Civic Intelligence

Investech Research LLC

Plan context: Investech Research/Sfm 401(K) Profit Sharing Plan

EIN 26-2228079 • Whitefish, MT • 19 filings • 4 plans

625 Wisconsin AveWhitefish, MT 59937
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$18,049,309

2025 Contributions

$684,141

Historical Graphs

Total Assets Over Time

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

$18,219,276$9,109,638$0200820172025YearValue
$18,049,309Latest year 2025

Participants Over Time

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

23120200820172025YearValue
19Latest year 2025

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
2025119$18,049,309$684,141$36,007iApproximate average salary by contribution assumption: employee only about $900,186 at 4% or $600,124 at 6%; with 50% employer match about $600,124 at 4% or $400,082 at 6%; with 100% employer match about $450,093 at 4% or $300,062 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-19$18,049,309$684,141$36,007iApproximate average salary by contribution assumption: employee only about $900,186 at 4% or $600,124 at 6%; with 50% employer match about $600,124 at 4% or $400,082 at 6%; with 100% employer match about $450,093 at 4% or $300,062 at 6%.
2024122$18,219,276$4,561,426$207,338iApproximate average salary by contribution assumption: employee only about $5,183,439 at 4% or $3,455,626 at 6%; with 50% employer match about $3,455,626 at 4% or $2,303,751 at 6%; with 100% employer match about $2,591,719 at 4% or $1,727,813 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-22$18,219,276$4,561,426$207,338iApproximate average salary by contribution assumption: employee only about $5,183,439 at 4% or $3,455,626 at 6%; with 50% employer match about $3,455,626 at 4% or $2,303,751 at 6%; with 100% employer match about $2,591,719 at 4% or $1,727,813 at 6%.
2023123$14,915,789$1,205,522$52,414iApproximate average salary by contribution assumption: employee only about $1,310,350 at 4% or $873,567 at 6%; with 50% employer match about $873,567 at 4% or $582,378 at 6%; with 100% employer match about $655,175 at 4% or $436,783 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-23$14,915,789$1,205,522$52,414iApproximate average salary by contribution assumption: employee only about $1,310,350 at 4% or $873,567 at 6%; with 50% employer match about $873,567 at 4% or $582,378 at 6%; with 100% employer match about $655,175 at 4% or $436,783 at 6%.
2022120$13,255,204$933,741$46,687iApproximate average salary by contribution assumption: employee only about $1,167,176 at 4% or $778,118 at 6%; with 50% employer match about $778,118 at 4% or $518,745 at 6%; with 100% employer match about $583,588 at 4% or $389,059 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-20$13,255,204$933,741$46,687iApproximate average salary by contribution assumption: employee only about $1,167,176 at 4% or $778,118 at 6%; with 50% employer match about $778,118 at 4% or $518,745 at 6%; with 100% employer match about $583,588 at 4% or $389,059 at 6%.
2021121$12,905,670$909,910$43,329iApproximate average salary by contribution assumption: employee only about $1,083,226 at 4% or $722,151 at 6%; with 50% employer match about $722,151 at 4% or $481,434 at 6%; with 100% employer match about $541,613 at 4% or $361,075 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-21$12,905,670$909,910$43,329iApproximate average salary by contribution assumption: employee only about $1,083,226 at 4% or $722,151 at 6%; with 50% employer match about $722,151 at 4% or $481,434 at 6%; with 100% employer match about $541,613 at 4% or $361,075 at 6%.
2020119$11,369,196$793,053$41,740iApproximate average salary by contribution assumption: employee only about $1,043,491 at 4% or $695,661 at 6%; with 50% employer match about $695,661 at 4% or $463,774 at 6%; with 100% employer match about $521,745 at 4% or $347,830 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-19$11,369,196$793,053$41,740iApproximate average salary by contribution assumption: employee only about $1,043,491 at 4% or $695,661 at 6%; with 50% employer match about $695,661 at 4% or $463,774 at 6%; with 100% employer match about $521,745 at 4% or $347,830 at 6%.
2019118$10,370,406$721,570$40,087iApproximate average salary by contribution assumption: employee only about $1,002,181 at 4% or $668,120 at 6%; with 50% employer match about $668,120 at 4% or $445,414 at 6%; with 100% employer match about $501,090 at 4% or $334,060 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-18$10,370,406$721,570$40,087iApproximate average salary by contribution assumption: employee only about $1,002,181 at 4% or $668,120 at 6%; with 50% employer match about $668,120 at 4% or $445,414 at 6%; with 100% employer match about $501,090 at 4% or $334,060 at 6%.
2018117$9,923,675$3,903,380$229,611iApproximate average salary by contribution assumption: employee only about $5,740,265 at 4% or $3,826,843 at 6%; with 50% employer match about $3,826,843 at 4% or $2,551,229 at 6%; with 100% employer match about $2,870,132 at 4% or $1,913,422 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-17$9,923,675$3,903,380$229,611iApproximate average salary by contribution assumption: employee only about $5,740,265 at 4% or $3,826,843 at 6%; with 50% employer match about $3,826,843 at 4% or $2,551,229 at 6%; with 100% employer match about $2,870,132 at 4% or $1,913,422 at 6%.
