Civic Intelligence

Post Oak Municipal Advisors LL

Plan context: Post Oak Municipal Advisors LL 401(K) Profit Sharing Plan & Trust

EIN 82-4622799 • Houston, TX • 7 filings • 2 plans

820 Gessner Rd Ste 1350Houston, TX 77024-4299
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,524,434

2024 Contributions

$237,548

Historical Graphs

Total Assets Over Time

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

$1,524,434$762,217$0201820212024YearValue
$1,524,434Latest year 2024

Participants Over Time

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

1160201820212024YearValue
11Latest 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
2024111$1,524,434$237,548$21,595iApproximate average salary by contribution assumption: employee only about $539,882 at 4% or $359,921 at 6%; with 50% employer match about $359,921 at 4% or $239,947 at 6%; with 100% employer match about $269,941 at 4% or $179,961 at 6%.
Post Oak Municipal Advisors LL 401(K) Profit Sharing Plan & Trust-11$1,524,434$237,548$21,595iApproximate average salary by contribution assumption: employee only about $539,882 at 4% or $359,921 at 6%; with 50% employer match about $359,921 at 4% or $239,947 at 6%; with 100% employer match about $269,941 at 4% or $179,961 at 6%.
2023110$1,403,108$246,380$24,638iApproximate average salary by contribution assumption: employee only about $615,950 at 4% or $410,633 at 6%; with 50% employer match about $410,633 at 4% or $273,756 at 6%; with 100% employer match about $307,975 at 4% or $205,317 at 6%.
Post Oak Municipal Advisors LL 401(K) Profit Sharing Plan & Trust-10$1,403,108$246,380$24,638iApproximate average salary by contribution assumption: employee only about $615,950 at 4% or $410,633 at 6%; with 50% employer match about $410,633 at 4% or $273,756 at 6%; with 100% employer match about $307,975 at 4% or $205,317 at 6%.
2022110$985,751$206,931$20,693iApproximate average salary by contribution assumption: employee only about $517,327 at 4% or $344,885 at 6%; with 50% employer match about $344,885 at 4% or $229,923 at 6%; with 100% employer match about $258,664 at 4% or $172,443 at 6%.
Post Oak Municipal Advisors LL 401(K) Profit Sharing Plan & Trust-10$985,751$206,931$20,693iApproximate average salary by contribution assumption: employee only about $517,327 at 4% or $344,885 at 6%; with 50% employer match about $344,885 at 4% or $229,923 at 6%; with 100% employer match about $258,664 at 4% or $172,443 at 6%.
2021110$945,646$199,589$19,959iApproximate average salary by contribution assumption: employee only about $498,973 at 4% or $332,648 at 6%; with 50% employer match about $332,648 at 4% or $221,766 at 6%; with 100% employer match about $249,486 at 4% or $166,324 at 6%.
Post Oak Municipal Advisors LL 401(K) Profit Sharing Plan & Trust-10$945,646$199,589$19,959iApproximate average salary by contribution assumption: employee only about $498,973 at 4% or $332,648 at 6%; with 50% employer match about $332,648 at 4% or $221,766 at 6%; with 100% employer match about $249,486 at 4% or $166,324 at 6%.
2020110$630,527$221,045$22,105iApproximate average salary by contribution assumption: employee only about $552,613 at 4% or $368,408 at 6%; with 50% employer match about $368,408 at 4% or $245,606 at 6%; with 100% employer match about $276,306 at 4% or $184,204 at 6%.
Post Oak Municipal Advisors LL 401(K) Profit Sharing Plan & Trust-10$630,527$221,045$22,105iApproximate average salary by contribution assumption: employee only about $552,613 at 4% or $368,408 at 6%; with 50% employer match about $368,408 at 4% or $245,606 at 6%; with 100% employer match about $276,306 at 4% or $184,204 at 6%.
2019110$326,308$59,147$5,915iApproximate average salary by contribution assumption: employee only about $147,868 at 4% or $98,578 at 6%; with 50% employer match about $98,578 at 4% or $65,719 at 6%; with 100% employer match about $73,934 at 4% or $49,289 at 6%.
Post Oak Municipal Advisors LL 401(K) Profit Sharing Plan & Trust-10$326,308$59,147$5,915iApproximate average salary by contribution assumption: employee only about $147,868 at 4% or $98,578 at 6%; with 50% employer match about $98,578 at 4% or $65,719 at 6%; with 100% employer match about $73,934 at 4% or $49,289 at 6%.
201818$70,572$74,800$9,350iApproximate average salary by contribution assumption: employee only about $233,750 at 4% or $155,833 at 6%; with 50% employer match about $155,833 at 4% or $103,889 at 6%; with 100% employer match about $116,875 at 4% or $77,917 at 6%.
Post Oak Municipal Advisors LL 401(K) Profit Sharing Plan & Trust-8$70,572$74,800$9,350iApproximate average salary by contribution assumption: employee only about $233,750 at 4% or $155,833 at 6%; with 50% employer match about $155,833 at 4% or $103,889 at 6%; with 100% employer match about $116,875 at 4% or $77,917 at 6%.