Civic Intelligence

Innovative Underwriters Inc

Plan context: Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust

EIN 22-1947346 • Philadelphia, PA • 26 filings • 5 plans

1800 John F Kennedy Blvd Ste 700Philadelphia, PA 19103-7404
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$2,032,730

2024 Contributions

$168,772

Historical Graphs

Total Assets Over Time

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

$2,345,153$1,172,577$0199920122024YearValue
$2,032,730Latest year 2024

Participants Over Time

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

26130199920112024YearValue
22Latest 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
2024122$2,032,730$168,772$7,671iApproximate average salary by contribution assumption: employee only about $191,786 at 4% or $127,858 at 6%; with 50% employer match about $127,858 at 4% or $85,238 at 6%; with 100% employer match about $95,893 at 4% or $63,929 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-22$2,032,730$168,772$7,671iApproximate average salary by contribution assumption: employee only about $191,786 at 4% or $127,858 at 6%; with 50% employer match about $127,858 at 4% or $85,238 at 6%; with 100% employer match about $95,893 at 4% or $63,929 at 6%.
2023123$1,984,094$156,147$6,789iApproximate average salary by contribution assumption: employee only about $169,725 at 4% or $113,150 at 6%; with 50% employer match about $113,150 at 4% or $75,433 at 6%; with 100% employer match about $84,863 at 4% or $56,575 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-23$1,984,094$156,147$6,789iApproximate average salary by contribution assumption: employee only about $169,725 at 4% or $113,150 at 6%; with 50% employer match about $113,150 at 4% or $75,433 at 6%; with 100% employer match about $84,863 at 4% or $56,575 at 6%.
2022122$1,581,515$172,018$7,819iApproximate average salary by contribution assumption: employee only about $195,475 at 4% or $130,317 at 6%; with 50% employer match about $130,317 at 4% or $86,878 at 6%; with 100% employer match about $97,738 at 4% or $65,158 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-22$1,581,515$172,018$7,819iApproximate average salary by contribution assumption: employee only about $195,475 at 4% or $130,317 at 6%; with 50% employer match about $130,317 at 4% or $86,878 at 6%; with 100% employer match about $97,738 at 4% or $65,158 at 6%.
202110$2,025,795$276,019-
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-0$2,025,795$276,019-
2020124$2,345,153$248,327$10,347iApproximate average salary by contribution assumption: employee only about $258,674 at 4% or $172,449 at 6%; with 50% employer match about $172,449 at 4% or $114,966 at 6%; with 100% employer match about $129,337 at 4% or $86,225 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-24$2,345,153$248,327$10,347iApproximate average salary by contribution assumption: employee only about $258,674 at 4% or $172,449 at 6%; with 50% employer match about $172,449 at 4% or $114,966 at 6%; with 100% employer match about $129,337 at 4% or $86,225 at 6%.
2019125$1,881,831$192,170$7,687iApproximate average salary by contribution assumption: employee only about $192,170 at 4% or $128,113 at 6%; with 50% employer match about $128,113 at 4% or $85,409 at 6%; with 100% employer match about $96,085 at 4% or $64,057 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-25$1,881,831$192,170$7,687iApproximate average salary by contribution assumption: employee only about $192,170 at 4% or $128,113 at 6%; with 50% employer match about $128,113 at 4% or $85,409 at 6%; with 100% employer match about $96,085 at 4% or $64,057 at 6%.
2018124$1,860,616$182,767$7,615iApproximate average salary by contribution assumption: employee only about $190,382 at 4% or $126,922 at 6%; with 50% employer match about $126,922 at 4% or $84,614 at 6%; with 100% employer match about $95,191 at 4% or $63,461 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-24$1,860,616$182,767$7,615iApproximate average salary by contribution assumption: employee only about $190,382 at 4% or $126,922 at 6%; with 50% employer match about $126,922 at 4% or $84,614 at 6%; with 100% employer match about $95,191 at 4% or $63,461 at 6%.
2017123$1,854,328$169,265$7,359iApproximate average salary by contribution assumption: employee only about $183,984 at 4% or $122,656 at 6%; with 50% employer match about $122,656 at 4% or $81,771 at 6%; with 100% employer match about $91,992 at 4% or $61,328 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-23$1,854,328$169,265$7,359iApproximate average salary by contribution assumption: employee only about $183,984 at 4% or $122,656 at 6%; with 50% employer match about $122,656 at 4% or $81,771 at 6%; with 100% employer match about $91,992 at 4% or $61,328 at 6%.
