Civic Intelligence

Conley, Rose & Tayon PC.

Plan context: Conley, Rose & Tayon PC. Savings & Profit Sharing Plan

EIN 76-0332926 • Houston, TX • 45 filings • 9 plans

1001 Mckinney, Ste 1800Houston, TX 77002
Current Snapshot

Latest Year

2024

2024 Participants

78

2024 Assets

$38,474,060

2024 Contributions

$2,134,359

Historical Graphs

Total Assets Over Time

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

$38,474,060$19,237,030$0199920102024YearValue
$38,474,060Latest year 2024

Participants Over Time

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

130650199920102024YearValue
78Latest 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
2024278$38,474,060$2,134,359$27,364iApproximate average salary by contribution assumption: employee only about $684,089 at 4% or $456,060 at 6%; with 50% employer match about $456,060 at 4% or $304,040 at 6%; with 100% employer match about $342,045 at 4% or $228,030 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-78$29,814,056$1,648,514$21,135iApproximate average salary by contribution assumption: employee only about $528,370 at 4% or $352,247 at 6%; with 50% employer match about $352,247 at 4% or $234,831 at 6%; with 100% employer match about $264,185 at 4% or $176,123 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-18$8,660,004$485,845$26,991iApproximate average salary by contribution assumption: employee only about $674,785 at 4% or $449,856 at 6%; with 50% employer match about $449,856 at 4% or $299,904 at 6%; with 100% employer match about $337,392 at 4% or $224,928 at 6%.
2023264$31,752,197$1,823,161$28,487iApproximate average salary by contribution assumption: employee only about $712,172 at 4% or $474,782 at 6%; with 50% employer match about $474,782 at 4% or $316,521 at 6%; with 100% employer match about $356,086 at 4% or $237,391 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-64$23,930,915$1,323,946$20,687iApproximate average salary by contribution assumption: employee only about $517,166 at 4% or $344,778 at 6%; with 50% employer match about $344,778 at 4% or $229,852 at 6%; with 100% employer match about $258,583 at 4% or $172,389 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-17$7,821,282$499,215$29,366iApproximate average salary by contribution assumption: employee only about $734,140 at 4% or $489,426 at 6%; with 50% employer match about $489,426 at 4% or $326,284 at 6%; with 100% employer match about $367,070 at 4% or $244,713 at 6%.
2022262$25,466,549$1,704,938$27,499iApproximate average salary by contribution assumption: employee only about $687,475 at 4% or $458,317 at 6%; with 50% employer match about $458,317 at 4% or $305,544 at 6%; with 100% employer match about $343,738 at 4% or $229,158 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-62$18,606,846$1,201,647$19,381iApproximate average salary by contribution assumption: employee only about $484,535 at 4% or $323,023 at 6%; with 50% employer match about $323,023 at 4% or $215,349 at 6%; with 100% employer match about $242,268 at 4% or $161,512 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-18$6,859,703$503,291$27,961iApproximate average salary by contribution assumption: employee only about $699,015 at 4% or $466,010 at 6%; with 50% employer match about $466,010 at 4% or $310,673 at 6%; with 100% employer match about $349,508 at 4% or $233,005 at 6%.
2021263$32,621,454$1,599,182$25,384iApproximate average salary by contribution assumption: employee only about $634,596 at 4% or $423,064 at 6%; with 50% employer match about $423,064 at 4% or $282,043 at 6%; with 100% employer match about $317,298 at 4% or $211,532 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-63$24,654,224$978,147$15,526iApproximate average salary by contribution assumption: employee only about $388,154 at 4% or $258,769 at 6%; with 50% employer match about $258,769 at 4% or $172,513 at 6%; with 100% employer match about $194,077 at 4% or $129,385 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-20$7,967,230$621,035$31,052iApproximate average salary by contribution assumption: employee only about $776,294 at 4% or $517,529 at 6%; with 50% employer match about $517,529 at 4% or $345,019 at 6%; with 100% employer match about $388,147 at 4% or $258,765 at 6%.
2020256$27,522,820$1,512,826$27,015iApproximate average salary by contribution assumption: employee only about $675,369 at 4% or $450,246 at 6%; with 50% employer match about $450,246 at 4% or $300,164 at 6%; with 100% employer match about $337,684 at 4% or $225,123 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-56$20,476,780$921,556$16,456iApproximate average salary by contribution assumption: employee only about $411,409 at 4% or $274,273 at 6%; with 50% employer match about $274,273 at 4% or $182,848 at 6%; with 100% employer match about $205,704 at 4% or $137,136 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-25$7,046,040$591,270$23,651iApproximate average salary by contribution assumption: employee only about $591,270 at 4% or $394,180 at 6%; with 50% employer match about $394,180 at 4% or $262,787 at 6%; with 100% employer match about $295,635 at 4% or $197,090 at 6%.
