Civic Intelligence

Ltd Financial Services

Plan context: Ltd Financial Services 401K Plan

EIN 76-0416819 • Pearland, TX • 52 filings • 10 plans

7924 Broadway St Ste 104Pearland, TX 77581-7933
Current Snapshot

Latest Year

2023

2023 Participants

43

2023 Assets

$2,270,074

2023 Contributions

$84,474

Historical Graphs

Total Assets Over Time

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

$3,523,363$1,761,682$0199920112022YearValue
$2,270,074Latest year 2022

Participants Over Time

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

1,6548270199920112022YearValue
43Latest year 2022

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
202310$0$0-
Ltd Financial Services 401K Plan-0$0--
2022143$2,270,074$84,474$1,965iApproximate average salary by contribution assumption: employee only about $49,113 at 4% or $32,742 at 6%; with 50% employer match about $32,742 at 4% or $21,828 at 6%; with 100% employer match about $24,556 at 4% or $16,371 at 6%.
Ltd Financial Services 401K Plan-43$2,270,074$84,474$1,965iApproximate average salary by contribution assumption: employee only about $49,113 at 4% or $32,742 at 6%; with 50% employer match about $32,742 at 4% or $21,828 at 6%; with 100% employer match about $24,556 at 4% or $16,371 at 6%.
2021146$2,663,741$313,575$6,817iApproximate average salary by contribution assumption: employee only about $170,421 at 4% or $113,614 at 6%; with 50% employer match about $113,614 at 4% or $75,743 at 6%; with 100% employer match about $85,211 at 4% or $56,807 at 6%.
Ltd Financial Services 401K Plan-46$2,663,741$313,575$6,817iApproximate average salary by contribution assumption: employee only about $170,421 at 4% or $113,614 at 6%; with 50% employer match about $113,614 at 4% or $75,743 at 6%; with 100% employer match about $85,211 at 4% or $56,807 at 6%.
2020144$2,074,031$86,821$1,973iApproximate average salary by contribution assumption: employee only about $49,330 at 4% or $32,887 at 6%; with 50% employer match about $32,887 at 4% or $21,924 at 6%; with 100% employer match about $24,665 at 4% or $16,443 at 6%.
Ltd Financial Services 401K Plan-44$2,074,031$86,821$1,973iApproximate average salary by contribution assumption: employee only about $49,330 at 4% or $32,887 at 6%; with 50% employer match about $32,887 at 4% or $21,924 at 6%; with 100% employer match about $24,665 at 4% or $16,443 at 6%.
2019143$1,753,033$94,703$2,202iApproximate average salary by contribution assumption: employee only about $55,060 at 4% or $36,707 at 6%; with 50% employer match about $36,707 at 4% or $24,471 at 6%; with 100% employer match about $27,530 at 4% or $18,353 at 6%.
Ltd Financial Services 401K Plan-43$1,753,033$94,703$2,202iApproximate average salary by contribution assumption: employee only about $55,060 at 4% or $36,707 at 6%; with 50% employer match about $36,707 at 4% or $24,471 at 6%; with 100% employer match about $27,530 at 4% or $18,353 at 6%.
2018150$1,494,891$88,549$1,771iApproximate average salary by contribution assumption: employee only about $44,275 at 4% or $29,516 at 6%; with 50% employer match about $29,516 at 4% or $19,678 at 6%; with 100% employer match about $22,137 at 4% or $14,758 at 6%.
Ltd Financial Services 401K Plan-50$1,494,891$88,549$1,771iApproximate average salary by contribution assumption: employee only about $44,275 at 4% or $29,516 at 6%; with 50% employer match about $29,516 at 4% or $19,678 at 6%; with 100% employer match about $22,137 at 4% or $14,758 at 6%.
2017163$1,951,901$125,189$1,987iApproximate average salary by contribution assumption: employee only about $49,678 at 4% or $33,119 at 6%; with 50% employer match about $33,119 at 4% or $22,079 at 6%; with 100% employer match about $24,839 at 4% or $16,559 at 6%.
