The Intersect Group
Plan context: The Intersect Group LLC 401(K) Profit Sharing Plan and Trust
EIN 20-4063021 • 44 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
770
2024 Assets
$12,204,415
2024 Contributions
$2,266,375
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 8 | 770 | $12,204,415 | $2,266,375 | $2,943iApproximate average salary by contribution assumption: employee only about $73,584 at 4% or $49,056 at 6%; with 50% employer match about $49,056 at 4% or $32,704 at 6%; with 100% employer match about $36,792 at 4% or $24,528 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 770 | $12,204,415 | $2,266,375 | $2,943iApproximate average salary by contribution assumption: employee only about $73,584 at 4% or $49,056 at 6%; with 50% employer match about $49,056 at 4% or $32,704 at 6%; with 100% employer match about $36,792 at 4% or $24,528 at 6%. |
| The Intersect Group Employee Health Care Plan | - | 77 | - | - | - |
| The Intersect Group Life Plan | - | 77 | - | - | - |
| The Intersect Group Add Plan | - | 77 | - | - | - |
| The Intersect Group Std Plan | - | 77 | - | - | - |
| The Intersect Group Ltd Plan | - | 77 | - | - | - |
| The Intersect Group Ancillary Plan | - | 48 | - | - | - |
| The Intersect Group Mec Plan | - | 126 | - | - | - |
| 2023 | 8 | 766 | $11,199,931 | $2,670,039 | $3,486iApproximate average salary by contribution assumption: employee only about $87,142 at 4% or $58,095 at 6%; with 50% employer match about $58,095 at 4% or $38,730 at 6%; with 100% employer match about $43,571 at 4% or $29,047 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 766 | $11,199,931 | $2,670,039 | $3,486iApproximate average salary by contribution assumption: employee only about $87,142 at 4% or $58,095 at 6%; with 50% employer match about $58,095 at 4% or $38,730 at 6%; with 100% employer match about $43,571 at 4% or $29,047 at 6%. |
| The Intersect Group Employee Health Care Plan | - | 271 | - | - | - |
| The Intersect Group Life Plan | - | 258 | - | - | - |
| The Intersect Group Add Plan | - | 258 | - | - | - |
| The Intersect Group Std Plan | - | 244 | - | - | - |
| The Intersect Group Ltd Plan | - | 258 | - | - | - |
| The Intersect Group Ancillary Plan | - | 62 | - | - | - |
| The Intersect Group Mec Plan | - | 127 | - | - | - |
| 2022 | 2 | 1,015 | $9,178,793 | $1,863,739 | $1,836iApproximate average salary by contribution assumption: employee only about $45,905 at 4% or $30,603 at 6%; with 50% employer match about $30,603 at 4% or $20,402 at 6%; with 100% employer match about $22,952 at 4% or $15,302 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 1,015 | $9,178,793 | $1,863,739 | $1,836iApproximate average salary by contribution assumption: employee only about $45,905 at 4% or $30,603 at 6%; with 50% employer match about $30,603 at 4% or $20,402 at 6%; with 100% employer match about $22,952 at 4% or $15,302 at 6%. |
| The Intersect Group Employee Health Care Plan | - | 258 | - | - | - |
| 2021 | 2 | 650 | $7,152,897 | $1,289,184 | $1,983iApproximate average salary by contribution assumption: employee only about $49,584 at 4% or $33,056 at 6%; with 50% employer match about $33,056 at 4% or $22,037 at 6%; with 100% employer match about $24,792 at 4% or $16,528 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 650 | $7,152,897 | $1,289,184 | $1,983iApproximate average salary by contribution assumption: employee only about $49,584 at 4% or $33,056 at 6%; with 50% employer match about $33,056 at 4% or $22,037 at 6%; with 100% employer match about $24,792 at 4% or $16,528 at 6%. |
| The Intersect Group Employee Health Care Plan | - | 124 | - | - | - |
| 2020 | 2 | 629 | $7,023,516 | $1,356,000 | $2,156iApproximate average salary by contribution assumption: employee only about $53,895 at 4% or $35,930 at 6%; with 50% employer match about $35,930 at 4% or $23,953 at 6%; with 100% employer match about $26,948 at 4% or $17,965 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 629 | $7,023,516 | $1,356,000 | $2,156iApproximate average salary by contribution assumption: employee only about $53,895 at 4% or $35,930 at 6%; with 50% employer match about $35,930 at 4% or $23,953 at 6%; with 100% employer match about $26,948 at 4% or $17,965 at 6%. |
| The Intersect Group Employee Health Care Plan | - | 96 | - | - | - |
