Civic Intelligence

The Incentive Group Inc.

Plan context: The Incentive Group Inc. Incentive Savings Trust

EIN 13-3478164 • White Plains, NY • 42 filings • 2 plans

399 Knollwood Road Suite 104White Plains, NY 10603
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$4,481,683

2025 Contributions

$168,201

Historical Graphs

Total Assets Over Time

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

$11,105,916$5,552,958$0200120142025YearValue
$4,481,683Latest year 2025

Participants Over Time

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

630200120142025YearValue
5Latest 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
202515$4,481,683$168,201$33,640iApproximate average salary by contribution assumption: employee only about $841,005 at 4% or $560,670 at 6%; with 50% employer match about $560,670 at 4% or $373,780 at 6%; with 100% employer match about $420,502 at 4% or $280,335 at 6%.
The Incentive Group Inc. Incentive Savings Trust-5$4,481,683$168,201$33,640iApproximate average salary by contribution assumption: employee only about $841,005 at 4% or $560,670 at 6%; with 50% employer match about $560,670 at 4% or $373,780 at 6%; with 100% employer match about $420,502 at 4% or $280,335 at 6%.
202425$11,105,916$168,567$33,713iApproximate average salary by contribution assumption: employee only about $842,835 at 4% or $561,890 at 6%; with 50% employer match about $561,890 at 4% or $374,593 at 6%; with 100% employer match about $421,418 at 4% or $280,945 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-5$7,156,494$0-
The Incentive Group Inc. Incentive Savings Trust-5$3,949,422$168,567$33,713iApproximate average salary by contribution assumption: employee only about $842,835 at 4% or $561,890 at 6%; with 50% employer match about $561,890 at 4% or $374,593 at 6%; with 100% employer match about $421,418 at 4% or $280,945 at 6%.
202324$10,214,958$674,554$168,639iApproximate average salary by contribution assumption: employee only about $4,215,963 at 4% or $2,810,642 at 6%; with 50% employer match about $2,810,642 at 4% or $1,873,761 at 6%; with 100% employer match about $2,107,981 at 4% or $1,405,321 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-4$6,796,996$517,851$129,463iApproximate average salary by contribution assumption: employee only about $3,236,569 at 4% or $2,157,713 at 6%; with 50% employer match about $2,157,713 at 4% or $1,438,475 at 6%; with 100% employer match about $1,618,284 at 4% or $1,078,856 at 6%.
The Incentive Group Inc. Incentive Savings Trust-4$3,417,962$156,703$39,176iApproximate average salary by contribution assumption: employee only about $979,394 at 4% or $652,929 at 6%; with 50% employer match about $652,929 at 4% or $435,286 at 6%; with 100% employer match about $489,697 at 4% or $326,465 at 6%.
202225$8,910,416$410,993$82,199iApproximate average salary by contribution assumption: employee only about $2,054,965 at 4% or $1,369,977 at 6%; with 50% employer match about $1,369,977 at 4% or $913,318 at 6%; with 100% employer match about $1,027,483 at 4% or $684,988 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-3$5,971,415$278,872$92,957iApproximate average salary by contribution assumption: employee only about $2,323,933 at 4% or $1,549,289 at 6%; with 50% employer match about $1,549,289 at 4% or $1,032,859 at 6%; with 100% employer match about $1,161,967 at 4% or $774,644 at 6%.
The Incentive Group Inc. Incentive Savings Trust-5$2,939,001$132,121$26,424iApproximate average salary by contribution assumption: employee only about $660,605 at 4% or $440,403 at 6%; with 50% employer match about $440,403 at 4% or $293,602 at 6%; with 100% employer match about $330,303 at 4% or $220,202 at 6%.
