Civic Intelligence

Isani Consultants, L.P.

Plan context: Isani Consultants Cash Balance Plan

EIN 65-1242296 • Houston, TX • 21 filings • 3 plans

10448 Westoffice DriveHouston, TX 77042
Current Snapshot

Latest Year

2024

2024 Participants

99

2024 Assets

$6,869,759

2024 Contributions

$1,739,221

Historical Graphs

Total Assets Over Time

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

$6,869,759$3,434,880$0200820192024YearValue
$6,869,759Latest year 2024

Participants Over Time

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

99500200820192024YearValue
99Latest 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
2024299$6,869,759$1,739,221$17,568iApproximate average salary by contribution assumption: employee only about $439,197 at 4% or $292,798 at 6%; with 50% employer match about $292,798 at 4% or $195,199 at 6%; with 100% employer match about $219,599 at 4% or $146,399 at 6%.
Isani Consultants Cash Balance Plan-29$4,593,464$1,207,000$41,621iApproximate average salary by contribution assumption: employee only about $1,040,517 at 4% or $693,678 at 6%; with 50% employer match about $693,678 at 4% or $462,452 at 6%; with 100% employer match about $520,259 at 4% or $346,839 at 6%.
Isani Consultants Profit Sharing Plan-99$2,276,295$532,221$5,376iApproximate average salary by contribution assumption: employee only about $134,399 at 4% or $89,599 at 6%; with 50% employer match about $89,599 at 4% or $59,733 at 6%; with 100% employer match about $67,200 at 4% or $44,800 at 6%.
2023258$4,733,595$733,395$12,645iApproximate average salary by contribution assumption: employee only about $316,119 at 4% or $210,746 at 6%; with 50% employer match about $210,746 at 4% or $140,497 at 6%; with 100% employer match about $158,059 at 4% or $105,373 at 6%.
Isani Consultants Cash Balance Plan-24$3,161,727$417,000$17,375iApproximate average salary by contribution assumption: employee only about $434,375 at 4% or $289,583 at 6%; with 50% employer match about $289,583 at 4% or $193,056 at 6%; with 100% employer match about $217,188 at 4% or $144,792 at 6%.
Isani Consultants Profit Sharing Plan-58$1,571,868$316,395$5,455iApproximate average salary by contribution assumption: employee only about $136,377 at 4% or $90,918 at 6%; with 50% employer match about $90,918 at 4% or $60,612 at 6%; with 100% employer match about $68,189 at 4% or $45,459 at 6%.
2022246$3,674,156$458,827$9,975iApproximate average salary by contribution assumption: employee only about $249,363 at 4% or $166,242 at 6%; with 50% employer match about $166,242 at 4% or $110,828 at 6%; with 100% employer match about $124,681 at 4% or $83,121 at 6%.
Isani Consultants Cash Balance Plan-27$2,538,333$0-
Isani Consultants Profit Sharing Plan-46$1,135,823$458,827$9,975iApproximate average salary by contribution assumption: employee only about $249,363 at 4% or $166,242 at 6%; with 50% employer match about $166,242 at 4% or $110,828 at 6%; with 100% employer match about $124,681 at 4% or $83,121 at 6%.
2021239$3,836,247$287,384$7,369iApproximate average salary by contribution assumption: employee only about $184,221 at 4% or $122,814 at 6%; with 50% employer match about $122,814 at 4% or $81,876 at 6%; with 100% employer match about $92,110 at 4% or $61,407 at 6%.
Isani Consultants Cash Balance Plan-22$2,766,320$0-
Isani Consultants Profit Sharing Plan-39$1,069,927$287,384$7,369iApproximate average salary by contribution assumption: employee only about $184,221 at 4% or $122,814 at 6%; with 50% employer match about $122,814 at 4% or $81,876 at 6%; with 100% employer match about $92,110 at 4% or $61,407 at 6%.
2020234$3,400,427$867,989$25,529iApproximate average salary by contribution assumption: employee only about $638,227 at 4% or $425,485 at 6%; with 50% employer match about $425,485 at 4% or $283,657 at 6%; with 100% employer match about $319,114 at 4% or $212,742 at 6%.
Isani Consultants Cash Balance Plan-22$2,631,588$622,825$28,310iApproximate average salary by contribution assumption: employee only about $707,756 at 4% or $471,837 at 6%; with 50% employer match about $471,837 at 4% or $314,558 at 6%; with 100% employer match about $353,878 at 4% or $235,919 at 6%.
Isani Consultants Profit Sharing Plan-34$768,839$245,164$7,211iApproximate average salary by contribution assumption: employee only about $180,268 at 4% or $120,178 at 6%; with 50% employer match about $120,178 at 4% or $80,119 at 6%; with 100% employer match about $90,134 at 4% or $60,089 at 6%.
2019234$2,537,326$503,618$14,812iApproximate average salary by contribution assumption: employee only about $370,307 at 4% or $246,872 at 6%; with 50% employer match about $246,872 at 4% or $164,581 at 6%; with 100% employer match about $185,154 at 4% or $123,436 at 6%.
