Civic Intelligence

Gwr 401(K) Plan

Plan context: Gwr Equities LLC

EIN 46-2130760 • Houston, TX • 9 filings • 2 plans

1800 West Loop South Suite 1925Houston, TX 77027
Current Snapshot

Latest Year

2024

2024 Participants

150

2024 Assets

$4,112,603

2024 Contributions

$429,513

Historical Graphs

Total Assets Over Time

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

$4,112,603$2,056,302$0201620202024YearValue
$4,112,603Latest year 2024

Participants Over Time

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

167840201620202024YearValue
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
20241150$4,112,603$429,513$2,863iApproximate average salary by contribution assumption: employee only about $71,586 at 4% or $47,724 at 6%; with 50% employer match about $47,724 at 4% or $31,816 at 6%; with 100% employer match about $35,793 at 4% or $23,862 at 6%.
Gwr Equities LLC-150$4,112,603$429,513$2,863iApproximate average salary by contribution assumption: employee only about $71,586 at 4% or $47,724 at 6%; with 50% employer match about $47,724 at 4% or $31,816 at 6%; with 100% employer match about $35,793 at 4% or $23,862 at 6%.
20231144$3,656,454$654,710$4,547iApproximate average salary by contribution assumption: employee only about $113,665 at 4% or $75,777 at 6%; with 50% employer match about $75,777 at 4% or $50,518 at 6%; with 100% employer match about $56,832 at 4% or $37,888 at 6%.
Gwr Equities LLC-144$3,656,454$654,710$4,547iApproximate average salary by contribution assumption: employee only about $113,665 at 4% or $75,777 at 6%; with 50% employer match about $75,777 at 4% or $50,518 at 6%; with 100% employer match about $56,832 at 4% or $37,888 at 6%.
20221165$2,996,384$664,269$4,026iApproximate average salary by contribution assumption: employee only about $100,647 at 4% or $67,098 at 6%; with 50% employer match about $67,098 at 4% or $44,732 at 6%; with 100% employer match about $50,323 at 4% or $33,549 at 6%.
Gwr Equities LLC-165$2,996,384$664,269$4,026iApproximate average salary by contribution assumption: employee only about $100,647 at 4% or $67,098 at 6%; with 50% employer match about $67,098 at 4% or $44,732 at 6%; with 100% employer match about $50,323 at 4% or $33,549 at 6%.
20211148$3,289,922$498,455$3,368iApproximate average salary by contribution assumption: employee only about $84,198 at 4% or $56,132 at 6%; with 50% employer match about $56,132 at 4% or $37,422 at 6%; with 100% employer match about $42,099 at 4% or $28,066 at 6%.
Gwr Equities LLC-148$3,289,922$498,455$3,368iApproximate average salary by contribution assumption: employee only about $84,198 at 4% or $56,132 at 6%; with 50% employer match about $56,132 at 4% or $37,422 at 6%; with 100% employer match about $42,099 at 4% or $28,066 at 6%.
20201155$2,745,468$571,566$3,688iApproximate average salary by contribution assumption: employee only about $92,188 at 4% or $61,459 at 6%; with 50% employer match about $61,459 at 4% or $40,972 at 6%; with 100% employer match about $46,094 at 4% or $30,729 at 6%.
Gwr Equities LLC-155$2,745,468$571,566$3,688iApproximate average salary by contribution assumption: employee only about $92,188 at 4% or $61,459 at 6%; with 50% employer match about $61,459 at 4% or $40,972 at 6%; with 100% employer match about $46,094 at 4% or $30,729 at 6%.
20191159$2,485,887$510,268$3,209iApproximate average salary by contribution assumption: employee only about $80,231 at 4% or $53,487 at 6%; with 50% employer match about $53,487 at 4% or $35,658 at 6%; with 100% employer match about $40,115 at 4% or $26,744 at 6%.
Gwr Equities LLC-159$2,485,887$510,268$3,209iApproximate average salary by contribution assumption: employee only about $80,231 at 4% or $53,487 at 6%; with 50% employer match about $53,487 at 4% or $35,658 at 6%; with 100% employer match about $40,115 at 4% or $26,744 at 6%.
20181167$1,876,020$532,300$3,187iApproximate average salary by contribution assumption: employee only about $79,686 at 4% or $53,124 at 6%; with 50% employer match about $53,124 at 4% or $35,416 at 6%; with 100% employer match about $39,843 at 4% or $26,562 at 6%.
Gwr Equities LLC-167$1,876,020$532,300$3,187iApproximate average salary by contribution assumption: employee only about $79,686 at 4% or $53,124 at 6%; with 50% employer match about $53,124 at 4% or $35,416 at 6%; with 100% employer match about $39,843 at 4% or $26,562 at 6%.
20171158$1,903,802$469,501$2,972iApproximate average salary by contribution assumption: employee only about $74,288 at 4% or $49,525 at 6%; with 50% employer match about $49,525 at 4% or $33,017 at 6%; with 100% employer match about $37,144 at 4% or $24,763 at 6%.
Gwr Equities LLC-158$1,903,802$469,501$2,972iApproximate average salary by contribution assumption: employee only about $74,288 at 4% or $49,525 at 6%; with 50% employer match about $49,525 at 4% or $33,017 at 6%; with 100% employer match about $37,144 at 4% or $24,763 at 6%.
20161160$1,438,397$519,889$3,249iApproximate average salary by contribution assumption: employee only about $81,233 at 4% or $54,155 at 6%; with 50% employer match about $54,155 at 4% or $36,103 at 6%; with 100% employer match about $40,616 at 4% or $27,078 at 6%.
Gwr Equities LLC-160$1,438,397$519,889$3,249iApproximate average salary by contribution assumption: employee only about $81,233 at 4% or $54,155 at 6%; with 50% employer match about $54,155 at 4% or $36,103 at 6%; with 100% employer match about $40,616 at 4% or $27,078 at 6%.