2016121$1,456,832$294,501$14,024iApproximate average salary by contribution assumption: employee only about $350,596 at 4% or $233,731 at 6%; with 50% employer match about $233,731 at 4% or $155,821 at 6%; with 100% employer match about $175,298 at 4% or $116,865 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-21$1,456,832$294,501$14,024iApproximate average salary by contribution assumption: employee only about $350,596 at 4% or $233,731 at 6%; with 50% employer match about $233,731 at 4% or $155,821 at 6%; with 100% employer match about $175,298 at 4% or $116,865 at 6%.
2015120$1,228,514$163,544$8,177iApproximate average salary by contribution assumption: employee only about $204,430 at 4% or $136,287 at 6%; with 50% employer match about $136,287 at 4% or $90,858 at 6%; with 100% employer match about $102,215 at 4% or $68,143 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-20$1,228,514$163,544$8,177iApproximate average salary by contribution assumption: employee only about $204,430 at 4% or $136,287 at 6%; with 50% employer match about $136,287 at 4% or $90,858 at 6%; with 100% employer match about $102,215 at 4% or $68,143 at 6%.
2014116$1,144,013$110,817$6,926iApproximate average salary by contribution assumption: employee only about $173,152 at 4% or $115,434 at 6%; with 50% employer match about $115,434 at 4% or $76,956 at 6%; with 100% employer match about $86,576 at 4% or $57,717 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-16$1,144,013$110,817$6,926iApproximate average salary by contribution assumption: employee only about $173,152 at 4% or $115,434 at 6%; with 50% employer match about $115,434 at 4% or $76,956 at 6%; with 100% employer match about $86,576 at 4% or $57,717 at 6%.
2013119$1,152,179$119,408$6,285iApproximate average salary by contribution assumption: employee only about $157,116 at 4% or $104,744 at 6%; with 50% employer match about $104,744 at 4% or $69,829 at 6%; with 100% employer match about $78,558 at 4% or $52,372 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-19$1,152,179$119,408$6,285iApproximate average salary by contribution assumption: employee only about $157,116 at 4% or $104,744 at 6%; with 50% employer match about $104,744 at 4% or $69,829 at 6%; with 100% employer match about $78,558 at 4% or $52,372 at 6%.
2012117$880,798$127,276$7,487iApproximate average salary by contribution assumption: employee only about $187,171 at 4% or $124,780 at 6%; with 50% employer match about $124,780 at 4% or $83,187 at 6%; with 100% employer match about $93,585 at 4% or $62,390 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-17$880,798$127,276$7,487iApproximate average salary by contribution assumption: employee only about $187,171 at 4% or $124,780 at 6%; with 50% employer match about $124,780 at 4% or $83,187 at 6%; with 100% employer match about $93,585 at 4% or $62,390 at 6%.
2011117$766,865$118,053$6,944iApproximate average salary by contribution assumption: employee only about $173,607 at 4% or $115,738 at 6%; with 50% employer match about $115,738 at 4% or $77,159 at 6%; with 100% employer match about $86,804 at 4% or $57,869 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-17$766,865$118,053$6,944iApproximate average salary by contribution assumption: employee only about $173,607 at 4% or $115,738 at 6%; with 50% employer match about $115,738 at 4% or $77,159 at 6%; with 100% employer match about $86,804 at 4% or $57,869 at 6%.
2010118$699,830$123,555$6,864iApproximate average salary by contribution assumption: employee only about $171,604 at 4% or $114,403 at 6%; with 50% employer match about $114,403 at 4% or $76,269 at 6%; with 100% employer match about $85,802 at 4% or $57,201 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-18$699,830$123,555$6,864iApproximate average salary by contribution assumption: employee only about $171,604 at 4% or $114,403 at 6%; with 50% employer match about $114,403 at 4% or $76,269 at 6%; with 100% employer match about $85,802 at 4% or $57,201 at 6%.
2009118$709,634$126,040$7,002iApproximate average salary by contribution assumption: employee only about $175,056 at 4% or $116,704 at 6%; with 50% employer match about $116,704 at 4% or $77,802 at 6%; with 100% employer match about $87,528 at 4% or $58,352 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-18$709,634$126,040$7,002iApproximate average salary by contribution assumption: employee only about $175,056 at 4% or $116,704 at 6%; with 50% employer match about $116,704 at 4% or $77,802 at 6%; with 100% employer match about $87,528 at 4% or $58,352 at 6%.
2008119$468,358$136,745$7,197iApproximate average salary by contribution assumption: employee only about $179,928 at 4% or $119,952 at 6%; with 50% employer match about $119,952 at 4% or $79,968 at 6%; with 100% employer match about $89,964 at 4% or $59,976 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-19$468,358$136,745$7,197iApproximate average salary by contribution assumption: employee only about $179,928 at 4% or $119,952 at 6%; with 50% employer match about $119,952 at 4% or $79,968 at 6%; with 100% employer match about $89,964 at 4% or $59,976 at 6%.
