Civic Intelligence

Joyce Mcfarland LLP

Plan context: Joyce Mcfarland LLP Retirement Trust

EIN 26-3501796 • Houston, TX • 15 filings • 5 plans

712 MainSuite 1500Houston, TX 77002
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$1,500,586

2023 Contributions

$128,550

Historical Graphs

Total Assets Over Time

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

$1,500,586$750,293$0201020172023YearValue
$1,500,586Latest year 2023

Participants Over Time

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

1580201020172023YearValue
4Latest year 2023

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
202324$1,500,586$128,550$32,138iApproximate average salary by contribution assumption: employee only about $803,438 at 4% or $535,625 at 6%; with 50% employer match about $535,625 at 4% or $357,083 at 6%; with 100% employer match about $401,719 at 4% or $267,813 at 6%.
Joyce Mcfarland LLP Retirement Trust-4$1,500,586$128,119$32,030iApproximate average salary by contribution assumption: employee only about $800,744 at 4% or $533,829 at 6%; with 50% employer match about $533,829 at 4% or $355,886 at 6%; with 100% employer match about $400,372 at 4% or $266,915 at 6%.
Joyce Mcfarland LLP Retirement Trust-0$0$431-
202217$1,335,636$138,866$19,838iApproximate average salary by contribution assumption: employee only about $495,950 at 4% or $330,633 at 6%; with 50% employer match about $330,633 at 4% or $220,422 at 6%; with 100% employer match about $247,975 at 4% or $165,317 at 6%.
Joyce Mcfarland LLP Retirement Trust-7$1,335,636$138,866$19,838iApproximate average salary by contribution assumption: employee only about $495,950 at 4% or $330,633 at 6%; with 50% employer match about $330,633 at 4% or $220,422 at 6%; with 100% employer match about $247,975 at 4% or $165,317 at 6%.
202117$1,463,431$203,808$29,115iApproximate average salary by contribution assumption: employee only about $727,886 at 4% or $485,257 at 6%; with 50% employer match about $485,257 at 4% or $323,505 at 6%; with 100% employer match about $363,943 at 4% or $242,629 at 6%.
Joyce Mcfarland LLP Retirement Trust-7$1,463,431$203,808$29,115iApproximate average salary by contribution assumption: employee only about $727,886 at 4% or $485,257 at 6%; with 50% employer match about $485,257 at 4% or $323,505 at 6%; with 100% employer match about $363,943 at 4% or $242,629 at 6%.
202019$1,154,268$105,699$11,744iApproximate average salary by contribution assumption: employee only about $293,608 at 4% or $195,739 at 6%; with 50% employer match about $195,739 at 4% or $130,493 at 6%; with 100% employer match about $146,804 at 4% or $97,869 at 6%.
Joyce Mcfarland LLP Retirement Trust-9$1,154,268$105,699$11,744iApproximate average salary by contribution assumption: employee only about $293,608 at 4% or $195,739 at 6%; with 50% employer match about $195,739 at 4% or $130,493 at 6%; with 100% employer match about $146,804 at 4% or $97,869 at 6%.
201919$1,163,991$53,523$5,947iApproximate average salary by contribution assumption: employee only about $148,675 at 4% or $99,117 at 6%; with 50% employer match about $99,117 at 4% or $66,078 at 6%; with 100% employer match about $74,338 at 4% or $49,558 at 6%.
Joyce Mcfarland LLP Retirement Trust-9$1,163,991$53,523$5,947iApproximate average salary by contribution assumption: employee only about $148,675 at 4% or $99,117 at 6%; with 50% employer match about $99,117 at 4% or $66,078 at 6%; with 100% employer match about $74,338 at 4% or $49,558 at 6%.
201819$1,101,504$194,468$21,608iApproximate average salary by contribution assumption: employee only about $540,189 at 4% or $360,126 at 6%; with 50% employer match about $360,126 at 4% or $240,084 at 6%; with 100% employer match about $270,094 at 4% or $180,063 at 6%.
Joyce Mcfarland LLP Retirement Trust-9$1,101,504$194,468$21,608iApproximate average salary by contribution assumption: employee only about $540,189 at 4% or $360,126 at 6%; with 50% employer match about $360,126 at 4% or $240,084 at 6%; with 100% employer match about $270,094 at 4% or $180,063 at 6%.
2017110$1,192,704$38,309$3,831iApproximate average salary by contribution assumption: employee only about $95,773 at 4% or $63,848 at 6%; with 50% employer match about $63,848 at 4% or $42,566 at 6%; with 100% employer match about $47,886 at 4% or $31,924 at 6%.