Isani Consultants Cash Balance Plan-24$1,903,467$327,379$13,641iApproximate average salary by contribution assumption: employee only about $341,020 at 4% or $227,347 at 6%; with 50% employer match about $227,347 at 4% or $151,564 at 6%; with 100% employer match about $170,510 at 4% or $113,673 at 6%.
Isani Consultants Profit Sharing Plan-34$633,859$176,239$5,184iApproximate average salary by contribution assumption: employee only about $129,588 at 4% or $86,392 at 6%; with 50% employer match about $86,392 at 4% or $57,594 at 6%; with 100% employer match about $64,794 at 4% or $43,196 at 6%.
2018227$1,892,076$762,858$28,254iApproximate average salary by contribution assumption: employee only about $706,350 at 4% or $470,900 at 6%; with 50% employer match about $470,900 at 4% or $313,933 at 6%; with 100% employer match about $353,175 at 4% or $235,450 at 6%.
Isani Consultants Cash Balance Plan-24$1,487,617$586,725$24,447iApproximate average salary by contribution assumption: employee only about $611,172 at 4% or $407,448 at 6%; with 50% employer match about $407,448 at 4% or $271,632 at 6%; with 100% employer match about $305,586 at 4% or $203,724 at 6%.
Isani Consultants Profit Sharing Plan-27$404,459$176,133$6,523iApproximate average salary by contribution assumption: employee only about $163,086 at 4% or $108,724 at 6%; with 50% employer match about $108,724 at 4% or $72,483 at 6%; with 100% employer match about $81,543 at 4% or $54,362 at 6%.
2017220$1,735,734$532,253$26,613iApproximate average salary by contribution assumption: employee only about $665,316 at 4% or $443,544 at 6%; with 50% employer match about $443,544 at 4% or $295,696 at 6%; with 100% employer match about $332,658 at 4% or $221,772 at 6%.
Isani Consultants Cash Balance Plan-20$1,492,497$505,815$25,291iApproximate average salary by contribution assumption: employee only about $632,269 at 4% or $421,513 at 6%; with 50% employer match about $421,513 at 4% or $281,008 at 6%; with 100% employer match about $316,134 at 4% or $210,756 at 6%.
Isani Consultants Profit Sharing Plan-15$243,237$26,438$1,763iApproximate average salary by contribution assumption: employee only about $44,063 at 4% or $29,376 at 6%; with 50% employer match about $29,376 at 4% or $19,584 at 6%; with 100% employer match about $22,032 at 4% or $14,688 at 6%.
2016218$1,213,229$731,413$40,634iApproximate average salary by contribution assumption: employee only about $1,015,851 at 4% or $677,234 at 6%; with 50% employer match about $677,234 at 4% or $451,490 at 6%; with 100% employer match about $507,926 at 4% or $338,617 at 6%.
Isani Consultants Cash Balance Plan-15$942,165$501,200$33,413iApproximate average salary by contribution assumption: employee only about $835,333 at 4% or $556,889 at 6%; with 50% employer match about $556,889 at 4% or $371,259 at 6%; with 100% employer match about $417,667 at 4% or $278,444 at 6%.
Isani Consultants Profit Sharing Plan-18$271,064$230,213$12,790iApproximate average salary by contribution assumption: employee only about $319,740 at 4% or $213,160 at 6%; with 50% employer match about $213,160 at 4% or $142,107 at 6%; with 100% employer match about $159,870 at 4% or $106,580 at 6%.
2015210$475,961$475,961$47,596iApproximate average salary by contribution assumption: employee only about $1,189,903 at 4% or $793,268 at 6%; with 50% employer match about $793,268 at 4% or $528,846 at 6%; with 100% employer match about $594,951 at 4% or $396,634 at 6%.
Isani Consultants Cash Balance Plan-9$437,000$437,000$48,556iApproximate average salary by contribution assumption: employee only about $1,213,889 at 4% or $809,259 at 6%; with 50% employer match about $809,259 at 4% or $539,506 at 6%; with 100% employer match about $606,944 at 4% or $404,630 at 6%.
Isani Consultants Profit Sharing Plan-10$38,961$38,961$3,896iApproximate average salary by contribution assumption: employee only about $97,403 at 4% or $64,935 at 6%; with 50% employer match about $64,935 at 4% or $43,290 at 6%; with 100% employer match about $48,701 at 4% or $32,468 at 6%.
2008127$71,115$91,560$3,391iApproximate average salary by contribution assumption: employee only about $84,778 at 4% or $56,519 at 6%; with 50% employer match about $56,519 at 4% or $37,679 at 6%; with 100% employer match about $42,389 at 4% or $28,259 at 6%.
ISANI 401K PROFIT SHARING PLAN-27$71,115$91,560$3,391iApproximate average salary by contribution assumption: employee only about $84,778 at 4% or $56,519 at 6%; with 50% employer match about $56,519 at 4% or $37,679 at 6%; with 100% employer match about $42,389 at 4% or $28,259 at 6%.