Civic Intelligence

Shank Wealth Management LLC

Plan context: Shank Wealth Management 401(K) Plan

EIN 20-5774321 • Kingwood, TX • 19 filings • 2 plans

2627 Chestnut Ridge Ste 260Kingwood, TX 77339
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$481,183

2025 Contributions

$61,336

Historical Graphs

Total Assets Over Time

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

$916,182$458,091$0200920172025YearValue
$481,183Latest year 2025

Participants Over Time

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

630200720172025YearValue
5Latest year 2025

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
202515$481,183$61,336$12,267iApproximate average salary by contribution assumption: employee only about $306,680 at 4% or $204,453 at 6%; with 50% employer match about $204,453 at 4% or $136,302 at 6%; with 100% employer match about $153,340 at 4% or $102,227 at 6%.
Shank Wealth Management 401(K) Plan-5$481,183$61,336$12,267iApproximate average salary by contribution assumption: employee only about $306,680 at 4% or $204,453 at 6%; with 50% employer match about $204,453 at 4% or $136,302 at 6%; with 100% employer match about $153,340 at 4% or $102,227 at 6%.
202415$392,750$83,434$16,687iApproximate average salary by contribution assumption: employee only about $417,170 at 4% or $278,113 at 6%; with 50% employer match about $278,113 at 4% or $185,409 at 6%; with 100% employer match about $208,585 at 4% or $139,057 at 6%.
Shank Wealth Management 401(K) Plan-5$392,750$83,434$16,687iApproximate average salary by contribution assumption: employee only about $417,170 at 4% or $278,113 at 6%; with 50% employer match about $278,113 at 4% or $185,409 at 6%; with 100% employer match about $208,585 at 4% or $139,057 at 6%.
202315$286,692$79,058$15,812iApproximate average salary by contribution assumption: employee only about $395,290 at 4% or $263,527 at 6%; with 50% employer match about $263,527 at 4% or $175,684 at 6%; with 100% employer match about $197,645 at 4% or $131,763 at 6%.
Shank Wealth Management 401(K) Plan-5$286,692$79,058$15,812iApproximate average salary by contribution assumption: employee only about $395,290 at 4% or $263,527 at 6%; with 50% employer match about $263,527 at 4% or $175,684 at 6%; with 100% employer match about $197,645 at 4% or $131,763 at 6%.
202216$180,782$79,788$13,298iApproximate average salary by contribution assumption: employee only about $332,450 at 4% or $221,633 at 6%; with 50% employer match about $221,633 at 4% or $147,756 at 6%; with 100% employer match about $166,225 at 4% or $110,817 at 6%.
Shank Wealth Management 401(K) Plan-6$180,782$79,788$13,298iApproximate average salary by contribution assumption: employee only about $332,450 at 4% or $221,633 at 6%; with 50% employer match about $221,633 at 4% or $147,756 at 6%; with 100% employer match about $166,225 at 4% or $110,817 at 6%.
202116$916,182$78,164$13,027iApproximate average salary by contribution assumption: employee only about $325,683 at 4% or $217,122 at 6%; with 50% employer match about $217,122 at 4% or $144,748 at 6%; with 100% employer match about $162,842 at 4% or $108,561 at 6%.
Shank Wealth Management 401(K) Plan-6$916,182$78,164$13,027iApproximate average salary by contribution assumption: employee only about $325,683 at 4% or $217,122 at 6%; with 50% employer match about $217,122 at 4% or $144,748 at 6%; with 100% employer match about $162,842 at 4% or $108,561 at 6%.
202015$692,288$53,164$10,633iApproximate average salary by contribution assumption: employee only about $265,820 at 4% or $177,213 at 6%; with 50% employer match about $177,213 at 4% or $118,142 at 6%; with 100% employer match about $132,910 at 4% or $88,607 at 6%.
Shank Wealth Management 401(K) Plan-5$692,288$53,164$10,633iApproximate average salary by contribution assumption: employee only about $265,820 at 4% or $177,213 at 6%; with 50% employer match about $177,213 at 4% or $118,142 at 6%; with 100% employer match about $132,910 at 4% or $88,607 at 6%.
201915$515,260$40,914$8,183iApproximate average salary by contribution assumption: employee only about $204,570 at 4% or $136,380 at 6%; with 50% employer match about $136,380 at 4% or $90,920 at 6%; with 100% employer match about $102,285 at 4% or $68,190 at 6%.
Shank Wealth Management 401(K) Plan-5$515,260$40,914$8,183iApproximate average salary by contribution assumption: employee only about $204,570 at 4% or $136,380 at 6%; with 50% employer match about $136,380 at 4% or $90,920 at 6%; with 100% employer match about $102,285 at 4% or $68,190 at 6%.
201815$371,214$39,614$7,923iApproximate average salary by contribution assumption: employee only about $198,070 at 4% or $132,047 at 6%; with 50% employer match about $132,047 at 4% or $88,031 at 6%; with 100% employer match about $99,035 at 4% or $66,023 at 6%.
Shank Wealth Management 401(K) Plan-5$371,214$39,614$7,923iApproximate average salary by contribution assumption: employee only about $198,070 at 4% or $132,047 at 6%; with 50% employer match about $132,047 at 4% or $88,031 at 6%; with 100% employer match about $99,035 at 4% or $66,023 at 6%.
