Civic Intelligence

R.L. Travis Financial Group LLC

Plan context: R. L. Travis Financial Group LLC Profit Sharing Plan

EIN 46-2191799 • Lake Jackson, TX • 10 filings • 1 plans

115 N. Dixie Drive, Suite 120Lake Jackson, TX 77566
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$213,129

2024 Contributions

$23,736

Historical Graphs

Total Assets Over Time

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

$266,988$133,494$0201520202024YearValue
$213,129Latest year 2024

Participants Over Time

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

420201520202024YearValue
4Latest 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
202414$213,129$23,736$5,934iApproximate average salary by contribution assumption: employee only about $148,350 at 4% or $98,900 at 6%; with 50% employer match about $98,900 at 4% or $65,933 at 6%; with 100% employer match about $74,175 at 4% or $49,450 at 6%.
R. L. Travis Financial Group LLC Profit Sharing Plan-4$213,129$23,736$5,934iApproximate average salary by contribution assumption: employee only about $148,350 at 4% or $98,900 at 6%; with 50% employer match about $98,900 at 4% or $65,933 at 6%; with 100% employer match about $74,175 at 4% or $49,450 at 6%.
202314$252,624$26,443$6,611iApproximate average salary by contribution assumption: employee only about $165,269 at 4% or $110,179 at 6%; with 50% employer match about $110,179 at 4% or $73,453 at 6%; with 100% employer match about $82,634 at 4% or $55,090 at 6%.
R. L. Travis Financial Group LLC Profit Sharing Plan-4$252,624$26,443$6,611iApproximate average salary by contribution assumption: employee only about $165,269 at 4% or $110,179 at 6%; with 50% employer match about $110,179 at 4% or $73,453 at 6%; with 100% employer match about $82,634 at 4% or $55,090 at 6%.
202214$193,601$48,727$12,182iApproximate average salary by contribution assumption: employee only about $304,544 at 4% or $203,029 at 6%; with 50% employer match about $203,029 at 4% or $135,353 at 6%; with 100% employer match about $152,272 at 4% or $101,515 at 6%.
R. L. Travis Financial Group LLC Profit Sharing Plan-4$193,601$48,727$12,182iApproximate average salary by contribution assumption: employee only about $304,544 at 4% or $203,029 at 6%; with 50% employer match about $203,029 at 4% or $135,353 at 6%; with 100% employer match about $152,272 at 4% or $101,515 at 6%.
202113$266,988$0-
R. L. Travis Financial Group LLC Profit Sharing Plan-3$266,988--
202013$230,413$8,200$2,733iApproximate average salary by contribution assumption: employee only about $68,333 at 4% or $45,556 at 6%; with 50% employer match about $45,556 at 4% or $30,370 at 6%; with 100% employer match about $34,167 at 4% or $22,778 at 6%.
R. L. Travis Financial Group LLC Profit Sharing Plan-3$230,413$8,200$2,733iApproximate average salary by contribution assumption: employee only about $68,333 at 4% or $45,556 at 6%; with 50% employer match about $45,556 at 4% or $30,370 at 6%; with 100% employer match about $34,167 at 4% or $22,778 at 6%.
201913$240,920$51,678$17,226iApproximate average salary by contribution assumption: employee only about $430,650 at 4% or $287,100 at 6%; with 50% employer match about $287,100 at 4% or $191,400 at 6%; with 100% employer match about $215,325 at 4% or $143,550 at 6%.
R. L. Travis Financial Group LLC Profit Sharing Plan-3$240,920$51,678$17,226iApproximate average salary by contribution assumption: employee only about $430,650 at 4% or $287,100 at 6%; with 50% employer match about $287,100 at 4% or $191,400 at 6%; with 100% employer match about $215,325 at 4% or $143,550 at 6%.
201812$192,026$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
R. L. Travis Financial Group LLC Profit Sharing Plan-2$192,026$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201712$151,864$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
R. L. Travis Financial Group LLC Profit Sharing Plan-2$151,864$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201612$179,212$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
R. L. Travis Financial Group LLC Profit Sharing Plan-2$179,212$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201512$156,217$159,967$79,984iApproximate average salary by contribution assumption: employee only about $1,999,588 at 4% or $1,333,058 at 6%; with 50% employer match about $1,333,058 at 4% or $888,706 at 6%; with 100% employer match about $999,794 at 4% or $666,529 at 6%.
R. L. Travis Financial Group LLC Profit Sharing Plan-2$156,217$159,967$79,984iApproximate average salary by contribution assumption: employee only about $1,999,588 at 4% or $1,333,058 at 6%; with 50% employer match about $1,333,058 at 4% or $888,706 at 6%; with 100% employer match about $999,794 at 4% or $666,529 at 6%.