Civic Intelligence

The George Foundation

Plan context: The George Foundation Retirement Plan

EIN 74-6043368 • Richmond, TX • 53 filings • 3 plans

310 Morton Street, Suite CRichmond, TX 77469-3119
Current Snapshot

Latest Year

2025

2025 Participants

25

2025 Assets

$5,651,138

2025 Contributions

$158,252

Historical Graphs

Total Assets Over Time

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

$8,934,601$4,467,301$0199920132025YearValue
$5,651,138Latest year 2025

Participants Over Time

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

25130199920122025YearValue
25Latest 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
2025125$5,651,138$158,252$6,330iApproximate average salary by contribution assumption: employee only about $158,252 at 4% or $105,501 at 6%; with 50% employer match about $105,501 at 4% or $70,334 at 6%; with 100% employer match about $79,126 at 4% or $52,751 at 6%.
The George Foundation Retirement Plan-25$5,651,138$158,252$6,330iApproximate average salary by contribution assumption: employee only about $158,252 at 4% or $105,501 at 6%; with 50% employer match about $105,501 at 4% or $70,334 at 6%; with 100% employer match about $79,126 at 4% or $52,751 at 6%.
2024223$8,934,601$507,656$22,072iApproximate average salary by contribution assumption: employee only about $551,800 at 4% or $367,867 at 6%; with 50% employer match about $367,867 at 4% or $245,244 at 6%; with 100% employer match about $275,900 at 4% or $183,933 at 6%.
The George Foundation Retirement Plan-23$4,972,058$320,509$13,935iApproximate average salary by contribution assumption: employee only about $348,379 at 4% or $232,253 at 6%; with 50% employer match about $232,253 at 4% or $154,835 at 6%; with 100% employer match about $174,190 at 4% or $116,126 at 6%.
The George Foundation 401K Plan-18$3,962,543$187,147$10,397iApproximate average salary by contribution assumption: employee only about $259,926 at 4% or $173,284 at 6%; with 50% employer match about $173,284 at 4% or $115,523 at 6%; with 100% employer match about $129,963 at 4% or $86,642 at 6%.
2023224$7,709,657$482,057$20,086iApproximate average salary by contribution assumption: employee only about $502,143 at 4% or $334,762 at 6%; with 50% employer match about $334,762 at 4% or $223,175 at 6%; with 100% employer match about $251,071 at 4% or $167,381 at 6%.
The George Foundation Retirement Plan-24$4,462,044$298,840$12,452iApproximate average salary by contribution assumption: employee only about $311,292 at 4% or $207,528 at 6%; with 50% employer match about $207,528 at 4% or $138,352 at 6%; with 100% employer match about $155,646 at 4% or $103,764 at 6%.
The George Foundation 401K Plan-17$3,247,613$183,217$10,777iApproximate average salary by contribution assumption: employee only about $269,437 at 4% or $179,625 at 6%; with 50% employer match about $179,625 at 4% or $119,750 at 6%; with 100% employer match about $134,718 at 4% or $89,812 at 6%.
2022225$6,364,016$406,298$16,252iApproximate average salary by contribution assumption: employee only about $406,298 at 4% or $270,865 at 6%; with 50% employer match about $270,865 at 4% or $180,577 at 6%; with 100% employer match about $203,149 at 4% or $135,433 at 6%.
The George Foundation Retirement Plan-25$3,876,291$228,000$9,120iApproximate average salary by contribution assumption: employee only about $228,000 at 4% or $152,000 at 6%; with 50% employer match about $152,000 at 4% or $101,333 at 6%; with 100% employer match about $114,000 at 4% or $76,000 at 6%.
The George Foundation 401K Plan-17$2,487,725$178,298$10,488iApproximate average salary by contribution assumption: employee only about $262,203 at 4% or $174,802 at 6%; with 50% employer match about $174,802 at 4% or $116,535 at 6%; with 100% employer match about $131,101 at 4% or $87,401 at 6%.
2021224$7,536,284$391,706$16,321iApproximate average salary by contribution assumption: employee only about $408,027 at 4% or $272,018 at 6%; with 50% employer match about $272,018 at 4% or $181,345 at 6%; with 100% employer match about $204,014 at 4% or $136,009 at 6%.
