Civic Intelligence

Global Financial Services, L.L.C.

Plan context: Global Financial Services LLC 401(K) Retirement Plan

EIN 76-0454974 • Houston, TX • 27 filings • 5 plans

1330 Post Oak Blvd., Suite 2100Houston, TX 77056
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$8,614,818

2024 Contributions

$503,674

Historical Graphs

Total Assets Over Time

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

$9,073,734$4,536,867$0199920112024YearValue
$8,614,818Latest year 2024

Participants Over Time

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

29150199920112024YearValue
26Latest 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
2024126$8,614,818$503,674$19,372iApproximate average salary by contribution assumption: employee only about $484,302 at 4% or $322,868 at 6%; with 50% employer match about $322,868 at 4% or $215,245 at 6%; with 100% employer match about $242,151 at 4% or $161,434 at 6%.
Global Financial Services LLC 401(K) Retirement Plan-26$8,614,818$503,674$19,372iApproximate average salary by contribution assumption: employee only about $484,302 at 4% or $322,868 at 6%; with 50% employer match about $322,868 at 4% or $215,245 at 6%; with 100% employer match about $242,151 at 4% or $161,434 at 6%.
2023126$8,795,055$430,914$16,574iApproximate average salary by contribution assumption: employee only about $414,340 at 4% or $276,227 at 6%; with 50% employer match about $276,227 at 4% or $184,151 at 6%; with 100% employer match about $207,170 at 4% or $138,113 at 6%.
Global Financial Services LLC 401(K) Retirement Plan-26$8,795,055$430,914$16,574iApproximate average salary by contribution assumption: employee only about $414,340 at 4% or $276,227 at 6%; with 50% employer match about $276,227 at 4% or $184,151 at 6%; with 100% employer match about $207,170 at 4% or $138,113 at 6%.
2022126$7,656,973$529,701$20,373iApproximate average salary by contribution assumption: employee only about $509,328 at 4% or $339,552 at 6%; with 50% employer match about $339,552 at 4% or $226,368 at 6%; with 100% employer match about $254,664 at 4% or $169,776 at 6%.
Global Financial Services LLC 401(K) Retirement Plan-26$7,656,973$529,701$20,373iApproximate average salary by contribution assumption: employee only about $509,328 at 4% or $339,552 at 6%; with 50% employer match about $339,552 at 4% or $226,368 at 6%; with 100% employer match about $254,664 at 4% or $169,776 at 6%.
2021129$9,073,734$555,899$19,169iApproximate average salary by contribution assumption: employee only about $479,223 at 4% or $319,482 at 6%; with 50% employer match about $319,482 at 4% or $212,988 at 6%; with 100% employer match about $239,612 at 4% or $159,741 at 6%.
Global Financial Services LLC 401(K) Retirement Plan-29$9,073,734$555,899$19,169iApproximate average salary by contribution assumption: employee only about $479,223 at 4% or $319,482 at 6%; with 50% employer match about $319,482 at 4% or $212,988 at 6%; with 100% employer match about $239,612 at 4% or $159,741 at 6%.
2020129$7,066,336$543,972$18,758iApproximate average salary by contribution assumption: employee only about $468,941 at 4% or $312,628 at 6%; with 50% employer match about $312,628 at 4% or $208,418 at 6%; with 100% employer match about $234,471 at 4% or $156,314 at 6%.
Global Financial Services LLC 401(K) Retirement Plan-29$7,066,336$543,972$18,758iApproximate average salary by contribution assumption: employee only about $468,941 at 4% or $312,628 at 6%; with 50% employer match about $312,628 at 4% or $208,418 at 6%; with 100% employer match about $234,471 at 4% or $156,314 at 6%.
2019228$5,194,052$703,465$25,124iApproximate average salary by contribution assumption: employee only about $628,094 at 4% or $418,729 at 6%; with 50% employer match about $418,729 at 4% or $279,153 at 6%; with 100% employer match about $314,047 at 4% or $209,365 at 6%.
