Civic Intelligence

Invensure Insurance Brokers Inc.

Plan context: Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan

EIN 11-3707253 • Laguna Beach, CA • 20 filings • 2 plans

303 Broadway StreetSuite 104, Box 100Laguna Beach, CA 92651
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$738,584

2023 Contributions

$17,773

Historical Graphs

Total Assets Over Time

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

$1,733,672$866,836$0200420142022YearValue
$738,584Latest year 2022

Participants Over Time

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

29150200420132022YearValue
10Latest year 2022

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
202310$0$0-
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-0$0$0-
2022110$738,584$17,773$1,777iApproximate average salary by contribution assumption: employee only about $44,433 at 4% or $29,622 at 6%; with 50% employer match about $29,622 at 4% or $19,748 at 6%; with 100% employer match about $22,216 at 4% or $14,811 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-10$738,584$17,773$1,777iApproximate average salary by contribution assumption: employee only about $44,433 at 4% or $29,622 at 6%; with 50% employer match about $29,622 at 4% or $19,748 at 6%; with 100% employer match about $22,216 at 4% or $14,811 at 6%.
2021113$852,319$14,241$1,095iApproximate average salary by contribution assumption: employee only about $27,387 at 4% or $18,258 at 6%; with 50% employer match about $18,258 at 4% or $12,172 at 6%; with 100% employer match about $13,693 at 4% or $9,129 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-13$852,319$14,241$1,095iApproximate average salary by contribution assumption: employee only about $27,387 at 4% or $18,258 at 6%; with 50% employer match about $18,258 at 4% or $12,172 at 6%; with 100% employer match about $13,693 at 4% or $9,129 at 6%.
2020113$770,843$22,721$1,748iApproximate average salary by contribution assumption: employee only about $43,694 at 4% or $29,129 at 6%; with 50% employer match about $29,129 at 4% or $19,420 at 6%; with 100% employer match about $21,847 at 4% or $14,565 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-13$770,843$22,721$1,748iApproximate average salary by contribution assumption: employee only about $43,694 at 4% or $29,129 at 6%; with 50% employer match about $29,129 at 4% or $19,420 at 6%; with 100% employer match about $21,847 at 4% or $14,565 at 6%.
2019115$805,630$18,465$1,231iApproximate average salary by contribution assumption: employee only about $30,775 at 4% or $20,517 at 6%; with 50% employer match about $20,517 at 4% or $13,678 at 6%; with 100% employer match about $15,388 at 4% or $10,258 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-15$805,630$18,465$1,231iApproximate average salary by contribution assumption: employee only about $30,775 at 4% or $20,517 at 6%; with 50% employer match about $20,517 at 4% or $13,678 at 6%; with 100% employer match about $15,388 at 4% or $10,258 at 6%.
2018116$667,271$25,567$1,598iApproximate average salary by contribution assumption: employee only about $39,948 at 4% or $26,632 at 6%; with 50% employer match about $26,632 at 4% or $17,755 at 6%; with 100% employer match about $19,974 at 4% or $13,316 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-16$667,271$25,567$1,598iApproximate average salary by contribution assumption: employee only about $39,948 at 4% or $26,632 at 6%; with 50% employer match about $26,632 at 4% or $17,755 at 6%; with 100% employer match about $19,974 at 4% or $13,316 at 6%.
2017117$880,364$27,647$1,626iApproximate average salary by contribution assumption: employee only about $40,657 at 4% or $27,105 at 6%; with 50% employer match about $27,105 at 4% or $18,070 at 6%; with 100% employer match about $20,329 at 4% or $13,552 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-17$880,364$27,647$1,626iApproximate average salary by contribution assumption: employee only about $40,657 at 4% or $27,105 at 6%; with 50% employer match about $27,105 at 4% or $18,070 at 6%; with 100% employer match about $20,329 at 4% or $13,552 at 6%.
2016118$825,049$50,708$2,817iApproximate average salary by contribution assumption: employee only about $70,428 at 4% or $46,952 at 6%; with 50% employer match about $46,952 at 4% or $31,301 at 6%; with 100% employer match about $35,214 at 4% or $23,476 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-18$825,049$50,708$2,817iApproximate average salary by contribution assumption: employee only about $70,428 at 4% or $46,952 at 6%; with 50% employer match about $46,952 at 4% or $31,301 at 6%; with 100% employer match about $35,214 at 4% or $23,476 at 6%.
2015118$730,372$37,078$2,060iApproximate average salary by contribution assumption: employee only about $51,497 at 4% or $34,331 at 6%; with 50% employer match about $34,331 at 4% or $22,888 at 6%; with 100% employer match about $25,749 at 4% or $17,166 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-18$730,372$37,078$2,060iApproximate average salary by contribution assumption: employee only about $51,497 at 4% or $34,331 at 6%; with 50% employer match about $34,331 at 4% or $22,888 at 6%; with 100% employer match about $25,749 at 4% or $17,166 at 6%.
