THE POWELL FOUNDATION
Plan context: THE POWELL FOUNDATION 401(K) PLAN
EIN 74-6104592 • Houston, TX • 8 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$690,116
2024 Contributions
$153,308
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $690,116 | $153,308 | $17,034iApproximate average salary by contribution assumption: employee only about $425,856 at 4% or $283,904 at 6%; with 50% employer match about $283,904 at 4% or $189,269 at 6%; with 100% employer match about $212,928 at 4% or $141,952 at 6%. |
| THE POWELL FOUNDATION 401(K) PLAN | - | 9 | $690,116 | $153,308 | $17,034iApproximate average salary by contribution assumption: employee only about $425,856 at 4% or $283,904 at 6%; with 50% employer match about $283,904 at 4% or $189,269 at 6%; with 100% employer match about $212,928 at 4% or $141,952 at 6%. |
| 2023 | 1 | 9 | $446,451 | $106,115 | $11,791iApproximate average salary by contribution assumption: employee only about $294,764 at 4% or $196,509 at 6%; with 50% employer match about $196,509 at 4% or $131,006 at 6%; with 100% employer match about $147,382 at 4% or $98,255 at 6%. |
| THE POWELL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $446,451 | $106,115 | $11,791iApproximate average salary by contribution assumption: employee only about $294,764 at 4% or $196,509 at 6%; with 50% employer match about $196,509 at 4% or $131,006 at 6%; with 100% employer match about $147,382 at 4% or $98,255 at 6%. |
| 2022 | 1 | 9 | $393,322 | $89,154 | $9,906iApproximate average salary by contribution assumption: employee only about $247,650 at 4% or $165,100 at 6%; with 50% employer match about $165,100 at 4% or $110,067 at 6%; with 100% employer match about $123,825 at 4% or $82,550 at 6%. |
| THE POWELL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $393,322 | $89,154 | $9,906iApproximate average salary by contribution assumption: employee only about $247,650 at 4% or $165,100 at 6%; with 50% employer match about $165,100 at 4% or $110,067 at 6%; with 100% employer match about $123,825 at 4% or $82,550 at 6%. |
| 2021 | 1 | 8 | $373,559 | $78,226 | $9,778iApproximate average salary by contribution assumption: employee only about $244,456 at 4% or $162,971 at 6%; with 50% employer match about $162,971 at 4% or $108,647 at 6%; with 100% employer match about $122,228 at 4% or $81,485 at 6%. |
| THE POWELL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $373,559 | $78,226 | $9,778iApproximate average salary by contribution assumption: employee only about $244,456 at 4% or $162,971 at 6%; with 50% employer match about $162,971 at 4% or $108,647 at 6%; with 100% employer match about $122,228 at 4% or $81,485 at 6%. |
| 2020 | 1 | 6 | $402,636 | $100,911 | $16,819iApproximate average salary by contribution assumption: employee only about $420,463 at 4% or $280,308 at 6%; with 50% employer match about $280,308 at 4% or $186,872 at 6%; with 100% employer match about $210,231 at 4% or $140,154 at 6%. |
| THE POWELL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $402,636 | $100,911 | $16,819iApproximate average salary by contribution assumption: employee only about $420,463 at 4% or $280,308 at 6%; with 50% employer match about $280,308 at 4% or $186,872 at 6%; with 100% employer match about $210,231 at 4% or $140,154 at 6%. |
| 2019 | 1 | 6 | $239,366 | $95,731 | $15,955iApproximate average salary by contribution assumption: employee only about $398,879 at 4% or $265,919 at 6%; with 50% employer match about $265,919 at 4% or $177,280 at 6%; with 100% employer match about $199,440 at 4% or $132,960 at 6%. |
| THE POWELL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $239,366 | $95,731 | $15,955iApproximate average salary by contribution assumption: employee only about $398,879 at 4% or $265,919 at 6%; with 50% employer match about $265,919 at 4% or $177,280 at 6%; with 100% employer match about $199,440 at 4% or $132,960 at 6%. |
| 2018 | 1 | 5 | $107,552 | $84,847 | $16,969iApproximate average salary by contribution assumption: employee only about $424,235 at 4% or $282,823 at 6%; with 50% employer match about $282,823 at 4% or $188,549 at 6%; with 100% employer match about $212,118 at 4% or $141,412 at 6%. |
| THE POWELL FOUNDATION 401 K PROFIT SHARING PLAN TRUST | - | 5 | $107,552 | $84,847 | $16,969iApproximate average salary by contribution assumption: employee only about $424,235 at 4% or $282,823 at 6%; with 50% employer match about $282,823 at 4% or $188,549 at 6%; with 100% employer match about $212,118 at 4% or $141,412 at 6%. |
| 2017 | 1 | 3 | $42,920 | $39,714 | $13,238iApproximate average salary by contribution assumption: employee only about $330,950 at 4% or $220,633 at 6%; with 50% employer match about $220,633 at 4% or $147,089 at 6%; with 100% employer match about $165,475 at 4% or $110,317 at 6%. |
| THE POWELL FOUNDATION 401 K PROFIT SHARING PLAN TRUST | - | 3 | $42,920 | $39,714 | $13,238iApproximate average salary by contribution assumption: employee only about $330,950 at 4% or $220,633 at 6%; with 50% employer match about $220,633 at 4% or $147,089 at 6%; with 100% employer match about $165,475 at 4% or $110,317 at 6%. |