Civic Intelligence

CENTRIX WEALTH PARTNERS, LLC

Plan context: CENTRIX WEALTH PARTNERS 401(K) PLAN

EIN 83-3574465 • Houston, TX • 7 filings • 1 plans

1177 W Loop S Suite 1515Houston, TX 77027
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,582,706

2025 Contributions

$217,100

Historical Graphs

Total Assets Over Time

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

$1,582,706$791,353$0201920222025YearValue
$1,582,706Latest year 2025

Participants Over Time

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

530201920222025YearValue
5Latest year 2025

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
202515$1,582,706$217,100$43,420iApproximate average salary by contribution assumption: employee only about $1,085,500 at 4% or $723,667 at 6%; with 50% employer match about $723,667 at 4% or $482,444 at 6%; with 100% employer match about $542,750 at 4% or $361,833 at 6%.
CENTRIX WEALTH PARTNERS 401(K) PLAN-5$1,582,706$217,100$43,420iApproximate average salary by contribution assumption: employee only about $1,085,500 at 4% or $723,667 at 6%; with 50% employer match about $723,667 at 4% or $482,444 at 6%; with 100% employer match about $542,750 at 4% or $361,833 at 6%.
202415$1,154,235$194,744$38,949iApproximate average salary by contribution assumption: employee only about $973,720 at 4% or $649,147 at 6%; with 50% employer match about $649,147 at 4% or $432,764 at 6%; with 100% employer match about $486,860 at 4% or $324,573 at 6%.
CENTRIX WEALTH PARTNERS 401(K) PLAN-5$1,154,235$194,744$38,949iApproximate average salary by contribution assumption: employee only about $973,720 at 4% or $649,147 at 6%; with 50% employer match about $649,147 at 4% or $432,764 at 6%; with 100% employer match about $486,860 at 4% or $324,573 at 6%.
202315$770,299$262,927$52,585iApproximate average salary by contribution assumption: employee only about $1,314,635 at 4% or $876,423 at 6%; with 50% employer match about $876,423 at 4% or $584,282 at 6%; with 100% employer match about $657,318 at 4% or $438,212 at 6%.
CENTRIX WEALTH PARTNERS 401(K) PLAN-5$770,299$262,927$52,585iApproximate average salary by contribution assumption: employee only about $1,314,635 at 4% or $876,423 at 6%; with 50% employer match about $876,423 at 4% or $584,282 at 6%; with 100% employer match about $657,318 at 4% or $438,212 at 6%.
202215$459,385$171,565$34,313iApproximate average salary by contribution assumption: employee only about $857,825 at 4% or $571,883 at 6%; with 50% employer match about $571,883 at 4% or $381,256 at 6%; with 100% employer match about $428,913 at 4% or $285,942 at 6%.
CENTRIX WEALTH PARTNERS 401(K) PLAN-5$459,385$171,565$34,313iApproximate average salary by contribution assumption: employee only about $857,825 at 4% or $571,883 at 6%; with 50% employer match about $571,883 at 4% or $381,256 at 6%; with 100% employer match about $428,913 at 4% or $285,942 at 6%.
202115$365,169$117,239$23,448iApproximate average salary by contribution assumption: employee only about $586,195 at 4% or $390,797 at 6%; with 50% employer match about $390,797 at 4% or $260,531 at 6%; with 100% employer match about $293,098 at 4% or $195,398 at 6%.
CENTRIX WEALTH PARTNERS 401(K) PLAN-5$365,169$117,239$23,448iApproximate average salary by contribution assumption: employee only about $586,195 at 4% or $390,797 at 6%; with 50% employer match about $390,797 at 4% or $260,531 at 6%; with 100% employer match about $293,098 at 4% or $195,398 at 6%.
202015$188,050$119,801$23,960iApproximate average salary by contribution assumption: employee only about $599,005 at 4% or $399,337 at 6%; with 50% employer match about $399,337 at 4% or $266,224 at 6%; with 100% employer match about $299,503 at 4% or $199,668 at 6%.
CENTRIX WEALTH PARTNERS 401(K) PLAN-5$188,050$119,801$23,960iApproximate average salary by contribution assumption: employee only about $599,005 at 4% or $399,337 at 6%; with 50% employer match about $399,337 at 4% or $266,224 at 6%; with 100% employer match about $299,503 at 4% or $199,668 at 6%.
201914$45,185$44,405$11,101iApproximate average salary by contribution assumption: employee only about $277,531 at 4% or $185,021 at 6%; with 50% employer match about $185,021 at 4% or $123,347 at 6%; with 100% employer match about $138,766 at 4% or $92,510 at 6%.
CENTRIX WEALTH PARTNERS 401(K) PLAN-4$45,185$44,405$11,101iApproximate average salary by contribution assumption: employee only about $277,531 at 4% or $185,021 at 6%; with 50% employer match about $185,021 at 4% or $123,347 at 6%; with 100% employer match about $138,766 at 4% or $92,510 at 6%.