2019251$23,445,853$1,370,526$26,873iApproximate average salary by contribution assumption: employee only about $671,826 at 4% or $447,884 at 6%; with 50% employer match about $447,884 at 4% or $298,590 at 6%; with 100% employer match about $335,913 at 4% or $223,942 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-51$17,496,756$886,135$17,375iApproximate average salary by contribution assumption: employee only about $434,380 at 4% or $289,587 at 6%; with 50% employer match about $289,587 at 4% or $193,058 at 6%; with 100% employer match about $217,190 at 4% or $144,793 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-26$5,949,097$484,391$18,630iApproximate average salary by contribution assumption: employee only about $465,761 at 4% or $310,507 at 6%; with 50% employer match about $310,507 at 4% or $207,005 at 6%; with 100% employer match about $232,880 at 4% or $155,254 at 6%.
2018256$19,499,931$1,414,239$25,254iApproximate average salary by contribution assumption: employee only about $631,357 at 4% or $420,904 at 6%; with 50% employer match about $420,904 at 4% or $280,603 at 6%; with 100% employer match about $315,678 at 4% or $210,452 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-56$15,090,344$980,645$17,512iApproximate average salary by contribution assumption: employee only about $437,788 at 4% or $291,859 at 6%; with 50% employer match about $291,859 at 4% or $194,572 at 6%; with 100% employer match about $218,894 at 4% or $145,929 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-26$4,409,587$433,594$16,677iApproximate average salary by contribution assumption: employee only about $416,917 at 4% or $277,945 at 6%; with 50% employer match about $277,945 at 4% or $185,297 at 6%; with 100% employer match about $208,459 at 4% or $138,972 at 6%.
2014279$17,811,998$1,607,635$20,350iApproximate average salary by contribution assumption: employee only about $508,745 at 4% or $339,164 at 6%; with 50% employer match about $339,164 at 4% or $226,109 at 6%; with 100% employer match about $254,373 at 4% or $169,582 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-79$13,405,641$1,056,992$13,380iApproximate average salary by contribution assumption: employee only about $334,491 at 4% or $222,994 at 6%; with 50% employer match about $222,994 at 4% or $148,663 at 6%; with 100% employer match about $167,246 at 4% or $111,497 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-43$4,406,357$550,643$12,806iApproximate average salary by contribution assumption: employee only about $320,141 at 4% or $213,428 at 6%; with 50% employer match about $213,428 at 4% or $142,285 at 6%; with 100% employer match about $160,071 at 4% or $106,714 at 6%.
2013272$15,704,284$1,488,258$20,670iApproximate average salary by contribution assumption: employee only about $516,756 at 4% or $344,504 at 6%; with 50% employer match about $344,504 at 4% or $229,669 at 6%; with 100% employer match about $258,378 at 4% or $172,252 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-72$11,761,743$932,773$12,955iApproximate average salary by contribution assumption: employee only about $323,880 at 4% or $215,920 at 6%; with 50% employer match about $215,920 at 4% or $143,946 at 6%; with 100% employer match about $161,940 at 4% or $107,960 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-44$3,942,541$555,485$12,625iApproximate average salary by contribution assumption: employee only about $315,616 at 4% or $210,411 at 6%; with 50% employer match about $210,411 at 4% or $140,274 at 6%; with 100% employer match about $157,808 at 4% or $105,205 at 6%.
2012279$13,170,334$1,359,599$17,210iApproximate average salary by contribution assumption: employee only about $430,253 at 4% or $286,835 at 6%; with 50% employer match about $286,835 at 4% or $191,223 at 6%; with 100% employer match about $215,126 at 4% or $143,418 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-79$9,389,046$870,301$11,016iApproximate average salary by contribution assumption: employee only about $275,412 at 4% or $183,608 at 6%; with 50% employer match about $183,608 at 4% or $122,405 at 6%; with 100% employer match about $137,706 at 4% or $91,804 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-42$3,781,288$489,298$11,650iApproximate average salary by contribution assumption: employee only about $291,249 at 4% or $194,166 at 6%; with 50% employer match about $194,166 at 4% or $129,444 at 6%; with 100% employer match about $145,624 at 4% or $97,083 at 6%.
