Prelle Financial Group Inc.
Plan context: Prelle Financial Group Inc. Defined Benefit Pension Plan
EIN 76-0537920 • Houston, TX • 27 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$1,582,748
2025 Contributions
$44,259
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $1,582,748 | $44,259 | $6,323iApproximate average salary by contribution assumption: employee only about $158,068 at 4% or $105,379 at 6%; with 50% employer match about $105,379 at 4% or $70,252 at 6%; with 100% employer match about $79,034 at 4% or $52,689 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 7 | $1,582,748 | $44,259 | $6,323iApproximate average salary by contribution assumption: employee only about $158,068 at 4% or $105,379 at 6%; with 50% employer match about $105,379 at 4% or $70,252 at 6%; with 100% employer match about $79,034 at 4% or $52,689 at 6%. |
| 2024 | 1 | 6 | $1,399,744 | $40,683 | $6,781iApproximate average salary by contribution assumption: employee only about $169,513 at 4% or $113,008 at 6%; with 50% employer match about $113,008 at 4% or $75,339 at 6%; with 100% employer match about $84,756 at 4% or $56,504 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 6 | $1,399,744 | $40,683 | $6,781iApproximate average salary by contribution assumption: employee only about $169,513 at 4% or $113,008 at 6%; with 50% employer match about $113,008 at 4% or $75,339 at 6%; with 100% employer match about $84,756 at 4% or $56,504 at 6%. |
| 2023 | 1 | 6 | $1,272,679 | $43,143 | $7,191iApproximate average salary by contribution assumption: employee only about $179,763 at 4% or $119,842 at 6%; with 50% employer match about $119,842 at 4% or $79,894 at 6%; with 100% employer match about $89,881 at 4% or $59,921 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 6 | $1,272,679 | $43,143 | $7,191iApproximate average salary by contribution assumption: employee only about $179,763 at 4% or $119,842 at 6%; with 50% employer match about $119,842 at 4% or $79,894 at 6%; with 100% employer match about $89,881 at 4% or $59,921 at 6%. |
| 2022 | 1 | 7 | $1,318,418 | $39,683 | $5,669iApproximate average salary by contribution assumption: employee only about $141,725 at 4% or $94,483 at 6%; with 50% employer match about $94,483 at 4% or $62,989 at 6%; with 100% employer match about $70,863 at 4% or $47,242 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 7 | $1,318,418 | $39,683 | $5,669iApproximate average salary by contribution assumption: employee only about $141,725 at 4% or $94,483 at 6%; with 50% employer match about $94,483 at 4% or $62,989 at 6%; with 100% employer match about $70,863 at 4% or $47,242 at 6%. |
| 2021 | 1 | 9 | $1,502,619 | $37,730 | $4,192iApproximate average salary by contribution assumption: employee only about $104,806 at 4% or $69,870 at 6%; with 50% employer match about $69,870 at 4% or $46,580 at 6%; with 100% employer match about $52,403 at 4% or $34,935 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 9 | $1,502,619 | $37,730 | $4,192iApproximate average salary by contribution assumption: employee only about $104,806 at 4% or $69,870 at 6%; with 50% employer match about $69,870 at 4% or $46,580 at 6%; with 100% employer match about $52,403 at 4% or $34,935 at 6%. |
| 2020 | 1 | 8 | $1,338,072 | $46,895 | $5,862iApproximate average salary by contribution assumption: employee only about $146,547 at 4% or $97,698 at 6%; with 50% employer match about $97,698 at 4% or $65,132 at 6%; with 100% employer match about $73,273 at 4% or $48,849 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 8 | $1,338,072 | $46,895 | $5,862iApproximate average salary by contribution assumption: employee only about $146,547 at 4% or $97,698 at 6%; with 50% employer match about $97,698 at 4% or $65,132 at 6%; with 100% employer match about $73,273 at 4% or $48,849 at 6%. |
| 2019 | 1 | 9 | $1,178,226 | $52,970 | $5,886iApproximate average salary by contribution assumption: employee only about $147,139 at 4% or $98,093 at 6%; with 50% employer match about $98,093 at 4% or $65,395 at 6%; with 100% employer match about $73,569 at 4% or $49,046 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 9 | $1,178,226 | $52,970 | $5,886iApproximate average salary by contribution assumption: employee only about $147,139 at 4% or $98,093 at 6%; with 50% employer match about $98,093 at 4% or $65,395 at 6%; with 100% employer match about $73,569 at 4% or $49,046 at 6%. |
| 2018 | 1 | 11 | $1,054,422 | $47,873 | $4,352iApproximate average salary by contribution assumption: employee only about $108,802 at 4% or $72,535 at 6%; with 50% employer match about $72,535 at 4% or $48,357 at 6%; with 100% employer match about $54,401 at 4% or $36,267 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 11 | $1,054,422 | $47,873 | $4,352iApproximate average salary by contribution assumption: employee only about $108,802 at 4% or $72,535 at 6%; with 50% employer match about $72,535 at 4% or $48,357 at 6%; with 100% employer match about $54,401 at 4% or $36,267 at 6%. |
