Civic Intelligence

Inverness Counsel Inc.

Plan context: Inverness Counsel Inc. 401 K Profit Sharing Plan

EIN 13-3631802 • New York, NY • 13 filings • 5 plans

845 Third AvenueNew York, NY 10022
Current Snapshot

Latest Year

2009

2009 Participants

44

2009 Assets

$3,083,078

2009 Contributions

$365,169

Historical Graphs

Total Assets Over Time

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

$3,083,078$1,541,539$0199920042009YearValue
$3,083,078Latest year 2009

Participants Over Time

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

51260199920042009YearValue
44Latest year 2009

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
2009144$3,083,078$365,169$8,299iApproximate average salary by contribution assumption: employee only about $207,482 at 4% or $138,322 at 6%; with 50% employer match about $138,322 at 4% or $92,214 at 6%; with 100% employer match about $103,741 at 4% or $69,161 at 6%.
Inverness Counsel Inc. 401 K Profit Sharing Plan-44$3,083,078$365,169$8,299iApproximate average salary by contribution assumption: employee only about $207,482 at 4% or $138,322 at 6%; with 50% employer match about $138,322 at 4% or $92,214 at 6%; with 100% employer match about $103,741 at 4% or $69,161 at 6%.
2008145$2,409,105$436,659$9,704iApproximate average salary by contribution assumption: employee only about $242,588 at 4% or $161,726 at 6%; with 50% employer match about $161,726 at 4% or $107,817 at 6%; with 100% employer match about $121,294 at 4% or $80,863 at 6%.
Inverness Counsel Inc. 401 K Profit Sharing Plan-45$2,409,105$436,659$9,704iApproximate average salary by contribution assumption: employee only about $242,588 at 4% or $161,726 at 6%; with 50% employer match about $161,726 at 4% or $107,817 at 6%; with 100% employer match about $121,294 at 4% or $80,863 at 6%.
2007136$0$0-
Inverness Counsel Inc. 401 K Profit Sharing Plan-36---
2006136$2,556,502$283,786$7,883iApproximate average salary by contribution assumption: employee only about $197,074 at 4% or $131,382 at 6%; with 50% employer match about $131,382 at 4% or $87,588 at 6%; with 100% employer match about $98,537 at 4% or $65,691 at 6%.
Inverness Counsel Inc. 401 K Profit Sharing Plan-36$2,556,502$283,786$7,883iApproximate average salary by contribution assumption: employee only about $197,074 at 4% or $131,382 at 6%; with 50% employer match about $131,382 at 4% or $87,588 at 6%; with 100% employer match about $98,537 at 4% or $65,691 at 6%.
2005137$2,177,358$262,494$7,094iApproximate average salary by contribution assumption: employee only about $177,361 at 4% or $118,241 at 6%; with 50% employer match about $118,241 at 4% or $78,827 at 6%; with 100% employer match about $88,680 at 4% or $59,120 at 6%.
Inverness Counsel Inc. 401 K Profit Sharing Plan-37$2,177,358$262,494$7,094iApproximate average salary by contribution assumption: employee only about $177,361 at 4% or $118,241 at 6%; with 50% employer match about $118,241 at 4% or $78,827 at 6%; with 100% employer match about $88,680 at 4% or $59,120 at 6%.
2004140$1,821,135$198,949$4,974iApproximate average salary by contribution assumption: employee only about $124,343 at 4% or $82,895 at 6%; with 50% employer match about $82,895 at 4% or $55,264 at 6%; with 100% employer match about $62,172 at 4% or $41,448 at 6%.
Inverness Counsel Inc. 401 K Profit Sharing Plan-40$1,821,135$198,949$4,974iApproximate average salary by contribution assumption: employee only about $124,343 at 4% or $82,895 at 6%; with 50% employer match about $82,895 at 4% or $55,264 at 6%; with 100% employer match about $62,172 at 4% or $41,448 at 6%.
2003142$1,591,946$185,328$4,413iApproximate average salary by contribution assumption: employee only about $110,314 at 4% or $73,543 at 6%; with 50% employer match about $73,543 at 4% or $49,029 at 6%; with 100% employer match about $55,157 at 4% or $36,771 at 6%.
Inverness Counsel Inc. 401 K Profit Sharing Plan-42$1,591,946$185,328$4,413iApproximate average salary by contribution assumption: employee only about $110,314 at 4% or $73,543 at 6%; with 50% employer match about $73,543 at 4% or $49,029 at 6%; with 100% employer match about $55,157 at 4% or $36,771 at 6%.
2002142$1,180,392$182,349$4,342iApproximate average salary by contribution assumption: employee only about $108,541 at 4% or $72,361 at 6%; with 50% employer match about $72,361 at 4% or $48,240 at 6%; with 100% employer match about $54,271 at 4% or $36,180 at 6%.
Inverness Counsel Inc. 401 K Profit Sharing Plan-42$1,180,392$182,349$4,342iApproximate average salary by contribution assumption: employee only about $108,541 at 4% or $72,361 at 6%; with 50% employer match about $72,361 at 4% or $48,240 at 6%; with 100% employer match about $54,271 at 4% or $36,180 at 6%.
2001241$1,344,331$318,772$7,775iApproximate average salary by contribution assumption: employee only about $194,373 at 4% or $129,582 at 6%; with 50% employer match about $129,582 at 4% or $86,388 at 6%; with 100% employer match about $97,187 at 4% or $64,791 at 6%.
Inverness Counsel Inc. 401 K Profit Sharing Plan-41$1,344,331$318,772$7,775iApproximate average salary by contribution assumption: employee only about $194,373 at 4% or $129,582 at 6%; with 50% employer match about $129,582 at 4% or $86,388 at 6%; with 100% employer match about $97,187 at 4% or $64,791 at 6%.
Inverness Counsel Inc.-0---
2000251$1,211,749$200,838$3,938iApproximate average salary by contribution assumption: employee only about $98,450 at 4% or $65,633 at 6%; with 50% employer match about $65,633 at 4% or $43,756 at 6%; with 100% employer match about $49,225 at 4% or $32,817 at 6%.
Inverness Counsel Inc.-51$1,123,854$112,943$2,215iApproximate average salary by contribution assumption: employee only about $55,364 at 4% or $36,909 at 6%; with 50% employer match about $36,909 at 4% or $24,606 at 6%; with 100% employer match about $27,682 at 4% or $18,455 at 6%.
Inverness Counsel Inc. 401 K Profit Sharing Plan-25$87,895$87,895$3,516iApproximate average salary by contribution assumption: employee only about $87,895 at 4% or $58,597 at 6%; with 50% employer match about $58,597 at 4% or $39,064 at 6%; with 100% employer match about $43,948 at 4% or $29,298 at 6%.
1999146$1,163,850$108,702$2,363iApproximate average salary by contribution assumption: employee only about $59,077 at 4% or $39,385 at 6%; with 50% employer match about $39,385 at 4% or $26,257 at 6%; with 100% employer match about $29,539 at 4% or $19,692 at 6%.
Inverness Counsel Inc.-46$1,163,850$108,702$2,363iApproximate average salary by contribution assumption: employee only about $59,077 at 4% or $39,385 at 6%; with 50% employer match about $39,385 at 4% or $26,257 at 6%; with 100% employer match about $29,539 at 4% or $19,692 at 6%.