Civic Intelligence

Infotrust LLC

Plan context: Infotrust Retirement Savings Plan

EIN 20-1783964 • Blue Ash, OH • 12 filings • 3 plans

4340 Glendale - Milford Rd.Suite 200Blue Ash, OH 45242
Current Snapshot

Latest Year

2024

2024 Participants

116

2024 Assets

$7,953,240

2024 Contributions

$1,809,358

Historical Graphs

Total Assets Over Time

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

$11,690,522$5,845,261$0201620202024YearValue
$7,953,240Latest year 2024

Participants Over Time

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

120600201620202024YearValue
116Latest 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
20242116$7,953,240$1,809,358$15,598iApproximate average salary by contribution assumption: employee only about $389,948 at 4% or $259,965 at 6%; with 50% employer match about $259,965 at 4% or $173,310 at 6%; with 100% employer match about $194,974 at 4% or $129,983 at 6%.
Infotrust Retirement Savings Plan-109$7,953,240$1,809,358$16,600iApproximate average salary by contribution assumption: employee only about $414,990 at 4% or $276,660 at 6%; with 50% employer match about $276,660 at 4% or $184,440 at 6%; with 100% employer match about $207,495 at 4% or $138,330 at 6%.
Infotrust LLC Employee Welfare Benefits Plan-116---
20233120$11,690,522$3,182,058$26,517iApproximate average salary by contribution assumption: employee only about $662,929 at 4% or $441,953 at 6%; with 50% employer match about $441,953 at 4% or $294,635 at 6%; with 100% employer match about $331,464 at 4% or $220,976 at 6%.
Infotrust Retirement Savings Plan-103$5,845,261$1,591,029$15,447iApproximate average salary by contribution assumption: employee only about $386,172 at 4% or $257,448 at 6%; with 50% employer match about $257,448 at 4% or $171,632 at 6%; with 100% employer match about $193,086 at 4% or $128,724 at 6%.
Infotrust Retirement Savings Plan-103$5,845,261$1,591,029$15,447iApproximate average salary by contribution assumption: employee only about $386,172 at 4% or $257,448 at 6%; with 50% employer match about $257,448 at 4% or $171,632 at 6%; with 100% employer match about $193,086 at 4% or $128,724 at 6%.
Infotrust LLC Employee Welfare Benefits Plan-120---
2022190$3,648,240$1,099,669$12,219iApproximate average salary by contribution assumption: employee only about $305,464 at 4% or $203,642 at 6%; with 50% employer match about $203,642 at 4% or $135,762 at 6%; with 100% employer match about $152,732 at 4% or $101,821 at 6%.
Infotrust Retirement Savings Plan-90$3,648,240$1,099,669$12,219iApproximate average salary by contribution assumption: employee only about $305,464 at 4% or $203,642 at 6%; with 50% employer match about $203,642 at 4% or $135,762 at 6%; with 100% employer match about $152,732 at 4% or $101,821 at 6%.
2021173$3,390,667$991,942$13,588iApproximate average salary by contribution assumption: employee only about $339,706 at 4% or $226,471 at 6%; with 50% employer match about $226,471 at 4% or $150,981 at 6%; with 100% employer match about $169,853 at 4% or $113,235 at 6%.
Infotrust Retirement Savings Plan-73$3,390,667$991,942$13,588iApproximate average salary by contribution assumption: employee only about $339,706 at 4% or $226,471 at 6%; with 50% employer match about $226,471 at 4% or $150,981 at 6%; with 100% employer match about $169,853 at 4% or $113,235 at 6%.
2020157$2,089,143$631,783$11,084iApproximate average salary by contribution assumption: employee only about $277,098 at 4% or $184,732 at 6%; with 50% employer match about $184,732 at 4% or $123,155 at 6%; with 100% employer match about $138,549 at 4% or $92,366 at 6%.
Infotrust Retirement Savings Plan-57$2,089,143$631,783$11,084iApproximate average salary by contribution assumption: employee only about $277,098 at 4% or $184,732 at 6%; with 50% employer match about $184,732 at 4% or $123,155 at 6%; with 100% employer match about $138,549 at 4% or $92,366 at 6%.
2019143$1,221,678$448,478$10,430iApproximate average salary by contribution assumption: employee only about $260,743 at 4% or $173,829 at 6%; with 50% employer match about $173,829 at 4% or $115,886 at 6%; with 100% employer match about $130,372 at 4% or $86,914 at 6%.
Infotrust Retirement Savings Plan-43$1,221,678$448,478$10,430iApproximate average salary by contribution assumption: employee only about $260,743 at 4% or $173,829 at 6%; with 50% employer match about $173,829 at 4% or $115,886 at 6%; with 100% employer match about $130,372 at 4% or $86,914 at 6%.
2018127$622,014$295,184$10,933iApproximate average salary by contribution assumption: employee only about $273,319 at 4% or $182,212 at 6%; with 50% employer match about $182,212 at 4% or $121,475 at 6%; with 100% employer match about $136,659 at 4% or $91,106 at 6%.
Infotrust Retirement Savings Plan-27$622,014$295,184$10,933iApproximate average salary by contribution assumption: employee only about $273,319 at 4% or $182,212 at 6%; with 50% employer match about $182,212 at 4% or $121,475 at 6%; with 100% employer match about $136,659 at 4% or $91,106 at 6%.
2017123$393,963$193,361$8,407iApproximate average salary by contribution assumption: employee only about $210,175 at 4% or $140,117 at 6%; with 50% employer match about $140,117 at 4% or $93,411 at 6%; with 100% employer match about $105,088 at 4% or $70,058 at 6%.
Infotrust Retirement Savings Plan-23$393,963$193,361$8,407iApproximate average salary by contribution assumption: employee only about $210,175 at 4% or $140,117 at 6%; with 50% employer match about $140,117 at 4% or $93,411 at 6%; with 100% employer match about $105,088 at 4% or $70,058 at 6%.
2016115$161,757$157,297$10,486iApproximate average salary by contribution assumption: employee only about $262,162 at 4% or $174,774 at 6%; with 50% employer match about $174,774 at 4% or $116,516 at 6%; with 100% employer match about $131,081 at 4% or $87,387 at 6%.
Infotrust Retirement Savings Plan-15$161,757$157,297$10,486iApproximate average salary by contribution assumption: employee only about $262,162 at 4% or $174,774 at 6%; with 50% employer match about $174,774 at 4% or $116,516 at 6%; with 100% employer match about $131,081 at 4% or $87,387 at 6%.