Outlook Financial Group LLC
Plan context: Outlook Financial Group 401(K) Plan
EIN 38-4023188 • The Woodlands, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$970,608
2025 Contributions
$215,275
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $970,608 | $215,275 | $53,819iApproximate average salary by contribution assumption: employee only about $1,345,469 at 4% or $896,979 at 6%; with 50% employer match about $896,979 at 4% or $597,986 at 6%; with 100% employer match about $672,734 at 4% or $448,490 at 6%. |
| Outlook Financial Group 401(K) Plan | - | 4 | $970,608 | $215,275 | $53,819iApproximate average salary by contribution assumption: employee only about $1,345,469 at 4% or $896,979 at 6%; with 50% employer match about $896,979 at 4% or $597,986 at 6%; with 100% employer match about $672,734 at 4% or $448,490 at 6%. |
| 2024 | 1 | 4 | $602,119 | $183,874 | $45,969iApproximate average salary by contribution assumption: employee only about $1,149,213 at 4% or $766,142 at 6%; with 50% employer match about $766,142 at 4% or $510,761 at 6%; with 100% employer match about $574,606 at 4% or $383,071 at 6%. |
| Outlook Financial Group 401(K) Plan | - | 4 | $602,119 | $183,874 | $45,969iApproximate average salary by contribution assumption: employee only about $1,149,213 at 4% or $766,142 at 6%; with 50% employer match about $766,142 at 4% or $510,761 at 6%; with 100% employer match about $574,606 at 4% or $383,071 at 6%. |
| 2023 | 1 | 4 | $371,868 | $180,252 | $45,063iApproximate average salary by contribution assumption: employee only about $1,126,575 at 4% or $751,050 at 6%; with 50% employer match about $751,050 at 4% or $500,700 at 6%; with 100% employer match about $563,288 at 4% or $375,525 at 6%. |
| Outlook Financial Group 401(K) Plan | - | 4 | $371,868 | $180,252 | $45,063iApproximate average salary by contribution assumption: employee only about $1,126,575 at 4% or $751,050 at 6%; with 50% employer match about $751,050 at 4% or $500,700 at 6%; with 100% employer match about $563,288 at 4% or $375,525 at 6%. |
| 2022 | 1 | 4 | $142,715 | $149,648 | $37,412iApproximate average salary by contribution assumption: employee only about $935,300 at 4% or $623,533 at 6%; with 50% employer match about $623,533 at 4% or $415,689 at 6%; with 100% employer match about $467,650 at 4% or $311,767 at 6%. |
| Outlook Financial Group 401(K) Plan | - | 4 | $142,715 | $149,648 | $37,412iApproximate average salary by contribution assumption: employee only about $935,300 at 4% or $623,533 at 6%; with 50% employer match about $623,533 at 4% or $415,689 at 6%; with 100% employer match about $467,650 at 4% or $311,767 at 6%. |