Civic Intelligence

Cook Ross Inc

Plan context: BE EQUITABLE 401(K) PLAN

EIN 52-1640203 • Houston, TX • 27 filings • 6 plans

1000 N. Post Oak Road, Suite 220Houston, TX 77055
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$2,547,289

2024 Contributions

$100,028

Historical Graphs

Total Assets Over Time

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

$3,489,576$1,744,788$0199920162024YearValue
$2,547,289Latest year 2024

Participants Over Time

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

89450199920142024YearValue
38Latest 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
2024138$2,547,289$100,028$2,632iApproximate average salary by contribution assumption: employee only about $65,808 at 4% or $43,872 at 6%; with 50% employer match about $43,872 at 4% or $29,248 at 6%; with 100% employer match about $32,904 at 4% or $21,936 at 6%.
BE EQUITABLE 401(K) PLAN-38$2,547,289$100,028$2,632iApproximate average salary by contribution assumption: employee only about $65,808 at 4% or $43,872 at 6%; with 50% employer match about $43,872 at 4% or $29,248 at 6%; with 100% employer match about $32,904 at 4% or $21,936 at 6%.
2023162$2,470,939$173,464$2,798iApproximate average salary by contribution assumption: employee only about $69,945 at 4% or $46,630 at 6%; with 50% employer match about $46,630 at 4% or $31,087 at 6%; with 100% employer match about $34,973 at 4% or $23,315 at 6%.
BE EQUITABLE 401(K) PLAN-62$2,470,939$173,464$2,798iApproximate average salary by contribution assumption: employee only about $69,945 at 4% or $46,630 at 6%; with 50% employer match about $46,630 at 4% or $31,087 at 6%; with 100% employer match about $34,973 at 4% or $23,315 at 6%.
2022187$2,484,981$214,330$2,464iApproximate average salary by contribution assumption: employee only about $61,589 at 4% or $41,059 at 6%; with 50% employer match about $41,059 at 4% or $27,373 at 6%; with 100% employer match about $30,795 at 4% or $20,530 at 6%.
BE EQUITABLE 401(K) PLAN-87$2,484,981$214,330$2,464iApproximate average salary by contribution assumption: employee only about $61,589 at 4% or $41,059 at 6%; with 50% employer match about $41,059 at 4% or $27,373 at 6%; with 100% employer match about $30,795 at 4% or $20,530 at 6%.
2021189$3,295,777$554,402$6,229iApproximate average salary by contribution assumption: employee only about $155,731 at 4% or $103,821 at 6%; with 50% employer match about $103,821 at 4% or $69,214 at 6%; with 100% employer match about $77,865 at 4% or $51,910 at 6%.
COOK ROSS 401(K) PLAN-89$3,295,777$554,402$6,229iApproximate average salary by contribution assumption: employee only about $155,731 at 4% or $103,821 at 6%; with 50% employer match about $103,821 at 4% or $69,214 at 6%; with 100% employer match about $77,865 at 4% or $51,910 at 6%.
2020279$2,408,470$279,501$3,538iApproximate average salary by contribution assumption: employee only about $88,450 at 4% or $58,966 at 6%; with 50% employer match about $58,966 at 4% or $39,311 at 6%; with 100% employer match about $44,225 at 4% or $29,483 at 6%.
COOK ROSS 401(K) PLAN-79$2,408,470$279,501$3,538iApproximate average salary by contribution assumption: employee only about $88,450 at 4% or $58,966 at 6%; with 50% employer match about $58,966 at 4% or $39,311 at 6%; with 100% employer match about $44,225 at 4% or $29,483 at 6%.
COOK ROSS CASH BALANCE PLAN-0$0$0-
2019268$2,819,875$542,063$7,972iApproximate average salary by contribution assumption: employee only about $199,288 at 4% or $132,859 at 6%; with 50% employer match about $132,859 at 4% or $88,572 at 6%; with 100% employer match about $99,644 at 4% or $66,429 at 6%.
COOK ROSS 401(K) PLAN-68$2,325,235$361,619$5,318iApproximate average salary by contribution assumption: employee only about $132,948 at 4% or $88,632 at 6%; with 50% employer match about $88,632 at 4% or $59,088 at 6%; with 100% employer match about $66,474 at 4% or $44,316 at 6%.
