Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$488,879
2016 Contributions
$511,307
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Intellivest Inc. 401(K) Plan | - | 0 | - | - | - |
| 2015 | 1 | 1 | $488,879 | $0 | - |
| Intellivest Inc. 401(K) Plan | - | 1 | $488,879 | - | - |
| 2014 | 1 | 1 | $502,157 | $511,307 | $511,307iApproximate average salary by contribution assumption: employee only about $12,782,675 at 4% or $8,521,783 at 6%; with 50% employer match about $8,521,783 at 4% or $5,681,189 at 6%; with 100% employer match about $6,391,338 at 4% or $4,260,892 at 6%. |
| Intellivest Inc. 401(K) Plan | - | 1 | $502,157 | $511,307 | $511,307iApproximate average salary by contribution assumption: employee only about $12,782,675 at 4% or $8,521,783 at 6%; with 50% employer match about $8,521,783 at 4% or $5,681,189 at 6%; with 100% employer match about $6,391,338 at 4% or $4,260,892 at 6%. |