Civic Intelligence

GREG CAUDELL, PC

Plan context: CAUDELL CPA, PC 401(K) PLAN

EIN 45-3852322 • Houston, TX • 12 filings • 3 plans

5230 Center St.Houston, TX 77007
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$824,296

2025 Contributions

$102,290

Historical Graphs

Total Assets Over Time

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

$824,296$412,148$0201420202025YearValue
$824,296Latest year 2025

Participants Over Time

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

740201420202025YearValue
3Latest year 2025

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
202513$824,296$102,290$34,097iApproximate average salary by contribution assumption: employee only about $852,417 at 4% or $568,278 at 6%; with 50% employer match about $568,278 at 4% or $378,852 at 6%; with 100% employer match about $426,208 at 4% or $284,139 at 6%.
CAUDELL CPA, PC 401(K) PLAN-3$824,296$102,290$34,097iApproximate average salary by contribution assumption: employee only about $852,417 at 4% or $568,278 at 6%; with 50% employer match about $568,278 at 4% or $378,852 at 6%; with 100% employer match about $426,208 at 4% or $284,139 at 6%.
202415$642,691$107,512$21,502iApproximate average salary by contribution assumption: employee only about $537,560 at 4% or $358,373 at 6%; with 50% employer match about $358,373 at 4% or $238,916 at 6%; with 100% employer match about $268,780 at 4% or $179,187 at 6%.
CAUDELL CPA, PC 401(K) PLAN-5$642,691$107,512$21,502iApproximate average salary by contribution assumption: employee only about $537,560 at 4% or $358,373 at 6%; with 50% employer match about $358,373 at 4% or $238,916 at 6%; with 100% employer match about $268,780 at 4% or $179,187 at 6%.
202317$480,978$98,943$14,135iApproximate average salary by contribution assumption: employee only about $353,368 at 4% or $235,579 at 6%; with 50% employer match about $235,579 at 4% or $157,052 at 6%; with 100% employer match about $176,684 at 4% or $117,789 at 6%.
CAUDELL CPA, PC 401(K) PLAN-7$480,978$98,943$14,135iApproximate average salary by contribution assumption: employee only about $353,368 at 4% or $235,579 at 6%; with 50% employer match about $235,579 at 4% or $157,052 at 6%; with 100% employer match about $176,684 at 4% or $117,789 at 6%.
202214$321,752$61,507$15,377iApproximate average salary by contribution assumption: employee only about $384,419 at 4% or $256,279 at 6%; with 50% employer match about $256,279 at 4% or $170,853 at 6%; with 100% employer match about $192,209 at 4% or $128,140 at 6%.
CAUDELL CPA, PC 401(K) PLAN-4$321,752$61,507$15,377iApproximate average salary by contribution assumption: employee only about $384,419 at 4% or $256,279 at 6%; with 50% employer match about $256,279 at 4% or $170,853 at 6%; with 100% employer match about $192,209 at 4% or $128,140 at 6%.
202114$367,377$49,954$12,489iApproximate average salary by contribution assumption: employee only about $312,213 at 4% or $208,142 at 6%; with 50% employer match about $208,142 at 4% or $138,761 at 6%; with 100% employer match about $156,106 at 4% or $104,071 at 6%.
CAUDELL & ASSOCIATES, PC. 401(K) PLAN-4$367,377$49,954$12,489iApproximate average salary by contribution assumption: employee only about $312,213 at 4% or $208,142 at 6%; with 50% employer match about $208,142 at 4% or $138,761 at 6%; with 100% employer match about $156,106 at 4% or $104,071 at 6%.
202012$284,911$41,433$20,717iApproximate average salary by contribution assumption: employee only about $517,913 at 4% or $345,275 at 6%; with 50% employer match about $345,275 at 4% or $230,183 at 6%; with 100% employer match about $258,956 at 4% or $172,638 at 6%.
