Civic Intelligence

Tailormade Financial

Plan context: Tailormade Financial 401 K Plan

EIN 26-4560687 • The Woodlands, TX • 10 filings • 1 plans

6700 Woodlands Pkwy Ste 230 280The Woodlands, TX 77382
Current Snapshot

Latest Year

2018

2018 Participants

6

2018 Assets

$303,597

2018 Contributions

$3,300

Historical Graphs

Total Assets Over Time

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

$303,597$151,799$0200920132017YearValue
$303,597Latest year 2017

Participants Over Time

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

950200920132017YearValue
6Latest year 2017

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
201810$0$3,300-
Tailormade Financial 401 K Plan-0$0$3,300-
201716$303,597$9,987$1,665iApproximate average salary by contribution assumption: employee only about $41,613 at 4% or $27,742 at 6%; with 50% employer match about $27,742 at 4% or $18,494 at 6%; with 100% employer match about $20,806 at 4% or $13,871 at 6%.
Tailormade Financial 401 K Plan-6$303,597$9,987$1,665iApproximate average salary by contribution assumption: employee only about $41,613 at 4% or $27,742 at 6%; with 50% employer match about $27,742 at 4% or $18,494 at 6%; with 100% employer match about $20,806 at 4% or $13,871 at 6%.
201617$264,064$10,297$1,471iApproximate average salary by contribution assumption: employee only about $36,775 at 4% or $24,517 at 6%; with 50% employer match about $24,517 at 4% or $16,344 at 6%; with 100% employer match about $18,388 at 4% or $12,258 at 6%.
Tailormade Financial 401 K Plan-7$264,064$10,297$1,471iApproximate average salary by contribution assumption: employee only about $36,775 at 4% or $24,517 at 6%; with 50% employer match about $24,517 at 4% or $16,344 at 6%; with 100% employer match about $18,388 at 4% or $12,258 at 6%.
201517$237,430$11,661$1,666iApproximate average salary by contribution assumption: employee only about $41,646 at 4% or $27,764 at 6%; with 50% employer match about $27,764 at 4% or $18,510 at 6%; with 100% employer match about $20,823 at 4% or $13,882 at 6%.
Tailormade Financial 401 K Plan-7$237,430$11,661$1,666iApproximate average salary by contribution assumption: employee only about $41,646 at 4% or $27,764 at 6%; with 50% employer match about $27,764 at 4% or $18,510 at 6%; with 100% employer match about $20,823 at 4% or $13,882 at 6%.
201419$238,242$56,022$6,225iApproximate average salary by contribution assumption: employee only about $155,617 at 4% or $103,744 at 6%; with 50% employer match about $103,744 at 4% or $69,163 at 6%; with 100% employer match about $77,808 at 4% or $51,872 at 6%.
Tailormade Financial 401 K Plan-9$238,242$56,022$6,225iApproximate average salary by contribution assumption: employee only about $155,617 at 4% or $103,744 at 6%; with 50% employer match about $103,744 at 4% or $69,163 at 6%; with 100% employer match about $77,808 at 4% or $51,872 at 6%.
201316$173,874$17,474$2,912iApproximate average salary by contribution assumption: employee only about $72,808 at 4% or $48,539 at 6%; with 50% employer match about $48,539 at 4% or $32,359 at 6%; with 100% employer match about $36,404 at 4% or $24,269 at 6%.
Tailormade Financial 401 K Plan-6$173,874$17,474$2,912iApproximate average salary by contribution assumption: employee only about $72,808 at 4% or $48,539 at 6%; with 50% employer match about $48,539 at 4% or $32,359 at 6%; with 100% employer match about $36,404 at 4% or $24,269 at 6%.
201217$129,204$46,596$6,657iApproximate average salary by contribution assumption: employee only about $166,414 at 4% or $110,943 at 6%; with 50% employer match about $110,943 at 4% or $73,962 at 6%; with 100% employer match about $83,207 at 4% or $55,471 at 6%.
Tailormade Financial 401 K Plan-7$129,204$46,596$6,657iApproximate average salary by contribution assumption: employee only about $166,414 at 4% or $110,943 at 6%; with 50% employer match about $110,943 at 4% or $73,962 at 6%; with 100% employer match about $83,207 at 4% or $55,471 at 6%.
201115$72,918$37,834$7,567iApproximate average salary by contribution assumption: employee only about $189,170 at 4% or $126,113 at 6%; with 50% employer match about $126,113 at 4% or $84,076 at 6%; with 100% employer match about $94,585 at 4% or $63,057 at 6%.
Tailormade Financial 401 K Plan-5$72,918$37,834$7,567iApproximate average salary by contribution assumption: employee only about $189,170 at 4% or $126,113 at 6%; with 50% employer match about $126,113 at 4% or $84,076 at 6%; with 100% employer match about $94,585 at 4% or $63,057 at 6%.
201016$87,289$58,465$9,744iApproximate average salary by contribution assumption: employee only about $243,604 at 4% or $162,403 at 6%; with 50% employer match about $162,403 at 4% or $108,269 at 6%; with 100% employer match about $121,802 at 4% or $81,201 at 6%.
Tailormade Financial 401 K Plan-6$87,289$58,465$9,744iApproximate average salary by contribution assumption: employee only about $243,604 at 4% or $162,403 at 6%; with 50% employer match about $162,403 at 4% or $108,269 at 6%; with 100% employer match about $121,802 at 4% or $81,201 at 6%.
200916$24,731$23,332$3,889iApproximate average salary by contribution assumption: employee only about $97,217 at 4% or $64,811 at 6%; with 50% employer match about $64,811 at 4% or $43,207 at 6%; with 100% employer match about $48,608 at 4% or $32,406 at 6%.
Tailormade Financial 401 K Plan-6$24,731$23,332$3,889iApproximate average salary by contribution assumption: employee only about $97,217 at 4% or $64,811 at 6%; with 50% employer match about $64,811 at 4% or $43,207 at 6%; with 100% employer match about $48,608 at 4% or $32,406 at 6%.