Civic Intelligence

Boeckman Investments

Plan context: BOECKMAN INVESTMENTS 401(K) PLAN

EIN 75-1656080 • Dallas, TX • 14 filings • 3 plans

3838 Oak Lawn Ave Suite 1450Dallas, TX 75219
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$409,399

2024 Contributions

$18,500

Historical Graphs

Total Assets Over Time

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

$511,692$255,846$0200420192024YearValue
$409,399Latest year 2024

Participants Over Time

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

320200420192024YearValue
2Latest 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
202412$409,399$18,500$9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.
BOECKMAN INVESTMENTS 401(K) PLAN-2$409,399$18,500$9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.
202312$337,469$26,300$13,150iApproximate average salary by contribution assumption: employee only about $328,750 at 4% or $219,167 at 6%; with 50% employer match about $219,167 at 4% or $146,111 at 6%; with 100% employer match about $164,375 at 4% or $109,583 at 6%.
BOECKMAN INVESTMENTS 401(K) PLAN-2$337,469$26,300$13,150iApproximate average salary by contribution assumption: employee only about $328,750 at 4% or $219,167 at 6%; with 50% employer match about $219,167 at 4% or $146,111 at 6%; with 100% employer match about $164,375 at 4% or $109,583 at 6%.
202222$511,692$39,700$19,850iApproximate average salary by contribution assumption: employee only about $496,250 at 4% or $330,833 at 6%; with 50% employer match about $330,833 at 4% or $220,556 at 6%; with 100% employer match about $248,125 at 4% or $165,417 at 6%.
Boeckman Investments 401K Plan-2$255,846$19,850$9,925iApproximate average salary by contribution assumption: employee only about $248,125 at 4% or $165,417 at 6%; with 50% employer match about $165,417 at 4% or $110,278 at 6%; with 100% employer match about $124,063 at 4% or $82,708 at 6%.
BOECKMAN INVESTMENTS 401(K) PLAN-2$255,846$19,850$9,925iApproximate average salary by contribution assumption: employee only about $248,125 at 4% or $165,417 at 6%; with 50% employer match about $165,417 at 4% or $110,278 at 6%; with 100% employer match about $124,063 at 4% or $82,708 at 6%.
202112$305,547$22,564$11,282iApproximate average salary by contribution assumption: employee only about $282,050 at 4% or $188,033 at 6%; with 50% employer match about $188,033 at 4% or $125,356 at 6%; with 100% employer match about $141,025 at 4% or $94,017 at 6%.
BOECKMAN INVESTMENTS 401(K) PLAN-2$305,547$22,564$11,282iApproximate average salary by contribution assumption: employee only about $282,050 at 4% or $188,033 at 6%; with 50% employer match about $188,033 at 4% or $125,356 at 6%; with 100% employer match about $141,025 at 4% or $94,017 at 6%.
202012$248,739$20,064$10,032iApproximate average salary by contribution assumption: employee only about $250,800 at 4% or $167,200 at 6%; with 50% employer match about $167,200 at 4% or $111,467 at 6%; with 100% employer match about $125,400 at 4% or $83,600 at 6%.
Boeckman Investments 401K Plan-2$248,739$20,064$10,032iApproximate average salary by contribution assumption: employee only about $250,800 at 4% or $167,200 at 6%; with 50% employer match about $167,200 at 4% or $111,467 at 6%; with 100% employer match about $125,400 at 4% or $83,600 at 6%.
201922$194,112$22,400$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.
BOECKMAN INVESTMENTS 401(K) PLAN-2$194,112$22,400$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.
Boeckman Investments 401K Plan-0---
201812$137,302$147,150$73,575iApproximate average salary by contribution assumption: employee only about $1,839,375 at 4% or $1,226,250 at 6%; with 50% employer match about $1,226,250 at 4% or $817,500 at 6%; with 100% employer match about $919,688 at 4% or $613,125 at 6%.
Boeckman Investments 401K Plan-2$137,302$147,150$73,575iApproximate average salary by contribution assumption: employee only about $1,839,375 at 4% or $1,226,250 at 6%; with 50% employer match about $1,226,250 at 4% or $817,500 at 6%; with 100% employer match about $919,688 at 4% or $613,125 at 6%.
200911$107,012$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Boeckman Investments 401K Plan-1$107,012$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200713$0$0-
Boeckman Investments 401K Plan-3---
200611$58,083$17,691$17,691iApproximate average salary by contribution assumption: employee only about $442,275 at 4% or $294,850 at 6%; with 50% employer match about $294,850 at 4% or $196,567 at 6%; with 100% employer match about $221,138 at 4% or $147,425 at 6%.
Boeckman Investments 401K Plan-1$58,083$17,691$17,691iApproximate average salary by contribution assumption: employee only about $442,275 at 4% or $294,850 at 6%; with 50% employer match about $294,850 at 4% or $196,567 at 6%; with 100% employer match about $221,138 at 4% or $147,425 at 6%.
200511$35,469$21,899$21,899iApproximate average salary by contribution assumption: employee only about $547,475 at 4% or $364,983 at 6%; with 50% employer match about $364,983 at 4% or $243,322 at 6%; with 100% employer match about $273,738 at 4% or $182,492 at 6%.
Boeckman Investments 401K Plan-1$35,469$21,899$21,899iApproximate average salary by contribution assumption: employee only about $547,475 at 4% or $364,983 at 6%; with 50% employer match about $364,983 at 4% or $243,322 at 6%; with 100% employer match about $273,738 at 4% or $182,492 at 6%.
200412$10,312$10,312$5,156iApproximate average salary by contribution assumption: employee only about $128,900 at 4% or $85,933 at 6%; with 50% employer match about $85,933 at 4% or $57,289 at 6%; with 100% employer match about $64,450 at 4% or $42,967 at 6%.
Boeckman Investments 401K Plan-2$10,312$10,312$5,156iApproximate average salary by contribution assumption: employee only about $128,900 at 4% or $85,933 at 6%; with 50% employer match about $85,933 at 4% or $57,289 at 6%; with 100% employer match about $64,450 at 4% or $42,967 at 6%.