Civic Intelligence

Intellisurvey Inc.

Plan context: Intellisurvey 401(K) Plan

EIN 33-0973672 • Mission Viejo, CA • 21 filings • 3 plans

27261 Las RamblasSte 200Mission Viejo, CA 92691
Current Snapshot

Latest Year

2024

2024 Participants

98

2024 Assets

$18,128,253

2024 Contributions

$1,487,280

Historical Graphs

Total Assets Over Time

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

$18,128,253$9,064,127$0201320192024YearValue
$18,128,253Latest year 2024

Participants Over Time

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

128640201320192024YearValue
98Latest 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
2024398$18,128,253$1,487,280$15,176iApproximate average salary by contribution assumption: employee only about $379,408 at 4% or $252,939 at 6%; with 50% employer match about $252,939 at 4% or $168,626 at 6%; with 100% employer match about $189,704 at 4% or $126,469 at 6%.
Intellisurvey 401(K) Plan-98$18,128,253$1,487,280$15,176iApproximate average salary by contribution assumption: employee only about $379,408 at 4% or $252,939 at 6%; with 50% employer match about $252,939 at 4% or $168,626 at 6%; with 100% employer match about $189,704 at 4% or $126,469 at 6%.
Intellisurvey Health and Welfare Plan-0---
Intellisurvey Employee Benefits Plan-96---
20233111$14,730,642$1,496,750$13,484iApproximate average salary by contribution assumption: employee only about $337,106 at 4% or $224,737 at 6%; with 50% employer match about $224,737 at 4% or $149,825 at 6%; with 100% employer match about $168,553 at 4% or $112,369 at 6%.
Intellisurvey 401(K) Plan-111$14,730,642$1,496,750$13,484iApproximate average salary by contribution assumption: employee only about $337,106 at 4% or $224,737 at 6%; with 50% employer match about $224,737 at 4% or $149,825 at 6%; with 100% employer match about $168,553 at 4% or $112,369 at 6%.
Intellisurvey Health and Welfare Plan-108---
Intellisurvey Employee Benefits Plan-108---
20223128$11,106,745$2,049,924$16,015iApproximate average salary by contribution assumption: employee only about $400,376 at 4% or $266,917 at 6%; with 50% employer match about $266,917 at 4% or $177,945 at 6%; with 100% employer match about $200,188 at 4% or $133,459 at 6%.
Intellisurvey 401(K) Plan-128$11,106,745$2,049,924$16,015iApproximate average salary by contribution assumption: employee only about $400,376 at 4% or $266,917 at 6%; with 50% employer match about $266,917 at 4% or $177,945 at 6%; with 100% employer match about $200,188 at 4% or $133,459 at 6%.
Intellisurvey Health and Welfare Plan-128---
Intellisurvey Employee Benefits Plan-128---
20212123$11,989,211$1,323,248$10,758iApproximate average salary by contribution assumption: employee only about $268,953 at 4% or $179,302 at 6%; with 50% employer match about $179,302 at 4% or $119,535 at 6%; with 100% employer match about $134,476 at 4% or $89,651 at 6%.
Intellisurvey 401(K) Plan-121$11,989,211$1,323,248$10,936iApproximate average salary by contribution assumption: employee only about $273,398 at 4% or $182,266 at 6%; with 50% employer match about $182,266 at 4% or $121,510 at 6%; with 100% employer match about $136,699 at 4% or $91,133 at 6%.
Intellisurvey Health and Welfare Plan-123---
20202107$9,237,553$883,572$8,258iApproximate average salary by contribution assumption: employee only about $206,442 at 4% or $137,628 at 6%; with 50% employer match about $137,628 at 4% or $91,752 at 6%; with 100% employer match about $103,221 at 4% or $68,814 at 6%.
Intellisurvey 401(K) Plan-93$9,237,553$883,572$9,501iApproximate average salary by contribution assumption: employee only about $237,519 at 4% or $158,346 at 6%; with 50% employer match about $158,346 at 4% or $105,564 at 6%; with 100% employer match about $118,760 at 4% or $79,173 at 6%.
Intellisurvey Health and Welfare Plan-107---
