Civic Intelligence

Hancock, Jahn, Lee & Puckett LLC

Plan context: Caag Retirement Savings Plan

EIN 76-0696230 • Houston, TX • 11 filings • 1 plans

P. O. Box 667020Houston, TX 77266-7020
Current Snapshot

Latest Year

2019

2019 Participants

17

2019 Assets

$1,422,860

2019 Contributions

$70,753

Historical Graphs

Total Assets Over Time

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

$1,621,508$810,754$0200920142018YearValue
$1,422,860Latest year 2018

Participants Over Time

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

51260200920142018YearValue
17Latest year 2018

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
201910$0$0-
Caag Retirement Savings Plan-0$0$0-
2018117$1,422,860$70,753$4,162iApproximate average salary by contribution assumption: employee only about $104,049 at 4% or $69,366 at 6%; with 50% employer match about $69,366 at 4% or $46,244 at 6%; with 100% employer match about $52,024 at 4% or $34,683 at 6%.
Caag Retirement Savings Plan-17$1,422,860$70,753$4,162iApproximate average salary by contribution assumption: employee only about $104,049 at 4% or $69,366 at 6%; with 50% employer match about $69,366 at 4% or $46,244 at 6%; with 100% employer match about $52,024 at 4% or $34,683 at 6%.
2017116$1,536,045$64,335$4,021iApproximate average salary by contribution assumption: employee only about $100,523 at 4% or $67,016 at 6%; with 50% employer match about $67,016 at 4% or $44,677 at 6%; with 100% employer match about $50,262 at 4% or $33,508 at 6%.
Caag Retirement Savings Plan-16$1,536,045$64,335$4,021iApproximate average salary by contribution assumption: employee only about $100,523 at 4% or $67,016 at 6%; with 50% employer match about $67,016 at 4% or $44,677 at 6%; with 100% employer match about $50,262 at 4% or $33,508 at 6%.
2016120$1,414,787$76,961$3,848iApproximate average salary by contribution assumption: employee only about $96,201 at 4% or $64,134 at 6%; with 50% employer match about $64,134 at 4% or $42,756 at 6%; with 100% employer match about $48,101 at 4% or $32,067 at 6%.
Caag Retirement Savings Plan-20$1,414,787$76,961$3,848iApproximate average salary by contribution assumption: employee only about $96,201 at 4% or $64,134 at 6%; with 50% employer match about $64,134 at 4% or $42,756 at 6%; with 100% employer match about $48,101 at 4% or $32,067 at 6%.
2015129$1,394,974$96,279$3,320iApproximate average salary by contribution assumption: employee only about $82,999 at 4% or $55,333 at 6%; with 50% employer match about $55,333 at 4% or $36,889 at 6%; with 100% employer match about $41,500 at 4% or $27,666 at 6%.
Caag Retirement Savings Plan-29$1,394,974$96,279$3,320iApproximate average salary by contribution assumption: employee only about $82,999 at 4% or $55,333 at 6%; with 50% employer match about $55,333 at 4% or $36,889 at 6%; with 100% employer match about $41,500 at 4% or $27,666 at 6%.
2014121$1,621,508$109,862$5,232iApproximate average salary by contribution assumption: employee only about $130,788 at 4% or $87,192 at 6%; with 50% employer match about $87,192 at 4% or $58,128 at 6%; with 100% employer match about $65,394 at 4% or $43,596 at 6%.
Caag Retirement Savings Plan-21$1,621,508$109,862$5,232iApproximate average salary by contribution assumption: employee only about $130,788 at 4% or $87,192 at 6%; with 50% employer match about $87,192 at 4% or $58,128 at 6%; with 100% employer match about $65,394 at 4% or $43,596 at 6%.
2013125$1,491,822$137,059$5,482iApproximate average salary by contribution assumption: employee only about $137,059 at 4% or $91,373 at 6%; with 50% employer match about $91,373 at 4% or $60,915 at 6%; with 100% employer match about $68,530 at 4% or $45,686 at 6%.
Caag Retirement Savings Plan-25$1,491,822$137,059$5,482iApproximate average salary by contribution assumption: employee only about $137,059 at 4% or $91,373 at 6%; with 50% employer match about $91,373 at 4% or $60,915 at 6%; with 100% employer match about $68,530 at 4% or $45,686 at 6%.
2012129$1,208,383$461,789$15,924iApproximate average salary by contribution assumption: employee only about $398,094 at 4% or $265,396 at 6%; with 50% employer match about $265,396 at 4% or $176,931 at 6%; with 100% employer match about $199,047 at 4% or $132,698 at 6%.
Caag Retirement Savings Plan-29$1,208,383$461,789$15,924iApproximate average salary by contribution assumption: employee only about $398,094 at 4% or $265,396 at 6%; with 50% employer match about $265,396 at 4% or $176,931 at 6%; with 100% employer match about $199,047 at 4% or $132,698 at 6%.
2011127$663,576$162,857$6,032iApproximate average salary by contribution assumption: employee only about $150,794 at 4% or $100,529 at 6%; with 50% employer match about $100,529 at 4% or $67,019 at 6%; with 100% employer match about $75,397 at 4% or $50,265 at 6%.
Caag Retirement Savings Plan-27$663,576$162,857$6,032iApproximate average salary by contribution assumption: employee only about $150,794 at 4% or $100,529 at 6%; with 50% employer match about $100,529 at 4% or $67,019 at 6%; with 100% employer match about $75,397 at 4% or $50,265 at 6%.
2010125$612,000$168,926$6,757iApproximate average salary by contribution assumption: employee only about $168,926 at 4% or $112,617 at 6%; with 50% employer match about $112,617 at 4% or $75,078 at 6%; with 100% employer match about $84,463 at 4% or $56,309 at 6%.
Caag Retirement Savings Plan-25$612,000$168,926$6,757iApproximate average salary by contribution assumption: employee only about $168,926 at 4% or $112,617 at 6%; with 50% employer match about $112,617 at 4% or $75,078 at 6%; with 100% employer match about $84,463 at 4% or $56,309 at 6%.
2009151$386,933$364,196$7,141iApproximate average salary by contribution assumption: employee only about $178,527 at 4% or $119,018 at 6%; with 50% employer match about $119,018 at 4% or $79,346 at 6%; with 100% employer match about $89,264 at 4% or $59,509 at 6%.
Caag Retirement Savings Plan-51$386,933$364,196$7,141iApproximate average salary by contribution assumption: employee only about $178,527 at 4% or $119,018 at 6%; with 50% employer match about $119,018 at 4% or $79,346 at 6%; with 100% employer match about $89,264 at 4% or $59,509 at 6%.