Civic Intelligence

Treehouse Financial LLC

Plan context: Treehouse Financial LLC 401(K) Profit Sharing Plan

EIN 27-2574124 • Bedford, TX • 12 filings • 1 plans

2701 Brown Trail, Suite 108Bedford, TX 76021
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,797,718

2024 Contributions

$66,229

Historical Graphs

Total Assets Over Time

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

$3,797,718$1,898,859$0201320192024YearValue
$3,797,718Latest year 2024

Participants Over Time

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

530201320192024YearValue
5Latest 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
202415$3,797,718$66,229$13,246iApproximate average salary by contribution assumption: employee only about $331,145 at 4% or $220,763 at 6%; with 50% employer match about $220,763 at 4% or $147,176 at 6%; with 100% employer match about $165,573 at 4% or $110,382 at 6%.
Treehouse Financial LLC 401(K) Profit Sharing Plan-5$3,797,718$66,229$13,246iApproximate average salary by contribution assumption: employee only about $331,145 at 4% or $220,763 at 6%; with 50% employer match about $220,763 at 4% or $147,176 at 6%; with 100% employer match about $165,573 at 4% or $110,382 at 6%.
202314$3,272,896$100,629$25,157iApproximate average salary by contribution assumption: employee only about $628,931 at 4% or $419,288 at 6%; with 50% employer match about $419,288 at 4% or $279,525 at 6%; with 100% employer match about $314,466 at 4% or $209,644 at 6%.
Treehouse Financial LLC 401(K) Profit Sharing Plan-4$3,272,896$100,629$25,157iApproximate average salary by contribution assumption: employee only about $628,931 at 4% or $419,288 at 6%; with 50% employer match about $419,288 at 4% or $279,525 at 6%; with 100% employer match about $314,466 at 4% or $209,644 at 6%.
202214$2,759,727$63,632$15,908iApproximate average salary by contribution assumption: employee only about $397,700 at 4% or $265,133 at 6%; with 50% employer match about $265,133 at 4% or $176,756 at 6%; with 100% employer match about $198,850 at 4% or $132,567 at 6%.
Treehouse Financial LLC 401(K) Profit Sharing Plan-4$2,759,727$63,632$15,908iApproximate average salary by contribution assumption: employee only about $397,700 at 4% or $265,133 at 6%; with 50% employer match about $265,133 at 4% or $176,756 at 6%; with 100% employer match about $198,850 at 4% or $132,567 at 6%.
202114$2,261,088$90,025$22,506iApproximate average salary by contribution assumption: employee only about $562,656 at 4% or $375,104 at 6%; with 50% employer match about $375,104 at 4% or $250,069 at 6%; with 100% employer match about $281,328 at 4% or $187,552 at 6%.
Treehouse Financial LLC 401(K) Profit Sharing Plan-4$2,261,088$90,025$22,506iApproximate average salary by contribution assumption: employee only about $562,656 at 4% or $375,104 at 6%; with 50% employer match about $375,104 at 4% or $250,069 at 6%; with 100% employer match about $281,328 at 4% or $187,552 at 6%.
202014$1,825,086$92,471$23,118iApproximate average salary by contribution assumption: employee only about $577,944 at 4% or $385,296 at 6%; with 50% employer match about $385,296 at 4% or $256,864 at 6%; with 100% employer match about $288,972 at 4% or $192,648 at 6%.
Treehouse Financial LLC 401(K) Profit Sharing Plan-4$1,825,086$92,471$23,118iApproximate average salary by contribution assumption: employee only about $577,944 at 4% or $385,296 at 6%; with 50% employer match about $385,296 at 4% or $256,864 at 6%; with 100% employer match about $288,972 at 4% or $192,648 at 6%.
201914$1,437,628$84,436$21,109iApproximate average salary by contribution assumption: employee only about $527,725 at 4% or $351,817 at 6%; with 50% employer match about $351,817 at 4% or $234,544 at 6%; with 100% employer match about $263,863 at 4% or $175,908 at 6%.
