Civic Intelligence

Innovative Office Systems LLC

Plan context: Lineage Profit Sharing Plan

EIN 13-4206702 • Charlotte, NC • 13 filings • 2 plans

1629 Cross Beam Dr.Charlotte, NC 28217
Current Snapshot

Latest Year

2024

2024 Participants

112

2024 Assets

$8,218,129

2024 Contributions

$708,958

Historical Graphs

Total Assets Over Time

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

$8,218,129$4,109,065$0201220182024YearValue
$8,218,129Latest year 2024

Participants Over Time

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

160800201220182024YearValue
112Latest 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
20241112$8,218,129$708,958$6,330iApproximate average salary by contribution assumption: employee only about $158,250 at 4% or $105,500 at 6%; with 50% employer match about $105,500 at 4% or $70,333 at 6%; with 100% employer match about $79,125 at 4% or $52,750 at 6%.
Lineage Profit Sharing Plan-112$8,218,129$708,958$6,330iApproximate average salary by contribution assumption: employee only about $158,250 at 4% or $105,500 at 6%; with 50% employer match about $105,500 at 4% or $70,333 at 6%; with 100% employer match about $79,125 at 4% or $52,750 at 6%.
20231122$7,605,719$636,463$5,217iApproximate average salary by contribution assumption: employee only about $130,423 at 4% or $86,948 at 6%; with 50% employer match about $86,948 at 4% or $57,966 at 6%; with 100% employer match about $65,211 at 4% or $43,474 at 6%.
Lineage Profit Sharing Plan-122$7,605,719$636,463$5,217iApproximate average salary by contribution assumption: employee only about $130,423 at 4% or $86,948 at 6%; with 50% employer match about $86,948 at 4% or $57,966 at 6%; with 100% employer match about $65,211 at 4% or $43,474 at 6%.
20221160$6,515,816$454,302$2,839iApproximate average salary by contribution assumption: employee only about $70,985 at 4% or $47,323 at 6%; with 50% employer match about $47,323 at 4% or $31,549 at 6%; with 100% employer match about $35,492 at 4% or $23,662 at 6%.
Lineage Profit Sharing Plan-160$6,515,816$454,302$2,839iApproximate average salary by contribution assumption: employee only about $70,985 at 4% or $47,323 at 6%; with 50% employer match about $47,323 at 4% or $31,549 at 6%; with 100% employer match about $35,492 at 4% or $23,662 at 6%.
20211106$7,641,116$612,133$5,775iApproximate average salary by contribution assumption: employee only about $144,371 at 4% or $96,247 at 6%; with 50% employer match about $96,247 at 4% or $64,165 at 6%; with 100% employer match about $72,185 at 4% or $48,124 at 6%.
Lineage Profit Sharing Plan-106$7,641,116$612,133$5,775iApproximate average salary by contribution assumption: employee only about $144,371 at 4% or $96,247 at 6%; with 50% employer match about $96,247 at 4% or $64,165 at 6%; with 100% employer match about $72,185 at 4% or $48,124 at 6%.
20201104$6,512,136$688,034$6,616iApproximate average salary by contribution assumption: employee only about $165,393 at 4% or $110,262 at 6%; with 50% employer match about $110,262 at 4% or $73,508 at 6%; with 100% employer match about $82,696 at 4% or $55,131 at 6%.
Lineage Profit Sharing Plan-104$6,512,136$688,034$6,616iApproximate average salary by contribution assumption: employee only about $165,393 at 4% or $110,262 at 6%; with 50% employer match about $110,262 at 4% or $73,508 at 6%; with 100% employer match about $82,696 at 4% or $55,131 at 6%.
2019184$5,861,314$342,873$4,082iApproximate average salary by contribution assumption: employee only about $102,046 at 4% or $68,030 at 6%; with 50% employer match about $68,030 at 4% or $45,354 at 6%; with 100% employer match about $51,023 at 4% or $34,015 at 6%.
Lineage Profit Sharing Plan-84$5,861,314$342,873$4,082iApproximate average salary by contribution assumption: employee only about $102,046 at 4% or $68,030 at 6%; with 50% employer match about $68,030 at 4% or $45,354 at 6%; with 100% employer match about $51,023 at 4% or $34,015 at 6%.
