Satre Financial Group Inc.
Plan context: Satre Financial Group Inc. 401(K) Plan
EIN 76-0673897 • Beaumont, TX • 13 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$954,187
2024 Contributions
$83,039
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $954,187 | $83,039 | $8,304iApproximate average salary by contribution assumption: employee only about $207,598 at 4% or $138,398 at 6%; with 50% employer match about $138,398 at 4% or $92,266 at 6%; with 100% employer match about $103,799 at 4% or $69,199 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 10 | $954,187 | $83,039 | $8,304iApproximate average salary by contribution assumption: employee only about $207,598 at 4% or $138,398 at 6%; with 50% employer match about $138,398 at 4% or $92,266 at 6%; with 100% employer match about $103,799 at 4% or $69,199 at 6%. |
| 2023 | 1 | 13 | $644,582 | $60,134 | $4,626iApproximate average salary by contribution assumption: employee only about $115,642 at 4% or $77,095 at 6%; with 50% employer match about $77,095 at 4% or $51,397 at 6%; with 100% employer match about $57,821 at 4% or $38,547 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 13 | $644,582 | $60,134 | $4,626iApproximate average salary by contribution assumption: employee only about $115,642 at 4% or $77,095 at 6%; with 50% employer match about $77,095 at 4% or $51,397 at 6%; with 100% employer match about $57,821 at 4% or $38,547 at 6%. |
| 2022 | 1 | 13 | $735,314 | $72,480 | $5,575iApproximate average salary by contribution assumption: employee only about $139,385 at 4% or $92,923 at 6%; with 50% employer match about $92,923 at 4% or $61,949 at 6%; with 100% employer match about $69,692 at 4% or $46,462 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 13 | $735,314 | $72,480 | $5,575iApproximate average salary by contribution assumption: employee only about $139,385 at 4% or $92,923 at 6%; with 50% employer match about $92,923 at 4% or $61,949 at 6%; with 100% employer match about $69,692 at 4% or $46,462 at 6%. |
| 2021 | 1 | 11 | $969,255 | $68,218 | $6,202iApproximate average salary by contribution assumption: employee only about $155,041 at 4% or $103,361 at 6%; with 50% employer match about $103,361 at 4% or $68,907 at 6%; with 100% employer match about $77,520 at 4% or $51,680 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 11 | $969,255 | $68,218 | $6,202iApproximate average salary by contribution assumption: employee only about $155,041 at 4% or $103,361 at 6%; with 50% employer match about $103,361 at 4% or $68,907 at 6%; with 100% employer match about $77,520 at 4% or $51,680 at 6%. |
| 2020 | 1 | 10 | $857,095 | $75,192 | $7,519iApproximate average salary by contribution assumption: employee only about $187,980 at 4% or $125,320 at 6%; with 50% employer match about $125,320 at 4% or $83,547 at 6%; with 100% employer match about $93,990 at 4% or $62,660 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 10 | $857,095 | $75,192 | $7,519iApproximate average salary by contribution assumption: employee only about $187,980 at 4% or $125,320 at 6%; with 50% employer match about $125,320 at 4% or $83,547 at 6%; with 100% employer match about $93,990 at 4% or $62,660 at 6%. |
| 2019 | 1 | 8 | $516,548 | $127,127 | $15,891iApproximate average salary by contribution assumption: employee only about $397,272 at 4% or $264,848 at 6%; with 50% employer match about $264,848 at 4% or $176,565 at 6%; with 100% employer match about $198,636 at 4% or $132,424 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 8 | $516,548 | $127,127 | $15,891iApproximate average salary by contribution assumption: employee only about $397,272 at 4% or $264,848 at 6%; with 50% employer match about $264,848 at 4% or $176,565 at 6%; with 100% employer match about $198,636 at 4% or $132,424 at 6%. |
