Civic Intelligence

CTMI, LLC

Plan context: INVOKE TAX PARTNERS, LLC 401(K) PLAN

EIN 45-0580021 • Dallas, TX • 9 filings • 3 plans

12221 Merit Dr.Ste 1200Dallas, TX 75251
Current Snapshot

Latest Year

2022

2022 Participants

94

2022 Assets

$5,422,552

2022 Contributions

$391,545

Historical Graphs

Total Assets Over Time

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

$5,422,552$2,711,276$0200720102021YearValue
$5,422,552Latest year 2021

Participants Over Time

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

94470200720102021YearValue
94Latest year 2021

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
202210$0$391,545-
INVOKE TAX PARTNERS, LLC 401(K) PLAN-0$0$391,545-
2021194$5,422,552$351,708$3,742iApproximate average salary by contribution assumption: employee only about $93,539 at 4% or $62,360 at 6%; with 50% employer match about $62,360 at 4% or $41,573 at 6%; with 100% employer match about $46,770 at 4% or $31,180 at 6%.
INVOKE TAX PARTNERS, LLC 401(K) PLAN-94$5,422,552$351,708$3,742iApproximate average salary by contribution assumption: employee only about $93,539 at 4% or $62,360 at 6%; with 50% employer match about $62,360 at 4% or $41,573 at 6%; with 100% employer match about $46,770 at 4% or $31,180 at 6%.
201310$0$199,609-
Ctmi LLC 401(K) Profit Sharing Plan-0$0$199,609-
2012122$737,125$173,428$7,883iApproximate average salary by contribution assumption: employee only about $197,077 at 4% or $131,385 at 6%; with 50% employer match about $131,385 at 4% or $87,590 at 6%; with 100% employer match about $98,539 at 4% or $65,692 at 6%.
Ctmi LLC 401(K) Profit Sharing Plan-22$737,125$173,428$7,883iApproximate average salary by contribution assumption: employee only about $197,077 at 4% or $131,385 at 6%; with 50% employer match about $131,385 at 4% or $87,590 at 6%; with 100% employer match about $98,539 at 4% or $65,692 at 6%.
2011125$669,654$176,916$7,077iApproximate average salary by contribution assumption: employee only about $176,916 at 4% or $117,944 at 6%; with 50% employer match about $117,944 at 4% or $78,629 at 6%; with 100% employer match about $88,458 at 4% or $58,972 at 6%.
Ctmi LLC 401(K) Profit Sharing Plan-25$669,654$176,916$7,077iApproximate average salary by contribution assumption: employee only about $176,916 at 4% or $117,944 at 6%; with 50% employer match about $117,944 at 4% or $78,629 at 6%; with 100% employer match about $88,458 at 4% or $58,972 at 6%.
2010121$568,854$154,046$7,336iApproximate average salary by contribution assumption: employee only about $183,388 at 4% or $122,259 at 6%; with 50% employer match about $122,259 at 4% or $81,506 at 6%; with 100% employer match about $91,694 at 4% or $61,129 at 6%.
Ctmi LLC 401(K) Profit Sharing Plan-21$568,854$154,046$7,336iApproximate average salary by contribution assumption: employee only about $183,388 at 4% or $122,259 at 6%; with 50% employer match about $122,259 at 4% or $81,506 at 6%; with 100% employer match about $91,694 at 4% or $61,129 at 6%.
2009124$439,015$145,848$6,077iApproximate average salary by contribution assumption: employee only about $151,925 at 4% or $101,283 at 6%; with 50% employer match about $101,283 at 4% or $67,522 at 6%; with 100% employer match about $75,963 at 4% or $50,642 at 6%.
Ctmi LLC 401(K) Profit Sharing Plan-24$439,015$145,848$6,077iApproximate average salary by contribution assumption: employee only about $151,925 at 4% or $101,283 at 6%; with 50% employer match about $101,283 at 4% or $67,522 at 6%; with 100% employer match about $75,963 at 4% or $50,642 at 6%.
2008118$367,756$25,414$1,412iApproximate average salary by contribution assumption: employee only about $35,297 at 4% or $23,531 at 6%; with 50% employer match about $23,531 at 4% or $15,688 at 6%; with 100% employer match about $17,649 at 4% or $11,766 at 6%.
Ctmi LLC 401(K) Profit Sharing Plan-18$367,756$25,414$1,412iApproximate average salary by contribution assumption: employee only about $35,297 at 4% or $23,531 at 6%; with 50% employer match about $23,531 at 4% or $15,688 at 6%; with 100% employer match about $17,649 at 4% or $11,766 at 6%.
2007120$532,816$30,295$1,515iApproximate average salary by contribution assumption: employee only about $37,869 at 4% or $25,246 at 6%; with 50% employer match about $25,246 at 4% or $16,831 at 6%; with 100% employer match about $18,934 at 4% or $12,623 at 6%.
Ctmi LLC 401(K) Profit Sharing Plan-20$532,816$30,295$1,515iApproximate average salary by contribution assumption: employee only about $37,869 at 4% or $25,246 at 6%; with 50% employer match about $25,246 at 4% or $16,831 at 6%; with 100% employer match about $18,934 at 4% or $12,623 at 6%.