Civic Intelligence

Concierge Asset Management

Plan context: Concierge Asset Management LLC 401K Profit Sharing Plan & Trust

EIN 68-0449603 • Houston, TX • 10 filings • 4 plans

6919 PortwestSuite 160Houston, TX 77024
Current Snapshot

Latest Year

2011

2011 Participants

3

2011 Assets

$137,640

2011 Contributions

$10,084

Historical Graphs

Total Assets Over Time

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

$666,574$333,287$0200220062010YearValue
$137,640Latest year 2010

Participants Over Time

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

190950200220062010YearValue
3Latest year 2010

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
201110$0$10,084-
Concierge Asset Management LLC 401K Profit Sharing Plan & Trust-0-$10,084-
201013$137,640$0-
Concierge Asset Management LLC 401K Profit Sharing Plan & Trust-3$137,640--
200910$129,533$14,926-
Concierge Asset Management LLC 401K Profit Sharing Plan & Trust-0$129,533$14,926-
20081190$235,678$95,789$504iApproximate average salary by contribution assumption: employee only about $12,604 at 4% or $8,403 at 6%; with 50% employer match about $8,403 at 4% or $5,602 at 6%; with 100% employer match about $6,302 at 4% or $4,201 at 6%.
Concierge Asset Management LLC 401K Profit Sharing Plan & Trust-190$235,678$95,789$504iApproximate average salary by contribution assumption: employee only about $12,604 at 4% or $8,403 at 6%; with 50% employer match about $8,403 at 4% or $5,602 at 6%; with 100% employer match about $6,302 at 4% or $4,201 at 6%.
2007168$0$0-
Concierge Asset Management LLC 401K Profit Sharing Plan & Trust-68---
2006154$666,574$232,740$4,310iApproximate average salary by contribution assumption: employee only about $107,750 at 4% or $71,833 at 6%; with 50% employer match about $71,833 at 4% or $47,889 at 6%; with 100% employer match about $53,875 at 4% or $35,917 at 6%.
Concierge Asset Management LLC 401K Profit Sharing Plan & Trust-54$666,574$232,740$4,310iApproximate average salary by contribution assumption: employee only about $107,750 at 4% or $71,833 at 6%; with 50% employer match about $71,833 at 4% or $47,889 at 6%; with 100% employer match about $53,875 at 4% or $35,917 at 6%.
2005139$453,356$190,832$4,893iApproximate average salary by contribution assumption: employee only about $122,328 at 4% or $81,552 at 6%; with 50% employer match about $81,552 at 4% or $54,368 at 6%; with 100% employer match about $61,164 at 4% or $40,776 at 6%.
Concierge Asset Management LLC 401K Profit Sharing Plan & Trust-39$453,356$190,832$4,893iApproximate average salary by contribution assumption: employee only about $122,328 at 4% or $81,552 at 6%; with 50% employer match about $81,552 at 4% or $54,368 at 6%; with 100% employer match about $61,164 at 4% or $40,776 at 6%.
2004136$374,545$172,681$4,797iApproximate average salary by contribution assumption: employee only about $119,917 at 4% or $79,945 at 6%; with 50% employer match about $79,945 at 4% or $53,297 at 6%; with 100% employer match about $59,959 at 4% or $39,972 at 6%.
Concierge Asset Management LLC 401K Profit Sharing Plan & Trust-36$374,545$172,681$4,797iApproximate average salary by contribution assumption: employee only about $119,917 at 4% or $79,945 at 6%; with 50% employer match about $79,945 at 4% or $53,297 at 6%; with 100% employer match about $59,959 at 4% or $39,972 at 6%.
2003130$226,759$121,980$4,066iApproximate average salary by contribution assumption: employee only about $101,650 at 4% or $67,767 at 6%; with 50% employer match about $67,767 at 4% or $45,178 at 6%; with 100% employer match about $50,825 at 4% or $33,883 at 6%.
Concierge Asset Management LLC 401K Profit Sharing Plan & Trust-30$226,759$121,980$4,066iApproximate average salary by contribution assumption: employee only about $101,650 at 4% or $67,767 at 6%; with 50% employer match about $67,767 at 4% or $45,178 at 6%; with 100% employer match about $50,825 at 4% or $33,883 at 6%.
2002126$72,063$74,721$2,874iApproximate average salary by contribution assumption: employee only about $71,847 at 4% or $47,898 at 6%; with 50% employer match about $47,898 at 4% or $31,932 at 6%; with 100% employer match about $35,924 at 4% or $23,949 at 6%.
Concierge Asset Management LLC 401K Profit Sharing Plan & Trust-26$72,063$74,721$2,874iApproximate average salary by contribution assumption: employee only about $71,847 at 4% or $47,898 at 6%; with 50% employer match about $47,898 at 4% or $31,932 at 6%; with 100% employer match about $35,924 at 4% or $23,949 at 6%.