Civic Intelligence

Inverness Partners

Plan context: Inverness Partners 401K Plan

EIN 36-3796212 • Rolling Meadows, IL • 11 filings • 1 plans

1835 Rohlwing Rd Suite CRolling Meadows, IL 60008
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$606,667

2024 Contributions

$36,382

Historical Graphs

Total Assets Over Time

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

$606,667$303,334$0201420192024YearValue
$606,667Latest year 2024

Participants Over Time

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

1470201420192024YearValue
12Latest 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
2024112$606,667$36,382$3,032iApproximate average salary by contribution assumption: employee only about $75,796 at 4% or $50,531 at 6%; with 50% employer match about $50,531 at 4% or $33,687 at 6%; with 100% employer match about $37,898 at 4% or $25,265 at 6%.
Inverness Partners 401K Plan-12$606,667$36,382$3,032iApproximate average salary by contribution assumption: employee only about $75,796 at 4% or $50,531 at 6%; with 50% employer match about $50,531 at 4% or $33,687 at 6%; with 100% employer match about $37,898 at 4% or $25,265 at 6%.
202310$514,187$32,273-
Inverness Partners 401K Plan-0$514,187$32,273-
2022111$420,911$30,805$2,800iApproximate average salary by contribution assumption: employee only about $70,011 at 4% or $46,674 at 6%; with 50% employer match about $46,674 at 4% or $31,116 at 6%; with 100% employer match about $35,006 at 4% or $23,337 at 6%.
Inverness Partners 401K Plan-11$420,911$30,805$2,800iApproximate average salary by contribution assumption: employee only about $70,011 at 4% or $46,674 at 6%; with 50% employer match about $46,674 at 4% or $31,116 at 6%; with 100% employer match about $35,006 at 4% or $23,337 at 6%.
2021112$460,940$31,138$2,595iApproximate average salary by contribution assumption: employee only about $64,871 at 4% or $43,247 at 6%; with 50% employer match about $43,247 at 4% or $28,831 at 6%; with 100% employer match about $32,435 at 4% or $21,624 at 6%.
Inverness Partners 401K Plan-12$460,940$31,138$2,595iApproximate average salary by contribution assumption: employee only about $64,871 at 4% or $43,247 at 6%; with 50% employer match about $43,247 at 4% or $28,831 at 6%; with 100% employer match about $32,435 at 4% or $21,624 at 6%.
2020113$455,532$51,806$3,985iApproximate average salary by contribution assumption: employee only about $99,627 at 4% or $66,418 at 6%; with 50% employer match about $66,418 at 4% or $44,279 at 6%; with 100% employer match about $49,813 at 4% or $33,209 at 6%.
Inverness Partners 401K Plan-13$455,532$51,806$3,985iApproximate average salary by contribution assumption: employee only about $99,627 at 4% or $66,418 at 6%; with 50% employer match about $66,418 at 4% or $44,279 at 6%; with 100% employer match about $49,813 at 4% or $33,209 at 6%.
2019113$344,933$63,778$4,906iApproximate average salary by contribution assumption: employee only about $122,650 at 4% or $81,767 at 6%; with 50% employer match about $81,767 at 4% or $54,511 at 6%; with 100% employer match about $61,325 at 4% or $40,883 at 6%.
Inverness Partners 401K Plan-13$344,933$63,778$4,906iApproximate average salary by contribution assumption: employee only about $122,650 at 4% or $81,767 at 6%; with 50% employer match about $81,767 at 4% or $54,511 at 6%; with 100% employer match about $61,325 at 4% or $40,883 at 6%.
2018114$239,342$42,012$3,001iApproximate average salary by contribution assumption: employee only about $75,021 at 4% or $50,014 at 6%; with 50% employer match about $50,014 at 4% or $33,343 at 6%; with 100% employer match about $37,511 at 4% or $25,007 at 6%.
Inverness Partners 401K Plan-14$239,342$42,012$3,001iApproximate average salary by contribution assumption: employee only about $75,021 at 4% or $50,014 at 6%; with 50% employer match about $50,014 at 4% or $33,343 at 6%; with 100% employer match about $37,511 at 4% or $25,007 at 6%.
2017114$212,333$119,307$8,522iApproximate average salary by contribution assumption: employee only about $213,048 at 4% or $142,032 at 6%; with 50% employer match about $142,032 at 4% or $94,688 at 6%; with 100% employer match about $106,524 at 4% or $71,016 at 6%.
Inverness Partners 401K Plan-14$212,333$119,307$8,522iApproximate average salary by contribution assumption: employee only about $213,048 at 4% or $142,032 at 6%; with 50% employer match about $142,032 at 4% or $94,688 at 6%; with 100% employer match about $106,524 at 4% or $71,016 at 6%.
2016114$71,873$20,089$1,435iApproximate average salary by contribution assumption: employee only about $35,873 at 4% or $23,915 at 6%; with 50% employer match about $23,915 at 4% or $15,944 at 6%; with 100% employer match about $17,937 at 4% or $11,958 at 6%.
Inverness Partners 401K Plan-14$71,873$20,089$1,435iApproximate average salary by contribution assumption: employee only about $35,873 at 4% or $23,915 at 6%; with 50% employer match about $23,915 at 4% or $15,944 at 6%; with 100% employer match about $17,937 at 4% or $11,958 at 6%.
2015114$48,412$13,970$998iApproximate average salary by contribution assumption: employee only about $24,946 at 4% or $16,631 at 6%; with 50% employer match about $16,631 at 4% or $11,087 at 6%; with 100% employer match about $12,473 at 4% or $8,315 at 6%.
Inverness Partners 401K Plan-14$48,412$13,970$998iApproximate average salary by contribution assumption: employee only about $24,946 at 4% or $16,631 at 6%; with 50% employer match about $16,631 at 4% or $11,087 at 6%; with 100% employer match about $12,473 at 4% or $8,315 at 6%.
2014111$35,701$35,673$3,243iApproximate average salary by contribution assumption: employee only about $81,075 at 4% or $54,050 at 6%; with 50% employer match about $54,050 at 4% or $36,033 at 6%; with 100% employer match about $40,538 at 4% or $27,025 at 6%.
Inverness Partners 401K Plan-11$35,701$35,673$3,243iApproximate average salary by contribution assumption: employee only about $81,075 at 4% or $54,050 at 6%; with 50% employer match about $54,050 at 4% or $36,033 at 6%; with 100% employer match about $40,538 at 4% or $27,025 at 6%.