Global Financial Services LLC 401(K) Retirement Plan-28$5,149,478$659,027$23,537iApproximate average salary by contribution assumption: employee only about $588,417 at 4% or $392,278 at 6%; with 50% employer match about $392,278 at 4% or $261,519 at 6%; with 100% employer match about $294,208 at 4% or $196,139 at 6%.
Global Financial Services LLC 401(K) Retirement Plan-28$44,574$44,438$1,587iApproximate average salary by contribution assumption: employee only about $39,677 at 4% or $26,451 at 6%; with 50% employer match about $26,451 at 4% or $17,634 at 6%; with 100% employer match about $19,838 at 4% or $13,226 at 6%.
2018126$3,606,810$364,914$14,035iApproximate average salary by contribution assumption: employee only about $350,879 at 4% or $233,919 at 6%; with 50% employer match about $233,919 at 4% or $155,946 at 6%; with 100% employer match about $175,439 at 4% or $116,960 at 6%.
Global Financial Services LLC 401(K) Retirement Plan-26$3,606,810$364,914$14,035iApproximate average salary by contribution assumption: employee only about $350,879 at 4% or $233,919 at 6%; with 50% employer match about $233,919 at 4% or $155,946 at 6%; with 100% employer match about $175,439 at 4% or $116,960 at 6%.
2017126$3,476,056$42,058$1,618iApproximate average salary by contribution assumption: employee only about $40,440 at 4% or $26,960 at 6%; with 50% employer match about $26,960 at 4% or $17,974 at 6%; with 100% employer match about $20,220 at 4% or $13,480 at 6%.
Global Financial Services LLC 401(K) Retirement Plan-26$3,476,056$42,058$1,618iApproximate average salary by contribution assumption: employee only about $40,440 at 4% or $26,960 at 6%; with 50% employer match about $26,960 at 4% or $17,974 at 6%; with 100% employer match about $20,220 at 4% or $13,480 at 6%.
201610$0$79,514-
Global Financial Services, L.L.C. 401K Plan-0$0$79,514-
2015129$1,892,649$1,136,666$39,195iApproximate average salary by contribution assumption: employee only about $979,884 at 4% or $653,256 at 6%; with 50% employer match about $653,256 at 4% or $435,504 at 6%; with 100% employer match about $489,942 at 4% or $326,628 at 6%.
Global Financial Services, L.L.C. 401K Plan-29$1,892,649$1,136,666$39,195iApproximate average salary by contribution assumption: employee only about $979,884 at 4% or $653,256 at 6%; with 50% employer match about $653,256 at 4% or $435,504 at 6%; with 100% employer match about $489,942 at 4% or $326,628 at 6%.
2014126$4,635,710$251,316$9,666iApproximate average salary by contribution assumption: employee only about $241,650 at 4% or $161,100 at 6%; with 50% employer match about $161,100 at 4% or $107,400 at 6%; with 100% employer match about $120,825 at 4% or $80,550 at 6%.
Global Financial Services, L.L.C. 401K Plan-26$4,635,710$251,316$9,666iApproximate average salary by contribution assumption: employee only about $241,650 at 4% or $161,100 at 6%; with 50% employer match about $161,100 at 4% or $107,400 at 6%; with 100% employer match about $120,825 at 4% or $80,550 at 6%.
2013127$4,274,655$351,173$13,006iApproximate average salary by contribution assumption: employee only about $325,160 at 4% or $216,773 at 6%; with 50% employer match about $216,773 at 4% or $144,516 at 6%; with 100% employer match about $162,580 at 4% or $108,387 at 6%.
Global Financial Services, L.L.C. 401K Plan-27$4,274,655$351,173$13,006iApproximate average salary by contribution assumption: employee only about $325,160 at 4% or $216,773 at 6%; with 50% employer match about $216,773 at 4% or $144,516 at 6%; with 100% employer match about $162,580 at 4% or $108,387 at 6%.
2012125$3,709,110$260,922$10,437iApproximate average salary by contribution assumption: employee only about $260,922 at 4% or $173,948 at 6%; with 50% employer match about $173,948 at 4% or $115,965 at 6%; with 100% employer match about $130,461 at 4% or $86,974 at 6%.