201715$380,458$37,967$7,593iApproximate average salary by contribution assumption: employee only about $189,835 at 4% or $126,557 at 6%; with 50% employer match about $126,557 at 4% or $84,371 at 6%; with 100% employer match about $94,918 at 4% or $63,278 at 6%.
Shank Wealth Management 401(K) Plan-5$380,458$37,967$7,593iApproximate average salary by contribution assumption: employee only about $189,835 at 4% or $126,557 at 6%; with 50% employer match about $126,557 at 4% or $84,371 at 6%; with 100% employer match about $94,918 at 4% or $63,278 at 6%.
201615$291,948$39,541$7,908iApproximate average salary by contribution assumption: employee only about $197,705 at 4% or $131,803 at 6%; with 50% employer match about $131,803 at 4% or $87,869 at 6%; with 100% employer match about $98,853 at 4% or $65,902 at 6%.
Shank Wealth Management 401(K) Plan-5$291,948$39,541$7,908iApproximate average salary by contribution assumption: employee only about $197,705 at 4% or $131,803 at 6%; with 50% employer match about $131,803 at 4% or $87,869 at 6%; with 100% employer match about $98,853 at 4% or $65,902 at 6%.
201516$233,287$40,394$6,732iApproximate average salary by contribution assumption: employee only about $168,308 at 4% or $112,206 at 6%; with 50% employer match about $112,206 at 4% or $74,804 at 6%; with 100% employer match about $84,154 at 4% or $56,103 at 6%.
Shank Wealth Management 401(K) Plan-6$233,287$40,394$6,732iApproximate average salary by contribution assumption: employee only about $168,308 at 4% or $112,206 at 6%; with 50% employer match about $112,206 at 4% or $74,804 at 6%; with 100% employer match about $84,154 at 4% or $56,103 at 6%.
201416$198,935$37,304$6,217iApproximate average salary by contribution assumption: employee only about $155,433 at 4% or $103,622 at 6%; with 50% employer match about $103,622 at 4% or $69,081 at 6%; with 100% employer match about $77,717 at 4% or $51,811 at 6%.
Shank Wealth Management 401(K) Plan-6$198,935$37,304$6,217iApproximate average salary by contribution assumption: employee only about $155,433 at 4% or $103,622 at 6%; with 50% employer match about $103,622 at 4% or $69,081 at 6%; with 100% employer match about $77,717 at 4% or $51,811 at 6%.
201316$151,481$52,077$8,680iApproximate average salary by contribution assumption: employee only about $216,988 at 4% or $144,658 at 6%; with 50% employer match about $144,658 at 4% or $96,439 at 6%; with 100% employer match about $108,494 at 4% or $72,329 at 6%.
Shank Wealth Management 401(K) Plan-6$151,481$52,077$8,680iApproximate average salary by contribution assumption: employee only about $216,988 at 4% or $144,658 at 6%; with 50% employer match about $144,658 at 4% or $96,439 at 6%; with 100% employer match about $108,494 at 4% or $72,329 at 6%.
201214$100,374$21,680$5,420iApproximate average salary by contribution assumption: employee only about $135,500 at 4% or $90,333 at 6%; with 50% employer match about $90,333 at 4% or $60,222 at 6%; with 100% employer match about $67,750 at 4% or $45,167 at 6%.
Shank Wealth Management 401(K) Plan-4$100,374$21,680$5,420iApproximate average salary by contribution assumption: employee only about $135,500 at 4% or $90,333 at 6%; with 50% employer match about $90,333 at 4% or $60,222 at 6%; with 100% employer match about $67,750 at 4% or $45,167 at 6%.
201114$68,394$14,330$3,583iApproximate average salary by contribution assumption: employee only about $89,563 at 4% or $59,708 at 6%; with 50% employer match about $59,708 at 4% or $39,806 at 6%; with 100% employer match about $44,781 at 4% or $29,854 at 6%.
Shank Wealth Management 401(K) Plan-4$68,394$14,330$3,583iApproximate average salary by contribution assumption: employee only about $89,563 at 4% or $59,708 at 6%; with 50% employer match about $59,708 at 4% or $39,806 at 6%; with 100% employer match about $44,781 at 4% or $29,854 at 6%.
201014$58,071$13,320$3,330iApproximate average salary by contribution assumption: employee only about $83,250 at 4% or $55,500 at 6%; with 50% employer match about $55,500 at 4% or $37,000 at 6%; with 100% employer match about $41,625 at 4% or $27,750 at 6%.
Shank Wealth Management 401(K) Plan-4$58,071$13,320$3,330iApproximate average salary by contribution assumption: employee only about $83,250 at 4% or $55,500 at 6%; with 50% employer match about $55,500 at 4% or $37,000 at 6%; with 100% employer match about $41,625 at 4% or $27,750 at 6%.
200924$38,164$13,820$3,455iApproximate average salary by contribution assumption: employee only about $86,375 at 4% or $57,583 at 6%; with 50% employer match about $57,583 at 4% or $38,389 at 6%; with 100% employer match about $43,188 at 4% or $28,792 at 6%.
Shank Wealth Management 401(K) Plan-4$38,164$13,820$3,455iApproximate average salary by contribution assumption: employee only about $86,375 at 4% or $57,583 at 6%; with 50% employer match about $57,583 at 4% or $38,389 at 6%; with 100% employer match about $43,188 at 4% or $28,792 at 6%.
Shank Wealth Management 401(K) Plan-----
200714$0$0-
Shank Wealth Management 401(K) Plan-4---