Civic Intelligence

Cook Financial Services

Plan context: Cook Financial Services Retirement Savings Plan

EIN 75-2463370 • Dallas, TX • 18 filings • 1 plans

12655 North Central ExpresswaySte 812Dallas, TX 75243
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,871,504

2024 Contributions

$147,192

Historical Graphs

Total Assets Over Time

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

$2,871,504$1,435,752$0200820162024YearValue
$2,871,504Latest year 2024

Participants Over Time

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

840200720162024YearValue
6Latest 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
202416$2,871,504$147,192$24,532iApproximate average salary by contribution assumption: employee only about $613,300 at 4% or $408,867 at 6%; with 50% employer match about $408,867 at 4% or $272,578 at 6%; with 100% employer match about $306,650 at 4% or $204,433 at 6%.
Cook Financial Services Retirement Savings Plan-6$2,871,504$147,192$24,532iApproximate average salary by contribution assumption: employee only about $613,300 at 4% or $408,867 at 6%; with 50% employer match about $408,867 at 4% or $272,578 at 6%; with 100% employer match about $306,650 at 4% or $204,433 at 6%.
202316$2,442,207$119,083$19,847iApproximate average salary by contribution assumption: employee only about $496,179 at 4% or $330,786 at 6%; with 50% employer match about $330,786 at 4% or $220,524 at 6%; with 100% employer match about $248,090 at 4% or $165,393 at 6%.
Cook Financial Services Retirement Savings Plan-6$2,442,207$119,083$19,847iApproximate average salary by contribution assumption: employee only about $496,179 at 4% or $330,786 at 6%; with 50% employer match about $330,786 at 4% or $220,524 at 6%; with 100% employer match about $248,090 at 4% or $165,393 at 6%.
202216$2,046,968$112,726$18,788iApproximate average salary by contribution assumption: employee only about $469,692 at 4% or $313,128 at 6%; with 50% employer match about $313,128 at 4% or $208,752 at 6%; with 100% employer match about $234,846 at 4% or $156,564 at 6%.
Cook Financial Services Retirement Savings Plan-6$2,046,968$112,726$18,788iApproximate average salary by contribution assumption: employee only about $469,692 at 4% or $313,128 at 6%; with 50% employer match about $313,128 at 4% or $208,752 at 6%; with 100% employer match about $234,846 at 4% or $156,564 at 6%.
202116$2,274,737$106,017$17,670iApproximate average salary by contribution assumption: employee only about $441,738 at 4% or $294,492 at 6%; with 50% employer match about $294,492 at 4% or $196,328 at 6%; with 100% employer match about $220,869 at 4% or $147,246 at 6%.
Cook Financial Services Retirement Savings Plan-6$2,274,737$106,017$17,670iApproximate average salary by contribution assumption: employee only about $441,738 at 4% or $294,492 at 6%; with 50% employer match about $294,492 at 4% or $196,328 at 6%; with 100% employer match about $220,869 at 4% or $147,246 at 6%.
202016$1,939,457$72,983$12,164iApproximate average salary by contribution assumption: employee only about $304,096 at 4% or $202,731 at 6%; with 50% employer match about $202,731 at 4% or $135,154 at 6%; with 100% employer match about $152,048 at 4% or $101,365 at 6%.
Cook Financial Services Retirement Savings Plan-6$1,939,457$72,983$12,164iApproximate average salary by contribution assumption: employee only about $304,096 at 4% or $202,731 at 6%; with 50% employer match about $202,731 at 4% or $135,154 at 6%; with 100% employer match about $152,048 at 4% or $101,365 at 6%.
201916$1,645,548$79,242$13,207iApproximate average salary by contribution assumption: employee only about $330,175 at 4% or $220,117 at 6%; with 50% employer match about $220,117 at 4% or $146,744 at 6%; with 100% employer match about $165,088 at 4% or $110,058 at 6%.
Cook Financial Services Retirement Savings Plan-6$1,645,548$79,242$13,207iApproximate average salary by contribution assumption: employee only about $330,175 at 4% or $220,117 at 6%; with 50% employer match about $220,117 at 4% or $146,744 at 6%; with 100% employer match about $165,088 at 4% or $110,058 at 6%.
201817$1,349,689$96,282$13,755iApproximate average salary by contribution assumption: employee only about $343,864 at 4% or $229,243 at 6%; with 50% employer match about $229,243 at 4% or $152,829 at 6%; with 100% employer match about $171,932 at 4% or $114,621 at 6%.
Cook Financial Services Retirement Savings Plan-7$1,349,689$96,282$13,755iApproximate average salary by contribution assumption: employee only about $343,864 at 4% or $229,243 at 6%; with 50% employer match about $229,243 at 4% or $152,829 at 6%; with 100% employer match about $171,932 at 4% or $114,621 at 6%.
201717$1,306,320$93,055$13,294iApproximate average salary by contribution assumption: employee only about $332,339 at 4% or $221,560 at 6%; with 50% employer match about $221,560 at 4% or $147,706 at 6%; with 100% employer match about $166,170 at 4% or $110,780 at 6%.
Cook Financial Services Retirement Savings Plan-7$1,306,320$93,055$13,294iApproximate average salary by contribution assumption: employee only about $332,339 at 4% or $221,560 at 6%; with 50% employer match about $221,560 at 4% or $147,706 at 6%; with 100% employer match about $166,170 at 4% or $110,780 at 6%.