202125$8,640,147$140,422$28,084iApproximate average salary by contribution assumption: employee only about $702,110 at 4% or $468,073 at 6%; with 50% employer match about $468,073 at 4% or $312,049 at 6%; with 100% employer match about $351,055 at 4% or $234,037 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-5$5,625,748$3,390$678iApproximate average salary by contribution assumption: employee only about $16,950 at 4% or $11,300 at 6%; with 50% employer match about $11,300 at 4% or $7,533 at 6%; with 100% employer match about $8,475 at 4% or $5,650 at 6%.
The Incentive Group Inc. Incentive Savings Trust-5$3,014,399$137,032$27,406iApproximate average salary by contribution assumption: employee only about $685,160 at 4% or $456,773 at 6%; with 50% employer match about $456,773 at 4% or $304,516 at 6%; with 100% employer match about $342,580 at 4% or $228,387 at 6%.
202024$8,287,727$184,845$46,211iApproximate average salary by contribution assumption: employee only about $1,155,281 at 4% or $770,188 at 6%; with 50% employer match about $770,188 at 4% or $513,458 at 6%; with 100% employer match about $577,641 at 4% or $385,094 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-4$5,622,365$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
The Incentive Group Inc. Incentive Savings Trust-4$2,665,362$134,845$33,711iApproximate average salary by contribution assumption: employee only about $842,781 at 4% or $561,854 at 6%; with 50% employer match about $561,854 at 4% or $374,569 at 6%; with 100% employer match about $421,391 at 4% or $280,927 at 6%.
201925$7,893,252$518,882$103,776iApproximate average salary by contribution assumption: employee only about $2,594,410 at 4% or $1,729,607 at 6%; with 50% employer match about $1,729,607 at 4% or $1,153,071 at 6%; with 100% employer match about $1,297,205 at 4% or $864,803 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-5$5,559,026$383,830$76,766iApproximate average salary by contribution assumption: employee only about $1,919,150 at 4% or $1,279,433 at 6%; with 50% employer match about $1,279,433 at 4% or $852,956 at 6%; with 100% employer match about $959,575 at 4% or $639,717 at 6%.
The Incentive Group Inc. Incentive Savings Trust-5$2,334,226$135,052$27,010iApproximate average salary by contribution assumption: employee only about $675,260 at 4% or $450,173 at 6%; with 50% employer match about $450,173 at 4% or $300,116 at 6%; with 100% employer match about $337,630 at 4% or $225,087 at 6%.
201825$7,135,549$578,100$115,620iApproximate average salary by contribution assumption: employee only about $2,890,500 at 4% or $1,927,000 at 6%; with 50% employer match about $1,927,000 at 4% or $1,284,667 at 6%; with 100% employer match about $1,445,250 at 4% or $963,500 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-5$5,091,876$442,363$88,473iApproximate average salary by contribution assumption: employee only about $2,211,815 at 4% or $1,474,543 at 6%; with 50% employer match about $1,474,543 at 4% or $983,029 at 6%; with 100% employer match about $1,105,908 at 4% or $737,272 at 6%.
The Incentive Group Inc. Incentive Savings Trust-5$2,043,673$135,737$27,147iApproximate average salary by contribution assumption: employee only about $678,685 at 4% or $452,457 at 6%; with 50% employer match about $452,457 at 4% or $301,638 at 6%; with 100% employer match about $339,343 at 4% or $226,228 at 6%.
201723$6,520,331$619,161$206,387iApproximate average salary by contribution assumption: employee only about $5,159,675 at 4% or $3,439,783 at 6%; with 50% employer match about $3,439,783 at 4% or $2,293,189 at 6%; with 100% employer match about $2,579,838 at 4% or $1,719,892 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-3$4,579,594$494,419$164,806iApproximate average salary by contribution assumption: employee only about $4,120,158 at 4% or $2,746,772 at 6%; with 50% employer match about $2,746,772 at 4% or $1,831,181 at 6%; with 100% employer match about $2,060,079 at 4% or $1,373,386 at 6%.