| 2018 | 1 | 3 | $279,732 | $33,690 | $11,230iApproximate average salary by contribution assumption: employee only about $280,750 at 4% or $187,167 at 6%; with 50% employer match about $187,167 at 4% or $124,778 at 6%; with 100% employer match about $140,375 at 4% or $93,583 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 3 | $279,732 | $33,690 | $11,230iApproximate average salary by contribution assumption: employee only about $280,750 at 4% or $187,167 at 6%; with 50% employer match about $187,167 at 4% or $124,778 at 6%; with 100% employer match about $140,375 at 4% or $93,583 at 6%. |
| 2017 | 1 | 3 | $244,992 | $72,308 | $24,103iApproximate average salary by contribution assumption: employee only about $602,567 at 4% or $401,711 at 6%; with 50% employer match about $401,711 at 4% or $267,807 at 6%; with 100% employer match about $301,283 at 4% or $200,856 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 3 | $244,992 | $72,308 | $24,103iApproximate average salary by contribution assumption: employee only about $602,567 at 4% or $401,711 at 6%; with 50% employer match about $401,711 at 4% or $267,807 at 6%; with 100% employer match about $301,283 at 4% or $200,856 at 6%. |
| 2016 | 1 | 4 | $130,828 | $24,697 | $6,174iApproximate average salary by contribution assumption: employee only about $154,356 at 4% or $102,904 at 6%; with 50% employer match about $102,904 at 4% or $68,603 at 6%; with 100% employer match about $77,178 at 4% or $51,452 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 4 | $130,828 | $24,697 | $6,174iApproximate average salary by contribution assumption: employee only about $154,356 at 4% or $102,904 at 6%; with 50% employer match about $102,904 at 4% or $68,603 at 6%; with 100% employer match about $77,178 at 4% or $51,452 at 6%. |
| 2015 | 1 | 4 | $143,755 | $43,779 | $10,945iApproximate average salary by contribution assumption: employee only about $273,619 at 4% or $182,413 at 6%; with 50% employer match about $182,413 at 4% or $121,608 at 6%; with 100% employer match about $136,809 at 4% or $91,206 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 4 | $143,755 | $43,779 | $10,945iApproximate average salary by contribution assumption: employee only about $273,619 at 4% or $182,413 at 6%; with 50% employer match about $182,413 at 4% or $121,608 at 6%; with 100% employer match about $136,809 at 4% or $91,206 at 6%. |
| 2014 | 1 | 4 | $106,877 | $30,823 | $7,706iApproximate average salary by contribution assumption: employee only about $192,644 at 4% or $128,429 at 6%; with 50% employer match about $128,429 at 4% or $85,619 at 6%; with 100% employer match about $96,322 at 4% or $64,215 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 4 | $106,877 | $30,823 | $7,706iApproximate average salary by contribution assumption: employee only about $192,644 at 4% or $128,429 at 6%; with 50% employer match about $128,429 at 4% or $85,619 at 6%; with 100% employer match about $96,322 at 4% or $64,215 at 6%. |
| 2013 | 1 | 4 | $156,180 | $98,501 | $24,625iApproximate average salary by contribution assumption: employee only about $615,631 at 4% or $410,421 at 6%; with 50% employer match about $410,421 at 4% or $273,614 at 6%; with 100% employer match about $307,816 at 4% or $205,210 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 4 | $156,180 | $98,501 | $24,625iApproximate average salary by contribution assumption: employee only about $615,631 at 4% or $410,421 at 6%; with 50% employer match about $410,421 at 4% or $273,614 at 6%; with 100% employer match about $307,816 at 4% or $205,210 at 6%. |
| 2012 | 1 | 3 | $39,161 | $43,779 | $14,593iApproximate average salary by contribution assumption: employee only about $364,825 at 4% or $243,217 at 6%; with 50% employer match about $243,217 at 4% or $162,144 at 6%; with 100% employer match about $182,413 at 4% or $121,608 at 6%. |
| Satre Financial Group Inc. 401(K) Plan | - | 3 | $39,161 | $43,779 | $14,593iApproximate average salary by contribution assumption: employee only about $364,825 at 4% or $243,217 at 6%; with 50% employer match about $243,217 at 4% or $162,144 at 6%; with 100% employer match about $182,413 at 4% or $121,608 at 6%. |