Civic Intelligence

Henry Investment Group LLC

Plan context: Henry Investment Group 401(K) Plan

EIN 45-3341907 • Flower Mound, TX • 15 filings • 3 plans

900 Parker Sq Ste 250Flower Mound, TX 75028
Current Snapshot

Latest Year

2024

2024 Participants

150

2024 Assets

$2,429,697

2024 Contributions

$358,344

Historical Graphs

Total Assets Over Time

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

$2,429,697$1,214,849$0201320182024YearValue
$2,429,697Latest year 2024

Participants Over Time

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

1,2366180201320192024YearValue
150Latest 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
20242150$2,429,697$358,344$2,389iApproximate average salary by contribution assumption: employee only about $59,724 at 4% or $39,816 at 6%; with 50% employer match about $39,816 at 4% or $26,544 at 6%; with 100% employer match about $29,862 at 4% or $19,908 at 6%.
Henry Investment Group 401(K) Plan-55$2,429,697$358,344$6,515iApproximate average salary by contribution assumption: employee only about $162,884 at 4% or $108,589 at 6%; with 50% employer match about $108,589 at 4% or $72,393 at 6%; with 100% employer match about $81,442 at 4% or $54,295 at 6%.
Henry Investment Group LLC Employee Health Plan-150---
20232154$2,156,748$386,291$2,508iApproximate average salary by contribution assumption: employee only about $62,710 at 4% or $41,806 at 6%; with 50% employer match about $41,806 at 4% or $27,871 at 6%; with 100% employer match about $31,355 at 4% or $20,903 at 6%.
Henry Investment Group 401(K) Plan-46$2,156,748$386,291$8,398iApproximate average salary by contribution assumption: employee only about $209,941 at 4% or $139,961 at 6%; with 50% employer match about $139,961 at 4% or $93,307 at 6%; with 100% employer match about $104,970 at 4% or $69,980 at 6%.
Henry Investment Group LLC Employee Health Plan-154---
202221,236$1,765,749$318,926$258iApproximate average salary by contribution assumption: employee only about $6,451 at 4% or $4,301 at 6%; with 50% employer match about $4,301 at 4% or $2,867 at 6%; with 100% employer match about $3,225 at 4% or $2,150 at 6%.
Henry Investment Group 401(K) Plan-1,236$1,765,749$318,926$258iApproximate average salary by contribution assumption: employee only about $6,451 at 4% or $4,301 at 6%; with 50% employer match about $4,301 at 4% or $2,867 at 6%; with 100% employer match about $3,225 at 4% or $2,150 at 6%.
Henry Investment Group LLC Employee Health Plan-143---
20211112$0$0-
Henry Investment Group LLC Employee Health Plan-112---
20201362$1,294,193$161,188$445iApproximate average salary by contribution assumption: employee only about $11,132 at 4% or $7,421 at 6%; with 50% employer match about $7,421 at 4% or $4,947 at 6%; with 100% employer match about $5,566 at 4% or $3,711 at 6%.
Henry Investment Group 401(K) Plan-362$1,294,193$161,188$445iApproximate average salary by contribution assumption: employee only about $11,132 at 4% or $7,421 at 6%; with 50% employer match about $7,421 at 4% or $4,947 at 6%; with 100% employer match about $5,566 at 4% or $3,711 at 6%.
20191314$1,087,838$178,166$567iApproximate average salary by contribution assumption: employee only about $14,185 at 4% or $9,457 at 6%; with 50% employer match about $9,457 at 4% or $6,305 at 6%; with 100% employer match about $7,093 at 4% or $4,728 at 6%.
Henry Investment Group 401(K) Plan-314$1,087,838$178,166$567iApproximate average salary by contribution assumption: employee only about $14,185 at 4% or $9,457 at 6%; with 50% employer match about $9,457 at 4% or $6,305 at 6%; with 100% employer match about $7,093 at 4% or $4,728 at 6%.
20181227$830,163$164,392$724iApproximate average salary by contribution assumption: employee only about $18,105 at 4% or $12,070 at 6%; with 50% employer match about $12,070 at 4% or $8,047 at 6%; with 100% employer match about $9,052 at 4% or $6,035 at 6%.
Henry Investment Group 401(K) Plan-227$830,163$164,392$724iApproximate average salary by contribution assumption: employee only about $18,105 at 4% or $12,070 at 6%; with 50% employer match about $12,070 at 4% or $8,047 at 6%; with 100% employer match about $9,052 at 4% or $6,035 at 6%.
20171164$1,084,787$256,763$1,566iApproximate average salary by contribution assumption: employee only about $39,141 at 4% or $26,094 at 6%; with 50% employer match about $26,094 at 4% or $17,396 at 6%; with 100% employer match about $19,570 at 4% or $13,047 at 6%.
Henry Investment Group 401(K) Plan-164$1,084,787$256,763$1,566iApproximate average salary by contribution assumption: employee only about $39,141 at 4% or $26,094 at 6%; with 50% employer match about $26,094 at 4% or $17,396 at 6%; with 100% employer match about $19,570 at 4% or $13,047 at 6%.
2016137$814,943$393,409$10,633iApproximate average salary by contribution assumption: employee only about $265,817 at 4% or $177,211 at 6%; with 50% employer match about $177,211 at 4% or $118,141 at 6%; with 100% employer match about $132,908 at 4% or $88,606 at 6%.
Henry Investment Group 401(K) Plan-37$814,943$393,409$10,633iApproximate average salary by contribution assumption: employee only about $265,817 at 4% or $177,211 at 6%; with 50% employer match about $177,211 at 4% or $118,141 at 6%; with 100% employer match about $132,908 at 4% or $88,606 at 6%.
2015121$363,820$254,618$12,125iApproximate average salary by contribution assumption: employee only about $303,117 at 4% or $202,078 at 6%; with 50% employer match about $202,078 at 4% or $134,719 at 6%; with 100% employer match about $151,558 at 4% or $101,039 at 6%.
Henry Investment Group 401(K) Plan-21$363,820$254,618$12,125iApproximate average salary by contribution assumption: employee only about $303,117 at 4% or $202,078 at 6%; with 50% employer match about $202,078 at 4% or $134,719 at 6%; with 100% employer match about $151,558 at 4% or $101,039 at 6%.
2014111$162,382$122,787$11,162iApproximate average salary by contribution assumption: employee only about $279,061 at 4% or $186,041 at 6%; with 50% employer match about $186,041 at 4% or $124,027 at 6%; with 100% employer match about $139,531 at 4% or $93,020 at 6%.
Henry Investment Group 401(K) Plan-11$162,382$122,787$11,162iApproximate average salary by contribution assumption: employee only about $279,061 at 4% or $186,041 at 6%; with 50% employer match about $186,041 at 4% or $124,027 at 6%; with 100% employer match about $139,531 at 4% or $93,020 at 6%.
201315$40,099$39,841$7,968iApproximate average salary by contribution assumption: employee only about $199,205 at 4% or $132,803 at 6%; with 50% employer match about $132,803 at 4% or $88,536 at 6%; with 100% employer match about $99,603 at 4% or $66,402 at 6%.
Henry Investment Group 401(K) Plan-5$40,099$39,841$7,968iApproximate average salary by contribution assumption: employee only about $199,205 at 4% or $132,803 at 6%; with 50% employer match about $132,803 at 4% or $88,536 at 6%; with 100% employer match about $99,603 at 4% or $66,402 at 6%.