| 2017 | 1 | 10 | $1,090,434 | $43,433 | $4,343iApproximate average salary by contribution assumption: employee only about $108,583 at 4% or $72,388 at 6%; with 50% employer match about $72,388 at 4% or $48,259 at 6%; with 100% employer match about $54,291 at 4% or $36,194 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 10 | $1,090,434 | $43,433 | $4,343iApproximate average salary by contribution assumption: employee only about $108,583 at 4% or $72,388 at 6%; with 50% employer match about $72,388 at 4% or $48,259 at 6%; with 100% employer match about $54,291 at 4% or $36,194 at 6%. |
| 2016 | 1 | 13 | $938,523 | $35,703 | $2,746iApproximate average salary by contribution assumption: employee only about $68,660 at 4% or $45,773 at 6%; with 50% employer match about $45,773 at 4% or $30,515 at 6%; with 100% employer match about $34,330 at 4% or $22,887 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 13 | $938,523 | $35,703 | $2,746iApproximate average salary by contribution assumption: employee only about $68,660 at 4% or $45,773 at 6%; with 50% employer match about $45,773 at 4% or $30,515 at 6%; with 100% employer match about $34,330 at 4% or $22,887 at 6%. |
| 2015 | 1 | 12 | $831,296 | $41,356 | $3,446iApproximate average salary by contribution assumption: employee only about $86,158 at 4% or $57,439 at 6%; with 50% employer match about $57,439 at 4% or $38,293 at 6%; with 100% employer match about $43,079 at 4% or $28,719 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 12 | $831,296 | $41,356 | $3,446iApproximate average salary by contribution assumption: employee only about $86,158 at 4% or $57,439 at 6%; with 50% employer match about $57,439 at 4% or $38,293 at 6%; with 100% employer match about $43,079 at 4% or $28,719 at 6%. |
| 2014 | 1 | 12 | $809,523 | $47,845 | $3,987iApproximate average salary by contribution assumption: employee only about $99,677 at 4% or $66,451 at 6%; with 50% employer match about $66,451 at 4% or $44,301 at 6%; with 100% employer match about $49,839 at 4% or $33,226 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 12 | $809,523 | $47,845 | $3,987iApproximate average salary by contribution assumption: employee only about $99,677 at 4% or $66,451 at 6%; with 50% employer match about $66,451 at 4% or $44,301 at 6%; with 100% employer match about $49,839 at 4% or $33,226 at 6%. |
| 2013 | 1 | 14 | $785,065 | $53,799 | $3,843iApproximate average salary by contribution assumption: employee only about $96,070 at 4% or $64,046 at 6%; with 50% employer match about $64,046 at 4% or $42,698 at 6%; with 100% employer match about $48,035 at 4% or $32,023 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 14 | $785,065 | $53,799 | $3,843iApproximate average salary by contribution assumption: employee only about $96,070 at 4% or $64,046 at 6%; with 50% employer match about $64,046 at 4% or $42,698 at 6%; with 100% employer match about $48,035 at 4% or $32,023 at 6%. |
| 2012 | 1 | 13 | $631,441 | $75,702 | $5,823iApproximate average salary by contribution assumption: employee only about $145,581 at 4% or $97,054 at 6%; with 50% employer match about $97,054 at 4% or $64,703 at 6%; with 100% employer match about $72,790 at 4% or $48,527 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 13 | $631,441 | $75,702 | $5,823iApproximate average salary by contribution assumption: employee only about $145,581 at 4% or $97,054 at 6%; with 50% employer match about $97,054 at 4% or $64,703 at 6%; with 100% employer match about $72,790 at 4% or $48,527 at 6%. |
| 2011 | 1 | 14 | $509,485 | $72,349 | $5,168iApproximate average salary by contribution assumption: employee only about $129,195 at 4% or $86,130 at 6%; with 50% employer match about $86,130 at 4% or $57,420 at 6%; with 100% employer match about $64,597 at 4% or $43,065 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 14 | $509,485 | $72,349 | $5,168iApproximate average salary by contribution assumption: employee only about $129,195 at 4% or $86,130 at 6%; with 50% employer match about $86,130 at 4% or $57,420 at 6%; with 100% employer match about $64,597 at 4% or $43,065 at 6%. |
| 2010 | 1 | 10 | $511,218 | $52,834 | $5,283iApproximate average salary by contribution assumption: employee only about $132,085 at 4% or $88,057 at 6%; with 50% employer match about $88,057 at 4% or $58,704 at 6%; with 100% employer match about $66,043 at 4% or $44,028 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 10 | $511,218 | $52,834 | $5,283iApproximate average salary by contribution assumption: employee only about $132,085 at 4% or $88,057 at 6%; with 50% employer match about $88,057 at 4% or $58,704 at 6%; with 100% employer match about $66,043 at 4% or $44,028 at 6%. |
| 2009 | 1 | 12 | $445,689 | $53,528 | $4,461iApproximate average salary by contribution assumption: employee only about $111,517 at 4% or $74,344 at 6%; with 50% employer match about $74,344 at 4% or $49,563 at 6%; with 100% employer match about $55,758 at 4% or $37,172 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 12 | $445,689 | $53,528 | $4,461iApproximate average salary by contribution assumption: employee only about $111,517 at 4% or $74,344 at 6%; with 50% employer match about $74,344 at 4% or $49,563 at 6%; with 100% employer match about $55,758 at 4% or $37,172 at 6%. |