The Incentive Group Inc. Incentive Savings Trust-3$1,940,737$124,742$41,581iApproximate average salary by contribution assumption: employee only about $1,039,517 at 4% or $693,011 at 6%; with 50% employer match about $693,011 at 4% or $462,007 at 6%; with 100% employer match about $519,758 at 4% or $346,506 at 6%.
201624$5,767,493$638,562$159,641iApproximate average salary by contribution assumption: employee only about $3,991,013 at 4% or $2,660,675 at 6%; with 50% employer match about $2,660,675 at 4% or $1,773,783 at 6%; with 100% employer match about $1,995,506 at 4% or $1,330,338 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-4$4,063,538$512,708$128,177iApproximate average salary by contribution assumption: employee only about $3,204,425 at 4% or $2,136,283 at 6%; with 50% employer match about $2,136,283 at 4% or $1,424,189 at 6%; with 100% employer match about $1,602,213 at 4% or $1,068,142 at 6%.
The Incentive Group Inc. Incentive Savings Trust-4$1,703,955$125,854$31,464iApproximate average salary by contribution assumption: employee only about $786,588 at 4% or $524,392 at 6%; with 50% employer match about $524,392 at 4% or $349,594 at 6%; with 100% employer match about $393,294 at 4% or $262,196 at 6%.
201524$5,082,075$717,027$179,257iApproximate average salary by contribution assumption: employee only about $4,481,419 at 4% or $2,987,613 at 6%; with 50% employer match about $2,987,613 at 4% or $1,991,742 at 6%; with 100% employer match about $2,240,709 at 4% or $1,493,806 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-4$3,547,494$592,315$148,079iApproximate average salary by contribution assumption: employee only about $3,701,969 at 4% or $2,467,979 at 6%; with 50% employer match about $2,467,979 at 4% or $1,645,319 at 6%; with 100% employer match about $1,850,984 at 4% or $1,233,990 at 6%.
The Incentive Group Inc. Incentive Savings Trust-4$1,534,581$124,712$31,178iApproximate average salary by contribution assumption: employee only about $779,450 at 4% or $519,633 at 6%; with 50% employer match about $519,633 at 4% or $346,422 at 6%; with 100% employer match about $389,725 at 4% or $259,817 at 6%.
201423$4,358,993$631,481$210,494iApproximate average salary by contribution assumption: employee only about $5,262,342 at 4% or $3,508,228 at 6%; with 50% employer match about $3,508,228 at 4% or $2,338,819 at 6%; with 100% employer match about $2,631,171 at 4% or $1,754,114 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-3$2,954,909$511,679$170,560iApproximate average salary by contribution assumption: employee only about $4,263,992 at 4% or $2,842,661 at 6%; with 50% employer match about $2,842,661 at 4% or $1,895,107 at 6%; with 100% employer match about $2,131,996 at 4% or $1,421,331 at 6%.
The Incentive Group Inc. Incentive Savings Trust-3$1,404,084$119,802$39,934iApproximate average salary by contribution assumption: employee only about $998,350 at 4% or $665,567 at 6%; with 50% employer match about $665,567 at 4% or $443,711 at 6%; with 100% employer match about $499,175 at 4% or $332,783 at 6%.
201324$3,747,271$532,976$133,244iApproximate average salary by contribution assumption: employee only about $3,331,100 at 4% or $2,220,733 at 6%; with 50% employer match about $2,220,733 at 4% or $1,480,489 at 6%; with 100% employer match about $1,665,550 at 4% or $1,110,367 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-4$2,450,523$412,126$103,032iApproximate average salary by contribution assumption: employee only about $2,575,788 at 4% or $1,717,192 at 6%; with 50% employer match about $1,717,192 at 4% or $1,144,794 at 6%; with 100% employer match about $1,287,894 at 4% or $858,596 at 6%.
