The William Travis Group Inc.
Plan context: The William Travis Group Inc. Cash Balance Pension Plan & Trust
EIN 36-3905627 • Inverness, IL • 29 filings • 5 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$3,855
2020 Contributions
$371,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 2 | 2 | $3,855 | $0 | - |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 2 | $3,855 | $0 | - |
| THE WILLIAM TRAVIS GROUP, INC. PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2019 | 2 | 5 | $5,278,636 | $371,000 | $74,200iApproximate average salary by contribution assumption: employee only about $1,855,000 at 4% or $1,236,667 at 6%; with 50% employer match about $1,236,667 at 4% or $824,444 at 6%; with 100% employer match about $927,500 at 4% or $618,333 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 3 | $3,768,666 | $371,000 | $123,667iApproximate average salary by contribution assumption: employee only about $3,091,667 at 4% or $2,061,111 at 6%; with 50% employer match about $2,061,111 at 4% or $1,374,074 at 6%; with 100% employer match about $1,545,833 at 4% or $1,030,556 at 6%. |
| THE WILLIAM TRAVIS GROUP, INC. PROFIT SHARING PLAN & TRUST | - | 5 | $1,509,970 | $0 | - |
| 2018 | 2 | 7 | $4,560,411 | $413,003 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,011 at 4% or $983,340 at 6%; with 50% employer match about $983,340 at 4% or $655,560 at 6%; with 100% employer match about $737,505 at 4% or $491,670 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 3 | $3,182,048 | $0 | - |
| THE WILLIAM TRAVIS GROUP, INC. PROFIT SHARING PLAN & TRUST | - | 7 | $1,378,363 | $413,003 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,011 at 4% or $983,340 at 6%; with 50% employer match about $983,340 at 4% or $655,560 at 6%; with 100% employer match about $737,505 at 4% or $491,670 at 6%. |
| 2017 | 2 | 7 | $4,207,182 | $168,748 | $24,107iApproximate average salary by contribution assumption: employee only about $602,671 at 4% or $401,781 at 6%; with 50% employer match about $401,781 at 4% or $267,854 at 6%; with 100% employer match about $301,336 at 4% or $200,890 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 5 | $3,287,378 | $0 | - |
| THE WILLIAM TRAVIS GROUP, INC. PROFIT SHARING PLAN & TRUST | - | 7 | $919,804 | $168,748 | $24,107iApproximate average salary by contribution assumption: employee only about $602,671 at 4% or $401,781 at 6%; with 50% employer match about $401,781 at 4% or $267,854 at 6%; with 100% employer match about $301,336 at 4% or $200,890 at 6%. |
| 2016 | 2 | 5 | $3,965,501 | $744,489 | $148,898iApproximate average salary by contribution assumption: employee only about $3,722,445 at 4% or $2,481,630 at 6%; with 50% employer match about $2,481,630 at 4% or $1,654,420 at 6%; with 100% employer match about $1,861,222 at 4% or $1,240,815 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 4 | $3,220,679 | $744,489 | $186,122iApproximate average salary by contribution assumption: employee only about $4,653,056 at 4% or $3,102,038 at 6%; with 50% employer match about $3,102,038 at 4% or $2,068,025 at 6%; with 100% employer match about $2,326,528 at 4% or $1,551,019 at 6%. |
| THE WILLIAM TRAVIS GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $744,822 | $0 | - |
| 2015 | 2 | 5 | $3,120,014 | $28,934 | $5,787iApproximate average salary by contribution assumption: employee only about $144,670 at 4% or $96,447 at 6%; with 50% employer match about $96,447 at 4% or $64,298 at 6%; with 100% employer match about $72,335 at 4% or $48,223 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 5 | $2,357,236 | $22,756 | $4,551iApproximate average salary by contribution assumption: employee only about $113,780 at 4% or $75,853 at 6%; with 50% employer match about $75,853 at 4% or $50,569 at 6%; with 100% employer match about $56,890 at 4% or $37,927 at 6%. |
| THE WILLIAM TRAVIS GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $762,778 | $6,178 | $1,236iApproximate average salary by contribution assumption: employee only about $30,890 at 4% or $20,593 at 6%; with 50% employer match about $20,593 at 4% or $13,729 at 6%; with 100% employer match about $15,445 at 4% or $10,297 at 6%. |
| 2014 | 2 | 4 | $3,107,333 | $119,484 | $29,871iApproximate average salary by contribution assumption: employee only about $746,775 at 4% or $497,850 at 6%; with 50% employer match about $497,850 at 4% or $331,900 at 6%; with 100% employer match about $373,388 at 4% or $248,925 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 4 | $2,337,658 | $0 | - |
| THE WILLIAM TRAVIS GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $769,675 | $119,484 | $29,871iApproximate average salary by contribution assumption: employee only about $746,775 at 4% or $497,850 at 6%; with 50% employer match about $497,850 at 4% or $331,900 at 6%; with 100% employer match about $373,388 at 4% or $248,925 at 6%. |
| 2013 | 2 | 4 | $2,948,430 | $623,862 | $155,966iApproximate average salary by contribution assumption: employee only about $3,899,138 at 4% or $2,599,425 at 6%; with 50% employer match about $2,599,425 at 4% or $1,732,950 at 6%; with 100% employer match about $1,949,569 at 4% or $1,299,713 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 4 | $2,294,969 | $511,939 | $127,985iApproximate average salary by contribution assumption: employee only about $3,199,619 at 4% or $2,133,079 at 6%; with 50% employer match about $2,133,079 at 4% or $1,422,053 at 6%; with 100% employer match about $1,599,809 at 4% or $1,066,540 at 6%. |
