Civic Intelligence

Core Financial Strategies LLC

Plan context: Core 401(K) Plan

EIN 27-3816043 • Houston, TX • 9 filings • 1 plans

6019 Schuler StreetHouston, TX 77007
Current Snapshot

Latest Year

2023

2023 Participants

25

2023 Assets

$2,176,095

2023 Contributions

$309,388

Historical Graphs

Total Assets Over Time

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

$2,176,095$1,088,048$0201520192022YearValue
$2,176,095Latest year 2022

Participants Over Time

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

25130201520192022YearValue
25Latest year 2022

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
202310$0$0-
Core 401(K) Plan-0$0--
2022125$2,176,095$309,388$12,376iApproximate average salary by contribution assumption: employee only about $309,388 at 4% or $206,259 at 6%; with 50% employer match about $206,259 at 4% or $137,506 at 6%; with 100% employer match about $154,694 at 4% or $103,129 at 6%.
Core 401(K) Plan-25$2,176,095$309,388$12,376iApproximate average salary by contribution assumption: employee only about $309,388 at 4% or $206,259 at 6%; with 50% employer match about $206,259 at 4% or $137,506 at 6%; with 100% employer match about $154,694 at 4% or $103,129 at 6%.
2021119$2,127,254$276,047$14,529iApproximate average salary by contribution assumption: employee only about $363,220 at 4% or $242,146 at 6%; with 50% employer match about $242,146 at 4% or $161,431 at 6%; with 100% employer match about $181,610 at 4% or $121,073 at 6%.
Core 401(K) Plan-19$2,127,254$276,047$14,529iApproximate average salary by contribution assumption: employee only about $363,220 at 4% or $242,146 at 6%; with 50% employer match about $242,146 at 4% or $161,431 at 6%; with 100% employer match about $181,610 at 4% or $121,073 at 6%.
2020120$1,614,731$639,837$31,992iApproximate average salary by contribution assumption: employee only about $799,796 at 4% or $533,198 at 6%; with 50% employer match about $533,198 at 4% or $355,465 at 6%; with 100% employer match about $399,898 at 4% or $266,599 at 6%.
Core 401(K) Plan-20$1,614,731$639,837$31,992iApproximate average salary by contribution assumption: employee only about $799,796 at 4% or $533,198 at 6%; with 50% employer match about $533,198 at 4% or $355,465 at 6%; with 100% employer match about $399,898 at 4% or $266,599 at 6%.
2019117$857,446$239,625$14,096iApproximate average salary by contribution assumption: employee only about $352,390 at 4% or $234,926 at 6%; with 50% employer match about $234,926 at 4% or $156,618 at 6%; with 100% employer match about $176,195 at 4% or $117,463 at 6%.
Core 401(K) Plan-17$857,446$239,625$14,096iApproximate average salary by contribution assumption: employee only about $352,390 at 4% or $234,926 at 6%; with 50% employer match about $234,926 at 4% or $156,618 at 6%; with 100% employer match about $176,195 at 4% or $117,463 at 6%.
2018113$524,022$241,287$18,561iApproximate average salary by contribution assumption: employee only about $464,013 at 4% or $309,342 at 6%; with 50% employer match about $309,342 at 4% or $206,228 at 6%; with 100% employer match about $232,007 at 4% or $154,671 at 6%.
Core 401(K) Plan-13$524,022$241,287$18,561iApproximate average salary by contribution assumption: employee only about $464,013 at 4% or $309,342 at 6%; with 50% employer match about $309,342 at 4% or $206,228 at 6%; with 100% employer match about $232,007 at 4% or $154,671 at 6%.
201715$377,152$141,253$28,251iApproximate average salary by contribution assumption: employee only about $706,265 at 4% or $470,843 at 6%; with 50% employer match about $470,843 at 4% or $313,896 at 6%; with 100% employer match about $353,133 at 4% or $235,422 at 6%.
Core 401(K) Plan-5$377,152$141,253$28,251iApproximate average salary by contribution assumption: employee only about $706,265 at 4% or $470,843 at 6%; with 50% employer match about $470,843 at 4% or $313,896 at 6%; with 100% employer match about $353,133 at 4% or $235,422 at 6%.
201615$200,535$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Core 401(K) Plan-5$200,535$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201515$123,111$124,783$24,957iApproximate average salary by contribution assumption: employee only about $623,915 at 4% or $415,943 at 6%; with 50% employer match about $415,943 at 4% or $277,296 at 6%; with 100% employer match about $311,958 at 4% or $207,972 at 6%.
Core 401(K) Plan-5$123,111$124,783$24,957iApproximate average salary by contribution assumption: employee only about $623,915 at 4% or $415,943 at 6%; with 50% employer match about $415,943 at 4% or $277,296 at 6%; with 100% employer match about $311,958 at 4% or $207,972 at 6%.