Civic Intelligence

Davis-Penn Mortgage Co.

Plan context: Davis-Penn Mortgage Co. 401(K) and Employee Thrift

EIN 75-1459683 • Houston, TX • 29 filings • 9 plans

12600 North Featherwood DriveSuite 450Houston, TX 77034
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$8,019,062

2024 Contributions

$373,579

Historical Graphs

Total Assets Over Time

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

$8,738,056$4,369,028$0199920152024YearValue
$8,019,062Latest year 2024

Participants Over Time

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

22110199920122024YearValue
10Latest 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
2024110$8,019,062$373,579$37,358iApproximate average salary by contribution assumption: employee only about $933,948 at 4% or $622,632 at 6%; with 50% employer match about $622,632 at 4% or $415,088 at 6%; with 100% employer match about $466,974 at 4% or $311,316 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-10$8,019,062$373,579$37,358iApproximate average salary by contribution assumption: employee only about $933,948 at 4% or $622,632 at 6%; with 50% employer match about $622,632 at 4% or $415,088 at 6%; with 100% employer match about $466,974 at 4% or $311,316 at 6%.
2023112$7,750,088$191,817$15,985iApproximate average salary by contribution assumption: employee only about $399,619 at 4% or $266,413 at 6%; with 50% employer match about $266,413 at 4% or $177,608 at 6%; with 100% employer match about $199,809 at 4% or $133,206 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-12$7,750,088$191,817$15,985iApproximate average salary by contribution assumption: employee only about $399,619 at 4% or $266,413 at 6%; with 50% employer match about $266,413 at 4% or $177,608 at 6%; with 100% employer match about $199,809 at 4% or $133,206 at 6%.
2022115$6,925,879$286,667$19,111iApproximate average salary by contribution assumption: employee only about $477,778 at 4% or $318,519 at 6%; with 50% employer match about $318,519 at 4% or $212,346 at 6%; with 100% employer match about $238,889 at 4% or $159,259 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-15$6,925,879$286,667$19,111iApproximate average salary by contribution assumption: employee only about $477,778 at 4% or $318,519 at 6%; with 50% employer match about $318,519 at 4% or $212,346 at 6%; with 100% employer match about $238,889 at 4% or $159,259 at 6%.
2021113$8,738,056$272,998$21,000iApproximate average salary by contribution assumption: employee only about $524,996 at 4% or $349,997 at 6%; with 50% employer match about $349,997 at 4% or $233,332 at 6%; with 100% employer match about $262,498 at 4% or $174,999 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-13$8,738,056$272,998$21,000iApproximate average salary by contribution assumption: employee only about $524,996 at 4% or $349,997 at 6%; with 50% employer match about $349,997 at 4% or $233,332 at 6%; with 100% employer match about $262,498 at 4% or $174,999 at 6%.
2020112$7,521,890$1,068,831$89,069iApproximate average salary by contribution assumption: employee only about $2,226,731 at 4% or $1,484,488 at 6%; with 50% employer match about $1,484,488 at 4% or $989,658 at 6%; with 100% employer match about $1,113,366 at 4% or $742,244 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-12$7,521,890$1,068,831$89,069iApproximate average salary by contribution assumption: employee only about $2,226,731 at 4% or $1,484,488 at 6%; with 50% employer match about $1,484,488 at 4% or $989,658 at 6%; with 100% employer match about $1,113,366 at 4% or $742,244 at 6%.
2019213$5,317,100$567,932$43,687iApproximate average salary by contribution assumption: employee only about $1,092,177 at 4% or $728,118 at 6%; with 50% employer match about $728,118 at 4% or $485,412 at 6%; with 100% employer match about $546,088 at 4% or $364,059 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-13$5,317,100$550,520$42,348iApproximate average salary by contribution assumption: employee only about $1,058,692 at 4% or $705,795 at 6%; with 50% employer match about $705,795 at 4% or $470,530 at 6%; with 100% employer match about $529,346 at 4% or $352,897 at 6%.
DAVIS-PENN MORTGAGE CO. CASH BALANCE PLAN-0$0$17,412-