Treehouse Financial LLC 401(K) Profit Sharing Plan-4$1,437,628$84,436$21,109iApproximate average salary by contribution assumption: employee only about $527,725 at 4% or $351,817 at 6%; with 50% employer match about $351,817 at 4% or $234,544 at 6%; with 100% employer match about $263,863 at 4% or $175,908 at 6%.
201814$1,159,140$91,627$22,907iApproximate average salary by contribution assumption: employee only about $572,669 at 4% or $381,779 at 6%; with 50% employer match about $381,779 at 4% or $254,519 at 6%; with 100% employer match about $286,334 at 4% or $190,890 at 6%.
Treehouse Financial LLC 401(K) Profit Sharing Plan-4$1,159,140$91,627$22,907iApproximate average salary by contribution assumption: employee only about $572,669 at 4% or $381,779 at 6%; with 50% employer match about $381,779 at 4% or $254,519 at 6%; with 100% employer match about $286,334 at 4% or $190,890 at 6%.
201714$883,728$136,745$34,186iApproximate average salary by contribution assumption: employee only about $854,656 at 4% or $569,771 at 6%; with 50% employer match about $569,771 at 4% or $379,847 at 6%; with 100% employer match about $427,328 at 4% or $284,885 at 6%.
Treehouse Financial LLC 401(K) Profit Sharing Plan-4$883,728$136,745$34,186iApproximate average salary by contribution assumption: employee only about $854,656 at 4% or $569,771 at 6%; with 50% employer match about $569,771 at 4% or $379,847 at 6%; with 100% employer match about $427,328 at 4% or $284,885 at 6%.
201613$624,898$96,268$32,089iApproximate average salary by contribution assumption: employee only about $802,233 at 4% or $534,822 at 6%; with 50% employer match about $534,822 at 4% or $356,548 at 6%; with 100% employer match about $401,117 at 4% or $267,411 at 6%.
Treehouse Financial LLC 401(K) Profit Sharing Plan-3$624,898$96,268$32,089iApproximate average salary by contribution assumption: employee only about $802,233 at 4% or $534,822 at 6%; with 50% employer match about $534,822 at 4% or $356,548 at 6%; with 100% employer match about $401,117 at 4% or $267,411 at 6%.
201512$435,364$73,430$36,715iApproximate average salary by contribution assumption: employee only about $917,875 at 4% or $611,917 at 6%; with 50% employer match about $611,917 at 4% or $407,944 at 6%; with 100% employer match about $458,938 at 4% or $305,958 at 6%.
Treehouse Financial LLC 401(K) Profit Sharing Plan-2$435,364$73,430$36,715iApproximate average salary by contribution assumption: employee only about $917,875 at 4% or $611,917 at 6%; with 50% employer match about $611,917 at 4% or $407,944 at 6%; with 100% employer match about $458,938 at 4% or $305,958 at 6%.
201412$273,450$65,745$32,873iApproximate average salary by contribution assumption: employee only about $821,813 at 4% or $547,875 at 6%; with 50% employer match about $547,875 at 4% or $365,250 at 6%; with 100% employer match about $410,906 at 4% or $273,938 at 6%.
Treehouse Financial LLC 401(K) Profit Sharing Plan-2$273,450$65,745$32,873iApproximate average salary by contribution assumption: employee only about $821,813 at 4% or $547,875 at 6%; with 50% employer match about $547,875 at 4% or $365,250 at 6%; with 100% employer match about $410,906 at 4% or $273,938 at 6%.
201313$168,293$40,432$13,477iApproximate average salary by contribution assumption: employee only about $336,933 at 4% or $224,622 at 6%; with 50% employer match about $224,622 at 4% or $149,748 at 6%; with 100% employer match about $168,467 at 4% or $112,311 at 6%.
Treehouse Financial LLC 401(K) Profit Sharing Plan-3$168,293$40,432$13,477iApproximate average salary by contribution assumption: employee only about $336,933 at 4% or $224,622 at 6%; with 50% employer match about $224,622 at 4% or $149,748 at 6%; with 100% employer match about $168,467 at 4% or $112,311 at 6%.
Treehouse Financial LLC | EIN 27-2574124 | 2024 Form 5500 Company Profile