Civic Intelligence

Innovative Financial Management Inc

Plan context: Innovative Financial Management 401(K) Plan Qrp

EIN 20-1946757 • Colorado Springs, CO • 17 filings • 4 plans

3535 American DrColorado Springs, CO 80917-5743
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$571,069

2024 Contributions

$59,802

Historical Graphs

Total Assets Over Time

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

$571,069$285,535$0200520162024YearValue
$571,069Latest year 2024

Participants Over Time

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

320200520162024YearValue
2Latest 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
202412$571,069$59,802$29,901iApproximate average salary by contribution assumption: employee only about $747,525 at 4% or $498,350 at 6%; with 50% employer match about $498,350 at 4% or $332,233 at 6%; with 100% employer match about $373,763 at 4% or $249,175 at 6%.
Innovative Financial Management 401(K) Plan Qrp-2$571,069$59,802$29,901iApproximate average salary by contribution assumption: employee only about $747,525 at 4% or $498,350 at 6%; with 50% employer match about $498,350 at 4% or $332,233 at 6%; with 100% employer match about $373,763 at 4% or $249,175 at 6%.
202312$490,008$59,807$29,904iApproximate average salary by contribution assumption: employee only about $747,588 at 4% or $498,392 at 6%; with 50% employer match about $498,392 at 4% or $332,261 at 6%; with 100% employer match about $373,794 at 4% or $249,196 at 6%.
Innovative Financial Management 401(K) Plan Qrp-2$490,008$59,807$29,904iApproximate average salary by contribution assumption: employee only about $747,588 at 4% or $498,392 at 6%; with 50% employer match about $498,392 at 4% or $332,261 at 6%; with 100% employer match about $373,794 at 4% or $249,196 at 6%.
202212$339,366$96,867$48,434iApproximate average salary by contribution assumption: employee only about $1,210,838 at 4% or $807,225 at 6%; with 50% employer match about $807,225 at 4% or $538,150 at 6%; with 100% employer match about $605,419 at 4% or $403,613 at 6%.
Innovative Financial Management 401(K) Plan Qrp-2$339,366$96,867$48,434iApproximate average salary by contribution assumption: employee only about $1,210,838 at 4% or $807,225 at 6%; with 50% employer match about $807,225 at 4% or $538,150 at 6%; with 100% employer match about $605,419 at 4% or $403,613 at 6%.
202112$390,685$106,592$53,296iApproximate average salary by contribution assumption: employee only about $1,332,400 at 4% or $888,267 at 6%; with 50% employer match about $888,267 at 4% or $592,178 at 6%; with 100% employer match about $666,200 at 4% or $444,133 at 6%.
Innovative Financial Management 401(K) Plan Qrp-2$390,685$106,592$53,296iApproximate average salary by contribution assumption: employee only about $1,332,400 at 4% or $888,267 at 6%; with 50% employer match about $888,267 at 4% or $592,178 at 6%; with 100% employer match about $666,200 at 4% or $444,133 at 6%.
202012$363,039$51,622$25,811iApproximate average salary by contribution assumption: employee only about $645,275 at 4% or $430,183 at 6%; with 50% employer match about $430,183 at 4% or $286,789 at 6%; with 100% employer match about $322,638 at 4% or $215,092 at 6%.
Innovative Financial Management 401(K) Plan Qrp-2$363,039$51,622$25,811iApproximate average salary by contribution assumption: employee only about $645,275 at 4% or $430,183 at 6%; with 50% employer match about $430,183 at 4% or $286,789 at 6%; with 100% employer match about $322,638 at 4% or $215,092 at 6%.
201912$291,016$30,399$15,200iApproximate average salary by contribution assumption: employee only about $379,988 at 4% or $253,325 at 6%; with 50% employer match about $253,325 at 4% or $168,883 at 6%; with 100% employer match about $189,994 at 4% or $126,663 at 6%.
Innovative Financial Management 401(K) Plan Qrp-2$291,016$30,399$15,200iApproximate average salary by contribution assumption: employee only about $379,988 at 4% or $253,325 at 6%; with 50% employer match about $253,325 at 4% or $168,883 at 6%; with 100% employer match about $189,994 at 4% or $126,663 at 6%.
201812$218,364$24,259$12,130iApproximate average salary by contribution assumption: employee only about $303,238 at 4% or $202,158 at 6%; with 50% employer match about $202,158 at 4% or $134,772 at 6%; with 100% employer match about $151,619 at 4% or $101,079 at 6%.
Innovative Financial Management 401(K) Plan Qrp-2$218,364$24,259$12,130iApproximate average salary by contribution assumption: employee only about $303,238 at 4% or $202,158 at 6%; with 50% employer match about $202,158 at 4% or $134,772 at 6%; with 100% employer match about $151,619 at 4% or $101,079 at 6%.