Ltd Financial Services 401K Plan-63$1,951,901$125,189$1,987iApproximate average salary by contribution assumption: employee only about $49,678 at 4% or $33,119 at 6%; with 50% employer match about $33,119 at 4% or $22,079 at 6%; with 100% employer match about $24,839 at 4% or $16,559 at 6%.
2016196$2,071,110$213,800$2,227iApproximate average salary by contribution assumption: employee only about $55,677 at 4% or $37,118 at 6%; with 50% employer match about $37,118 at 4% or $24,745 at 6%; with 100% employer match about $27,839 at 4% or $18,559 at 6%.
Ltd Financial Services 401K Plan-96$2,071,110$213,800$2,227iApproximate average salary by contribution assumption: employee only about $55,677 at 4% or $37,118 at 6%; with 50% employer match about $37,118 at 4% or $24,745 at 6%; with 100% employer match about $27,839 at 4% or $18,559 at 6%.
20153202$2,976,416$327,052$1,619iApproximate average salary by contribution assumption: employee only about $40,477 at 4% or $26,984 at 6%; with 50% employer match about $26,984 at 4% or $17,990 at 6%; with 100% employer match about $20,238 at 4% or $13,492 at 6%.
Ltd Financial Services 401K Plan-202$2,976,416$327,052$1,619iApproximate average salary by contribution assumption: employee only about $40,477 at 4% or $26,984 at 6%; with 50% employer match about $26,984 at 4% or $17,990 at 6%; with 100% employer match about $20,238 at 4% or $13,492 at 6%.
LTD FINANCIAL SERVICES LP LIFE INSURANCE PLAN-83---
LTD FINANCIAL SERVICES WELFARE PLAN-87---
20143198$3,523,363$300,836$1,519iApproximate average salary by contribution assumption: employee only about $37,984 at 4% or $25,323 at 6%; with 50% employer match about $25,323 at 4% or $16,882 at 6%; with 100% employer match about $18,992 at 4% or $12,661 at 6%.
Ltd Financial Services 401K Plan-184$3,523,363$300,836$1,635iApproximate average salary by contribution assumption: employee only about $40,874 at 4% or $27,250 at 6%; with 50% employer match about $27,250 at 4% or $18,166 at 6%; with 100% employer match about $20,437 at 4% or $13,625 at 6%.
LTD FINANCIAL SERVICES LP LIFE INSURANCE PLAN-198---
LTD FINANCIAL SERVICES WELFARE PLAN-191---
20133336$3,254,246$295,382$879iApproximate average salary by contribution assumption: employee only about $21,978 at 4% or $14,652 at 6%; with 50% employer match about $14,652 at 4% or $9,768 at 6%; with 100% employer match about $10,989 at 4% or $7,326 at 6%.
Ltd Financial Services 401K Plan-213$3,254,246$295,382$1,387iApproximate average salary by contribution assumption: employee only about $34,669 at 4% or $23,113 at 6%; with 50% employer match about $23,113 at 4% or $15,409 at 6%; with 100% employer match about $17,335 at 4% or $11,556 at 6%.
LTD FINANCIAL SERVICES LP LIFE INSURANCE PLAN-237---
LTD FINANCIAL SERVICES WELFARE PLAN-336---
20124266$2,757,807$330,470$1,242iApproximate average salary by contribution assumption: employee only about $31,059 at 4% or $20,706 at 6%; with 50% employer match about $20,706 at 4% or $13,804 at 6%; with 100% employer match about $15,530 at 4% or $10,353 at 6%.
Ltd Financial Services 401K Plan-236$2,757,807$330,470$1,400iApproximate average salary by contribution assumption: employee only about $35,007 at 4% or $23,338 at 6%; with 50% employer match about $23,338 at 4% or $15,559 at 6%; with 100% employer match about $17,504 at 4% or $11,669 at 6%.
LTD FINANCIAL SERVICES LP LIFE INSURANCE PLAN-236---
LTD FINANCIAL SERVICES WELFARE PLAN-266---
LTD FINANCIAL SERVICES LP LIMITED MEDICAL PLAN-0---
20114263$2,508,787$359,197$1,366iApproximate average salary by contribution assumption: employee only about $34,144 at 4% or $22,763 at 6%; with 50% employer match about $22,763 at 4% or $15,175 at 6%; with 100% employer match about $17,072 at 4% or $11,381 at 6%.