2017117$7,628,743$648,624$38,154iApproximate average salary by contribution assumption: employee only about $953,859 at 4% or $635,906 at 6%; with 50% employer match about $635,906 at 4% or $423,937 at 6%; with 100% employer match about $476,929 at 4% or $317,953 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-17$7,628,743$648,624$38,154iApproximate average salary by contribution assumption: employee only about $953,859 at 4% or $635,906 at 6%; with 50% employer match about $635,906 at 4% or $423,937 at 6%; with 100% employer match about $476,929 at 4% or $317,953 at 6%.
2016116$7,368,962$1,358,454$84,903iApproximate average salary by contribution assumption: employee only about $2,122,584 at 4% or $1,415,056 at 6%; with 50% employer match about $1,415,056 at 4% or $943,371 at 6%; with 100% employer match about $1,061,292 at 4% or $707,528 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-16$7,368,962$1,358,454$84,903iApproximate average salary by contribution assumption: employee only about $2,122,584 at 4% or $1,415,056 at 6%; with 50% employer match about $1,415,056 at 4% or $943,371 at 6%; with 100% employer match about $1,061,292 at 4% or $707,528 at 6%.
2015115$6,159,610$611,768$40,785iApproximate average salary by contribution assumption: employee only about $1,019,613 at 4% or $679,742 at 6%; with 50% employer match about $679,742 at 4% or $453,161 at 6%; with 100% employer match about $509,807 at 4% or $339,871 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-15$6,159,610$611,768$40,785iApproximate average salary by contribution assumption: employee only about $1,019,613 at 4% or $679,742 at 6%; with 50% employer match about $679,742 at 4% or $453,161 at 6%; with 100% employer match about $509,807 at 4% or $339,871 at 6%.
2014114$5,718,547$553,794$39,557iApproximate average salary by contribution assumption: employee only about $988,918 at 4% or $659,279 at 6%; with 50% employer match about $659,279 at 4% or $439,519 at 6%; with 100% employer match about $494,459 at 4% or $329,639 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-14$5,718,547$553,794$39,557iApproximate average salary by contribution assumption: employee only about $988,918 at 4% or $659,279 at 6%; with 50% employer match about $659,279 at 4% or $439,519 at 6%; with 100% employer match about $494,459 at 4% or $329,639 at 6%.
2013114$4,779,610$539,652$38,547iApproximate average salary by contribution assumption: employee only about $963,664 at 4% or $642,443 at 6%; with 50% employer match about $642,443 at 4% or $428,295 at 6%; with 100% employer match about $481,832 at 4% or $321,221 at 6%.
INVESTECH PROFIT SHARING PLAN-14$4,779,610$539,652$38,547iApproximate average salary by contribution assumption: employee only about $963,664 at 4% or $642,443 at 6%; with 50% employer match about $642,443 at 4% or $428,295 at 6%; with 100% employer match about $481,832 at 4% or $321,221 at 6%.
2012114$3,544,921$516,236$36,874iApproximate average salary by contribution assumption: employee only about $921,850 at 4% or $614,567 at 6%; with 50% employer match about $614,567 at 4% or $409,711 at 6%; with 100% employer match about $460,925 at 4% or $307,283 at 6%.
INVESTECH PROFIT SHARING PLAN-14$3,544,921$516,236$36,874iApproximate average salary by contribution assumption: employee only about $921,850 at 4% or $614,567 at 6%; with 50% employer match about $614,567 at 4% or $409,711 at 6%; with 100% employer match about $460,925 at 4% or $307,283 at 6%.
2011114$2,810,619$514,295$36,735iApproximate average salary by contribution assumption: employee only about $918,384 at 4% or $612,256 at 6%; with 50% employer match about $612,256 at 4% or $408,171 at 6%; with 100% employer match about $459,192 at 4% or $306,128 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-14$2,810,619$514,295$36,735iApproximate average salary by contribution assumption: employee only about $918,384 at 4% or $612,256 at 6%; with 50% employer match about $612,256 at 4% or $408,171 at 6%; with 100% employer match about $459,192 at 4% or $306,128 at 6%.
2010214$2,281,985$702,514$50,180iApproximate average salary by contribution assumption: employee only about $1,254,489 at 4% or $836,326 at 6%; with 50% employer match about $836,326 at 4% or $557,551 at 6%; with 100% employer match about $627,245 at 4% or $418,163 at 6%.
Investech Research/Sfm 401(K) Profit Sharing Plan-14$2,281,985$702,514$50,180iApproximate average salary by contribution assumption: employee only about $1,254,489 at 4% or $836,326 at 6%; with 50% employer match about $836,326 at 4% or $557,551 at 6%; with 100% employer match about $627,245 at 4% or $418,163 at 6%.
INVESTECH PROFIT SHARING PLAN-0$0--
2009113$3,539,147$415,536$31,964iApproximate average salary by contribution assumption: employee only about $799,108 at 4% or $532,738 at 6%; with 50% employer match about $532,738 at 4% or $355,159 at 6%; with 100% employer match about $399,554 at 4% or $266,369 at 6%.
INVESTECH PROFIT SHARING-13$3,539,147$415,536$31,964iApproximate average salary by contribution assumption: employee only about $799,108 at 4% or $532,738 at 6%; with 50% employer match about $532,738 at 4% or $355,159 at 6%; with 100% employer match about $399,554 at 4% or $266,369 at 6%.
2008111$2,388,311$306,345$27,850iApproximate average salary by contribution assumption: employee only about $696,239 at 4% or $464,159 at 6%; with 50% employer match about $464,159 at 4% or $309,439 at 6%; with 100% employer match about $348,119 at 4% or $232,080 at 6%.
INVESTECH PROFIT SHARING-11$2,388,311$306,345$27,850iApproximate average salary by contribution assumption: employee only about $696,239 at 4% or $464,159 at 6%; with 50% employer match about $464,159 at 4% or $309,439 at 6%; with 100% employer match about $348,119 at 4% or $232,080 at 6%.