Civic Intelligence

Phillip Townsend Associates Inc.

Plan context: Phillip Townsend Associates Inc. 401K Retirement Plan

EIN 74-1932287 • Houston, TX • 25 filings • 5 plans

7904 N Sam Houston Pkwy WestSte 400Houston, TX 77064
Current Snapshot

Latest Year

2023

2023 Participants

52

2023 Assets

$15,727,189

2023 Contributions

$922,589

Historical Graphs

Total Assets Over Time

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

$15,727,189$7,863,595$0199920122023YearValue
$15,727,189Latest year 2023

Participants Over Time

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

62310199920112023YearValue
52Latest year 2023

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
2023152$15,727,189$922,589$17,742iApproximate average salary by contribution assumption: employee only about $443,552 at 4% or $295,702 at 6%; with 50% employer match about $295,702 at 4% or $197,134 at 6%; with 100% employer match about $221,776 at 4% or $147,851 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-52$15,727,189$922,589$17,742iApproximate average salary by contribution assumption: employee only about $443,552 at 4% or $295,702 at 6%; with 50% employer match about $295,702 at 4% or $197,134 at 6%; with 100% employer match about $221,776 at 4% or $147,851 at 6%.
2022149$12,724,534$792,535$16,174iApproximate average salary by contribution assumption: employee only about $404,355 at 4% or $269,570 at 6%; with 50% employer match about $269,570 at 4% or $179,713 at 6%; with 100% employer match about $202,177 at 4% or $134,785 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-49$12,724,534$792,535$16,174iApproximate average salary by contribution assumption: employee only about $404,355 at 4% or $269,570 at 6%; with 50% employer match about $269,570 at 4% or $179,713 at 6%; with 100% employer match about $202,177 at 4% or $134,785 at 6%.
2021153$15,719,959$836,938$15,791iApproximate average salary by contribution assumption: employee only about $394,782 at 4% or $263,188 at 6%; with 50% employer match about $263,188 at 4% or $175,459 at 6%; with 100% employer match about $197,391 at 4% or $131,594 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-53$15,719,959$836,938$15,791iApproximate average salary by contribution assumption: employee only about $394,782 at 4% or $263,188 at 6%; with 50% employer match about $263,188 at 4% or $175,459 at 6%; with 100% employer match about $197,391 at 4% or $131,594 at 6%.
2020159$14,138,452$910,146$15,426iApproximate average salary by contribution assumption: employee only about $385,655 at 4% or $257,103 at 6%; with 50% employer match about $257,103 at 4% or $171,402 at 6%; with 100% employer match about $192,828 at 4% or $128,552 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-59$14,138,452$910,146$15,426iApproximate average salary by contribution assumption: employee only about $385,655 at 4% or $257,103 at 6%; with 50% employer match about $257,103 at 4% or $171,402 at 6%; with 100% employer match about $192,828 at 4% or $128,552 at 6%.
2019159$11,753,078$890,834$15,099iApproximate average salary by contribution assumption: employee only about $377,472 at 4% or $251,648 at 6%; with 50% employer match about $251,648 at 4% or $167,765 at 6%; with 100% employer match about $188,736 at 4% or $125,824 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-59$11,753,078$890,834$15,099iApproximate average salary by contribution assumption: employee only about $377,472 at 4% or $251,648 at 6%; with 50% employer match about $251,648 at 4% or $167,765 at 6%; with 100% employer match about $188,736 at 4% or $125,824 at 6%.
2018161$9,175,171$907,738$14,881iApproximate average salary by contribution assumption: employee only about $372,024 at 4% or $248,016 at 6%; with 50% employer match about $248,016 at 4% or $165,344 at 6%; with 100% employer match about $186,012 at 4% or $124,008 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-61$9,175,171$907,738$14,881iApproximate average salary by contribution assumption: employee only about $372,024 at 4% or $248,016 at 6%; with 50% employer match about $248,016 at 4% or $165,344 at 6%; with 100% employer match about $186,012 at 4% or $124,008 at 6%.
2017159$9,531,882$866,759$14,691iApproximate average salary by contribution assumption: employee only about $367,271 at 4% or $244,847 at 6%; with 50% employer match about $244,847 at 4% or $163,231 at 6%; with 100% employer match about $183,635 at 4% or $122,424 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-59$9,531,882$866,759$14,691iApproximate average salary by contribution assumption: employee only about $367,271 at 4% or $244,847 at 6%; with 50% employer match about $244,847 at 4% or $163,231 at 6%; with 100% employer match about $183,635 at 4% or $122,424 at 6%.
