Civic Intelligence

Segment Wealth Management LLC

Plan context: Segment Wealth Management 401(K) Plan

EIN 37-1702821 • Houston, TX • 11 filings • 1 plans

3040 Post Oak Boulevard Suite 1725Houston, TX 77056
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,819,755

2024 Contributions

$167,446

Historical Graphs

Total Assets Over Time

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

$1,819,755$909,878$0201420192024YearValue
$1,819,755Latest year 2024

Participants Over Time

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

1370201420192024YearValue
9Latest 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
202419$1,819,755$167,446$18,605iApproximate average salary by contribution assumption: employee only about $465,128 at 4% or $310,085 at 6%; with 50% employer match about $310,085 at 4% or $206,723 at 6%; with 100% employer match about $232,564 at 4% or $155,043 at 6%.
Segment Wealth Management 401(K) Plan-9$1,819,755$167,446$18,605iApproximate average salary by contribution assumption: employee only about $465,128 at 4% or $310,085 at 6%; with 50% employer match about $310,085 at 4% or $206,723 at 6%; with 100% employer match about $232,564 at 4% or $155,043 at 6%.
2023111$1,330,186$132,236$12,021iApproximate average salary by contribution assumption: employee only about $300,536 at 4% or $200,358 at 6%; with 50% employer match about $200,358 at 4% or $133,572 at 6%; with 100% employer match about $150,268 at 4% or $100,179 at 6%.
Segment Wealth Management 401(K) Plan-11$1,330,186$132,236$12,021iApproximate average salary by contribution assumption: employee only about $300,536 at 4% or $200,358 at 6%; with 50% employer match about $200,358 at 4% or $133,572 at 6%; with 100% employer match about $150,268 at 4% or $100,179 at 6%.
2022112$975,135$120,859$10,072iApproximate average salary by contribution assumption: employee only about $251,790 at 4% or $167,860 at 6%; with 50% employer match about $167,860 at 4% or $111,906 at 6%; with 100% employer match about $125,895 at 4% or $83,930 at 6%.
Segment Wealth Management 401(K) Plan-12$975,135$120,859$10,072iApproximate average salary by contribution assumption: employee only about $251,790 at 4% or $167,860 at 6%; with 50% employer match about $167,860 at 4% or $111,906 at 6%; with 100% employer match about $125,895 at 4% or $83,930 at 6%.
2021113$1,104,255$105,693$8,130iApproximate average salary by contribution assumption: employee only about $203,256 at 4% or $135,504 at 6%; with 50% employer match about $135,504 at 4% or $90,336 at 6%; with 100% employer match about $101,628 at 4% or $67,752 at 6%.
Segment Wealth Management 401(K) Plan-13$1,104,255$105,693$8,130iApproximate average salary by contribution assumption: employee only about $203,256 at 4% or $135,504 at 6%; with 50% employer match about $135,504 at 4% or $90,336 at 6%; with 100% employer match about $101,628 at 4% or $67,752 at 6%.
2020112$786,386$90,129$7,511iApproximate average salary by contribution assumption: employee only about $187,769 at 4% or $125,179 at 6%; with 50% employer match about $125,179 at 4% or $83,453 at 6%; with 100% employer match about $93,884 at 4% or $62,590 at 6%.
Segment Wealth Management 401(K) Plan-12$786,386$90,129$7,511iApproximate average salary by contribution assumption: employee only about $187,769 at 4% or $125,179 at 6%; with 50% employer match about $125,179 at 4% or $83,453 at 6%; with 100% employer match about $93,884 at 4% or $62,590 at 6%.
2019111$574,128$82,900$7,536iApproximate average salary by contribution assumption: employee only about $188,409 at 4% or $125,606 at 6%; with 50% employer match about $125,606 at 4% or $83,737 at 6%; with 100% employer match about $94,205 at 4% or $62,803 at 6%.
Segment Wealth Management 401(K) Plan-11$574,128$82,900$7,536iApproximate average salary by contribution assumption: employee only about $188,409 at 4% or $125,606 at 6%; with 50% employer match about $125,606 at 4% or $83,737 at 6%; with 100% employer match about $94,205 at 4% or $62,803 at 6%.
2018113$541,508$87,625$6,740iApproximate average salary by contribution assumption: employee only about $168,510 at 4% or $112,340 at 6%; with 50% employer match about $112,340 at 4% or $74,893 at 6%; with 100% employer match about $84,255 at 4% or $56,170 at 6%.
Segment Wealth Management 401(K) Plan-13$541,508$87,625$6,740iApproximate average salary by contribution assumption: employee only about $168,510 at 4% or $112,340 at 6%; with 50% employer match about $112,340 at 4% or $74,893 at 6%; with 100% employer match about $84,255 at 4% or $56,170 at 6%.
2017111$494,698$160,291$14,572iApproximate average salary by contribution assumption: employee only about $364,298 at 4% or $242,865 at 6%; with 50% employer match about $242,865 at 4% or $161,910 at 6%; with 100% employer match about $182,149 at 4% or $121,433 at 6%.
Segment Wealth Management 401(K) Plan-11$494,698$160,291$14,572iApproximate average salary by contribution assumption: employee only about $364,298 at 4% or $242,865 at 6%; with 50% employer match about $242,865 at 4% or $161,910 at 6%; with 100% employer match about $182,149 at 4% or $121,433 at 6%.
201619$270,898$52,198$5,800iApproximate average salary by contribution assumption: employee only about $144,994 at 4% or $96,663 at 6%; with 50% employer match about $96,663 at 4% or $64,442 at 6%; with 100% employer match about $72,497 at 4% or $48,331 at 6%.
Segment Wealth Management 401(K) Plan-9$270,898$52,198$5,800iApproximate average salary by contribution assumption: employee only about $144,994 at 4% or $96,663 at 6%; with 50% employer match about $96,663 at 4% or $64,442 at 6%; with 100% employer match about $72,497 at 4% or $48,331 at 6%.
201517$198,308$52,516$7,502iApproximate average salary by contribution assumption: employee only about $187,557 at 4% or $125,038 at 6%; with 50% employer match about $125,038 at 4% or $83,359 at 6%; with 100% employer match about $93,779 at 4% or $62,519 at 6%.
Segment Wealth Management 401(K) Plan-7$198,308$52,516$7,502iApproximate average salary by contribution assumption: employee only about $187,557 at 4% or $125,038 at 6%; with 50% employer match about $125,038 at 4% or $83,359 at 6%; with 100% employer match about $93,779 at 4% or $62,519 at 6%.
201417$146,221$117,571$16,796iApproximate average salary by contribution assumption: employee only about $419,896 at 4% or $279,931 at 6%; with 50% employer match about $279,931 at 4% or $186,621 at 6%; with 100% employer match about $209,948 at 4% or $139,965 at 6%.
Segment Wealth Management 401(K) Plan-7$146,221$117,571$16,796iApproximate average salary by contribution assumption: employee only about $419,896 at 4% or $279,931 at 6%; with 50% employer match about $279,931 at 4% or $186,621 at 6%; with 100% employer match about $209,948 at 4% or $139,965 at 6%.