Civic Intelligence

Investortools Inc.

Plan context: Investortools Inc. 401(K) Retirement Plan

EIN 22-2648492 • Colorado Springs, CO • 14 filings • 3 plans

5555 Tech Center Dr # 320Colorado Springs, CO 80919
Current Snapshot

Latest Year

2024

2024 Participants

136

2024 Assets

$22,012,096

2024 Contributions

$2,998,880

Historical Graphs

Total Assets Over Time

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

$22,012,096$11,006,048$0201520202024YearValue
$22,012,096Latest year 2024

Participants Over Time

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

136680201520202024YearValue
136Latest 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
20242136$22,012,096$2,998,880$22,051iApproximate average salary by contribution assumption: employee only about $551,265 at 4% or $367,510 at 6%; with 50% employer match about $367,510 at 4% or $245,007 at 6%; with 100% employer match about $275,632 at 4% or $183,755 at 6%.
Investortools Inc. 401(K) Retirement Plan-136$22,012,096$2,998,880$22,051iApproximate average salary by contribution assumption: employee only about $551,265 at 4% or $367,510 at 6%; with 50% employer match about $367,510 at 4% or $245,007 at 6%; with 100% employer match about $275,632 at 4% or $183,755 at 6%.
Investortools Health and Welfare Plan-131---
20232130$18,061,686$2,346,226$18,048iApproximate average salary by contribution assumption: employee only about $451,197 at 4% or $300,798 at 6%; with 50% employer match about $300,798 at 4% or $200,532 at 6%; with 100% employer match about $225,599 at 4% or $150,399 at 6%.
Investortools Inc. 401(K) Retirement Plan-130$18,061,686$2,346,226$18,048iApproximate average salary by contribution assumption: employee only about $451,197 at 4% or $300,798 at 6%; with 50% employer match about $300,798 at 4% or $200,532 at 6%; with 100% employer match about $225,599 at 4% or $150,399 at 6%.
Investortools Health and Welfare Plan-127---
20222129$13,337,930$1,954,647$15,152iApproximate average salary by contribution assumption: employee only about $378,808 at 4% or $252,538 at 6%; with 50% employer match about $252,538 at 4% or $168,359 at 6%; with 100% employer match about $189,404 at 4% or $126,269 at 6%.
Investortools Inc. 401(K) Retirement Plan-129$13,337,930$1,954,647$15,152iApproximate average salary by contribution assumption: employee only about $378,808 at 4% or $252,538 at 6%; with 50% employer match about $252,538 at 4% or $168,359 at 6%; with 100% employer match about $189,404 at 4% or $126,269 at 6%.
Investortools Health and Welfare Plan-127---
20212123$13,969,576$4,151,280$33,750iApproximate average salary by contribution assumption: employee only about $843,756 at 4% or $562,504 at 6%; with 50% employer match about $562,504 at 4% or $375,003 at 6%; with 100% employer match about $421,878 at 4% or $281,252 at 6%.
Investortools Inc. 401(K) Retirement Plan-123$13,969,576$4,151,280$33,750iApproximate average salary by contribution assumption: employee only about $843,756 at 4% or $562,504 at 6%; with 50% employer match about $562,504 at 4% or $375,003 at 6%; with 100% employer match about $421,878 at 4% or $281,252 at 6%.
Investortools Health and Welfare Plan-119---
20201104$8,471,167$1,207,833$11,614iApproximate average salary by contribution assumption: employee only about $290,344 at 4% or $193,563 at 6%; with 50% employer match about $193,563 at 4% or $129,042 at 6%; with 100% employer match about $145,172 at 4% or $96,781 at 6%.
Investortools Inc. 401(K) Retirement Plan-104$8,471,167$1,207,833$11,614iApproximate average salary by contribution assumption: employee only about $290,344 at 4% or $193,563 at 6%; with 50% employer match about $193,563 at 4% or $129,042 at 6%; with 100% employer match about $145,172 at 4% or $96,781 at 6%.
2019180$6,513,999$1,025,104$12,814iApproximate average salary by contribution assumption: employee only about $320,345 at 4% or $213,563 at 6%; with 50% employer match about $213,563 at 4% or $142,376 at 6%; with 100% employer match about $160,173 at 4% or $106,782 at 6%.
Investortools Inc. 401(K) Retirement Plan-80$6,513,999$1,025,104$12,814iApproximate average salary by contribution assumption: employee only about $320,345 at 4% or $213,563 at 6%; with 50% employer match about $213,563 at 4% or $142,376 at 6%; with 100% employer match about $160,173 at 4% or $106,782 at 6%.
2018175$4,586,057$1,009,341$13,458iApproximate average salary by contribution assumption: employee only about $336,447 at 4% or $224,298 at 6%; with 50% employer match about $224,298 at 4% or $149,532 at 6%; with 100% employer match about $168,224 at 4% or $112,149 at 6%.
Investortools Inc. 401(K) Retirement Plan-75$4,586,057$1,009,341$13,458iApproximate average salary by contribution assumption: employee only about $336,447 at 4% or $224,298 at 6%; with 50% employer match about $224,298 at 4% or $149,532 at 6%; with 100% employer match about $168,224 at 4% or $112,149 at 6%.
2017166$4,430,776$954,486$14,462iApproximate average salary by contribution assumption: employee only about $361,548 at 4% or $241,032 at 6%; with 50% employer match about $241,032 at 4% or $160,688 at 6%; with 100% employer match about $180,774 at 4% or $120,516 at 6%.
Investortools Inc. 401(K) Retirement Plan-66$4,430,776$954,486$14,462iApproximate average salary by contribution assumption: employee only about $361,548 at 4% or $241,032 at 6%; with 50% employer match about $241,032 at 4% or $160,688 at 6%; with 100% employer match about $180,774 at 4% or $120,516 at 6%.
2016161$2,945,204$804,305$13,185iApproximate average salary by contribution assumption: employee only about $329,633 at 4% or $219,755 at 6%; with 50% employer match about $219,755 at 4% or $146,504 at 6%; with 100% employer match about $164,817 at 4% or $109,878 at 6%.
Investortools Inc. 401(K) Retirement Plan-61$2,945,204$804,305$13,185iApproximate average salary by contribution assumption: employee only about $329,633 at 4% or $219,755 at 6%; with 50% employer match about $219,755 at 4% or $146,504 at 6%; with 100% employer match about $164,817 at 4% or $109,878 at 6%.
2015154$2,045,841$2,074,259$38,412iApproximate average salary by contribution assumption: employee only about $960,305 at 4% or $640,203 at 6%; with 50% employer match about $640,203 at 4% or $426,802 at 6%; with 100% employer match about $480,153 at 4% or $320,102 at 6%.
Investortools Inc. 401(K) Retirement Plan-54$2,045,841$2,074,259$38,412iApproximate average salary by contribution assumption: employee only about $960,305 at 4% or $640,203 at 6%; with 50% employer match about $640,203 at 4% or $426,802 at 6%; with 100% employer match about $480,153 at 4% or $320,102 at 6%.