PAUL C. HIGGINBOTHAM & COMPANY DBA HIGGINBOTHAM & ASSOCIATES, INC.
Plan context: Paul C. Higginbotham & Co. Savings and Investment Plan and Trust
EIN 75-1732559 • Fort Worth, TX • 40 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
3,647
2024 Assets
$169,237,397
2024 Contributions
$38,290,680
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 | 3,647 | $169,237,397 | $38,290,680 | $10,499iApproximate average salary by contribution assumption: employee only about $262,481 at 4% or $174,987 at 6%; with 50% employer match about $174,987 at 4% or $116,658 at 6%; with 100% employer match about $131,240 at 4% or $87,494 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 3,647 | $169,237,397 | $38,290,680 | $10,499iApproximate average salary by contribution assumption: employee only about $262,481 at 4% or $174,987 at 6%; with 50% employer match about $174,987 at 4% or $116,658 at 6%; with 100% employer match about $131,240 at 4% or $87,494 at 6%. |
| 2023 | 1 | 2,779 | $121,381,693 | $22,468,880 | $8,085iApproximate average salary by contribution assumption: employee only about $202,131 at 4% or $134,754 at 6%; with 50% employer match about $134,754 at 4% or $89,836 at 6%; with 100% employer match about $101,065 at 4% or $67,377 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 2,779 | $121,381,693 | $22,468,880 | $8,085iApproximate average salary by contribution assumption: employee only about $202,131 at 4% or $134,754 at 6%; with 50% employer match about $134,754 at 4% or $89,836 at 6%; with 100% employer match about $101,065 at 4% or $67,377 at 6%. |
| 2022 | 2 | 2,250 | $95,667,137 | $24,187,033 | $10,750iApproximate average salary by contribution assumption: employee only about $268,745 at 4% or $179,163 at 6%; with 50% employer match about $179,163 at 4% or $119,442 at 6%; with 100% employer match about $134,372 at 4% or $89,582 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 2,250 | $95,667,137 | $24,187,033 | $10,750iApproximate average salary by contribution assumption: employee only about $268,745 at 4% or $179,163 at 6%; with 50% employer match about $179,163 at 4% or $119,442 at 6%; with 100% employer match about $134,372 at 4% or $89,582 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 1,851 | - | - | - |
| 2021 | 2 | 1,652 | $93,587,558 | $17,225,146 | $10,427iApproximate average salary by contribution assumption: employee only about $260,671 at 4% or $173,781 at 6%; with 50% employer match about $173,781 at 4% or $115,854 at 6%; with 100% employer match about $130,336 at 4% or $86,890 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 1,652 | $93,587,558 | $17,225,146 | $10,427iApproximate average salary by contribution assumption: employee only about $260,671 at 4% or $173,781 at 6%; with 50% employer match about $173,781 at 4% or $115,854 at 6%; with 100% employer match about $130,336 at 4% or $86,890 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 1,531 | - | - | - |
| 2020 | 2 | 1,276 | $72,936,807 | $7,317,257 | $5,735iApproximate average salary by contribution assumption: employee only about $143,363 at 4% or $95,575 at 6%; with 50% employer match about $95,575 at 4% or $63,717 at 6%; with 100% employer match about $71,682 at 4% or $47,788 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 1,276 | $72,936,807 | $7,317,257 | $5,735iApproximate average salary by contribution assumption: employee only about $143,363 at 4% or $95,575 at 6%; with 50% employer match about $95,575 at 4% or $63,717 at 6%; with 100% employer match about $71,682 at 4% or $47,788 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 1,247 | - | - | - |
| 2019 | 2 | 1,098 | $60,837,088 | $5,752,030 | $5,239iApproximate average salary by contribution assumption: employee only about $130,966 at 4% or $87,311 at 6%; with 50% employer match about $87,311 at 4% or $58,207 at 6%; with 100% employer match about $65,483 at 4% or $43,655 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 1,052 | $60,837,088 | $5,752,030 | $5,468iApproximate average salary by contribution assumption: employee only about $136,693 at 4% or $91,128 at 6%; with 50% employer match about $91,128 at 4% or $60,752 at 6%; with 100% employer match about $68,346 at 4% or $45,564 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 1,098 | - | - | - |
| 2018 | 2 | 942 | $46,556,074 | $5,131,520 | $5,447iApproximate average salary by contribution assumption: employee only about $136,187 at 4% or $90,791 at 6%; with 50% employer match about $90,791 at 4% or $60,527 at 6%; with 100% employer match about $68,093 at 4% or $45,396 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 909 | $46,556,074 | $5,131,520 | $5,645iApproximate average salary by contribution assumption: employee only about $141,131 at 4% or $94,087 at 6%; with 50% employer match about $94,087 at 4% or $62,725 at 6%; with 100% employer match about $70,565 at 4% or $47,044 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 942 | - | - | - |