| 2019 | 2 | 663 | $5,868,713 | $1,062,756 | $1,603iApproximate average salary by contribution assumption: employee only about $40,074 at 4% or $26,716 at 6%; with 50% employer match about $26,716 at 4% or $17,811 at 6%; with 100% employer match about $20,037 at 4% or $13,358 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 663 | $5,868,713 | $1,062,756 | $1,603iApproximate average salary by contribution assumption: employee only about $40,074 at 4% or $26,716 at 6%; with 50% employer match about $26,716 at 4% or $17,811 at 6%; with 100% employer match about $20,037 at 4% or $13,358 at 6%. |
| The Intersect Group Employee Health Care Plan | - | 117 | - | - | - |
| 2018 | 2 | 670 | $4,597,855 | $951,844 | $1,421iApproximate average salary by contribution assumption: employee only about $35,517 at 4% or $23,678 at 6%; with 50% employer match about $23,678 at 4% or $15,785 at 6%; with 100% employer match about $17,758 at 4% or $11,839 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 670 | $4,597,855 | $951,844 | $1,421iApproximate average salary by contribution assumption: employee only about $35,517 at 4% or $23,678 at 6%; with 50% employer match about $23,678 at 4% or $15,785 at 6%; with 100% employer match about $17,758 at 4% or $11,839 at 6%. |
| The Intersect Group Employee Health Care Plan | - | 106 | - | - | - |
| 2017 | 2 | 631 | $5,515,555 | $1,585,473 | $2,513iApproximate average salary by contribution assumption: employee only about $62,816 at 4% or $41,877 at 6%; with 50% employer match about $41,877 at 4% or $27,918 at 6%; with 100% employer match about $31,408 at 4% or $20,939 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 631 | $5,515,555 | $1,585,473 | $2,513iApproximate average salary by contribution assumption: employee only about $62,816 at 4% or $41,877 at 6%; with 50% employer match about $41,877 at 4% or $27,918 at 6%; with 100% employer match about $31,408 at 4% or $20,939 at 6%. |
| The Intersect Group Employee Health Care Plan | - | 161 | - | - | - |
| 2016 | 2 | 679 | $3,897,763 | $1,061,998 | $1,564iApproximate average salary by contribution assumption: employee only about $39,102 at 4% or $26,068 at 6%; with 50% employer match about $26,068 at 4% or $17,378 at 6%; with 100% employer match about $19,551 at 4% or $13,034 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 679 | $3,897,763 | $1,061,998 | $1,564iApproximate average salary by contribution assumption: employee only about $39,102 at 4% or $26,068 at 6%; with 50% employer match about $26,068 at 4% or $17,378 at 6%; with 100% employer match about $19,551 at 4% or $13,034 at 6%. |
| The Intersect Group Employee Health Care Plan | - | 146 | - | - | - |
| 2015 | 2 | 397 | $3,132,821 | $948,581 | $2,389iApproximate average salary by contribution assumption: employee only about $59,734 at 4% or $39,823 at 6%; with 50% employer match about $39,823 at 4% or $26,549 at 6%; with 100% employer match about $29,867 at 4% or $19,911 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 397 | $3,132,821 | $948,581 | $2,389iApproximate average salary by contribution assumption: employee only about $59,734 at 4% or $39,823 at 6%; with 50% employer match about $39,823 at 4% or $26,549 at 6%; with 100% employer match about $29,867 at 4% or $19,911 at 6%. |
| The Intersect Group Employee Health Care Plan | - | 156 | - | - | - |
| 2014 | 2 | 523 | $2,762,379 | $684,999 | $1,310iApproximate average salary by contribution assumption: employee only about $32,744 at 4% or $21,829 at 6%; with 50% employer match about $21,829 at 4% or $14,553 at 6%; with 100% employer match about $16,372 at 4% or $10,915 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 523 | $2,762,379 | $684,999 | $1,310iApproximate average salary by contribution assumption: employee only about $32,744 at 4% or $21,829 at 6%; with 50% employer match about $21,829 at 4% or $14,553 at 6%; with 100% employer match about $16,372 at 4% or $10,915 at 6%. |
| The Intersect Group Employee Health Care Plan | - | 145 | - | - | - |
| 2013 | 2 | 529 | $2,575,002 | $839,525 | $1,587iApproximate average salary by contribution assumption: employee only about $39,675 at 4% or $26,450 at 6%; with 50% employer match about $26,450 at 4% or $17,633 at 6%; with 100% employer match about $19,838 at 4% or $13,225 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 529 | $2,575,002 | $839,525 | $1,587iApproximate average salary by contribution assumption: employee only about $39,675 at 4% or $26,450 at 6%; with 50% employer match about $26,450 at 4% or $17,633 at 6%; with 100% employer match about $19,838 at 4% or $13,225 at 6%. |
