Civic Intelligence

Van Pearcy Financial Services

Plan context: Van Pearcy Financial Services 401K Plan

EIN 74-3014987 • Midland, TX • 28 filings • 2 plans

2020 W. CuthbertMidland, TX 79701
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$4,358,008

2024 Contributions

$626,834

Historical Graphs

Total Assets Over Time

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

$4,956,747$2,478,374$0200220142024YearValue
$4,358,008Latest year 2024

Participants Over Time

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

19100200120132024YearValue
18Latest 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
2024118$4,358,008$626,834$34,824iApproximate average salary by contribution assumption: employee only about $870,603 at 4% or $580,402 at 6%; with 50% employer match about $580,402 at 4% or $386,935 at 6%; with 100% employer match about $435,301 at 4% or $290,201 at 6%.
Van Pearcy Financial Services 401K Plan-18$4,358,008$626,834$34,824iApproximate average salary by contribution assumption: employee only about $870,603 at 4% or $580,402 at 6%; with 50% employer match about $580,402 at 4% or $386,935 at 6%; with 100% employer match about $435,301 at 4% or $290,201 at 6%.
2023119$4,222,722$541,900$28,521iApproximate average salary by contribution assumption: employee only about $713,026 at 4% or $475,351 at 6%; with 50% employer match about $475,351 at 4% or $316,901 at 6%; with 100% employer match about $356,513 at 4% or $237,675 at 6%.
Van Pearcy Financial Services 401K Plan-19$4,222,722$541,900$28,521iApproximate average salary by contribution assumption: employee only about $713,026 at 4% or $475,351 at 6%; with 50% employer match about $475,351 at 4% or $316,901 at 6%; with 100% employer match about $356,513 at 4% or $237,675 at 6%.
2022117$3,481,573$510,104$30,006iApproximate average salary by contribution assumption: employee only about $750,153 at 4% or $500,102 at 6%; with 50% employer match about $500,102 at 4% or $333,401 at 6%; with 100% employer match about $375,076 at 4% or $250,051 at 6%.
Van Pearcy Financial Services 401K Plan-17$3,481,573$510,104$30,006iApproximate average salary by contribution assumption: employee only about $750,153 at 4% or $500,102 at 6%; with 50% employer match about $500,102 at 4% or $333,401 at 6%; with 100% employer match about $375,076 at 4% or $250,051 at 6%.
2021117$3,946,991$508,498$29,912iApproximate average salary by contribution assumption: employee only about $747,791 at 4% or $498,527 at 6%; with 50% employer match about $498,527 at 4% or $332,352 at 6%; with 100% employer match about $373,896 at 4% or $249,264 at 6%.
Van Pearcy Financial Services 401K Plan-17$3,946,991$508,498$29,912iApproximate average salary by contribution assumption: employee only about $747,791 at 4% or $498,527 at 6%; with 50% employer match about $498,527 at 4% or $332,352 at 6%; with 100% employer match about $373,896 at 4% or $249,264 at 6%.
2020117$4,956,747$518,836$30,520iApproximate average salary by contribution assumption: employee only about $762,994 at 4% or $508,663 at 6%; with 50% employer match about $508,663 at 4% or $339,108 at 6%; with 100% employer match about $381,497 at 4% or $254,331 at 6%.
Van Pearcy Financial Services 401K Plan-17$4,956,747$518,836$30,520iApproximate average salary by contribution assumption: employee only about $762,994 at 4% or $508,663 at 6%; with 50% employer match about $508,663 at 4% or $339,108 at 6%; with 100% employer match about $381,497 at 4% or $254,331 at 6%.
2019116$3,762,376$483,392$30,212iApproximate average salary by contribution assumption: employee only about $755,300 at 4% or $503,533 at 6%; with 50% employer match about $503,533 at 4% or $335,689 at 6%; with 100% employer match about $377,650 at 4% or $251,767 at 6%.
Van Pearcy Financial Services 401K Plan-16$3,762,376$483,392$30,212iApproximate average salary by contribution assumption: employee only about $755,300 at 4% or $503,533 at 6%; with 50% employer match about $503,533 at 4% or $335,689 at 6%; with 100% employer match about $377,650 at 4% or $251,767 at 6%.
2018115$2,723,775$453,826$30,255iApproximate average salary by contribution assumption: employee only about $756,377 at 4% or $504,251 at 6%; with 50% employer match about $504,251 at 4% or $336,167 at 6%; with 100% employer match about $378,188 at 4% or $252,126 at 6%.
Van Pearcy Financial Services 401K Plan-15$2,723,775$453,826$30,255iApproximate average salary by contribution assumption: employee only about $756,377 at 4% or $504,251 at 6%; with 50% employer match about $504,251 at 4% or $336,167 at 6%; with 100% employer match about $378,188 at 4% or $252,126 at 6%.
