Civic Intelligence

Iwm Partners Inc.

Plan context: Iwm Partners 401(K) Plan

EIN 45-4141427 • Irvine, CA • 11 filings • 1 plans

3 Park Plaza, Suite 1490Irvine, CA 92614
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,169,343

2024 Contributions

$72,282

Historical Graphs

Total Assets Over Time

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

$1,169,343$584,672$0201420192024YearValue
$1,169,343Latest year 2024

Participants Over Time

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

950201420192024YearValue
8Latest 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
202418$1,169,343$72,282$9,035iApproximate average salary by contribution assumption: employee only about $225,881 at 4% or $150,588 at 6%; with 50% employer match about $150,588 at 4% or $100,392 at 6%; with 100% employer match about $112,941 at 4% or $75,294 at 6%.
Iwm Partners 401(K) Plan-8$1,169,343$72,282$9,035iApproximate average salary by contribution assumption: employee only about $225,881 at 4% or $150,588 at 6%; with 50% employer match about $150,588 at 4% or $100,392 at 6%; with 100% employer match about $112,941 at 4% or $75,294 at 6%.
202318$927,229$74,260$9,283iApproximate average salary by contribution assumption: employee only about $232,063 at 4% or $154,708 at 6%; with 50% employer match about $154,708 at 4% or $103,139 at 6%; with 100% employer match about $116,031 at 4% or $77,354 at 6%.
Iwm Partners 401(K) Plan-8$927,229$74,260$9,283iApproximate average salary by contribution assumption: employee only about $232,063 at 4% or $154,708 at 6%; with 50% employer match about $154,708 at 4% or $103,139 at 6%; with 100% employer match about $116,031 at 4% or $77,354 at 6%.
202219$713,360$67,575$7,508iApproximate average salary by contribution assumption: employee only about $187,708 at 4% or $125,139 at 6%; with 50% employer match about $125,139 at 4% or $83,426 at 6%; with 100% employer match about $93,854 at 4% or $62,569 at 6%.
Iwm Partners 401(K) Plan-9$713,360$67,575$7,508iApproximate average salary by contribution assumption: employee only about $187,708 at 4% or $125,139 at 6%; with 50% employer match about $125,139 at 4% or $83,426 at 6%; with 100% employer match about $93,854 at 4% or $62,569 at 6%.
202114$804,834$37,302$9,326iApproximate average salary by contribution assumption: employee only about $233,138 at 4% or $155,425 at 6%; with 50% employer match about $155,425 at 4% or $103,617 at 6%; with 100% employer match about $116,569 at 4% or $77,713 at 6%.
Iwm Partners 401(K) Plan-4$804,834$37,302$9,326iApproximate average salary by contribution assumption: employee only about $233,138 at 4% or $155,425 at 6%; with 50% employer match about $155,425 at 4% or $103,617 at 6%; with 100% employer match about $116,569 at 4% or $77,713 at 6%.
202018$633,250$13,398$1,675iApproximate average salary by contribution assumption: employee only about $41,869 at 4% or $27,913 at 6%; with 50% employer match about $27,913 at 4% or $18,608 at 6%; with 100% employer match about $20,934 at 4% or $13,956 at 6%.
Iwm Partners 401(K) Plan-8$633,250$13,398$1,675iApproximate average salary by contribution assumption: employee only about $41,869 at 4% or $27,913 at 6%; with 50% employer match about $27,913 at 4% or $18,608 at 6%; with 100% employer match about $20,934 at 4% or $13,956 at 6%.
201918$522,062$64,569$8,071iApproximate average salary by contribution assumption: employee only about $201,778 at 4% or $134,519 at 6%; with 50% employer match about $134,519 at 4% or $89,679 at 6%; with 100% employer match about $100,889 at 4% or $67,259 at 6%.
Iwm Partners 401(K) Plan-8$522,062$64,569$8,071iApproximate average salary by contribution assumption: employee only about $201,778 at 4% or $134,519 at 6%; with 50% employer match about $134,519 at 4% or $89,679 at 6%; with 100% employer match about $100,889 at 4% or $67,259 at 6%.
201817$360,140$102,767$14,681iApproximate average salary by contribution assumption: employee only about $367,025 at 4% or $244,683 at 6%; with 50% employer match about $244,683 at 4% or $163,122 at 6%; with 100% employer match about $183,513 at 4% or $122,342 at 6%.
Iwm Partners 401(K) Plan-7$360,140$102,767$14,681iApproximate average salary by contribution assumption: employee only about $367,025 at 4% or $244,683 at 6%; with 50% employer match about $244,683 at 4% or $163,122 at 6%; with 100% employer match about $183,513 at 4% or $122,342 at 6%.
201717$291,878$93,245$13,321iApproximate average salary by contribution assumption: employee only about $333,018 at 4% or $222,012 at 6%; with 50% employer match about $222,012 at 4% or $148,008 at 6%; with 100% employer match about $166,509 at 4% or $111,006 at 6%.
Iwm Partners 401(K) Plan-7$291,878$93,245$13,321iApproximate average salary by contribution assumption: employee only about $333,018 at 4% or $222,012 at 6%; with 50% employer match about $222,012 at 4% or $148,008 at 6%; with 100% employer match about $166,509 at 4% or $111,006 at 6%.
201616$156,419$69,409$11,568iApproximate average salary by contribution assumption: employee only about $289,204 at 4% or $192,803 at 6%; with 50% employer match about $192,803 at 4% or $128,535 at 6%; with 100% employer match about $144,602 at 4% or $96,401 at 6%.
Iwm Partners 401(K) Plan-6$156,419$69,409$11,568iApproximate average salary by contribution assumption: employee only about $289,204 at 4% or $192,803 at 6%; with 50% employer match about $192,803 at 4% or $128,535 at 6%; with 100% employer match about $144,602 at 4% or $96,401 at 6%.
201514$75,743$48,206$12,052iApproximate average salary by contribution assumption: employee only about $301,288 at 4% or $200,858 at 6%; with 50% employer match about $200,858 at 4% or $133,906 at 6%; with 100% employer match about $150,644 at 4% or $100,429 at 6%.
Iwm Partners 401(K) Plan-4$75,743$48,206$12,052iApproximate average salary by contribution assumption: employee only about $301,288 at 4% or $200,858 at 6%; with 50% employer match about $200,858 at 4% or $133,906 at 6%; with 100% employer match about $150,644 at 4% or $100,429 at 6%.
201413$32,602$31,193$10,398iApproximate average salary by contribution assumption: employee only about $259,942 at 4% or $173,294 at 6%; with 50% employer match about $173,294 at 4% or $115,530 at 6%; with 100% employer match about $129,971 at 4% or $86,647 at 6%.
Iwm Partners 401(K) Plan-3$32,602$31,193$10,398iApproximate average salary by contribution assumption: employee only about $259,942 at 4% or $173,294 at 6%; with 50% employer match about $173,294 at 4% or $115,530 at 6%; with 100% employer match about $129,971 at 4% or $86,647 at 6%.