Civic Intelligence

Owen & Fazio PC.

Plan context: Owen & Fazio PC. 401(K) Profit Sharing Plan

EIN 75-2952570 • Dallas, TX • 25 filings • 3 plans

10670 N Central ExpresswaySuite 550Dallas, TX 75231
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$423,007

2025 Contributions

$112,936

Historical Graphs

Total Assets Over Time

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

$2,897,021$1,448,511$0200220142025YearValue
$423,007Latest year 2025

Participants Over Time

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

1050200120132025YearValue
6Latest year 2025

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
202516$423,007$112,936$18,823iApproximate average salary by contribution assumption: employee only about $470,567 at 4% or $313,711 at 6%; with 50% employer match about $313,711 at 4% or $209,141 at 6%; with 100% employer match about $235,283 at 4% or $156,856 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-6$423,007$112,936$18,823iApproximate average salary by contribution assumption: employee only about $470,567 at 4% or $313,711 at 6%; with 50% employer match about $313,711 at 4% or $209,141 at 6%; with 100% employer match about $235,283 at 4% or $156,856 at 6%.
202418$1,957,928$111,094$13,887iApproximate average salary by contribution assumption: employee only about $347,169 at 4% or $231,446 at 6%; with 50% employer match about $231,446 at 4% or $154,297 at 6%; with 100% employer match about $173,584 at 4% or $115,723 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-8$1,957,928$111,094$13,887iApproximate average salary by contribution assumption: employee only about $347,169 at 4% or $231,446 at 6%; with 50% employer match about $231,446 at 4% or $154,297 at 6%; with 100% employer match about $173,584 at 4% or $115,723 at 6%.
202318$2,868,635$110,217$13,777iApproximate average salary by contribution assumption: employee only about $344,428 at 4% or $229,619 at 6%; with 50% employer match about $229,619 at 4% or $153,079 at 6%; with 100% employer match about $172,214 at 4% or $114,809 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-8$2,868,635$110,217$13,777iApproximate average salary by contribution assumption: employee only about $344,428 at 4% or $229,619 at 6%; with 50% employer match about $229,619 at 4% or $153,079 at 6%; with 100% employer match about $172,214 at 4% or $114,809 at 6%.
202217$2,366,887$109,834$15,691iApproximate average salary by contribution assumption: employee only about $392,264 at 4% or $261,510 at 6%; with 50% employer match about $261,510 at 4% or $174,340 at 6%; with 100% employer match about $196,132 at 4% or $130,755 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-7$2,366,887$109,834$15,691iApproximate average salary by contribution assumption: employee only about $392,264 at 4% or $261,510 at 6%; with 50% employer match about $261,510 at 4% or $174,340 at 6%; with 100% employer match about $196,132 at 4% or $130,755 at 6%.
202119$2,897,021$120,132$13,348iApproximate average salary by contribution assumption: employee only about $333,700 at 4% or $222,467 at 6%; with 50% employer match about $222,467 at 4% or $148,311 at 6%; with 100% employer match about $166,850 at 4% or $111,233 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-9$2,897,021$120,132$13,348iApproximate average salary by contribution assumption: employee only about $333,700 at 4% or $222,467 at 6%; with 50% employer match about $222,467 at 4% or $148,311 at 6%; with 100% employer match about $166,850 at 4% or $111,233 at 6%.
2020110$2,406,163$118,730$11,873iApproximate average salary by contribution assumption: employee only about $296,825 at 4% or $197,883 at 6%; with 50% employer match about $197,883 at 4% or $131,922 at 6%; with 100% employer match about $148,413 at 4% or $98,942 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-10$2,406,163$118,730$11,873iApproximate average salary by contribution assumption: employee only about $296,825 at 4% or $197,883 at 6%; with 50% employer match about $197,883 at 4% or $131,922 at 6%; with 100% employer match about $148,413 at 4% or $98,942 at 6%.
2019110$1,961,978$104,999$10,500iApproximate average salary by contribution assumption: employee only about $262,498 at 4% or $174,998 at 6%; with 50% employer match about $174,998 at 4% or $116,666 at 6%; with 100% employer match about $131,249 at 4% or $87,499 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-10$1,961,978$104,999$10,500iApproximate average salary by contribution assumption: employee only about $262,498 at 4% or $174,998 at 6%; with 50% employer match about $174,998 at 4% or $116,666 at 6%; with 100% employer match about $131,249 at 4% or $87,499 at 6%.
