Civic Intelligence

Invoca Inc.

Plan context: Invoca Inc. 401(K) Profit Sharing Plan & Trust

EIN 26-4390865 • Santa Barbara, CA • 26 filings • 4 plans

1025 Chapala StreetSanta Barbara, CA 93101
Current Snapshot

Latest Year

2024

2024 Participants

332

2024 Assets

$47,516,542

2024 Contributions

$7,374,664

Historical Graphs

Total Assets Over Time

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

$47,516,542$23,758,271$0201120182024YearValue
$47,516,542Latest year 2024

Participants Over Time

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

4012010201120182024YearValue
332Latest 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
20242332$47,516,542$7,374,664$22,213iApproximate average salary by contribution assumption: employee only about $555,321 at 4% or $370,214 at 6%; with 50% employer match about $370,214 at 4% or $246,809 at 6%; with 100% employer match about $277,661 at 4% or $185,107 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-332$47,516,542$7,374,664$22,213iApproximate average salary by contribution assumption: employee only about $555,321 at 4% or $370,214 at 6%; with 50% employer match about $370,214 at 4% or $246,809 at 6%; with 100% employer match about $277,661 at 4% or $185,107 at 6%.
Invoca Health and Welfare Plans-323---
20232365$37,567,108$7,313,393$20,037iApproximate average salary by contribution assumption: employee only about $500,917 at 4% or $333,945 at 6%; with 50% employer match about $333,945 at 4% or $222,630 at 6%; with 100% employer match about $250,459 at 4% or $166,972 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-355$37,567,108$7,313,393$20,601iApproximate average salary by contribution assumption: employee only about $515,028 at 4% or $343,352 at 6%; with 50% employer match about $343,352 at 4% or $228,901 at 6%; with 100% employer match about $257,514 at 4% or $171,676 at 6%.
Invoca Health and Welfare Plans-365---
20222401$26,528,581$7,763,809$19,361iApproximate average salary by contribution assumption: employee only about $484,028 at 4% or $322,685 at 6%; with 50% employer match about $322,685 at 4% or $215,124 at 6%; with 100% employer match about $242,014 at 4% or $161,343 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-401$26,528,581$7,763,809$19,361iApproximate average salary by contribution assumption: employee only about $484,028 at 4% or $322,685 at 6%; with 50% employer match about $322,685 at 4% or $215,124 at 6%; with 100% employer match about $242,014 at 4% or $161,343 at 6%.
Invoca Health and Welfare Plans-399---
20212326$23,371,927$7,337,886$22,509iApproximate average salary by contribution assumption: employee only about $562,721 at 4% or $375,148 at 6%; with 50% employer match about $375,148 at 4% or $250,098 at 6%; with 100% employer match about $281,361 at 4% or $187,574 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-326$23,371,927$7,337,886$22,509iApproximate average salary by contribution assumption: employee only about $562,721 at 4% or $375,148 at 6%; with 50% employer match about $375,148 at 4% or $250,098 at 6%; with 100% employer match about $281,361 at 4% or $187,574 at 6%.
Invoca Health and Welfare Plans-318---
20202199$16,335,824$3,681,215$18,499iApproximate average salary by contribution assumption: employee only about $462,464 at 4% or $308,309 at 6%; with 50% employer match about $308,309 at 4% or $205,540 at 6%; with 100% employer match about $231,232 at 4% or $154,155 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-199$16,335,824$3,681,215$18,499iApproximate average salary by contribution assumption: employee only about $462,464 at 4% or $308,309 at 6%; with 50% employer match about $308,309 at 4% or $205,540 at 6%; with 100% employer match about $231,232 at 4% or $154,155 at 6%.
Invoca Health and Welfare Plans-198---
20192212$12,451,203$3,658,268$17,256iApproximate average salary by contribution assumption: employee only about $431,400 at 4% or $287,600 at 6%; with 50% employer match about $287,600 at 4% or $191,733 at 6%; with 100% employer match about $215,700 at 4% or $143,800 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-212$12,451,203$3,658,268$17,256iApproximate average salary by contribution assumption: employee only about $431,400 at 4% or $287,600 at 6%; with 50% employer match about $287,600 at 4% or $191,733 at 6%; with 100% employer match about $215,700 at 4% or $143,800 at 6%.
Invoca Health and Welfare Plans-208---