The George Foundation Retirement Plan-24$4,581,116$235,078$9,795iApproximate average salary by contribution assumption: employee only about $244,873 at 4% or $163,249 at 6%; with 50% employer match about $163,249 at 4% or $108,832 at 6%; with 100% employer match about $122,436 at 4% or $81,624 at 6%.
The George Foundation 401K Plan-17$2,955,168$156,628$9,213iApproximate average salary by contribution assumption: employee only about $230,335 at 4% or $153,557 at 6%; with 50% employer match about $153,557 at 4% or $102,371 at 6%; with 100% employer match about $115,168 at 4% or $76,778 at 6%.
2020223$6,590,190$476,207$20,705iApproximate average salary by contribution assumption: employee only about $517,616 at 4% or $345,078 at 6%; with 50% employer match about $345,078 at 4% or $230,052 at 6%; with 100% employer match about $258,808 at 4% or $172,539 at 6%.
The George Foundation Retirement Plan-23$4,164,524$340,000$14,783iApproximate average salary by contribution assumption: employee only about $369,565 at 4% or $246,377 at 6%; with 50% employer match about $246,377 at 4% or $164,251 at 6%; with 100% employer match about $184,783 at 4% or $123,188 at 6%.
The George Foundation 401K Plan-16$2,425,666$136,207$8,513iApproximate average salary by contribution assumption: employee only about $212,823 at 4% or $141,882 at 6%; with 50% employer match about $141,882 at 4% or $94,588 at 6%; with 100% employer match about $106,412 at 4% or $70,941 at 6%.
2019220$5,594,866$302,588$15,129iApproximate average salary by contribution assumption: employee only about $378,235 at 4% or $252,157 at 6%; with 50% employer match about $252,157 at 4% or $168,104 at 6%; with 100% employer match about $189,118 at 4% or $126,078 at 6%.
The George Foundation Retirement Plan-20$3,584,058$176,283$8,814iApproximate average salary by contribution assumption: employee only about $220,354 at 4% or $146,903 at 6%; with 50% employer match about $146,903 at 4% or $97,935 at 6%; with 100% employer match about $110,177 at 4% or $73,451 at 6%.
The George Foundation 401K Plan-14$2,010,808$126,305$9,022iApproximate average salary by contribution assumption: employee only about $225,545 at 4% or $150,363 at 6%; with 50% employer match about $150,363 at 4% or $100,242 at 6%; with 100% employer match about $112,772 at 4% or $75,182 at 6%.
2018220$4,599,424$263,559$13,178iApproximate average salary by contribution assumption: employee only about $329,449 at 4% or $219,633 at 6%; with 50% employer match about $219,633 at 4% or $146,422 at 6%; with 100% employer match about $164,724 at 4% or $109,816 at 6%.
The George Foundation Retirement Plan-20$3,056,069$144,676$7,234iApproximate average salary by contribution assumption: employee only about $180,845 at 4% or $120,563 at 6%; with 50% employer match about $120,563 at 4% or $80,376 at 6%; with 100% employer match about $90,423 at 4% or $60,282 at 6%.
The George Foundation 401K Plan-14$1,543,355$118,883$8,492iApproximate average salary by contribution assumption: employee only about $212,291 at 4% or $141,527 at 6%; with 50% employer match about $141,527 at 4% or $94,352 at 6%; with 100% employer match about $106,146 at 4% or $70,764 at 6%.
2017220$5,360,905$214,067$10,703iApproximate average salary by contribution assumption: employee only about $267,584 at 4% or $178,389 at 6%; with 50% employer match about $178,389 at 4% or $118,926 at 6%; with 100% employer match about $133,792 at 4% or $89,195 at 6%.
The George Foundation Retirement Plan-20$3,253,796$100,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
The George Foundation 401K Plan-14$2,107,109$114,067$8,148iApproximate average salary by contribution assumption: employee only about $203,691 at 4% or $135,794 at 6%; with 50% employer match about $135,794 at 4% or $90,529 at 6%; with 100% employer match about $101,846 at 4% or $67,897 at 6%.
2016219$4,705,431$199,957$10,524iApproximate average salary by contribution assumption: employee only about $263,101 at 4% or $175,401 at 6%; with 50% employer match about $175,401 at 4% or $116,934 at 6%; with 100% employer match about $131,551 at 4% or $87,700 at 6%.
