Civic Intelligence

Inclusion Services LLC

Plan context: Inclusion Services 401K Plan

EIN 27-0489074 • Whittier, CA • 12 filings • 3 plans

6742 Greenleaf Ave Ste 201Whittier, CA 90601
Current Snapshot

Latest Year

2024

2024 Participants

209

2024 Assets

$2,486,514

2024 Contributions

$454,676

Historical Graphs

Total Assets Over Time

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

$2,486,514$1,243,257$0201020192024YearValue
$2,486,514Latest year 2024

Participants Over Time

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

3521760201020192024YearValue
209Latest 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
20241209$2,486,514$454,676$2,175iApproximate average salary by contribution assumption: employee only about $54,387 at 4% or $36,258 at 6%; with 50% employer match about $36,258 at 4% or $24,172 at 6%; with 100% employer match about $27,194 at 4% or $18,129 at 6%.
Inclusion Services 401K Plan-209$2,486,514$454,676$2,175iApproximate average salary by contribution assumption: employee only about $54,387 at 4% or $36,258 at 6%; with 50% employer match about $36,258 at 4% or $24,172 at 6%; with 100% employer match about $27,194 at 4% or $18,129 at 6%.
20231244$2,024,641$461,796$1,893iApproximate average salary by contribution assumption: employee only about $47,315 at 4% or $31,543 at 6%; with 50% employer match about $31,543 at 4% or $21,029 at 6%; with 100% employer match about $23,658 at 4% or $15,772 at 6%.
Inclusion Services 401K Plan-244$2,024,641$461,796$1,893iApproximate average salary by contribution assumption: employee only about $47,315 at 4% or $31,543 at 6%; with 50% employer match about $31,543 at 4% or $21,029 at 6%; with 100% employer match about $23,658 at 4% or $15,772 at 6%.
20221232$1,529,607$402,319$1,734iApproximate average salary by contribution assumption: employee only about $43,353 at 4% or $28,902 at 6%; with 50% employer match about $28,902 at 4% or $19,268 at 6%; with 100% employer match about $21,677 at 4% or $14,451 at 6%.
Inclusion Services 401K Plan-232$1,529,607$402,319$1,734iApproximate average salary by contribution assumption: employee only about $43,353 at 4% or $28,902 at 6%; with 50% employer match about $28,902 at 4% or $19,268 at 6%; with 100% employer match about $21,677 at 4% or $14,451 at 6%.
20211248$1,514,218$444,974$1,794iApproximate average salary by contribution assumption: employee only about $44,856 at 4% or $29,904 at 6%; with 50% employer match about $29,904 at 4% or $19,936 at 6%; with 100% employer match about $22,428 at 4% or $14,952 at 6%.
Inclusion Services 401K Plan-248$1,514,218$444,974$1,794iApproximate average salary by contribution assumption: employee only about $44,856 at 4% or $29,904 at 6%; with 50% employer match about $29,904 at 4% or $19,936 at 6%; with 100% employer match about $22,428 at 4% or $14,952 at 6%.
20201257$1,047,096$267,228$1,040iApproximate average salary by contribution assumption: employee only about $25,995 at 4% or $17,330 at 6%; with 50% employer match about $17,330 at 4% or $11,553 at 6%; with 100% employer match about $12,997 at 4% or $8,665 at 6%.
Inclusion Services 401K Plan-257$1,047,096$267,228$1,040iApproximate average salary by contribution assumption: employee only about $25,995 at 4% or $17,330 at 6%; with 50% employer match about $17,330 at 4% or $11,553 at 6%; with 100% employer match about $12,997 at 4% or $8,665 at 6%.
20191304$782,438$303,876$1,000iApproximate average salary by contribution assumption: employee only about $24,990 at 4% or $16,660 at 6%; with 50% employer match about $16,660 at 4% or $11,107 at 6%; with 100% employer match about $12,495 at 4% or $8,330 at 6%.
