Execute Goals LLC
Plan context: Execute Goals 401(K) Plan
EIN 84-5150882 • Lafayette, LA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$612,885
2025 Contributions
$164,215
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 | 10 | $612,885 | $164,215 | $16,422iApproximate average salary by contribution assumption: employee only about $410,538 at 4% or $273,692 at 6%; with 50% employer match about $273,692 at 4% or $182,461 at 6%; with 100% employer match about $205,269 at 4% or $136,846 at 6%. |
| Execute Goals 401(K) Plan | - | 10 | $612,885 | $164,215 | $16,422iApproximate average salary by contribution assumption: employee only about $410,538 at 4% or $273,692 at 6%; with 50% employer match about $273,692 at 4% or $182,461 at 6%; with 100% employer match about $205,269 at 4% or $136,846 at 6%. |
| 2024 | 1 | 7 | $369,014 | $127,278 | $18,183iApproximate average salary by contribution assumption: employee only about $454,564 at 4% or $303,043 at 6%; with 50% employer match about $303,043 at 4% or $202,029 at 6%; with 100% employer match about $227,282 at 4% or $151,521 at 6%. |
| Execute Goals 401(K) Plan | - | 7 | $369,014 | $127,278 | $18,183iApproximate average salary by contribution assumption: employee only about $454,564 at 4% or $303,043 at 6%; with 50% employer match about $303,043 at 4% or $202,029 at 6%; with 100% employer match about $227,282 at 4% or $151,521 at 6%. |
| 2023 | 1 | 7 | $224,798 | $106,553 | $15,222iApproximate average salary by contribution assumption: employee only about $380,546 at 4% or $253,698 at 6%; with 50% employer match about $253,698 at 4% or $169,132 at 6%; with 100% employer match about $190,273 at 4% or $126,849 at 6%. |
| Execute Goals 401(K) Plan | - | 7 | $224,798 | $106,553 | $15,222iApproximate average salary by contribution assumption: employee only about $380,546 at 4% or $253,698 at 6%; with 50% employer match about $253,698 at 4% or $169,132 at 6%; with 100% employer match about $190,273 at 4% or $126,849 at 6%. |
| 2022 | 1 | 6 | $91,068 | $96,554 | $16,092iApproximate average salary by contribution assumption: employee only about $402,308 at 4% or $268,206 at 6%; with 50% employer match about $268,206 at 4% or $178,804 at 6%; with 100% employer match about $201,154 at 4% or $134,103 at 6%. |
| Execute Goals 401(K) Plan | - | 6 | $91,068 | $96,554 | $16,092iApproximate average salary by contribution assumption: employee only about $402,308 at 4% or $268,206 at 6%; with 50% employer match about $268,206 at 4% or $178,804 at 6%; with 100% employer match about $201,154 at 4% or $134,103 at 6%. |