Civic Intelligence

Infoverity U.S. Inc.

Plan context: Infoverity Retirement Trust

EIN 45-2428631 • Dublin, OH • 22 filings • 4 plans

5131 Post RoadSuite 220Dublin, OH 43017
Current Snapshot

Latest Year

2024

2024 Participants

185

2024 Assets

$19,954,190

2024 Contributions

$3,087,316

Historical Graphs

Total Assets Over Time

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

$55,167,914$27,583,957$0201120182024YearValue
$19,954,190Latest year 2024

Participants Over Time

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

185930201120182024YearValue
185Latest 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
20242185$19,954,190$3,087,316$16,688iApproximate average salary by contribution assumption: employee only about $417,205 at 4% or $278,137 at 6%; with 50% employer match about $278,137 at 4% or $185,424 at 6%; with 100% employer match about $208,602 at 4% or $139,068 at 6%.
Infoverity Retirement Trust-185$19,954,190$3,087,316$16,688iApproximate average salary by contribution assumption: employee only about $417,205 at 4% or $278,137 at 6%; with 50% employer match about $278,137 at 4% or $185,424 at 6%; with 100% employer match about $208,602 at 4% or $139,068 at 6%.
Infoverity U.S. Inc. Employee Benefit Plan-146---
20232181$15,193,567$2,811,927$15,536iApproximate average salary by contribution assumption: employee only about $388,388 at 4% or $258,925 at 6%; with 50% employer match about $258,925 at 4% or $172,617 at 6%; with 100% employer match about $194,194 at 4% or $129,463 at 6%.
Infoverity Retirement Trust-181$15,193,567$2,811,927$15,536iApproximate average salary by contribution assumption: employee only about $388,388 at 4% or $258,925 at 6%; with 50% employer match about $258,925 at 4% or $172,617 at 6%; with 100% employer match about $194,194 at 4% or $129,463 at 6%.
Infoverity U.S. Inc. Employee Benefit Plan-173---
20223176$55,167,914$4,351,775$24,726iApproximate average salary by contribution assumption: employee only about $618,150 at 4% or $412,100 at 6%; with 50% employer match about $412,100 at 4% or $274,733 at 6%; with 100% employer match about $309,075 at 4% or $206,050 at 6%.
Infoverity Inc. Employee Stock Ownership Plan-112$44,547,331$2,001,039$17,866iApproximate average salary by contribution assumption: employee only about $446,660 at 4% or $297,774 at 6%; with 50% employer match about $297,774 at 4% or $198,516 at 6%; with 100% employer match about $223,330 at 4% or $148,887 at 6%.
Infoverity Retirement Trust-176$10,620,583$2,350,736$13,356iApproximate average salary by contribution assumption: employee only about $333,911 at 4% or $222,608 at 6%; with 50% employer match about $222,608 at 4% or $148,405 at 6%; with 100% employer match about $166,956 at 4% or $111,304 at 6%.
Infoverity U.S. Inc. Employee Benefit Plan-155---
20212129$35,446,123$3,497,820$27,115iApproximate average salary by contribution assumption: employee only about $677,872 at 4% or $451,915 at 6%; with 50% employer match about $451,915 at 4% or $301,276 at 6%; with 100% employer match about $338,936 at 4% or $225,957 at 6%.
Infoverity Inc. Employee Stock Ownership Plan-80$24,917,665$1,883,003$23,538iApproximate average salary by contribution assumption: employee only about $588,438 at 4% or $392,292 at 6%; with 50% employer match about $392,292 at 4% or $261,528 at 6%; with 100% employer match about $294,219 at 4% or $196,146 at 6%.
Infoverity Retirement Trust-129$10,528,458$1,614,817$12,518iApproximate average salary by contribution assumption: employee only about $312,949 at 4% or $208,633 at 6%; with 50% employer match about $208,633 at 4% or $139,088 at 6%; with 100% employer match about $156,475 at 4% or $104,316 at 6%.
20202108$20,110,196$4,306,693$39,877iApproximate average salary by contribution assumption: employee only about $996,920 at 4% or $664,613 at 6%; with 50% employer match about $664,613 at 4% or $443,075 at 6%; with 100% employer match about $498,460 at 4% or $332,307 at 6%.
Infoverity Inc. Employee Stock Ownership Plan-71$12,302,641$1,747,174$24,608iApproximate average salary by contribution assumption: employee only about $615,202 at 4% or $410,135 at 6%; with 50% employer match about $410,135 at 4% or $273,423 at 6%; with 100% employer match about $307,601 at 4% or $205,067 at 6%.
Infoverity Retirement Trust-108$7,807,555$2,559,519$23,699iApproximate average salary by contribution assumption: employee only about $592,481 at 4% or $394,988 at 6%; with 50% employer match about $394,988 at 4% or $263,325 at 6%; with 100% employer match about $296,241 at 4% or $197,494 at 6%.
2019290$12,144,275$2,957,083$32,856iApproximate average salary by contribution assumption: employee only about $821,412 at 4% or $547,608 at 6%; with 50% employer match about $547,608 at 4% or $365,072 at 6%; with 100% employer match about $410,706 at 4% or $273,804 at 6%.
Infoverity Inc. Employee Stock Ownership Plan-86$6,664,000$1,732,999$20,151iApproximate average salary by contribution assumption: employee only about $503,779 at 4% or $335,853 at 6%; with 50% employer match about $335,853 at 4% or $223,902 at 6%; with 100% employer match about $251,889 at 4% or $167,926 at 6%.
