Civic Intelligence

Innisfree M & a Incorporated

Plan context: Innisfree M & a Incorporated 401K Retirement Plan

EIN 13-3953715 • New York, NY • 25 filings • 5 plans

501 Madison Ave 26th FloorNew York, NY 10022-5606
Current Snapshot

Latest Year

2024

2024 Participants

83

2024 Assets

$53,356,446

2024 Contributions

$3,770,366

Historical Graphs

Total Assets Over Time

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

$53,356,446$26,678,223$0199920132024YearValue
$53,356,446Latest year 2024

Participants Over Time

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

83420199920122024YearValue
83Latest year 2024

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
2024183$53,356,446$3,770,366$45,426iApproximate average salary by contribution assumption: employee only about $1,135,652 at 4% or $757,102 at 6%; with 50% employer match about $757,102 at 4% or $504,734 at 6%; with 100% employer match about $567,826 at 4% or $378,551 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-83$53,356,446$3,770,366$45,426iApproximate average salary by contribution assumption: employee only about $1,135,652 at 4% or $757,102 at 6%; with 50% employer match about $757,102 at 4% or $504,734 at 6%; with 100% employer match about $567,826 at 4% or $378,551 at 6%.
2023175$42,959,030$3,185,571$42,474iApproximate average salary by contribution assumption: employee only about $1,061,857 at 4% or $707,905 at 6%; with 50% employer match about $707,905 at 4% or $471,936 at 6%; with 100% employer match about $530,929 at 4% or $353,952 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-75$42,959,030$3,185,571$42,474iApproximate average salary by contribution assumption: employee only about $1,061,857 at 4% or $707,905 at 6%; with 50% employer match about $707,905 at 4% or $471,936 at 6%; with 100% employer match about $530,929 at 4% or $353,952 at 6%.
2022173$32,863,213$2,868,269$39,291iApproximate average salary by contribution assumption: employee only about $982,284 at 4% or $654,856 at 6%; with 50% employer match about $654,856 at 4% or $436,571 at 6%; with 100% employer match about $491,142 at 4% or $327,428 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-73$32,863,213$2,868,269$39,291iApproximate average salary by contribution assumption: employee only about $982,284 at 4% or $654,856 at 6%; with 50% employer match about $654,856 at 4% or $436,571 at 6%; with 100% employer match about $491,142 at 4% or $327,428 at 6%.
2021165$38,277,400$1,671,072$25,709iApproximate average salary by contribution assumption: employee only about $642,720 at 4% or $428,480 at 6%; with 50% employer match about $428,480 at 4% or $285,653 at 6%; with 100% employer match about $321,360 at 4% or $214,240 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-65$38,277,400$1,671,072$25,709iApproximate average salary by contribution assumption: employee only about $642,720 at 4% or $428,480 at 6%; with 50% employer match about $428,480 at 4% or $285,653 at 6%; with 100% employer match about $321,360 at 4% or $214,240 at 6%.
2020160$33,608,552$1,260,335$21,006iApproximate average salary by contribution assumption: employee only about $525,140 at 4% or $350,093 at 6%; with 50% employer match about $350,093 at 4% or $233,395 at 6%; with 100% employer match about $262,570 at 4% or $175,047 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-60$33,608,552$1,260,335$21,006iApproximate average salary by contribution assumption: employee only about $525,140 at 4% or $350,093 at 6%; with 50% employer match about $350,093 at 4% or $233,395 at 6%; with 100% employer match about $262,570 at 4% or $175,047 at 6%.
2019159$25,619,483$1,187,102$20,120iApproximate average salary by contribution assumption: employee only about $503,009 at 4% or $335,340 at 6%; with 50% employer match about $335,340 at 4% or $223,560 at 6%; with 100% employer match about $251,505 at 4% or $167,670 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-59$25,619,483$1,187,102$20,120iApproximate average salary by contribution assumption: employee only about $503,009 at 4% or $335,340 at 6%; with 50% employer match about $335,340 at 4% or $223,560 at 6%; with 100% employer match about $251,505 at 4% or $167,670 at 6%.
2018157$21,645,836$1,822,465$31,973iApproximate average salary by contribution assumption: employee only about $799,327 at 4% or $532,885 at 6%; with 50% employer match about $532,885 at 4% or $355,256 at 6%; with 100% employer match about $399,663 at 4% or $266,442 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-57$21,645,836$1,822,465$31,973iApproximate average salary by contribution assumption: employee only about $799,327 at 4% or $532,885 at 6%; with 50% employer match about $532,885 at 4% or $355,256 at 6%; with 100% employer match about $399,663 at 4% or $266,442 at 6%.