| 2017 | 2 | 911 | $47,083,077 | $6,770,111 | $7,432iApproximate average salary by contribution assumption: employee only about $185,788 at 4% or $123,859 at 6%; with 50% employer match about $123,859 at 4% or $82,572 at 6%; with 100% employer match about $92,894 at 4% or $61,929 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 853 | $47,083,077 | $6,770,111 | $7,937iApproximate average salary by contribution assumption: employee only about $198,421 at 4% or $132,280 at 6%; with 50% employer match about $132,280 at 4% or $88,187 at 6%; with 100% employer match about $99,210 at 4% or $66,140 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 911 | - | - | - |
| 2016 | 2 | 795 | $35,475,770 | $3,967,430 | $4,990iApproximate average salary by contribution assumption: employee only about $124,762 at 4% or $83,175 at 6%; with 50% employer match about $83,175 at 4% or $55,450 at 6%; with 100% employer match about $62,381 at 4% or $41,587 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 772 | $35,475,770 | $3,967,430 | $5,139iApproximate average salary by contribution assumption: employee only about $128,479 at 4% or $85,653 at 6%; with 50% employer match about $85,653 at 4% or $57,102 at 6%; with 100% employer match about $64,239 at 4% or $42,826 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 795 | - | - | - |
| 2015 | 2 | 674 | $30,458,640 | $3,090,918 | $4,586iApproximate average salary by contribution assumption: employee only about $114,648 at 4% or $76,432 at 6%; with 50% employer match about $76,432 at 4% or $50,955 at 6%; with 100% employer match about $57,324 at 4% or $38,216 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 650 | $30,458,640 | $3,090,918 | $4,755iApproximate average salary by contribution assumption: employee only about $118,881 at 4% or $79,254 at 6%; with 50% employer match about $79,254 at 4% or $52,836 at 6%; with 100% employer match about $59,441 at 4% or $39,627 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 674 | - | - | - |
| 2014 | 2 | 632 | $29,285,910 | $2,747,121 | $4,347iApproximate average salary by contribution assumption: employee only about $108,668 at 4% or $72,445 at 6%; with 50% employer match about $72,445 at 4% or $48,297 at 6%; with 100% employer match about $54,334 at 4% or $36,223 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 619 | $29,285,910 | $2,747,121 | $4,438iApproximate average salary by contribution assumption: employee only about $110,950 at 4% or $73,967 at 6%; with 50% employer match about $73,967 at 4% or $49,311 at 6%; with 100% employer match about $55,475 at 4% or $36,983 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 632 | - | - | - |
| 2013 | 3 | 571 | $26,108,916 | $2,194,500 | $3,843iApproximate average salary by contribution assumption: employee only about $96,081 at 4% or $64,054 at 6%; with 50% employer match about $64,054 at 4% or $42,703 at 6%; with 100% employer match about $48,041 at 4% or $32,027 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 571 | $26,108,916 | $2,194,500 | $3,843iApproximate average salary by contribution assumption: employee only about $96,081 at 4% or $64,054 at 6%; with 50% employer match about $64,054 at 4% or $42,703 at 6%; with 100% employer match about $48,041 at 4% or $32,027 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 556 | - | - | - |
| HIGGINBOTHAM INSURANCE AGENCY GROUP UNIVERSAL LIFE PLAN | - | 0 | - | - | - |
| 2012 | 2 | 545 | $20,984,272 | $1,910,506 | $3,506iApproximate average salary by contribution assumption: employee only about $87,638 at 4% or $58,425 at 6%; with 50% employer match about $58,425 at 4% or $38,950 at 6%; with 100% employer match about $43,819 at 4% or $29,213 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 545 | $20,984,272 | $1,910,506 | $3,506iApproximate average salary by contribution assumption: employee only about $87,638 at 4% or $58,425 at 6%; with 50% employer match about $58,425 at 4% or $38,950 at 6%; with 100% employer match about $43,819 at 4% or $29,213 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 356 | - | - | - |
| 2011 | 2 | 506 | $17,163,582 | $1,509,070 | $2,982iApproximate average salary by contribution assumption: employee only about $74,559 at 4% or $49,706 at 6%; with 50% employer match about $49,706 at 4% or $33,137 at 6%; with 100% employer match about $37,279 at 4% or $24,853 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 506 | $17,163,582 | $1,509,070 | $2,982iApproximate average salary by contribution assumption: employee only about $74,559 at 4% or $49,706 at 6%; with 50% employer match about $49,706 at 4% or $33,137 at 6%; with 100% employer match about $37,279 at 4% or $24,853 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 339 | - | - | - |
