JULIA BANCROFT, PC
Plan context: JULIA BANCROFT, PC 401K PLAN
EIN 47-4274657 • Katy, TX • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$123,078
2025 Contributions
$33,230
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 | 1 | $123,078 | $33,230 | $33,230iApproximate average salary by contribution assumption: employee only about $830,750 at 4% or $553,833 at 6%; with 50% employer match about $553,833 at 4% or $369,222 at 6%; with 100% employer match about $415,375 at 4% or $276,917 at 6%. |
| JULIA BANCROFT, PC 401K PLAN | - | 1 | $123,078 | $33,230 | $33,230iApproximate average salary by contribution assumption: employee only about $830,750 at 4% or $553,833 at 6%; with 50% employer match about $553,833 at 4% or $369,222 at 6%; with 100% employer match about $415,375 at 4% or $276,917 at 6%. |
| 2024 | 1 | 1 | $73,782 | $28,158 | $28,158iApproximate average salary by contribution assumption: employee only about $703,950 at 4% or $469,300 at 6%; with 50% employer match about $469,300 at 4% or $312,867 at 6%; with 100% employer match about $351,975 at 4% or $234,650 at 6%. |
| JULIA BANCROFT, PC 401K PLAN | - | 1 | $73,782 | $28,158 | $28,158iApproximate average salary by contribution assumption: employee only about $703,950 at 4% or $469,300 at 6%; with 50% employer match about $469,300 at 4% or $312,867 at 6%; with 100% employer match about $351,975 at 4% or $234,650 at 6%. |
| 2023 | 1 | 2 | $52,874 | $35,013 | $17,507iApproximate average salary by contribution assumption: employee only about $437,663 at 4% or $291,775 at 6%; with 50% employer match about $291,775 at 4% or $194,517 at 6%; with 100% employer match about $218,831 at 4% or $145,888 at 6%. |
| JULIA BANCROFT, PC 401K PLAN | - | 2 | $52,874 | $35,013 | $17,507iApproximate average salary by contribution assumption: employee only about $437,663 at 4% or $291,775 at 6%; with 50% employer match about $291,775 at 4% or $194,517 at 6%; with 100% employer match about $218,831 at 4% or $145,888 at 6%. |
| 2022 | 1 | 2 | $13,246 | $14,294 | $7,147iApproximate average salary by contribution assumption: employee only about $178,675 at 4% or $119,117 at 6%; with 50% employer match about $119,117 at 4% or $79,411 at 6%; with 100% employer match about $89,338 at 4% or $59,558 at 6%. |
| JULIA BANCROFT, PC 401K PLAN | - | 2 | $13,246 | $14,294 | $7,147iApproximate average salary by contribution assumption: employee only about $178,675 at 4% or $119,117 at 6%; with 50% employer match about $119,117 at 4% or $79,411 at 6%; with 100% employer match about $89,338 at 4% or $59,558 at 6%. |
| 2021 | 1 | 0 | $0 | $0 | - |
| JULIA BANCROFT, PC 401K PLAN | - | 0 | $0 | $0 | - |