Infoverity Retirement Trust-90$5,480,275$1,224,084$13,601iApproximate average salary by contribution assumption: employee only about $340,023 at 4% or $226,682 at 6%; with 50% employer match about $226,682 at 4% or $151,121 at 6%; with 100% employer match about $170,012 at 4% or $113,341 at 6%.
2018272$4,247,228$3,151,730$43,774iApproximate average salary by contribution assumption: employee only about $1,094,351 at 4% or $729,567 at 6%; with 50% employer match about $729,567 at 4% or $486,378 at 6%; with 100% employer match about $547,175 at 4% or $364,784 at 6%.
Infoverity Retirement Trust-72$3,495,228$1,163,096$16,154iApproximate average salary by contribution assumption: employee only about $403,853 at 4% or $269,235 at 6%; with 50% employer match about $269,235 at 4% or $179,490 at 6%; with 100% employer match about $201,926 at 4% or $134,618 at 6%.
Infoverity Inc. Employee Stock Ownership Plan-48$752,000$1,988,634$41,430iApproximate average salary by contribution assumption: employee only about $1,035,747 at 4% or $690,498 at 6%; with 50% employer match about $690,498 at 4% or $460,332 at 6%; with 100% employer match about $517,873 at 4% or $345,249 at 6%.
2017152$2,557,155$666,820$12,823iApproximate average salary by contribution assumption: employee only about $320,587 at 4% or $213,724 at 6%; with 50% employer match about $213,724 at 4% or $142,483 at 6%; with 100% employer match about $160,293 at 4% or $106,862 at 6%.
Infoverity Retirement Trust-52$2,557,155$666,820$12,823iApproximate average salary by contribution assumption: employee only about $320,587 at 4% or $213,724 at 6%; with 50% employer match about $213,724 at 4% or $142,483 at 6%; with 100% employer match about $160,293 at 4% or $106,862 at 6%.
2016144$1,596,686$543,433$12,351iApproximate average salary by contribution assumption: employee only about $308,769 at 4% or $205,846 at 6%; with 50% employer match about $205,846 at 4% or $137,231 at 6%; with 100% employer match about $154,384 at 4% or $102,923 at 6%.
Infoverity Retirement Trust-44$1,596,686$543,433$12,351iApproximate average salary by contribution assumption: employee only about $308,769 at 4% or $205,846 at 6%; with 50% employer match about $205,846 at 4% or $137,231 at 6%; with 100% employer match about $154,384 at 4% or $102,923 at 6%.
2015131$1,026,813$372,728$12,023iApproximate average salary by contribution assumption: employee only about $300,587 at 4% or $200,391 at 6%; with 50% employer match about $200,391 at 4% or $133,594 at 6%; with 100% employer match about $150,294 at 4% or $100,196 at 6%.
Infoverity Retirement Trust-31$1,026,813$372,728$12,023iApproximate average salary by contribution assumption: employee only about $300,587 at 4% or $200,391 at 6%; with 50% employer match about $200,391 at 4% or $133,594 at 6%; with 100% employer match about $150,294 at 4% or $100,196 at 6%.
2014124$662,820$291,161$12,132iApproximate average salary by contribution assumption: employee only about $303,293 at 4% or $202,195 at 6%; with 50% employer match about $202,195 at 4% or $134,797 at 6%; with 100% employer match about $151,646 at 4% or $101,098 at 6%.
Infoverity Retirement Trust-24$662,820$291,161$12,132iApproximate average salary by contribution assumption: employee only about $303,293 at 4% or $202,195 at 6%; with 50% employer match about $202,195 at 4% or $134,797 at 6%; with 100% employer match about $151,646 at 4% or $101,098 at 6%.
2013117$376,919$187,644$11,038iApproximate average salary by contribution assumption: employee only about $275,947 at 4% or $183,965 at 6%; with 50% employer match about $183,965 at 4% or $122,643 at 6%; with 100% employer match about $137,974 at 4% or $91,982 at 6%.
Infoverity Retirement Trust-17$376,919$187,644$11,038iApproximate average salary by contribution assumption: employee only about $275,947 at 4% or $183,965 at 6%; with 50% employer match about $183,965 at 4% or $122,643 at 6%; with 100% employer match about $137,974 at 4% or $91,982 at 6%.
2012114$165,456$149,953$10,711iApproximate average salary by contribution assumption: employee only about $267,773 at 4% or $178,515 at 6%; with 50% employer match about $178,515 at 4% or $119,010 at 6%; with 100% employer match about $133,887 at 4% or $89,258 at 6%.
Infoverity Retirement Trust-14$165,456$149,953$10,711iApproximate average salary by contribution assumption: employee only about $267,773 at 4% or $178,515 at 6%; with 50% employer match about $178,515 at 4% or $119,010 at 6%; with 100% employer match about $133,887 at 4% or $89,258 at 6%.
201115$5,563$5,544$1,109iApproximate average salary by contribution assumption: employee only about $27,720 at 4% or $18,480 at 6%; with 50% employer match about $18,480 at 4% or $12,320 at 6%; with 100% employer match about $13,860 at 4% or $9,240 at 6%.
Infoverity Retirement Trust-5$5,563$5,544$1,109iApproximate average salary by contribution assumption: employee only about $27,720 at 4% or $18,480 at 6%; with 50% employer match about $18,480 at 4% or $12,320 at 6%; with 100% employer match about $13,860 at 4% or $9,240 at 6%.