Civic Intelligence

Momentum Factor

Plan context: MOMENTUM FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST

EIN 26-1166130 • Austin, TX • 18 filings • 2 plans

4801 Spicewood Springs RoadSuite 250Austin, TX 78759
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$3,223,888

2024 Contributions

$271,233

Historical Graphs

Total Assets Over Time

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

$3,223,888$1,611,944$0201520202024YearValue
$3,223,888Latest year 2024

Participants Over Time

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

1890201520202024YearValue
18Latest 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
2024218$3,223,888$271,233$15,069iApproximate average salary by contribution assumption: employee only about $376,713 at 4% or $251,142 at 6%; with 50% employer match about $251,142 at 4% or $167,428 at 6%; with 100% employer match about $188,356 at 4% or $125,571 at 6%.
MOMENTUM FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST-17$2,485,522$71,916$4,230iApproximate average salary by contribution assumption: employee only about $105,759 at 4% or $70,506 at 6%; with 50% employer match about $70,506 at 4% or $47,004 at 6%; with 100% employer match about $52,879 at 4% or $35,253 at 6%.
Momentum Factor Retirement Trust-18$738,366$199,317$11,073iApproximate average salary by contribution assumption: employee only about $276,829 at 4% or $184,553 at 6%; with 50% employer match about $184,553 at 4% or $123,035 at 6%; with 100% employer match about $138,415 at 4% or $92,276 at 6%.
2023217$2,782,438$141,883$8,346iApproximate average salary by contribution assumption: employee only about $208,651 at 4% or $139,101 at 6%; with 50% employer match about $139,101 at 4% or $92,734 at 6%; with 100% employer match about $104,326 at 4% or $69,550 at 6%.
MOMENTUM FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST-16$2,301,961--
Momentum Factor Retirement Trust-17$480,477$141,883$8,346iApproximate average salary by contribution assumption: employee only about $208,651 at 4% or $139,101 at 6%; with 50% employer match about $139,101 at 4% or $92,734 at 6%; with 100% employer match about $104,326 at 4% or $69,550 at 6%.
2022216$2,457,122$663,816$41,489iApproximate average salary by contribution assumption: employee only about $1,037,213 at 4% or $691,475 at 6%; with 50% employer match about $691,475 at 4% or $460,983 at 6%; with 100% employer match about $518,606 at 4% or $345,738 at 6%.
MOMENTUM FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST-16$2,170,701$600,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Momentum Factor Retirement Trust-12$286,421$63,816$5,318iApproximate average salary by contribution assumption: employee only about $132,950 at 4% or $88,633 at 6%; with 50% employer match about $88,633 at 4% or $59,089 at 6%; with 100% employer match about $66,475 at 4% or $44,317 at 6%.
202128$1,976,014$335,070$41,884iApproximate average salary by contribution assumption: employee only about $1,047,094 at 4% or $698,063 at 6%; with 50% employer match about $698,063 at 4% or $465,375 at 6%; with 100% employer match about $523,547 at 4% or $349,031 at 6%.
MOMENTUM FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST-7$1,672,644$296,000$42,286iApproximate average salary by contribution assumption: employee only about $1,057,143 at 4% or $704,762 at 6%; with 50% employer match about $704,762 at 4% or $469,841 at 6%; with 100% employer match about $528,571 at 4% or $352,381 at 6%.
Momentum Factor Retirement Trust-8$303,370$39,070$4,884iApproximate average salary by contribution assumption: employee only about $122,094 at 4% or $81,396 at 6%; with 50% employer match about $81,396 at 4% or $54,264 at 6%; with 100% employer match about $61,047 at 4% or $40,698 at 6%.
202027$1,614,356$44,623$6,375iApproximate average salary by contribution assumption: employee only about $159,368 at 4% or $106,245 at 6%; with 50% employer match about $106,245 at 4% or $70,830 at 6%; with 100% employer match about $79,684 at 4% or $53,123 at 6%.
MOMENTUM FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST-6$1,378,840--