| 2010 | 2 | 459 | $10,382,539 | $1,095,765 | $2,387iApproximate average salary by contribution assumption: employee only about $59,682 at 4% or $39,788 at 6%; with 50% employer match about $39,788 at 4% or $26,525 at 6%; with 100% employer match about $29,841 at 4% or $19,894 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 459 | $10,382,539 | $1,095,765 | $2,387iApproximate average salary by contribution assumption: employee only about $59,682 at 4% or $39,788 at 6%; with 50% employer match about $39,788 at 4% or $26,525 at 6%; with 100% employer match about $29,841 at 4% or $19,894 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 315 | - | - | - |
| 2009 | 2 | 282 | $6,227,440 | $719,124 | $2,550iApproximate average salary by contribution assumption: employee only about $63,752 at 4% or $42,501 at 6%; with 50% employer match about $42,501 at 4% or $28,334 at 6%; with 100% employer match about $31,876 at 4% or $21,251 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 282 | $6,227,440 | $719,124 | $2,550iApproximate average salary by contribution assumption: employee only about $63,752 at 4% or $42,501 at 6%; with 50% employer match about $42,501 at 4% or $28,334 at 6%; with 100% employer match about $31,876 at 4% or $21,251 at 6%. |
| Higginbotham Insurance Agency Benefits Plan | - | 243 | - | - | - |
| 2008 | 1 | 251 | $5,010,977 | $1,297,798 | $5,171iApproximate average salary by contribution assumption: employee only about $129,263 at 4% or $86,175 at 6%; with 50% employer match about $86,175 at 4% or $57,450 at 6%; with 100% employer match about $64,631 at 4% or $43,088 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 251 | $5,010,977 | $1,297,798 | $5,171iApproximate average salary by contribution assumption: employee only about $129,263 at 4% or $86,175 at 6%; with 50% employer match about $86,175 at 4% or $57,450 at 6%; with 100% employer match about $64,631 at 4% or $43,088 at 6%. |
| 2007 | 1 | 204 | $6,735,918 | $717,262 | $3,516iApproximate average salary by contribution assumption: employee only about $87,900 at 4% or $58,600 at 6%; with 50% employer match about $58,600 at 4% or $39,067 at 6%; with 100% employer match about $43,950 at 4% or $29,300 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 204 | $6,735,918 | $717,262 | $3,516iApproximate average salary by contribution assumption: employee only about $87,900 at 4% or $58,600 at 6%; with 50% employer match about $58,600 at 4% or $39,067 at 6%; with 100% employer match about $43,950 at 4% or $29,300 at 6%. |
| 2006 | 1 | 194 | $5,937,650 | $558,649 | $2,880iApproximate average salary by contribution assumption: employee only about $71,991 at 4% or $47,994 at 6%; with 50% employer match about $47,994 at 4% or $31,996 at 6%; with 100% employer match about $35,995 at 4% or $23,997 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 194 | $5,937,650 | $558,649 | $2,880iApproximate average salary by contribution assumption: employee only about $71,991 at 4% or $47,994 at 6%; with 50% employer match about $47,994 at 4% or $31,996 at 6%; with 100% employer match about $35,995 at 4% or $23,997 at 6%. |
| 2005 | 1 | 174 | $4,848,857 | $538,139 | $3,093iApproximate average salary by contribution assumption: employee only about $77,319 at 4% or $51,546 at 6%; with 50% employer match about $51,546 at 4% or $34,364 at 6%; with 100% employer match about $38,659 at 4% or $25,773 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 174 | $4,848,857 | $538,139 | $3,093iApproximate average salary by contribution assumption: employee only about $77,319 at 4% or $51,546 at 6%; with 50% employer match about $51,546 at 4% or $34,364 at 6%; with 100% employer match about $38,659 at 4% or $25,773 at 6%. |
| 2003 | 2 | 163 | $23,072,949 | $1,194,953 | $7,331iApproximate average salary by contribution assumption: employee only about $183,275 at 4% or $122,183 at 6%; with 50% employer match about $122,183 at 4% or $81,456 at 6%; with 100% employer match about $91,638 at 4% or $61,092 at 6%. |
| PAUL C. HIGGINBOTHAM & COMPANY EMPLOYEES STOCK OWNERSHIP PLAN | - | 125 | $19,820,321 | $395,813 | $3,167iApproximate average salary by contribution assumption: employee only about $79,163 at 4% or $52,775 at 6%; with 50% employer match about $52,775 at 4% or $35,183 at 6%; with 100% employer match about $39,581 at 4% or $26,388 at 6%. |
| Paul C. Higginbotham & Co. Savings and Investment Plan and Trust | - | 163 | $3,252,628 | $799,140 | $4,903iApproximate average salary by contribution assumption: employee only about $122,567 at 4% or $81,712 at 6%; with 50% employer match about $81,712 at 4% or $54,474 at 6%; with 100% employer match about $61,284 at 4% or $40,856 at 6%. |
| 2002 | 1 | 106 | $0 | $0 | - |
| PAUL C. HIGGINBOTHAM & COMPANY ESOP AND TRUST | - | 106 | - | - | - |
| 2001 | 1 | 95 | $0 | $0 | - |
| PAUL C. HIGGINBOTHAM & COMPANY ESOP AND TRUST | - | 95 | - | - | - |
| 2000 | 1 | 80 | $0 | $0 | - |
| PAUL C. HIGGINBOTHAM & COMPANY ESOP AND TRUST | - | 80 | - | - | - |