Civic Intelligence

Michael F Macrory

Plan context: Centre Wealth Management 401(K) Plan

EIN 41-2102164 • Houston, TX • 11 filings • 1 plans

5252 Westchester StreetSuite 118Houston, TX 77005
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,078,118

2024 Contributions

$79,374

Historical Graphs

Total Assets Over Time

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

$2,078,118$1,039,059$0201420192024YearValue
$2,078,118Latest year 2024

Participants Over Time

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

420201420192024YearValue
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$2,078,118$79,374$26,458iApproximate average salary by contribution assumption: employee only about $661,450 at 4% or $440,967 at 6%; with 50% employer match about $440,967 at 4% or $293,978 at 6%; with 100% employer match about $330,725 at 4% or $220,483 at 6%.
Centre Wealth Management 401(K) Plan-3$2,078,118$79,374$26,458iApproximate average salary by contribution assumption: employee only about $661,450 at 4% or $440,967 at 6%; with 50% employer match about $440,967 at 4% or $293,978 at 6%; with 100% employer match about $330,725 at 4% or $220,483 at 6%.
202313$1,714,572$67,735$22,578iApproximate average salary by contribution assumption: employee only about $564,458 at 4% or $376,306 at 6%; with 50% employer match about $376,306 at 4% or $250,870 at 6%; with 100% employer match about $282,229 at 4% or $188,153 at 6%.
Centre Wealth Management 401(K) Plan-3$1,714,572$67,735$22,578iApproximate average salary by contribution assumption: employee only about $564,458 at 4% or $376,306 at 6%; with 50% employer match about $376,306 at 4% or $250,870 at 6%; with 100% employer match about $282,229 at 4% or $188,153 at 6%.
202213$1,362,371$59,191$19,730iApproximate average salary by contribution assumption: employee only about $493,258 at 4% or $328,839 at 6%; with 50% employer match about $328,839 at 4% or $219,226 at 6%; with 100% employer match about $246,629 at 4% or $164,419 at 6%.
Centre Wealth Management 401(K) Plan-3$1,362,371$59,191$19,730iApproximate average salary by contribution assumption: employee only about $493,258 at 4% or $328,839 at 6%; with 50% employer match about $328,839 at 4% or $219,226 at 6%; with 100% employer match about $246,629 at 4% or $164,419 at 6%.
202113$1,636,193$43,125$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.
Centre Wealth Management 401(K) Plan-3$1,636,193$43,125$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.
202014$1,340,514$60,818$15,205iApproximate average salary by contribution assumption: employee only about $380,113 at 4% or $253,408 at 6%; with 50% employer match about $253,408 at 4% or $168,939 at 6%; with 100% employer match about $190,056 at 4% or $126,704 at 6%.
Centre Wealth Management 401(K) Plan-4$1,340,514$60,818$15,205iApproximate average salary by contribution assumption: employee only about $380,113 at 4% or $253,408 at 6%; with 50% employer match about $253,408 at 4% or $168,939 at 6%; with 100% employer match about $190,056 at 4% or $126,704 at 6%.
201913$1,074,152$57,391$19,130iApproximate average salary by contribution assumption: employee only about $478,258 at 4% or $318,839 at 6%; with 50% employer match about $318,839 at 4% or $212,559 at 6%; with 100% employer match about $239,129 at 4% or $159,419 at 6%.
Centre Wealth Management 401(K) Plan-3$1,074,152$57,391$19,130iApproximate average salary by contribution assumption: employee only about $478,258 at 4% or $318,839 at 6%; with 50% employer match about $318,839 at 4% or $212,559 at 6%; with 100% employer match about $239,129 at 4% or $159,419 at 6%.
201813$794,364$54,935$18,312iApproximate average salary by contribution assumption: employee only about $457,792 at 4% or $305,194 at 6%; with 50% employer match about $305,194 at 4% or $203,463 at 6%; with 100% employer match about $228,896 at 4% or $152,597 at 6%.
Centre Wealth Management 401(K) Plan-3$794,364$54,935$18,312iApproximate average salary by contribution assumption: employee only about $457,792 at 4% or $305,194 at 6%; with 50% employer match about $305,194 at 4% or $203,463 at 6%; with 100% employer match about $228,896 at 4% or $152,597 at 6%.
201714$829,139$73,296$18,324iApproximate average salary by contribution assumption: employee only about $458,100 at 4% or $305,400 at 6%; with 50% employer match about $305,400 at 4% or $203,600 at 6%; with 100% employer match about $229,050 at 4% or $152,700 at 6%.
Centre Wealth Management 401(K) Plan-4$829,139$73,296$18,324iApproximate average salary by contribution assumption: employee only about $458,100 at 4% or $305,400 at 6%; with 50% employer match about $305,400 at 4% or $203,600 at 6%; with 100% employer match about $229,050 at 4% or $152,700 at 6%.
201614$616,815$58,945$14,736iApproximate average salary by contribution assumption: employee only about $368,406 at 4% or $245,604 at 6%; with 50% employer match about $245,604 at 4% or $163,736 at 6%; with 100% employer match about $184,203 at 4% or $122,802 at 6%.
Centre Wealth Management 401(K) Plan-4$616,815$58,945$14,736iApproximate average salary by contribution assumption: employee only about $368,406 at 4% or $245,604 at 6%; with 50% employer match about $245,604 at 4% or $163,736 at 6%; with 100% employer match about $184,203 at 4% or $122,802 at 6%.
201514$534,608$58,272$14,568iApproximate average salary by contribution assumption: employee only about $364,200 at 4% or $242,800 at 6%; with 50% employer match about $242,800 at 4% or $161,867 at 6%; with 100% employer match about $182,100 at 4% or $121,400 at 6%.
Centre Wealth Management 401(K) Plan-4$534,608$58,272$14,568iApproximate average salary by contribution assumption: employee only about $364,200 at 4% or $242,800 at 6%; with 50% employer match about $242,800 at 4% or $161,867 at 6%; with 100% employer match about $182,100 at 4% or $121,400 at 6%.
201414$456,567$430,971$107,743iApproximate average salary by contribution assumption: employee only about $2,693,569 at 4% or $1,795,713 at 6%; with 50% employer match about $1,795,713 at 4% or $1,197,142 at 6%; with 100% employer match about $1,346,784 at 4% or $897,856 at 6%.
Centre Wealth Management 401(K) Plan-4$456,567$430,971$107,743iApproximate average salary by contribution assumption: employee only about $2,693,569 at 4% or $1,795,713 at 6%; with 50% employer match about $1,795,713 at 4% or $1,197,142 at 6%; with 100% employer match about $1,346,784 at 4% or $897,856 at 6%.