Civic Intelligence

JESSE GEORGE, III

Plan context: Jesse George, Jr. CPA 401(K) Plan

EIN 27-3363364 • Palestine, TX • 15 filings • 2 plans

106 Trinity Ct.Palestine, TX 75801
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,344,339

2025 Contributions

$87,724

Historical Graphs

Total Assets Over Time

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

$1,886,434$943,217$0201120182025YearValue
$1,344,339Latest year 2025

Participants Over Time

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

840201120182025YearValue
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$1,344,339$87,724$21,931iApproximate average salary by contribution assumption: employee only about $548,275 at 4% or $365,517 at 6%; with 50% employer match about $365,517 at 4% or $243,678 at 6%; with 100% employer match about $274,138 at 4% or $182,758 at 6%.
Jesse George, Jr. CPA 401(K) Plan-4$1,344,339$87,724$21,931iApproximate average salary by contribution assumption: employee only about $548,275 at 4% or $365,517 at 6%; with 50% employer match about $365,517 at 4% or $243,678 at 6%; with 100% employer match about $274,138 at 4% or $182,758 at 6%.
202416$1,886,434$85,361$14,227iApproximate average salary by contribution assumption: employee only about $355,671 at 4% or $237,114 at 6%; with 50% employer match about $237,114 at 4% or $158,076 at 6%; with 100% employer match about $177,835 at 4% or $118,557 at 6%.
Jesse George, Jr. CPA 401(K) Plan-6$1,886,434$85,361$14,227iApproximate average salary by contribution assumption: employee only about $355,671 at 4% or $237,114 at 6%; with 50% employer match about $237,114 at 4% or $158,076 at 6%; with 100% employer match about $177,835 at 4% or $118,557 at 6%.
202316$1,670,532$86,617$14,436iApproximate average salary by contribution assumption: employee only about $360,904 at 4% or $240,603 at 6%; with 50% employer match about $240,603 at 4% or $160,402 at 6%; with 100% employer match about $180,452 at 4% or $120,301 at 6%.
Jesse George, Jr. CPA 401(K) Plan-6$1,670,532$86,617$14,436iApproximate average salary by contribution assumption: employee only about $360,904 at 4% or $240,603 at 6%; with 50% employer match about $240,603 at 4% or $160,402 at 6%; with 100% employer match about $180,452 at 4% or $120,301 at 6%.
202216$1,460,795$66,102$11,017iApproximate average salary by contribution assumption: employee only about $275,425 at 4% or $183,617 at 6%; with 50% employer match about $183,617 at 4% or $122,411 at 6%; with 100% employer match about $137,713 at 4% or $91,808 at 6%.
Jesse George, Jr. CPA 401(K) Plan-6$1,460,795$66,102$11,017iApproximate average salary by contribution assumption: employee only about $275,425 at 4% or $183,617 at 6%; with 50% employer match about $183,617 at 4% or $122,411 at 6%; with 100% employer match about $137,713 at 4% or $91,808 at 6%.
202116$1,662,824$58,588$9,765iApproximate average salary by contribution assumption: employee only about $244,117 at 4% or $162,744 at 6%; with 50% employer match about $162,744 at 4% or $108,496 at 6%; with 100% employer match about $122,058 at 4% or $81,372 at 6%.
Jesse George, Jr. CPA 401(K) Plan-6$1,662,824$58,588$9,765iApproximate average salary by contribution assumption: employee only about $244,117 at 4% or $162,744 at 6%; with 50% employer match about $162,744 at 4% or $108,496 at 6%; with 100% employer match about $122,058 at 4% or $81,372 at 6%.
202017$1,288,146$71,252$10,179iApproximate average salary by contribution assumption: employee only about $254,471 at 4% or $169,648 at 6%; with 50% employer match about $169,648 at 4% or $113,098 at 6%; with 100% employer match about $127,236 at 4% or $84,824 at 6%.
Jesse George, Jr. CPA 401(K) Plan-7$1,288,146$71,252$10,179iApproximate average salary by contribution assumption: employee only about $254,471 at 4% or $169,648 at 6%; with 50% employer match about $169,648 at 4% or $113,098 at 6%; with 100% employer match about $127,236 at 4% or $84,824 at 6%.
201917$1,385,122$96,659$13,808iApproximate average salary by contribution assumption: employee only about $345,211 at 4% or $230,140 at 6%; with 50% employer match about $230,140 at 4% or $153,427 at 6%; with 100% employer match about $172,605 at 4% or $115,070 at 6%.
Jesse George, Jr. CPA 401(K) Plan-7$1,385,122$96,659$13,808iApproximate average salary by contribution assumption: employee only about $345,211 at 4% or $230,140 at 6%; with 50% employer match about $230,140 at 4% or $153,427 at 6%; with 100% employer match about $172,605 at 4% or $115,070 at 6%.