2007120$676,820$92,270$4,614iApproximate average salary by contribution assumption: employee only about $115,338 at 4% or $76,892 at 6%; with 50% employer match about $76,892 at 4% or $51,261 at 6%; with 100% employer match about $57,669 at 4% or $38,446 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-20$676,820$92,270$4,614iApproximate average salary by contribution assumption: employee only about $115,338 at 4% or $76,892 at 6%; with 50% employer match about $76,892 at 4% or $51,261 at 6%; with 100% employer match about $57,669 at 4% or $38,446 at 6%.
2006124$569,800$76,654$3,194iApproximate average salary by contribution assumption: employee only about $79,848 at 4% or $53,232 at 6%; with 50% employer match about $53,232 at 4% or $35,488 at 6%; with 100% employer match about $39,924 at 4% or $26,616 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-24$569,800$76,654$3,194iApproximate average salary by contribution assumption: employee only about $79,848 at 4% or $53,232 at 6%; with 50% employer match about $53,232 at 4% or $35,488 at 6%; with 100% employer match about $39,924 at 4% or $26,616 at 6%.
2005125$362,571$59,320$2,373iApproximate average salary by contribution assumption: employee only about $59,320 at 4% or $39,547 at 6%; with 50% employer match about $39,547 at 4% or $26,364 at 6%; with 100% employer match about $29,660 at 4% or $19,773 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-25$362,571$59,320$2,373iApproximate average salary by contribution assumption: employee only about $59,320 at 4% or $39,547 at 6%; with 50% employer match about $39,547 at 4% or $26,364 at 6%; with 100% employer match about $29,660 at 4% or $19,773 at 6%.
2004121$284,080$90,431$4,306iApproximate average salary by contribution assumption: employee only about $107,656 at 4% or $71,771 at 6%; with 50% employer match about $71,771 at 4% or $47,847 at 6%; with 100% employer match about $53,828 at 4% or $35,885 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-21$284,080$90,431$4,306iApproximate average salary by contribution assumption: employee only about $107,656 at 4% or $71,771 at 6%; with 50% employer match about $71,771 at 4% or $47,847 at 6%; with 100% employer match about $53,828 at 4% or $35,885 at 6%.
2003119$174,271$32,397$1,705iApproximate average salary by contribution assumption: employee only about $42,628 at 4% or $28,418 at 6%; with 50% employer match about $28,418 at 4% or $18,946 at 6%; with 100% employer match about $21,314 at 4% or $14,209 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-19$174,271$32,397$1,705iApproximate average salary by contribution assumption: employee only about $42,628 at 4% or $28,418 at 6%; with 50% employer match about $28,418 at 4% or $18,946 at 6%; with 100% employer match about $21,314 at 4% or $14,209 at 6%.
2002115$124,191$37,834$2,522iApproximate average salary by contribution assumption: employee only about $63,057 at 4% or $42,038 at 6%; with 50% employer match about $42,038 at 4% or $28,025 at 6%; with 100% employer match about $31,528 at 4% or $21,019 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-15$124,191$37,834$2,522iApproximate average salary by contribution assumption: employee only about $63,057 at 4% or $42,038 at 6%; with 50% employer match about $42,038 at 4% or $28,025 at 6%; with 100% employer match about $31,528 at 4% or $21,019 at 6%.
2001116$107,928$32,323$2,020iApproximate average salary by contribution assumption: employee only about $50,505 at 4% or $33,670 at 6%; with 50% employer match about $33,670 at 4% or $22,447 at 6%; with 100% employer match about $25,252 at 4% or $16,835 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-16$107,928$32,323$2,020iApproximate average salary by contribution assumption: employee only about $50,505 at 4% or $33,670 at 6%; with 50% employer match about $33,670 at 4% or $22,447 at 6%; with 100% employer match about $25,252 at 4% or $16,835 at 6%.
2000113$108,312$33,475$2,575iApproximate average salary by contribution assumption: employee only about $64,375 at 4% or $42,917 at 6%; with 50% employer match about $42,917 at 4% or $28,611 at 6%; with 100% employer match about $32,188 at 4% or $21,458 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-13$108,312$33,475$2,575iApproximate average salary by contribution assumption: employee only about $64,375 at 4% or $42,917 at 6%; with 50% employer match about $42,917 at 4% or $28,611 at 6%; with 100% employer match about $32,188 at 4% or $21,458 at 6%.
1999126$257,081$63,368$2,437iApproximate average salary by contribution assumption: employee only about $60,931 at 4% or $40,621 at 6%; with 50% employer match about $40,621 at 4% or $27,080 at 6%; with 100% employer match about $30,465 at 4% or $20,310 at 6%.
Innovative Underwriters Inc 401(K) Profit Sharing Plan & Trust-26$257,081$63,368$2,437iApproximate average salary by contribution assumption: employee only about $60,931 at 4% or $40,621 at 6%; with 50% employer match about $40,621 at 4% or $27,080 at 6%; with 100% employer match about $30,465 at 4% or $20,310 at 6%.