Civic Intelligence

Inverness Counsel LLC

Plan context: Inverness Counsel 401(K) Plan

EIN 30-0655125 • New York, NY • 15 filings • 1 plans

845 Third Avenue8th FloorNew York, NY 10022
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$11,496

2024 Contributions

$148,358

Historical Graphs

Total Assets Over Time

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

$15,370,880$7,685,440$0201020172024YearValue
$11,496Latest year 2024

Participants Over Time

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

42210201020172024YearValue
4Latest 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
202414$11,496$0-
Inverness Counsel 401(K) Plan-4$11,496--
202314$524,876$148,358$37,090iApproximate average salary by contribution assumption: employee only about $927,238 at 4% or $618,158 at 6%; with 50% employer match about $618,158 at 4% or $412,106 at 6%; with 100% employer match about $463,619 at 4% or $309,079 at 6%.
Inverness Counsel 401(K) Plan-4$524,876$148,358$37,090iApproximate average salary by contribution assumption: employee only about $927,238 at 4% or $618,158 at 6%; with 50% employer match about $618,158 at 4% or $412,106 at 6%; with 100% employer match about $463,619 at 4% or $309,079 at 6%.
2022128$12,657,985$1,129,403$40,336iApproximate average salary by contribution assumption: employee only about $1,008,396 at 4% or $672,264 at 6%; with 50% employer match about $672,264 at 4% or $448,176 at 6%; with 100% employer match about $504,198 at 4% or $336,132 at 6%.
Inverness Counsel 401(K) Plan-28$12,657,985$1,129,403$40,336iApproximate average salary by contribution assumption: employee only about $1,008,396 at 4% or $672,264 at 6%; with 50% employer match about $672,264 at 4% or $448,176 at 6%; with 100% employer match about $504,198 at 4% or $336,132 at 6%.
2021131$15,370,880$1,208,849$38,995iApproximate average salary by contribution assumption: employee only about $974,878 at 4% or $649,919 at 6%; with 50% employer match about $649,919 at 4% or $433,279 at 6%; with 100% employer match about $487,439 at 4% or $324,959 at 6%.
Inverness Counsel 401(K) Plan-31$15,370,880$1,208,849$38,995iApproximate average salary by contribution assumption: employee only about $974,878 at 4% or $649,919 at 6%; with 50% employer match about $649,919 at 4% or $433,279 at 6%; with 100% employer match about $487,439 at 4% or $324,959 at 6%.
2020135$13,660,168$856,340$24,467iApproximate average salary by contribution assumption: employee only about $611,671 at 4% or $407,781 at 6%; with 50% employer match about $407,781 at 4% or $271,854 at 6%; with 100% employer match about $305,836 at 4% or $203,890 at 6%.
Inverness Counsel 401(K) Plan-35$13,660,168$856,340$24,467iApproximate average salary by contribution assumption: employee only about $611,671 at 4% or $407,781 at 6%; with 50% employer match about $407,781 at 4% or $271,854 at 6%; with 100% employer match about $305,836 at 4% or $203,890 at 6%.
2019136$12,288,297$1,307,047$36,307iApproximate average salary by contribution assumption: employee only about $907,672 at 4% or $605,114 at 6%; with 50% employer match about $605,114 at 4% or $403,410 at 6%; with 100% employer match about $453,836 at 4% or $302,557 at 6%.
Inverness Counsel 401(K) Plan-36$12,288,297$1,307,047$36,307iApproximate average salary by contribution assumption: employee only about $907,672 at 4% or $605,114 at 6%; with 50% employer match about $605,114 at 4% or $403,410 at 6%; with 100% employer match about $453,836 at 4% or $302,557 at 6%.
2018136$9,422,650$1,980,017$55,000iApproximate average salary by contribution assumption: employee only about $1,375,012 at 4% or $916,675 at 6%; with 50% employer match about $916,675 at 4% or $611,116 at 6%; with 100% employer match about $687,506 at 4% or $458,337 at 6%.
Inverness Counsel 401(K) Plan-36$9,422,650$1,980,017$55,000iApproximate average salary by contribution assumption: employee only about $1,375,012 at 4% or $916,675 at 6%; with 50% employer match about $916,675 at 4% or $611,116 at 6%; with 100% employer match about $687,506 at 4% or $458,337 at 6%.
2017136$8,957,228$984,184$27,338iApproximate average salary by contribution assumption: employee only about $683,461 at 4% or $455,641 at 6%; with 50% employer match about $455,641 at 4% or $303,760 at 6%; with 100% employer match about $341,731 at 4% or $227,820 at 6%.