20192105$6,809,792$864,964$8,238iApproximate average salary by contribution assumption: employee only about $205,944 at 4% or $137,296 at 6%; with 50% employer match about $137,296 at 4% or $91,531 at 6%; with 100% employer match about $102,972 at 4% or $68,648 at 6%.
Intellisurvey 401(K) Plan-94$6,809,792$864,964$9,202iApproximate average salary by contribution assumption: employee only about $230,044 at 4% or $153,362 at 6%; with 50% employer match about $153,362 at 4% or $102,242 at 6%; with 100% employer match about $115,022 at 4% or $76,681 at 6%.
Intellisurvey Health and Welfare Plan-105---
2018178$4,845,078$873,846$11,203iApproximate average salary by contribution assumption: employee only about $280,079 at 4% or $186,719 at 6%; with 50% employer match about $186,719 at 4% or $124,479 at 6%; with 100% employer match about $140,039 at 4% or $93,360 at 6%.
Intellisurvey 401(K) Plan-78$4,845,078$873,846$11,203iApproximate average salary by contribution assumption: employee only about $280,079 at 4% or $186,719 at 6%; with 50% employer match about $186,719 at 4% or $124,479 at 6%; with 100% employer match about $140,039 at 4% or $93,360 at 6%.
2017170$4,470,667$720,785$10,297iApproximate average salary by contribution assumption: employee only about $257,423 at 4% or $171,615 at 6%; with 50% employer match about $171,615 at 4% or $114,410 at 6%; with 100% employer match about $128,712 at 4% or $85,808 at 6%.
Intellisurvey 401(K) Plan-70$4,470,667$720,785$10,297iApproximate average salary by contribution assumption: employee only about $257,423 at 4% or $171,615 at 6%; with 50% employer match about $171,615 at 4% or $114,410 at 6%; with 100% employer match about $128,712 at 4% or $85,808 at 6%.
2016159$3,160,781$564,421$9,566iApproximate average salary by contribution assumption: employee only about $239,161 at 4% or $159,441 at 6%; with 50% employer match about $159,441 at 4% or $106,294 at 6%; with 100% employer match about $119,581 at 4% or $79,720 at 6%.
Intellisurvey 401(K) Plan-59$3,160,781$564,421$9,566iApproximate average salary by contribution assumption: employee only about $239,161 at 4% or $159,441 at 6%; with 50% employer match about $159,441 at 4% or $106,294 at 6%; with 100% employer match about $119,581 at 4% or $79,720 at 6%.
2015159$2,446,580$512,527$8,687iApproximate average salary by contribution assumption: employee only about $217,172 at 4% or $144,782 at 6%; with 50% employer match about $144,782 at 4% or $96,521 at 6%; with 100% employer match about $108,586 at 4% or $72,391 at 6%.
Intellisurvey 401(K) Plan-59$2,446,580$512,527$8,687iApproximate average salary by contribution assumption: employee only about $217,172 at 4% or $144,782 at 6%; with 50% employer match about $144,782 at 4% or $96,521 at 6%; with 100% employer match about $108,586 at 4% or $72,391 at 6%.
2014156$2,000,144$502,027$8,965iApproximate average salary by contribution assumption: employee only about $224,119 at 4% or $149,413 at 6%; with 50% employer match about $149,413 at 4% or $99,609 at 6%; with 100% employer match about $112,060 at 4% or $74,706 at 6%.
Intellisurvey 401(K) Plan-56$2,000,144$502,027$8,965iApproximate average salary by contribution assumption: employee only about $224,119 at 4% or $149,413 at 6%; with 50% employer match about $149,413 at 4% or $99,609 at 6%; with 100% employer match about $112,060 at 4% or $74,706 at 6%.
2013145$1,416,500$1,259,721$27,994iApproximate average salary by contribution assumption: employee only about $699,845 at 4% or $466,563 at 6%; with 50% employer match about $466,563 at 4% or $311,042 at 6%; with 100% employer match about $349,923 at 4% or $233,282 at 6%.
Intellisurvey 401(K) Plan-45$1,416,500$1,259,721$27,994iApproximate average salary by contribution assumption: employee only about $699,845 at 4% or $466,563 at 6%; with 50% employer match about $466,563 at 4% or $311,042 at 6%; with 100% employer match about $349,923 at 4% or $233,282 at 6%.