Infusion Software Inc
Plan context: Infusionsoft 401(K) Plan
EIN 26-1382667 • Chandler, AZ • 24 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$19,243,333
2024 Contributions
$2,256,103
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 | 1 | 7 | $19,243,333 | $2,256,103 | $322,300iApproximate average salary by contribution assumption: employee only about $8,057,511 at 4% or $5,371,674 at 6%; with 50% employer match about $5,371,674 at 4% or $3,581,116 at 6%; with 100% employer match about $4,028,755 at 4% or $2,685,837 at 6%. |
| Infusionsoft 401(K) Plan | - | 7 | $19,243,333 | $2,256,103 | $322,300iApproximate average salary by contribution assumption: employee only about $8,057,511 at 4% or $5,371,674 at 6%; with 50% employer match about $5,371,674 at 4% or $3,581,116 at 6%; with 100% employer match about $4,028,755 at 4% or $2,685,837 at 6%. |
| 2023 | 2 | 304 | $17,631,036 | $2,759,706 | $9,078iApproximate average salary by contribution assumption: employee only about $226,950 at 4% or $151,300 at 6%; with 50% employer match about $151,300 at 4% or $100,866 at 6%; with 100% employer match about $113,475 at 4% or $75,650 at 6%. |
| Infusionsoft 401(K) Plan | - | 304 | $17,631,036 | $2,759,706 | $9,078iApproximate average salary by contribution assumption: employee only about $226,950 at 4% or $151,300 at 6%; with 50% employer match about $151,300 at 4% or $100,866 at 6%; with 100% employer match about $113,475 at 4% or $75,650 at 6%. |
| Infusion Software Inc. Health & Welfare Benefits Plan | - | 0 | - | - | - |
| 2022 | 2 | 310 | $14,063,448 | $2,833,780 | $9,141iApproximate average salary by contribution assumption: employee only about $228,531 at 4% or $152,354 at 6%; with 50% employer match about $152,354 at 4% or $101,569 at 6%; with 100% employer match about $114,265 at 4% or $76,177 at 6%. |
| Infusionsoft 401(K) Plan | - | 310 | $14,063,448 | $2,833,780 | $9,141iApproximate average salary by contribution assumption: employee only about $228,531 at 4% or $152,354 at 6%; with 50% employer match about $152,354 at 4% or $101,569 at 6%; with 100% employer match about $114,265 at 4% or $76,177 at 6%. |
| Infusion Software Inc. Health & Welfare Benefits Plan | - | 266 | - | - | - |
| 2021 | 2 | 412 | $18,993,408 | $3,056,433 | $7,419iApproximate average salary by contribution assumption: employee only about $185,463 at 4% or $123,642 at 6%; with 50% employer match about $123,642 at 4% or $82,428 at 6%; with 100% employer match about $92,732 at 4% or $61,821 at 6%. |
| Infusionsoft 401(K) Plan | - | 412 | $18,993,408 | $3,056,433 | $7,419iApproximate average salary by contribution assumption: employee only about $185,463 at 4% or $123,642 at 6%; with 50% employer match about $123,642 at 4% or $82,428 at 6%; with 100% employer match about $92,732 at 4% or $61,821 at 6%. |
| Infusion Software Inc. Health & Welfare Benefits Plan | - | 340 | - | - | - |
| 2020 | 2 | 395 | $15,026,505 | $3,084,997 | $7,810iApproximate average salary by contribution assumption: employee only about $195,253 at 4% or $130,169 at 6%; with 50% employer match about $130,169 at 4% or $86,779 at 6%; with 100% employer match about $97,626 at 4% or $65,084 at 6%. |
| Infusionsoft 401(K) Plan | - | 395 | $15,026,505 | $3,084,997 | $7,810iApproximate average salary by contribution assumption: employee only about $195,253 at 4% or $130,169 at 6%; with 50% employer match about $130,169 at 4% or $86,779 at 6%; with 100% employer match about $97,626 at 4% or $65,084 at 6%. |
| Infusion Software Inc. Health & Welfare Benefits Plan | - | 339 | - | - | - |
| 2019 | 2 | 557 | $11,184,748 | $3,087,672 | $5,543iApproximate average salary by contribution assumption: employee only about $138,585 at 4% or $92,390 at 6%; with 50% employer match about $92,390 at 4% or $61,593 at 6%; with 100% employer match about $69,292 at 4% or $46,195 at 6%. |
| Infusionsoft 401(K) Plan | - | 557 | $11,184,748 | $3,087,672 | $5,543iApproximate average salary by contribution assumption: employee only about $138,585 at 4% or $92,390 at 6%; with 50% employer match about $92,390 at 4% or $61,593 at 6%; with 100% employer match about $69,292 at 4% or $46,195 at 6%. |