GREG CAUDELL, PC 401(K) PLAN-2$284,911$41,433$20,717iApproximate average salary by contribution assumption: employee only about $517,913 at 4% or $345,275 at 6%; with 50% employer match about $345,275 at 4% or $230,183 at 6%; with 100% employer match about $258,956 at 4% or $172,638 at 6%.
201913$207,938$45,379$15,126iApproximate average salary by contribution assumption: employee only about $378,158 at 4% or $252,106 at 6%; with 50% employer match about $252,106 at 4% or $168,070 at 6%; with 100% employer match about $189,079 at 4% or $126,053 at 6%.
GREG CAUDELL, PC 401(K) PLAN-3$207,938$45,379$15,126iApproximate average salary by contribution assumption: employee only about $378,158 at 4% or $252,106 at 6%; with 50% employer match about $252,106 at 4% or $168,070 at 6%; with 100% employer match about $189,079 at 4% or $126,053 at 6%.
201814$175,392$36,307$9,077iApproximate average salary by contribution assumption: employee only about $226,919 at 4% or $151,279 at 6%; with 50% employer match about $151,279 at 4% or $100,853 at 6%; with 100% employer match about $113,459 at 4% or $75,640 at 6%.
GREG CAUDELL, PC 401(K) PLAN-4$175,392$36,307$9,077iApproximate average salary by contribution assumption: employee only about $226,919 at 4% or $151,279 at 6%; with 50% employer match about $151,279 at 4% or $100,853 at 6%; with 100% employer match about $113,459 at 4% or $75,640 at 6%.
201714$144,951$37,844$9,461iApproximate average salary by contribution assumption: employee only about $236,525 at 4% or $157,683 at 6%; with 50% employer match about $157,683 at 4% or $105,122 at 6%; with 100% employer match about $118,263 at 4% or $78,842 at 6%.
GREG CAUDELL, PC 401(K) PLAN-4$144,951$37,844$9,461iApproximate average salary by contribution assumption: employee only about $236,525 at 4% or $157,683 at 6%; with 50% employer match about $157,683 at 4% or $105,122 at 6%; with 100% employer match about $118,263 at 4% or $78,842 at 6%.
201614$101,988$35,962$8,991iApproximate average salary by contribution assumption: employee only about $224,763 at 4% or $149,842 at 6%; with 50% employer match about $149,842 at 4% or $99,894 at 6%; with 100% employer match about $112,381 at 4% or $74,921 at 6%.
GREG CAUDELL, PC 401(K) PLAN-4$101,988$35,962$8,991iApproximate average salary by contribution assumption: employee only about $224,763 at 4% or $149,842 at 6%; with 50% employer match about $149,842 at 4% or $99,894 at 6%; with 100% employer match about $112,381 at 4% or $74,921 at 6%.
201514$59,275$51,173$12,793iApproximate average salary by contribution assumption: employee only about $319,831 at 4% or $213,221 at 6%; with 50% employer match about $213,221 at 4% or $142,147 at 6%; with 100% employer match about $159,916 at 4% or $106,610 at 6%.
GREG CAUDELL, PC 401(K) PLAN-4$59,275$51,173$12,793iApproximate average salary by contribution assumption: employee only about $319,831 at 4% or $213,221 at 6%; with 50% employer match about $213,221 at 4% or $142,147 at 6%; with 100% employer match about $159,916 at 4% or $106,610 at 6%.
201413$8,157$7,983$2,661iApproximate average salary by contribution assumption: employee only about $66,525 at 4% or $44,350 at 6%; with 50% employer match about $44,350 at 4% or $29,567 at 6%; with 100% employer match about $33,263 at 4% or $22,175 at 6%.
GREG CAUDELL, PC 401(K) PLAN-3$8,157$7,983$2,661iApproximate average salary by contribution assumption: employee only about $66,525 at 4% or $44,350 at 6%; with 50% employer match about $44,350 at 4% or $29,567 at 6%; with 100% employer match about $33,263 at 4% or $22,175 at 6%.