Civic Intelligence

Geary, Porter & Donovan PC.

Plan context: Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan

EIN 75-2431658 • Addison, TX • 26 filings • 4 plans

16475 Dallas ParkwaySuite 400Addison, TX 75001
Current Snapshot

Latest Year

2024

2024 Participants

72

2024 Assets

$28,967,080

2024 Contributions

$1,195,661

Historical Graphs

Total Assets Over Time

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

$31,505,801$15,752,901$0199920122024YearValue
$28,967,080Latest year 2024

Participants Over Time

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

92460199920122024YearValue
72Latest 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
2024172$28,967,080$1,195,661$16,606iApproximate average salary by contribution assumption: employee only about $415,160 at 4% or $276,773 at 6%; with 50% employer match about $276,773 at 4% or $184,516 at 6%; with 100% employer match about $207,580 at 4% or $138,387 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-72$28,967,080$1,195,661$16,606iApproximate average salary by contribution assumption: employee only about $415,160 at 4% or $276,773 at 6%; with 50% employer match about $276,773 at 4% or $184,516 at 6%; with 100% employer match about $207,580 at 4% or $138,387 at 6%.
2023176$27,420,051$1,168,039$15,369iApproximate average salary by contribution assumption: employee only about $384,223 at 4% or $256,149 at 6%; with 50% employer match about $256,149 at 4% or $170,766 at 6%; with 100% employer match about $192,112 at 4% or $128,074 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-76$27,420,051$1,168,039$15,369iApproximate average salary by contribution assumption: employee only about $384,223 at 4% or $256,149 at 6%; with 50% employer match about $256,149 at 4% or $170,766 at 6%; with 100% employer match about $192,112 at 4% or $128,074 at 6%.
2022179$24,828,770$1,117,179$14,142iApproximate average salary by contribution assumption: employee only about $353,538 at 4% or $235,692 at 6%; with 50% employer match about $235,692 at 4% or $157,128 at 6%; with 100% employer match about $176,769 at 4% or $117,846 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-79$24,828,770$1,117,179$14,142iApproximate average salary by contribution assumption: employee only about $353,538 at 4% or $235,692 at 6%; with 50% employer match about $235,692 at 4% or $157,128 at 6%; with 100% employer match about $176,769 at 4% or $117,846 at 6%.
2021174$31,505,801$1,149,184$15,530iApproximate average salary by contribution assumption: employee only about $388,238 at 4% or $258,825 at 6%; with 50% employer match about $258,825 at 4% or $172,550 at 6%; with 100% employer match about $194,119 at 4% or $129,413 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-74$31,505,801$1,149,184$15,530iApproximate average salary by contribution assumption: employee only about $388,238 at 4% or $258,825 at 6%; with 50% employer match about $258,825 at 4% or $172,550 at 6%; with 100% employer match about $194,119 at 4% or $129,413 at 6%.
2020178$29,635,067$1,141,133$14,630iApproximate average salary by contribution assumption: employee only about $365,748 at 4% or $243,832 at 6%; with 50% employer match about $243,832 at 4% or $162,555 at 6%; with 100% employer match about $182,874 at 4% or $121,916 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-78$29,635,067$1,141,133$14,630iApproximate average salary by contribution assumption: employee only about $365,748 at 4% or $243,832 at 6%; with 50% employer match about $243,832 at 4% or $162,555 at 6%; with 100% employer match about $182,874 at 4% or $121,916 at 6%.
2019175$26,103,911$1,084,893$14,465iApproximate average salary by contribution assumption: employee only about $361,631 at 4% or $241,087 at 6%; with 50% employer match about $241,087 at 4% or $160,725 at 6%; with 100% employer match about $180,816 at 4% or $120,544 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-75$26,103,911$1,084,893$14,465iApproximate average salary by contribution assumption: employee only about $361,631 at 4% or $241,087 at 6%; with 50% employer match about $241,087 at 4% or $160,725 at 6%; with 100% employer match about $180,816 at 4% or $120,544 at 6%.
2018180$21,334,860$1,075,845$13,448iApproximate average salary by contribution assumption: employee only about $336,202 at 4% or $224,134 at 6%; with 50% employer match about $224,134 at 4% or $149,423 at 6%; with 100% employer match about $168,101 at 4% or $112,067 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-80$21,334,860$1,075,845$13,448iApproximate average salary by contribution assumption: employee only about $336,202 at 4% or $224,134 at 6%; with 50% employer match about $224,134 at 4% or $149,423 at 6%; with 100% employer match about $168,101 at 4% or $112,067 at 6%.
2017175$23,961,955$1,107,901$14,772iApproximate average salary by contribution assumption: employee only about $369,300 at 4% or $246,200 at 6%; with 50% employer match about $246,200 at 4% or $164,133 at 6%; with 100% employer match about $184,650 at 4% or $123,100 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-75$23,961,955$1,107,901$14,772iApproximate average salary by contribution assumption: employee only about $369,300 at 4% or $246,200 at 6%; with 50% employer match about $246,200 at 4% or $164,133 at 6%; with 100% employer match about $184,650 at 4% or $123,100 at 6%.