2017113$2,478,661$398,240$30,634iApproximate average salary by contribution assumption: employee only about $765,846 at 4% or $510,564 at 6%; with 50% employer match about $510,564 at 4% or $340,376 at 6%; with 100% employer match about $382,923 at 4% or $255,282 at 6%.
Van Pearcy Financial Services 401K Plan-13$2,478,661$398,240$30,634iApproximate average salary by contribution assumption: employee only about $765,846 at 4% or $510,564 at 6%; with 50% employer match about $510,564 at 4% or $340,376 at 6%; with 100% employer match about $382,923 at 4% or $255,282 at 6%.
2016111$1,780,446$335,480$30,498iApproximate average salary by contribution assumption: employee only about $762,455 at 4% or $508,303 at 6%; with 50% employer match about $508,303 at 4% or $338,869 at 6%; with 100% employer match about $381,227 at 4% or $254,152 at 6%.
Van Pearcy Financial Services 401K Plan-11$1,780,446$335,480$30,498iApproximate average salary by contribution assumption: employee only about $762,455 at 4% or $508,303 at 6%; with 50% employer match about $508,303 at 4% or $338,869 at 6%; with 100% employer match about $381,227 at 4% or $254,152 at 6%.
2015111$1,464,455$332,763$30,251iApproximate average salary by contribution assumption: employee only about $756,280 at 4% or $504,186 at 6%; with 50% employer match about $504,186 at 4% or $336,124 at 6%; with 100% employer match about $378,140 at 4% or $252,093 at 6%.
Van Pearcy Financial Services 401K Plan-11$1,464,455$332,763$30,251iApproximate average salary by contribution assumption: employee only about $756,280 at 4% or $504,186 at 6%; with 50% employer match about $504,186 at 4% or $336,124 at 6%; with 100% employer match about $378,140 at 4% or $252,093 at 6%.
2014110$1,191,975$282,036$28,204iApproximate average salary by contribution assumption: employee only about $705,090 at 4% or $470,060 at 6%; with 50% employer match about $470,060 at 4% or $313,373 at 6%; with 100% employer match about $352,545 at 4% or $235,030 at 6%.
Van Pearcy Financial Services 401K Plan-10$1,191,975$282,036$28,204iApproximate average salary by contribution assumption: employee only about $705,090 at 4% or $470,060 at 6%; with 50% employer match about $470,060 at 4% or $313,373 at 6%; with 100% employer match about $352,545 at 4% or $235,030 at 6%.
201319$892,020$291,244$32,360iApproximate average salary by contribution assumption: employee only about $809,011 at 4% or $539,341 at 6%; with 50% employer match about $539,341 at 4% or $359,560 at 6%; with 100% employer match about $404,506 at 4% or $269,670 at 6%.
Van Pearcy Financial Services 401K Plan-9$892,020$291,244$32,360iApproximate average salary by contribution assumption: employee only about $809,011 at 4% or $539,341 at 6%; with 50% employer match about $539,341 at 4% or $359,560 at 6%; with 100% employer match about $404,506 at 4% or $269,670 at 6%.
2012110$597,870$172,463$17,246iApproximate average salary by contribution assumption: employee only about $431,158 at 4% or $287,438 at 6%; with 50% employer match about $287,438 at 4% or $191,626 at 6%; with 100% employer match about $215,579 at 4% or $143,719 at 6%.
Van Pearcy Financial Services 401K Plan-10$597,870$172,463$17,246iApproximate average salary by contribution assumption: employee only about $431,158 at 4% or $287,438 at 6%; with 50% employer match about $287,438 at 4% or $191,626 at 6%; with 100% employer match about $215,579 at 4% or $143,719 at 6%.
2011110$394,859$145,331$14,533iApproximate average salary by contribution assumption: employee only about $363,328 at 4% or $242,218 at 6%; with 50% employer match about $242,218 at 4% or $161,479 at 6%; with 100% employer match about $181,664 at 4% or $121,109 at 6%.
Van Pearcy Financial Services 401K Plan-10$394,859$145,331$14,533iApproximate average salary by contribution assumption: employee only about $363,328 at 4% or $242,218 at 6%; with 50% employer match about $242,218 at 4% or $161,479 at 6%; with 100% employer match about $181,664 at 4% or $121,109 at 6%.
2010210$293,669$132,583$13,258iApproximate average salary by contribution assumption: employee only about $331,458 at 4% or $220,972 at 6%; with 50% employer match about $220,972 at 4% or $147,314 at 6%; with 100% employer match about $165,729 at 4% or $110,486 at 6%.
