Partnersinwealth
Plan context: Partnersinwealth Retirement Trust
EIN 20-2989855 • Houston, TX • 6 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
6
2020 Assets
$467,031
2020 Contributions
$63,294
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $63,294 | - |
| Partnersinwealth Retirement Trust | - | 0 | $0 | $63,294 | - |
| 2019 | 1 | 6 | $467,031 | $123,752 | $20,625iApproximate average salary by contribution assumption: employee only about $515,633 at 4% or $343,756 at 6%; with 50% employer match about $343,756 at 4% or $229,170 at 6%; with 100% employer match about $257,817 at 4% or $171,878 at 6%. |
| Partnersinwealth Retirement Trust | - | 6 | $467,031 | $123,752 | $20,625iApproximate average salary by contribution assumption: employee only about $515,633 at 4% or $343,756 at 6%; with 50% employer match about $343,756 at 4% or $229,170 at 6%; with 100% employer match about $257,817 at 4% or $171,878 at 6%. |
| 2018 | 1 | 6 | $275,763 | $86,386 | $14,398iApproximate average salary by contribution assumption: employee only about $359,942 at 4% or $239,961 at 6%; with 50% employer match about $239,961 at 4% or $159,974 at 6%; with 100% employer match about $179,971 at 4% or $119,981 at 6%. |
| Partnersinwealth Retirement Trust | - | 6 | $275,763 | $86,386 | $14,398iApproximate average salary by contribution assumption: employee only about $359,942 at 4% or $239,961 at 6%; with 50% employer match about $239,961 at 4% or $159,974 at 6%; with 100% employer match about $179,971 at 4% or $119,981 at 6%. |
| 2017 | 1 | 5 | $227,508 | $78,405 | $15,681iApproximate average salary by contribution assumption: employee only about $392,025 at 4% or $261,350 at 6%; with 50% employer match about $261,350 at 4% or $174,233 at 6%; with 100% employer match about $196,013 at 4% or $130,675 at 6%. |
| Partnersinwealth Retirement Trust | - | 5 | $227,508 | $78,405 | $15,681iApproximate average salary by contribution assumption: employee only about $392,025 at 4% or $261,350 at 6%; with 50% employer match about $261,350 at 4% or $174,233 at 6%; with 100% employer match about $196,013 at 4% or $130,675 at 6%. |
| 2016 | 1 | 4 | $129,410 | $74,506 | $18,627iApproximate average salary by contribution assumption: employee only about $465,663 at 4% or $310,442 at 6%; with 50% employer match about $310,442 at 4% or $206,961 at 6%; with 100% employer match about $232,831 at 4% or $155,221 at 6%. |
| Partnersinwealth Retirement Trust | - | 4 | $129,410 | $74,506 | $18,627iApproximate average salary by contribution assumption: employee only about $465,663 at 4% or $310,442 at 6%; with 50% employer match about $310,442 at 4% or $206,961 at 6%; with 100% employer match about $232,831 at 4% or $155,221 at 6%. |
| 2015 | 1 | 2 | $35,416 | $46,790 | $23,395iApproximate average salary by contribution assumption: employee only about $584,875 at 4% or $389,917 at 6%; with 50% employer match about $389,917 at 4% or $259,944 at 6%; with 100% employer match about $292,438 at 4% or $194,958 at 6%. |
| Partnersinwealth Retirement Trust | - | 2 | $35,416 | $46,790 | $23,395iApproximate average salary by contribution assumption: employee only about $584,875 at 4% or $389,917 at 6%; with 50% employer match about $389,917 at 4% or $259,944 at 6%; with 100% employer match about $292,438 at 4% or $194,958 at 6%. |