201819$1,491,745$94,357$10,484iApproximate average salary by contribution assumption: employee only about $262,103 at 4% or $174,735 at 6%; with 50% employer match about $174,735 at 4% or $116,490 at 6%; with 100% employer match about $131,051 at 4% or $87,368 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-9$1,491,745$94,357$10,484iApproximate average salary by contribution assumption: employee only about $262,103 at 4% or $174,735 at 6%; with 50% employer match about $174,735 at 4% or $116,490 at 6%; with 100% employer match about $131,051 at 4% or $87,368 at 6%.
201719$1,505,313$86,175$9,575iApproximate average salary by contribution assumption: employee only about $239,375 at 4% or $159,583 at 6%; with 50% employer match about $159,583 at 4% or $106,389 at 6%; with 100% employer match about $119,688 at 4% or $79,792 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-9$1,505,313$86,175$9,575iApproximate average salary by contribution assumption: employee only about $239,375 at 4% or $159,583 at 6%; with 50% employer match about $159,583 at 4% or $106,389 at 6%; with 100% employer match about $119,688 at 4% or $79,792 at 6%.
2016110$1,221,219$113,856$11,386iApproximate average salary by contribution assumption: employee only about $284,640 at 4% or $189,760 at 6%; with 50% employer match about $189,760 at 4% or $126,507 at 6%; with 100% employer match about $142,320 at 4% or $94,880 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-10$1,221,219$113,856$11,386iApproximate average salary by contribution assumption: employee only about $284,640 at 4% or $189,760 at 6%; with 50% employer match about $189,760 at 4% or $126,507 at 6%; with 100% employer match about $142,320 at 4% or $94,880 at 6%.
201518$1,027,342$86,269$10,784iApproximate average salary by contribution assumption: employee only about $269,591 at 4% or $179,727 at 6%; with 50% employer match about $179,727 at 4% or $119,818 at 6%; with 100% employer match about $134,795 at 4% or $89,864 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-8$1,027,342$86,269$10,784iApproximate average salary by contribution assumption: employee only about $269,591 at 4% or $179,727 at 6%; with 50% employer match about $179,727 at 4% or $119,818 at 6%; with 100% employer match about $134,795 at 4% or $89,864 at 6%.
201418$962,013$91,019$11,377iApproximate average salary by contribution assumption: employee only about $284,434 at 4% or $189,623 at 6%; with 50% employer match about $189,623 at 4% or $126,415 at 6%; with 100% employer match about $142,217 at 4% or $94,811 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-8$962,013$91,019$11,377iApproximate average salary by contribution assumption: employee only about $284,434 at 4% or $189,623 at 6%; with 50% employer match about $189,623 at 4% or $126,415 at 6%; with 100% employer match about $142,217 at 4% or $94,811 at 6%.
201319$824,869$83,827$9,314iApproximate average salary by contribution assumption: employee only about $232,853 at 4% or $155,235 at 6%; with 50% employer match about $155,235 at 4% or $103,490 at 6%; with 100% employer match about $116,426 at 4% or $77,618 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-9$824,869$83,827$9,314iApproximate average salary by contribution assumption: employee only about $232,853 at 4% or $155,235 at 6%; with 50% employer match about $155,235 at 4% or $103,490 at 6%; with 100% employer match about $116,426 at 4% or $77,618 at 6%.
201218$590,681$72,877$9,110iApproximate average salary by contribution assumption: employee only about $227,741 at 4% or $151,827 at 6%; with 50% employer match about $151,827 at 4% or $101,218 at 6%; with 100% employer match about $113,870 at 4% or $75,914 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-8$590,681$72,877$9,110iApproximate average salary by contribution assumption: employee only about $227,741 at 4% or $151,827 at 6%; with 50% employer match about $151,827 at 4% or $101,218 at 6%; with 100% employer match about $113,870 at 4% or $75,914 at 6%.
201118$443,246$37,750$4,719iApproximate average salary by contribution assumption: employee only about $117,969 at 4% or $78,646 at 6%; with 50% employer match about $78,646 at 4% or $52,431 at 6%; with 100% employer match about $58,984 at 4% or $39,323 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-8$443,246$37,750$4,719iApproximate average salary by contribution assumption: employee only about $117,969 at 4% or $78,646 at 6%; with 50% employer match about $78,646 at 4% or $52,431 at 6%; with 100% employer match about $58,984 at 4% or $39,323 at 6%.
