Civic Intelligence

Informed Direct, Inc.

Plan context: Informed Direct Inc 401(K) Profit Sharing Plan & Trust

EIN 20-8762291 • Middletown, CT • 12 filings • 3 plans

213 Court Street3rd FloorMiddletown, CT 06457
Current Snapshot

Latest Year

2019

2019 Participants

60

2019 Assets

$4,730,919

2019 Contributions

$563,980

Historical Graphs

Total Assets Over Time

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

$4,730,919$2,365,460$0200820132018YearValue
$4,730,919Latest year 2018

Participants Over Time

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

60300200820132018YearValue
60Latest year 2018

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
201910$0$563,980-
Informed Direct Inc 401(K) Profit Sharing Plan & Trust-0$0$563,980-
2018160$4,730,919$720,526$12,009iApproximate average salary by contribution assumption: employee only about $300,219 at 4% or $200,146 at 6%; with 50% employer match about $200,146 at 4% or $133,431 at 6%; with 100% employer match about $150,110 at 4% or $100,073 at 6%.
Informed Direct Inc 401(K) Profit Sharing Plan & Trust-60$4,730,919$720,526$12,009iApproximate average salary by contribution assumption: employee only about $300,219 at 4% or $200,146 at 6%; with 50% employer match about $200,146 at 4% or $133,431 at 6%; with 100% employer match about $150,110 at 4% or $100,073 at 6%.
2017154$4,591,895$1,190,857$22,053iApproximate average salary by contribution assumption: employee only about $551,323 at 4% or $367,548 at 6%; with 50% employer match about $367,548 at 4% or $245,032 at 6%; with 100% employer match about $275,661 at 4% or $183,774 at 6%.
Informed Direct Inc 401(K) Profit Sharing Plan & Trust-54$4,591,895$1,190,857$22,053iApproximate average salary by contribution assumption: employee only about $551,323 at 4% or $367,548 at 6%; with 50% employer match about $367,548 at 4% or $245,032 at 6%; with 100% employer match about $275,661 at 4% or $183,774 at 6%.
2016147$2,991,468$566,817$12,060iApproximate average salary by contribution assumption: employee only about $301,498 at 4% or $200,999 at 6%; with 50% employer match about $200,999 at 4% or $133,999 at 6%; with 100% employer match about $150,749 at 4% or $100,499 at 6%.
Informed Direct Inc 401(K) Profit Sharing Plan & Trust-47$2,991,468$566,817$12,060iApproximate average salary by contribution assumption: employee only about $301,498 at 4% or $200,999 at 6%; with 50% employer match about $200,999 at 4% or $133,999 at 6%; with 100% employer match about $150,749 at 4% or $100,499 at 6%.
2015142$2,307,398$682,544$16,251iApproximate average salary by contribution assumption: employee only about $406,276 at 4% or $270,851 at 6%; with 50% employer match about $270,851 at 4% or $180,567 at 6%; with 100% employer match about $203,138 at 4% or $135,425 at 6%.
Informed Direct Inc 401(K) Profit Sharing Plan & Trust-42$2,307,398$682,544$16,251iApproximate average salary by contribution assumption: employee only about $406,276 at 4% or $270,851 at 6%; with 50% employer match about $270,851 at 4% or $180,567 at 6%; with 100% employer match about $203,138 at 4% or $135,425 at 6%.
2014134$1,831,294$367,288$10,803iApproximate average salary by contribution assumption: employee only about $270,065 at 4% or $180,043 at 6%; with 50% employer match about $180,043 at 4% or $120,029 at 6%; with 100% employer match about $135,032 at 4% or $90,022 at 6%.
Informed Direct Inc 401(K) Profit Sharing Plan & Trust-34$1,831,294$367,288$10,803iApproximate average salary by contribution assumption: employee only about $270,065 at 4% or $180,043 at 6%; with 50% employer match about $180,043 at 4% or $120,029 at 6%; with 100% employer match about $135,032 at 4% or $90,022 at 6%.
