Civic Intelligence

James M. Lassiter, III PC.

Plan context: James M. Lassiter, III PC. Defined Benefit Pension Plan

EIN 76-0487325 • Houston, TX • 39 filings • 7 plans

3120 Southwest Fwy Ste 650Houston, TX 77098
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$10,057,155

2024 Contributions

$209,866

Historical Graphs

Total Assets Over Time

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

$10,057,155$5,028,578$0199920142024YearValue
$10,057,155Latest year 2024

Participants Over Time

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

23120199920132024YearValue
23Latest 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
2024223$10,057,155$209,866$9,125iApproximate average salary by contribution assumption: employee only about $228,115 at 4% or $152,077 at 6%; with 50% employer match about $152,077 at 4% or $101,385 at 6%; with 100% employer match about $114,058 at 4% or $76,038 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-23$7,358,165$0-
James M Lassiter, III PC. Safe Harbor 401(K) Plan-23$2,698,990$209,866$9,125iApproximate average salary by contribution assumption: employee only about $228,115 at 4% or $152,077 at 6%; with 50% employer match about $152,077 at 4% or $101,385 at 6%; with 100% employer match about $114,058 at 4% or $76,038 at 6%.
2023220$8,213,398$190,940$9,547iApproximate average salary by contribution assumption: employee only about $238,675 at 4% or $159,117 at 6%; with 50% employer match about $159,117 at 4% or $106,078 at 6%; with 100% employer match about $119,338 at 4% or $79,558 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-20$5,890,596$0-
James M Lassiter, III PC. Safe Harbor 401(K) Plan-20$2,322,802$190,940$9,547iApproximate average salary by contribution assumption: employee only about $238,675 at 4% or $159,117 at 6%; with 50% employer match about $159,117 at 4% or $106,078 at 6%; with 100% employer match about $119,338 at 4% or $79,558 at 6%.
2022219$6,848,130$177,726$9,354iApproximate average salary by contribution assumption: employee only about $233,850 at 4% or $155,900 at 6%; with 50% employer match about $155,900 at 4% or $103,933 at 6%; with 100% employer match about $116,925 at 4% or $77,950 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-18$4,985,156$0-
James M Lassiter, III PC. Safe Harbor 401(K) Plan-19$1,862,974$177,726$9,354iApproximate average salary by contribution assumption: employee only about $233,850 at 4% or $155,900 at 6%; with 50% employer match about $155,900 at 4% or $103,933 at 6%; with 100% employer match about $116,925 at 4% or $77,950 at 6%.
2021220$8,263,938$159,904$7,995iApproximate average salary by contribution assumption: employee only about $199,880 at 4% or $133,253 at 6%; with 50% employer match about $133,253 at 4% or $88,836 at 6%; with 100% employer match about $99,940 at 4% or $66,627 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-20$6,202,744$0-
James M Lassiter, III PC. Safe Harbor 401(K) Plan-19$2,061,194$159,904$8,416iApproximate average salary by contribution assumption: employee only about $210,400 at 4% or $140,267 at 6%; with 50% employer match about $140,267 at 4% or $93,511 at 6%; with 100% employer match about $105,200 at 4% or $70,133 at 6%.
2020114$5,642,795$0-
James M. Lassiter, III PC. Defined Benefit Pension Plan-14$5,642,795$0-
2019117$5,104,373$0-
James M. Lassiter, III PC. Defined Benefit Pension Plan-17$5,104,373$0-
2018215$5,174,641$83,923$5,595iApproximate average salary by contribution assumption: employee only about $139,872 at 4% or $93,248 at 6%; with 50% employer match about $93,248 at 4% or $62,165 at 6%; with 100% employer match about $69,936 at 4% or $46,624 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-15$4,173,206$0-
James M Lassiter, III PC. Safe Harbor 401(K) Plan-11$1,001,435$83,923$7,629iApproximate average salary by contribution assumption: employee only about $190,734 at 4% or $127,156 at 6%; with 50% employer match about $127,156 at 4% or $84,771 at 6%; with 100% employer match about $95,367 at 4% or $63,578 at 6%.
2017214$5,466,322$201,992$14,428iApproximate average salary by contribution assumption: employee only about $360,700 at 4% or $240,467 at 6%; with 50% employer match about $240,467 at 4% or $160,311 at 6%; with 100% employer match about $180,350 at 4% or $120,233 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-14$4,434,509$128,000$9,143iApproximate average salary by contribution assumption: employee only about $228,571 at 4% or $152,381 at 6%; with 50% employer match about $152,381 at 4% or $101,587 at 6%; with 100% employer match about $114,286 at 4% or $76,190 at 6%.