20182170$8,055,138$2,147,672$12,633iApproximate average salary by contribution assumption: employee only about $315,834 at 4% or $210,556 at 6%; with 50% employer match about $210,556 at 4% or $140,371 at 6%; with 100% employer match about $157,917 at 4% or $105,278 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-170$8,055,138$2,147,672$12,633iApproximate average salary by contribution assumption: employee only about $315,834 at 4% or $210,556 at 6%; with 50% employer match about $210,556 at 4% or $140,371 at 6%; with 100% employer match about $157,917 at 4% or $105,278 at 6%.
Invoca Health and Welfare Plans-153---
20172128$7,173,238$2,001,155$15,634iApproximate average salary by contribution assumption: employee only about $390,851 at 4% or $260,567 at 6%; with 50% employer match about $260,567 at 4% or $173,711 at 6%; with 100% employer match about $195,425 at 4% or $130,284 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-126$7,173,238$2,001,155$15,882iApproximate average salary by contribution assumption: employee only about $397,055 at 4% or $264,703 at 6%; with 50% employer match about $264,703 at 4% or $176,469 at 6%; with 100% employer match about $198,527 at 4% or $132,352 at 6%.
Invoca Health and Welfare Plans-128---
20162140$4,701,327$120,499$861iApproximate average salary by contribution assumption: employee only about $21,518 at 4% or $14,345 at 6%; with 50% employer match about $14,345 at 4% or $9,563 at 6%; with 100% employer match about $10,759 at 4% or $7,173 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-116$4,701,327$120,499$1,039iApproximate average salary by contribution assumption: employee only about $25,970 at 4% or $17,313 at 6%; with 50% employer match about $17,313 at 4% or $11,542 at 6%; with 100% employer match about $12,985 at 4% or $8,657 at 6%.
Invoca Health and Welfare Plans-140---
20152144$2,897,128$1,635,297$11,356iApproximate average salary by contribution assumption: employee only about $283,906 at 4% or $189,270 at 6%; with 50% employer match about $189,270 at 4% or $126,180 at 6%; with 100% employer match about $141,953 at 4% or $94,635 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-141$2,897,128$1,635,297$11,598iApproximate average salary by contribution assumption: employee only about $289,946 at 4% or $193,298 at 6%; with 50% employer match about $193,298 at 4% or $128,865 at 6%; with 100% employer match about $144,973 at 4% or $96,649 at 6%.
Invoca Health and Welfare Plans-144---
20142152$1,669,951$1,140,103$7,501iApproximate average salary by contribution assumption: employee only about $187,517 at 4% or $125,011 at 6%; with 50% employer match about $125,011 at 4% or $83,341 at 6%; with 100% employer match about $93,758 at 4% or $62,506 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-125$1,669,951$1,140,103$9,121iApproximate average salary by contribution assumption: employee only about $228,021 at 4% or $152,014 at 6%; with 50% employer match about $152,014 at 4% or $101,342 at 6%; with 100% employer match about $114,010 at 4% or $76,007 at 6%.
Invoca Health and Welfare Plans-152---
2013280$736,541$276,437$3,455iApproximate average salary by contribution assumption: employee only about $86,387 at 4% or $57,591 at 6%; with 50% employer match about $57,591 at 4% or $38,394 at 6%; with 100% employer match about $43,193 at 4% or $28,796 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-57$736,541$276,437$4,850iApproximate average salary by contribution assumption: employee only about $121,244 at 4% or $80,830 at 6%; with 50% employer match about $80,830 at 4% or $53,886 at 6%; with 100% employer match about $60,622 at 4% or $40,415 at 6%.
Invoca Health and Welfare Plans-80---
2012127$388,088$268,343$9,939iApproximate average salary by contribution assumption: employee only about $248,466 at 4% or $165,644 at 6%; with 50% employer match about $165,644 at 4% or $110,429 at 6%; with 100% employer match about $124,233 at 4% or $82,822 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-27$388,088$268,343$9,939iApproximate average salary by contribution assumption: employee only about $248,466 at 4% or $165,644 at 6%; with 50% employer match about $165,644 at 4% or $110,429 at 6%; with 100% employer match about $124,233 at 4% or $82,822 at 6%.
2011119$100,754$99,356$5,229iApproximate average salary by contribution assumption: employee only about $130,732 at 4% or $87,154 at 6%; with 50% employer match about $87,154 at 4% or $58,103 at 6%; with 100% employer match about $65,366 at 4% or $43,577 at 6%.
Invoca Inc. 401(K) Profit Sharing Plan & Trust-19$100,754$99,356$5,229iApproximate average salary by contribution assumption: employee only about $130,732 at 4% or $87,154 at 6%; with 50% employer match about $87,154 at 4% or $58,103 at 6%; with 100% employer match about $65,366 at 4% or $43,577 at 6%.