Civic Intelligence

Blakelock Financial Group

Plan context: Blakelock Financial Group 401 K Profit Sharing Plan Trust

EIN 46-3398320 • Kingwood, TX • 10 filings • 3 plans

1300 StonehollowKingwood, TX 77339-2026
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,059,102

2025 Contributions

$178,933

Historical Graphs

Total Assets Over Time

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

$1,059,102$529,551$0201620212025YearValue
$1,059,102Latest year 2025

Participants Over Time

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

740201620212025YearValue
7Latest year 2025

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
202517$1,059,102$178,933$25,562iApproximate average salary by contribution assumption: employee only about $639,046 at 4% or $426,031 at 6%; with 50% employer match about $426,031 at 4% or $284,021 at 6%; with 100% employer match about $319,523 at 4% or $213,015 at 6%.
Blakelock Financial Group 401 K Profit Sharing Plan Trust-7$1,059,102$178,933$25,562iApproximate average salary by contribution assumption: employee only about $639,046 at 4% or $426,031 at 6%; with 50% employer match about $426,031 at 4% or $284,021 at 6%; with 100% employer match about $319,523 at 4% or $213,015 at 6%.
202416$739,877$142,322$23,720iApproximate average salary by contribution assumption: employee only about $593,008 at 4% or $395,339 at 6%; with 50% employer match about $395,339 at 4% or $263,559 at 6%; with 100% employer match about $296,504 at 4% or $197,669 at 6%.
Blakelock Financial Group 401 K Profit Sharing Plan Trust-6$739,877$142,322$23,720iApproximate average salary by contribution assumption: employee only about $593,008 at 4% or $395,339 at 6%; with 50% employer match about $395,339 at 4% or $263,559 at 6%; with 100% employer match about $296,504 at 4% or $197,669 at 6%.
202315$566,234$114,187$22,837iApproximate average salary by contribution assumption: employee only about $570,935 at 4% or $380,623 at 6%; with 50% employer match about $380,623 at 4% or $253,749 at 6%; with 100% employer match about $285,468 at 4% or $190,312 at 6%.
Blakelock Financial Group 401 K Profit Sharing Plan Trust-5$566,234$114,187$22,837iApproximate average salary by contribution assumption: employee only about $570,935 at 4% or $380,623 at 6%; with 50% employer match about $380,623 at 4% or $253,749 at 6%; with 100% employer match about $285,468 at 4% or $190,312 at 6%.
202215$384,448$124,924$24,985iApproximate average salary by contribution assumption: employee only about $624,620 at 4% or $416,413 at 6%; with 50% employer match about $416,413 at 4% or $277,609 at 6%; with 100% employer match about $312,310 at 4% or $208,207 at 6%.
Blakelock Financial Group 401 K Profit Sharing Plan Trust-5$384,448$124,924$24,985iApproximate average salary by contribution assumption: employee only about $624,620 at 4% or $416,413 at 6%; with 50% employer match about $416,413 at 4% or $277,609 at 6%; with 100% employer match about $312,310 at 4% or $208,207 at 6%.
202116$375,500$98,532$16,422iApproximate average salary by contribution assumption: employee only about $410,550 at 4% or $273,700 at 6%; with 50% employer match about $273,700 at 4% or $182,467 at 6%; with 100% employer match about $205,275 at 4% or $136,850 at 6%.
Blakelock Financial Group 401 K Profit Sharing Plan Trust-6$375,500$98,532$16,422iApproximate average salary by contribution assumption: employee only about $410,550 at 4% or $273,700 at 6%; with 50% employer match about $273,700 at 4% or $182,467 at 6%; with 100% employer match about $205,275 at 4% or $136,850 at 6%.
202015$225,745$72,800$14,560iApproximate average salary by contribution assumption: employee only about $364,000 at 4% or $242,667 at 6%; with 50% employer match about $242,667 at 4% or $161,778 at 6%; with 100% employer match about $182,000 at 4% or $121,333 at 6%.
Blakelock Financial Group 401 K Profit Sharing Plan Trust-5$225,745$72,800$14,560iApproximate average salary by contribution assumption: employee only about $364,000 at 4% or $242,667 at 6%; with 50% employer match about $242,667 at 4% or $161,778 at 6%; with 100% employer match about $182,000 at 4% or $121,333 at 6%.
201913$119,380$28,423$9,474iApproximate average salary by contribution assumption: employee only about $236,858 at 4% or $157,906 at 6%; with 50% employer match about $157,906 at 4% or $105,270 at 6%; with 100% employer match about $118,429 at 4% or $78,953 at 6%.
Blakelock Financial Group 401 K Profit Sharing Plan Trust-3$119,380$28,423$9,474iApproximate average salary by contribution assumption: employee only about $236,858 at 4% or $157,906 at 6%; with 50% employer match about $157,906 at 4% or $105,270 at 6%; with 100% employer match about $118,429 at 4% or $78,953 at 6%.
201813$70,841$13,198$4,399iApproximate average salary by contribution assumption: employee only about $109,983 at 4% or $73,322 at 6%; with 50% employer match about $73,322 at 4% or $48,881 at 6%; with 100% employer match about $54,992 at 4% or $36,661 at 6%.
Blakelock Financial Group 401 K Profit Sharing Plan Trust-3$70,841$13,198$4,399iApproximate average salary by contribution assumption: employee only about $109,983 at 4% or $73,322 at 6%; with 50% employer match about $73,322 at 4% or $48,881 at 6%; with 100% employer match about $54,992 at 4% or $36,661 at 6%.
201714$64,814$17,201$4,300iApproximate average salary by contribution assumption: employee only about $107,506 at 4% or $71,671 at 6%; with 50% employer match about $71,671 at 4% or $47,781 at 6%; with 100% employer match about $53,753 at 4% or $35,835 at 6%.
Blakelock Financial Group 401 K Profit Sharing Plan Trust-4$64,814$17,201$4,300iApproximate average salary by contribution assumption: employee only about $107,506 at 4% or $71,671 at 6%; with 50% employer match about $71,671 at 4% or $47,781 at 6%; with 100% employer match about $53,753 at 4% or $35,835 at 6%.
201613$40,190$38,555$12,852iApproximate average salary by contribution assumption: employee only about $321,292 at 4% or $214,194 at 6%; with 50% employer match about $214,194 at 4% or $142,796 at 6%; with 100% employer match about $160,646 at 4% or $107,097 at 6%.
Blakelock Financial Group 401 K Profit Sharing Plan Trust-3$40,190$38,555$12,852iApproximate average salary by contribution assumption: employee only about $321,292 at 4% or $214,194 at 6%; with 50% employer match about $214,194 at 4% or $142,796 at 6%; with 100% employer match about $160,646 at 4% or $107,097 at 6%.