The Incentive Group Inc. Incentive Savings Trust-4$1,296,748$120,850$30,213iApproximate average salary by contribution assumption: employee only about $755,313 at 4% or $503,542 at 6%; with 50% employer match about $503,542 at 4% or $335,694 at 6%; with 100% employer match about $377,656 at 4% or $251,771 at 6%.
201224$3,125,992$615,575$153,894iApproximate average salary by contribution assumption: employee only about $3,847,344 at 4% or $2,564,896 at 6%; with 50% employer match about $2,564,896 at 4% or $1,709,931 at 6%; with 100% employer match about $1,923,672 at 4% or $1,282,448 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-4$2,038,192$496,425$124,106iApproximate average salary by contribution assumption: employee only about $3,102,656 at 4% or $2,068,438 at 6%; with 50% employer match about $2,068,438 at 4% or $1,378,958 at 6%; with 100% employer match about $1,551,328 at 4% or $1,034,219 at 6%.
The Incentive Group Inc. Incentive Savings Trust-4$1,087,800$119,150$29,788iApproximate average salary by contribution assumption: employee only about $744,688 at 4% or $496,458 at 6%; with 50% employer match about $496,458 at 4% or $330,972 at 6%; with 100% employer match about $372,344 at 4% or $248,229 at 6%.
201124$2,459,447$466,011$116,503iApproximate average salary by contribution assumption: employee only about $2,912,569 at 4% or $1,941,713 at 6%; with 50% employer match about $1,941,713 at 4% or $1,294,475 at 6%; with 100% employer match about $1,456,284 at 4% or $970,856 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-4$1,542,151$345,571$86,393iApproximate average salary by contribution assumption: employee only about $2,159,819 at 4% or $1,439,879 at 6%; with 50% employer match about $1,439,879 at 4% or $959,919 at 6%; with 100% employer match about $1,079,909 at 4% or $719,940 at 6%.
The Incentive Group Inc. Incentive Savings Trust-3$917,296$120,440$40,147iApproximate average salary by contribution assumption: employee only about $1,003,667 at 4% or $669,111 at 6%; with 50% employer match about $669,111 at 4% or $446,074 at 6%; with 100% employer match about $501,833 at 4% or $334,556 at 6%.
201024$2,151,862$541,415$135,354iApproximate average salary by contribution assumption: employee only about $3,383,844 at 4% or $2,255,896 at 6%; with 50% employer match about $2,255,896 at 4% or $1,503,931 at 6%; with 100% employer match about $1,691,922 at 4% or $1,127,948 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-4$1,208,549$405,775$101,444iApproximate average salary by contribution assumption: employee only about $2,536,094 at 4% or $1,690,729 at 6%; with 50% employer match about $1,690,729 at 4% or $1,127,153 at 6%; with 100% employer match about $1,268,047 at 4% or $845,365 at 6%.
The Incentive Group Inc. Incentive Savings Trust-4$943,313$135,640$33,910iApproximate average salary by contribution assumption: employee only about $847,750 at 4% or $565,167 at 6%; with 50% employer match about $565,167 at 4% or $376,778 at 6%; with 100% employer match about $423,875 at 4% or $282,583 at 6%.
200924$1,559,913$592,615$148,154iApproximate average salary by contribution assumption: employee only about $3,703,844 at 4% or $2,469,229 at 6%; with 50% employer match about $2,469,229 at 4% or $1,646,153 at 6%; with 100% employer match about $1,851,922 at 4% or $1,234,615 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-4$802,331$456,975$114,244iApproximate average salary by contribution assumption: employee only about $2,856,094 at 4% or $1,904,063 at 6%; with 50% employer match about $1,904,063 at 4% or $1,269,375 at 6%; with 100% employer match about $1,428,047 at 4% or $952,031 at 6%.