2016176$19,527,543$1,136,435$14,953iApproximate average salary by contribution assumption: employee only about $373,827 at 4% or $249,218 at 6%; with 50% employer match about $249,218 at 4% or $166,145 at 6%; with 100% employer match about $186,914 at 4% or $124,609 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-76$19,527,543$1,136,435$14,953iApproximate average salary by contribution assumption: employee only about $373,827 at 4% or $249,218 at 6%; with 50% employer match about $249,218 at 4% or $166,145 at 6%; with 100% employer match about $186,914 at 4% or $124,609 at 6%.
2015176$18,783,524$1,081,655$14,232iApproximate average salary by contribution assumption: employee only about $355,808 at 4% or $237,205 at 6%; with 50% employer match about $237,205 at 4% or $158,137 at 6%; with 100% employer match about $177,904 at 4% or $118,603 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-76$18,783,524$1,081,655$14,232iApproximate average salary by contribution assumption: employee only about $355,808 at 4% or $237,205 at 6%; with 50% employer match about $237,205 at 4% or $158,137 at 6%; with 100% employer match about $177,904 at 4% or $118,603 at 6%.
2014176$20,630,447$1,084,848$14,274iApproximate average salary by contribution assumption: employee only about $356,858 at 4% or $237,905 at 6%; with 50% employer match about $237,905 at 4% or $158,604 at 6%; with 100% employer match about $178,429 at 4% or $118,953 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-76$20,630,447$1,084,848$14,274iApproximate average salary by contribution assumption: employee only about $356,858 at 4% or $237,905 at 6%; with 50% employer match about $237,905 at 4% or $158,604 at 6%; with 100% employer match about $178,429 at 4% or $118,953 at 6%.
2013180$18,538,162$999,387$12,492iApproximate average salary by contribution assumption: employee only about $312,308 at 4% or $208,206 at 6%; with 50% employer match about $208,206 at 4% or $138,804 at 6%; with 100% employer match about $156,154 at 4% or $104,103 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-80$18,538,162$999,387$12,492iApproximate average salary by contribution assumption: employee only about $312,308 at 4% or $208,206 at 6%; with 50% employer match about $208,206 at 4% or $138,804 at 6%; with 100% employer match about $156,154 at 4% or $104,103 at 6%.
2012187$15,167,448$943,946$10,850iApproximate average salary by contribution assumption: employee only about $271,249 at 4% or $180,833 at 6%; with 50% employer match about $180,833 at 4% or $120,555 at 6%; with 100% employer match about $135,624 at 4% or $90,416 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-87$15,167,448$943,946$10,850iApproximate average salary by contribution assumption: employee only about $271,249 at 4% or $180,833 at 6%; with 50% employer match about $180,833 at 4% or $120,555 at 6%; with 100% employer match about $135,624 at 4% or $90,416 at 6%.
2011189$12,463,363$1,100,428$12,364iApproximate average salary by contribution assumption: employee only about $309,109 at 4% or $206,073 at 6%; with 50% employer match about $206,073 at 4% or $137,382 at 6%; with 100% employer match about $154,554 at 4% or $103,036 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-89$12,463,363$1,100,428$12,364iApproximate average salary by contribution assumption: employee only about $309,109 at 4% or $206,073 at 6%; with 50% employer match about $206,073 at 4% or $137,382 at 6%; with 100% employer match about $154,554 at 4% or $103,036 at 6%.
2010188$11,894,998$868,232$9,866iApproximate average salary by contribution assumption: employee only about $246,657 at 4% or $164,438 at 6%; with 50% employer match about $164,438 at 4% or $109,625 at 6%; with 100% employer match about $123,328 at 4% or $82,219 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-88$11,894,998$868,232$9,866iApproximate average salary by contribution assumption: employee only about $246,657 at 4% or $164,438 at 6%; with 50% employer match about $164,438 at 4% or $109,625 at 6%; with 100% employer match about $123,328 at 4% or $82,219 at 6%.
2009192$11,103,011$889,377$9,667iApproximate average salary by contribution assumption: employee only about $241,679 at 4% or $161,119 at 6%; with 50% employer match about $161,119 at 4% or $107,413 at 6%; with 100% employer match about $120,839 at 4% or $80,560 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-92$11,103,011$889,377$9,667iApproximate average salary by contribution assumption: employee only about $241,679 at 4% or $161,119 at 6%; with 50% employer match about $161,119 at 4% or $107,413 at 6%; with 100% employer match about $120,839 at 4% or $80,560 at 6%.