201016$445,909$51,947$8,658iApproximate average salary by contribution assumption: employee only about $216,446 at 4% or $144,297 at 6%; with 50% employer match about $144,297 at 4% or $96,198 at 6%; with 100% employer match about $108,223 at 4% or $72,149 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-6$445,909$51,947$8,658iApproximate average salary by contribution assumption: employee only about $216,446 at 4% or $144,297 at 6%; with 50% employer match about $144,297 at 4% or $96,198 at 6%; with 100% employer match about $108,223 at 4% or $72,149 at 6%.
200914$482,935$49,043$12,261iApproximate average salary by contribution assumption: employee only about $306,519 at 4% or $204,346 at 6%; with 50% employer match about $204,346 at 4% or $136,231 at 6%; with 100% employer match about $153,259 at 4% or $102,173 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-4$482,935$49,043$12,261iApproximate average salary by contribution assumption: employee only about $306,519 at 4% or $204,346 at 6%; with 50% employer match about $204,346 at 4% or $136,231 at 6%; with 100% employer match about $153,259 at 4% or $102,173 at 6%.
200813$359,597$31,556$10,519iApproximate average salary by contribution assumption: employee only about $262,967 at 4% or $175,311 at 6%; with 50% employer match about $175,311 at 4% or $116,874 at 6%; with 100% employer match about $131,483 at 4% or $87,656 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-3$359,597$31,556$10,519iApproximate average salary by contribution assumption: employee only about $262,967 at 4% or $175,311 at 6%; with 50% employer match about $175,311 at 4% or $116,874 at 6%; with 100% employer match about $131,483 at 4% or $87,656 at 6%.
200715$0$0-
Owen & Fazio PC. 401(K) Profit Sharing Plan-5---
200616$552,361$76,695$12,783iApproximate average salary by contribution assumption: employee only about $319,563 at 4% or $213,042 at 6%; with 50% employer match about $213,042 at 4% or $142,028 at 6%; with 100% employer match about $159,781 at 4% or $106,521 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-6$552,361$76,695$12,783iApproximate average salary by contribution assumption: employee only about $319,563 at 4% or $213,042 at 6%; with 50% employer match about $213,042 at 4% or $142,028 at 6%; with 100% employer match about $159,781 at 4% or $106,521 at 6%.
200516$442,122$54,722$9,120iApproximate average salary by contribution assumption: employee only about $228,008 at 4% or $152,006 at 6%; with 50% employer match about $152,006 at 4% or $101,337 at 6%; with 100% employer match about $114,004 at 4% or $76,003 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-6$442,122$54,722$9,120iApproximate average salary by contribution assumption: employee only about $228,008 at 4% or $152,006 at 6%; with 50% employer match about $152,006 at 4% or $101,337 at 6%; with 100% employer match about $114,004 at 4% or $76,003 at 6%.
200418$393,189$57,668$7,209iApproximate average salary by contribution assumption: employee only about $180,213 at 4% or $120,142 at 6%; with 50% employer match about $120,142 at 4% or $80,094 at 6%; with 100% employer match about $90,106 at 4% or $60,071 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-8$393,189$57,668$7,209iApproximate average salary by contribution assumption: employee only about $180,213 at 4% or $120,142 at 6%; with 50% employer match about $120,142 at 4% or $80,094 at 6%; with 100% employer match about $90,106 at 4% or $60,071 at 6%.
200315$315,032$102,034$20,407iApproximate average salary by contribution assumption: employee only about $510,170 at 4% or $340,113 at 6%; with 50% employer match about $340,113 at 4% or $226,742 at 6%; with 100% employer match about $255,085 at 4% or $170,057 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-5$315,032$102,034$20,407iApproximate average salary by contribution assumption: employee only about $510,170 at 4% or $340,113 at 6%; with 50% employer match about $340,113 at 4% or $226,742 at 6%; with 100% employer match about $255,085 at 4% or $170,057 at 6%.
200216$186,883$34,949$5,825iApproximate average salary by contribution assumption: employee only about $145,621 at 4% or $97,081 at 6%; with 50% employer match about $97,081 at 4% or $64,720 at 6%; with 100% employer match about $72,810 at 4% or $48,540 at 6%.
Owen & Fazio PC. 401(K) Profit Sharing Plan-6$186,883$34,949$5,825iApproximate average salary by contribution assumption: employee only about $145,621 at 4% or $97,081 at 6%; with 50% employer match about $97,081 at 4% or $64,720 at 6%; with 100% employer match about $72,810 at 4% or $48,540 at 6%.
200114$0$0-
Owen & Fazio PC. 401(K) Profit Sharing Plan-4---