201712$243,865$20,320$10,160iApproximate average salary by contribution assumption: employee only about $254,000 at 4% or $169,333 at 6%; with 50% employer match about $169,333 at 4% or $112,889 at 6%; with 100% employer match about $127,000 at 4% or $84,667 at 6%.
Innovative Financial Management 401(K) Plan Qrp-2$243,865$20,320$10,160iApproximate average salary by contribution assumption: employee only about $254,000 at 4% or $169,333 at 6%; with 50% employer match about $169,333 at 4% or $112,889 at 6%; with 100% employer match about $127,000 at 4% or $84,667 at 6%.
201612$205,481$11,713$5,857iApproximate average salary by contribution assumption: employee only about $146,413 at 4% or $97,608 at 6%; with 50% employer match about $97,608 at 4% or $65,072 at 6%; with 100% employer match about $73,206 at 4% or $48,804 at 6%.
Innovative Financial Management 401(K) Plan Qrp-2$205,481$11,713$5,857iApproximate average salary by contribution assumption: employee only about $146,413 at 4% or $97,608 at 6%; with 50% employer match about $97,608 at 4% or $65,072 at 6%; with 100% employer match about $73,206 at 4% or $48,804 at 6%.
201512$179,043$29,403$14,702iApproximate average salary by contribution assumption: employee only about $367,538 at 4% or $245,025 at 6%; with 50% employer match about $245,025 at 4% or $163,350 at 6%; with 100% employer match about $183,769 at 4% or $122,513 at 6%.
Innovative Financial Management 401(K) Plan Qrp-2$179,043$29,403$14,702iApproximate average salary by contribution assumption: employee only about $367,538 at 4% or $245,025 at 6%; with 50% employer match about $245,025 at 4% or $163,350 at 6%; with 100% employer match about $183,769 at 4% or $122,513 at 6%.
201412$183,752$9,778$4,889iApproximate average salary by contribution assumption: employee only about $122,225 at 4% or $81,483 at 6%; with 50% employer match about $81,483 at 4% or $54,322 at 6%; with 100% employer match about $61,113 at 4% or $40,742 at 6%.
Innovative Financial Management 401(K) Plan Qrp-2$183,752$9,778$4,889iApproximate average salary by contribution assumption: employee only about $122,225 at 4% or $81,483 at 6%; with 50% employer match about $81,483 at 4% or $54,322 at 6%; with 100% employer match about $61,113 at 4% or $40,742 at 6%.
201313$184,806$9,383$3,128iApproximate average salary by contribution assumption: employee only about $78,192 at 4% or $52,128 at 6%; with 50% employer match about $52,128 at 4% or $34,752 at 6%; with 100% employer match about $39,096 at 4% or $26,064 at 6%.
Innovative Financial Management 401(K) Plan Qrp-3$184,806$9,383$3,128iApproximate average salary by contribution assumption: employee only about $78,192 at 4% or $52,128 at 6%; with 50% employer match about $52,128 at 4% or $34,752 at 6%; with 100% employer match about $39,096 at 4% or $26,064 at 6%.
201213$157,809$8,611$2,870iApproximate average salary by contribution assumption: employee only about $71,758 at 4% or $47,839 at 6%; with 50% employer match about $47,839 at 4% or $31,893 at 6%; with 100% employer match about $35,879 at 4% or $23,919 at 6%.
Innovative Financial Management 401(K) Plan Qrp-3$157,809$8,611$2,870iApproximate average salary by contribution assumption: employee only about $71,758 at 4% or $47,839 at 6%; with 50% employer match about $47,839 at 4% or $31,893 at 6%; with 100% employer match about $35,879 at 4% or $23,919 at 6%.
201113$155,026$4,902$1,634iApproximate average salary by contribution assumption: employee only about $40,850 at 4% or $27,233 at 6%; with 50% employer match about $27,233 at 4% or $18,156 at 6%; with 100% employer match about $20,425 at 4% or $13,617 at 6%.
Innovative Financial Management 401(K) Plan Qrp-3$155,026$4,902$1,634iApproximate average salary by contribution assumption: employee only about $40,850 at 4% or $27,233 at 6%; with 50% employer match about $27,233 at 4% or $18,156 at 6%; with 100% employer match about $20,425 at 4% or $13,617 at 6%.
201013$176,434$1,900$633iApproximate average salary by contribution assumption: employee only about $15,833 at 4% or $10,556 at 6%; with 50% employer match about $10,556 at 4% or $7,037 at 6%; with 100% employer match about $7,917 at 4% or $5,278 at 6%.
Innovative Financial Management 401(K) Plan Qrp-3$176,434$1,900$633iApproximate average salary by contribution assumption: employee only about $15,833 at 4% or $10,556 at 6%; with 50% employer match about $10,556 at 4% or $7,037 at 6%; with 100% employer match about $7,917 at 4% or $5,278 at 6%.
200611$143,188$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Innovative Financial Management 401(K) Plan Qrp-1$143,188$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200511$137,765$10,500$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Innovative Financial Management 401(K) Plan Qrp-1$137,765$10,500$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.