Civic Intelligence

Pauley Financial Services Inc.

Plan context: Pauley Financial Services Inc. 401(K) Plan

EIN 74-2957940 • Conroe, TX • 12 filings • 2 plans

11257 Triple Crown WayConroe, TX 77304
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,914,123

2024 Contributions

$150,007

Historical Graphs

Total Assets Over Time

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

$2,914,123$1,457,062$0201320192024YearValue
$2,914,123Latest year 2024

Participants Over Time

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

840201320192024YearValue
8Latest 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
202418$2,914,123$150,007$18,751iApproximate average salary by contribution assumption: employee only about $468,772 at 4% or $312,515 at 6%; with 50% employer match about $312,515 at 4% or $208,343 at 6%; with 100% employer match about $234,386 at 4% or $156,257 at 6%.
Pauley Financial Services Inc. 401(K) Plan-8$2,914,123$150,007$18,751iApproximate average salary by contribution assumption: employee only about $468,772 at 4% or $312,515 at 6%; with 50% employer match about $312,515 at 4% or $208,343 at 6%; with 100% employer match about $234,386 at 4% or $156,257 at 6%.
202318$2,471,207$142,418$17,802iApproximate average salary by contribution assumption: employee only about $445,056 at 4% or $296,704 at 6%; with 50% employer match about $296,704 at 4% or $197,803 at 6%; with 100% employer match about $222,528 at 4% or $148,352 at 6%.
Pauley Financial Services Inc. 401(K) Plan-8$2,471,207$142,418$17,802iApproximate average salary by contribution assumption: employee only about $445,056 at 4% or $296,704 at 6%; with 50% employer match about $296,704 at 4% or $197,803 at 6%; with 100% employer match about $222,528 at 4% or $148,352 at 6%.
202217$2,037,910$116,084$16,583iApproximate average salary by contribution assumption: employee only about $414,586 at 4% or $276,390 at 6%; with 50% employer match about $276,390 at 4% or $184,260 at 6%; with 100% employer match about $207,293 at 4% or $138,195 at 6%.
Pauley Financial Services Inc. 401(K) Plan-7$2,037,910$116,084$16,583iApproximate average salary by contribution assumption: employee only about $414,586 at 4% or $276,390 at 6%; with 50% employer match about $276,390 at 4% or $184,260 at 6%; with 100% employer match about $207,293 at 4% or $138,195 at 6%.
202116$2,313,813$96,357$16,060iApproximate average salary by contribution assumption: employee only about $401,488 at 4% or $267,658 at 6%; with 50% employer match about $267,658 at 4% or $178,439 at 6%; with 100% employer match about $200,744 at 4% or $133,829 at 6%.
Pauley Financial Services Inc. 401(K) Plan-6$2,313,813$96,357$16,060iApproximate average salary by contribution assumption: employee only about $401,488 at 4% or $267,658 at 6%; with 50% employer match about $267,658 at 4% or $178,439 at 6%; with 100% employer match about $200,744 at 4% or $133,829 at 6%.
202015$2,027,742$169,597$33,919iApproximate average salary by contribution assumption: employee only about $847,985 at 4% or $565,323 at 6%; with 50% employer match about $565,323 at 4% or $376,882 at 6%; with 100% employer match about $423,993 at 4% or $282,662 at 6%.
Pauley Financial Services Inc. 401(K) Plan-5$2,027,742$169,597$33,919iApproximate average salary by contribution assumption: employee only about $847,985 at 4% or $565,323 at 6%; with 50% employer match about $565,323 at 4% or $376,882 at 6%; with 100% employer match about $423,993 at 4% or $282,662 at 6%.
201915$1,635,195$160,139$32,028iApproximate average salary by contribution assumption: employee only about $800,695 at 4% or $533,797 at 6%; with 50% employer match about $533,797 at 4% or $355,864 at 6%; with 100% employer match about $400,348 at 4% or $266,898 at 6%.
Pauley Financial Services Inc. 401(K) Plan-5$1,635,195$160,139$32,028iApproximate average salary by contribution assumption: employee only about $800,695 at 4% or $533,797 at 6%; with 50% employer match about $533,797 at 4% or $355,864 at 6%; with 100% employer match about $400,348 at 4% or $266,898 at 6%.
201814$1,267,828$129,880$32,470iApproximate average salary by contribution assumption: employee only about $811,750 at 4% or $541,167 at 6%; with 50% employer match about $541,167 at 4% or $360,778 at 6%; with 100% employer match about $405,875 at 4% or $270,583 at 6%.
Pauley Financial Services Inc. 401(K) Plan-4$1,267,828$129,880$32,470iApproximate average salary by contribution assumption: employee only about $811,750 at 4% or $541,167 at 6%; with 50% employer match about $541,167 at 4% or $360,778 at 6%; with 100% employer match about $405,875 at 4% or $270,583 at 6%.
201715$1,537,820$166,336$33,267iApproximate average salary by contribution assumption: employee only about $831,680 at 4% or $554,453 at 6%; with 50% employer match about $554,453 at 4% or $369,636 at 6%; with 100% employer match about $415,840 at 4% or $277,227 at 6%.
Pauley Financial Services Inc. 401(K) Plan-5$1,537,820$166,336$33,267iApproximate average salary by contribution assumption: employee only about $831,680 at 4% or $554,453 at 6%; with 50% employer match about $554,453 at 4% or $369,636 at 6%; with 100% employer match about $415,840 at 4% or $277,227 at 6%.
201615$1,222,838$676,957$135,391iApproximate average salary by contribution assumption: employee only about $3,384,785 at 4% or $2,256,523 at 6%; with 50% employer match about $2,256,523 at 4% or $1,504,349 at 6%; with 100% employer match about $1,692,393 at 4% or $1,128,262 at 6%.
Pauley Financial Services Inc. 401(K) Plan-5$1,222,838$676,957$135,391iApproximate average salary by contribution assumption: employee only about $3,384,785 at 4% or $2,256,523 at 6%; with 50% employer match about $2,256,523 at 4% or $1,504,349 at 6%; with 100% employer match about $1,692,393 at 4% or $1,128,262 at 6%.
201513$420,547$130,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
Pauley Financial Services Inc. 401(K) Plan-3$420,547$130,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
201413$306,543$68,295$22,765iApproximate average salary by contribution assumption: employee only about $569,125 at 4% or $379,417 at 6%; with 50% employer match about $379,417 at 4% or $252,944 at 6%; with 100% employer match about $284,563 at 4% or $189,708 at 6%.
Pauley Financial Services Inc. 401(K) Plan-3$306,543$68,295$22,765iApproximate average salary by contribution assumption: employee only about $569,125 at 4% or $379,417 at 6%; with 50% employer match about $379,417 at 4% or $252,944 at 6%; with 100% employer match about $284,563 at 4% or $189,708 at 6%.
201313$151,066$236,956$78,985iApproximate average salary by contribution assumption: employee only about $1,974,633 at 4% or $1,316,422 at 6%; with 50% employer match about $1,316,422 at 4% or $877,615 at 6%; with 100% employer match about $987,317 at 4% or $658,211 at 6%.
Pauley Financial Services Inc. 401(K) Plan-3$151,066$236,956$78,985iApproximate average salary by contribution assumption: employee only about $1,974,633 at 4% or $1,316,422 at 6%; with 50% employer match about $1,316,422 at 4% or $877,615 at 6%; with 100% employer match about $987,317 at 4% or $658,211 at 6%.