| THE WILLIAM TRAVIS GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $653,461 | $111,923 | $27,981iApproximate average salary by contribution assumption: employee only about $699,519 at 4% or $466,346 at 6%; with 50% employer match about $466,346 at 4% or $310,897 at 6%; with 100% employer match about $349,759 at 4% or $233,173 at 6%. |
| 2012 | 1 | 5 | $552,584 | $108,827 | $21,765iApproximate average salary by contribution assumption: employee only about $544,135 at 4% or $362,757 at 6%; with 50% employer match about $362,757 at 4% or $241,838 at 6%; with 100% employer match about $272,068 at 4% or $181,378 at 6%. |
| THE WILLIAM TRAVIS GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $552,584 | $108,827 | $21,765iApproximate average salary by contribution assumption: employee only about $544,135 at 4% or $362,757 at 6%; with 50% employer match about $362,757 at 4% or $241,838 at 6%; with 100% employer match about $272,068 at 4% or $181,378 at 6%. |
| 2011 | 2 | 5 | $2,043,098 | $385,500 | $77,100iApproximate average salary by contribution assumption: employee only about $1,927,500 at 4% or $1,285,000 at 6%; with 50% employer match about $1,285,000 at 4% or $856,667 at 6%; with 100% employer match about $963,750 at 4% or $642,500 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 5 | $1,596,811 | $281,335 | $56,267iApproximate average salary by contribution assumption: employee only about $1,406,675 at 4% or $937,783 at 6%; with 50% employer match about $937,783 at 4% or $625,189 at 6%; with 100% employer match about $703,338 at 4% or $468,892 at 6%. |
| THE WILLIAM TRAVIS GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $446,287 | $104,165 | $20,833iApproximate average salary by contribution assumption: employee only about $520,825 at 4% or $347,217 at 6%; with 50% employer match about $347,217 at 4% or $231,478 at 6%; with 100% employer match about $260,413 at 4% or $173,608 at 6%. |
| 2010 | 2 | 5 | $1,664,476 | $307,328 | $61,466iApproximate average salary by contribution assumption: employee only about $1,536,640 at 4% or $1,024,427 at 6%; with 50% employer match about $1,024,427 at 4% or $682,951 at 6%; with 100% employer match about $768,320 at 4% or $512,213 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 5 | $1,318,304 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| THE WILLIAM TRAVIS GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $346,172 | $107,328 | $21,466iApproximate average salary by contribution assumption: employee only about $536,640 at 4% or $357,760 at 6%; with 50% employer match about $357,760 at 4% or $238,507 at 6%; with 100% employer match about $268,320 at 4% or $178,880 at 6%. |
| 2009 | 2 | 5 | $1,382,414 | $380,816 | $76,163iApproximate average salary by contribution assumption: employee only about $1,904,080 at 4% or $1,269,387 at 6%; with 50% employer match about $1,269,387 at 4% or $846,258 at 6%; with 100% employer match about $952,040 at 4% or $634,693 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 5 | $1,141,451 | $270,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |
| THE WILLIAM TRAVIS GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $240,963 | $110,816 | $22,163iApproximate average salary by contribution assumption: employee only about $554,080 at 4% or $369,387 at 6%; with 50% employer match about $369,387 at 4% or $246,258 at 6%; with 100% employer match about $277,040 at 4% or $184,693 at 6%. |
| 2008 | 2 | 3 | $950,017 | $334,250 | $111,417iApproximate average salary by contribution assumption: employee only about $2,785,417 at 4% or $1,856,944 at 6%; with 50% employer match about $1,856,944 at 4% or $1,237,963 at 6%; with 100% employer match about $1,392,708 at 4% or $928,472 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 3 | $818,933 | $242,000 | $80,667iApproximate average salary by contribution assumption: employee only about $2,016,667 at 4% or $1,344,444 at 6%; with 50% employer match about $1,344,444 at 4% or $896,296 at 6%; with 100% employer match about $1,008,333 at 4% or $672,222 at 6%. |
| THE WILLIAM TRAVIS GROUP, INC. 401K PROFIT SHARING PLAN & TRUST | - | 3 | $131,084 | $92,250 | $30,750iApproximate average salary by contribution assumption: employee only about $768,750 at 4% or $512,500 at 6%; with 50% employer match about $512,500 at 4% or $341,667 at 6%; with 100% employer match about $384,375 at 4% or $256,250 at 6%. |
| 2007 | 2 | 3 | $0 | $0 | - |
| THE WILLIAM TRAVIS GROUP, INC. 401K PROFIT SHARING PLAN & TRUST | - | 3 | - | - | - |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $333,304 | $170,161 | $56,720iApproximate average salary by contribution assumption: employee only about $1,418,008 at 4% or $945,339 at 6%; with 50% employer match about $945,339 at 4% or $630,226 at 6%; with 100% employer match about $709,004 at 4% or $472,669 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 3 | $333,304 | $170,161 | $56,720iApproximate average salary by contribution assumption: employee only about $1,418,008 at 4% or $945,339 at 6%; with 50% employer match about $945,339 at 4% or $630,226 at 6%; with 100% employer match about $709,004 at 4% or $472,669 at 6%. |
| 2005 | 1 | 3 | $159,369 | $159,369 | $53,123iApproximate average salary by contribution assumption: employee only about $1,328,075 at 4% or $885,383 at 6%; with 50% employer match about $885,383 at 4% or $590,256 at 6%; with 100% employer match about $664,038 at 4% or $442,692 at 6%. |
| The William Travis Group Inc. Cash Balance Pension Plan & Trust | - | 3 | $159,369 | $159,369 | $53,123iApproximate average salary by contribution assumption: employee only about $1,328,075 at 4% or $885,383 at 6%; with 50% employer match about $885,383 at 4% or $590,256 at 6%; with 100% employer match about $664,038 at 4% or $442,692 at 6%. |