Momentum Factor Retirement Trust-7$235,516$44,623$6,375iApproximate average salary by contribution assumption: employee only about $159,368 at 4% or $106,245 at 6%; with 50% employer match about $106,245 at 4% or $70,830 at 6%; with 100% employer match about $79,684 at 4% or $53,123 at 6%.
201928$1,559,266$516,207$64,526iApproximate average salary by contribution assumption: employee only about $1,613,147 at 4% or $1,075,431 at 6%; with 50% employer match about $1,075,431 at 4% or $716,954 at 6%; with 100% employer match about $806,573 at 4% or $537,716 at 6%.
MOMENTUM FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST-5$1,367,543$485,805$97,161iApproximate average salary by contribution assumption: employee only about $2,429,025 at 4% or $1,619,350 at 6%; with 50% employer match about $1,619,350 at 4% or $1,079,567 at 6%; with 100% employer match about $1,214,513 at 4% or $809,675 at 6%.
Momentum Factor Retirement Trust-8$191,723$30,402$3,800iApproximate average salary by contribution assumption: employee only about $95,006 at 4% or $63,338 at 6%; with 50% employer match about $63,338 at 4% or $42,225 at 6%; with 100% employer match about $47,503 at 4% or $31,669 at 6%.
201829$1,023,472$396,747$44,083iApproximate average salary by contribution assumption: employee only about $1,102,075 at 4% or $734,717 at 6%; with 50% employer match about $734,717 at 4% or $489,811 at 6%; with 100% employer match about $551,038 at 4% or $367,358 at 6%.
MOMENTUM FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST-5$889,011$368,470$73,694iApproximate average salary by contribution assumption: employee only about $1,842,350 at 4% or $1,228,233 at 6%; with 50% employer match about $1,228,233 at 4% or $818,822 at 6%; with 100% employer match about $921,175 at 4% or $614,117 at 6%.
Momentum Factor Retirement Trust-9$134,461$28,277$3,142iApproximate average salary by contribution assumption: employee only about $78,547 at 4% or $52,365 at 6%; with 50% employer match about $52,365 at 4% or $34,910 at 6%; with 100% employer match about $39,274 at 4% or $26,182 at 6%.
2017210$728,695$622,901$62,290iApproximate average salary by contribution assumption: employee only about $1,557,253 at 4% or $1,038,168 at 6%; with 50% employer match about $1,038,168 at 4% or $692,112 at 6%; with 100% employer match about $778,626 at 4% or $519,084 at 6%.
MOMENTUM FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST-4$572,743$585,042$146,261iApproximate average salary by contribution assumption: employee only about $3,656,513 at 4% or $2,437,675 at 6%; with 50% employer match about $2,437,675 at 4% or $1,625,117 at 6%; with 100% employer match about $1,828,256 at 4% or $1,218,838 at 6%.
Momentum Factor Retirement Trust-10$155,952$37,859$3,786iApproximate average salary by contribution assumption: employee only about $94,648 at 4% or $63,098 at 6%; with 50% employer match about $63,098 at 4% or $42,066 at 6%; with 100% employer match about $47,324 at 4% or $31,549 at 6%.
201614$100,878$46,409$11,602iApproximate average salary by contribution assumption: employee only about $290,056 at 4% or $193,371 at 6%; with 50% employer match about $193,371 at 4% or $128,914 at 6%; with 100% employer match about $145,028 at 4% or $96,685 at 6%.
Momentum Factor Retirement Trust-4$100,878$46,409$11,602iApproximate average salary by contribution assumption: employee only about $290,056 at 4% or $193,371 at 6%; with 50% employer match about $193,371 at 4% or $128,914 at 6%; with 100% employer match about $145,028 at 4% or $96,685 at 6%.
201514$47,126$48,859$12,215iApproximate average salary by contribution assumption: employee only about $305,369 at 4% or $203,579 at 6%; with 50% employer match about $203,579 at 4% or $135,719 at 6%; with 100% employer match about $152,684 at 4% or $101,790 at 6%.
Momentum Factor Retirement Trust-4$47,126$48,859$12,215iApproximate average salary by contribution assumption: employee only about $305,369 at 4% or $203,579 at 6%; with 50% employer match about $203,579 at 4% or $135,719 at 6%; with 100% employer match about $152,684 at 4% or $101,790 at 6%.
Momentum Factor | EIN 26-1166130 | 2024 Form 5500 Company Profile