Civic Intelligence

I3 Verticals Management Services Inc.

Plan context: I3 Verticals Management Services Inc. 401(K) Plan

EIN 30-0847828 • 18 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

1,214

2024 Assets

$74,546,192

2024 Contributions

$11,081,965

Historical Graphs

Total Assets Over Time

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

$74,546,192$37,273,096$0201520192023YearValue
$74,546,192Latest year 2023

Participants Over Time

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

1,4617310201520202024YearValue
1,214Latest 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
202411,214$0$0-
I3 Verticals Health and Welfare Benefit Plan-1,214---
202321,428$74,546,192$11,081,965$7,760iApproximate average salary by contribution assumption: employee only about $194,012 at 4% or $129,341 at 6%; with 50% employer match about $129,341 at 4% or $86,228 at 6%; with 100% employer match about $97,006 at 4% or $64,671 at 6%.
I3 Verticals Management Services Inc. 401(K) Plan-1,221$74,546,192$11,081,965$9,076iApproximate average salary by contribution assumption: employee only about $226,903 at 4% or $151,269 at 6%; with 50% employer match about $151,269 at 4% or $100,846 at 6%; with 100% employer match about $113,452 at 4% or $75,634 at 6%.
I3 Verticals Health and Welfare Benefit Plan-1,428---
202221,461$55,575,771$10,719,216$7,337iApproximate average salary by contribution assumption: employee only about $183,423 at 4% or $122,282 at 6%; with 50% employer match about $122,282 at 4% or $81,521 at 6%; with 100% employer match about $91,711 at 4% or $61,141 at 6%.
I3 Verticals Management Services Inc. 401(K) Plan-1,461$55,575,771$10,719,216$7,337iApproximate average salary by contribution assumption: employee only about $183,423 at 4% or $122,282 at 6%; with 50% employer match about $122,282 at 4% or $81,521 at 6%; with 100% employer match about $91,711 at 4% or $61,141 at 6%.
I3 Verticals Health and Welfare Benefit Plan-978---
202121,354$40,870,465$19,141,407$14,137iApproximate average salary by contribution assumption: employee only about $353,423 at 4% or $235,616 at 6%; with 50% employer match about $235,616 at 4% or $157,077 at 6%; with 100% employer match about $176,712 at 4% or $117,808 at 6%.
I3 Verticals Management Services Inc. 401(K) Plan-1,354$40,870,465$19,141,407$14,137iApproximate average salary by contribution assumption: employee only about $353,423 at 4% or $235,616 at 6%; with 50% employer match about $235,616 at 4% or $157,077 at 6%; with 100% employer match about $176,712 at 4% or $117,808 at 6%.
I3 Verticals Health and Welfare Benefit Plan-478---
202021,000$35,498,757$14,515,816$14,516iApproximate average salary by contribution assumption: employee only about $362,895 at 4% or $241,930 at 6%; with 50% employer match about $241,930 at 4% or $161,287 at 6%; with 100% employer match about $181,448 at 4% or $120,965 at 6%.
I3 Verticals Management Services Inc. 401(K) Plan-1,000$35,498,757$14,515,816$14,516iApproximate average salary by contribution assumption: employee only about $362,895 at 4% or $241,930 at 6%; with 50% employer match about $241,930 at 4% or $161,287 at 6%; with 100% employer match about $181,448 at 4% or $120,965 at 6%.
I3 Verticals Health and Welfare Benefit Plan-479---
20192542$19,339,133$3,136,820$5,787iApproximate average salary by contribution assumption: employee only about $144,687 at 4% or $96,458 at 6%; with 50% employer match about $96,458 at 4% or $64,305 at 6%; with 100% employer match about $72,344 at 4% or $48,229 at 6%.
I3 Verticals Management Services Inc. 401(K) Plan-542$19,339,133$3,136,820$5,787iApproximate average salary by contribution assumption: employee only about $144,687 at 4% or $96,458 at 6%; with 50% employer match about $96,458 at 4% or $64,305 at 6%; with 100% employer match about $72,344 at 4% or $48,229 at 6%.
I3 Verticals Health and Welfare Benefit Plan-389---
20182500$15,096,694$2,638,847$5,278iApproximate average salary by contribution assumption: employee only about $131,942 at 4% or $87,962 at 6%; with 50% employer match about $87,962 at 4% or $58,641 at 6%; with 100% employer match about $65,971 at 4% or $43,981 at 6%.
I3 Verticals Management Services Inc. 401(K) Plan-500$15,096,694$2,638,847$5,278iApproximate average salary by contribution assumption: employee only about $131,942 at 4% or $87,962 at 6%; with 50% employer match about $87,962 at 4% or $58,641 at 6%; with 100% employer match about $65,971 at 4% or $43,981 at 6%.
I3 Verticals Health and Welfare Benefit Plan-237---
20172334$5,423,303$1,453,196$4,351iApproximate average salary by contribution assumption: employee only about $108,772 at 4% or $72,515 at 6%; with 50% employer match about $72,515 at 4% or $48,343 at 6%; with 100% employer match about $54,386 at 4% or $36,257 at 6%.
I3 Verticals Management Services Inc. 401(K) Plan-334$5,423,303$1,453,196$4,351iApproximate average salary by contribution assumption: employee only about $108,772 at 4% or $72,515 at 6%; with 50% employer match about $72,515 at 4% or $48,343 at 6%; with 100% employer match about $54,386 at 4% or $36,257 at 6%.
I3 Verticals Health and Welfare Benefit Plan-189---
20162186$1,181,551$612,912$3,295iApproximate average salary by contribution assumption: employee only about $82,381 at 4% or $54,920 at 6%; with 50% employer match about $54,920 at 4% or $36,614 at 6%; with 100% employer match about $41,190 at 4% or $27,460 at 6%.
I3 Verticals Management Services Inc. 401(K) Plan-186$1,181,551$612,912$3,295iApproximate average salary by contribution assumption: employee only about $82,381 at 4% or $54,920 at 6%; with 50% employer match about $54,920 at 4% or $36,614 at 6%; with 100% employer match about $41,190 at 4% or $27,460 at 6%.
I3 Verticals Health and Welfare Benefit Plan-160---
20151179$546,515$533,597$2,981iApproximate average salary by contribution assumption: employee only about $74,525 at 4% or $49,683 at 6%; with 50% employer match about $49,683 at 4% or $33,122 at 6%; with 100% employer match about $37,262 at 4% or $24,842 at 6%.
I3 Verticals Management Services Inc. 401(K) Plan-179$546,515$533,597$2,981iApproximate average salary by contribution assumption: employee only about $74,525 at 4% or $49,683 at 6%; with 50% employer match about $49,683 at 4% or $33,122 at 6%; with 100% employer match about $37,262 at 4% or $24,842 at 6%.