Civic Intelligence

Halcyon Wealth Advisors LLC

Plan context: Halcyon Wealth Advisors LLC 401(K) and Profit Sharing Plan

EIN 20-3102123 • Irving, TX • 11 filings • 2 plans

6565 N Macarthur Blvd#460Irving, TX 75039
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$426,558

2025 Contributions

$92,432

Historical Graphs

Total Assets Over Time

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

$608,598$304,299$0201520202024YearValue
$426,558Latest year 2024

Participants Over Time

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

740201520202024YearValue
5Latest 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
202510$0$92,432-
Halcyon Wealth Advisors LLC 401(K) and Profit Sharing Plan-0$0$92,432-
202415$426,558$132,041$26,408iApproximate average salary by contribution assumption: employee only about $660,205 at 4% or $440,137 at 6%; with 50% employer match about $440,137 at 4% or $293,424 at 6%; with 100% employer match about $330,103 at 4% or $220,068 at 6%.
Halcyon Wealth Advisors LLC 401(K) and Profit Sharing Plan-5$426,558$132,041$26,408iApproximate average salary by contribution assumption: employee only about $660,205 at 4% or $440,137 at 6%; with 50% employer match about $440,137 at 4% or $293,424 at 6%; with 100% employer match about $330,103 at 4% or $220,068 at 6%.
202316$608,598$134,589$22,432iApproximate average salary by contribution assumption: employee only about $560,788 at 4% or $373,858 at 6%; with 50% employer match about $373,858 at 4% or $249,239 at 6%; with 100% employer match about $280,394 at 4% or $186,929 at 6%.
Halcyon Wealth Advisors LLC 401(K) and Profit Sharing Plan-6$608,598$134,589$22,432iApproximate average salary by contribution assumption: employee only about $560,788 at 4% or $373,858 at 6%; with 50% employer match about $373,858 at 4% or $249,239 at 6%; with 100% employer match about $280,394 at 4% or $186,929 at 6%.
202216$407,850$111,211$18,535iApproximate average salary by contribution assumption: employee only about $463,379 at 4% or $308,919 at 6%; with 50% employer match about $308,919 at 4% or $205,946 at 6%; with 100% employer match about $231,690 at 4% or $154,460 at 6%.
Halcyon Wealth Advisors LLC 401(K) and Profit Sharing Plan-6$407,850$111,211$18,535iApproximate average salary by contribution assumption: employee only about $463,379 at 4% or $308,919 at 6%; with 50% employer match about $308,919 at 4% or $205,946 at 6%; with 100% employer match about $231,690 at 4% or $154,460 at 6%.
202117$574,460$88,904$12,701iApproximate average salary by contribution assumption: employee only about $317,514 at 4% or $211,676 at 6%; with 50% employer match about $211,676 at 4% or $141,117 at 6%; with 100% employer match about $158,757 at 4% or $105,838 at 6%.
Halcyon Wealth Advisors LLC 401(K) and Profit Sharing Plan-7$574,460$88,904$12,701iApproximate average salary by contribution assumption: employee only about $317,514 at 4% or $211,676 at 6%; with 50% employer match about $211,676 at 4% or $141,117 at 6%; with 100% employer match about $158,757 at 4% or $105,838 at 6%.
202016$421,044$92,474$15,412iApproximate average salary by contribution assumption: employee only about $385,308 at 4% or $256,872 at 6%; with 50% employer match about $256,872 at 4% or $171,248 at 6%; with 100% employer match about $192,654 at 4% or $128,436 at 6%.
Halcyon Wealth Advisors LLC 401(K) and Profit Sharing Plan-6$421,044$92,474$15,412iApproximate average salary by contribution assumption: employee only about $385,308 at 4% or $256,872 at 6%; with 50% employer match about $256,872 at 4% or $171,248 at 6%; with 100% employer match about $192,654 at 4% or $128,436 at 6%.
201917$287,858$92,634$13,233iApproximate average salary by contribution assumption: employee only about $330,836 at 4% or $220,557 at 6%; with 50% employer match about $220,557 at 4% or $147,038 at 6%; with 100% employer match about $165,418 at 4% or $110,279 at 6%.
Halcyon Wealth Advisors LLC 401(K) and Profit Sharing Plan-7$287,858$92,634$13,233iApproximate average salary by contribution assumption: employee only about $330,836 at 4% or $220,557 at 6%; with 50% employer match about $220,557 at 4% or $147,038 at 6%; with 100% employer match about $165,418 at 4% or $110,279 at 6%.
201817$275,538$111,047$15,864iApproximate average salary by contribution assumption: employee only about $396,596 at 4% or $264,398 at 6%; with 50% employer match about $264,398 at 4% or $176,265 at 6%; with 100% employer match about $198,298 at 4% or $132,199 at 6%.
Halcyon Wealth Advisors LLC 401(K) and Profit Sharing Plan-7$275,538$111,047$15,864iApproximate average salary by contribution assumption: employee only about $396,596 at 4% or $264,398 at 6%; with 50% employer match about $264,398 at 4% or $176,265 at 6%; with 100% employer match about $198,298 at 4% or $132,199 at 6%.
201715$196,967$69,486$13,897iApproximate average salary by contribution assumption: employee only about $347,430 at 4% or $231,620 at 6%; with 50% employer match about $231,620 at 4% or $154,413 at 6%; with 100% employer match about $173,715 at 4% or $115,810 at 6%.
Halcyon Wealth Advisors LLC 401(K) and Profit Sharing Plan-5$196,967$69,486$13,897iApproximate average salary by contribution assumption: employee only about $347,430 at 4% or $231,620 at 6%; with 50% employer match about $231,620 at 4% or $154,413 at 6%; with 100% employer match about $173,715 at 4% or $115,810 at 6%.
201615$167,249$77,989$15,598iApproximate average salary by contribution assumption: employee only about $389,945 at 4% or $259,963 at 6%; with 50% employer match about $259,963 at 4% or $173,309 at 6%; with 100% employer match about $194,973 at 4% or $129,982 at 6%.
Halcyon Wealth Advisors LLC 401(K) and Profit Sharing Plan-5$167,249$77,989$15,598iApproximate average salary by contribution assumption: employee only about $389,945 at 4% or $259,963 at 6%; with 50% employer match about $259,963 at 4% or $173,309 at 6%; with 100% employer match about $194,973 at 4% or $129,982 at 6%.
201515$93,235$96,583$19,317iApproximate average salary by contribution assumption: employee only about $482,915 at 4% or $321,943 at 6%; with 50% employer match about $321,943 at 4% or $214,629 at 6%; with 100% employer match about $241,457 at 4% or $160,972 at 6%.
Halcyon Wealth Advisors LLC 401(K) and Profit Sharing Plan-5$93,235$96,583$19,317iApproximate average salary by contribution assumption: employee only about $482,915 at 4% or $321,943 at 6%; with 50% employer match about $321,943 at 4% or $214,629 at 6%; with 100% employer match about $241,457 at 4% or $160,972 at 6%.