Civic Intelligence

SIGMA BLEYZER INVESTMENT GROUP

Plan context: SIGMA BLEYZER INVESTMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST

EIN 68-0526734 • Houston, TX • 17 filings • 3 plans

123 N Post Oak Ln Ste 410Houston, TX 77024-7786
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$781,738

2025 Contributions

$55,935

Historical Graphs

Total Assets Over Time

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

$1,264,343$632,172$0200920172025YearValue
$781,738Latest year 2025

Participants Over Time

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

840200920172025YearValue
6Latest year 2025

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
202516$781,738$55,935$9,323iApproximate average salary by contribution assumption: employee only about $233,063 at 4% or $155,375 at 6%; with 50% employer match about $155,375 at 4% or $103,583 at 6%; with 100% employer match about $116,531 at 4% or $77,688 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST-6$781,738$55,935$9,323iApproximate average salary by contribution assumption: employee only about $233,063 at 4% or $155,375 at 6%; with 50% employer match about $155,375 at 4% or $103,583 at 6%; with 100% employer match about $116,531 at 4% or $77,688 at 6%.
202416$684,494$56,330$9,388iApproximate average salary by contribution assumption: employee only about $234,708 at 4% or $156,472 at 6%; with 50% employer match about $156,472 at 4% or $104,315 at 6%; with 100% employer match about $117,354 at 4% or $78,236 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST-6$684,494$56,330$9,388iApproximate average salary by contribution assumption: employee only about $234,708 at 4% or $156,472 at 6%; with 50% employer match about $156,472 at 4% or $104,315 at 6%; with 100% employer match about $117,354 at 4% or $78,236 at 6%.
202316$970,140$79,015$13,169iApproximate average salary by contribution assumption: employee only about $329,229 at 4% or $219,486 at 6%; with 50% employer match about $219,486 at 4% or $146,324 at 6%; with 100% employer match about $164,615 at 4% or $109,743 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST-6$970,140$79,015$13,169iApproximate average salary by contribution assumption: employee only about $329,229 at 4% or $219,486 at 6%; with 50% employer match about $219,486 at 4% or $146,324 at 6%; with 100% employer match about $164,615 at 4% or $109,743 at 6%.
202217$931,597$79,860$11,409iApproximate average salary by contribution assumption: employee only about $285,214 at 4% or $190,143 at 6%; with 50% employer match about $190,143 at 4% or $126,762 at 6%; with 100% employer match about $142,607 at 4% or $95,071 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST-7$931,597$79,860$11,409iApproximate average salary by contribution assumption: employee only about $285,214 at 4% or $190,143 at 6%; with 50% employer match about $190,143 at 4% or $126,762 at 6%; with 100% employer match about $142,607 at 4% or $95,071 at 6%.
202117$972,952$77,780$11,111iApproximate average salary by contribution assumption: employee only about $277,786 at 4% or $185,190 at 6%; with 50% employer match about $185,190 at 4% or $123,460 at 6%; with 100% employer match about $138,893 at 4% or $92,595 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST-7$972,952$77,780$11,111iApproximate average salary by contribution assumption: employee only about $277,786 at 4% or $185,190 at 6%; with 50% employer match about $185,190 at 4% or $123,460 at 6%; with 100% employer match about $138,893 at 4% or $92,595 at 6%.
202017$872,045$86,278$12,325iApproximate average salary by contribution assumption: employee only about $308,136 at 4% or $205,424 at 6%; with 50% employer match about $205,424 at 4% or $136,949 at 6%; with 100% employer match about $154,068 at 4% or $102,712 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST-7$872,045$86,278$12,325iApproximate average salary by contribution assumption: employee only about $308,136 at 4% or $205,424 at 6%; with 50% employer match about $205,424 at 4% or $136,949 at 6%; with 100% employer match about $154,068 at 4% or $102,712 at 6%.
201918$1,264,343$89,845$11,231iApproximate average salary by contribution assumption: employee only about $280,766 at 4% or $187,177 at 6%; with 50% employer match about $187,177 at 4% or $124,785 at 6%; with 100% employer match about $140,383 at 4% or $93,589 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST-8$1,264,343$89,845$11,231iApproximate average salary by contribution assumption: employee only about $280,766 at 4% or $187,177 at 6%; with 50% employer match about $187,177 at 4% or $124,785 at 6%; with 100% employer match about $140,383 at 4% or $93,589 at 6%.
201818$1,007,506$92,380$11,548iApproximate average salary by contribution assumption: employee only about $288,688 at 4% or $192,458 at 6%; with 50% employer match about $192,458 at 4% or $128,306 at 6%; with 100% employer match about $144,344 at 4% or $96,229 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401 K PROFIT SHARING PLAN TRUST-8$1,007,506$92,380$11,548iApproximate average salary by contribution assumption: employee only about $288,688 at 4% or $192,458 at 6%; with 50% employer match about $192,458 at 4% or $128,306 at 6%; with 100% employer match about $144,344 at 4% or $96,229 at 6%.