Van Pearcy Financial Services 401K Plan-10$293,669$132,583$13,258iApproximate average salary by contribution assumption: employee only about $331,458 at 4% or $220,972 at 6%; with 50% employer match about $220,972 at 4% or $147,314 at 6%; with 100% employer match about $165,729 at 4% or $110,486 at 6%.
VAN PEARCY FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-0$0--
200916$153,496$56,178$9,363iApproximate average salary by contribution assumption: employee only about $234,075 at 4% or $156,050 at 6%; with 50% employer match about $156,050 at 4% or $104,033 at 6%; with 100% employer match about $117,038 at 4% or $78,025 at 6%.
Van Pearcy Financial Services 401K Plan-6$153,496$56,178$9,363iApproximate average salary by contribution assumption: employee only about $234,075 at 4% or $156,050 at 6%; with 50% employer match about $156,050 at 4% or $104,033 at 6%; with 100% employer match about $117,038 at 4% or $78,025 at 6%.
200826$1,169,165$429,231$71,539iApproximate average salary by contribution assumption: employee only about $1,788,463 at 4% or $1,192,308 at 6%; with 50% employer match about $1,192,308 at 4% or $794,872 at 6%; with 100% employer match about $894,231 at 4% or $596,154 at 6%.
VAN PEARCY FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-4$1,038,509$374,000$93,500iApproximate average salary by contribution assumption: employee only about $2,337,500 at 4% or $1,558,333 at 6%; with 50% employer match about $1,558,333 at 4% or $1,038,889 at 6%; with 100% employer match about $1,168,750 at 4% or $779,167 at 6%.
Van Pearcy Financial Services 401K Plan-6$130,656$55,231$9,205iApproximate average salary by contribution assumption: employee only about $230,129 at 4% or $153,419 at 6%; with 50% employer match about $153,419 at 4% or $102,280 at 6%; with 100% employer match about $115,065 at 4% or $76,710 at 6%.
200727$0$0-
VAN PEARCY FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-5---
Van Pearcy Financial Services 401K Plan-7---
200627$1,000,272$250,295$35,756iApproximate average salary by contribution assumption: employee only about $893,911 at 4% or $595,940 at 6%; with 50% employer match about $595,940 at 4% or $397,294 at 6%; with 100% employer match about $446,955 at 4% or $297,970 at 6%.
VAN PEARCY FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-4$935,067$195,000$48,750iApproximate average salary by contribution assumption: employee only about $1,218,750 at 4% or $812,500 at 6%; with 50% employer match about $812,500 at 4% or $541,667 at 6%; with 100% employer match about $609,375 at 4% or $406,250 at 6%.
Van Pearcy Financial Services 401K Plan-7$65,205$55,295$7,899iApproximate average salary by contribution assumption: employee only about $197,482 at 4% or $131,655 at 6%; with 50% employer match about $131,655 at 4% or $87,770 at 6%; with 100% employer match about $98,741 at 4% or $65,827 at 6%.
200514$627,627$132,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
VAN PEARCY FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-4$627,627$132,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
200414$429,379$115,000$28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%.
VAN PEARCY FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-4$429,379$115,000$28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%.
200313$260,254$80,035$26,678iApproximate average salary by contribution assumption: employee only about $666,958 at 4% or $444,639 at 6%; with 50% employer match about $444,639 at 4% or $296,426 at 6%; with 100% employer match about $333,479 at 4% or $222,319 at 6%.
VAN PEARCY FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-3$260,254$80,035$26,678iApproximate average salary by contribution assumption: employee only about $666,958 at 4% or $444,639 at 6%; with 50% employer match about $444,639 at 4% or $296,426 at 6%; with 100% employer match about $333,479 at 4% or $222,319 at 6%.
200213$128,491$79,029$26,343iApproximate average salary by contribution assumption: employee only about $658,575 at 4% or $439,050 at 6%; with 50% employer match about $439,050 at 4% or $292,700 at 6%; with 100% employer match about $329,288 at 4% or $219,525 at 6%.
VAN PEARCY FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-3$128,491$79,029$26,343iApproximate average salary by contribution assumption: employee only about $658,575 at 4% or $439,050 at 6%; with 50% employer match about $439,050 at 4% or $292,700 at 6%; with 100% employer match about $329,288 at 4% or $219,525 at 6%.
200114$0$0-
VAN PEARCY FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-4---