2016156$7,405,730$1,310,431$23,401iApproximate average salary by contribution assumption: employee only about $585,014 at 4% or $390,009 at 6%; with 50% employer match about $390,009 at 4% or $260,006 at 6%; with 100% employer match about $292,507 at 4% or $195,005 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-56$7,405,730$1,310,431$23,401iApproximate average salary by contribution assumption: employee only about $585,014 at 4% or $390,009 at 6%; with 50% employer match about $390,009 at 4% or $260,006 at 6%; with 100% employer match about $292,507 at 4% or $195,005 at 6%.
2015157$6,124,319$919,256$16,127iApproximate average salary by contribution assumption: employee only about $403,182 at 4% or $268,788 at 6%; with 50% employer match about $268,788 at 4% or $179,192 at 6%; with 100% employer match about $201,591 at 4% or $134,394 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-57$6,124,319$919,256$16,127iApproximate average salary by contribution assumption: employee only about $403,182 at 4% or $268,788 at 6%; with 50% employer match about $268,788 at 4% or $179,192 at 6%; with 100% employer match about $201,591 at 4% or $134,394 at 6%.
2014156$5,733,668$815,064$14,555iApproximate average salary by contribution assumption: employee only about $363,868 at 4% or $242,579 at 6%; with 50% employer match about $242,579 at 4% or $161,719 at 6%; with 100% employer match about $181,934 at 4% or $121,289 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-56$5,733,668$815,064$14,555iApproximate average salary by contribution assumption: employee only about $363,868 at 4% or $242,579 at 6%; with 50% employer match about $242,579 at 4% or $161,719 at 6%; with 100% employer match about $181,934 at 4% or $121,289 at 6%.
2013150$4,905,624$596,171$11,923iApproximate average salary by contribution assumption: employee only about $298,086 at 4% or $198,724 at 6%; with 50% employer match about $198,724 at 4% or $132,482 at 6%; with 100% employer match about $149,043 at 4% or $99,362 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-50$4,905,624$596,171$11,923iApproximate average salary by contribution assumption: employee only about $298,086 at 4% or $198,724 at 6%; with 50% employer match about $198,724 at 4% or $132,482 at 6%; with 100% employer match about $149,043 at 4% or $99,362 at 6%.
2012151$5,064,159$520,401$10,204iApproximate average salary by contribution assumption: employee only about $255,099 at 4% or $170,066 at 6%; with 50% employer match about $170,066 at 4% or $113,377 at 6%; with 100% employer match about $127,549 at 4% or $85,033 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-51$5,064,159$520,401$10,204iApproximate average salary by contribution assumption: employee only about $255,099 at 4% or $170,066 at 6%; with 50% employer match about $170,066 at 4% or $113,377 at 6%; with 100% employer match about $127,549 at 4% or $85,033 at 6%.
2011151$4,221,676$556,570$10,913iApproximate average salary by contribution assumption: employee only about $272,828 at 4% or $181,886 at 6%; with 50% employer match about $181,886 at 4% or $121,257 at 6%; with 100% employer match about $136,414 at 4% or $90,943 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-51$4,221,676$556,570$10,913iApproximate average salary by contribution assumption: employee only about $272,828 at 4% or $181,886 at 6%; with 50% employer match about $181,886 at 4% or $121,257 at 6%; with 100% employer match about $136,414 at 4% or $90,943 at 6%.
2010148$4,138,554$450,986$9,396iApproximate average salary by contribution assumption: employee only about $234,889 at 4% or $156,592 at 6%; with 50% employer match about $156,592 at 4% or $104,395 at 6%; with 100% employer match about $117,444 at 4% or $78,296 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-48$4,138,554$450,986$9,396iApproximate average salary by contribution assumption: employee only about $234,889 at 4% or $156,592 at 6%; with 50% employer match about $156,592 at 4% or $104,395 at 6%; with 100% employer match about $117,444 at 4% or $78,296 at 6%.
2009147$3,530,024$385,696$8,206iApproximate average salary by contribution assumption: employee only about $205,157 at 4% or $136,772 at 6%; with 50% employer match about $136,772 at 4% or $91,181 at 6%; with 100% employer match about $102,579 at 4% or $68,386 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-47$3,530,024$385,696$8,206iApproximate average salary by contribution assumption: employee only about $205,157 at 4% or $136,772 at 6%; with 50% employer match about $136,772 at 4% or $91,181 at 6%; with 100% employer match about $102,579 at 4% or $68,386 at 6%.