201817$1,051,500$73,569$10,510iApproximate average salary by contribution assumption: employee only about $262,746 at 4% or $175,164 at 6%; with 50% employer match about $175,164 at 4% or $116,776 at 6%; with 100% employer match about $131,373 at 4% or $87,582 at 6%.
Jesse George, Jr. CPA 401(K) Plan-7$1,051,500$73,569$10,510iApproximate average salary by contribution assumption: employee only about $262,746 at 4% or $175,164 at 6%; with 50% employer match about $175,164 at 4% or $116,776 at 6%; with 100% employer match about $131,373 at 4% or $87,582 at 6%.
201718$1,121,951$91,400$11,425iApproximate average salary by contribution assumption: employee only about $285,625 at 4% or $190,417 at 6%; with 50% employer match about $190,417 at 4% or $126,944 at 6%; with 100% employer match about $142,813 at 4% or $95,208 at 6%.
Jesse George, Jr. CPA 401(K) Plan-8$1,121,951$91,400$11,425iApproximate average salary by contribution assumption: employee only about $285,625 at 4% or $190,417 at 6%; with 50% employer match about $190,417 at 4% or $126,944 at 6%; with 100% employer match about $142,813 at 4% or $95,208 at 6%.
201618$1,001,066$104,886$13,111iApproximate average salary by contribution assumption: employee only about $327,769 at 4% or $218,513 at 6%; with 50% employer match about $218,513 at 4% or $145,675 at 6%; with 100% employer match about $163,884 at 4% or $109,256 at 6%.
Jesse George, Jr. CPA 401(K) Plan-8$1,001,066$104,886$13,111iApproximate average salary by contribution assumption: employee only about $327,769 at 4% or $218,513 at 6%; with 50% employer match about $218,513 at 4% or $145,675 at 6%; with 100% employer match about $163,884 at 4% or $109,256 at 6%.
201518$711,010$112,870$14,109iApproximate average salary by contribution assumption: employee only about $352,719 at 4% or $235,146 at 6%; with 50% employer match about $235,146 at 4% or $156,764 at 6%; with 100% employer match about $176,359 at 4% or $117,573 at 6%.
Jesse George, Jr. CPA 401(K) Plan-8$711,010$112,870$14,109iApproximate average salary by contribution assumption: employee only about $352,719 at 4% or $235,146 at 6%; with 50% employer match about $235,146 at 4% or $156,764 at 6%; with 100% employer match about $176,359 at 4% or $117,573 at 6%.
201418$833,502$135,456$16,932iApproximate average salary by contribution assumption: employee only about $423,300 at 4% or $282,200 at 6%; with 50% employer match about $282,200 at 4% or $188,133 at 6%; with 100% employer match about $211,650 at 4% or $141,100 at 6%.
Jesse George, Jr. CPA 401(K) Plan-8$833,502$135,456$16,932iApproximate average salary by contribution assumption: employee only about $423,300 at 4% or $282,200 at 6%; with 50% employer match about $282,200 at 4% or $188,133 at 6%; with 100% employer match about $211,650 at 4% or $141,100 at 6%.
201318$810,845$141,747$17,718iApproximate average salary by contribution assumption: employee only about $442,959 at 4% or $295,306 at 6%; with 50% employer match about $295,306 at 4% or $196,871 at 6%; with 100% employer match about $221,480 at 4% or $147,653 at 6%.
Jesse George, Jr. CPA 401(K) Plan-8$810,845$141,747$17,718iApproximate average salary by contribution assumption: employee only about $442,959 at 4% or $295,306 at 6%; with 50% employer match about $295,306 at 4% or $196,871 at 6%; with 100% employer match about $221,480 at 4% or $147,653 at 6%.
201214$659,057$77,672$19,418iApproximate average salary by contribution assumption: employee only about $485,450 at 4% or $323,633 at 6%; with 50% employer match about $323,633 at 4% or $215,756 at 6%; with 100% employer match about $242,725 at 4% or $161,817 at 6%.
Jesse George, Jr. CPA 401(K) Plan-4$659,057$77,672$19,418iApproximate average salary by contribution assumption: employee only about $485,450 at 4% or $323,633 at 6%; with 50% employer match about $323,633 at 4% or $215,756 at 6%; with 100% employer match about $242,725 at 4% or $161,817 at 6%.
201115$607,040$84,150$16,830iApproximate average salary by contribution assumption: employee only about $420,750 at 4% or $280,500 at 6%; with 50% employer match about $280,500 at 4% or $187,000 at 6%; with 100% employer match about $210,375 at 4% or $140,250 at 6%.
Jesse George, Jr. CPA 401(K) Plan-5$607,040$84,150$16,830iApproximate average salary by contribution assumption: employee only about $420,750 at 4% or $280,500 at 6%; with 50% employer match about $280,500 at 4% or $187,000 at 6%; with 100% employer match about $210,375 at 4% or $140,250 at 6%.