Civic Intelligence

Pete Dailey & Associates Inc.

Plan context: Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust

EIN 76-0443292 • Houston, TX • 27 filings • 7 plans

5851 San Felipe Ste 755Houston, TX 77057
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,601,434

2024 Contributions

$103,417

Historical Graphs

Total Assets Over Time

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

$16,409,043$8,204,522$0199920132024YearValue
$3,601,434Latest year 2024

Participants Over Time

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

420199920132024YearValue
3Latest 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
202413$3,601,434$103,417$34,472iApproximate average salary by contribution assumption: employee only about $861,808 at 4% or $574,539 at 6%; with 50% employer match about $574,539 at 4% or $383,026 at 6%; with 100% employer match about $430,904 at 4% or $287,269 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$3,601,434$103,417$34,472iApproximate average salary by contribution assumption: employee only about $861,808 at 4% or $574,539 at 6%; with 50% employer match about $574,539 at 4% or $383,026 at 6%; with 100% employer match about $430,904 at 4% or $287,269 at 6%.
202313$3,168,326$101,500$33,833iApproximate average salary by contribution assumption: employee only about $845,833 at 4% or $563,889 at 6%; with 50% employer match about $563,889 at 4% or $375,926 at 6%; with 100% employer match about $422,917 at 4% or $281,944 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$3,168,326$101,500$33,833iApproximate average salary by contribution assumption: employee only about $845,833 at 4% or $563,889 at 6%; with 50% employer match about $563,889 at 4% or $375,926 at 6%; with 100% employer match about $422,917 at 4% or $281,944 at 6%.
202213$2,594,139$99,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$2,594,139$99,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
202113$2,849,253$82,252$27,417iApproximate average salary by contribution assumption: employee only about $685,433 at 4% or $456,956 at 6%; with 50% employer match about $456,956 at 4% or $304,637 at 6%; with 100% employer match about $342,717 at 4% or $228,478 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$2,849,253$82,252$27,417iApproximate average salary by contribution assumption: employee only about $685,433 at 4% or $456,956 at 6%; with 50% employer match about $456,956 at 4% or $304,637 at 6%; with 100% employer match about $342,717 at 4% or $228,478 at 6%.
202013$2,360,893$70,052$23,351iApproximate average salary by contribution assumption: employee only about $583,767 at 4% or $389,178 at 6%; with 50% employer match about $389,178 at 4% or $259,452 at 6%; with 100% employer match about $291,883 at 4% or $194,589 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$2,360,893$70,052$23,351iApproximate average salary by contribution assumption: employee only about $583,767 at 4% or $389,178 at 6%; with 50% employer match about $389,178 at 4% or $259,452 at 6%; with 100% employer match about $291,883 at 4% or $194,589 at 6%.
201913$3,098,975$90,430$30,143iApproximate average salary by contribution assumption: employee only about $753,583 at 4% or $502,389 at 6%; with 50% employer match about $502,389 at 4% or $334,926 at 6%; with 100% employer match about $376,792 at 4% or $251,194 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$3,098,975$90,430$30,143iApproximate average salary by contribution assumption: employee only about $753,583 at 4% or $502,389 at 6%; with 50% employer match about $502,389 at 4% or $334,926 at 6%; with 100% employer match about $376,792 at 4% or $251,194 at 6%.
201813$2,857,914$70,500$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$2,857,914$70,500$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
201714$8,681,478$104,189$26,047iApproximate average salary by contribution assumption: employee only about $651,181 at 4% or $434,121 at 6%; with 50% employer match about $434,121 at 4% or $289,414 at 6%; with 100% employer match about $325,591 at 4% or $217,060 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-4$8,681,478$104,189$26,047iApproximate average salary by contribution assumption: employee only about $651,181 at 4% or $434,121 at 6%; with 50% employer match about $434,121 at 4% or $289,414 at 6%; with 100% employer match about $325,591 at 4% or $217,060 at 6%.
201623$16,409,043$0-
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$8,204,789--
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$8,204,254--
201514$8,127,718$97,339$24,335iApproximate average salary by contribution assumption: employee only about $608,369 at 4% or $405,579 at 6%; with 50% employer match about $405,579 at 4% or $270,386 at 6%; with 100% employer match about $304,184 at 4% or $202,790 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-4$8,127,718$97,339$24,335iApproximate average salary by contribution assumption: employee only about $608,369 at 4% or $405,579 at 6%; with 50% employer match about $405,579 at 4% or $270,386 at 6%; with 100% employer match about $304,184 at 4% or $202,790 at 6%.
201414$7,710,205$104,435$26,109iApproximate average salary by contribution assumption: employee only about $652,719 at 4% or $435,146 at 6%; with 50% employer match about $435,146 at 4% or $290,097 at 6%; with 100% employer match about $326,359 at 4% or $217,573 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-4$7,710,205$104,435$26,109iApproximate average salary by contribution assumption: employee only about $652,719 at 4% or $435,146 at 6%; with 50% employer match about $435,146 at 4% or $290,097 at 6%; with 100% employer match about $326,359 at 4% or $217,573 at 6%.
201312$6,757,145$97,749$48,875iApproximate average salary by contribution assumption: employee only about $1,221,863 at 4% or $814,575 at 6%; with 50% employer match about $814,575 at 4% or $543,050 at 6%; with 100% employer match about $610,931 at 4% or $407,288 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-2$6,757,145$97,749$48,875iApproximate average salary by contribution assumption: employee only about $1,221,863 at 4% or $814,575 at 6%; with 50% employer match about $814,575 at 4% or $543,050 at 6%; with 100% employer match about $610,931 at 4% or $407,288 at 6%.