James M Lassiter, III PC. Safe Harbor 401(K) Plan-4$1,031,813$73,992$18,498iApproximate average salary by contribution assumption: employee only about $462,450 at 4% or $308,300 at 6%; with 50% employer match about $308,300 at 4% or $205,533 at 6%; with 100% employer match about $231,225 at 4% or $154,150 at 6%.
2016215$4,607,559$423,807$28,254iApproximate average salary by contribution assumption: employee only about $706,345 at 4% or $470,897 at 6%; with 50% employer match about $470,897 at 4% or $313,931 at 6%; with 100% employer match about $353,173 at 4% or $235,448 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-15$3,766,398$350,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
James M Lassiter, III PC. Safe Harbor 401(K) Plan-5$841,161$73,807$14,761iApproximate average salary by contribution assumption: employee only about $369,035 at 4% or $246,023 at 6%; with 50% employer match about $246,023 at 4% or $164,016 at 6%; with 100% employer match about $184,518 at 4% or $123,012 at 6%.
2015215$3,914,701$462,959$30,864iApproximate average salary by contribution assumption: employee only about $771,598 at 4% or $514,399 at 6%; with 50% employer match about $514,399 at 4% or $342,933 at 6%; with 100% employer match about $385,799 at 4% or $257,199 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-15$3,238,316$400,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
James M Lassiter, III PC. Safe Harbor 401(K) Plan-5$676,385$62,959$12,592iApproximate average salary by contribution assumption: employee only about $314,795 at 4% or $209,863 at 6%; with 50% employer match about $209,863 at 4% or $139,909 at 6%; with 100% employer match about $157,398 at 4% or $104,932 at 6%.
2014214$3,417,547$546,297$39,021iApproximate average salary by contribution assumption: employee only about $975,530 at 4% or $650,354 at 6%; with 50% employer match about $650,354 at 4% or $433,569 at 6%; with 100% employer match about $487,765 at 4% or $325,177 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-14$2,788,409$495,000$35,357iApproximate average salary by contribution assumption: employee only about $883,929 at 4% or $589,286 at 6%; with 50% employer match about $589,286 at 4% or $392,857 at 6%; with 100% employer match about $441,964 at 4% or $294,643 at 6%.
James M Lassiter, III PC. Safe Harbor 401(K) Plan-5$629,138$51,297$10,259iApproximate average salary by contribution assumption: employee only about $256,485 at 4% or $170,990 at 6%; with 50% employer match about $170,990 at 4% or $113,993 at 6%; with 100% employer match about $128,243 at 4% or $85,495 at 6%.
2013115$2,081,421$450,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-15$2,081,421$450,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
2012114$1,390,460$275,000$19,643iApproximate average salary by contribution assumption: employee only about $491,071 at 4% or $327,381 at 6%; with 50% employer match about $327,381 at 4% or $218,254 at 6%; with 100% employer match about $245,536 at 4% or $163,690 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-14$1,390,460$275,000$19,643iApproximate average salary by contribution assumption: employee only about $491,071 at 4% or $327,381 at 6%; with 50% employer match about $327,381 at 4% or $218,254 at 6%; with 100% employer match about $245,536 at 4% or $163,690 at 6%.
2011213$1,398,992$267,919$20,609iApproximate average salary by contribution assumption: employee only about $515,229 at 4% or $343,486 at 6%; with 50% employer match about $343,486 at 4% or $228,991 at 6%; with 100% employer match about $257,614 at 4% or $171,743 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-13$1,035,714$235,000$18,077iApproximate average salary by contribution assumption: employee only about $451,923 at 4% or $301,282 at 6%; with 50% employer match about $301,282 at 4% or $200,855 at 6%; with 100% employer match about $225,962 at 4% or $150,641 at 6%.
James M Lassiter, III PC. Safe Harbor 401(K) Plan-5$363,278$32,919$6,584iApproximate average salary by contribution assumption: employee only about $164,595 at 4% or $109,730 at 6%; with 50% employer match about $109,730 at 4% or $73,153 at 6%; with 100% employer match about $82,298 at 4% or $54,865 at 6%.
201029$1,160,953$233,783$25,976iApproximate average salary by contribution assumption: employee only about $649,397 at 4% or $432,931 at 6%; with 50% employer match about $432,931 at 4% or $288,621 at 6%; with 100% employer match about $324,699 at 4% or $216,466 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-9$827,350$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