The Incentive Group Inc. Incentive Savings Trust-4$757,582$135,640$33,910iApproximate average salary by contribution assumption: employee only about $847,750 at 4% or $565,167 at 6%; with 50% employer match about $565,167 at 4% or $376,778 at 6%; with 100% employer match about $423,875 at 4% or $282,583 at 6%.
200824$540,964$114,983$28,746iApproximate average salary by contribution assumption: employee only about $718,644 at 4% or $479,096 at 6%; with 50% employer match about $479,096 at 4% or $319,397 at 6%; with 100% employer match about $359,322 at 4% or $239,548 at 6%.
The Incentive Group Inc. Incentive Savings Trust-4$540,964$114,983$28,746iApproximate average salary by contribution assumption: employee only about $718,644 at 4% or $479,096 at 6%; with 50% employer match about $479,096 at 4% or $319,397 at 6%; with 100% employer match about $359,322 at 4% or $239,548 at 6%.
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-4---
200725$0$0-
THE INCENTIVE GROUP, INC. CASH BALANCE PENSION PLAN AND TRUST-5---
The Incentive Group Inc. Incentive Savings Trust-5---
200615$463,750$75,112$15,022iApproximate average salary by contribution assumption: employee only about $375,560 at 4% or $250,373 at 6%; with 50% employer match about $250,373 at 4% or $166,916 at 6%; with 100% employer match about $187,780 at 4% or $125,187 at 6%.
The Incentive Group Inc. Incentive Savings Trust-5$463,750$75,112$15,022iApproximate average salary by contribution assumption: employee only about $375,560 at 4% or $250,373 at 6%; with 50% employer match about $250,373 at 4% or $166,916 at 6%; with 100% employer match about $187,780 at 4% or $125,187 at 6%.
200516$360,348$70,622$11,770iApproximate average salary by contribution assumption: employee only about $294,258 at 4% or $196,172 at 6%; with 50% employer match about $196,172 at 4% or $130,781 at 6%; with 100% employer match about $147,129 at 4% or $98,086 at 6%.
The Incentive Group Inc. Incentive Savings Trust-6$360,348$70,622$11,770iApproximate average salary by contribution assumption: employee only about $294,258 at 4% or $196,172 at 6%; with 50% employer match about $196,172 at 4% or $130,781 at 6%; with 100% employer match about $147,129 at 4% or $98,086 at 6%.
200416$264,351$69,778$11,630iApproximate average salary by contribution assumption: employee only about $290,742 at 4% or $193,828 at 6%; with 50% employer match about $193,828 at 4% or $129,219 at 6%; with 100% employer match about $145,371 at 4% or $96,914 at 6%.
The Incentive Group Inc. Incentive Savings Trust-6$264,351$69,778$11,630iApproximate average salary by contribution assumption: employee only about $290,742 at 4% or $193,828 at 6%; with 50% employer match about $193,828 at 4% or $129,219 at 6%; with 100% employer match about $145,371 at 4% or $96,914 at 6%.
200314$176,309$60,781$15,195iApproximate average salary by contribution assumption: employee only about $379,881 at 4% or $253,254 at 6%; with 50% employer match about $253,254 at 4% or $168,836 at 6%; with 100% employer match about $189,941 at 4% or $126,627 at 6%.
The Incentive Group Inc. Incentive Savings Trust-4$176,309$60,781$15,195iApproximate average salary by contribution assumption: employee only about $379,881 at 4% or $253,254 at 6%; with 50% employer match about $253,254 at 4% or $168,836 at 6%; with 100% employer match about $189,941 at 4% or $126,627 at 6%.
200113$42,807$42,807$14,269iApproximate average salary by contribution assumption: employee only about $356,725 at 4% or $237,817 at 6%; with 50% employer match about $237,817 at 4% or $158,544 at 6%; with 100% employer match about $178,363 at 4% or $118,908 at 6%.
The Incentive Group Inc. Incentive Savings Trust-3$42,807$42,807$14,269iApproximate average salary by contribution assumption: employee only about $356,725 at 4% or $237,817 at 6%; with 50% employer match about $237,817 at 4% or $158,544 at 6%; with 100% employer match about $178,363 at 4% or $118,908 at 6%.