Civic Intelligence

PROMONTORY GERIATRICS, LLC

Plan context: PROMONTORY GERIATRICS 401(K) PLAN

EIN 27-2212539 • Desoto, TX • 8 filings • 2 plans

2727 Bolton Boone Dr., Ste. 114Desoto, TX 75115
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$7,191,316

2025 Contributions

$74,540

Historical Graphs

Total Assets Over Time

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

$7,191,316$3,595,658$0201820222025YearValue
$7,191,316Latest year 2025

Participants Over Time

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

420201820222025YearValue
4Latest 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
202514$7,191,316$74,540$18,635iApproximate average salary by contribution assumption: employee only about $465,875 at 4% or $310,583 at 6%; with 50% employer match about $310,583 at 4% or $207,056 at 6%; with 100% employer match about $232,938 at 4% or $155,292 at 6%.
PROMONTORY GERIATRICS 401(K) PLAN-4$7,191,316$74,540$18,635iApproximate average salary by contribution assumption: employee only about $465,875 at 4% or $310,583 at 6%; with 50% employer match about $310,583 at 4% or $207,056 at 6%; with 100% employer match about $232,938 at 4% or $155,292 at 6%.
202414$5,903,217$123,387$30,847iApproximate average salary by contribution assumption: employee only about $771,169 at 4% or $514,113 at 6%; with 50% employer match about $514,113 at 4% or $342,742 at 6%; with 100% employer match about $385,584 at 4% or $257,056 at 6%.
PROMONTORY GERIATRICS 401K PLAN-4$5,903,217$123,387$30,847iApproximate average salary by contribution assumption: employee only about $771,169 at 4% or $514,113 at 6%; with 50% employer match about $514,113 at 4% or $342,742 at 6%; with 100% employer match about $385,584 at 4% or $257,056 at 6%.
202314$4,859,436$119,875$29,969iApproximate average salary by contribution assumption: employee only about $749,219 at 4% or $499,479 at 6%; with 50% employer match about $499,479 at 4% or $332,986 at 6%; with 100% employer match about $374,609 at 4% or $249,740 at 6%.
PROMONTORY GERIATRICS 401K PLAN-4$4,859,436$119,875$29,969iApproximate average salary by contribution assumption: employee only about $749,219 at 4% or $499,479 at 6%; with 50% employer match about $499,479 at 4% or $332,986 at 6%; with 100% employer match about $374,609 at 4% or $249,740 at 6%.
202214$3,809,551$102,567$25,642iApproximate average salary by contribution assumption: employee only about $641,044 at 4% or $427,363 at 6%; with 50% employer match about $427,363 at 4% or $284,908 at 6%; with 100% employer match about $320,522 at 4% or $213,681 at 6%.
PROMONTORY GERIATRICS 401K PLAN-4$3,809,551$102,567$25,642iApproximate average salary by contribution assumption: employee only about $641,044 at 4% or $427,363 at 6%; with 50% employer match about $427,363 at 4% or $284,908 at 6%; with 100% employer match about $320,522 at 4% or $213,681 at 6%.
202114$4,798,904$98,009$24,502iApproximate average salary by contribution assumption: employee only about $612,556 at 4% or $408,371 at 6%; with 50% employer match about $408,371 at 4% or $272,247 at 6%; with 100% employer match about $306,278 at 4% or $204,185 at 6%.
PROMONTORY GERIATRICS 401K PLAN-4$4,798,904$98,009$24,502iApproximate average salary by contribution assumption: employee only about $612,556 at 4% or $408,371 at 6%; with 50% employer match about $408,371 at 4% or $272,247 at 6%; with 100% employer match about $306,278 at 4% or $204,185 at 6%.
202014$4,112,649$414,847$103,712iApproximate average salary by contribution assumption: employee only about $2,592,794 at 4% or $1,728,529 at 6%; with 50% employer match about $1,728,529 at 4% or $1,152,353 at 6%; with 100% employer match about $1,296,397 at 4% or $864,265 at 6%.
PROMONTORY GERIATRICS 401K PLAN-4$4,112,649$414,847$103,712iApproximate average salary by contribution assumption: employee only about $2,592,794 at 4% or $1,728,529 at 6%; with 50% employer match about $1,728,529 at 4% or $1,152,353 at 6%; with 100% employer match about $1,296,397 at 4% or $864,265 at 6%.
201914$2,920,239$93,926$23,482iApproximate average salary by contribution assumption: employee only about $587,038 at 4% or $391,358 at 6%; with 50% employer match about $391,358 at 4% or $260,906 at 6%; with 100% employer match about $293,519 at 4% or $195,679 at 6%.
PROMONTORY GERIATRICS 401K PLAN-4$2,920,239$93,926$23,482iApproximate average salary by contribution assumption: employee only about $587,038 at 4% or $391,358 at 6%; with 50% employer match about $391,358 at 4% or $260,906 at 6%; with 100% employer match about $293,519 at 4% or $195,679 at 6%.
201814$2,242,989$2,516,232$629,058iApproximate average salary by contribution assumption: employee only about $15,726,450 at 4% or $10,484,300 at 6%; with 50% employer match about $10,484,300 at 4% or $6,989,533 at 6%; with 100% employer match about $7,863,225 at 4% or $5,242,150 at 6%.
PROMONTORY GERIATRICS 401K PLAN-4$2,242,989$2,516,232$629,058iApproximate average salary by contribution assumption: employee only about $15,726,450 at 4% or $10,484,300 at 6%; with 50% employer match about $10,484,300 at 4% or $6,989,533 at 6%; with 100% employer match about $7,863,225 at 4% or $5,242,150 at 6%.