201214$6,963,967$96,529$24,132iApproximate average salary by contribution assumption: employee only about $603,306 at 4% or $402,204 at 6%; with 50% employer match about $402,204 at 4% or $268,136 at 6%; with 100% employer match about $301,653 at 4% or $201,102 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-4$6,963,967$96,529$24,132iApproximate average salary by contribution assumption: employee only about $603,306 at 4% or $402,204 at 6%; with 50% employer match about $402,204 at 4% or $268,136 at 6%; with 100% employer match about $301,653 at 4% or $201,102 at 6%.
201114$7,426,700$96,468$24,117iApproximate average salary by contribution assumption: employee only about $602,925 at 4% or $401,950 at 6%; with 50% employer match about $401,950 at 4% or $267,967 at 6%; with 100% employer match about $301,463 at 4% or $200,975 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-4$7,426,700$96,468$24,117iApproximate average salary by contribution assumption: employee only about $602,925 at 4% or $401,950 at 6%; with 50% employer match about $401,950 at 4% or $267,967 at 6%; with 100% employer match about $301,463 at 4% or $200,975 at 6%.
201014$7,011,101$90,314$22,579iApproximate average salary by contribution assumption: employee only about $564,463 at 4% or $376,308 at 6%; with 50% employer match about $376,308 at 4% or $250,872 at 6%; with 100% employer match about $282,231 at 4% or $188,154 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-4$7,011,101$90,314$22,579iApproximate average salary by contribution assumption: employee only about $564,463 at 4% or $376,308 at 6%; with 50% employer match about $376,308 at 4% or $250,872 at 6%; with 100% employer match about $282,231 at 4% or $188,154 at 6%.
200914$6,900,435$96,212$24,053iApproximate average salary by contribution assumption: employee only about $601,325 at 4% or $400,883 at 6%; with 50% employer match about $400,883 at 4% or $267,256 at 6%; with 100% employer match about $300,663 at 4% or $200,442 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-4$6,900,435$96,212$24,053iApproximate average salary by contribution assumption: employee only about $601,325 at 4% or $400,883 at 6%; with 50% employer match about $400,883 at 4% or $267,256 at 6%; with 100% employer match about $300,663 at 4% or $200,442 at 6%.
200810$0$0-
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-0---
200713$0$0-
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3---
200610$3,605,038$82,908-
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-0$3,605,038$82,908-
200513$1,012,776$46,335$15,445iApproximate average salary by contribution assumption: employee only about $386,125 at 4% or $257,417 at 6%; with 50% employer match about $257,417 at 4% or $171,611 at 6%; with 100% employer match about $193,063 at 4% or $128,708 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$1,012,776$46,335$15,445iApproximate average salary by contribution assumption: employee only about $386,125 at 4% or $257,417 at 6%; with 50% employer match about $257,417 at 4% or $171,611 at 6%; with 100% employer match about $193,063 at 4% or $128,708 at 6%.
200413$785,396$32,461$10,820iApproximate average salary by contribution assumption: employee only about $270,508 at 4% or $180,339 at 6%; with 50% employer match about $180,339 at 4% or $120,226 at 6%; with 100% employer match about $135,254 at 4% or $90,169 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$785,396$32,461$10,820iApproximate average salary by contribution assumption: employee only about $270,508 at 4% or $180,339 at 6%; with 50% employer match about $180,339 at 4% or $120,226 at 6%; with 100% employer match about $135,254 at 4% or $90,169 at 6%.
200313$244,294$33,391$11,130iApproximate average salary by contribution assumption: employee only about $278,258 at 4% or $185,506 at 6%; with 50% employer match about $185,506 at 4% or $123,670 at 6%; with 100% employer match about $139,129 at 4% or $92,753 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$244,294$33,391$11,130iApproximate average salary by contribution assumption: employee only about $278,258 at 4% or $185,506 at 6%; with 50% employer match about $185,506 at 4% or $123,670 at 6%; with 100% employer match about $139,129 at 4% or $92,753 at 6%.
200213$197,258$37,690$12,563iApproximate average salary by contribution assumption: employee only about $314,083 at 4% or $209,389 at 6%; with 50% employer match about $209,389 at 4% or $139,593 at 6%; with 100% employer match about $157,042 at 4% or $104,694 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$197,258$37,690$12,563iApproximate average salary by contribution assumption: employee only about $314,083 at 4% or $209,389 at 6%; with 50% employer match about $209,389 at 4% or $139,593 at 6%; with 100% employer match about $157,042 at 4% or $104,694 at 6%.
200113$0$0-
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3---
200013$207,826$30,681$10,227iApproximate average salary by contribution assumption: employee only about $255,675 at 4% or $170,450 at 6%; with 50% employer match about $170,450 at 4% or $113,633 at 6%; with 100% employer match about $127,838 at 4% or $85,225 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$207,826$30,681$10,227iApproximate average salary by contribution assumption: employee only about $255,675 at 4% or $170,450 at 6%; with 50% employer match about $170,450 at 4% or $113,633 at 6%; with 100% employer match about $127,838 at 4% or $85,225 at 6%.
199913$196,327$35,637$11,879iApproximate average salary by contribution assumption: employee only about $296,975 at 4% or $197,983 at 6%; with 50% employer match about $197,983 at 4% or $131,989 at 6%; with 100% employer match about $148,488 at 4% or $98,992 at 6%.
Pete Dailey & Associates Inc Employees Profit Sharing Plan & Trust-3$196,327$35,637$11,879iApproximate average salary by contribution assumption: employee only about $296,975 at 4% or $197,983 at 6%; with 50% employer match about $197,983 at 4% or $131,989 at 6%; with 100% employer match about $148,488 at 4% or $98,992 at 6%.