Civic Intelligence

New Capital Management LP

Plan context: New Capital Management LP 401(K) Plan

EIN 84-1649526 • Houston, TX • 9 filings • 2 plans

3355 West AlabamaSuite 275Houston, TX 77098
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,040,528

2025 Contributions

$147,375

Historical Graphs

Total Assets Over Time

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

$1,054,057$527,029$0201820222025YearValue
$1,040,528Latest year 2025

Participants Over Time

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

630201820222025YearValue
6Latest 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
202516$1,040,528$147,375$24,563iApproximate average salary by contribution assumption: employee only about $614,063 at 4% or $409,375 at 6%; with 50% employer match about $409,375 at 4% or $272,917 at 6%; with 100% employer match about $307,031 at 4% or $204,688 at 6%.
New Capital Management LP 401(K) Plan-6$1,040,528$147,375$24,563iApproximate average salary by contribution assumption: employee only about $614,063 at 4% or $409,375 at 6%; with 50% employer match about $409,375 at 4% or $272,917 at 6%; with 100% employer match about $307,031 at 4% or $204,688 at 6%.
202426$1,054,057$426,123$71,021iApproximate average salary by contribution assumption: employee only about $1,775,513 at 4% or $1,183,675 at 6%; with 50% employer match about $1,183,675 at 4% or $789,117 at 6%; with 100% employer match about $887,756 at 4% or $591,838 at 6%.
New Capital Management LP 401(K) Plan-6$747,101$119,167$19,861iApproximate average salary by contribution assumption: employee only about $496,529 at 4% or $331,019 at 6%; with 50% employer match about $331,019 at 4% or $220,680 at 6%; with 100% employer match about $248,265 at 4% or $165,510 at 6%.
NEW CAPITAL MANAGEMENT LP CASH BALANCE PLAN-4$306,956$306,956$76,739iApproximate average salary by contribution assumption: employee only about $1,918,475 at 4% or $1,278,983 at 6%; with 50% employer match about $1,278,983 at 4% or $852,656 at 6%; with 100% employer match about $959,238 at 4% or $639,492 at 6%.
202315$557,975$106,644$21,329iApproximate average salary by contribution assumption: employee only about $533,220 at 4% or $355,480 at 6%; with 50% employer match about $355,480 at 4% or $236,987 at 6%; with 100% employer match about $266,610 at 4% or $177,740 at 6%.
New Capital Management LP 401(K) Plan-5$557,975$106,644$21,329iApproximate average salary by contribution assumption: employee only about $533,220 at 4% or $355,480 at 6%; with 50% employer match about $355,480 at 4% or $236,987 at 6%; with 100% employer match about $266,610 at 4% or $177,740 at 6%.
202215$378,213$109,036$21,807iApproximate average salary by contribution assumption: employee only about $545,180 at 4% or $363,453 at 6%; with 50% employer match about $363,453 at 4% or $242,302 at 6%; with 100% employer match about $272,590 at 4% or $181,727 at 6%.
New Capital Management LP 401(K) Plan-5$378,213$109,036$21,807iApproximate average salary by contribution assumption: employee only about $545,180 at 4% or $363,453 at 6%; with 50% employer match about $363,453 at 4% or $242,302 at 6%; with 100% employer match about $272,590 at 4% or $181,727 at 6%.
202113$329,385$97,550$32,517iApproximate average salary by contribution assumption: employee only about $812,917 at 4% or $541,944 at 6%; with 50% employer match about $541,944 at 4% or $361,296 at 6%; with 100% employer match about $406,458 at 4% or $270,972 at 6%.
New Capital Management LP 401(K) Plan-3$329,385$97,550$32,517iApproximate average salary by contribution assumption: employee only about $812,917 at 4% or $541,944 at 6%; with 50% employer match about $541,944 at 4% or $361,296 at 6%; with 100% employer match about $406,458 at 4% or $270,972 at 6%.
202013$194,219$64,898$21,633iApproximate average salary by contribution assumption: employee only about $540,817 at 4% or $360,544 at 6%; with 50% employer match about $360,544 at 4% or $240,363 at 6%; with 100% employer match about $270,408 at 4% or $180,272 at 6%.
New Capital Management LP 401(K) Plan-3$194,219$64,898$21,633iApproximate average salary by contribution assumption: employee only about $540,817 at 4% or $360,544 at 6%; with 50% employer match about $360,544 at 4% or $240,363 at 6%; with 100% employer match about $270,408 at 4% or $180,272 at 6%.
201913$96,760$50,962$16,987iApproximate average salary by contribution assumption: employee only about $424,683 at 4% or $283,122 at 6%; with 50% employer match about $283,122 at 4% or $188,748 at 6%; with 100% employer match about $212,342 at 4% or $141,561 at 6%.
New Capital Management LP 401(K) Plan-3$96,760$50,962$16,987iApproximate average salary by contribution assumption: employee only about $424,683 at 4% or $283,122 at 6%; with 50% employer match about $283,122 at 4% or $188,748 at 6%; with 100% employer match about $212,342 at 4% or $141,561 at 6%.
201814$53,596$53,650$13,413iApproximate average salary by contribution assumption: employee only about $335,313 at 4% or $223,542 at 6%; with 50% employer match about $223,542 at 4% or $149,028 at 6%; with 100% employer match about $167,656 at 4% or $111,771 at 6%.
New Capital Management LP 401(K) Plan-4$53,596$53,650$13,413iApproximate average salary by contribution assumption: employee only about $335,313 at 4% or $223,542 at 6%; with 50% employer match about $223,542 at 4% or $149,028 at 6%; with 100% employer match about $167,656 at 4% or $111,771 at 6%.