Ltd Financial Services 401K Plan-254$2,508,787$359,197$1,414iApproximate average salary by contribution assumption: employee only about $35,354 at 4% or $23,569 at 6%; with 50% employer match about $23,569 at 4% or $15,713 at 6%; with 100% employer match about $17,677 at 4% or $11,785 at 6%.
LTD FINANCIAL SERVICES WELFARE PLAN-263---
LTD FINANCIAL SERVICES LP LIFE INSURANCE PLAN-226---
LTD FINANCIAL SERVICES LP LIMITED MEDICAL PLAN-104---
20104262$2,352,147$237,144$905iApproximate average salary by contribution assumption: employee only about $22,628 at 4% or $15,085 at 6%; with 50% employer match about $15,085 at 4% or $10,057 at 6%; with 100% employer match about $11,314 at 4% or $7,543 at 6%.
Ltd Financial Services 401K Plan-237$2,352,147$237,144$1,001iApproximate average salary by contribution assumption: employee only about $25,015 at 4% or $16,677 at 6%; with 50% employer match about $16,677 at 4% or $11,118 at 6%; with 100% employer match about $12,508 at 4% or $8,338 at 6%.
LTD FINANCIAL SERVICES WELFARE PLAN-262---
LTD FINANCIAL SERVICES LP LIFE INSURANCE PLAN-191---
LTD FINANCIAL SERVICES LP LIMITED MEDICAL PLAN-113---
20094266$2,044,044$205,940$774iApproximate average salary by contribution assumption: employee only about $19,355 at 4% or $12,904 at 6%; with 50% employer match about $12,904 at 4% or $8,602 at 6%; with 100% employer match about $9,678 at 4% or $6,452 at 6%.
Ltd Financial Services 401K Plan-266$2,044,044$205,940$774iApproximate average salary by contribution assumption: employee only about $19,355 at 4% or $12,904 at 6%; with 50% employer match about $12,904 at 4% or $8,602 at 6%; with 100% employer match about $9,678 at 4% or $6,452 at 6%.
LTD FINANCIAL SERVICES WELFARE PLAN-249---
LTD FINANCIAL SERVICES LP LIFE INSURANCE PLAN-181---
LTD FINANCIAL SERVICES LP LIMITED MEDICAL PLAN-112---
200851,013$1,750,859$393,778$389iApproximate average salary by contribution assumption: employee only about $9,718 at 4% or $6,479 at 6%; with 50% employer match about $6,479 at 4% or $4,319 at 6%; with 100% employer match about $4,859 at 4% or $3,239 at 6%.
Ltd Financial Services 401K Plan-273$1,750,859$393,778$1,442iApproximate average salary by contribution assumption: employee only about $36,060 at 4% or $24,040 at 6%; with 50% employer match about $24,040 at 4% or $16,027 at 6%; with 100% employer match about $18,030 at 4% or $12,020 at 6%.
AETNA LIFE INSURANCE CO-669---
PRUDENTIAL INSURANCE COMPANY OF AMERICA-180---
CIGNA HEALTHCARE DF TEXAS-113---
LTD FINANCIAL SERVICES LP PREMIUM ONLY PLAN-1,013---
200721,418$2,300,758$466,578$329iApproximate average salary by contribution assumption: employee only about $8,226 at 4% or $5,484 at 6%; with 50% employer match about $5,484 at 4% or $3,656 at 6%; with 100% employer match about $4,113 at 4% or $2,742 at 6%.
Ltd Financial Services 401K Plan-293$2,300,758$466,578$1,592iApproximate average salary by contribution assumption: employee only about $39,810 at 4% or $26,540 at 6%; with 50% employer match about $26,540 at 4% or $17,694 at 6%; with 100% employer match about $19,905 at 4% or $13,270 at 6%.
LTD FINANCIAL SERVICES, LP PREMIUM ONLY PLAN-1,418---
200621,380$2,025,029$494,950$359iApproximate average salary by contribution assumption: employee only about $8,966 at 4% or $5,978 at 6%; with 50% employer match about $5,978 at 4% or $3,985 at 6%; with 100% employer match about $4,483 at 4% or $2,989 at 6%.
Ltd Financial Services 401K Plan-300$2,025,029$494,950$1,650iApproximate average salary by contribution assumption: employee only about $41,246 at 4% or $27,497 at 6%; with 50% employer match about $27,497 at 4% or $18,331 at 6%; with 100% employer match about $20,623 at 4% or $13,749 at 6%.
