Civic Intelligence

Incapital Holdings LLC

Plan context: Incapital Holdings LLC 401(K) Plan

EIN 36-4366344 • Chicago, IL • 36 filings • 6 plans

200 S. Wacker StSte 3700Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

176

2024 Assets

$49,972,134

2024 Contributions

$4,016,178

Historical Graphs

Total Assets Over Time

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

$49,972,134$24,986,067$0200220132024YearValue
$49,972,134Latest year 2024

Participants Over Time

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

2011010200120132024YearValue
176Latest 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
20241176$49,972,134$4,016,178$22,819iApproximate average salary by contribution assumption: employee only about $570,480 at 4% or $380,320 at 6%; with 50% employer match about $380,320 at 4% or $253,547 at 6%; with 100% employer match about $285,240 at 4% or $190,160 at 6%.
Incapital Holdings LLC 401(K) Plan-176$49,972,134$4,016,178$22,819iApproximate average salary by contribution assumption: employee only about $570,480 at 4% or $380,320 at 6%; with 50% employer match about $380,320 at 4% or $253,547 at 6%; with 100% employer match about $285,240 at 4% or $190,160 at 6%.
20232177$44,645,515$3,657,217$20,662iApproximate average salary by contribution assumption: employee only about $516,556 at 4% or $344,371 at 6%; with 50% employer match about $344,371 at 4% or $229,580 at 6%; with 100% employer match about $258,278 at 4% or $172,185 at 6%.
Incapital Holdings LLC 401(K) Plan-177$44,645,515$3,657,217$20,662iApproximate average salary by contribution assumption: employee only about $516,556 at 4% or $344,371 at 6%; with 50% employer match about $344,371 at 4% or $229,580 at 6%; with 100% employer match about $258,278 at 4% or $172,185 at 6%.
Incapital Holdings Welfare Benefit Plans-168---
20222200$35,900,114$4,496,871$22,484iApproximate average salary by contribution assumption: employee only about $562,109 at 4% or $374,739 at 6%; with 50% employer match about $374,739 at 4% or $249,826 at 6%; with 100% employer match about $281,054 at 4% or $187,370 at 6%.
Incapital Holdings LLC 401(K) Plan-200$35,900,114$4,496,871$22,484iApproximate average salary by contribution assumption: employee only about $562,109 at 4% or $374,739 at 6%; with 50% employer match about $374,739 at 4% or $249,826 at 6%; with 100% employer match about $281,054 at 4% or $187,370 at 6%.
Incapital Holdings Welfare Benefit Plans-182---
20212201$42,144,518$3,594,840$17,885iApproximate average salary by contribution assumption: employee only about $447,119 at 4% or $298,080 at 6%; with 50% employer match about $298,080 at 4% or $198,720 at 6%; with 100% employer match about $223,560 at 4% or $149,040 at 6%.
Incapital Holdings LLC 401(K) Plan-182$42,144,518$3,594,840$19,752iApproximate average salary by contribution assumption: employee only about $493,797 at 4% or $329,198 at 6%; with 50% employer match about $329,198 at 4% or $219,465 at 6%; with 100% employer match about $246,898 at 4% or $164,599 at 6%.
Incapital Holdings Welfare Benefit Plans-201---
20202187$34,638,844$3,486,791$18,646iApproximate average salary by contribution assumption: employee only about $466,149 at 4% or $310,766 at 6%; with 50% employer match about $310,766 at 4% or $207,177 at 6%; with 100% employer match about $233,074 at 4% or $155,383 at 6%.
Incapital Holdings LLC 401(K) Plan-137$34,638,844$3,486,791$25,451iApproximate average salary by contribution assumption: employee only about $636,276 at 4% or $424,184 at 6%; with 50% employer match about $424,184 at 4% or $282,789 at 6%; with 100% employer match about $318,138 at 4% or $212,092 at 6%.
