Civic Intelligence

Promus Asset Management LLC

Plan context: Promus Asset Management LLC Retirement Trust

EIN 27-5408885 • Dallas, TX • 9 filings • 1 plans

8226 Douglas AveSte 650Dallas, TX 75225
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$342,596

2024 Contributions

$25,607

Historical Graphs

Total Assets Over Time

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

$426,849$213,425$0201620202024YearValue
$342,596Latest year 2024

Participants Over Time

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

320201620202024YearValue
3Latest 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
202413$342,596$25,607$8,536iApproximate average salary by contribution assumption: employee only about $213,392 at 4% or $142,261 at 6%; with 50% employer match about $142,261 at 4% or $94,841 at 6%; with 100% employer match about $106,696 at 4% or $71,131 at 6%.
Promus Asset Management LLC Retirement Trust-3$342,596$25,607$8,536iApproximate average salary by contribution assumption: employee only about $213,392 at 4% or $142,261 at 6%; with 50% employer match about $142,261 at 4% or $94,841 at 6%; with 100% employer match about $106,696 at 4% or $71,131 at 6%.
202312$265,818$44,452$22,226iApproximate average salary by contribution assumption: employee only about $555,650 at 4% or $370,433 at 6%; with 50% employer match about $370,433 at 4% or $246,956 at 6%; with 100% employer match about $277,825 at 4% or $185,217 at 6%.
Promus Asset Management LLC Retirement Trust-2$265,818$44,452$22,226iApproximate average salary by contribution assumption: employee only about $555,650 at 4% or $370,433 at 6%; with 50% employer match about $370,433 at 4% or $246,956 at 6%; with 100% employer match about $277,825 at 4% or $185,217 at 6%.
202213$426,849$90,145$30,048iApproximate average salary by contribution assumption: employee only about $751,208 at 4% or $500,806 at 6%; with 50% employer match about $500,806 at 4% or $333,870 at 6%; with 100% employer match about $375,604 at 4% or $250,403 at 6%.
Promus Asset Management LLC Retirement Trust-3$426,849$90,145$30,048iApproximate average salary by contribution assumption: employee only about $751,208 at 4% or $500,806 at 6%; with 50% employer match about $500,806 at 4% or $333,870 at 6%; with 100% employer match about $375,604 at 4% or $250,403 at 6%.
202113$418,001$89,609$29,870iApproximate average salary by contribution assumption: employee only about $746,742 at 4% or $497,828 at 6%; with 50% employer match about $497,828 at 4% or $331,885 at 6%; with 100% employer match about $373,371 at 4% or $248,914 at 6%.
Promus Asset Management LLC Retirement Trust-3$418,001$89,609$29,870iApproximate average salary by contribution assumption: employee only about $746,742 at 4% or $497,828 at 6%; with 50% employer match about $497,828 at 4% or $331,885 at 6%; with 100% employer match about $373,371 at 4% or $248,914 at 6%.
202013$264,339$88,332$29,444iApproximate average salary by contribution assumption: employee only about $736,100 at 4% or $490,733 at 6%; with 50% employer match about $490,733 at 4% or $327,156 at 6%; with 100% employer match about $368,050 at 4% or $245,367 at 6%.
Promus Asset Management LLC Retirement Trust-3$264,339$88,332$29,444iApproximate average salary by contribution assumption: employee only about $736,100 at 4% or $490,733 at 6%; with 50% employer match about $490,733 at 4% or $327,156 at 6%; with 100% employer match about $368,050 at 4% or $245,367 at 6%.
201913$138,481$56,327$18,776iApproximate average salary by contribution assumption: employee only about $469,392 at 4% or $312,928 at 6%; with 50% employer match about $312,928 at 4% or $208,619 at 6%; with 100% employer match about $234,696 at 4% or $156,464 at 6%.
Promus Asset Management LLC Retirement Trust-3$138,481$56,327$18,776iApproximate average salary by contribution assumption: employee only about $469,392 at 4% or $312,928 at 6%; with 50% employer match about $312,928 at 4% or $208,619 at 6%; with 100% employer match about $234,696 at 4% or $156,464 at 6%.
201812$62,458$27,900$13,950iApproximate average salary by contribution assumption: employee only about $348,750 at 4% or $232,500 at 6%; with 50% employer match about $232,500 at 4% or $155,000 at 6%; with 100% employer match about $174,375 at 4% or $116,250 at 6%.
Promus Asset Management LLC Retirement Trust-2$62,458$27,900$13,950iApproximate average salary by contribution assumption: employee only about $348,750 at 4% or $232,500 at 6%; with 50% employer match about $232,500 at 4% or $155,000 at 6%; with 100% employer match about $174,375 at 4% or $116,250 at 6%.
201711$39,192$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Promus Asset Management LLC Retirement Trust-1$39,192$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201611$24,114$23,175$23,175iApproximate average salary by contribution assumption: employee only about $579,375 at 4% or $386,250 at 6%; with 50% employer match about $386,250 at 4% or $257,500 at 6%; with 100% employer match about $289,688 at 4% or $193,125 at 6%.
Promus Asset Management LLC Retirement Trust-1$24,114$23,175$23,175iApproximate average salary by contribution assumption: employee only about $579,375 at 4% or $386,250 at 6%; with 50% employer match about $386,250 at 4% or $257,500 at 6%; with 100% employer match about $289,688 at 4% or $193,125 at 6%.