2011271$12,237,083$1,457,275$20,525iApproximate average salary by contribution assumption: employee only about $513,125 at 4% or $342,083 at 6%; with 50% employer match about $342,083 at 4% or $228,056 at 6%; with 100% employer match about $256,563 at 4% or $171,042 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-71$8,553,318$941,469$13,260iApproximate average salary by contribution assumption: employee only about $331,503 at 4% or $221,002 at 6%; with 50% employer match about $221,002 at 4% or $147,335 at 6%; with 100% employer match about $165,752 at 4% or $110,501 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-40$3,683,765$515,806$12,895iApproximate average salary by contribution assumption: employee only about $322,379 at 4% or $214,919 at 6%; with 50% employer match about $214,919 at 4% or $143,279 at 6%; with 100% employer match about $161,189 at 4% or $107,460 at 6%.
2010265$11,803,105$2,471,377$38,021iApproximate average salary by contribution assumption: employee only about $950,530 at 4% or $633,686 at 6%; with 50% employer match about $633,686 at 4% or $422,458 at 6%; with 100% employer match about $475,265 at 4% or $316,843 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-65$8,175,444$1,492,044$22,955iApproximate average salary by contribution assumption: employee only about $573,863 at 4% or $382,575 at 6%; with 50% employer match about $382,575 at 4% or $255,050 at 6%; with 100% employer match about $286,932 at 4% or $191,288 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-41$3,627,661$979,333$23,886iApproximate average salary by contribution assumption: employee only about $597,154 at 4% or $398,103 at 6%; with 50% employer match about $398,103 at 4% or $265,402 at 6%; with 100% employer match about $298,577 at 4% or $199,051 at 6%.
2009254$9,513,993$1,321,419$24,471iApproximate average salary by contribution assumption: employee only about $611,768 at 4% or $407,845 at 6%; with 50% employer match about $407,845 at 4% or $271,897 at 6%; with 100% employer match about $305,884 at 4% or $203,923 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-54$6,401,785$855,508$15,843iApproximate average salary by contribution assumption: employee only about $396,069 at 4% or $264,046 at 6%; with 50% employer match about $264,046 at 4% or $176,030 at 6%; with 100% employer match about $198,034 at 4% or $132,023 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-50$3,112,208$465,911$9,318iApproximate average salary by contribution assumption: employee only about $232,955 at 4% or $155,304 at 6%; with 50% employer match about $155,304 at 4% or $103,536 at 6%; with 100% employer match about $116,478 at 4% or $77,652 at 6%.
2008251$6,745,512$1,592,742$31,230iApproximate average salary by contribution assumption: employee only about $780,756 at 4% or $520,504 at 6%; with 50% employer match about $520,504 at 4% or $347,003 at 6%; with 100% employer match about $390,378 at 4% or $260,252 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-36$4,102,826$803,804$22,328iApproximate average salary by contribution assumption: employee only about $558,197 at 4% or $372,131 at 6%; with 50% employer match about $372,131 at 4% or $248,088 at 6%; with 100% employer match about $279,099 at 4% or $186,066 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-51$2,642,686$788,938$15,469iApproximate average salary by contribution assumption: employee only about $386,734 at 4% or $257,823 at 6%; with 50% employer match about $257,823 at 4% or $171,882 at 6%; with 100% employer match about $193,367 at 4% or $128,911 at 6%.
2007242$5,906,171$648,935$15,451iApproximate average salary by contribution assumption: employee only about $386,271 at 4% or $257,514 at 6%; with 50% employer match about $257,514 at 4% or $171,676 at 6%; with 100% employer match about $193,135 at 4% or $128,757 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-35$5,906,171$648,935$18,541iApproximate average salary by contribution assumption: employee only about $463,525 at 4% or $309,017 at 6%; with 50% employer match about $309,017 at 4% or $206,011 at 6%; with 100% employer match about $231,763 at 4% or $154,508 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-42---
2006243$6,933,673$1,111,121$25,840iApproximate average salary by contribution assumption: employee only about $646,001 at 4% or $430,667 at 6%; with 50% employer match about $430,667 at 4% or $287,111 at 6%; with 100% employer match about $323,000 at 4% or $215,334 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-32$4,810,601$900,353$28,136iApproximate average salary by contribution assumption: employee only about $703,401 at 4% or $468,934 at 6%; with 50% employer match about $468,934 at 4% or $312,623 at 6%; with 100% employer match about $351,700 at 4% or $234,467 at 6%.
Conley Rose PC. Savings & Profit Sharing Plan for Associates-43$2,123,072$210,768$4,902iApproximate average salary by contribution assumption: employee only about $122,540 at 4% or $81,693 at 6%; with 50% employer match about $81,693 at 4% or $54,462 at 6%; with 100% employer match about $61,270 at 4% or $40,847 at 6%.
