Civic Intelligence

Integrated Retirement Initiatives LLC

Plan context: Integrated Retirement Initiatives LLC Safe Harbor 401(K) Plan & Trust

EIN 26-2914421 • Baxter, MN • 6 filings • 3 plans

14275 Golf Course Drive, Suite 120Baxter, MN 56425
Current Snapshot

Latest Year

2019

2019 Participants

10

2019 Assets

$951,649

2019 Contributions

$182,512

Historical Graphs

Total Assets Over Time

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

$951,649$475,825$0201420162018YearValue
$951,649Latest year 2018

Participants Over Time

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

1160201420162018YearValue
10Latest 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$0-
Integrated Retirement Initiatives LLC Safe Harbor 401(K) Plan & Trust-0$0$0-
2018110$951,649$182,512$18,251iApproximate average salary by contribution assumption: employee only about $456,280 at 4% or $304,187 at 6%; with 50% employer match about $304,187 at 4% or $202,791 at 6%; with 100% employer match about $228,140 at 4% or $152,093 at 6%.
Integrated Retirement Initiatives LLC Safe Harbor 401(K) Plan & Trust-10$951,649$182,512$18,251iApproximate average salary by contribution assumption: employee only about $456,280 at 4% or $304,187 at 6%; with 50% employer match about $304,187 at 4% or $202,791 at 6%; with 100% employer match about $228,140 at 4% or $152,093 at 6%.
2017110$849,903$196,536$19,654iApproximate average salary by contribution assumption: employee only about $491,340 at 4% or $327,560 at 6%; with 50% employer match about $327,560 at 4% or $218,373 at 6%; with 100% employer match about $245,670 at 4% or $163,780 at 6%.
Integrated Retirement Initiatives LLC Safe Harbor 401(K) Plan & Trust-10$849,903$196,536$19,654iApproximate average salary by contribution assumption: employee only about $491,340 at 4% or $327,560 at 6%; with 50% employer match about $327,560 at 4% or $218,373 at 6%; with 100% employer match about $245,670 at 4% or $163,780 at 6%.
2016110$547,396$161,423$16,142iApproximate average salary by contribution assumption: employee only about $403,558 at 4% or $269,038 at 6%; with 50% employer match about $269,038 at 4% or $179,359 at 6%; with 100% employer match about $201,779 at 4% or $134,519 at 6%.
Integrated Retirement Initiatives LLC Safe Harbor 401(K) Plan & Trust-10$547,396$161,423$16,142iApproximate average salary by contribution assumption: employee only about $403,558 at 4% or $269,038 at 6%; with 50% employer match about $269,038 at 4% or $179,359 at 6%; with 100% employer match about $201,779 at 4% or $134,519 at 6%.
2015111$390,718$276,205$25,110iApproximate average salary by contribution assumption: employee only about $627,739 at 4% or $418,492 at 6%; with 50% employer match about $418,492 at 4% or $278,995 at 6%; with 100% employer match about $313,869 at 4% or $209,246 at 6%.
Integrated Retirement Initiatives LLC Safe Harbor 401(K) Plan & Trust-11$390,718$276,205$25,110iApproximate average salary by contribution assumption: employee only about $627,739 at 4% or $418,492 at 6%; with 50% employer match about $418,492 at 4% or $278,995 at 6%; with 100% employer match about $313,869 at 4% or $209,246 at 6%.
2014110$116,782$118,823$11,882iApproximate average salary by contribution assumption: employee only about $297,058 at 4% or $198,038 at 6%; with 50% employer match about $198,038 at 4% or $132,026 at 6%; with 100% employer match about $148,529 at 4% or $99,019 at 6%.
Integrated Retirement Initiatives LLC Safe Harbor 401(K) Plan & Trust-10$116,782$118,823$11,882iApproximate average salary by contribution assumption: employee only about $297,058 at 4% or $198,038 at 6%; with 50% employer match about $198,038 at 4% or $132,026 at 6%; with 100% employer match about $148,529 at 4% or $99,019 at 6%.