2008141$2,783,967$574,085$14,002iApproximate average salary by contribution assumption: employee only about $350,052 at 4% or $233,368 at 6%; with 50% employer match about $233,368 at 4% or $155,579 at 6%; with 100% employer match about $175,026 at 4% or $116,684 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-41$2,783,967$574,085$14,002iApproximate average salary by contribution assumption: employee only about $350,052 at 4% or $233,368 at 6%; with 50% employer match about $233,368 at 4% or $155,579 at 6%; with 100% employer match about $175,026 at 4% or $116,684 at 6%.
2007148$0$0-
Phillip Townsend Associates Inc. 401K Retirement Plan-48---
2006144$3,682,624$491,169$11,163iApproximate average salary by contribution assumption: employee only about $279,073 at 4% or $186,049 at 6%; with 50% employer match about $186,049 at 4% or $124,033 at 6%; with 100% employer match about $139,537 at 4% or $93,024 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-44$3,682,624$491,169$11,163iApproximate average salary by contribution assumption: employee only about $279,073 at 4% or $186,049 at 6%; with 50% employer match about $186,049 at 4% or $124,033 at 6%; with 100% employer match about $139,537 at 4% or $93,024 at 6%.
2005144$3,134,462$441,082$10,025iApproximate average salary by contribution assumption: employee only about $250,615 at 4% or $167,077 at 6%; with 50% employer match about $167,077 at 4% or $111,384 at 6%; with 100% employer match about $125,307 at 4% or $83,538 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-44$3,134,462$441,082$10,025iApproximate average salary by contribution assumption: employee only about $250,615 at 4% or $167,077 at 6%; with 50% employer match about $167,077 at 4% or $111,384 at 6%; with 100% employer match about $125,307 at 4% or $83,538 at 6%.
2004142$3,201,862$460,679$10,969iApproximate average salary by contribution assumption: employee only about $274,214 at 4% or $182,809 at 6%; with 50% employer match about $182,809 at 4% or $121,873 at 6%; with 100% employer match about $137,107 at 4% or $91,405 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-42$3,201,862$460,679$10,969iApproximate average salary by contribution assumption: employee only about $274,214 at 4% or $182,809 at 6%; with 50% employer match about $182,809 at 4% or $121,873 at 6%; with 100% employer match about $137,107 at 4% or $91,405 at 6%.
2003154$2,602,530$396,235$7,338iApproximate average salary by contribution assumption: employee only about $183,442 at 4% or $122,295 at 6%; with 50% employer match about $122,295 at 4% or $81,530 at 6%; with 100% employer match about $91,721 at 4% or $61,147 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-54$2,602,530$396,235$7,338iApproximate average salary by contribution assumption: employee only about $183,442 at 4% or $122,295 at 6%; with 50% employer match about $122,295 at 4% or $81,530 at 6%; with 100% employer match about $91,721 at 4% or $61,147 at 6%.
2002155$2,179,712$370,132$6,730iApproximate average salary by contribution assumption: employee only about $168,242 at 4% or $112,161 at 6%; with 50% employer match about $112,161 at 4% or $74,774 at 6%; with 100% employer match about $84,121 at 4% or $56,081 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-55$2,179,712$370,132$6,730iApproximate average salary by contribution assumption: employee only about $168,242 at 4% or $112,161 at 6%; with 50% employer match about $112,161 at 4% or $74,774 at 6%; with 100% employer match about $84,121 at 4% or $56,081 at 6%.
2001162$0$0-
Phillip Townsend Associates Inc. 401K Retirement Plan-62---
2000135$2,086,368$261,184$7,462iApproximate average salary by contribution assumption: employee only about $186,560 at 4% or $124,373 at 6%; with 50% employer match about $124,373 at 4% or $82,916 at 6%; with 100% employer match about $93,280 at 4% or $62,187 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-35$2,086,368$261,184$7,462iApproximate average salary by contribution assumption: employee only about $186,560 at 4% or $124,373 at 6%; with 50% employer match about $124,373 at 4% or $82,916 at 6%; with 100% employer match about $93,280 at 4% or $62,187 at 6%.
1999156$2,728,828$277,617$4,957iApproximate average salary by contribution assumption: employee only about $123,936 at 4% or $82,624 at 6%; with 50% employer match about $82,624 at 4% or $55,083 at 6%; with 100% employer match about $61,968 at 4% or $41,312 at 6%.
Phillip Townsend Associates Inc. 401K Retirement Plan-56$2,728,828$277,617$4,957iApproximate average salary by contribution assumption: employee only about $123,936 at 4% or $82,624 at 6%; with 50% employer match about $82,624 at 4% or $55,083 at 6%; with 100% employer match about $61,968 at 4% or $41,312 at 6%.