LIM Advisors PLLC
Plan context: LIM Advisors PLLC 401(K) Profit Sharing Plan & Trust
EIN 85-3424082 • Houston, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$776,850
2025 Contributions
$371,943
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 | 18 | $776,850 | $371,943 | $20,664iApproximate average salary by contribution assumption: employee only about $516,588 at 4% or $344,392 at 6%; with 50% employer match about $344,392 at 4% or $229,594 at 6%; with 100% employer match about $258,294 at 4% or $172,196 at 6%. |
| LIM Advisors PLLC 401(K) Profit Sharing Plan & Trust | - | 18 | $776,850 | $371,943 | $20,664iApproximate average salary by contribution assumption: employee only about $516,588 at 4% or $344,392 at 6%; with 50% employer match about $344,392 at 4% or $229,594 at 6%; with 100% employer match about $258,294 at 4% or $172,196 at 6%. |
| 2024 | 1 | 17 | $364,091 | $232,601 | $13,682iApproximate average salary by contribution assumption: employee only about $342,060 at 4% or $228,040 at 6%; with 50% employer match about $228,040 at 4% or $152,027 at 6%; with 100% employer match about $171,030 at 4% or $114,020 at 6%. |
| LIM Advisors PLLC 401(K) Profit Sharing Plan & Trust | - | 17 | $364,091 | $232,601 | $13,682iApproximate average salary by contribution assumption: employee only about $342,060 at 4% or $228,040 at 6%; with 50% employer match about $228,040 at 4% or $152,027 at 6%; with 100% employer match about $171,030 at 4% or $114,020 at 6%. |
| 2023 | 1 | 12 | $140,421 | $78,237 | $6,520iApproximate average salary by contribution assumption: employee only about $162,994 at 4% or $108,663 at 6%; with 50% employer match about $108,663 at 4% or $72,442 at 6%; with 100% employer match about $81,497 at 4% or $54,331 at 6%. |
| LIM Advisors PLLC 401(K) Profit Sharing Plan & Trust | - | 12 | $140,421 | $78,237 | $6,520iApproximate average salary by contribution assumption: employee only about $162,994 at 4% or $108,663 at 6%; with 50% employer match about $108,663 at 4% or $72,442 at 6%; with 100% employer match about $81,497 at 4% or $54,331 at 6%. |
| 2022 | 1 | 7 | $58,698 | $60,458 | $8,637iApproximate average salary by contribution assumption: employee only about $215,921 at 4% or $143,948 at 6%; with 50% employer match about $143,948 at 4% or $95,965 at 6%; with 100% employer match about $107,961 at 4% or $71,974 at 6%. |
| LIM Advisors PLLC 401(K) Profit Sharing Plan & Trust | - | 7 | $58,698 | $60,458 | $8,637iApproximate average salary by contribution assumption: employee only about $215,921 at 4% or $143,948 at 6%; with 50% employer match about $143,948 at 4% or $95,965 at 6%; with 100% employer match about $107,961 at 4% or $71,974 at 6%. |