James M Lassiter, III PC. Safe Harbor 401(K) Plan-5$333,603$33,783$6,757iApproximate average salary by contribution assumption: employee only about $168,915 at 4% or $112,610 at 6%; with 50% employer match about $112,610 at 4% or $75,073 at 6%; with 100% employer match about $84,458 at 4% or $56,305 at 6%.
2009211$843,941$265,835$24,167iApproximate average salary by contribution assumption: employee only about $604,170 at 4% or $402,780 at 6%; with 50% employer match about $402,780 at 4% or $268,520 at 6%; with 100% employer match about $302,085 at 4% or $201,390 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-4$578,996$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
James M Lassiter, III PC. Safe Harbor 401(K) Plan-11$264,945$65,835$5,985iApproximate average salary by contribution assumption: employee only about $149,625 at 4% or $99,750 at 6%; with 50% employer match about $99,750 at 4% or $66,500 at 6%; with 100% employer match about $74,813 at 4% or $49,875 at 6%.
200829$449,022$139,077$15,453iApproximate average salary by contribution assumption: employee only about $386,325 at 4% or $257,550 at 6%; with 50% employer match about $257,550 at 4% or $171,700 at 6%; with 100% employer match about $193,163 at 4% or $128,775 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-4$298,323$109,140$27,285iApproximate average salary by contribution assumption: employee only about $682,125 at 4% or $454,750 at 6%; with 50% employer match about $454,750 at 4% or $303,167 at 6%; with 100% employer match about $341,063 at 4% or $227,375 at 6%.
James M Lassiter, III PC. Safe Harbor 401(K) Plan-9$150,699$29,937$3,326iApproximate average salary by contribution assumption: employee only about $83,158 at 4% or $55,439 at 6%; with 50% employer match about $55,439 at 4% or $36,959 at 6%; with 100% employer match about $41,579 at 4% or $27,719 at 6%.
2007211$192,009$29,786$2,708iApproximate average salary by contribution assumption: employee only about $67,695 at 4% or $45,130 at 6%; with 50% employer match about $45,130 at 4% or $30,087 at 6%; with 100% employer match about $33,848 at 4% or $22,565 at 6%.
James M Lassiter, III PC. Safe Harbor 401(K) Plan-11$192,009$29,786$2,708iApproximate average salary by contribution assumption: employee only about $67,695 at 4% or $45,130 at 6%; with 50% employer match about $45,130 at 4% or $30,087 at 6%; with 100% employer match about $33,848 at 4% or $22,565 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-4---
200628$416,894$150,305$18,788iApproximate average salary by contribution assumption: employee only about $469,703 at 4% or $313,135 at 6%; with 50% employer match about $313,135 at 4% or $208,757 at 6%; with 100% employer match about $234,852 at 4% or $156,568 at 6%.
James M. Lassiter, III PC. Defined Benefit Pension Plan-3$247,801$132,409$44,136iApproximate average salary by contribution assumption: employee only about $1,103,408 at 4% or $735,606 at 6%; with 50% employer match about $735,606 at 4% or $490,404 at 6%; with 100% employer match about $551,704 at 4% or $367,803 at 6%.
James M Lassiter, III PC. Safe Harbor 401(K) Plan-8$169,093$17,896$2,237iApproximate average salary by contribution assumption: employee only about $55,925 at 4% or $37,283 at 6%; with 50% employer match about $37,283 at 4% or $24,856 at 6%; with 100% employer match about $27,963 at 4% or $18,642 at 6%.
200313$71,522$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
James M Lassiter, III PC. Safe Harbor 401(K) Plan-3$71,522$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
200213$25,267$0-
James M Lassiter, III PC. Safe Harbor 401(K) Plan-3$25,267--
200113$0$0-
James M Lassiter, III PC. Safe Harbor 401(K) Plan-3---
200015$0$0-
James M Lassiter, III PC. Safe Harbor 401(K) Plan-5---
199915$42,619$42,619$8,524iApproximate average salary by contribution assumption: employee only about $213,095 at 4% or $142,063 at 6%; with 50% employer match about $142,063 at 4% or $94,709 at 6%; with 100% employer match about $106,547 at 4% or $71,032 at 6%.
James M Lassiter, III PC. Safe Harbor 401(K) Plan-5$42,619$42,619$8,524iApproximate average salary by contribution assumption: employee only about $213,095 at 4% or $142,063 at 6%; with 50% employer match about $142,063 at 4% or $94,709 at 6%; with 100% employer match about $106,547 at 4% or $71,032 at 6%.