Global Financial Services, L.L.C. 401K Plan-25$3,709,110$260,922$10,437iApproximate average salary by contribution assumption: employee only about $260,922 at 4% or $173,948 at 6%; with 50% employer match about $173,948 at 4% or $115,965 at 6%; with 100% employer match about $130,461 at 4% or $86,974 at 6%.
2011123$3,311,503$227,177$9,877iApproximate average salary by contribution assumption: employee only about $246,932 at 4% or $164,621 at 6%; with 50% employer match about $164,621 at 4% or $109,747 at 6%; with 100% employer match about $123,466 at 4% or $82,311 at 6%.
Global Financial Services, L.L.C. 401K Plan-23$3,311,503$227,177$9,877iApproximate average salary by contribution assumption: employee only about $246,932 at 4% or $164,621 at 6%; with 50% employer match about $164,621 at 4% or $109,747 at 6%; with 100% employer match about $123,466 at 4% or $82,311 at 6%.
2010125$3,079,018$233,870$9,355iApproximate average salary by contribution assumption: employee only about $233,870 at 4% or $155,913 at 6%; with 50% employer match about $155,913 at 4% or $103,942 at 6%; with 100% employer match about $116,935 at 4% or $77,957 at 6%.
Global Financial Services, L.L.C. 401K Plan-25$3,079,018$233,870$9,355iApproximate average salary by contribution assumption: employee only about $233,870 at 4% or $155,913 at 6%; with 50% employer match about $155,913 at 4% or $103,942 at 6%; with 100% employer match about $116,935 at 4% or $77,957 at 6%.
2009125$2,524,924$349,206$13,968iApproximate average salary by contribution assumption: employee only about $349,206 at 4% or $232,804 at 6%; with 50% employer match about $232,804 at 4% or $155,203 at 6%; with 100% employer match about $174,603 at 4% or $116,402 at 6%.
Global Financial Services, L.L.C. 401K Plan-25$2,524,924$349,206$13,968iApproximate average salary by contribution assumption: employee only about $349,206 at 4% or $232,804 at 6%; with 50% employer match about $232,804 at 4% or $155,203 at 6%; with 100% employer match about $174,603 at 4% or $116,402 at 6%.
2008127$1,723,110$236,331$8,753iApproximate average salary by contribution assumption: employee only about $218,825 at 4% or $145,883 at 6%; with 50% employer match about $145,883 at 4% or $97,256 at 6%; with 100% employer match about $109,413 at 4% or $72,942 at 6%.
Global Financial Services, L.L.C. 401K Plan-27$1,723,110$236,331$8,753iApproximate average salary by contribution assumption: employee only about $218,825 at 4% or $145,883 at 6%; with 50% employer match about $145,883 at 4% or $97,256 at 6%; with 100% employer match about $109,413 at 4% or $72,942 at 6%.
2007128$2,526,227$230,008$8,215iApproximate average salary by contribution assumption: employee only about $205,364 at 4% or $136,910 at 6%; with 50% employer match about $136,910 at 4% or $91,273 at 6%; with 100% employer match about $102,682 at 4% or $68,455 at 6%.
Global Financial Services, L.L.C. 401K Plan-28$2,526,227$230,008$8,215iApproximate average salary by contribution assumption: employee only about $205,364 at 4% or $136,910 at 6%; with 50% employer match about $136,910 at 4% or $91,273 at 6%; with 100% employer match about $102,682 at 4% or $68,455 at 6%.
2006127$2,201,674$192,619$7,134iApproximate average salary by contribution assumption: employee only about $178,351 at 4% or $118,901 at 6%; with 50% employer match about $118,901 at 4% or $79,267 at 6%; with 100% employer match about $89,175 at 4% or $59,450 at 6%.
Global Financial Services, L.L.C. 401K Plan-27$2,201,674$192,619$7,134iApproximate average salary by contribution assumption: employee only about $178,351 at 4% or $118,901 at 6%; with 50% employer match about $118,901 at 4% or $79,267 at 6%; with 100% employer match about $89,175 at 4% or $59,450 at 6%.