| Infusion Software Inc. Health & Welfare Benefits Plan | - | 325 | - | - | - |
| 2018 | 2 | 504 | $8,200,695 | $3,034,091 | $6,020iApproximate average salary by contribution assumption: employee only about $150,501 at 4% or $100,334 at 6%; with 50% employer match about $100,334 at 4% or $66,889 at 6%; with 100% employer match about $75,250 at 4% or $50,167 at 6%. |
| Infusionsoft 401(K) Plan | - | 504 | $8,200,695 | $3,034,091 | $6,020iApproximate average salary by contribution assumption: employee only about $150,501 at 4% or $100,334 at 6%; with 50% employer match about $100,334 at 4% or $66,889 at 6%; with 100% employer match about $75,250 at 4% or $50,167 at 6%. |
| Infusion Software Inc. Health & Welfare Benefits Plan | - | 446 | - | - | - |
| 2017 | 2 | 525 | $7,186,283 | $2,623,150 | $4,996iApproximate average salary by contribution assumption: employee only about $124,912 at 4% or $83,275 at 6%; with 50% employer match about $83,275 at 4% or $55,516 at 6%; with 100% employer match about $62,456 at 4% or $41,637 at 6%. |
| Infusionsoft 401(K) Plan | - | 525 | $7,186,283 | $2,623,150 | $4,996iApproximate average salary by contribution assumption: employee only about $124,912 at 4% or $83,275 at 6%; with 50% employer match about $83,275 at 4% or $55,516 at 6%; with 100% employer match about $62,456 at 4% or $41,637 at 6%. |
| Infusion Software Inc. Health & Welfare Benefits Plan | - | 510 | - | - | - |
| 2016 | 2 | 591 | $4,597,442 | $1,229,124 | $2,080iApproximate average salary by contribution assumption: employee only about $51,993 at 4% or $34,662 at 6%; with 50% employer match about $34,662 at 4% or $23,108 at 6%; with 100% employer match about $25,997 at 4% or $17,331 at 6%. |
| Infusionsoft 401(K) Plan | - | 591 | $4,597,442 | $1,229,124 | $2,080iApproximate average salary by contribution assumption: employee only about $51,993 at 4% or $34,662 at 6%; with 50% employer match about $34,662 at 4% or $23,108 at 6%; with 100% employer match about $25,997 at 4% or $17,331 at 6%. |
| Infusion Software Inc. Health & Welfare Benefits Plan | - | 591 | - | - | - |
| 2015 | 2 | 660 | $3,497,854 | $1,279,420 | $1,939iApproximate average salary by contribution assumption: employee only about $48,463 at 4% or $32,309 at 6%; with 50% employer match about $32,309 at 4% or $21,539 at 6%; with 100% employer match about $24,231 at 4% or $16,154 at 6%. |
| Infusionsoft 401(K) Plan | - | 660 | $3,497,854 | $1,279,420 | $1,939iApproximate average salary by contribution assumption: employee only about $48,463 at 4% or $32,309 at 6%; with 50% employer match about $32,309 at 4% or $21,539 at 6%; with 100% employer match about $24,231 at 4% or $16,154 at 6%. |
| Infusion Software Inc. Health & Welfare Benefits Plan | - | 596 | - | - | - |
| 2014 | 2 | 637 | $2,889,726 | $824,898 | $1,295iApproximate average salary by contribution assumption: employee only about $32,374 at 4% or $21,583 at 6%; with 50% employer match about $21,583 at 4% or $14,389 at 6%; with 100% employer match about $16,187 at 4% or $10,791 at 6%. |
| Infusionsoft 401(K) Plan | - | 602 | $2,889,726 | $824,898 | $1,370iApproximate average salary by contribution assumption: employee only about $34,257 at 4% or $22,838 at 6%; with 50% employer match about $22,838 at 4% or $15,225 at 6%; with 100% employer match about $17,128 at 4% or $11,419 at 6%. |
| Infusion Software Inc. Health & Welfare Benefits Plan | - | 637 | - | - | - |
| 2010 | 1 | 0 | $0 | $0 | - |
| Infusion Software Inc 401K Plan | - | 0 | - | - | - |
| 2009 | 1 | 113 | $340,264 | $91,660 | $811iApproximate average salary by contribution assumption: employee only about $20,279 at 4% or $13,519 at 6%; with 50% employer match about $13,519 at 4% or $9,013 at 6%; with 100% employer match about $10,139 at 4% or $6,760 at 6%. |
| Infusion Software Inc 401K Plan | - | 113 | $340,264 | $91,660 | $811iApproximate average salary by contribution assumption: employee only about $20,279 at 4% or $13,519 at 6%; with 50% employer match about $13,519 at 4% or $9,013 at 6%; with 100% employer match about $10,139 at 4% or $6,760 at 6%. |
| 2008 | 1 | 91 | $0 | $0 | - |
| Infusion Software Inc 401K Plan | - | 91 | - | - | - |