COOK ROSS CASH BALANCE PLAN-21$494,640$180,444$8,593iApproximate average salary by contribution assumption: employee only about $214,814 at 4% or $143,210 at 6%; with 50% employer match about $143,210 at 4% or $95,473 at 6%; with 100% employer match about $107,407 at 4% or $71,605 at 6%.
2018260$3,489,576$677,168$11,286iApproximate average salary by contribution assumption: employee only about $282,153 at 4% or $188,102 at 6%; with 50% employer match about $188,102 at 4% or $125,401 at 6%; with 100% employer match about $141,077 at 4% or $94,051 at 6%.
COOK ROSS 401(K) PLAN-60$2,639,727$481,267$8,021iApproximate average salary by contribution assumption: employee only about $200,528 at 4% or $133,685 at 6%; with 50% employer match about $133,685 at 4% or $89,124 at 6%; with 100% employer match about $100,264 at 4% or $66,843 at 6%.
COOK ROSS CASH BALANCE PLAN-31$849,849$195,901$6,319iApproximate average salary by contribution assumption: employee only about $157,985 at 4% or $105,323 at 6%; with 50% employer match about $105,323 at 4% or $70,215 at 6%; with 100% employer match about $78,992 at 4% or $52,662 at 6%.
2017254$3,110,934$817,619$15,141iApproximate average salary by contribution assumption: employee only about $378,527 at 4% or $252,352 at 6%; with 50% employer match about $252,352 at 4% or $168,234 at 6%; with 100% employer match about $189,264 at 4% or $126,176 at 6%.
COOK ROSS 401(K) PLAN-54$2,425,617$473,562$8,770iApproximate average salary by contribution assumption: employee only about $219,242 at 4% or $146,161 at 6%; with 50% employer match about $146,161 at 4% or $97,441 at 6%; with 100% employer match about $109,621 at 4% or $73,081 at 6%.
COOK ROSS CASH BALANCE PLAN-25$685,317$344,057$13,762iApproximate average salary by contribution assumption: employee only about $344,057 at 4% or $229,371 at 6%; with 50% employer match about $229,371 at 4% or $152,914 at 6%; with 100% employer match about $172,029 at 4% or $114,686 at 6%.
2016245$2,062,875$1,168,112$25,958iApproximate average salary by contribution assumption: employee only about $648,951 at 4% or $432,634 at 6%; with 50% employer match about $432,634 at 4% or $288,423 at 6%; with 100% employer match about $324,476 at 4% or $216,317 at 6%.
COOK ROSS 401(K) PLAN-45$1,738,805$844,042$18,756iApproximate average salary by contribution assumption: employee only about $468,912 at 4% or $312,608 at 6%; with 50% employer match about $312,608 at 4% or $208,405 at 6%; with 100% employer match about $234,456 at 4% or $156,304 at 6%.
COOK ROSS CASH BALANCE PLAN-16$324,070$324,070$20,254iApproximate average salary by contribution assumption: employee only about $506,359 at 4% or $337,573 at 6%; with 50% employer match about $337,573 at 4% or $225,049 at 6%; with 100% employer match about $253,180 at 4% or $168,786 at 6%.
2015127$842,366$406,066$15,039iApproximate average salary by contribution assumption: employee only about $375,987 at 4% or $250,658 at 6%; with 50% employer match about $250,658 at 4% or $167,105 at 6%; with 100% employer match about $187,994 at 4% or $125,329 at 6%.
COOK ROSS 401(K) PLAN-27$842,366$406,066$15,039iApproximate average salary by contribution assumption: employee only about $375,987 at 4% or $250,658 at 6%; with 50% employer match about $250,658 at 4% or $167,105 at 6%; with 100% employer match about $187,994 at 4% or $125,329 at 6%.
2014118$485,570$148,571$8,254iApproximate average salary by contribution assumption: employee only about $206,349 at 4% or $137,566 at 6%; with 50% employer match about $137,566 at 4% or $91,710 at 6%; with 100% employer match about $103,174 at 4% or $68,783 at 6%.
COOK ROSS 401(K) PLAN-18$485,570$148,571$8,254iApproximate average salary by contribution assumption: employee only about $206,349 at 4% or $137,566 at 6%; with 50% employer match about $137,566 at 4% or $91,710 at 6%; with 100% employer match about $103,174 at 4% or $68,783 at 6%.
2013112$363,327$328,084$27,340iApproximate average salary by contribution assumption: employee only about $683,508 at 4% or $455,672 at 6%; with 50% employer match about $455,672 at 4% or $303,781 at 6%; with 100% employer match about $341,754 at 4% or $227,836 at 6%.