2005123$1,767,546$192,577$8,373iApproximate average salary by contribution assumption: employee only about $209,323 at 4% or $139,549 at 6%; with 50% employer match about $139,549 at 4% or $93,032 at 6%; with 100% employer match about $104,661 at 4% or $69,774 at 6%.
Global Financial Services, L.L.C. 401K Plan-23$1,767,546$192,577$8,373iApproximate average salary by contribution assumption: employee only about $209,323 at 4% or $139,549 at 6%; with 50% employer match about $139,549 at 4% or $93,032 at 6%; with 100% employer match about $104,661 at 4% or $69,774 at 6%.
2004121$1,451,045$153,289$7,299iApproximate average salary by contribution assumption: employee only about $182,487 at 4% or $121,658 at 6%; with 50% employer match about $121,658 at 4% or $81,105 at 6%; with 100% employer match about $91,243 at 4% or $60,829 at 6%.
Global Financial Services, L.L.C. 401K Plan-21$1,451,045$153,289$7,299iApproximate average salary by contribution assumption: employee only about $182,487 at 4% or $121,658 at 6%; with 50% employer match about $121,658 at 4% or $81,105 at 6%; with 100% employer match about $91,243 at 4% or $60,829 at 6%.
2003119$1,365,880$144,717$7,617iApproximate average salary by contribution assumption: employee only about $190,417 at 4% or $126,945 at 6%; with 50% employer match about $126,945 at 4% or $84,630 at 6%; with 100% employer match about $95,209 at 4% or $63,472 at 6%.
Global Financial Services, L.L.C. 401K Plan-19$1,365,880$144,717$7,617iApproximate average salary by contribution assumption: employee only about $190,417 at 4% or $126,945 at 6%; with 50% employer match about $126,945 at 4% or $84,630 at 6%; with 100% employer match about $95,209 at 4% or $63,472 at 6%.
2002120$990,530$134,868$6,743iApproximate average salary by contribution assumption: employee only about $168,585 at 4% or $112,390 at 6%; with 50% employer match about $112,390 at 4% or $74,927 at 6%; with 100% employer match about $84,293 at 4% or $56,195 at 6%.
Global Financial Services, L.L.C. 401K Plan-20$990,530$134,868$6,743iApproximate average salary by contribution assumption: employee only about $168,585 at 4% or $112,390 at 6%; with 50% employer match about $112,390 at 4% or $74,927 at 6%; with 100% employer match about $84,293 at 4% or $56,195 at 6%.
2001119$1,026,767$117,467$6,182iApproximate average salary by contribution assumption: employee only about $154,562 at 4% or $103,041 at 6%; with 50% employer match about $103,041 at 4% or $68,694 at 6%; with 100% employer match about $77,281 at 4% or $51,521 at 6%.
Global Financial Services, L.L.C. 401K Plan-19$1,026,767$117,467$6,182iApproximate average salary by contribution assumption: employee only about $154,562 at 4% or $103,041 at 6%; with 50% employer match about $103,041 at 4% or $68,694 at 6%; with 100% employer match about $77,281 at 4% or $51,521 at 6%.
2000120$974,264$119,312$5,966iApproximate average salary by contribution assumption: employee only about $149,140 at 4% or $99,427 at 6%; with 50% employer match about $99,427 at 4% or $66,284 at 6%; with 100% employer match about $74,570 at 4% or $49,713 at 6%.
Global Financial Services, L.L.C. 401K Plan-20$974,264$119,312$5,966iApproximate average salary by contribution assumption: employee only about $149,140 at 4% or $99,427 at 6%; with 50% employer match about $99,427 at 4% or $66,284 at 6%; with 100% employer match about $74,570 at 4% or $49,713 at 6%.
1999118$1,125,408$115,640$6,424iApproximate average salary by contribution assumption: employee only about $160,611 at 4% or $107,074 at 6%; with 50% employer match about $107,074 at 4% or $71,383 at 6%; with 100% employer match about $80,306 at 4% or $53,537 at 6%.
Global Financial Services, L.L.C. 401K Plan-18$1,125,408$115,640$6,424iApproximate average salary by contribution assumption: employee only about $160,611 at 4% or $107,074 at 6%; with 50% employer match about $107,074 at 4% or $71,383 at 6%; with 100% employer match about $80,306 at 4% or $53,537 at 6%.