2018195$5,084,731$543,179$5,718iApproximate average salary by contribution assumption: employee only about $142,942 at 4% or $95,295 at 6%; with 50% employer match about $95,295 at 4% or $63,530 at 6%; with 100% employer match about $71,471 at 4% or $47,647 at 6%.
Lineage Profit Sharing Plan-95$5,084,731$543,179$5,718iApproximate average salary by contribution assumption: employee only about $142,942 at 4% or $95,295 at 6%; with 50% employer match about $95,295 at 4% or $63,530 at 6%; with 100% employer match about $71,471 at 4% or $47,647 at 6%.
2017196$5,381,889$589,312$6,139iApproximate average salary by contribution assumption: employee only about $153,467 at 4% or $102,311 at 6%; with 50% employer match about $102,311 at 4% or $68,207 at 6%; with 100% employer match about $76,733 at 4% or $51,156 at 6%.
Lineage Profit Sharing Plan-96$5,381,889$589,312$6,139iApproximate average salary by contribution assumption: employee only about $153,467 at 4% or $102,311 at 6%; with 50% employer match about $102,311 at 4% or $68,207 at 6%; with 100% employer match about $76,733 at 4% or $51,156 at 6%.
2016193$4,538,518$120,660$1,297iApproximate average salary by contribution assumption: employee only about $32,435 at 4% or $21,624 at 6%; with 50% employer match about $21,624 at 4% or $14,416 at 6%; with 100% employer match about $16,218 at 4% or $10,812 at 6%.
Lineage Profit Sharing Plan-93$4,538,518$120,660$1,297iApproximate average salary by contribution assumption: employee only about $32,435 at 4% or $21,624 at 6%; with 50% employer match about $21,624 at 4% or $14,416 at 6%; with 100% employer match about $16,218 at 4% or $10,812 at 6%.
2015120$1,016,471$117,086$5,854iApproximate average salary by contribution assumption: employee only about $146,358 at 4% or $97,572 at 6%; with 50% employer match about $97,572 at 4% or $65,048 at 6%; with 100% employer match about $73,179 at 4% or $48,786 at 6%.
Lineage Profit Sharing Plan-20$1,016,471$117,086$5,854iApproximate average salary by contribution assumption: employee only about $146,358 at 4% or $97,572 at 6%; with 50% employer match about $97,572 at 4% or $65,048 at 6%; with 100% employer match about $73,179 at 4% or $48,786 at 6%.
2014117$964,908$92,151$5,421iApproximate average salary by contribution assumption: employee only about $135,516 at 4% or $90,344 at 6%; with 50% employer match about $90,344 at 4% or $60,229 at 6%; with 100% employer match about $67,758 at 4% or $45,172 at 6%.
Lineage Profit Sharing Plan-17$964,908$92,151$5,421iApproximate average salary by contribution assumption: employee only about $135,516 at 4% or $90,344 at 6%; with 50% employer match about $90,344 at 4% or $60,229 at 6%; with 100% employer match about $67,758 at 4% or $45,172 at 6%.
2013117$863,558$745,005$43,824iApproximate average salary by contribution assumption: employee only about $1,095,596 at 4% or $730,397 at 6%; with 50% employer match about $730,397 at 4% or $486,931 at 6%; with 100% employer match about $547,798 at 4% or $365,199 at 6%.
Lineage Profit Sharing Plan-17$863,558$745,005$43,824iApproximate average salary by contribution assumption: employee only about $1,095,596 at 4% or $730,397 at 6%; with 50% employer match about $730,397 at 4% or $486,931 at 6%; with 100% employer match about $547,798 at 4% or $365,199 at 6%.
2012114$45,380$45,380$3,241iApproximate average salary by contribution assumption: employee only about $81,036 at 4% or $54,024 at 6%; with 50% employer match about $54,024 at 4% or $36,016 at 6%; with 100% employer match about $40,518 at 4% or $27,012 at 6%.
Lineage Profit Sharing Plan-14$45,380$45,380$3,241iApproximate average salary by contribution assumption: employee only about $81,036 at 4% or $54,024 at 6%; with 50% employer match about $54,024 at 4% or $36,016 at 6%; with 100% employer match about $40,518 at 4% or $27,012 at 6%.