Innovest Systems LLC
Plan context: Innovest Systems LLC Profit Sharing Plan & Trust
EIN 13-4146072 • New York, NY • 19 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
145
2020 Assets
$14,402,328
2020 Contributions
$559,361
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $559,361 | - |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 0 | - | $559,361 | - |
| 2019 | 1 | 145 | $14,402,328 | $1,399,694 | $9,653iApproximate average salary by contribution assumption: employee only about $241,327 at 4% or $160,884 at 6%; with 50% employer match about $160,884 at 4% or $107,256 at 6%; with 100% employer match about $120,663 at 4% or $80,442 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 145 | $14,402,328 | $1,399,694 | $9,653iApproximate average salary by contribution assumption: employee only about $241,327 at 4% or $160,884 at 6%; with 50% employer match about $160,884 at 4% or $107,256 at 6%; with 100% employer match about $120,663 at 4% or $80,442 at 6%. |
| 2018 | 1 | 140 | $11,799,617 | $1,361,438 | $9,725iApproximate average salary by contribution assumption: employee only about $243,114 at 4% or $162,076 at 6%; with 50% employer match about $162,076 at 4% or $108,051 at 6%; with 100% employer match about $121,557 at 4% or $81,038 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 140 | $11,799,617 | $1,361,438 | $9,725iApproximate average salary by contribution assumption: employee only about $243,114 at 4% or $162,076 at 6%; with 50% employer match about $162,076 at 4% or $108,051 at 6%; with 100% employer match about $121,557 at 4% or $81,038 at 6%. |
| 2017 | 1 | 97 | $9,203,574 | $1,023,888 | $10,556iApproximate average salary by contribution assumption: employee only about $263,889 at 4% or $175,926 at 6%; with 50% employer match about $175,926 at 4% or $117,284 at 6%; with 100% employer match about $131,944 at 4% or $87,963 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 97 | $9,203,574 | $1,023,888 | $10,556iApproximate average salary by contribution assumption: employee only about $263,889 at 4% or $175,926 at 6%; with 50% employer match about $175,926 at 4% or $117,284 at 6%; with 100% employer match about $131,944 at 4% or $87,963 at 6%. |
| 2016 | 1 | 92 | $7,893,406 | $1,289,329 | $14,014iApproximate average salary by contribution assumption: employee only about $350,361 at 4% or $233,574 at 6%; with 50% employer match about $233,574 at 4% or $155,716 at 6%; with 100% employer match about $175,181 at 4% or $116,787 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 92 | $7,893,406 | $1,289,329 | $14,014iApproximate average salary by contribution assumption: employee only about $350,361 at 4% or $233,574 at 6%; with 50% employer match about $233,574 at 4% or $155,716 at 6%; with 100% employer match about $175,181 at 4% or $116,787 at 6%. |
| 2015 | 1 | 82 | $6,512,206 | $846,472 | $10,323iApproximate average salary by contribution assumption: employee only about $258,071 at 4% or $172,047 at 6%; with 50% employer match about $172,047 at 4% or $114,698 at 6%; with 100% employer match about $129,035 at 4% or $86,024 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 82 | $6,512,206 | $846,472 | $10,323iApproximate average salary by contribution assumption: employee only about $258,071 at 4% or $172,047 at 6%; with 50% employer match about $172,047 at 4% or $114,698 at 6%; with 100% employer match about $129,035 at 4% or $86,024 at 6%. |
| 2014 | 1 | 75 | $6,003,828 | $784,519 | $10,460iApproximate average salary by contribution assumption: employee only about $261,506 at 4% or $174,338 at 6%; with 50% employer match about $174,338 at 4% or $116,225 at 6%; with 100% employer match about $130,753 at 4% or $87,169 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 75 | $6,003,828 | $784,519 | $10,460iApproximate average salary by contribution assumption: employee only about $261,506 at 4% or $174,338 at 6%; with 50% employer match about $174,338 at 4% or $116,225 at 6%; with 100% employer match about $130,753 at 4% or $87,169 at 6%. |
| 2013 | 1 | 42 | $3,898,231 | $550,985 | $13,119iApproximate average salary by contribution assumption: employee only about $327,967 at 4% or $218,645 at 6%; with 50% employer match about $218,645 at 4% or $145,763 at 6%; with 100% employer match about $163,984 at 4% or $109,322 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 42 | $3,898,231 | $550,985 | $13,119iApproximate average salary by contribution assumption: employee only about $327,967 at 4% or $218,645 at 6%; with 50% employer match about $218,645 at 4% or $145,763 at 6%; with 100% employer match about $163,984 at 4% or $109,322 at 6%. |
| 2012 | 1 | 40 | $2,842,869 | $656,833 | $16,421iApproximate average salary by contribution assumption: employee only about $410,521 at 4% or $273,680 at 6%; with 50% employer match about $273,680 at 4% or $182,454 at 6%; with 100% employer match about $205,260 at 4% or $136,840 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 40 | $2,842,869 | $656,833 | $16,421iApproximate average salary by contribution assumption: employee only about $410,521 at 4% or $273,680 at 6%; with 50% employer match about $273,680 at 4% or $182,454 at 6%; with 100% employer match about $205,260 at 4% or $136,840 at 6%. |
