Garofalo Financial Services LL
Plan context: Garofalo Financial Services LL 401(K) Profit Sharing Plan & Trust
EIN 46-5532206 • Houston, TX • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$903,694
2025 Contributions
$102,902
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $903,694 | $102,902 | $11,434iApproximate average salary by contribution assumption: employee only about $285,839 at 4% or $190,559 at 6%; with 50% employer match about $190,559 at 4% or $127,040 at 6%; with 100% employer match about $142,919 at 4% or $95,280 at 6%. |
| Garofalo Financial Services LL 401(K) Profit Sharing Plan & Trust | - | 9 | $903,694 | $102,902 | $11,434iApproximate average salary by contribution assumption: employee only about $285,839 at 4% or $190,559 at 6%; with 50% employer match about $190,559 at 4% or $127,040 at 6%; with 100% employer match about $142,919 at 4% or $95,280 at 6%. |
| 2024 | 1 | 8 | $673,385 | $93,892 | $11,737iApproximate average salary by contribution assumption: employee only about $293,413 at 4% or $195,608 at 6%; with 50% employer match about $195,608 at 4% or $130,406 at 6%; with 100% employer match about $146,706 at 4% or $97,804 at 6%. |
| Garofalo Financial Services LL 401(K) Profit Sharing Plan & Trust | - | 8 | $673,385 | $93,892 | $11,737iApproximate average salary by contribution assumption: employee only about $293,413 at 4% or $195,608 at 6%; with 50% employer match about $195,608 at 4% or $130,406 at 6%; with 100% employer match about $146,706 at 4% or $97,804 at 6%. |
| 2023 | 1 | 9 | $497,085 | $85,788 | $9,532iApproximate average salary by contribution assumption: employee only about $238,300 at 4% or $158,867 at 6%; with 50% employer match about $158,867 at 4% or $105,911 at 6%; with 100% employer match about $119,150 at 4% or $79,433 at 6%. |
| Garofalo Financial Services LL 401(K) Profit Sharing Plan & Trust | - | 9 | $497,085 | $85,788 | $9,532iApproximate average salary by contribution assumption: employee only about $238,300 at 4% or $158,867 at 6%; with 50% employer match about $158,867 at 4% or $105,911 at 6%; with 100% employer match about $119,150 at 4% or $79,433 at 6%. |
| 2022 | 1 | 8 | $314,664 | $127,496 | $15,937iApproximate average salary by contribution assumption: employee only about $398,425 at 4% or $265,617 at 6%; with 50% employer match about $265,617 at 4% or $177,078 at 6%; with 100% employer match about $199,213 at 4% or $132,808 at 6%. |
| Garofalo Financial Services LL 401(K) Profit Sharing Plan & Trust | - | 8 | $314,664 | $127,496 | $15,937iApproximate average salary by contribution assumption: employee only about $398,425 at 4% or $265,617 at 6%; with 50% employer match about $265,617 at 4% or $177,078 at 6%; with 100% employer match about $199,213 at 4% or $132,808 at 6%. |
| 2021 | 1 | 7 | $269,938 | $252,634 | $36,091iApproximate average salary by contribution assumption: employee only about $902,264 at 4% or $601,510 at 6%; with 50% employer match about $601,510 at 4% or $401,006 at 6%; with 100% employer match about $451,132 at 4% or $300,755 at 6%. |
| Garofalo Financial Services LL 401(K) Profit Sharing Plan & Trust | - | 7 | $269,938 | $252,634 | $36,091iApproximate average salary by contribution assumption: employee only about $902,264 at 4% or $601,510 at 6%; with 50% employer match about $601,510 at 4% or $401,006 at 6%; with 100% employer match about $451,132 at 4% or $300,755 at 6%. |