Civic Intelligence

TURNKEY FINANCIAL SERVICES, LLC

Plan context: TURNKEY FINANCIAL SERVICES 401(K) PLAN

EIN 90-0684353 • Houston, TX • 6 filings • 1 plans

10260 Westheimer Rd, Suite 300Houston, TX 77042
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$789,671

2025 Contributions

$39,882

Historical Graphs

Total Assets Over Time

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

$789,671$394,836$0202020232025YearValue
$789,671Latest year 2025

Participants Over Time

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

210202020232025YearValue
2Latest 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
202512$789,671$39,882$19,941iApproximate average salary by contribution assumption: employee only about $498,525 at 4% or $332,350 at 6%; with 50% employer match about $332,350 at 4% or $221,567 at 6%; with 100% employer match about $249,263 at 4% or $166,175 at 6%.
TURNKEY FINANCIAL SERVICES 401(K) PLAN-2$789,671$39,882$19,941iApproximate average salary by contribution assumption: employee only about $498,525 at 4% or $332,350 at 6%; with 50% employer match about $332,350 at 4% or $221,567 at 6%; with 100% employer match about $249,263 at 4% or $166,175 at 6%.
202412$619,228$36,779$18,390iApproximate average salary by contribution assumption: employee only about $459,738 at 4% or $306,492 at 6%; with 50% employer match about $306,492 at 4% or $204,328 at 6%; with 100% employer match about $229,869 at 4% or $153,246 at 6%.
TURNKEY FINANCIAL SERVICES 401(K) PLAN-2$619,228$36,779$18,390iApproximate average salary by contribution assumption: employee only about $459,738 at 4% or $306,492 at 6%; with 50% employer match about $306,492 at 4% or $204,328 at 6%; with 100% employer match about $229,869 at 4% or $153,246 at 6%.
202312$502,686$33,086$16,543iApproximate average salary by contribution assumption: employee only about $413,575 at 4% or $275,717 at 6%; with 50% employer match about $275,717 at 4% or $183,811 at 6%; with 100% employer match about $206,788 at 4% or $137,858 at 6%.
TURNKEY FINANCIAL SERVICES 401(K) PLAN-2$502,686$33,086$16,543iApproximate average salary by contribution assumption: employee only about $413,575 at 4% or $275,717 at 6%; with 50% employer match about $275,717 at 4% or $183,811 at 6%; with 100% employer match about $206,788 at 4% or $137,858 at 6%.
202212$384,222$29,562$14,781iApproximate average salary by contribution assumption: employee only about $369,525 at 4% or $246,350 at 6%; with 50% employer match about $246,350 at 4% or $164,233 at 6%; with 100% employer match about $184,763 at 4% or $123,175 at 6%.
TURNKEY FINANCIAL SERVICES 401(K) PLAN-2$384,222$29,562$14,781iApproximate average salary by contribution assumption: employee only about $369,525 at 4% or $246,350 at 6%; with 50% employer match about $246,350 at 4% or $164,233 at 6%; with 100% employer match about $184,763 at 4% or $123,175 at 6%.
202112$438,061$30,607$15,304iApproximate average salary by contribution assumption: employee only about $382,588 at 4% or $255,058 at 6%; with 50% employer match about $255,058 at 4% or $170,039 at 6%; with 100% employer match about $191,294 at 4% or $127,529 at 6%.
TURNKEY FINANCIAL SERVICES 401(K) PLAN-2$438,061$30,607$15,304iApproximate average salary by contribution assumption: employee only about $382,588 at 4% or $255,058 at 6%; with 50% employer match about $255,058 at 4% or $170,039 at 6%; with 100% employer match about $191,294 at 4% or $127,529 at 6%.
202012$350,391$52,428$26,214iApproximate average salary by contribution assumption: employee only about $655,350 at 4% or $436,900 at 6%; with 50% employer match about $436,900 at 4% or $291,267 at 6%; with 100% employer match about $327,675 at 4% or $218,450 at 6%.
TURNKEY FINANCIAL SERVICES 401(K) PLAN-2$350,391$52,428$26,214iApproximate average salary by contribution assumption: employee only about $655,350 at 4% or $436,900 at 6%; with 50% employer match about $436,900 at 4% or $291,267 at 6%; with 100% employer match about $327,675 at 4% or $218,450 at 6%.