Incapital Holdings Welfare Benefit Plans-187---
20191119$26,836,033$1,949,248$16,380iApproximate average salary by contribution assumption: employee only about $409,506 at 4% or $273,004 at 6%; with 50% employer match about $273,004 at 4% or $182,003 at 6%; with 100% employer match about $204,753 at 4% or $136,502 at 6%.
Incapital Holdings LLC 401(K) Plan-119$26,836,033$1,949,248$16,380iApproximate average salary by contribution assumption: employee only about $409,506 at 4% or $273,004 at 6%; with 50% employer match about $273,004 at 4% or $182,003 at 6%; with 100% employer match about $204,753 at 4% or $136,502 at 6%.
20181128$22,270,535$2,146,024$16,766iApproximate average salary by contribution assumption: employee only about $419,145 at 4% or $279,430 at 6%; with 50% employer match about $279,430 at 4% or $186,287 at 6%; with 100% employer match about $209,573 at 4% or $139,715 at 6%.
Incapital Holdings LLC 401(K) Plan-128$22,270,535$2,146,024$16,766iApproximate average salary by contribution assumption: employee only about $419,145 at 4% or $279,430 at 6%; with 50% employer match about $279,430 at 4% or $186,287 at 6%; with 100% employer match about $209,573 at 4% or $139,715 at 6%.
20172129$24,228,625$2,674,341$20,731iApproximate average salary by contribution assumption: employee only about $518,283 at 4% or $345,522 at 6%; with 50% employer match about $345,522 at 4% or $230,348 at 6%; with 100% employer match about $259,142 at 4% or $172,761 at 6%.
Incapital Holdings LLC 401(K) Plan-129$24,228,625$2,674,341$20,731iApproximate average salary by contribution assumption: employee only about $518,283 at 4% or $345,522 at 6%; with 50% employer match about $345,522 at 4% or $230,348 at 6%; with 100% employer match about $259,142 at 4% or $172,761 at 6%.
Incapital Holdings Welfare Benefit Plans-126---
20162151$19,288,717$2,377,825$15,747iApproximate average salary by contribution assumption: employee only about $393,680 at 4% or $262,453 at 6%; with 50% employer match about $262,453 at 4% or $174,969 at 6%; with 100% employer match about $196,840 at 4% or $131,227 at 6%.
Incapital Holdings LLC 401(K) Plan-151$19,288,717$2,377,825$15,747iApproximate average salary by contribution assumption: employee only about $393,680 at 4% or $262,453 at 6%; with 50% employer match about $262,453 at 4% or $174,969 at 6%; with 100% employer match about $196,840 at 4% or $131,227 at 6%.
Incapital Holdings Welfare Benefit Plans-138---
20152173$18,845,112$2,737,712$15,825iApproximate average salary by contribution assumption: employee only about $395,623 at 4% or $263,749 at 6%; with 50% employer match about $263,749 at 4% or $175,832 at 6%; with 100% employer match about $197,812 at 4% or $131,874 at 6%.
Incapital Holdings LLC 401(K) Plan-173$18,845,112$2,737,712$15,825iApproximate average salary by contribution assumption: employee only about $395,623 at 4% or $263,749 at 6%; with 50% employer match about $263,749 at 4% or $175,832 at 6%; with 100% employer match about $197,812 at 4% or $131,874 at 6%.
Incapital Holdings Welfare Benefit Plans-161---
20142183$19,353,627$2,247,834$12,283iApproximate average salary by contribution assumption: employee only about $307,081 at 4% or $204,721 at 6%; with 50% employer match about $204,721 at 4% or $136,481 at 6%; with 100% employer match about $153,541 at 4% or $102,360 at 6%.
Incapital Holdings LLC 401(K) Plan-172$19,353,627$2,247,834$13,069iApproximate average salary by contribution assumption: employee only about $326,720 at 4% or $217,813 at 6%; with 50% employer match about $217,813 at 4% or $145,209 at 6%; with 100% employer match about $163,360 at 4% or $108,907 at 6%.