2008167$8,113,839$691,305$10,318iApproximate average salary by contribution assumption: employee only about $257,950 at 4% or $171,966 at 6%; with 50% employer match about $171,966 at 4% or $114,644 at 6%; with 100% employer match about $128,975 at 4% or $85,983 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-67$8,113,839$691,305$10,318iApproximate average salary by contribution assumption: employee only about $257,950 at 4% or $171,966 at 6%; with 50% employer match about $171,966 at 4% or $114,644 at 6%; with 100% employer match about $128,975 at 4% or $85,983 at 6%.
2007156$12,089,371$702,494$12,545iApproximate average salary by contribution assumption: employee only about $313,613 at 4% or $209,076 at 6%; with 50% employer match about $209,076 at 4% or $139,384 at 6%; with 100% employer match about $156,807 at 4% or $104,538 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-56$12,089,371$702,494$12,545iApproximate average salary by contribution assumption: employee only about $313,613 at 4% or $209,076 at 6%; with 50% employer match about $209,076 at 4% or $139,384 at 6%; with 100% employer match about $156,807 at 4% or $104,538 at 6%.
2006159$11,239,305$722,980$12,254iApproximate average salary by contribution assumption: employee only about $306,347 at 4% or $204,232 at 6%; with 50% employer match about $204,232 at 4% or $136,154 at 6%; with 100% employer match about $153,174 at 4% or $102,116 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-59$11,239,305$722,980$12,254iApproximate average salary by contribution assumption: employee only about $306,347 at 4% or $204,232 at 6%; with 50% employer match about $204,232 at 4% or $136,154 at 6%; with 100% employer match about $153,174 at 4% or $102,116 at 6%.
2005163$9,182,843$687,341$10,910iApproximate average salary by contribution assumption: employee only about $272,754 at 4% or $181,836 at 6%; with 50% employer match about $181,836 at 4% or $121,224 at 6%; with 100% employer match about $136,377 at 4% or $90,918 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-63$9,182,843$687,341$10,910iApproximate average salary by contribution assumption: employee only about $272,754 at 4% or $181,836 at 6%; with 50% employer match about $181,836 at 4% or $121,224 at 6%; with 100% employer match about $136,377 at 4% or $90,918 at 6%.
2004163$7,894,806$695,647$11,042iApproximate average salary by contribution assumption: employee only about $276,050 at 4% or $184,034 at 6%; with 50% employer match about $184,034 at 4% or $122,689 at 6%; with 100% employer match about $138,025 at 4% or $92,017 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-63$7,894,806$695,647$11,042iApproximate average salary by contribution assumption: employee only about $276,050 at 4% or $184,034 at 6%; with 50% employer match about $184,034 at 4% or $122,689 at 6%; with 100% employer match about $138,025 at 4% or $92,017 at 6%.
2003156$6,345,265$630,020$11,250iApproximate average salary by contribution assumption: employee only about $281,259 at 4% or $187,506 at 6%; with 50% employer match about $187,506 at 4% or $125,004 at 6%; with 100% employer match about $140,629 at 4% or $93,753 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-56$6,345,265$630,020$11,250iApproximate average salary by contribution assumption: employee only about $281,259 at 4% or $187,506 at 6%; with 50% employer match about $187,506 at 4% or $125,004 at 6%; with 100% employer match about $140,629 at 4% or $93,753 at 6%.
2002160$4,750,071$607,717$10,129iApproximate average salary by contribution assumption: employee only about $253,215 at 4% or $168,810 at 6%; with 50% employer match about $168,810 at 4% or $112,540 at 6%; with 100% employer match about $126,608 at 4% or $84,405 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-60$4,750,071$607,717$10,129iApproximate average salary by contribution assumption: employee only about $253,215 at 4% or $168,810 at 6%; with 50% employer match about $168,810 at 4% or $112,540 at 6%; with 100% employer match about $126,608 at 4% or $84,405 at 6%.
2001158$0$0-
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-58---
2000153$5,133,304$373,449$7,046iApproximate average salary by contribution assumption: employee only about $176,155 at 4% or $117,437 at 6%; with 50% employer match about $117,437 at 4% or $78,291 at 6%; with 100% employer match about $88,078 at 4% or $58,718 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-53$5,133,304$373,449$7,046iApproximate average salary by contribution assumption: employee only about $176,155 at 4% or $117,437 at 6%; with 50% employer match about $117,437 at 4% or $78,291 at 6%; with 100% employer match about $88,078 at 4% or $58,718 at 6%.
1999151$4,937,219$216,576$4,247iApproximate average salary by contribution assumption: employee only about $106,165 at 4% or $70,776 at 6%; with 50% employer match about $70,776 at 4% or $47,184 at 6%; with 100% employer match about $53,082 at 4% or $35,388 at 6%.
Geary, Porter & Donovan PC. 401(K) and Profit Sharing Plan-51$4,937,219$216,576$4,247iApproximate average salary by contribution assumption: employee only about $106,165 at 4% or $70,776 at 6%; with 50% employer match about $70,776 at 4% or $47,184 at 6%; with 100% employer match about $53,082 at 4% or $35,388 at 6%.