Inverness Counsel 401(K) Plan-36$8,957,228$984,184$27,338iApproximate average salary by contribution assumption: employee only about $683,461 at 4% or $455,641 at 6%; with 50% employer match about $455,641 at 4% or $303,760 at 6%; with 100% employer match about $341,731 at 4% or $227,820 at 6%.
2016142$7,452,138$825,604$19,657iApproximate average salary by contribution assumption: employee only about $491,431 at 4% or $327,621 at 6%; with 50% employer match about $327,621 at 4% or $218,414 at 6%; with 100% employer match about $245,715 at 4% or $163,810 at 6%.
Inverness Counsel 401(K) Plan-42$7,452,138$825,604$19,657iApproximate average salary by contribution assumption: employee only about $491,431 at 4% or $327,621 at 6%; with 50% employer match about $327,621 at 4% or $218,414 at 6%; with 100% employer match about $245,715 at 4% or $163,810 at 6%.
2015138$6,148,416$679,235$17,875iApproximate average salary by contribution assumption: employee only about $446,865 at 4% or $297,910 at 6%; with 50% employer match about $297,910 at 4% or $198,607 at 6%; with 100% employer match about $223,433 at 4% or $148,955 at 6%.
Inverness Counsel 401(K) Plan-38$6,148,416$679,235$17,875iApproximate average salary by contribution assumption: employee only about $446,865 at 4% or $297,910 at 6%; with 50% employer match about $297,910 at 4% or $198,607 at 6%; with 100% employer match about $223,433 at 4% or $148,955 at 6%.
2014139$5,592,891$684,160$17,543iApproximate average salary by contribution assumption: employee only about $438,564 at 4% or $292,376 at 6%; with 50% employer match about $292,376 at 4% or $194,917 at 6%; with 100% employer match about $219,282 at 4% or $146,188 at 6%.
Inverness Counsel 401(K) Plan-39$5,592,891$684,160$17,543iApproximate average salary by contribution assumption: employee only about $438,564 at 4% or $292,376 at 6%; with 50% employer match about $292,376 at 4% or $194,917 at 6%; with 100% employer match about $219,282 at 4% or $146,188 at 6%.
2013139$4,856,522$491,036$12,591iApproximate average salary by contribution assumption: employee only about $314,767 at 4% or $209,844 at 6%; with 50% employer match about $209,844 at 4% or $139,896 at 6%; with 100% employer match about $157,383 at 4% or $104,922 at 6%.
Inverness Counsel 401(K) Plan-39$4,856,522$491,036$12,591iApproximate average salary by contribution assumption: employee only about $314,767 at 4% or $209,844 at 6%; with 50% employer match about $209,844 at 4% or $139,896 at 6%; with 100% employer match about $157,383 at 4% or $104,922 at 6%.
2012140$3,849,942$411,181$10,280iApproximate average salary by contribution assumption: employee only about $256,988 at 4% or $171,325 at 6%; with 50% employer match about $171,325 at 4% or $114,217 at 6%; with 100% employer match about $128,494 at 4% or $85,663 at 6%.
Inverness Counsel 401(K) Plan-40$3,849,942$411,181$10,280iApproximate average salary by contribution assumption: employee only about $256,988 at 4% or $171,325 at 6%; with 50% employer match about $171,325 at 4% or $114,217 at 6%; with 100% employer match about $128,494 at 4% or $85,663 at 6%.
2011136$3,210,656$327,582$9,100iApproximate average salary by contribution assumption: employee only about $227,488 at 4% or $151,658 at 6%; with 50% employer match about $151,658 at 4% or $101,106 at 6%; with 100% employer match about $113,744 at 4% or $75,829 at 6%.
Inverness Counsel 401(K) Plan-36$3,210,656$327,582$9,100iApproximate average salary by contribution assumption: employee only about $227,488 at 4% or $151,658 at 6%; with 50% employer match about $151,658 at 4% or $101,106 at 6%; with 100% employer match about $113,744 at 4% or $75,829 at 6%.
2010139$3,402,058$346,951$8,896iApproximate average salary by contribution assumption: employee only about $222,404 at 4% or $148,270 at 6%; with 50% employer match about $148,270 at 4% or $98,846 at 6%; with 100% employer match about $111,202 at 4% or $74,135 at 6%.
Inverness Counsel 401(K) Plan-39$3,402,058$346,951$8,896iApproximate average salary by contribution assumption: employee only about $222,404 at 4% or $148,270 at 6%; with 50% employer match about $148,270 at 4% or $98,846 at 6%; with 100% employer match about $111,202 at 4% or $74,135 at 6%.