201616$1,113,786$90,219$15,037iApproximate average salary by contribution assumption: employee only about $375,913 at 4% or $250,608 at 6%; with 50% employer match about $250,608 at 4% or $167,072 at 6%; with 100% employer match about $187,956 at 4% or $125,304 at 6%.
Cook Financial Services Retirement Savings Plan-6$1,113,786$90,219$15,037iApproximate average salary by contribution assumption: employee only about $375,913 at 4% or $250,608 at 6%; with 50% employer match about $250,608 at 4% or $167,072 at 6%; with 100% employer match about $187,956 at 4% or $125,304 at 6%.
201515$966,658$91,556$18,311iApproximate average salary by contribution assumption: employee only about $457,780 at 4% or $305,187 at 6%; with 50% employer match about $305,187 at 4% or $203,458 at 6%; with 100% employer match about $228,890 at 4% or $152,593 at 6%.
Cook Financial Services Retirement Savings Plan-5$966,658$91,556$18,311iApproximate average salary by contribution assumption: employee only about $457,780 at 4% or $305,187 at 6%; with 50% employer match about $305,187 at 4% or $203,458 at 6%; with 100% employer match about $228,890 at 4% or $152,593 at 6%.
201416$930,341$74,956$12,493iApproximate average salary by contribution assumption: employee only about $312,317 at 4% or $208,211 at 6%; with 50% employer match about $208,211 at 4% or $138,807 at 6%; with 100% employer match about $156,158 at 4% or $104,106 at 6%.
Cook Financial Services Retirement Savings Plan-6$930,341$74,956$12,493iApproximate average salary by contribution assumption: employee only about $312,317 at 4% or $208,211 at 6%; with 50% employer match about $208,211 at 4% or $138,807 at 6%; with 100% employer match about $156,158 at 4% or $104,106 at 6%.
201317$815,081$76,130$10,876iApproximate average salary by contribution assumption: employee only about $271,893 at 4% or $181,262 at 6%; with 50% employer match about $181,262 at 4% or $120,841 at 6%; with 100% employer match about $135,946 at 4% or $90,631 at 6%.
Cook Financial Services Retirement Savings Plan-7$815,081$76,130$10,876iApproximate average salary by contribution assumption: employee only about $271,893 at 4% or $181,262 at 6%; with 50% employer match about $181,262 at 4% or $120,841 at 6%; with 100% employer match about $135,946 at 4% or $90,631 at 6%.
201218$626,045$273,753$34,219iApproximate average salary by contribution assumption: employee only about $855,478 at 4% or $570,319 at 6%; with 50% employer match about $570,319 at 4% or $380,213 at 6%; with 100% employer match about $427,739 at 4% or $285,159 at 6%.
Cook Financial Services Retirement Savings Plan-8$626,045$273,753$34,219iApproximate average salary by contribution assumption: employee only about $855,478 at 4% or $570,319 at 6%; with 50% employer match about $570,319 at 4% or $380,213 at 6%; with 100% employer match about $427,739 at 4% or $285,159 at 6%.
201117$292,251$67,128$9,590iApproximate average salary by contribution assumption: employee only about $239,743 at 4% or $159,829 at 6%; with 50% employer match about $159,829 at 4% or $106,552 at 6%; with 100% employer match about $119,871 at 4% or $79,914 at 6%.
Cook Financial Services Retirement Savings Plan-7$292,251$67,128$9,590iApproximate average salary by contribution assumption: employee only about $239,743 at 4% or $159,829 at 6%; with 50% employer match about $159,829 at 4% or $106,552 at 6%; with 100% employer match about $119,871 at 4% or $79,914 at 6%.
201017$239,396$55,286$7,898iApproximate average salary by contribution assumption: employee only about $197,450 at 4% or $131,633 at 6%; with 50% employer match about $131,633 at 4% or $87,756 at 6%; with 100% employer match about $98,725 at 4% or $65,817 at 6%.
Cook Financial Services Retirement Savings Plan-7$239,396$55,286$7,898iApproximate average salary by contribution assumption: employee only about $197,450 at 4% or $131,633 at 6%; with 50% employer match about $131,633 at 4% or $87,756 at 6%; with 100% employer match about $98,725 at 4% or $65,817 at 6%.
200917$155,033$55,002$7,857iApproximate average salary by contribution assumption: employee only about $196,436 at 4% or $130,957 at 6%; with 50% employer match about $130,957 at 4% or $87,305 at 6%; with 100% employer match about $98,218 at 4% or $65,479 at 6%.
Cook Financial Services Retirement Savings Plan-7$155,033$55,002$7,857iApproximate average salary by contribution assumption: employee only about $196,436 at 4% or $130,957 at 6%; with 50% employer match about $130,957 at 4% or $87,305 at 6%; with 100% employer match about $98,218 at 4% or $65,479 at 6%.
200816$70,142$63,804$10,634iApproximate average salary by contribution assumption: employee only about $265,850 at 4% or $177,233 at 6%; with 50% employer match about $177,233 at 4% or $118,156 at 6%; with 100% employer match about $132,925 at 4% or $88,617 at 6%.
Cook Financial Services Retirement Savings Plan-6$70,142$63,804$10,634iApproximate average salary by contribution assumption: employee only about $265,850 at 4% or $177,233 at 6%; with 50% employer match about $177,233 at 4% or $118,156 at 6%; with 100% employer match about $132,925 at 4% or $88,617 at 6%.
200716$0$0-
Cook Financial Services Retirement Savings Plan-6---