2014119$943,775$37,048$1,950iApproximate average salary by contribution assumption: employee only about $48,747 at 4% or $32,498 at 6%; with 50% employer match about $32,498 at 4% or $21,665 at 6%; with 100% employer match about $24,374 at 4% or $16,249 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-19$943,775$37,048$1,950iApproximate average salary by contribution assumption: employee only about $48,747 at 4% or $32,498 at 6%; with 50% employer match about $32,498 at 4% or $21,665 at 6%; with 100% employer match about $24,374 at 4% or $16,249 at 6%.
2013119$960,605$40,635$2,139iApproximate average salary by contribution assumption: employee only about $53,467 at 4% or $35,645 at 6%; with 50% employer match about $35,645 at 4% or $23,763 at 6%; with 100% employer match about $26,734 at 4% or $17,822 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-19$960,605$40,635$2,139iApproximate average salary by contribution assumption: employee only about $53,467 at 4% or $35,645 at 6%; with 50% employer match about $35,645 at 4% or $23,763 at 6%; with 100% employer match about $26,734 at 4% or $17,822 at 6%.
2012119$796,305$66,886$3,520iApproximate average salary by contribution assumption: employee only about $88,008 at 4% or $58,672 at 6%; with 50% employer match about $58,672 at 4% or $39,115 at 6%; with 100% employer match about $44,004 at 4% or $29,336 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-19$796,305$66,886$3,520iApproximate average salary by contribution assumption: employee only about $88,008 at 4% or $58,672 at 6%; with 50% employer match about $58,672 at 4% or $39,115 at 6%; with 100% employer match about $44,004 at 4% or $29,336 at 6%.
2011117$1,305,280$28,238$1,661iApproximate average salary by contribution assumption: employee only about $41,526 at 4% or $27,684 at 6%; with 50% employer match about $27,684 at 4% or $18,456 at 6%; with 100% employer match about $20,763 at 4% or $13,842 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-17$1,305,280$28,238$1,661iApproximate average salary by contribution assumption: employee only about $41,526 at 4% or $27,684 at 6%; with 50% employer match about $27,684 at 4% or $18,456 at 6%; with 100% employer match about $20,763 at 4% or $13,842 at 6%.
2010118$1,542,328$70,993$3,944iApproximate average salary by contribution assumption: employee only about $98,601 at 4% or $65,734 at 6%; with 50% employer match about $65,734 at 4% or $43,823 at 6%; with 100% employer match about $49,301 at 4% or $32,867 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-18$1,542,328$70,993$3,944iApproximate average salary by contribution assumption: employee only about $98,601 at 4% or $65,734 at 6%; with 50% employer match about $65,734 at 4% or $43,823 at 6%; with 100% employer match about $49,301 at 4% or $32,867 at 6%.
2009121$1,478,785$61,186$2,914iApproximate average salary by contribution assumption: employee only about $72,840 at 4% or $48,560 at 6%; with 50% employer match about $48,560 at 4% or $32,374 at 6%; with 100% employer match about $36,420 at 4% or $24,280 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-21$1,478,785$61,186$2,914iApproximate average salary by contribution assumption: employee only about $72,840 at 4% or $48,560 at 6%; with 50% employer match about $48,560 at 4% or $32,374 at 6%; with 100% employer match about $36,420 at 4% or $24,280 at 6%.
2008121$1,316,747$155,521$7,406iApproximate average salary by contribution assumption: employee only about $185,144 at 4% or $123,429 at 6%; with 50% employer match about $123,429 at 4% or $82,286 at 6%; with 100% employer match about $92,572 at 4% or $61,715 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-21$1,316,747$155,521$7,406iApproximate average salary by contribution assumption: employee only about $185,144 at 4% or $123,429 at 6%; with 50% employer match about $123,429 at 4% or $82,286 at 6%; with 100% employer match about $92,572 at 4% or $61,715 at 6%.
2007123$0$0-
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-23---
2006128$1,733,672$343,862$12,281iApproximate average salary by contribution assumption: employee only about $307,020 at 4% or $204,680 at 6%; with 50% employer match about $204,680 at 4% or $136,453 at 6%; with 100% employer match about $153,510 at 4% or $102,340 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-28$1,733,672$343,862$12,281iApproximate average salary by contribution assumption: employee only about $307,020 at 4% or $204,680 at 6%; with 50% employer match about $204,680 at 4% or $136,453 at 6%; with 100% employer match about $153,510 at 4% or $102,340 at 6%.
2005129$1,554,262$308,880$10,651iApproximate average salary by contribution assumption: employee only about $266,276 at 4% or $177,517 at 6%; with 50% employer match about $177,517 at 4% or $118,345 at 6%; with 100% employer match about $133,138 at 4% or $88,759 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-29$1,554,262$308,880$10,651iApproximate average salary by contribution assumption: employee only about $266,276 at 4% or $177,517 at 6%; with 50% employer match about $177,517 at 4% or $118,345 at 6%; with 100% employer match about $133,138 at 4% or $88,759 at 6%.
2004126$1,171,860$293,293$11,281iApproximate average salary by contribution assumption: employee only about $282,013 at 4% or $188,008 at 6%; with 50% employer match about $188,008 at 4% or $125,339 at 6%; with 100% employer match about $141,006 at 4% or $94,004 at 6%.
Invensure Insurance Brokers Inc. 401(K) Retirement Savings Plan-26$1,171,860$293,293$11,281iApproximate average salary by contribution assumption: employee only about $282,013 at 4% or $188,008 at 6%; with 50% employer match about $188,008 at 4% or $125,339 at 6%; with 100% employer match about $141,006 at 4% or $94,004 at 6%.