2017155$20,824,274$1,203,606$21,884iApproximate average salary by contribution assumption: employee only about $547,094 at 4% or $364,729 at 6%; with 50% employer match about $364,729 at 4% or $243,153 at 6%; with 100% employer match about $273,547 at 4% or $182,365 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-55$20,824,274$1,203,606$21,884iApproximate average salary by contribution assumption: employee only about $547,094 at 4% or $364,729 at 6%; with 50% employer match about $364,729 at 4% or $243,153 at 6%; with 100% employer match about $273,547 at 4% or $182,365 at 6%.
2016153$16,536,716$1,478,355$27,893iApproximate average salary by contribution assumption: employee only about $697,337 at 4% or $464,892 at 6%; with 50% employer match about $464,892 at 4% or $309,928 at 6%; with 100% employer match about $348,669 at 4% or $232,446 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-53$16,536,716$1,478,355$27,893iApproximate average salary by contribution assumption: employee only about $697,337 at 4% or $464,892 at 6%; with 50% employer match about $464,892 at 4% or $309,928 at 6%; with 100% employer match about $348,669 at 4% or $232,446 at 6%.
2015149$13,997,508$1,083,800$22,118iApproximate average salary by contribution assumption: employee only about $552,959 at 4% or $368,639 at 6%; with 50% employer match about $368,639 at 4% or $245,760 at 6%; with 100% employer match about $276,480 at 4% or $184,320 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-49$13,997,508$1,083,800$22,118iApproximate average salary by contribution assumption: employee only about $552,959 at 4% or $368,639 at 6%; with 50% employer match about $368,639 at 4% or $245,760 at 6%; with 100% employer match about $276,480 at 4% or $184,320 at 6%.
2014147$12,670,381$754,118$16,045iApproximate average salary by contribution assumption: employee only about $401,127 at 4% or $267,418 at 6%; with 50% employer match about $267,418 at 4% or $178,278 at 6%; with 100% employer match about $200,563 at 4% or $133,709 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-47$12,670,381$754,118$16,045iApproximate average salary by contribution assumption: employee only about $401,127 at 4% or $267,418 at 6%; with 50% employer match about $267,418 at 4% or $178,278 at 6%; with 100% employer match about $200,563 at 4% or $133,709 at 6%.
2013145$11,698,244$704,197$15,649iApproximate average salary by contribution assumption: employee only about $391,221 at 4% or $260,814 at 6%; with 50% employer match about $260,814 at 4% or $173,876 at 6%; with 100% employer match about $195,610 at 4% or $130,407 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-45$11,698,244$704,197$15,649iApproximate average salary by contribution assumption: employee only about $391,221 at 4% or $260,814 at 6%; with 50% employer match about $260,814 at 4% or $173,876 at 6%; with 100% employer match about $195,610 at 4% or $130,407 at 6%.
2012147$9,646,464$652,860$13,891iApproximate average salary by contribution assumption: employee only about $347,266 at 4% or $231,511 at 6%; with 50% employer match about $231,511 at 4% or $154,340 at 6%; with 100% employer match about $173,633 at 4% or $115,755 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-47$9,646,464$652,860$13,891iApproximate average salary by contribution assumption: employee only about $347,266 at 4% or $231,511 at 6%; with 50% employer match about $231,511 at 4% or $154,340 at 6%; with 100% employer match about $173,633 at 4% or $115,755 at 6%.
2011146$10,084,232$636,356$13,834iApproximate average salary by contribution assumption: employee only about $345,846 at 4% or $230,564 at 6%; with 50% employer match about $230,564 at 4% or $153,709 at 6%; with 100% employer match about $172,923 at 4% or $115,282 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-46$10,084,232$636,356$13,834iApproximate average salary by contribution assumption: employee only about $345,846 at 4% or $230,564 at 6%; with 50% employer match about $230,564 at 4% or $153,709 at 6%; with 100% employer match about $172,923 at 4% or $115,282 at 6%.
2010142$9,881,168$674,062$16,049iApproximate average salary by contribution assumption: employee only about $401,227 at 4% or $267,485 at 6%; with 50% employer match about $267,485 at 4% or $178,323 at 6%; with 100% employer match about $200,614 at 4% or $133,742 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-42$9,881,168$674,062$16,049iApproximate average salary by contribution assumption: employee only about $401,227 at 4% or $267,485 at 6%; with 50% employer match about $267,485 at 4% or $178,323 at 6%; with 100% employer match about $200,614 at 4% or $133,742 at 6%.
2009149$8,145,230$1,214,135$24,778iApproximate average salary by contribution assumption: employee only about $619,457 at 4% or $412,971 at 6%; with 50% employer match about $412,971 at 4% or $275,314 at 6%; with 100% employer match about $309,728 at 4% or $206,486 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-49$8,145,230$1,214,135$24,778iApproximate average salary by contribution assumption: employee only about $619,457 at 4% or $412,971 at 6%; with 50% employer match about $412,971 at 4% or $275,314 at 6%; with 100% employer match about $309,728 at 4% or $206,486 at 6%.