| 2011 | 1 | 35 | $1,960,459 | $439,593 | $12,560iApproximate average salary by contribution assumption: employee only about $313,995 at 4% or $209,330 at 6%; with 50% employer match about $209,330 at 4% or $139,553 at 6%; with 100% employer match about $156,998 at 4% or $104,665 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 35 | $1,960,459 | $439,593 | $12,560iApproximate average salary by contribution assumption: employee only about $313,995 at 4% or $209,330 at 6%; with 50% employer match about $209,330 at 4% or $139,553 at 6%; with 100% employer match about $156,998 at 4% or $104,665 at 6%. |
| 2010 | 1 | 36 | $1,843,537 | $290,568 | $8,071iApproximate average salary by contribution assumption: employee only about $201,783 at 4% or $134,522 at 6%; with 50% employer match about $134,522 at 4% or $89,681 at 6%; with 100% employer match about $100,892 at 4% or $67,261 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 36 | $1,843,537 | $290,568 | $8,071iApproximate average salary by contribution assumption: employee only about $201,783 at 4% or $134,522 at 6%; with 50% employer match about $134,522 at 4% or $89,681 at 6%; with 100% employer match about $100,892 at 4% or $67,261 at 6%. |
| 2009 | 1 | 34 | $1,320,939 | $307,760 | $9,052iApproximate average salary by contribution assumption: employee only about $226,294 at 4% or $150,863 at 6%; with 50% employer match about $150,863 at 4% or $100,575 at 6%; with 100% employer match about $113,147 at 4% or $75,431 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 34 | $1,320,939 | $307,760 | $9,052iApproximate average salary by contribution assumption: employee only about $226,294 at 4% or $150,863 at 6%; with 50% employer match about $150,863 at 4% or $100,575 at 6%; with 100% employer match about $113,147 at 4% or $75,431 at 6%. |
| 2008 | 1 | 52 | $881,235 | $301,651 | $5,801iApproximate average salary by contribution assumption: employee only about $145,025 at 4% or $96,683 at 6%; with 50% employer match about $96,683 at 4% or $64,455 at 6%; with 100% employer match about $72,512 at 4% or $48,342 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 52 | $881,235 | $301,651 | $5,801iApproximate average salary by contribution assumption: employee only about $145,025 at 4% or $96,683 at 6%; with 50% employer match about $96,683 at 4% or $64,455 at 6%; with 100% employer match about $72,512 at 4% or $48,342 at 6%. |
| 2007 | 1 | 41 | $0 | $0 | - |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 41 | - | - | - |
| 2006 | 1 | 38 | $743,939 | $110,187 | $2,900iApproximate average salary by contribution assumption: employee only about $72,491 at 4% or $48,328 at 6%; with 50% employer match about $48,328 at 4% or $32,218 at 6%; with 100% employer match about $36,246 at 4% or $24,164 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 38 | $743,939 | $110,187 | $2,900iApproximate average salary by contribution assumption: employee only about $72,491 at 4% or $48,328 at 6%; with 50% employer match about $48,328 at 4% or $32,218 at 6%; with 100% employer match about $36,246 at 4% or $24,164 at 6%. |
| 2005 | 1 | 23 | $566,083 | $235,010 | $10,218iApproximate average salary by contribution assumption: employee only about $255,446 at 4% or $170,297 at 6%; with 50% employer match about $170,297 at 4% or $113,531 at 6%; with 100% employer match about $127,723 at 4% or $85,149 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 23 | $566,083 | $235,010 | $10,218iApproximate average salary by contribution assumption: employee only about $255,446 at 4% or $170,297 at 6%; with 50% employer match about $170,297 at 4% or $113,531 at 6%; with 100% employer match about $127,723 at 4% or $85,149 at 6%. |
| 2004 | 1 | 16 | $343,046 | $100,896 | $6,306iApproximate average salary by contribution assumption: employee only about $157,650 at 4% or $105,100 at 6%; with 50% employer match about $105,100 at 4% or $70,067 at 6%; with 100% employer match about $78,825 at 4% or $52,550 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 16 | $343,046 | $100,896 | $6,306iApproximate average salary by contribution assumption: employee only about $157,650 at 4% or $105,100 at 6%; with 50% employer match about $105,100 at 4% or $70,067 at 6%; with 100% employer match about $78,825 at 4% or $52,550 at 6%. |
| 2003 | 1 | 18 | $229,892 | $155,746 | $8,653iApproximate average salary by contribution assumption: employee only about $216,314 at 4% or $144,209 at 6%; with 50% employer match about $144,209 at 4% or $96,140 at 6%; with 100% employer match about $108,157 at 4% or $72,105 at 6%. |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 18 | $229,892 | $155,746 | $8,653iApproximate average salary by contribution assumption: employee only about $216,314 at 4% or $144,209 at 6%; with 50% employer match about $144,209 at 4% or $96,140 at 6%; with 100% employer match about $108,157 at 4% or $72,105 at 6%. |
| 2002 | 1 | 17 | $0 | $0 | - |
| Innovest Systems LLC Profit Sharing Plan & Trust | - | 17 | - | - | - |