Civic Intelligence

The 1031 Exchange Connection Inc.

Plan context: 1031 Exchange Connection 401(K) Plan

EIN 20-0136112 • Delray Beach, FL • 8 filings • 1 plans

9471 Isles Cay Dr.Delray Beach, FL 33446
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$467,640

2025 Contributions

$66,300

Historical Graphs

Total Assets Over Time

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

$467,640$233,820$0201820222025YearValue
$467,640Latest year 2025

Participants Over Time

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

210201820222025YearValue
2Latest 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
202512$467,640$0-
1031 Exchange Connection 401(K) Plan-2$467,640--
202412$353,982$66,300$33,150iApproximate average salary by contribution assumption: employee only about $828,750 at 4% or $552,500 at 6%; with 50% employer match about $552,500 at 4% or $368,333 at 6%; with 100% employer match about $414,375 at 4% or $276,250 at 6%.
1031 Exchange Connection 401(K) Plan-2$353,982$66,300$33,150iApproximate average salary by contribution assumption: employee only about $828,750 at 4% or $552,500 at 6%; with 50% employer match about $552,500 at 4% or $368,333 at 6%; with 100% employer match about $414,375 at 4% or $276,250 at 6%.
202312$281,094$16,375$8,188iApproximate average salary by contribution assumption: employee only about $204,688 at 4% or $136,458 at 6%; with 50% employer match about $136,458 at 4% or $90,972 at 6%; with 100% employer match about $102,344 at 4% or $68,229 at 6%.
1031 Exchange Connection 401(K) Plan-2$281,094$16,375$8,188iApproximate average salary by contribution assumption: employee only about $204,688 at 4% or $136,458 at 6%; with 50% employer match about $136,458 at 4% or $90,972 at 6%; with 100% employer match about $102,344 at 4% or $68,229 at 6%.
202212$257,357$74,875$37,438iApproximate average salary by contribution assumption: employee only about $935,938 at 4% or $623,958 at 6%; with 50% employer match about $623,958 at 4% or $415,972 at 6%; with 100% employer match about $467,969 at 4% or $311,979 at 6%.
1031 Exchange Connection 401(K) Plan-2$257,357$74,875$37,438iApproximate average salary by contribution assumption: employee only about $935,938 at 4% or $623,958 at 6%; with 50% employer match about $623,958 at 4% or $415,972 at 6%; with 100% employer match about $467,969 at 4% or $311,979 at 6%.
202112$198,582$61,165$30,583iApproximate average salary by contribution assumption: employee only about $764,563 at 4% or $509,708 at 6%; with 50% employer match about $509,708 at 4% or $339,806 at 6%; with 100% employer match about $382,281 at 4% or $254,854 at 6%.
1031 Exchange Connection 401(K) Plan-2$198,582$61,165$30,583iApproximate average salary by contribution assumption: employee only about $764,563 at 4% or $509,708 at 6%; with 50% employer match about $509,708 at 4% or $339,806 at 6%; with 100% employer match about $382,281 at 4% or $254,854 at 6%.
202012$138,224$46,961$23,481iApproximate average salary by contribution assumption: employee only about $587,013 at 4% or $391,342 at 6%; with 50% employer match about $391,342 at 4% or $260,894 at 6%; with 100% employer match about $293,506 at 4% or $195,671 at 6%.
1031 Exchange Connection 401(K) Plan-2$138,224$46,961$23,481iApproximate average salary by contribution assumption: employee only about $587,013 at 4% or $391,342 at 6%; with 50% employer match about $391,342 at 4% or $260,894 at 6%; with 100% employer match about $293,506 at 4% or $195,671 at 6%.
201912$84,966$22,365$11,183iApproximate average salary by contribution assumption: employee only about $279,563 at 4% or $186,375 at 6%; with 50% employer match about $186,375 at 4% or $124,250 at 6%; with 100% employer match about $139,781 at 4% or $93,188 at 6%.
1031 Exchange Connection 401(K) Plan-2$84,966$22,365$11,183iApproximate average salary by contribution assumption: employee only about $279,563 at 4% or $186,375 at 6%; with 50% employer match about $186,375 at 4% or $124,250 at 6%; with 100% employer match about $139,781 at 4% or $93,188 at 6%.
201812$61,001$61,001$30,501iApproximate average salary by contribution assumption: employee only about $762,513 at 4% or $508,342 at 6%; with 50% employer match about $508,342 at 4% or $338,894 at 6%; with 100% employer match about $381,256 at 4% or $254,171 at 6%.
1031 Exchange Connection 401(K) Plan-2$61,001$61,001$30,501iApproximate average salary by contribution assumption: employee only about $762,513 at 4% or $508,342 at 6%; with 50% employer match about $508,342 at 4% or $338,894 at 6%; with 100% employer match about $381,256 at 4% or $254,171 at 6%.