2005164$6,370,035$826,549$12,915iApproximate average salary by contribution assumption: employee only about $322,871 at 4% or $215,247 at 6%; with 50% employer match about $215,247 at 4% or $143,498 at 6%; with 100% employer match about $161,435 at 4% or $107,624 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-64$6,370,035$826,549$12,915iApproximate average salary by contribution assumption: employee only about $322,871 at 4% or $215,247 at 6%; with 50% employer match about $215,247 at 4% or $143,498 at 6%; with 100% employer match about $161,435 at 4% or $107,624 at 6%.
2004172$5,382,934$944,610$13,120iApproximate average salary by contribution assumption: employee only about $327,990 at 4% or $218,660 at 6%; with 50% employer match about $218,660 at 4% or $145,773 at 6%; with 100% employer match about $163,995 at 4% or $109,330 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-72$5,382,934$944,610$13,120iApproximate average salary by contribution assumption: employee only about $327,990 at 4% or $218,660 at 6%; with 50% employer match about $218,660 at 4% or $145,773 at 6%; with 100% employer match about $163,995 at 4% or $109,330 at 6%.
2003268$5,167,881$973,129$14,311iApproximate average salary by contribution assumption: employee only about $357,768 at 4% or $238,512 at 6%; with 50% employer match about $238,512 at 4% or $159,008 at 6%; with 100% employer match about $178,884 at 4% or $119,256 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-68$5,167,881$749,867$11,027iApproximate average salary by contribution assumption: employee only about $275,686 at 4% or $183,791 at 6%; with 50% employer match about $183,791 at 4% or $122,527 at 6%; with 100% employer match about $137,843 at 4% or $91,895 at 6%.
Conley, Rose & Tayon PC. Money Purchase Plan-0-$223,262-
20022130$4,335,176$1,262,017$9,708iApproximate average salary by contribution assumption: employee only about $242,696 at 4% or $161,797 at 6%; with 50% employer match about $161,797 at 4% or $107,865 at 6%; with 100% employer match about $121,348 at 4% or $80,899 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-130$3,484,210$963,605$7,412iApproximate average salary by contribution assumption: employee only about $185,309 at 4% or $123,539 at 6%; with 50% employer match about $123,539 at 4% or $82,359 at 6%; with 100% employer match about $92,654 at 4% or $61,770 at 6%.
Conley, Rose & Tayon PC. Money Purchase Plan-110$850,966$298,412$2,713iApproximate average salary by contribution assumption: employee only about $67,821 at 4% or $45,214 at 6%; with 50% employer match about $45,214 at 4% or $30,143 at 6%; with 100% employer match about $33,910 at 4% or $22,607 at 6%.
20012113$4,326,894$997,963$8,832iApproximate average salary by contribution assumption: employee only about $220,788 at 4% or $147,192 at 6%; with 50% employer match about $147,192 at 4% or $98,128 at 6%; with 100% employer match about $110,394 at 4% or $73,596 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-113$3,515,176$800,805$7,087iApproximate average salary by contribution assumption: employee only about $177,169 at 4% or $118,113 at 6%; with 50% employer match about $118,113 at 4% or $78,742 at 6%; with 100% employer match about $88,585 at 4% or $59,056 at 6%.
Conley, Rose & Tayon PC. Money Purchase Plan-76$811,718$197,158$2,594iApproximate average salary by contribution assumption: employee only about $64,855 at 4% or $43,236 at 6%; with 50% employer match about $43,236 at 4% or $28,824 at 6%; with 100% employer match about $32,427 at 4% or $21,618 at 6%.
2000392$3,427,097$535,942$5,825iApproximate average salary by contribution assumption: employee only about $145,636 at 4% or $97,091 at 6%; with 50% employer match about $97,091 at 4% or $64,727 at 6%; with 100% employer match about $72,818 at 4% or $48,545 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-92$3,427,097$535,942$5,825iApproximate average salary by contribution assumption: employee only about $145,636 at 4% or $97,091 at 6%; with 50% employer match about $97,091 at 4% or $64,727 at 6%; with 100% employer match about $72,818 at 4% or $48,545 at 6%.
CONLEY ROSE & TAYON PC SECTION 125 CAFETERIA PLAN-34---
Conley, Rose & Tayon PC. Money Purchase Plan-58---
1999266$4,322,794$648,821$9,831iApproximate average salary by contribution assumption: employee only about $245,766 at 4% or $163,844 at 6%; with 50% employer match about $163,844 at 4% or $109,229 at 6%; with 100% employer match about $122,883 at 4% or $81,922 at 6%.
Conley, Rose & Tayon PC. Savings & Profit Sharing Plan-66$3,464,827$478,142$7,245iApproximate average salary by contribution assumption: employee only about $181,114 at 4% or $120,743 at 6%; with 50% employer match about $120,743 at 4% or $80,495 at 6%; with 100% employer match about $90,557 at 4% or $60,371 at 6%.
Conley, Rose & Tayon PC. Money Purchase Plan-0$857,967$170,679-