Civic Intelligence

Visio Financial Services Inc

Plan context: Visio Financial Services Inc 401(K) Retirement Plan

EIN 37-1739594 • Austin, TX • 11 filings • 3 plans

1905 Kramer Lane, Ste B-700Austin, TX 78758
Current Snapshot

Latest Year

2024

2024 Participants

189

2024 Assets

$9,986,172

2024 Contributions

$1,737,007

Historical Graphs

Total Assets Over Time

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

$9,986,172$4,993,086$0201520202024YearValue
$9,986,172Latest year 2024

Participants Over Time

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

189950201520202024YearValue
189Latest 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
20242189$9,986,172$1,737,007$9,191iApproximate average salary by contribution assumption: employee only about $229,763 at 4% or $153,175 at 6%; with 50% employer match about $153,175 at 4% or $102,117 at 6%; with 100% employer match about $114,881 at 4% or $76,588 at 6%.
Visio Financial Services Inc 401(K) Retirement Plan-186$9,986,172$1,737,007$9,339iApproximate average salary by contribution assumption: employee only about $233,469 at 4% or $155,646 at 6%; with 50% employer match about $155,646 at 4% or $103,764 at 6%; with 100% employer match about $116,734 at 4% or $77,823 at 6%.
Visio Financial Services Inc. Health and Welfare Plan-189---
20231152$7,857,213$1,461,817$9,617iApproximate average salary by contribution assumption: employee only about $240,430 at 4% or $160,287 at 6%; with 50% employer match about $160,287 at 4% or $106,858 at 6%; with 100% employer match about $120,215 at 4% or $80,143 at 6%.
Visio Financial Services Inc 401(K) Retirement Plan-152$7,857,213$1,461,817$9,617iApproximate average salary by contribution assumption: employee only about $240,430 at 4% or $160,287 at 6%; with 50% employer match about $160,287 at 4% or $106,858 at 6%; with 100% employer match about $120,215 at 4% or $80,143 at 6%.
20221148$5,845,886$1,520,281$10,272iApproximate average salary by contribution assumption: employee only about $256,804 at 4% or $171,203 at 6%; with 50% employer match about $171,203 at 4% or $114,135 at 6%; with 100% employer match about $128,402 at 4% or $85,601 at 6%.
Visio Financial Services Inc 401(K) Retirement Plan-148$5,845,886$1,520,281$10,272iApproximate average salary by contribution assumption: employee only about $256,804 at 4% or $171,203 at 6%; with 50% employer match about $171,203 at 4% or $114,135 at 6%; with 100% employer match about $128,402 at 4% or $85,601 at 6%.
20211157$5,800,110$1,217,569$7,755iApproximate average salary by contribution assumption: employee only about $193,880 at 4% or $129,254 at 6%; with 50% employer match about $129,254 at 4% or $86,169 at 6%; with 100% employer match about $96,940 at 4% or $64,627 at 6%.
Visio Financial Services Inc 401(K) Retirement Plan-157$5,800,110$1,217,569$7,755iApproximate average salary by contribution assumption: employee only about $193,880 at 4% or $129,254 at 6%; with 50% employer match about $129,254 at 4% or $86,169 at 6%; with 100% employer match about $96,940 at 4% or $64,627 at 6%.
2020181$3,987,049$718,359$8,869iApproximate average salary by contribution assumption: employee only about $221,716 at 4% or $147,810 at 6%; with 50% employer match about $147,810 at 4% or $98,540 at 6%; with 100% employer match about $110,858 at 4% or $73,905 at 6%.
Visio Financial Services Inc 401(K) Retirement Plan-81$3,987,049$718,359$8,869iApproximate average salary by contribution assumption: employee only about $221,716 at 4% or $147,810 at 6%; with 50% employer match about $147,810 at 4% or $98,540 at 6%; with 100% employer match about $110,858 at 4% or $73,905 at 6%.
20191109$3,160,505$774,308$7,104iApproximate average salary by contribution assumption: employee only about $177,594 at 4% or $118,396 at 6%; with 50% employer match about $118,396 at 4% or $78,930 at 6%; with 100% employer match about $88,797 at 4% or $59,198 at 6%.
Visio Financial Services Inc 401(K) Retirement Plan-109$3,160,505$774,308$7,104iApproximate average salary by contribution assumption: employee only about $177,594 at 4% or $118,396 at 6%; with 50% employer match about $118,396 at 4% or $78,930 at 6%; with 100% employer match about $88,797 at 4% or $59,198 at 6%.
2018182$1,996,835$639,536$7,799iApproximate average salary by contribution assumption: employee only about $194,980 at 4% or $129,987 at 6%; with 50% employer match about $129,987 at 4% or $86,658 at 6%; with 100% employer match about $97,490 at 4% or $64,993 at 6%.
Visio Financial Services Inc 401(K) Retirement Plan-82$1,996,835$639,536$7,799iApproximate average salary by contribution assumption: employee only about $194,980 at 4% or $129,987 at 6%; with 50% employer match about $129,987 at 4% or $86,658 at 6%; with 100% employer match about $97,490 at 4% or $64,993 at 6%.
2017176$1,641,177$510,812$6,721iApproximate average salary by contribution assumption: employee only about $168,030 at 4% or $112,020 at 6%; with 50% employer match about $112,020 at 4% or $74,680 at 6%; with 100% employer match about $84,015 at 4% or $56,010 at 6%.
Visio Financial Services Inc 401(K) Retirement Plan-76$1,641,177$510,812$6,721iApproximate average salary by contribution assumption: employee only about $168,030 at 4% or $112,020 at 6%; with 50% employer match about $112,020 at 4% or $74,680 at 6%; with 100% employer match about $84,015 at 4% or $56,010 at 6%.
2016169$1,100,780$290,110$4,204iApproximate average salary by contribution assumption: employee only about $105,112 at 4% or $70,075 at 6%; with 50% employer match about $70,075 at 4% or $46,717 at 6%; with 100% employer match about $52,556 at 4% or $35,037 at 6%.
Visio Financial Services Inc 401(K) Retirement Plan-69$1,100,780$290,110$4,204iApproximate average salary by contribution assumption: employee only about $105,112 at 4% or $70,075 at 6%; with 50% employer match about $70,075 at 4% or $46,717 at 6%; with 100% employer match about $52,556 at 4% or $35,037 at 6%.
2015136$855,231$162,140$4,504iApproximate average salary by contribution assumption: employee only about $112,597 at 4% or $75,065 at 6%; with 50% employer match about $75,065 at 4% or $50,043 at 6%; with 100% employer match about $56,299 at 4% or $37,532 at 6%.
Visio Financial Services Inc 401(K) Retirement Plan-36$855,231$162,140$4,504iApproximate average salary by contribution assumption: employee only about $112,597 at 4% or $75,065 at 6%; with 50% employer match about $75,065 at 4% or $50,043 at 6%; with 100% employer match about $56,299 at 4% or $37,532 at 6%.