2008134$5,452,711$993,976$29,235iApproximate average salary by contribution assumption: employee only about $730,865 at 4% or $487,243 at 6%; with 50% employer match about $487,243 at 4% or $324,829 at 6%; with 100% employer match about $365,432 at 4% or $243,622 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-34$5,452,711$993,976$29,235iApproximate average salary by contribution assumption: employee only about $730,865 at 4% or $487,243 at 6%; with 50% employer match about $487,243 at 4% or $324,829 at 6%; with 100% employer match about $365,432 at 4% or $243,622 at 6%.
2007135$0$0-
Innisfree M & a Incorporated 401K Retirement Plan-35---
2006132$5,817,191$489,731$15,304iApproximate average salary by contribution assumption: employee only about $382,602 at 4% or $255,068 at 6%; with 50% employer match about $255,068 at 4% or $170,045 at 6%; with 100% employer match about $191,301 at 4% or $127,534 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-32$5,817,191$489,731$15,304iApproximate average salary by contribution assumption: employee only about $382,602 at 4% or $255,068 at 6%; with 50% employer match about $255,068 at 4% or $170,045 at 6%; with 100% employer match about $191,301 at 4% or $127,534 at 6%.
2005130$4,765,516$438,964$14,632iApproximate average salary by contribution assumption: employee only about $365,803 at 4% or $243,869 at 6%; with 50% employer match about $243,869 at 4% or $162,579 at 6%; with 100% employer match about $182,902 at 4% or $121,934 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-30$4,765,516$438,964$14,632iApproximate average salary by contribution assumption: employee only about $365,803 at 4% or $243,869 at 6%; with 50% employer match about $243,869 at 4% or $162,579 at 6%; with 100% employer match about $182,902 at 4% or $121,934 at 6%.
2004133$4,123,692$486,979$14,757iApproximate average salary by contribution assumption: employee only about $368,923 at 4% or $245,949 at 6%; with 50% employer match about $245,949 at 4% or $163,966 at 6%; with 100% employer match about $184,462 at 4% or $122,974 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-33$4,123,692$486,979$14,757iApproximate average salary by contribution assumption: employee only about $368,923 at 4% or $245,949 at 6%; with 50% employer match about $245,949 at 4% or $163,966 at 6%; with 100% employer match about $184,462 at 4% or $122,974 at 6%.
2003135$3,303,071$392,694$11,220iApproximate average salary by contribution assumption: employee only about $280,496 at 4% or $186,997 at 6%; with 50% employer match about $186,997 at 4% or $124,665 at 6%; with 100% employer match about $140,248 at 4% or $93,499 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-35$3,303,071$392,694$11,220iApproximate average salary by contribution assumption: employee only about $280,496 at 4% or $186,997 at 6%; with 50% employer match about $186,997 at 4% or $124,665 at 6%; with 100% employer match about $140,248 at 4% or $93,499 at 6%.
2002131$2,222,444$575,466$18,563iApproximate average salary by contribution assumption: employee only about $464,085 at 4% or $309,390 at 6%; with 50% employer match about $309,390 at 4% or $206,260 at 6%; with 100% employer match about $232,043 at 4% or $154,695 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-31$2,222,444$575,466$18,563iApproximate average salary by contribution assumption: employee only about $464,085 at 4% or $309,390 at 6%; with 50% employer match about $309,390 at 4% or $206,260 at 6%; with 100% employer match about $232,043 at 4% or $154,695 at 6%.
2000121$1,743,542$499,950$23,807iApproximate average salary by contribution assumption: employee only about $595,179 at 4% or $396,786 at 6%; with 50% employer match about $396,786 at 4% or $264,524 at 6%; with 100% employer match about $297,589 at 4% or $198,393 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-21$1,743,542$499,950$23,807iApproximate average salary by contribution assumption: employee only about $595,179 at 4% or $396,786 at 6%; with 50% employer match about $396,786 at 4% or $264,524 at 6%; with 100% employer match about $297,589 at 4% or $198,393 at 6%.
1999116$1,633,185$180,816$11,301iApproximate average salary by contribution assumption: employee only about $282,525 at 4% or $188,350 at 6%; with 50% employer match about $188,350 at 4% or $125,567 at 6%; with 100% employer match about $141,263 at 4% or $94,175 at 6%.
Innisfree M & a Incorporated 401K Retirement Plan-16$1,633,185$180,816$11,301iApproximate average salary by contribution assumption: employee only about $282,525 at 4% or $188,350 at 6%; with 50% employer match about $188,350 at 4% or $125,567 at 6%; with 100% employer match about $141,263 at 4% or $94,175 at 6%.