Civic Intelligence

Ais Portfolio Services LLC

Plan context: Ais 401(K) Plan

EIN 45-5328748 • Houston, TX • 19 filings • 6 plans

5847 San Felipe Ste 1200Houston, TX 77057
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$5,434,512

2024 Contributions

$725,409

Historical Graphs

Total Assets Over Time

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

$5,434,512$2,717,256$0201220182024YearValue
$5,434,512Latest year 2024

Participants Over Time

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

157790201220182024YearValue
38Latest 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
2024138$5,434,512$725,409$19,090iApproximate average salary by contribution assumption: employee only about $477,243 at 4% or $318,162 at 6%; with 50% employer match about $318,162 at 4% or $212,108 at 6%; with 100% employer match about $238,621 at 4% or $159,081 at 6%.
Ais 401(K) Plan-38$5,434,512$725,409$19,090iApproximate average salary by contribution assumption: employee only about $477,243 at 4% or $318,162 at 6%; with 50% employer match about $318,162 at 4% or $212,108 at 6%; with 100% employer match about $238,621 at 4% or $159,081 at 6%.
2023140$4,177,644$632,184$15,805iApproximate average salary by contribution assumption: employee only about $395,115 at 4% or $263,410 at 6%; with 50% employer match about $263,410 at 4% or $175,607 at 6%; with 100% employer match about $197,558 at 4% or $131,705 at 6%.
Ais 401(K) Plan-40$4,177,644$632,184$15,805iApproximate average salary by contribution assumption: employee only about $395,115 at 4% or $263,410 at 6%; with 50% employer match about $263,410 at 4% or $175,607 at 6%; with 100% employer match about $197,558 at 4% or $131,705 at 6%.
2022139$3,500,475$725,458$18,601iApproximate average salary by contribution assumption: employee only about $465,037 at 4% or $310,025 at 6%; with 50% employer match about $310,025 at 4% or $206,683 at 6%; with 100% employer match about $232,519 at 4% or $155,012 at 6%.
Ais 401(K) Plan-39$3,500,475$725,458$18,601iApproximate average salary by contribution assumption: employee only about $465,037 at 4% or $310,025 at 6%; with 50% employer match about $310,025 at 4% or $206,683 at 6%; with 100% employer match about $232,519 at 4% or $155,012 at 6%.
2021229$4,095,067$358,381$12,358iApproximate average salary by contribution assumption: employee only about $308,949 at 4% or $205,966 at 6%; with 50% employer match about $205,966 at 4% or $137,311 at 6%; with 100% employer match about $154,475 at 4% or $102,983 at 6%.
Ais 401(K) Plan-27$2,410,019$153,947$5,702iApproximate average salary by contribution assumption: employee only about $142,544 at 4% or $95,029 at 6%; with 50% employer match about $95,029 at 4% or $63,353 at 6%; with 100% employer match about $71,272 at 4% or $47,515 at 6%.
Ais 401(K) Plan-29$1,685,048$204,434$7,049iApproximate average salary by contribution assumption: employee only about $176,236 at 4% or $117,491 at 6%; with 50% employer match about $117,491 at 4% or $78,327 at 6%; with 100% employer match about $88,118 at 4% or $58,745 at 6%.
2020229$4,224,162$293,088$10,106iApproximate average salary by contribution assumption: employee only about $252,662 at 4% or $168,441 at 6%; with 50% employer match about $168,441 at 4% or $112,294 at 6%; with 100% employer match about $126,331 at 4% or $84,221 at 6%.
Ais 401(K) Plan-29$2,894,633$134,000$4,621iApproximate average salary by contribution assumption: employee only about $115,517 at 4% or $77,011 at 6%; with 50% employer match about $77,011 at 4% or $51,341 at 6%; with 100% employer match about $57,759 at 4% or $38,506 at 6%.
Ais 401(K) Plan-28$1,329,529$159,088$5,682iApproximate average salary by contribution assumption: employee only about $142,043 at 4% or $94,695 at 6%; with 50% employer match about $94,695 at 4% or $63,130 at 6%; with 100% employer match about $71,021 at 4% or $47,348 at 6%.
2019228$3,511,643$319,071$11,395iApproximate average salary by contribution assumption: employee only about $284,885 at 4% or $189,923 at 6%; with 50% employer match about $189,923 at 4% or $126,615 at 6%; with 100% employer match about $142,442 at 4% or $94,962 at 6%.
Ais 401(K) Plan-28$2,387,411$169,886$6,067iApproximate average salary by contribution assumption: employee only about $151,684 at 4% or $101,123 at 6%; with 50% employer match about $101,123 at 4% or $67,415 at 6%; with 100% employer match about $75,842 at 4% or $50,561 at 6%.