| 2008 | 1 | 11 | $304,159 | $40,998 | $3,727iApproximate average salary by contribution assumption: employee only about $93,177 at 4% or $62,118 at 6%; with 50% employer match about $62,118 at 4% or $41,412 at 6%; with 100% employer match about $46,589 at 4% or $31,059 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 11 | $304,159 | $40,998 | $3,727iApproximate average salary by contribution assumption: employee only about $93,177 at 4% or $62,118 at 6%; with 50% employer match about $62,118 at 4% or $41,412 at 6%; with 100% employer match about $46,589 at 4% or $31,059 at 6%. |
| 2007 | 1 | 8 | $397,417 | $13,647 | $1,706iApproximate average salary by contribution assumption: employee only about $42,647 at 4% or $28,431 at 6%; with 50% employer match about $28,431 at 4% or $18,954 at 6%; with 100% employer match about $21,323 at 4% or $14,216 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 8 | $397,417 | $13,647 | $1,706iApproximate average salary by contribution assumption: employee only about $42,647 at 4% or $28,431 at 6%; with 50% employer match about $28,431 at 4% or $18,954 at 6%; with 100% employer match about $21,323 at 4% or $14,216 at 6%. |
| 2006 | 1 | 6 | $352,110 | $13,022 | $2,170iApproximate average salary by contribution assumption: employee only about $54,258 at 4% or $36,172 at 6%; with 50% employer match about $36,172 at 4% or $24,115 at 6%; with 100% employer match about $27,129 at 4% or $18,086 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 6 | $352,110 | $13,022 | $2,170iApproximate average salary by contribution assumption: employee only about $54,258 at 4% or $36,172 at 6%; with 50% employer match about $36,172 at 4% or $24,115 at 6%; with 100% employer match about $27,129 at 4% or $18,086 at 6%. |
| 2005 | 1 | 7 | $300,190 | $11,139 | $1,591iApproximate average salary by contribution assumption: employee only about $39,782 at 4% or $26,521 at 6%; with 50% employer match about $26,521 at 4% or $17,681 at 6%; with 100% employer match about $19,891 at 4% or $13,261 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 7 | $300,190 | $11,139 | $1,591iApproximate average salary by contribution assumption: employee only about $39,782 at 4% or $26,521 at 6%; with 50% employer match about $26,521 at 4% or $17,681 at 6%; with 100% employer match about $19,891 at 4% or $13,261 at 6%. |
| 2004 | 1 | 6 | $271,373 | $9,521 | $1,587iApproximate average salary by contribution assumption: employee only about $39,671 at 4% or $26,447 at 6%; with 50% employer match about $26,447 at 4% or $17,631 at 6%; with 100% employer match about $19,835 at 4% or $13,224 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 6 | $271,373 | $9,521 | $1,587iApproximate average salary by contribution assumption: employee only about $39,671 at 4% or $26,447 at 6%; with 50% employer match about $26,447 at 4% or $17,631 at 6%; with 100% employer match about $19,835 at 4% or $13,224 at 6%. |
| 2003 | 1 | 4 | $250,358 | $9,051 | $2,263iApproximate average salary by contribution assumption: employee only about $56,569 at 4% or $37,713 at 6%; with 50% employer match about $37,713 at 4% or $25,142 at 6%; with 100% employer match about $28,284 at 4% or $18,856 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 4 | $250,358 | $9,051 | $2,263iApproximate average salary by contribution assumption: employee only about $56,569 at 4% or $37,713 at 6%; with 50% employer match about $37,713 at 4% or $25,142 at 6%; with 100% employer match about $28,284 at 4% or $18,856 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 5 | $221,417 | $79,857 | $15,971iApproximate average salary by contribution assumption: employee only about $399,285 at 4% or $266,190 at 6%; with 50% employer match about $266,190 at 4% or $177,460 at 6%; with 100% employer match about $199,643 at 4% or $133,095 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 5 | $221,417 | $79,857 | $15,971iApproximate average salary by contribution assumption: employee only about $399,285 at 4% or $266,190 at 6%; with 50% employer match about $266,190 at 4% or $177,460 at 6%; with 100% employer match about $199,643 at 4% or $133,095 at 6%. |
| 1999 | 1 | 6 | $144,968 | $68,842 | $11,474iApproximate average salary by contribution assumption: employee only about $286,842 at 4% or $191,228 at 6%; with 50% employer match about $191,228 at 4% or $127,485 at 6%; with 100% employer match about $143,421 at 4% or $95,614 at 6%. |
| Prelle Financial Group Inc. Defined Benefit Pension Plan | - | 6 | $144,968 | $68,842 | $11,474iApproximate average salary by contribution assumption: employee only about $286,842 at 4% or $191,228 at 6%; with 50% employer match about $191,228 at 4% or $127,485 at 6%; with 100% employer match about $143,421 at 4% or $95,614 at 6%. |