Incapital Holdings Welfare Benefit Plans-183---
20132194$17,200,945$2,212,146$11,403iApproximate average salary by contribution assumption: employee only about $285,070 at 4% or $190,047 at 6%; with 50% employer match about $190,047 at 4% or $126,698 at 6%; with 100% employer match about $142,535 at 4% or $95,023 at 6%.
Incapital Holdings LLC 401(K) Plan-152$17,200,945$2,212,146$14,554iApproximate average salary by contribution assumption: employee only about $363,840 at 4% or $242,560 at 6%; with 50% employer match about $242,560 at 4% or $161,707 at 6%; with 100% employer match about $181,920 at 4% or $121,280 at 6%.
Incapital Holdings Welfare Benefit Plans-194---
20122171$13,174,581$2,095,323$12,253iApproximate average salary by contribution assumption: employee only about $306,334 at 4% or $204,223 at 6%; with 50% employer match about $204,223 at 4% or $136,148 at 6%; with 100% employer match about $153,167 at 4% or $102,111 at 6%.
Incapital Holdings LLC 401(K) Plan-140$13,174,581$2,095,323$14,967iApproximate average salary by contribution assumption: employee only about $374,165 at 4% or $249,443 at 6%; with 50% employer match about $249,443 at 4% or $166,295 at 6%; with 100% employer match about $187,082 at 4% or $124,722 at 6%.
Incapital Holdings Welfare Benefit Plans-171---
20112145$10,365,390$2,210,623$15,246iApproximate average salary by contribution assumption: employee only about $381,142 at 4% or $254,095 at 6%; with 50% employer match about $254,095 at 4% or $169,396 at 6%; with 100% employer match about $190,571 at 4% or $127,047 at 6%.
Incapital Holdings LLC 401(K) Plan-113$10,365,390$2,210,623$19,563iApproximate average salary by contribution assumption: employee only about $489,076 at 4% or $326,051 at 6%; with 50% employer match about $326,051 at 4% or $217,367 at 6%; with 100% employer match about $244,538 at 4% or $163,025 at 6%.
Incapital Holdings Welfare Benefit Plans-145---
20102119$9,175,146$2,687,435$22,583iApproximate average salary by contribution assumption: employee only about $564,587 at 4% or $376,391 at 6%; with 50% employer match about $376,391 at 4% or $250,928 at 6%; with 100% employer match about $282,294 at 4% or $188,196 at 6%.
Incapital Holdings LLC 401(K) Plan-103$9,175,146$2,687,435$26,092iApproximate average salary by contribution assumption: employee only about $652,290 at 4% or $434,860 at 6%; with 50% employer match about $434,860 at 4% or $289,907 at 6%; with 100% employer match about $326,145 at 4% or $217,430 at 6%.
Incapital Holdings Welfare Benefit Plans-119---
2009186$5,576,770$1,527,662$17,764iApproximate average salary by contribution assumption: employee only about $444,088 at 4% or $296,059 at 6%; with 50% employer match about $296,059 at 4% or $197,372 at 6%; with 100% employer match about $222,044 at 4% or $148,029 at 6%.
Incapital Holdings LLC 401(K) Plan-86$5,576,770$1,527,662$17,764iApproximate average salary by contribution assumption: employee only about $444,088 at 4% or $296,059 at 6%; with 50% employer match about $296,059 at 4% or $197,372 at 6%; with 100% employer match about $222,044 at 4% or $148,029 at 6%.
2008170$2,963,195$1,057,955$15,114iApproximate average salary by contribution assumption: employee only about $377,841 at 4% or $251,894 at 6%; with 50% employer match about $251,894 at 4% or $167,929 at 6%; with 100% employer match about $188,921 at 4% or $125,947 at 6%.