2018213$4,651,007$544,962$41,920iApproximate average salary by contribution assumption: employee only about $1,048,004 at 4% or $698,669 at 6%; with 50% employer match about $698,669 at 4% or $465,779 at 6%; with 100% employer match about $524,002 at 4% or $349,335 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-13$4,136,830$299,962$23,074iApproximate average salary by contribution assumption: employee only about $576,850 at 4% or $384,567 at 6%; with 50% employer match about $384,567 at 4% or $256,378 at 6%; with 100% employer match about $288,425 at 4% or $192,283 at 6%.
DAVIS-PENN MORTGAGE CO. CASH BALANCE PLAN-13$514,177$245,000$18,846iApproximate average salary by contribution assumption: employee only about $471,154 at 4% or $314,103 at 6%; with 50% employer match about $314,103 at 4% or $209,402 at 6%; with 100% employer match about $235,577 at 4% or $157,051 at 6%.
2017213$4,397,449$612,048$47,081iApproximate average salary by contribution assumption: employee only about $1,177,015 at 4% or $784,677 at 6%; with 50% employer match about $784,677 at 4% or $523,118 at 6%; with 100% employer match about $588,508 at 4% or $392,338 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-13$4,115,165$329,461$25,343iApproximate average salary by contribution assumption: employee only about $633,579 at 4% or $422,386 at 6%; with 50% employer match about $422,386 at 4% or $281,591 at 6%; with 100% employer match about $316,789 at 4% or $211,193 at 6%.
DAVIS-PENN MORTGAGE CO. CASH BALANCE PLAN-13$282,284$282,587$21,737iApproximate average salary by contribution assumption: employee only about $543,437 at 4% or $362,291 at 6%; with 50% employer match about $362,291 at 4% or $241,527 at 6%; with 100% employer match about $271,718 at 4% or $181,146 at 6%.
2016113$3,379,326$249,761$19,212iApproximate average salary by contribution assumption: employee only about $480,310 at 4% or $320,206 at 6%; with 50% employer match about $320,206 at 4% or $213,471 at 6%; with 100% employer match about $240,155 at 4% or $160,103 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-13$3,379,326$249,761$19,212iApproximate average salary by contribution assumption: employee only about $480,310 at 4% or $320,206 at 6%; with 50% employer match about $320,206 at 4% or $213,471 at 6%; with 100% employer match about $240,155 at 4% or $160,103 at 6%.
2015113$2,961,976$238,313$18,332iApproximate average salary by contribution assumption: employee only about $458,294 at 4% or $305,529 at 6%; with 50% employer match about $305,529 at 4% or $203,686 at 6%; with 100% employer match about $229,147 at 4% or $152,765 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-13$2,961,976$238,313$18,332iApproximate average salary by contribution assumption: employee only about $458,294 at 4% or $305,529 at 6%; with 50% employer match about $305,529 at 4% or $203,686 at 6%; with 100% employer match about $229,147 at 4% or $152,765 at 6%.
2014113$2,824,772$214,246$16,480iApproximate average salary by contribution assumption: employee only about $412,012 at 4% or $274,674 at 6%; with 50% employer match about $274,674 at 4% or $183,116 at 6%; with 100% employer match about $206,006 at 4% or $137,337 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-13$2,824,772$214,246$16,480iApproximate average salary by contribution assumption: employee only about $412,012 at 4% or $274,674 at 6%; with 50% employer match about $274,674 at 4% or $183,116 at 6%; with 100% employer match about $206,006 at 4% or $137,337 at 6%.
2013113$2,469,142$204,090$15,699iApproximate average salary by contribution assumption: employee only about $392,481 at 4% or $261,654 at 6%; with 50% employer match about $261,654 at 4% or $174,436 at 6%; with 100% employer match about $196,240 at 4% or $130,827 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-13$2,469,142$204,090$15,699iApproximate average salary by contribution assumption: employee only about $392,481 at 4% or $261,654 at 6%; with 50% employer match about $261,654 at 4% or $174,436 at 6%; with 100% employer match about $196,240 at 4% or $130,827 at 6%.
2012113$2,110,807$122,120$9,394iApproximate average salary by contribution assumption: employee only about $234,846 at 4% or $156,564 at 6%; with 50% employer match about $156,564 at 4% or $104,376 at 6%; with 100% employer match about $117,423 at 4% or $78,282 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-13$2,110,807$122,120$9,394iApproximate average salary by contribution assumption: employee only about $234,846 at 4% or $156,564 at 6%; with 50% employer match about $156,564 at 4% or $104,376 at 6%; with 100% employer match about $117,423 at 4% or $78,282 at 6%.