The George Foundation Retirement Plan-19$2,991,244$70,000$3,684iApproximate average salary by contribution assumption: employee only about $92,105 at 4% or $61,404 at 6%; with 50% employer match about $61,404 at 4% or $40,936 at 6%; with 100% employer match about $46,053 at 4% or $30,702 at 6%.
The George Foundation 401K Plan-14$1,714,187$129,957$9,283iApproximate average salary by contribution assumption: employee only about $232,066 at 4% or $154,711 at 6%; with 50% employer match about $154,711 at 4% or $103,140 at 6%; with 100% employer match about $116,033 at 4% or $77,355 at 6%.
2015219$4,432,279$172,005$9,053iApproximate average salary by contribution assumption: employee only about $226,322 at 4% or $150,882 at 6%; with 50% employer match about $150,882 at 4% or $100,588 at 6%; with 100% employer match about $113,161 at 4% or $75,441 at 6%.
The George Foundation Retirement Plan-19$2,898,176$67,000$3,526iApproximate average salary by contribution assumption: employee only about $88,158 at 4% or $58,772 at 6%; with 50% employer match about $58,772 at 4% or $39,181 at 6%; with 100% employer match about $44,079 at 4% or $29,386 at 6%.
The George Foundation 401K Plan-15$1,534,103$105,005$7,000iApproximate average salary by contribution assumption: employee only about $175,008 at 4% or $116,672 at 6%; with 50% employer match about $116,672 at 4% or $77,781 at 6%; with 100% employer match about $87,504 at 4% or $58,336 at 6%.
2014218$4,414,264$213,468$11,859iApproximate average salary by contribution assumption: employee only about $296,483 at 4% or $197,656 at 6%; with 50% employer match about $197,656 at 4% or $131,770 at 6%; with 100% employer match about $148,242 at 4% or $98,828 at 6%.
The George Foundation Retirement Plan-18$2,987,019$110,176$6,121iApproximate average salary by contribution assumption: employee only about $153,022 at 4% or $102,015 at 6%; with 50% employer match about $102,015 at 4% or $68,010 at 6%; with 100% employer match about $76,511 at 4% or $51,007 at 6%.
The George Foundation 401K Plan-16$1,427,245$103,292$6,456iApproximate average salary by contribution assumption: employee only about $161,394 at 4% or $107,596 at 6%; with 50% employer match about $107,596 at 4% or $71,731 at 6%; with 100% employer match about $80,697 at 4% or $53,798 at 6%.
2013217$4,338,659$221,772$13,045iApproximate average salary by contribution assumption: employee only about $326,135 at 4% or $217,424 at 6%; with 50% employer match about $217,424 at 4% or $144,949 at 6%; with 100% employer match about $163,068 at 4% or $108,712 at 6%.
The George Foundation Retirement Plan-17$3,083,333$114,552$6,738iApproximate average salary by contribution assumption: employee only about $168,459 at 4% or $112,306 at 6%; with 50% employer match about $112,306 at 4% or $74,871 at 6%; with 100% employer match about $84,229 at 4% or $56,153 at 6%.
The George Foundation 401K Plan-15$1,255,326$107,220$7,148iApproximate average salary by contribution assumption: employee only about $178,700 at 4% or $119,133 at 6%; with 50% employer match about $119,133 at 4% or $79,422 at 6%; with 100% employer match about $89,350 at 4% or $59,567 at 6%.
2012220$4,204,109$267,130$13,357iApproximate average salary by contribution assumption: employee only about $333,913 at 4% or $222,608 at 6%; with 50% employer match about $222,608 at 4% or $148,406 at 6%; with 100% employer match about $166,956 at 4% or $111,304 at 6%.
The George Foundation Retirement Plan-20$2,801,220$152,593$7,630iApproximate average salary by contribution assumption: employee only about $190,741 at 4% or $127,161 at 6%; with 50% employer match about $127,161 at 4% or $84,774 at 6%; with 100% employer match about $95,371 at 4% or $63,580 at 6%.
The George Foundation 401K Plan-17$1,402,889$114,537$6,737iApproximate average salary by contribution assumption: employee only about $168,437 at 4% or $112,291 at 6%; with 50% employer match about $112,291 at 4% or $74,861 at 6%; with 100% employer match about $84,218 at 4% or $56,146 at 6%.
2011220$3,596,481$215,345$10,767iApproximate average salary by contribution assumption: employee only about $269,181 at 4% or $179,454 at 6%; with 50% employer match about $179,454 at 4% or $119,636 at 6%; with 100% employer match about $134,591 at 4% or $89,727 at 6%.