Incapital Holdings LLC 401(K) Plan-70$2,963,195$1,057,955$15,114iApproximate average salary by contribution assumption: employee only about $377,841 at 4% or $251,894 at 6%; with 50% employer match about $251,894 at 4% or $167,929 at 6%; with 100% employer match about $188,921 at 4% or $125,947 at 6%.
2007148$3,262,861$599,625$12,492iApproximate average salary by contribution assumption: employee only about $312,305 at 4% or $208,203 at 6%; with 50% employer match about $208,203 at 4% or $138,802 at 6%; with 100% employer match about $156,152 at 4% or $104,102 at 6%.
Incapital Holdings LLC 401(K) Plan-48$3,262,861$599,625$12,492iApproximate average salary by contribution assumption: employee only about $312,305 at 4% or $208,203 at 6%; with 50% employer match about $208,203 at 4% or $138,802 at 6%; with 100% employer match about $156,152 at 4% or $104,102 at 6%.
2006140$2,494,980$405,898$10,147iApproximate average salary by contribution assumption: employee only about $253,686 at 4% or $169,124 at 6%; with 50% employer match about $169,124 at 4% or $112,749 at 6%; with 100% employer match about $126,843 at 4% or $84,562 at 6%.
Incapital Holdings LLC 401(K) Plan-40$2,494,980$405,898$10,147iApproximate average salary by contribution assumption: employee only about $253,686 at 4% or $169,124 at 6%; with 50% employer match about $169,124 at 4% or $112,749 at 6%; with 100% employer match about $126,843 at 4% or $84,562 at 6%.
2005135$2,022,905$380,890$10,883iApproximate average salary by contribution assumption: employee only about $272,064 at 4% or $181,376 at 6%; with 50% employer match about $181,376 at 4% or $120,917 at 6%; with 100% employer match about $136,032 at 4% or $90,688 at 6%.
Incapital Holdings LLC 401(K) Plan-35$2,022,905$380,890$10,883iApproximate average salary by contribution assumption: employee only about $272,064 at 4% or $181,376 at 6%; with 50% employer match about $181,376 at 4% or $120,917 at 6%; with 100% employer match about $136,032 at 4% or $90,688 at 6%.
2004134$1,572,516$473,658$13,931iApproximate average salary by contribution assumption: employee only about $348,278 at 4% or $232,185 at 6%; with 50% employer match about $232,185 at 4% or $154,790 at 6%; with 100% employer match about $174,139 at 4% or $116,093 at 6%.
Incapital Holdings LLC 401(K) Plan-34$1,572,516$473,658$13,931iApproximate average salary by contribution assumption: employee only about $348,278 at 4% or $232,185 at 6%; with 50% employer match about $232,185 at 4% or $154,790 at 6%; with 100% employer match about $174,139 at 4% or $116,093 at 6%.
2003132$990,398$480,167$15,005iApproximate average salary by contribution assumption: employee only about $375,130 at 4% or $250,087 at 6%; with 50% employer match about $250,087 at 4% or $166,725 at 6%; with 100% employer match about $187,565 at 4% or $125,043 at 6%.
Incapital Holdings LLC 401(K) Plan-32$990,398$480,167$15,005iApproximate average salary by contribution assumption: employee only about $375,130 at 4% or $250,087 at 6%; with 50% employer match about $250,087 at 4% or $166,725 at 6%; with 100% employer match about $187,565 at 4% or $125,043 at 6%.
2002124$367,621$273,919$11,413iApproximate average salary by contribution assumption: employee only about $285,332 at 4% or $190,222 at 6%; with 50% employer match about $190,222 at 4% or $126,814 at 6%; with 100% employer match about $142,666 at 4% or $95,111 at 6%.
Incapital Holdings LLC 401(K) Plan-24$367,621$273,919$11,413iApproximate average salary by contribution assumption: employee only about $285,332 at 4% or $190,222 at 6%; with 50% employer match about $190,222 at 4% or $126,814 at 6%; with 100% employer match about $142,666 at 4% or $95,111 at 6%.
2001121$0$0-
Incapital Holdings LLC 401(K) Plan-21---