2011114$1,876,079$99,212$7,087iApproximate average salary by contribution assumption: employee only about $177,164 at 4% or $118,110 at 6%; with 50% employer match about $118,110 at 4% or $78,740 at 6%; with 100% employer match about $88,582 at 4% or $59,055 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-14$1,876,079$99,212$7,087iApproximate average salary by contribution assumption: employee only about $177,164 at 4% or $118,110 at 6%; with 50% employer match about $118,110 at 4% or $78,740 at 6%; with 100% employer match about $88,582 at 4% or $59,055 at 6%.
2010113$1,785,738$92,033$7,079iApproximate average salary by contribution assumption: employee only about $176,987 at 4% or $117,991 at 6%; with 50% employer match about $117,991 at 4% or $78,661 at 6%; with 100% employer match about $88,493 at 4% or $58,996 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-13$1,785,738$92,033$7,079iApproximate average salary by contribution assumption: employee only about $176,987 at 4% or $117,991 at 6%; with 50% employer match about $117,991 at 4% or $78,661 at 6%; with 100% employer match about $88,493 at 4% or $58,996 at 6%.
2009114$1,660,203$76,913$5,494iApproximate average salary by contribution assumption: employee only about $137,345 at 4% or $91,563 at 6%; with 50% employer match about $91,563 at 4% or $61,042 at 6%; with 100% employer match about $68,672 at 4% or $45,782 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-14$1,660,203$76,913$5,494iApproximate average salary by contribution assumption: employee only about $137,345 at 4% or $91,563 at 6%; with 50% employer match about $91,563 at 4% or $61,042 at 6%; with 100% employer match about $68,672 at 4% or $45,782 at 6%.
2008114$1,904,005$119,413$8,530iApproximate average salary by contribution assumption: employee only about $213,238 at 4% or $142,158 at 6%; with 50% employer match about $142,158 at 4% or $94,772 at 6%; with 100% employer match about $106,619 at 4% or $71,079 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-14$1,904,005$119,413$8,530iApproximate average salary by contribution assumption: employee only about $213,238 at 4% or $142,158 at 6%; with 50% employer match about $142,158 at 4% or $94,772 at 6%; with 100% employer match about $106,619 at 4% or $71,079 at 6%.
2007114$0$0-
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-14---
2006114$2,353,021$96,213$6,872iApproximate average salary by contribution assumption: employee only about $171,809 at 4% or $114,539 at 6%; with 50% employer match about $114,539 at 4% or $76,360 at 6%; with 100% employer match about $85,904 at 4% or $57,270 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-14$2,353,021$96,213$6,872iApproximate average salary by contribution assumption: employee only about $171,809 at 4% or $114,539 at 6%; with 50% employer match about $114,539 at 4% or $76,360 at 6%; with 100% employer match about $85,904 at 4% or $57,270 at 6%.
2005114$0$0-
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-14---
2004114$1,928,186$169,751$12,125iApproximate average salary by contribution assumption: employee only about $303,127 at 4% or $202,085 at 6%; with 50% employer match about $202,085 at 4% or $134,723 at 6%; with 100% employer match about $151,563 at 4% or $101,042 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-14$1,928,186$169,751$12,125iApproximate average salary by contribution assumption: employee only about $303,127 at 4% or $202,085 at 6%; with 50% employer match about $202,085 at 4% or $134,723 at 6%; with 100% employer match about $151,563 at 4% or $101,042 at 6%.
2003119$0$0-
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-19---
2002122$0$0-
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-22---
2001116$0$0-
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-16---
2000116$0$0-
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-16---
1999118$1,524,352$154,889$8,605iApproximate average salary by contribution assumption: employee only about $215,124 at 4% or $143,416 at 6%; with 50% employer match about $143,416 at 4% or $95,610 at 6%; with 100% employer match about $107,562 at 4% or $71,708 at 6%.
Davis-Penn Mortgage Co. 401(K) and Employee Thrift-18$1,524,352$154,889$8,605iApproximate average salary by contribution assumption: employee only about $215,124 at 4% or $143,416 at 6%; with 50% employer match about $143,416 at 4% or $95,610 at 6%; with 100% employer match about $107,562 at 4% or $71,708 at 6%.