LTD FINANCIAL SERVICES, LP PREMIUM ONLY PLAN-1,380---
20051321$1,729,342$510,481$1,590iApproximate average salary by contribution assumption: employee only about $39,757 at 4% or $26,505 at 6%; with 50% employer match about $26,505 at 4% or $17,670 at 6%; with 100% employer match about $19,879 at 4% or $13,252 at 6%.
Ltd Financial Services 401K Plan-321$1,729,342$510,481$1,590iApproximate average salary by contribution assumption: employee only about $39,757 at 4% or $26,505 at 6%; with 50% employer match about $26,505 at 4% or $17,670 at 6%; with 100% employer match about $19,879 at 4% or $13,252 at 6%.
200421,638$1,409,105$416,502$254iApproximate average salary by contribution assumption: employee only about $6,357 at 4% or $4,238 at 6%; with 50% employer match about $4,238 at 4% or $2,825 at 6%; with 100% employer match about $3,178 at 4% or $2,119 at 6%.
Ltd Financial Services 401K Plan-265$1,409,105$416,502$1,572iApproximate average salary by contribution assumption: employee only about $39,293 at 4% or $26,195 at 6%; with 50% employer match about $26,195 at 4% or $17,463 at 6%; with 100% employer match about $19,646 at 4% or $13,098 at 6%.
LTD FINANCIAL SERVICES, LP PREMIUM ONLY PLAN-1,638---
200321,654$1,003,759$360,721$218iApproximate average salary by contribution assumption: employee only about $5,452 at 4% or $3,635 at 6%; with 50% employer match about $3,635 at 4% or $2,423 at 6%; with 100% employer match about $2,726 at 4% or $1,817 at 6%.
Ltd Financial Services 401K Plan-241$1,003,759$360,721$1,497iApproximate average salary by contribution assumption: employee only about $37,419 at 4% or $24,946 at 6%; with 50% employer match about $24,946 at 4% or $16,631 at 6%; with 100% employer match about $18,710 at 4% or $12,473 at 6%.
LTD FINANCIAL SERVICES, LP PREMIUM ONLY PLAN-1,654---
20023520$571,414$332,747$640iApproximate average salary by contribution assumption: employee only about $15,997 at 4% or $10,665 at 6%; with 50% employer match about $10,665 at 4% or $7,110 at 6%; with 100% employer match about $7,999 at 4% or $5,332 at 6%.
Ltd Financial Services 401K Plan-183$571,414$332,747$1,818iApproximate average salary by contribution assumption: employee only about $45,457 at 4% or $30,305 at 6%; with 50% employer match about $30,305 at 4% or $20,203 at 6%; with 100% employer match about $22,729 at 4% or $15,152 at 6%.
LTD FINANCIAL SERVICES LP PREMIUM ONLY PLAN-520---
LTD FINANCIAL SERVICES, LP PREMIUM ONLY PLAN-520---
20011132$489,054$310,958$2,356iApproximate average salary by contribution assumption: employee only about $58,894 at 4% or $39,262 at 6%; with 50% employer match about $39,262 at 4% or $26,175 at 6%; with 100% employer match about $29,447 at 4% or $19,631 at 6%.
Ltd Financial Services 401K Plan-132$489,054$310,958$2,356iApproximate average salary by contribution assumption: employee only about $58,894 at 4% or $39,262 at 6%; with 50% employer match about $39,262 at 4% or $26,175 at 6%; with 100% employer match about $29,447 at 4% or $19,631 at 6%.
1999144$191,097$148,986$3,386iApproximate average salary by contribution assumption: employee only about $84,651 at 4% or $56,434 at 6%; with 50% employer match about $56,434 at 4% or $37,623 at 6%; with 100% employer match about $42,326 at 4% or $28,217 at 6%.
Ltd Financial Services 401K Plan-44$191,097$148,986$3,386iApproximate average salary by contribution assumption: employee only about $84,651 at 4% or $56,434 at 6%; with 50% employer match about $56,434 at 4% or $37,623 at 6%; with 100% employer match about $42,326 at 4% or $28,217 at 6%.