Civic Intelligence

Investment Center

Plan context: Investment Center 401(K) Plan

EIN 42-1485034 • Independence, IA • 28 filings • 3 plans

231 First Street EastIndependence, IA 50644
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,593,490

2024 Contributions

$180,566

Historical Graphs

Total Assets Over Time

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

$1,969,724$984,862$0200020132024YearValue
$1,593,490Latest year 2024

Participants Over Time

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

1470200020122024YearValue
11Latest 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
2024111$1,593,490$180,566$16,415iApproximate average salary by contribution assumption: employee only about $410,377 at 4% or $273,585 at 6%; with 50% employer match about $273,585 at 4% or $182,390 at 6%; with 100% employer match about $205,189 at 4% or $136,792 at 6%.
Investment Center 401(K) Plan-11$1,593,490$180,566$16,415iApproximate average salary by contribution assumption: employee only about $410,377 at 4% or $273,585 at 6%; with 50% employer match about $273,585 at 4% or $182,390 at 6%; with 100% employer match about $205,189 at 4% or $136,792 at 6%.
2023112$1,969,724$152,918$12,743iApproximate average salary by contribution assumption: employee only about $318,579 at 4% or $212,386 at 6%; with 50% employer match about $212,386 at 4% or $141,591 at 6%; with 100% employer match about $159,290 at 4% or $106,193 at 6%.
Investment Center 401(K) Plan-12$1,969,724$152,918$12,743iApproximate average salary by contribution assumption: employee only about $318,579 at 4% or $212,386 at 6%; with 50% employer match about $212,386 at 4% or $141,591 at 6%; with 100% employer match about $159,290 at 4% or $106,193 at 6%.
2022112$1,564,320$142,497$11,875iApproximate average salary by contribution assumption: employee only about $296,869 at 4% or $197,913 at 6%; with 50% employer match about $197,913 at 4% or $131,942 at 6%; with 100% employer match about $148,434 at 4% or $98,956 at 6%.
Investment Center 401(K) Plan-12$1,564,320$142,497$11,875iApproximate average salary by contribution assumption: employee only about $296,869 at 4% or $197,913 at 6%; with 50% employer match about $197,913 at 4% or $131,942 at 6%; with 100% employer match about $148,434 at 4% or $98,956 at 6%.
2021114$1,802,502$151,112$10,794iApproximate average salary by contribution assumption: employee only about $269,843 at 4% or $179,895 at 6%; with 50% employer match about $179,895 at 4% or $119,930 at 6%; with 100% employer match about $134,921 at 4% or $89,948 at 6%.
Investment Center 401(K) Plan-14$1,802,502$151,112$10,794iApproximate average salary by contribution assumption: employee only about $269,843 at 4% or $179,895 at 6%; with 50% employer match about $179,895 at 4% or $119,930 at 6%; with 100% employer match about $134,921 at 4% or $89,948 at 6%.
2020114$1,428,488$134,180$9,584iApproximate average salary by contribution assumption: employee only about $239,607 at 4% or $159,738 at 6%; with 50% employer match about $159,738 at 4% or $106,492 at 6%; with 100% employer match about $119,804 at 4% or $79,869 at 6%.
Investment Center 401(K) Plan-14$1,428,488$134,180$9,584iApproximate average salary by contribution assumption: employee only about $239,607 at 4% or $159,738 at 6%; with 50% employer match about $159,738 at 4% or $106,492 at 6%; with 100% employer match about $119,804 at 4% or $79,869 at 6%.
2019113$981,159$111,237$8,557iApproximate average salary by contribution assumption: employee only about $213,917 at 4% or $142,612 at 6%; with 50% employer match about $142,612 at 4% or $95,074 at 6%; with 100% employer match about $106,959 at 4% or $71,306 at 6%.
Investment Center 401(K) Plan-13$981,159$111,237$8,557iApproximate average salary by contribution assumption: employee only about $213,917 at 4% or $142,612 at 6%; with 50% employer match about $142,612 at 4% or $95,074 at 6%; with 100% employer match about $106,959 at 4% or $71,306 at 6%.
2018113$645,486$117,790$9,061iApproximate average salary by contribution assumption: employee only about $226,519 at 4% or $151,013 at 6%; with 50% employer match about $151,013 at 4% or $100,675 at 6%; with 100% employer match about $113,260 at 4% or $75,506 at 6%.
Investment Center 401(K) Plan-13$645,486$117,790$9,061iApproximate average salary by contribution assumption: employee only about $226,519 at 4% or $151,013 at 6%; with 50% employer match about $151,013 at 4% or $100,675 at 6%; with 100% employer match about $113,260 at 4% or $75,506 at 6%.
2017112$620,565$105,211$8,768iApproximate average salary by contribution assumption: employee only about $219,190 at 4% or $146,126 at 6%; with 50% employer match about $146,126 at 4% or $97,418 at 6%; with 100% employer match about $109,595 at 4% or $73,063 at 6%.
Investment Center 401(K) Plan-12$620,565$105,211$8,768iApproximate average salary by contribution assumption: employee only about $219,190 at 4% or $146,126 at 6%; with 50% employer match about $146,126 at 4% or $97,418 at 6%; with 100% employer match about $109,595 at 4% or $73,063 at 6%.
2016111$430,701$92,330$8,394iApproximate average salary by contribution assumption: employee only about $209,841 at 4% or $139,894 at 6%; with 50% employer match about $139,894 at 4% or $93,263 at 6%; with 100% employer match about $104,920 at 4% or $69,947 at 6%.
Investment Center 401(K) Plan-11$430,701$92,330$8,394iApproximate average salary by contribution assumption: employee only about $209,841 at 4% or $139,894 at 6%; with 50% employer match about $139,894 at 4% or $93,263 at 6%; with 100% employer match about $104,920 at 4% or $69,947 at 6%.
2015110$324,249$102,615$10,262iApproximate average salary by contribution assumption: employee only about $256,538 at 4% or $171,025 at 6%; with 50% employer match about $171,025 at 4% or $114,017 at 6%; with 100% employer match about $128,269 at 4% or $85,513 at 6%.
Investment Center 401(K) Plan-10$324,249$102,615$10,262iApproximate average salary by contribution assumption: employee only about $256,538 at 4% or $171,025 at 6%; with 50% employer match about $171,025 at 4% or $114,017 at 6%; with 100% employer match about $128,269 at 4% or $85,513 at 6%.
201419$228,804$90,273$10,030iApproximate average salary by contribution assumption: employee only about $250,758 at 4% or $167,172 at 6%; with 50% employer match about $167,172 at 4% or $111,448 at 6%; with 100% employer match about $125,379 at 4% or $83,586 at 6%.
Investment Center 401(K) Plan-9$228,804$90,273$10,030iApproximate average salary by contribution assumption: employee only about $250,758 at 4% or $167,172 at 6%; with 50% employer match about $167,172 at 4% or $111,448 at 6%; with 100% employer match about $125,379 at 4% or $83,586 at 6%.
201319$135,271$73,962$8,218iApproximate average salary by contribution assumption: employee only about $205,450 at 4% or $136,967 at 6%; with 50% employer match about $136,967 at 4% or $91,311 at 6%; with 100% employer match about $102,725 at 4% or $68,483 at 6%.
Investment Center 401(K) Plan-9$135,271$73,962$8,218iApproximate average salary by contribution assumption: employee only about $205,450 at 4% or $136,967 at 6%; with 50% employer match about $136,967 at 4% or $91,311 at 6%; with 100% employer match about $102,725 at 4% or $68,483 at 6%.
201218$63,634$24,402$3,050iApproximate average salary by contribution assumption: employee only about $76,256 at 4% or $50,838 at 6%; with 50% employer match about $50,838 at 4% or $33,892 at 6%; with 100% employer match about $38,128 at 4% or $25,419 at 6%.
Investment Center 401(K) Plan-8$63,634$24,402$3,050iApproximate average salary by contribution assumption: employee only about $76,256 at 4% or $50,838 at 6%; with 50% employer match about $50,838 at 4% or $33,892 at 6%; with 100% employer match about $38,128 at 4% or $25,419 at 6%.
201118$225,872$32,215$4,027iApproximate average salary by contribution assumption: employee only about $100,672 at 4% or $67,115 at 6%; with 50% employer match about $67,115 at 4% or $44,743 at 6%; with 100% employer match about $50,336 at 4% or $33,557 at 6%.
Investment Center 401(K) Plan-8$225,872$32,215$4,027iApproximate average salary by contribution assumption: employee only about $100,672 at 4% or $67,115 at 6%; with 50% employer match about $67,115 at 4% or $44,743 at 6%; with 100% employer match about $50,336 at 4% or $33,557 at 6%.
201018$423,583$51,359$6,420iApproximate average salary by contribution assumption: employee only about $160,497 at 4% or $106,998 at 6%; with 50% employer match about $106,998 at 4% or $71,332 at 6%; with 100% employer match about $80,248 at 4% or $53,499 at 6%.
Investment Center 401(K) Plan-8$423,583$51,359$6,420iApproximate average salary by contribution assumption: employee only about $160,497 at 4% or $106,998 at 6%; with 50% employer match about $106,998 at 4% or $71,332 at 6%; with 100% employer match about $80,248 at 4% or $53,499 at 6%.
200916$311,171$44,337$7,390iApproximate average salary by contribution assumption: employee only about $184,738 at 4% or $123,158 at 6%; with 50% employer match about $123,158 at 4% or $82,106 at 6%; with 100% employer match about $92,369 at 4% or $61,579 at 6%.
Investment Center 401(K) Plan-6$311,171$44,337$7,390iApproximate average salary by contribution assumption: employee only about $184,738 at 4% or $123,158 at 6%; with 50% employer match about $123,158 at 4% or $82,106 at 6%; with 100% employer match about $92,369 at 4% or $61,579 at 6%.
200815$190,556$39,584$7,917iApproximate average salary by contribution assumption: employee only about $197,920 at 4% or $131,947 at 6%; with 50% employer match about $131,947 at 4% or $87,964 at 6%; with 100% employer match about $98,960 at 4% or $65,973 at 6%.
Investment Center 401(K) Plan-5$190,556$39,584$7,917iApproximate average salary by contribution assumption: employee only about $197,920 at 4% or $131,947 at 6%; with 50% employer match about $131,947 at 4% or $87,964 at 6%; with 100% employer match about $98,960 at 4% or $65,973 at 6%.
200716$295,597$38,138$6,356iApproximate average salary by contribution assumption: employee only about $158,908 at 4% or $105,939 at 6%; with 50% employer match about $105,939 at 4% or $70,626 at 6%; with 100% employer match about $79,454 at 4% or $52,969 at 6%.
Investment Center 401(K) Plan-6$295,597$38,138$6,356iApproximate average salary by contribution assumption: employee only about $158,908 at 4% or $105,939 at 6%; with 50% employer match about $105,939 at 4% or $70,626 at 6%; with 100% employer match about $79,454 at 4% or $52,969 at 6%.
200615$221,571$32,294$6,459iApproximate average salary by contribution assumption: employee only about $161,470 at 4% or $107,647 at 6%; with 50% employer match about $107,647 at 4% or $71,764 at 6%; with 100% employer match about $80,735 at 4% or $53,823 at 6%.
Investment Center 401(K) Plan-5$221,571$32,294$6,459iApproximate average salary by contribution assumption: employee only about $161,470 at 4% or $107,647 at 6%; with 50% employer match about $107,647 at 4% or $71,764 at 6%; with 100% employer match about $80,735 at 4% or $53,823 at 6%.
200514$0$0-
Investment Center 401(K) Plan-4---
200415$116,344$30,863$6,173iApproximate average salary by contribution assumption: employee only about $154,315 at 4% or $102,877 at 6%; with 50% employer match about $102,877 at 4% or $68,584 at 6%; with 100% employer match about $77,158 at 4% or $51,438 at 6%.
Investment Center 401(K) Plan-5$116,344$30,863$6,173iApproximate average salary by contribution assumption: employee only about $154,315 at 4% or $102,877 at 6%; with 50% employer match about $102,877 at 4% or $68,584 at 6%; with 100% employer match about $77,158 at 4% or $51,438 at 6%.
200313$72,276$26,499$8,833iApproximate average salary by contribution assumption: employee only about $220,825 at 4% or $147,217 at 6%; with 50% employer match about $147,217 at 4% or $98,144 at 6%; with 100% employer match about $110,413 at 4% or $73,608 at 6%.
Investment Center 401(K) Plan-3$72,276$26,499$8,833iApproximate average salary by contribution assumption: employee only about $220,825 at 4% or $147,217 at 6%; with 50% employer match about $147,217 at 4% or $98,144 at 6%; with 100% employer match about $110,413 at 4% or $73,608 at 6%.
200223$36,507$20,986$6,995iApproximate average salary by contribution assumption: employee only about $174,883 at 4% or $116,589 at 6%; with 50% employer match about $116,589 at 4% or $77,726 at 6%; with 100% employer match about $87,442 at 4% or $58,294 at 6%.
Investment Center 401(K) Plan-3$36,507$20,986$6,995iApproximate average salary by contribution assumption: employee only about $174,883 at 4% or $116,589 at 6%; with 50% employer match about $116,589 at 4% or $77,726 at 6%; with 100% employer match about $87,442 at 4% or $58,294 at 6%.
JEFFRY J FRUCHTENICHT CFP EMPLOYEES MONEY PURCHASE PLAN AND TRUST-0---
200122$0$0-
JEFFRY J FRUCHTENICHT CFP EMPLOYEES MONEY PURCHASE PLAN AND TRUST-2---
Investment Center 401(K) Plan-2---
200022$41,757$13,100$6,550iApproximate average salary by contribution assumption: employee only about $163,750 at 4% or $109,167 at 6%; with 50% employer match about $109,167 at 4% or $72,778 at 6%; with 100% employer match about $81,875 at 4% or $54,583 at 6%.
Investment Center 401(K) Plan-2$22,456$6,800$3,400iApproximate average salary by contribution assumption: employee only about $85,000 at 4% or $56,667 at 6%; with 50% employer match about $56,667 at 4% or $37,778 at 6%; with 100% employer match about $42,500 at 4% or $28,333 at 6%.
JEFFRY J FRUCHTENICHT CFP EMPLOYEES MONEY PURCHASE PLAN AND TRUST-2$19,301$6,300$3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%.