Civic Intelligence

Integrity Fixed Income Mgt. LL

Plan context: Integrity Fixed Income Mgt. LL 401 K Profit Sharing Plan Trust

EIN 20-2203998 • Orlando, FL • 9 filings • 2 plans

651 Bryn Mawr StreetOrlando, FL 32804
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$236,268

2024 Contributions

$102,084

Historical Graphs

Total Assets Over Time

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

$236,268$118,134$0201320162024YearValue
$236,268Latest year 2024

Participants Over Time

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

530201320162024YearValue
5Latest 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
202415$236,268$102,084$20,417iApproximate average salary by contribution assumption: employee only about $510,420 at 4% or $340,280 at 6%; with 50% employer match about $340,280 at 4% or $226,853 at 6%; with 100% employer match about $255,210 at 4% or $170,140 at 6%.
Integrity Fixed Income Mgt. LL 401 K Profit Sharing Plan Trust-5$236,268$102,084$20,417iApproximate average salary by contribution assumption: employee only about $510,420 at 4% or $340,280 at 6%; with 50% employer match about $340,280 at 4% or $226,853 at 6%; with 100% employer match about $255,210 at 4% or $170,140 at 6%.
202314$113,922$61,686$15,422iApproximate average salary by contribution assumption: employee only about $385,538 at 4% or $257,025 at 6%; with 50% employer match about $257,025 at 4% or $171,350 at 6%; with 100% employer match about $192,769 at 4% or $128,513 at 6%.
Integrity Fixed Income Mgt. LL 401 K Profit Sharing Plan Trust-4$113,922$61,686$15,422iApproximate average salary by contribution assumption: employee only about $385,538 at 4% or $257,025 at 6%; with 50% employer match about $257,025 at 4% or $171,350 at 6%; with 100% employer match about $192,769 at 4% or $128,513 at 6%.
202214$43,014$43,911$10,978iApproximate average salary by contribution assumption: employee only about $274,444 at 4% or $182,963 at 6%; with 50% employer match about $182,963 at 4% or $121,975 at 6%; with 100% employer match about $137,222 at 4% or $91,481 at 6%.
Integrity Fixed Income Mgt. LL 401 K Profit Sharing Plan Trust-4$43,014$43,911$10,978iApproximate average salary by contribution assumption: employee only about $274,444 at 4% or $182,963 at 6%; with 50% employer match about $182,963 at 4% or $121,975 at 6%; with 100% employer match about $137,222 at 4% or $91,481 at 6%.
202110$0$0-
Integrity Fixed Income Mgt. LL 401 K Profit Sharing Plan Trust-0$0--
201710$0$0-
Integrity Fixed Income Mgt. LL 401 K Profit Sharing Plan Trust-0$0$0-
201611$55,423$15,917$15,917iApproximate average salary by contribution assumption: employee only about $397,925 at 4% or $265,283 at 6%; with 50% employer match about $265,283 at 4% or $176,856 at 6%; with 100% employer match about $198,963 at 4% or $132,642 at 6%.
Integrity Fixed Income Mgt. LL 401 K Profit Sharing Plan Trust-1$55,423$15,917$15,917iApproximate average salary by contribution assumption: employee only about $397,925 at 4% or $265,283 at 6%; with 50% employer match about $265,283 at 4% or $176,856 at 6%; with 100% employer match about $198,963 at 4% or $132,642 at 6%.
201511$38,382$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Integrity Fixed Income Mgt. LL 401 K Profit Sharing Plan Trust-1$38,382$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201411$28,552$9,680$9,680iApproximate average salary by contribution assumption: employee only about $242,000 at 4% or $161,333 at 6%; with 50% employer match about $161,333 at 4% or $107,556 at 6%; with 100% employer match about $121,000 at 4% or $80,667 at 6%.
Integrity Fixed Income Mgt. LL 401 K Profit Sharing Plan Trust-1$28,552$9,680$9,680iApproximate average salary by contribution assumption: employee only about $242,000 at 4% or $161,333 at 6%; with 50% employer match about $161,333 at 4% or $107,556 at 6%; with 100% employer match about $121,000 at 4% or $80,667 at 6%.
201311$17,466$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Integrity Fixed Income Mgt. LL 401 K Profit Sharing Plan Trust-1$17,466$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.