COOK ROSS 401(K) PLAN-12$363,327$328,084$27,340iApproximate average salary by contribution assumption: employee only about $683,508 at 4% or $455,672 at 6%; with 50% employer match about $455,672 at 4% or $303,781 at 6%; with 100% employer match about $341,754 at 4% or $227,836 at 6%.
200910$0$17,459-
Cook Ross Inc. 401K Profit Sharing Plan and Trust-0$0$17,459-
200813$326,912$44,073$14,691iApproximate average salary by contribution assumption: employee only about $367,275 at 4% or $244,850 at 6%; with 50% employer match about $244,850 at 4% or $163,233 at 6%; with 100% employer match about $183,638 at 4% or $122,425 at 6%.
Cook Ross Inc. 401K Profit Sharing Plan and Trust-3$326,912$44,073$14,691iApproximate average salary by contribution assumption: employee only about $367,275 at 4% or $244,850 at 6%; with 50% employer match about $244,850 at 4% or $163,233 at 6%; with 100% employer match about $183,638 at 4% or $122,425 at 6%.
200713$0$0-
Cook Ross Inc. 401K Profit Sharing Plan and Trust-3---
200613$400,316$19,946$6,649iApproximate average salary by contribution assumption: employee only about $166,217 at 4% or $110,811 at 6%; with 50% employer match about $110,811 at 4% or $73,874 at 6%; with 100% employer match about $83,108 at 4% or $55,406 at 6%.
Cook Ross Inc. 401K Profit Sharing Plan and Trust-3$400,316$19,946$6,649iApproximate average salary by contribution assumption: employee only about $166,217 at 4% or $110,811 at 6%; with 50% employer match about $110,811 at 4% or $73,874 at 6%; with 100% employer match about $83,108 at 4% or $55,406 at 6%.
200513$384,354$30,401$10,134iApproximate average salary by contribution assumption: employee only about $253,342 at 4% or $168,894 at 6%; with 50% employer match about $168,894 at 4% or $112,596 at 6%; with 100% employer match about $126,671 at 4% or $84,447 at 6%.
Cook Ross Inc. 401K Profit Sharing Plan and Trust-3$384,354$30,401$10,134iApproximate average salary by contribution assumption: employee only about $253,342 at 4% or $168,894 at 6%; with 50% employer match about $168,894 at 4% or $112,596 at 6%; with 100% employer match about $126,671 at 4% or $84,447 at 6%.
200413$0$0-
Cook Ross Inc. 401K Profit Sharing Plan and Trust-3---
200313$365,500$14,334$4,778iApproximate average salary by contribution assumption: employee only about $119,450 at 4% or $79,633 at 6%; with 50% employer match about $79,633 at 4% or $53,089 at 6%; with 100% employer match about $59,725 at 4% or $39,817 at 6%.
Cook Ross Inc. 401K Profit Sharing Plan and Trust-3$365,500$14,334$4,778iApproximate average salary by contribution assumption: employee only about $119,450 at 4% or $79,633 at 6%; with 50% employer match about $79,633 at 4% or $53,089 at 6%; with 100% employer match about $59,725 at 4% or $39,817 at 6%.
200113$0$0-
Cook Ross Inc. 401K Profit Sharing Plan and Trust-3---
200016$433,978$44,747$7,458iApproximate average salary by contribution assumption: employee only about $186,446 at 4% or $124,297 at 6%; with 50% employer match about $124,297 at 4% or $82,865 at 6%; with 100% employer match about $93,223 at 4% or $62,149 at 6%.
Cook Ross Inc. 401K Profit Sharing Plan and Trust-6$433,978$44,747$7,458iApproximate average salary by contribution assumption: employee only about $186,446 at 4% or $124,297 at 6%; with 50% employer match about $124,297 at 4% or $82,865 at 6%; with 100% employer match about $93,223 at 4% or $62,149 at 6%.
199917$428,541$41,085$5,869iApproximate average salary by contribution assumption: employee only about $146,732 at 4% or $97,821 at 6%; with 50% employer match about $97,821 at 4% or $65,214 at 6%; with 100% employer match about $73,366 at 4% or $48,911 at 6%.
Cook Ross Inc. 401K Profit Sharing Plan and Trust-7$428,541$41,085$5,869iApproximate average salary by contribution assumption: employee only about $146,732 at 4% or $97,821 at 6%; with 50% employer match about $97,821 at 4% or $65,214 at 6%; with 100% employer match about $73,366 at 4% or $48,911 at 6%.