201717$956,711$91,400$13,057iApproximate average salary by contribution assumption: employee only about $326,429 at 4% or $217,619 at 6%; with 50% employer match about $217,619 at 4% or $145,079 at 6%; with 100% employer match about $163,214 at 4% or $108,810 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401 K PROFIT SHARING PLAN TRUST-7$956,711$91,400$13,057iApproximate average salary by contribution assumption: employee only about $326,429 at 4% or $217,619 at 6%; with 50% employer match about $217,619 at 4% or $145,079 at 6%; with 100% employer match about $163,214 at 4% or $108,810 at 6%.
201617$774,392$53,760$7,680iApproximate average salary by contribution assumption: employee only about $192,000 at 4% or $128,000 at 6%; with 50% employer match about $128,000 at 4% or $85,333 at 6%; with 100% employer match about $96,000 at 4% or $64,000 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401 K PROFIT SHARING PLAN TRUST-7$774,392$53,760$7,680iApproximate average salary by contribution assumption: employee only about $192,000 at 4% or $128,000 at 6%; with 50% employer match about $128,000 at 4% or $85,333 at 6%; with 100% employer match about $96,000 at 4% or $64,000 at 6%.
201517$694,473$93,420$13,346iApproximate average salary by contribution assumption: employee only about $333,643 at 4% or $222,429 at 6%; with 50% employer match about $222,429 at 4% or $148,286 at 6%; with 100% employer match about $166,821 at 4% or $111,214 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401 K PROFIT SHARING PLAN TRUST-7$694,473$93,420$13,346iApproximate average salary by contribution assumption: employee only about $333,643 at 4% or $222,429 at 6%; with 50% employer match about $222,429 at 4% or $148,286 at 6%; with 100% employer match about $166,821 at 4% or $111,214 at 6%.
201417$600,096$61,393$8,770iApproximate average salary by contribution assumption: employee only about $219,261 at 4% or $146,174 at 6%; with 50% employer match about $146,174 at 4% or $97,449 at 6%; with 100% employer match about $109,630 at 4% or $73,087 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401 K PROFIT SHARING PLAN TRUST-7$600,096$61,393$8,770iApproximate average salary by contribution assumption: employee only about $219,261 at 4% or $146,174 at 6%; with 50% employer match about $146,174 at 4% or $97,449 at 6%; with 100% employer match about $109,630 at 4% or $73,087 at 6%.
201317$516,952$79,185$11,312iApproximate average salary by contribution assumption: employee only about $282,804 at 4% or $188,536 at 6%; with 50% employer match about $188,536 at 4% or $125,690 at 6%; with 100% employer match about $141,402 at 4% or $94,268 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401 K PROFIT SHARING PLAN TRUST-7$516,952$79,185$11,312iApproximate average salary by contribution assumption: employee only about $282,804 at 4% or $188,536 at 6%; with 50% employer match about $188,536 at 4% or $125,690 at 6%; with 100% employer match about $141,402 at 4% or $94,268 at 6%.
201217$403,040$115,720$16,531iApproximate average salary by contribution assumption: employee only about $413,286 at 4% or $275,524 at 6%; with 50% employer match about $275,524 at 4% or $183,683 at 6%; with 100% employer match about $206,643 at 4% or $137,762 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401 K PROFIT SHARING PLAN TRUST-7$403,040$115,720$16,531iApproximate average salary by contribution assumption: employee only about $413,286 at 4% or $275,524 at 6%; with 50% employer match about $275,524 at 4% or $183,683 at 6%; with 100% employer match about $206,643 at 4% or $137,762 at 6%.
201117$266,100$114,120$16,303iApproximate average salary by contribution assumption: employee only about $407,571 at 4% or $271,714 at 6%; with 50% employer match about $271,714 at 4% or $181,143 at 6%; with 100% employer match about $203,786 at 4% or $135,857 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401 K PROFIT SHARING PLAN TRUST-7$266,100$114,120$16,303iApproximate average salary by contribution assumption: employee only about $407,571 at 4% or $271,714 at 6%; with 50% employer match about $271,714 at 4% or $181,143 at 6%; with 100% employer match about $203,786 at 4% or $135,857 at 6%.
201014$148,076$90,702$22,676iApproximate average salary by contribution assumption: employee only about $566,888 at 4% or $377,925 at 6%; with 50% employer match about $377,925 at 4% or $251,950 at 6%; with 100% employer match about $283,444 at 4% or $188,963 at 6%.
SIGMA BLEYZER INVESTMENT GROUP 401 K PROFIT SHARING PLAN TRUST-4$148,076$90,702$22,676iApproximate average salary by contribution assumption: employee only about $566,888 at 4% or $377,925 at 6%; with 50% employer match about $377,925 at 4% or $251,950 at 6%; with 100% employer match about $283,444 at 4% or $188,963 at 6%.
200912$47,868$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
SIGMA BLEYZER INVESTMENT GROUP-2$47,868$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.