Civic Intelligence

Monday Leman Financial Services

Plan context: Jennifer Monday Leman Profit Sharing Plan

EIN 46-0597138 • Houston, TX • 10 filings • 1 plans

6363 Woodway #380Houston, TX 77057
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,391,011

2024 Contributions

$112,176

Historical Graphs

Total Assets Over Time

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

$2,391,011$1,195,506$0201520202024YearValue
$2,391,011Latest year 2024

Participants Over Time

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

320201520202024YearValue
2Latest 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
202412$2,391,011$112,176$56,088iApproximate average salary by contribution assumption: employee only about $1,402,200 at 4% or $934,800 at 6%; with 50% employer match about $934,800 at 4% or $623,200 at 6%; with 100% employer match about $701,100 at 4% or $467,400 at 6%.
Jennifer Monday Leman Profit Sharing Plan-2$2,391,011$112,176$56,088iApproximate average salary by contribution assumption: employee only about $1,402,200 at 4% or $934,800 at 6%; with 50% employer match about $934,800 at 4% or $623,200 at 6%; with 100% employer match about $701,100 at 4% or $467,400 at 6%.
202313$2,013,837$114,567$38,189iApproximate average salary by contribution assumption: employee only about $954,725 at 4% or $636,483 at 6%; with 50% employer match about $636,483 at 4% or $424,322 at 6%; with 100% employer match about $477,363 at 4% or $318,242 at 6%.
Jennifer Monday Leman Profit Sharing Plan-3$2,013,837$114,567$38,189iApproximate average salary by contribution assumption: employee only about $954,725 at 4% or $636,483 at 6%; with 50% employer match about $636,483 at 4% or $424,322 at 6%; with 100% employer match about $477,363 at 4% or $318,242 at 6%.
202213$1,537,293$104,191$34,730iApproximate average salary by contribution assumption: employee only about $868,258 at 4% or $578,839 at 6%; with 50% employer match about $578,839 at 4% or $385,893 at 6%; with 100% employer match about $434,129 at 4% or $289,419 at 6%.
Jennifer Monday Leman Profit Sharing Plan-3$1,537,293$104,191$34,730iApproximate average salary by contribution assumption: employee only about $868,258 at 4% or $578,839 at 6%; with 50% employer match about $578,839 at 4% or $385,893 at 6%; with 100% employer match about $434,129 at 4% or $289,419 at 6%.
202113$1,900,166$102,134$34,045iApproximate average salary by contribution assumption: employee only about $851,117 at 4% or $567,411 at 6%; with 50% employer match about $567,411 at 4% or $378,274 at 6%; with 100% employer match about $425,558 at 4% or $283,706 at 6%.
Jennifer Monday Leman Profit Sharing Plan-3$1,900,166$102,134$34,045iApproximate average salary by contribution assumption: employee only about $851,117 at 4% or $567,411 at 6%; with 50% employer match about $567,411 at 4% or $378,274 at 6%; with 100% employer match about $425,558 at 4% or $283,706 at 6%.
202013$1,571,724$99,687$33,229iApproximate average salary by contribution assumption: employee only about $830,725 at 4% or $553,817 at 6%; with 50% employer match about $553,817 at 4% or $369,211 at 6%; with 100% employer match about $415,363 at 4% or $276,908 at 6%.
Jennifer Monday Leman Profit Sharing Plan-3$1,571,724$99,687$33,229iApproximate average salary by contribution assumption: employee only about $830,725 at 4% or $553,817 at 6%; with 50% employer match about $553,817 at 4% or $369,211 at 6%; with 100% employer match about $415,363 at 4% or $276,908 at 6%.
201913$1,145,281$445,778$148,593iApproximate average salary by contribution assumption: employee only about $3,714,817 at 4% or $2,476,544 at 6%; with 50% employer match about $2,476,544 at 4% or $1,651,030 at 6%; with 100% employer match about $1,857,408 at 4% or $1,238,272 at 6%.
Jennifer Monday Leman Profit Sharing Plan-3$1,145,281$445,778$148,593iApproximate average salary by contribution assumption: employee only about $3,714,817 at 4% or $2,476,544 at 6%; with 50% employer match about $2,476,544 at 4% or $1,651,030 at 6%; with 100% employer match about $1,857,408 at 4% or $1,238,272 at 6%.
201812$515,544$63,644$31,822iApproximate average salary by contribution assumption: employee only about $795,550 at 4% or $530,367 at 6%; with 50% employer match about $530,367 at 4% or $353,578 at 6%; with 100% employer match about $397,775 at 4% or $265,183 at 6%.
Jennifer Monday Leman Profit Sharing Plan-2$515,544$63,644$31,822iApproximate average salary by contribution assumption: employee only about $795,550 at 4% or $530,367 at 6%; with 50% employer match about $530,367 at 4% or $353,578 at 6%; with 100% employer match about $397,775 at 4% or $265,183 at 6%.
201712$501,278$60,911$30,456iApproximate average salary by contribution assumption: employee only about $761,388 at 4% or $507,592 at 6%; with 50% employer match about $507,592 at 4% or $338,394 at 6%; with 100% employer match about $380,694 at 4% or $253,796 at 6%.
Jennifer Monday Leman Profit Sharing Plan-2$501,278$60,911$30,456iApproximate average salary by contribution assumption: employee only about $761,388 at 4% or $507,592 at 6%; with 50% employer match about $507,592 at 4% or $338,394 at 6%; with 100% employer match about $380,694 at 4% or $253,796 at 6%.
201611$336,463$53,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Jennifer Monday Leman Profit Sharing Plan-1$336,463$53,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201511$261,318$188,084$188,084iApproximate average salary by contribution assumption: employee only about $4,702,100 at 4% or $3,134,733 at 6%; with 50% employer match about $3,134,733 at 4% or $2,089,822 at 6%; with 100% employer match about $2,351,050 at 4% or $1,567,367 at 6%.
Jennifer Monday Leman Profit Sharing Plan-1$261,318$188,084$188,084iApproximate average salary by contribution assumption: employee only about $4,702,100 at 4% or $3,134,733 at 6%; with 50% employer match about $3,134,733 at 4% or $2,089,822 at 6%; with 100% employer match about $2,351,050 at 4% or $1,567,367 at 6%.