THE ESTES GROUP, LLC
Plan context: THE ESTES GROUP, LLC 401(K) PLAN
EIN 84-2003133 • Round Rock, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$1,487,371
2025 Contributions
$344,692
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 20 | $1,487,371 | $344,692 | $17,235iApproximate average salary by contribution assumption: employee only about $430,865 at 4% or $287,243 at 6%; with 50% employer match about $287,243 at 4% or $191,496 at 6%; with 100% employer match about $215,432 at 4% or $143,622 at 6%. |
| THE ESTES GROUP, LLC 401(K) PLAN | - | 20 | $1,487,371 | $344,692 | $17,235iApproximate average salary by contribution assumption: employee only about $430,865 at 4% or $287,243 at 6%; with 50% employer match about $287,243 at 4% or $191,496 at 6%; with 100% employer match about $215,432 at 4% or $143,622 at 6%. |
| 2024 | 1 | 20 | $954,237 | $387,094 | $19,355iApproximate average salary by contribution assumption: employee only about $483,868 at 4% or $322,578 at 6%; with 50% employer match about $322,578 at 4% or $215,052 at 6%; with 100% employer match about $241,934 at 4% or $161,289 at 6%. |
| THE ESTES GROUP, LLC 401(K) PLAN | - | 20 | $954,237 | $387,094 | $19,355iApproximate average salary by contribution assumption: employee only about $483,868 at 4% or $322,578 at 6%; with 50% employer match about $322,578 at 4% or $215,052 at 6%; with 100% employer match about $241,934 at 4% or $161,289 at 6%. |
| 2023 | 1 | 12 | $474,076 | $188,691 | $15,724iApproximate average salary by contribution assumption: employee only about $393,106 at 4% or $262,071 at 6%; with 50% employer match about $262,071 at 4% or $174,714 at 6%; with 100% employer match about $196,553 at 4% or $131,035 at 6%. |
| THE ESTES GROUP, LLC 401(K) PLAN | - | 12 | $474,076 | $188,691 | $15,724iApproximate average salary by contribution assumption: employee only about $393,106 at 4% or $262,071 at 6%; with 50% employer match about $262,071 at 4% or $174,714 at 6%; with 100% employer match about $196,553 at 4% or $131,035 at 6%. |
| 2022 | 1 | 6 | $233,478 | $83,955 | $13,993iApproximate average salary by contribution assumption: employee only about $349,813 at 4% or $233,208 at 6%; with 50% employer match about $233,208 at 4% or $155,472 at 6%; with 100% employer match about $174,906 at 4% or $116,604 at 6%. |
| THE ESTES GROUP, LLC 401(K) PLAN | - | 6 | $233,478 | $83,955 | $13,993iApproximate average salary by contribution assumption: employee only about $349,813 at 4% or $233,208 at 6%; with 50% employer match about $233,208 at 4% or $155,472 at 6%; with 100% employer match about $174,906 at 4% or $116,604 at 6%. |