2013131$1,477,771$371,580$11,986iApproximate average salary by contribution assumption: employee only about $299,661 at 4% or $199,774 at 6%; with 50% employer match about $199,774 at 4% or $133,183 at 6%; with 100% employer match about $149,831 at 4% or $99,887 at 6%.
Informed Direct Inc 401(K) Profit Sharing Plan & Trust-31$1,477,771$371,580$11,986iApproximate average salary by contribution assumption: employee only about $299,661 at 4% or $199,774 at 6%; with 50% employer match about $199,774 at 4% or $133,183 at 6%; with 100% employer match about $149,831 at 4% or $99,887 at 6%.
2012132$1,019,896$327,389$10,231iApproximate average salary by contribution assumption: employee only about $255,773 at 4% or $170,515 at 6%; with 50% employer match about $170,515 at 4% or $113,677 at 6%; with 100% employer match about $127,886 at 4% or $85,258 at 6%.
Informed Direct Inc 401(K) Profit Sharing Plan & Trust-32$1,019,896$327,389$10,231iApproximate average salary by contribution assumption: employee only about $255,773 at 4% or $170,515 at 6%; with 50% employer match about $170,515 at 4% or $113,677 at 6%; with 100% employer match about $127,886 at 4% or $85,258 at 6%.
2011120$607,934$339,514$16,976iApproximate average salary by contribution assumption: employee only about $424,393 at 4% or $282,928 at 6%; with 50% employer match about $282,928 at 4% or $188,619 at 6%; with 100% employer match about $212,196 at 4% or $141,464 at 6%.
Informed Direct Inc 401(K) Profit Sharing Plan & Trust-20$607,934$339,514$16,976iApproximate average salary by contribution assumption: employee only about $424,393 at 4% or $282,928 at 6%; with 50% employer match about $282,928 at 4% or $188,619 at 6%; with 100% employer match about $212,196 at 4% or $141,464 at 6%.
2010115$284,530$117,907$7,860iApproximate average salary by contribution assumption: employee only about $196,512 at 4% or $131,008 at 6%; with 50% employer match about $131,008 at 4% or $87,339 at 6%; with 100% employer match about $98,256 at 4% or $65,504 at 6%.
Informed Direct Inc 401(K) Profit Sharing Plan & Trust-15$284,530$117,907$7,860iApproximate average salary by contribution assumption: employee only about $196,512 at 4% or $131,008 at 6%; with 50% employer match about $131,008 at 4% or $87,339 at 6%; with 100% employer match about $98,256 at 4% or $65,504 at 6%.
2009110$138,137$104,119$10,412iApproximate average salary by contribution assumption: employee only about $260,298 at 4% or $173,532 at 6%; with 50% employer match about $173,532 at 4% or $115,688 at 6%; with 100% employer match about $130,149 at 4% or $86,766 at 6%.
Informed Direct Inc 401(K) Profit Sharing Plan & Trust-10$138,137$104,119$10,412iApproximate average salary by contribution assumption: employee only about $260,298 at 4% or $173,532 at 6%; with 50% employer match about $173,532 at 4% or $115,688 at 6%; with 100% employer match about $130,149 at 4% or $86,766 at 6%.
200813$16,267$20,838$6,946iApproximate average salary by contribution assumption: employee only about $173,650 at 4% or $115,767 at 6%; with 50% employer match about $115,767 at 4% or $77,178 at 6%; with 100% employer match about $86,825 at 4% or $57,883 at 6%.
Informed Direct Inc 401(K) Profit Sharing Plan & Trust-3$16,267$20,838$6,946iApproximate average salary by contribution assumption: employee only about $173,650 at 4% or $115,767 at 6%; with 50% employer match about $115,767 at 4% or $77,178 at 6%; with 100% employer match about $86,825 at 4% or $57,883 at 6%.