The George Foundation Retirement Plan-20$2,429,438$97,813$4,891iApproximate average salary by contribution assumption: employee only about $122,266 at 4% or $81,511 at 6%; with 50% employer match about $81,511 at 4% or $54,341 at 6%; with 100% employer match about $61,133 at 4% or $40,755 at 6%.
The George Foundation 401K Plan-17$1,167,043$117,532$6,914iApproximate average salary by contribution assumption: employee only about $172,841 at 4% or $115,227 at 6%; with 50% employer match about $115,227 at 4% or $76,818 at 6%; with 100% employer match about $86,421 at 4% or $57,614 at 6%.
2010221$3,637,124$305,841$14,564iApproximate average salary by contribution assumption: employee only about $364,096 at 4% or $242,731 at 6%; with 50% employer match about $242,731 at 4% or $161,821 at 6%; with 100% employer match about $182,048 at 4% or $121,365 at 6%.
The George Foundation Retirement Plan-21$2,381,503$176,742$8,416iApproximate average salary by contribution assumption: employee only about $210,407 at 4% or $140,271 at 6%; with 50% employer match about $140,271 at 4% or $93,514 at 6%; with 100% employer match about $105,204 at 4% or $70,136 at 6%.
The George Foundation 401K Plan-18$1,255,621$129,099$7,172iApproximate average salary by contribution assumption: employee only about $179,304 at 4% or $119,536 at 6%; with 50% employer match about $119,536 at 4% or $79,691 at 6%; with 100% employer match about $89,652 at 4% or $59,768 at 6%.
2009221$3,005,448$142,547$6,788iApproximate average salary by contribution assumption: employee only about $169,699 at 4% or $113,133 at 6%; with 50% employer match about $113,133 at 4% or $75,422 at 6%; with 100% employer match about $84,849 at 4% or $56,566 at 6%.
The George Foundation Retirement Plan-21$1,955,929$21,462$1,022iApproximate average salary by contribution assumption: employee only about $25,550 at 4% or $17,033 at 6%; with 50% employer match about $17,033 at 4% or $11,356 at 6%; with 100% employer match about $12,775 at 4% or $8,517 at 6%.
The George Foundation 401K Plan-18$1,049,519$121,085$6,727iApproximate average salary by contribution assumption: employee only about $168,174 at 4% or $112,116 at 6%; with 50% employer match about $112,116 at 4% or $74,744 at 6%; with 100% employer match about $84,087 at 4% or $56,058 at 6%.
2008216$724,394$108,761$6,798iApproximate average salary by contribution assumption: employee only about $169,939 at 4% or $113,293 at 6%; with 50% employer match about $113,293 at 4% or $75,528 at 6%; with 100% employer match about $84,970 at 4% or $56,646 at 6%.
The George Foundation 401K Plan-16$724,394$108,761$6,798iApproximate average salary by contribution assumption: employee only about $169,939 at 4% or $113,293 at 6%; with 50% employer match about $113,293 at 4% or $75,528 at 6%; with 100% employer match about $84,970 at 4% or $56,646 at 6%.
The George Foundation Retirement Plan-16---
2007217$0$0-
The George Foundation Retirement Plan-17---
The George Foundation 401K Plan-17---
2006218$2,778,472$251,339$13,963iApproximate average salary by contribution assumption: employee only about $349,082 at 4% or $232,721 at 6%; with 50% employer match about $232,721 at 4% or $155,148 at 6%; with 100% employer match about $174,541 at 4% or $116,361 at 6%.
The George Foundation Retirement Plan-18$1,937,917$140,000$7,778iApproximate average salary by contribution assumption: employee only about $194,444 at 4% or $129,630 at 6%; with 50% employer match about $129,630 at 4% or $86,420 at 6%; with 100% employer match about $97,222 at 4% or $64,815 at 6%.
The George Foundation 401K Plan-16$840,555$111,339$6,959iApproximate average salary by contribution assumption: employee only about $173,967 at 4% or $115,978 at 6%; with 50% employer match about $115,978 at 4% or $77,319 at 6%; with 100% employer match about $86,984 at 4% or $57,989 at 6%.
2005216$2,321,584$241,009$15,063iApproximate average salary by contribution assumption: employee only about $376,577 at 4% or $251,051 at 6%; with 50% employer match about $251,051 at 4% or $167,367 at 6%; with 100% employer match about $188,288 at 4% or $125,526 at 6%.
The George Foundation Retirement Plan-14$1,646,356$150,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
