Isleworth Management PLLC
Plan context: Isleworth Management PLLC 401(K) Plan
EIN 26-3042203 • Mckinney, TX • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,127,423
2024 Contributions
$73,741
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $2,127,423 | $73,741 | $12,290iApproximate average salary by contribution assumption: employee only about $307,254 at 4% or $204,836 at 6%; with 50% employer match about $204,836 at 4% or $136,557 at 6%; with 100% employer match about $153,627 at 4% or $102,418 at 6%. |
| Isleworth Management PLLC 401(K) Plan | - | 6 | $2,127,423 | $73,741 | $12,290iApproximate average salary by contribution assumption: employee only about $307,254 at 4% or $204,836 at 6%; with 50% employer match about $204,836 at 4% or $136,557 at 6%; with 100% employer match about $153,627 at 4% or $102,418 at 6%. |
| 2023 | 1 | 6 | $1,723,936 | $73,728 | $12,288iApproximate average salary by contribution assumption: employee only about $307,200 at 4% or $204,800 at 6%; with 50% employer match about $204,800 at 4% or $136,533 at 6%; with 100% employer match about $153,600 at 4% or $102,400 at 6%. |
| Isleworth Management PLLC 401(K) Plan | - | 6 | $1,723,936 | $73,728 | $12,288iApproximate average salary by contribution assumption: employee only about $307,200 at 4% or $204,800 at 6%; with 50% employer match about $204,800 at 4% or $136,533 at 6%; with 100% employer match about $153,600 at 4% or $102,400 at 6%. |
| 2022 | 1 | 5 | $1,483,562 | $55,204 | $11,041iApproximate average salary by contribution assumption: employee only about $276,020 at 4% or $184,013 at 6%; with 50% employer match about $184,013 at 4% or $122,676 at 6%; with 100% employer match about $138,010 at 4% or $92,007 at 6%. |
| Isleworth Management PLLC 401(K) Plan | - | 5 | $1,483,562 | $55,204 | $11,041iApproximate average salary by contribution assumption: employee only about $276,020 at 4% or $184,013 at 6%; with 50% employer match about $184,013 at 4% or $122,676 at 6%; with 100% employer match about $138,010 at 4% or $92,007 at 6%. |
| 2021 | 1 | 6 | $1,792,776 | $51,934 | $8,656iApproximate average salary by contribution assumption: employee only about $216,392 at 4% or $144,261 at 6%; with 50% employer match about $144,261 at 4% or $96,174 at 6%; with 100% employer match about $108,196 at 4% or $72,131 at 6%. |
| Isleworth Management PLLC 401(K) Plan | - | 6 | $1,792,776 | $51,934 | $8,656iApproximate average salary by contribution assumption: employee only about $216,392 at 4% or $144,261 at 6%; with 50% employer match about $144,261 at 4% or $96,174 at 6%; with 100% employer match about $108,196 at 4% or $72,131 at 6%. |
| 2020 | 1 | 7 | $1,464,167 | $68,670 | $9,810iApproximate average salary by contribution assumption: employee only about $245,250 at 4% or $163,500 at 6%; with 50% employer match about $163,500 at 4% or $109,000 at 6%; with 100% employer match about $122,625 at 4% or $81,750 at 6%. |
| Isleworth Management PLLC 401(K) Plan | - | 7 | $1,464,167 | $68,670 | $9,810iApproximate average salary by contribution assumption: employee only about $245,250 at 4% or $163,500 at 6%; with 50% employer match about $163,500 at 4% or $109,000 at 6%; with 100% employer match about $122,625 at 4% or $81,750 at 6%. |
| 2019 | 1 | 7 | $1,121,868 | $67,570 | $9,653iApproximate average salary by contribution assumption: employee only about $241,321 at 4% or $160,881 at 6%; with 50% employer match about $160,881 at 4% or $107,254 at 6%; with 100% employer match about $120,661 at 4% or $80,440 at 6%. |
| Isleworth Management PLLC 401(K) Plan | - | 7 | $1,121,868 | $67,570 | $9,653iApproximate average salary by contribution assumption: employee only about $241,321 at 4% or $160,881 at 6%; with 50% employer match about $160,881 at 4% or $107,254 at 6%; with 100% employer match about $120,661 at 4% or $80,440 at 6%. |
| 2018 | 1 | 7 | $851,873 | $52,428 | $7,490iApproximate average salary by contribution assumption: employee only about $187,243 at 4% or $124,829 at 6%; with 50% employer match about $124,829 at 4% or $83,219 at 6%; with 100% employer match about $93,621 at 4% or $62,414 at 6%. |
| Isleworth Management PLLC 401(K) Plan | - | 7 | $851,873 | $52,428 | $7,490iApproximate average salary by contribution assumption: employee only about $187,243 at 4% or $124,829 at 6%; with 50% employer match about $124,829 at 4% or $83,219 at 6%; with 100% employer match about $93,621 at 4% or $62,414 at 6%. |
| 2017 | 1 | 7 | $869,045 | $48,380 | $6,911iApproximate average salary by contribution assumption: employee only about $172,786 at 4% or $115,190 at 6%; with 50% employer match about $115,190 at 4% or $76,794 at 6%; with 100% employer match about $86,393 at 4% or $57,595 at 6%. |
| Isleworth Management PLLC 401(K) Plan | - | 7 | $869,045 | $48,380 | $6,911iApproximate average salary by contribution assumption: employee only about $172,786 at 4% or $115,190 at 6%; with 50% employer match about $115,190 at 4% or $76,794 at 6%; with 100% employer match about $86,393 at 4% or $57,595 at 6%. |
| 2016 | 1 | 13 | $767,100 | $57,188 | $4,399iApproximate average salary by contribution assumption: employee only about $109,977 at 4% or $73,318 at 6%; with 50% employer match about $73,318 at 4% or $48,879 at 6%; with 100% employer match about $54,988 at 4% or $36,659 at 6%. |
| Isleworth Management PLLC 401(K) Plan | - | 13 | $767,100 | $57,188 | $4,399iApproximate average salary by contribution assumption: employee only about $109,977 at 4% or $73,318 at 6%; with 50% employer match about $73,318 at 4% or $48,879 at 6%; with 100% employer match about $54,988 at 4% or $36,659 at 6%. |
| 2015 | 1 | 13 | $654,076 | $55,607 | $4,277iApproximate average salary by contribution assumption: employee only about $106,937 at 4% or $71,291 at 6%; with 50% employer match about $71,291 at 4% or $47,527 at 6%; with 100% employer match about $53,468 at 4% or $35,646 at 6%. |
| Isleworth Management PLLC 401(K) Plan | - | 13 | $654,076 | $55,607 | $4,277iApproximate average salary by contribution assumption: employee only about $106,937 at 4% or $71,291 at 6%; with 50% employer match about $71,291 at 4% or $47,527 at 6%; with 100% employer match about $53,468 at 4% or $35,646 at 6%. |