| The Intersect Group Employee Health Care Plan | - | 117 | - | - | - |
| 2012 | 1 | 358 | $1,895,382 | $808,357 | $2,258iApproximate average salary by contribution assumption: employee only about $56,450 at 4% or $37,633 at 6%; with 50% employer match about $37,633 at 4% or $25,089 at 6%; with 100% employer match about $28,225 at 4% or $18,817 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 358 | $1,895,382 | $808,357 | $2,258iApproximate average salary by contribution assumption: employee only about $56,450 at 4% or $37,633 at 6%; with 50% employer match about $37,633 at 4% or $25,089 at 6%; with 100% employer match about $28,225 at 4% or $18,817 at 6%. |
| 2011 | 1 | 466 | $1,074,499 | $598,067 | $1,283iApproximate average salary by contribution assumption: employee only about $32,085 at 4% or $21,390 at 6%; with 50% employer match about $21,390 at 4% or $14,260 at 6%; with 100% employer match about $16,043 at 4% or $10,695 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 466 | $1,074,499 | $598,067 | $1,283iApproximate average salary by contribution assumption: employee only about $32,085 at 4% or $21,390 at 6%; with 50% employer match about $21,390 at 4% or $14,260 at 6%; with 100% employer match about $16,043 at 4% or $10,695 at 6%. |
| 2010 | 2 | 234 | $1,213,111 | $521,337 | $2,228iApproximate average salary by contribution assumption: employee only about $55,698 at 4% or $37,132 at 6%; with 50% employer match about $37,132 at 4% or $24,755 at 6%; with 100% employer match about $27,849 at 4% or $18,566 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 234 | $610,936 | $260,669 | $1,114iApproximate average salary by contribution assumption: employee only about $27,849 at 4% or $18,566 at 6%; with 50% employer match about $18,566 at 4% or $12,377 at 6%; with 100% employer match about $13,925 at 4% or $9,283 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 234 | $602,175 | $260,668 | $1,114iApproximate average salary by contribution assumption: employee only about $27,849 at 4% or $18,566 at 6%; with 50% employer match about $18,566 at 4% or $12,377 at 6%; with 100% employer match about $13,925 at 4% or $9,283 at 6%. |
| 2009 | 2 | 176 | $937,911 | $557,585 | $3,168iApproximate average salary by contribution assumption: employee only about $79,202 at 4% or $52,802 at 6%; with 50% employer match about $52,802 at 4% or $35,201 at 6%; with 100% employer match about $39,601 at 4% or $26,401 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 176 | $470,207 | $271,876 | $1,545iApproximate average salary by contribution assumption: employee only about $38,619 at 4% or $25,746 at 6%; with 50% employer match about $25,746 at 4% or $17,164 at 6%; with 100% employer match about $19,309 at 4% or $12,873 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 176 | $467,704 | $285,709 | $1,623iApproximate average salary by contribution assumption: employee only about $40,584 at 4% or $27,056 at 6%; with 50% employer match about $27,056 at 4% or $18,037 at 6%; with 100% employer match about $20,292 at 4% or $13,528 at 6%. |
| 2008 | 1 | 209 | $206,762 | $258,963 | $1,239iApproximate average salary by contribution assumption: employee only about $30,976 at 4% or $20,651 at 6%; with 50% employer match about $20,651 at 4% or $13,767 at 6%; with 100% employer match about $15,488 at 4% or $10,325 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 209 | $206,762 | $258,963 | $1,239iApproximate average salary by contribution assumption: employee only about $30,976 at 4% or $20,651 at 6%; with 50% employer match about $20,651 at 4% or $13,767 at 6%; with 100% employer match about $15,488 at 4% or $10,325 at 6%. |
| 2007 | 1 | 23 | $86,277 | $84,824 | $3,688iApproximate average salary by contribution assumption: employee only about $92,200 at 4% or $61,467 at 6%; with 50% employer match about $61,467 at 4% or $40,978 at 6%; with 100% employer match about $46,100 at 4% or $30,733 at 6%. |
| The Intersect Group LLC 401(K) Profit Sharing Plan and Trust | - | 23 | $86,277 | $84,824 | $3,688iApproximate average salary by contribution assumption: employee only about $92,200 at 4% or $61,467 at 6%; with 50% employer match about $61,467 at 4% or $40,978 at 6%; with 100% employer match about $46,100 at 4% or $30,733 at 6%. |