The George Foundation 401K Plan-16$675,228$91,009$5,688iApproximate average salary by contribution assumption: employee only about $142,202 at 4% or $94,801 at 6%; with 50% employer match about $94,801 at 4% or $63,201 at 6%; with 100% employer match about $71,101 at 4% or $47,401 at 6%.
2004215$1,998,870$209,098$13,940iApproximate average salary by contribution assumption: employee only about $348,497 at 4% or $232,331 at 6%; with 50% employer match about $232,331 at 4% or $154,887 at 6%; with 100% employer match about $174,248 at 4% or $116,166 at 6%.
The George Foundation Retirement Plan-14$1,435,625$123,000$8,786iApproximate average salary by contribution assumption: employee only about $219,643 at 4% or $146,429 at 6%; with 50% employer match about $146,429 at 4% or $97,619 at 6%; with 100% employer match about $109,821 at 4% or $73,214 at 6%.
The George Foundation 401K Plan-15$563,245$86,098$5,740iApproximate average salary by contribution assumption: employee only about $143,497 at 4% or $95,664 at 6%; with 50% employer match about $95,664 at 4% or $63,776 at 6%; with 100% employer match about $71,748 at 4% or $47,832 at 6%.
2003215$1,663,462$238,792$15,919iApproximate average salary by contribution assumption: employee only about $397,987 at 4% or $265,324 at 6%; with 50% employer match about $265,324 at 4% or $176,883 at 6%; with 100% employer match about $198,993 at 4% or $132,662 at 6%.
The George Foundation Retirement Plan-14$1,228,094$125,000$8,929iApproximate average salary by contribution assumption: employee only about $223,214 at 4% or $148,810 at 6%; with 50% employer match about $148,810 at 4% or $99,206 at 6%; with 100% employer match about $111,607 at 4% or $74,405 at 6%.
The George Foundation 401K Plan-15$435,368$113,792$7,586iApproximate average salary by contribution assumption: employee only about $189,653 at 4% or $126,436 at 6%; with 50% employer match about $126,436 at 4% or $84,290 at 6%; with 100% employer match about $94,827 at 4% or $63,218 at 6%.
2002215$256,349$100,532$6,702iApproximate average salary by contribution assumption: employee only about $167,553 at 4% or $111,702 at 6%; with 50% employer match about $111,702 at 4% or $74,468 at 6%; with 100% employer match about $83,777 at 4% or $55,851 at 6%.
The George Foundation 401K Plan-15$256,349$100,532$6,702iApproximate average salary by contribution assumption: employee only about $167,553 at 4% or $111,702 at 6%; with 50% employer match about $111,702 at 4% or $74,468 at 6%; with 100% employer match about $83,777 at 4% or $55,851 at 6%.
The George Foundation Retirement Plan-15---
2001214$964,086$56,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
The George Foundation Retirement Plan-14$964,086$56,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
The George Foundation 401K Plan-14---
2000213$1,121,360$101,948$7,842iApproximate average salary by contribution assumption: employee only about $196,054 at 4% or $130,703 at 6%; with 50% employer match about $130,703 at 4% or $87,135 at 6%; with 100% employer match about $98,027 at 4% or $65,351 at 6%.
The George Foundation Retirement Plan-12$953,652$40,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
The George Foundation 401K Plan-13$167,708$61,948$4,765iApproximate average salary by contribution assumption: employee only about $119,131 at 4% or $79,421 at 6%; with 50% employer match about $79,421 at 4% or $52,947 at 6%; with 100% employer match about $59,565 at 4% or $39,710 at 6%.
1999213$1,052,571$89,418$6,878iApproximate average salary by contribution assumption: employee only about $171,958 at 4% or $114,638 at 6%; with 50% employer match about $114,638 at 4% or $76,426 at 6%; with 100% employer match about $85,979 at 4% or $57,319 at 6%.
The George Foundation Retirement Plan-12$929,537$30,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
The George Foundation 401K Plan-13$123,034$59,418$4,571iApproximate average salary by contribution assumption: employee only about $114,265 at 4% or $76,177 at 6%; with 50% employer match about $76,177 at 4% or $50,785 at 6%; with 100% employer match about $57,133 at 4% or $38,088 at 6%.