864,580$344,384$26,491iApproximate average salary by contribution assumption: employee only about $662,277 at 4% or $441,518 at 6%; with 50% employer match about $441,518 at 4% or $294,345 at 6%; with 100% employer match about $331,138 at 4% or $220,759 at 6%.
200617$443,882$219,407$31,344iApproximate average salary by contribution assumption: employee only about $783,596 at 4% or $522,398 at 6%; with 50% employer match about $522,398 at 4% or $348,265 at 6%; with 100% employer match about $391,798 at 4% or $261,199 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-7$443,882$219,407$31,344iApproximate average salary by contribution assumption: employee only about $783,596 at 4% or $522,398 at 6%; with 50% employer match about $522,398 at 4% or $348,265 at 6%; with 100% employer match about $391,798 at 4% or $261,199 at 6%.
200516$186,980$185,158$30,860iApproximate average salary by contribution assumption: employee only about $771,492 at 4% or $514,328 at 6%; with 50% employer match about $514,328 at 4% or $342,885 at 6%; with 100% employer match about $385,746 at 4% or $257,164 at 6%.
Patriot Wealth Management Inc. 401(K) Plan-6$186,980$185,158$30,860iApproximate average salary by contribution assumption: employee only about $771,492 at 4% or $514,328 at 6%; with 50% employer match about $514,328 at 4% or $342,885 at 6%; with 100% employer match about $385,746 at 4% or $257,164 at 6%.