Ais 401(K) Plan-28$1,124,232$149,185$5,328iApproximate average salary by contribution assumption: employee only about $133,201 at 4% or $88,801 at 6%; with 50% employer match about $88,801 at 4% or $59,200 at 6%; with 100% employer match about $66,600 at 4% or $44,400 at 6%.
2018130$845,362$229,224$7,641iApproximate average salary by contribution assumption: employee only about $191,020 at 4% or $127,347 at 6%; with 50% employer match about $127,347 at 4% or $84,898 at 6%; with 100% employer match about $95,510 at 4% or $63,673 at 6%.
Ais 401(K) Plan-30$845,362$229,224$7,641iApproximate average salary by contribution assumption: employee only about $191,020 at 4% or $127,347 at 6%; with 50% employer match about $127,347 at 4% or $84,898 at 6%; with 100% employer match about $95,510 at 4% or $63,673 at 6%.
2017233$1,889,370$277,908$8,421iApproximate average salary by contribution assumption: employee only about $210,536 at 4% or $140,358 at 6%; with 50% employer match about $140,358 at 4% or $93,572 at 6%; with 100% employer match about $105,268 at 4% or $70,179 at 6%.
Ais 401(K) Plan-33$944,685$138,954$4,211iApproximate average salary by contribution assumption: employee only about $105,268 at 4% or $70,179 at 6%; with 50% employer match about $70,179 at 4% or $46,786 at 6%; with 100% employer match about $52,634 at 4% or $35,089 at 6%.
Ais 401(K) Plan-33$944,685$138,954$4,211iApproximate average salary by contribution assumption: employee only about $105,268 at 4% or $70,179 at 6%; with 50% employer match about $70,179 at 4% or $46,786 at 6%; with 100% employer match about $52,634 at 4% or $35,089 at 6%.
2016143$901,011$147,432$3,429iApproximate average salary by contribution assumption: employee only about $85,716 at 4% or $57,144 at 6%; with 50% employer match about $57,144 at 4% or $38,096 at 6%; with 100% employer match about $42,858 at 4% or $28,572 at 6%.
Ais 401(K) Plan-43$901,011$147,432$3,429iApproximate average salary by contribution assumption: employee only about $85,716 at 4% or $57,144 at 6%; with 50% employer match about $57,144 at 4% or $38,096 at 6%; with 100% employer match about $42,858 at 4% or $28,572 at 6%.
2015149$748,926$171,763$3,505iApproximate average salary by contribution assumption: employee only about $87,634 at 4% or $58,423 at 6%; with 50% employer match about $58,423 at 4% or $38,949 at 6%; with 100% employer match about $43,817 at 4% or $29,211 at 6%.
Ais 401(K) Plan-49$748,926$171,763$3,505iApproximate average salary by contribution assumption: employee only about $87,634 at 4% or $58,423 at 6%; with 50% employer match about $58,423 at 4% or $38,949 at 6%; with 100% employer match about $43,817 at 4% or $29,211 at 6%.
2014164$802,897$246,753$3,856iApproximate average salary by contribution assumption: employee only about $96,388 at 4% or $64,259 at 6%; with 50% employer match about $64,259 at 4% or $42,839 at 6%; with 100% employer match about $48,194 at 4% or $32,129 at 6%.
Ais 401(K) Plan-64$802,897$246,753$3,856iApproximate average salary by contribution assumption: employee only about $96,388 at 4% or $64,259 at 6%; with 50% employer match about $64,259 at 4% or $42,839 at 6%; with 100% employer match about $48,194 at 4% or $32,129 at 6%.
2013279$673,192$246,825$3,124iApproximate average salary by contribution assumption: employee only about $78,109 at 4% or $52,073 at 6%; with 50% employer match about $52,073 at 4% or $34,715 at 6%; with 100% employer match about $39,055 at 4% or $26,036 at 6%.
Ais 401(K) Plan-79$673,192$246,825$3,124iApproximate average salary by contribution assumption: employee only about $78,109 at 4% or $52,073 at 6%; with 50% employer match about $52,073 at 4% or $34,715 at 6%; with 100% employer match about $39,055 at 4% or $26,036 at 6%.
Ais Data Services Welfare Benefit Plan-0---
20122157$623,190$571,316$3,639iApproximate average salary by contribution assumption: employee only about $90,974 at 4% or $60,649 at 6%; with 50% employer match about $60,649 at 4% or $40,433 at 6%; with 100% employer match about $45,487 at 4% or $30,325 at 6%.
Ais 401(K) Plan-145$623,190$571,316$3,940iApproximate average salary by contribution assumption: employee only about $98,503 at 4% or $65,669 at 6%; with 50% employer match about $65,669 at 4% or $43,779 at 6%; with 100% employer match about $49,251 at 4% or $32,834 at 6%.
Ais Data Services Welfare Benefit Plan-157---