Inclusion Services 401K Plan-304$782,438$303,876$1,000iApproximate average salary by contribution assumption: employee only about $24,990 at 4% or $16,660 at 6%; with 50% employer match about $16,660 at 4% or $11,107 at 6%; with 100% employer match about $12,495 at 4% or $8,330 at 6%.
20181325$463,774$339,435$1,044iApproximate average salary by contribution assumption: employee only about $26,110 at 4% or $17,407 at 6%; with 50% employer match about $17,407 at 4% or $11,605 at 6%; with 100% employer match about $13,055 at 4% or $8,703 at 6%.
Inclusion Services 401K Plan-325$463,774$339,435$1,044iApproximate average salary by contribution assumption: employee only about $26,110 at 4% or $17,407 at 6%; with 50% employer match about $17,407 at 4% or $11,605 at 6%; with 100% employer match about $13,055 at 4% or $8,703 at 6%.
20171331$214,756$135,029$408iApproximate average salary by contribution assumption: employee only about $10,199 at 4% or $6,799 at 6%; with 50% employer match about $6,799 at 4% or $4,533 at 6%; with 100% employer match about $5,099 at 4% or $3,400 at 6%.
Inclusion Services 401K Plan-331$214,756$135,029$408iApproximate average salary by contribution assumption: employee only about $10,199 at 4% or $6,799 at 6%; with 50% employer match about $6,799 at 4% or $4,533 at 6%; with 100% employer match about $5,099 at 4% or $3,400 at 6%.
20161352$74,225$43,911$125iApproximate average salary by contribution assumption: employee only about $3,119 at 4% or $2,079 at 6%; with 50% employer match about $2,079 at 4% or $1,386 at 6%; with 100% employer match about $1,559 at 4% or $1,040 at 6%.
Inclusion Services 401K Plan-352$74,225$43,911$125iApproximate average salary by contribution assumption: employee only about $3,119 at 4% or $2,079 at 6%; with 50% employer match about $2,079 at 4% or $1,386 at 6%; with 100% employer match about $1,559 at 4% or $1,040 at 6%.
20151159$29,965$31,688$199iApproximate average salary by contribution assumption: employee only about $4,982 at 4% or $3,322 at 6%; with 50% employer match about $3,322 at 4% or $2,214 at 6%; with 100% employer match about $2,491 at 4% or $1,661 at 6%.
Inclusion Services 401K Plan-159$29,965$31,688$199iApproximate average salary by contribution assumption: employee only about $4,982 at 4% or $3,322 at 6%; with 50% employer match about $3,322 at 4% or $2,214 at 6%; with 100% employer match about $2,491 at 4% or $1,661 at 6%.
201113$1,335$8,357$2,786iApproximate average salary by contribution assumption: employee only about $69,642 at 4% or $46,428 at 6%; with 50% employer match about $46,428 at 4% or $30,952 at 6%; with 100% employer match about $34,821 at 4% or $23,214 at 6%.
Inclusion Services 401K Plan-3$1,335$8,357$2,786iApproximate average salary by contribution assumption: employee only about $69,642 at 4% or $46,428 at 6%; with 50% employer match about $46,428 at 4% or $30,952 at 6%; with 100% employer match about $34,821 at 4% or $23,214 at 6%.
201018$23,212$21,310$2,664iApproximate average salary by contribution assumption: employee only about $66,594 at 4% or $44,396 at 6%; with 50% employer match about $44,396 at 4% or $29,597 at 6%; with 100% employer match about $33,297 at 4% or $22,198 at 6%.
Inclusion Services 401K Plan-8$23,212$21,310$2,664iApproximate average salary by contribution assumption: employee only about $66,594 at 4% or $44,396 at 6%; with 50% employer match about $44,396 at 4% or $29,597 at 6%; with 100% employer match about $33,297 at 4% or $22,198 at 6%.