Concenture Wealth Management
Plan context: Concenture Wealth Management 401(K) Profit Sharing Plan & Trust
EIN 84-4498155 • Houston, TX • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$475,852
2025 Contributions
$87,690
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 | 4 | $475,852 | $87,690 | $21,923iApproximate average salary by contribution assumption: employee only about $548,063 at 4% or $365,375 at 6%; with 50% employer match about $365,375 at 4% or $243,583 at 6%; with 100% employer match about $274,031 at 4% or $182,688 at 6%. |
| Concenture Wealth Management 401(K) Profit Sharing Plan & Trust | - | 4 | $475,852 | $87,690 | $21,923iApproximate average salary by contribution assumption: employee only about $548,063 at 4% or $365,375 at 6%; with 50% employer match about $365,375 at 4% or $243,583 at 6%; with 100% employer match about $274,031 at 4% or $182,688 at 6%. |
| 2024 | 1 | 5 | $334,588 | $81,628 | $16,326iApproximate average salary by contribution assumption: employee only about $408,140 at 4% or $272,093 at 6%; with 50% employer match about $272,093 at 4% or $181,396 at 6%; with 100% employer match about $204,070 at 4% or $136,047 at 6%. |
| Concenture Wealth Management 401(K) Profit Sharing Plan & Trust | - | 5 | $334,588 | $81,628 | $16,326iApproximate average salary by contribution assumption: employee only about $408,140 at 4% or $272,093 at 6%; with 50% employer match about $272,093 at 4% or $181,396 at 6%; with 100% employer match about $204,070 at 4% or $136,047 at 6%. |
| 2023 | 1 | 3 | $216,126 | $67,838 | $22,613iApproximate average salary by contribution assumption: employee only about $565,317 at 4% or $376,878 at 6%; with 50% employer match about $376,878 at 4% or $251,252 at 6%; with 100% employer match about $282,658 at 4% or $188,439 at 6%. |
| Concenture Wealth Management 401(K) Profit Sharing Plan & Trust | - | 3 | $216,126 | $67,838 | $22,613iApproximate average salary by contribution assumption: employee only about $565,317 at 4% or $376,878 at 6%; with 50% employer match about $376,878 at 4% or $251,252 at 6%; with 100% employer match about $282,658 at 4% or $188,439 at 6%. |
| 2022 | 1 | 3 | $121,008 | $60,247 | $20,082iApproximate average salary by contribution assumption: employee only about $502,058 at 4% or $334,706 at 6%; with 50% employer match about $334,706 at 4% or $223,137 at 6%; with 100% employer match about $251,029 at 4% or $167,353 at 6%. |
| Concenture Wealth Management 401(K) Profit Sharing Plan & Trust | - | 3 | $121,008 | $60,247 | $20,082iApproximate average salary by contribution assumption: employee only about $502,058 at 4% or $334,706 at 6%; with 50% employer match about $334,706 at 4% or $223,137 at 6%; with 100% employer match about $251,029 at 4% or $167,353 at 6%. |
| 2021 | 1 | 3 | $76,054 | $55,332 | $18,444iApproximate average salary by contribution assumption: employee only about $461,100 at 4% or $307,400 at 6%; with 50% employer match about $307,400 at 4% or $204,933 at 6%; with 100% employer match about $230,550 at 4% or $153,700 at 6%. |
| Concenture Wealth Management 401(K) Profit Sharing Plan & Trust | - | 3 | $76,054 | $55,332 | $18,444iApproximate average salary by contribution assumption: employee only about $461,100 at 4% or $307,400 at 6%; with 50% employer match about $307,400 at 4% or $204,933 at 6%; with 100% employer match about $230,550 at 4% or $153,700 at 6%. |
| 2020 | 1 | 2 | $15,164 | $14,138 | $7,069iApproximate average salary by contribution assumption: employee only about $176,725 at 4% or $117,817 at 6%; with 50% employer match about $117,817 at 4% or $78,544 at 6%; with 100% employer match about $88,363 at 4% or $58,908 at 6%. |
| Concenture Wealth Management 401(K) Profit Sharing Plan & Trust | - | 2 | $15,164 | $14,138 | $7,069iApproximate average salary by contribution assumption: employee only about $176,725 at 4% or $117,817 at 6%; with 50% employer match about $117,817 at 4% or $78,544 at 6%; with 100% employer match about $88,363 at 4% or $58,908 at 6%. |