Sarofim Trust Co., Trustee
Plan context: Sarofim Equity Fund
EIN 76-0293474 • Houston, TX • 18 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
0
2017 Assets
$5,641,286
2017 Contributions
$491,774
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
No historical points available.
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Sarofim Equity Fund | - | - | - | - | - |
| 2016 | 1 | 0 | $5,641,286 | $0 | - |
| Sarofim Equity Fund | - | - | $5,641,286 | - | - |
| 2015 | 1 | 0 | $5,254,582 | $0 | - |
| Sarofim Equity Fund | - | - | $5,254,582 | - | - |
| 2014 | 1 | 0 | $5,381,295 | $491,774 | - |
| Sarofim Equity Fund | - | - | $5,381,295 | $491,774 | - |
| 2013 | 1 | 0 | $15,048,027 | $864,920 | - |
| Sarofim Equity Fund | - | - | $15,048,027 | $864,920 | - |
| 2012 | 1 | 0 | $14,133,975 | $999,609 | - |
| Sarofim Equity Fund | - | 0 | $14,133,975 | $999,609 | - |
| 2011 | 1 | 0 | $14,920,879 | $887,800 | - |
| Sarofim Equity Fund | - | - | $14,920,879 | $887,800 | - |
| 2010 | 1 | 0 | $15,709,665 | $915,453 | - |
| Sarofim Equity Fund | - | - | $15,709,665 | $915,453 | - |
| 2009 | 1 | 0 | $16,396,838 | $1,120,154 | - |
| Sarofim Equity Fund | - | - | $16,396,838 | $1,120,154 | - |
| 2008 | 1 | 0 | $14,044,502 | $1,670,829 | - |
| Sarofim Equity Fund | - | 0 | $14,044,502 | $1,670,829 | - |
| 2007 | 1 | 0 | $19,867,187 | $2,149,453 | - |
| Sarofim Equity Fund | - | 0 | $19,867,187 | $2,149,453 | - |
| 2006 | 1 | 0 | $321,515,942 | $7,400,689 | - |
| Sarofim Equity Fund | - | 0 | $321,515,942 | $7,400,689 | - |
| 2005 | 1 | 0 | $320,039,629 | $6,441,280 | - |
| Sarofim Equity Fund | - | 0 | $320,039,629 | $6,441,280 | - |
| 2004 | 1 | 0 | $338,960,052 | $15,253,892 | - |
| Sarofim Equity Fund | - | 0 | $338,960,052 | $15,253,892 | - |
| 2003 | 1 | 0 | $361,636,647 | $13,686,167 | - |
| Sarofim Equity Fund | - | 0 | $361,636,647 | $13,686,167 | - |
| 2002 | 1 | 0 | $304,324,734 | $15,426,663 | - |
| Sarofim Equity Fund | - | 0 | $304,324,734 | $15,426,663 | - |
| 2001 | 1 | 0 | $385,503,433 | $78,539,827 | - |
| Sarofim Equity Fund | - | 0 | $385,503,433 | $78,539,827 | - |
| 2000 | 1 | 0 | $423,187,975 | $0 | - |
| Sarofim Equity Fund | - | 0 | $423,187,975 | - | - |