Expert Management Services Inc.
Plan context: Expert Management Services Inc. 401(K) Profit Sharing Plan
EIN 45-4785989 • Houston, TX • 11 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
2
2022 Assets
$316,187
2022 Contributions
$188,752
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Expert Management Services Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2021 | 1 | 2 | $316,187 | $0 | - |
| Expert Management Services Inc. 401(K) Profit Sharing Plan | - | 2 | $316,187 | - | - |
| 2020 | 1 | 2 | $282,422 | $0 | - |
| Expert Management Services Inc. 401(K) Profit Sharing Plan | - | 2 | $282,422 | - | - |
| 2019 | 2 | 2 | $245,680 | $188,752 | $94,376iApproximate average salary by contribution assumption: employee only about $2,359,400 at 4% or $1,572,933 at 6%; with 50% employer match about $1,572,933 at 4% or $1,048,622 at 6%; with 100% employer match about $1,179,700 at 4% or $786,467 at 6%. |
| Expert Management Services Inc. 401(K) Profit Sharing Plan | - | 2 | $245,680 | $188,752 | $94,376iApproximate average salary by contribution assumption: employee only about $2,359,400 at 4% or $1,572,933 at 6%; with 50% employer match about $1,572,933 at 4% or $1,048,622 at 6%; with 100% employer match about $1,179,700 at 4% or $786,467 at 6%. |
| EXPERT MANAGEMENT SERVICES, INC. CASH BALANCE PENSION PLAN | - | 0 | $0 | $0 | - |
| 2018 | 2 | 2 | $214,498 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| EXPERT MANAGEMENT SERVICES, INC. CASH BALANCE PENSION PLAN | - | 2 | $175,600 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Expert Management Services Inc. 401(K) Profit Sharing Plan | - | 2 | $38,898 | - | - |
| 2017 | 2 | 2 | $180,197 | $26,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| EXPERT MANAGEMENT SERVICES, INC. CASH BALANCE PENSION PLAN | - | 2 | $138,204 | $26,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| Expert Management Services Inc. 401(K) Profit Sharing Plan | - | 2 | $41,993 | - | - |
| 2016 | 2 | 2 | $146,833 | $146,876 | $73,438iApproximate average salary by contribution assumption: employee only about $1,835,950 at 4% or $1,223,967 at 6%; with 50% employer match about $1,223,967 at 4% or $815,978 at 6%; with 100% employer match about $917,975 at 4% or $611,983 at 6%. |
| EXPERT MANAGEMENT SERVICES, INC. CASH BALANCE PENSION PLAN | - | 2 | $110,876 | $110,876 | $55,438iApproximate average salary by contribution assumption: employee only about $1,385,950 at 4% or $923,967 at 6%; with 50% employer match about $923,967 at 4% or $615,978 at 6%; with 100% employer match about $692,975 at 4% or $461,983 at 6%. |
| Expert Management Services Inc. 401(K) Profit Sharing Plan | - | 2 | $35,957 | $36,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |