Civic Intelligence

Institute 4 Priority Thinking

Plan context: Institute for Priority Thinking 401K Profit Sharing Plan &Trust

EIN 43-2029825 • Canandaigua, NY • 30 filings • 9 plans

151 Howell StreetCanandaigua, NY 14424
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,345,112

2024 Contributions

$274,354

Historical Graphs

Total Assets Over Time

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

$2,345,112$1,172,556$0200420152024YearValue
$2,345,112Latest year 2024

Participants Over Time

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

1160200420152024YearValue
4Latest 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
202424$2,345,112$274,354$68,589iApproximate average salary by contribution assumption: employee only about $1,714,713 at 4% or $1,143,142 at 6%; with 50% employer match about $1,143,142 at 4% or $762,094 at 6%; with 100% employer match about $857,356 at 4% or $571,571 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-4$1,602,974$124,354$31,089iApproximate average salary by contribution assumption: employee only about $777,213 at 4% or $518,142 at 6%; with 50% employer match about $518,142 at 4% or $345,428 at 6%; with 100% employer match about $388,606 at 4% or $259,071 at 6%.
INSTITUTE 4 PRIORITY THINKING, LLC CASH BALANCE PLAN-4$742,138$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
202326$2,056,879$181,394$30,232iApproximate average salary by contribution assumption: employee only about $755,808 at 4% or $503,872 at 6%; with 50% employer match about $503,872 at 4% or $335,915 at 6%; with 100% employer match about $377,904 at 4% or $251,936 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-6$1,490,622$42,417$7,070iApproximate average salary by contribution assumption: employee only about $176,738 at 4% or $117,825 at 6%; with 50% employer match about $117,825 at 4% or $78,550 at 6%; with 100% employer match about $88,369 at 4% or $58,913 at 6%.
INSTITUTE 4 PRIORITY THINKING, LLC CASH BALANCE PLAN-4$566,257$138,977$34,744iApproximate average salary by contribution assumption: employee only about $868,606 at 4% or $579,071 at 6%; with 50% employer match about $579,071 at 4% or $386,047 at 6%; with 100% employer match about $434,303 at 4% or $289,535 at 6%.
202226$1,765,330$181,243$30,207iApproximate average salary by contribution assumption: employee only about $755,179 at 4% or $503,453 at 6%; with 50% employer match about $503,453 at 4% or $335,635 at 6%; with 100% employer match about $377,590 at 4% or $251,726 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-6$1,354,343$108,889$18,148iApproximate average salary by contribution assumption: employee only about $453,704 at 4% or $302,469 at 6%; with 50% employer match about $302,469 at 4% or $201,646 at 6%; with 100% employer match about $226,852 at 4% or $151,235 at 6%.
INSTITUTE 4 PRIORITY THINKING, LLC CASH BALANCE PLAN-4$410,987$72,354$18,089iApproximate average salary by contribution assumption: employee only about $452,213 at 4% or $301,475 at 6%; with 50% employer match about $301,475 at 4% or $200,983 at 6%; with 100% employer match about $226,106 at 4% or $150,738 at 6%.
202127$1,621,093$180,750$25,821iApproximate average salary by contribution assumption: employee only about $645,536 at 4% or $430,357 at 6%; with 50% employer match about $430,357 at 4% or $286,905 at 6%; with 100% employer match about $322,768 at 4% or $215,179 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-7$1,286,682$108,523$15,503iApproximate average salary by contribution assumption: employee only about $387,582 at 4% or $258,388 at 6%; with 50% employer match about $258,388 at 4% or $172,259 at 6%; with 100% employer match about $193,791 at 4% or $129,194 at 6%.
INSTITUTE 4 PRIORITY THINKING, LLC CASH BALANCE PLAN-4$334,411$72,227$18,057iApproximate average salary by contribution assumption: employee only about $451,419 at 4% or $300,946 at 6%; with 50% employer match about $300,946 at 4% or $200,631 at 6%; with 100% employer match about $225,709 at 4% or $150,473 at 6%.
202027$1,420,715$171,018$24,431iApproximate average salary by contribution assumption: employee only about $610,779 at 4% or $407,186 at 6%; with 50% employer match about $407,186 at 4% or $271,457 at 6%; with 100% employer match about $305,389 at 4% or $203,593 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-7$1,158,553$111,406$15,915iApproximate average salary by contribution assumption: employee only about $397,879 at 4% or $265,252 at 6%; with 50% employer match about $265,252 at 4% or $176,835 at 6%; with 100% employer match about $198,939 at 4% or $132,626 at 6%.
INSTITUTE 4 PRIORITY THINKING, LLC CASH BALANCE PLAN-5$262,162$59,612$11,922iApproximate average salary by contribution assumption: employee only about $298,060 at 4% or $198,707 at 6%; with 50% employer match about $198,707 at 4% or $132,471 at 6%; with 100% employer match about $149,030 at 4% or $99,353 at 6%.
201927$1,229,480$160,704$22,958iApproximate average salary by contribution assumption: employee only about $573,943 at 4% or $382,629 at 6%; with 50% employer match about $382,629 at 4% or $255,086 at 6%; with 100% employer match about $286,971 at 4% or $191,314 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-7$1,024,750$104,365$14,909iApproximate average salary by contribution assumption: employee only about $372,732 at 4% or $248,488 at 6%; with 50% employer match about $248,488 at 4% or $165,659 at 6%; with 100% employer match about $186,366 at 4% or $124,244 at 6%.
INSTITUTE 4 PRIORITY THINKING, LLC CASH BALANCE PLAN-5$204,730$56,339$11,268iApproximate average salary by contribution assumption: employee only about $281,695 at 4% or $187,797 at 6%; with 50% employer match about $187,797 at 4% or $125,198 at 6%; with 100% employer match about $140,848 at 4% or $93,898 at 6%.
2018211$1,017,284$33,245$3,022iApproximate average salary by contribution assumption: employee only about $75,557 at 4% or $50,371 at 6%; with 50% employer match about $50,371 at 4% or $33,581 at 6%; with 100% employer match about $37,778 at 4% or $25,186 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-11$882,473$15,111$1,374iApproximate average salary by contribution assumption: employee only about $34,343 at 4% or $22,895 at 6%; with 50% employer match about $22,895 at 4% or $15,264 at 6%; with 100% employer match about $17,172 at 4% or $11,448 at 6%.
INSTITUTE 4 PRIORITY THINKING, LLC CASH BALANCE PLAN-7$134,811$18,134$2,591iApproximate average salary by contribution assumption: employee only about $64,764 at 4% or $43,176 at 6%; with 50% employer match about $43,176 at 4% or $28,784 at 6%; with 100% employer match about $32,382 at 4% or $21,588 at 6%.
2017211$1,128,354$171,785$15,617iApproximate average salary by contribution assumption: employee only about $390,420 at 4% or $260,280 at 6%; with 50% employer match about $260,280 at 4% or $173,520 at 6%; with 100% employer match about $195,210 at 4% or $130,140 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-11$1,007,180$116,323$10,575iApproximate average salary by contribution assumption: employee only about $264,370 at 4% or $176,247 at 6%; with 50% employer match about $176,247 at 4% or $117,498 at 6%; with 100% employer match about $132,185 at 4% or $88,123 at 6%.
INSTITUTE 4 PRIORITY THINKING, LLC CASH BALANCE PLAN-6$121,174$55,462$9,244iApproximate average salary by contribution assumption: employee only about $231,092 at 4% or $154,061 at 6%; with 50% employer match about $154,061 at 4% or $102,707 at 6%; with 100% employer match about $115,546 at 4% or $77,031 at 6%.
2016210$908,779$196,051$19,605iApproximate average salary by contribution assumption: employee only about $490,127 at 4% or $326,752 at 6%; with 50% employer match about $326,752 at 4% or $217,834 at 6%; with 100% employer match about $245,064 at 4% or $163,376 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-10$844,292$131,564$13,156iApproximate average salary by contribution assumption: employee only about $328,910 at 4% or $219,273 at 6%; with 50% employer match about $219,273 at 4% or $146,182 at 6%; with 100% employer match about $164,455 at 4% or $109,637 at 6%.
INSTITUTE 4 PRIORITY THINKING, LLC CASH BALANCE PLAN-6$64,487$64,487$10,748iApproximate average salary by contribution assumption: employee only about $268,696 at 4% or $179,131 at 6%; with 50% employer match about $179,131 at 4% or $119,420 at 6%; with 100% employer match about $134,348 at 4% or $89,565 at 6%.
201517$703,844$80,607$11,515iApproximate average salary by contribution assumption: employee only about $287,882 at 4% or $191,921 at 6%; with 50% employer match about $191,921 at 4% or $127,948 at 6%; with 100% employer match about $143,941 at 4% or $95,961 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-7$703,844$80,607$11,515iApproximate average salary by contribution assumption: employee only about $287,882 at 4% or $191,921 at 6%; with 50% employer match about $191,921 at 4% or $127,948 at 6%; with 100% employer match about $143,941 at 4% or $95,961 at 6%.
201414$620,223$35,531$8,883iApproximate average salary by contribution assumption: employee only about $222,069 at 4% or $148,046 at 6%; with 50% employer match about $148,046 at 4% or $98,697 at 6%; with 100% employer match about $111,034 at 4% or $74,023 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-4$620,223$35,531$8,883iApproximate average salary by contribution assumption: employee only about $222,069 at 4% or $148,046 at 6%; with 50% employer match about $148,046 at 4% or $98,697 at 6%; with 100% employer match about $111,034 at 4% or $74,023 at 6%.
201315$564,980$21,007$4,201iApproximate average salary by contribution assumption: employee only about $105,035 at 4% or $70,023 at 6%; with 50% employer match about $70,023 at 4% or $46,682 at 6%; with 100% employer match about $52,517 at 4% or $35,012 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-5$564,980$21,007$4,201iApproximate average salary by contribution assumption: employee only about $105,035 at 4% or $70,023 at 6%; with 50% employer match about $70,023 at 4% or $46,682 at 6%; with 100% employer match about $52,517 at 4% or $35,012 at 6%.
201216$553,252$46,200$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-6$553,252$46,200$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
201114$488,483$97,648$24,412iApproximate average salary by contribution assumption: employee only about $610,300 at 4% or $406,867 at 6%; with 50% employer match about $406,867 at 4% or $271,244 at 6%; with 100% employer match about $305,150 at 4% or $203,433 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-4$488,483$97,648$24,412iApproximate average salary by contribution assumption: employee only about $610,300 at 4% or $406,867 at 6%; with 50% employer match about $406,867 at 4% or $271,244 at 6%; with 100% employer match about $305,150 at 4% or $203,433 at 6%.
201027$695,987$145,033$20,719iApproximate average salary by contribution assumption: employee only about $517,975 at 4% or $345,317 at 6%; with 50% employer match about $345,317 at 4% or $230,211 at 6%; with 100% employer match about $258,988 at 4% or $172,658 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-6$382,545$57,572$9,595iApproximate average salary by contribution assumption: employee only about $239,883 at 4% or $159,922 at 6%; with 50% employer match about $159,922 at 4% or $106,615 at 6%; with 100% employer match about $119,942 at 4% or $79,961 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-7$313,442$87,461$12,494iApproximate average salary by contribution assumption: employee only about $312,361 at 4% or $208,240 at 6%; with 50% employer match about $208,240 at 4% or $138,827 at 6%; with 100% employer match about $156,180 at 4% or $104,120 at 6%.
200916$330,685$20,980$3,497iApproximate average salary by contribution assumption: employee only about $87,417 at 4% or $58,278 at 6%; with 50% employer match about $58,278 at 4% or $38,852 at 6%; with 100% employer match about $43,708 at 4% or $29,139 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-6$330,685$20,980$3,497iApproximate average salary by contribution assumption: employee only about $87,417 at 4% or $58,278 at 6%; with 50% employer match about $58,278 at 4% or $38,852 at 6%; with 100% employer match about $43,708 at 4% or $29,139 at 6%.
200717$219,479$85,938$12,277iApproximate average salary by contribution assumption: employee only about $306,921 at 4% or $204,614 at 6%; with 50% employer match about $204,614 at 4% or $136,410 at 6%; with 100% employer match about $153,461 at 4% or $102,307 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-7$219,479$85,938$12,277iApproximate average salary by contribution assumption: employee only about $306,921 at 4% or $204,614 at 6%; with 50% employer match about $204,614 at 4% or $136,410 at 6%; with 100% employer match about $153,461 at 4% or $102,307 at 6%.
200615$124,798$0-
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-5$124,798--
200516$140,972$59,024$9,837iApproximate average salary by contribution assumption: employee only about $245,933 at 4% or $163,956 at 6%; with 50% employer match about $163,956 at 4% or $109,304 at 6%; with 100% employer match about $122,967 at 4% or $81,978 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-6$140,972$59,024$9,837iApproximate average salary by contribution assumption: employee only about $245,933 at 4% or $163,956 at 6%; with 50% employer match about $163,956 at 4% or $109,304 at 6%; with 100% employer match about $122,967 at 4% or $81,978 at 6%.
200416$80,069$65,428$10,905iApproximate average salary by contribution assumption: employee only about $272,617 at 4% or $181,744 at 6%; with 50% employer match about $181,744 at 4% or $121,163 at 6%; with 100% employer match about $136,308 at 4% or $90,872 at 6%.
Institute for Priority Thinking 401K Profit Sharing Plan &Trust-6$80,069$65,428$10,905iApproximate average salary by contribution assumption: employee only about $272,617 at 4% or $181,744 at 6%; with 50% employer match about $181,744 at 4% or $121,163 at 6%; with 100% employer match about $136,308 at 4% or $90,872 at 6%.