Joyce Mcfarland LLP Retirement Trust-10$1,192,704$38,309$3,831iApproximate average salary by contribution assumption: employee only about $95,773 at 4% or $63,848 at 6%; with 50% employer match about $63,848 at 4% or $42,566 at 6%; with 100% employer match about $47,886 at 4% or $31,924 at 6%.
2016110$1,040,427$96,582$9,658iApproximate average salary by contribution assumption: employee only about $241,455 at 4% or $160,970 at 6%; with 50% employer match about $160,970 at 4% or $107,313 at 6%; with 100% employer match about $120,728 at 4% or $80,485 at 6%.
Joyce Mcfarland LLP Retirement Trust-10$1,040,427$96,582$9,658iApproximate average salary by contribution assumption: employee only about $241,455 at 4% or $160,970 at 6%; with 50% employer match about $160,970 at 4% or $107,313 at 6%; with 100% employer match about $120,728 at 4% or $80,485 at 6%.
2015112$888,204$87,455$7,288iApproximate average salary by contribution assumption: employee only about $182,198 at 4% or $121,465 at 6%; with 50% employer match about $121,465 at 4% or $80,977 at 6%; with 100% employer match about $91,099 at 4% or $60,733 at 6%.
Joyce Mcfarland LLP Retirement Trust-12$888,204$87,455$7,288iApproximate average salary by contribution assumption: employee only about $182,198 at 4% or $121,465 at 6%; with 50% employer match about $121,465 at 4% or $80,977 at 6%; with 100% employer match about $91,099 at 4% or $60,733 at 6%.
2014115$1,040,735$149,022$9,935iApproximate average salary by contribution assumption: employee only about $248,370 at 4% or $165,580 at 6%; with 50% employer match about $165,580 at 4% or $110,387 at 6%; with 100% employer match about $124,185 at 4% or $82,790 at 6%.
Joyce Mcfarland LLP Retirement Trust-15$1,040,735$149,022$9,935iApproximate average salary by contribution assumption: employee only about $248,370 at 4% or $165,580 at 6%; with 50% employer match about $165,580 at 4% or $110,387 at 6%; with 100% employer match about $124,185 at 4% or $82,790 at 6%.
2013115$784,297$178,141$11,876iApproximate average salary by contribution assumption: employee only about $296,902 at 4% or $197,934 at 6%; with 50% employer match about $197,934 at 4% or $131,956 at 6%; with 100% employer match about $148,451 at 4% or $98,967 at 6%.
Joyce Mcfarland LLP Retirement Trust-15$784,297$178,141$11,876iApproximate average salary by contribution assumption: employee only about $296,902 at 4% or $197,934 at 6%; with 50% employer match about $197,934 at 4% or $131,956 at 6%; with 100% employer match about $148,451 at 4% or $98,967 at 6%.
2012114$487,513$207,728$14,838iApproximate average salary by contribution assumption: employee only about $370,943 at 4% or $247,295 at 6%; with 50% employer match about $247,295 at 4% or $164,863 at 6%; with 100% employer match about $185,471 at 4% or $123,648 at 6%.
Joyce Mcfarland LLP Retirement Trust-14$487,513$207,728$14,838iApproximate average salary by contribution assumption: employee only about $370,943 at 4% or $247,295 at 6%; with 50% employer match about $247,295 at 4% or $164,863 at 6%; with 100% employer match about $185,471 at 4% or $123,648 at 6%.
2011114$233,589$144,705$10,336iApproximate average salary by contribution assumption: employee only about $258,402 at 4% or $172,268 at 6%; with 50% employer match about $172,268 at 4% or $114,845 at 6%; with 100% employer match about $129,201 at 4% or $86,134 at 6%.
Joyce Mcfarland LLP Retirement Trust-14$233,589$144,705$10,336iApproximate average salary by contribution assumption: employee only about $258,402 at 4% or $172,268 at 6%; with 50% employer match about $172,268 at 4% or $114,845 at 6%; with 100% employer match about $129,201 at 4% or $86,134 at 6%.
2010110$95,346$86,485$8,649iApproximate average salary by contribution assumption: employee only about $216,213 at 4% or $144,142 at 6%; with 50% employer match about $144,142 at 4% or $96,094 at 6%; with 100% employer match about $108,106 at 4% or $72,071 at 6%.
Joyce Mcfarland LLP Retirement Trust-10$95,346$86,485$8,649iApproximate average salary by contribution assumption: employee only about $216,213 at 4% or $144,142 at 6%; with 50% employer match about $144,142 at 4% or $96,094 at 6%; with 100% employer match about $108,106 at 4% or $72,071 at 6%.
Joyce Mcfarland LLP | EIN 26-3501796 | 2023 Form 5500 Company Profile