INNOVATIVE ADVOCATE GROUP, INC.
Plan context: INNOVATIVE ADVOCATE GROUP 401(K) PROFIT SHARING PLAN & TRUST
EIN 47-1193562 • Red Bank, NJ • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
23
2025 Assets
$1,740,413
2025 Contributions
$79,554
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 23 | $1,740,413 | $79,554 | $3,459iApproximate average salary by contribution assumption: employee only about $86,472 at 4% or $57,648 at 6%; with 50% employer match about $57,648 at 4% or $38,432 at 6%; with 100% employer match about $43,236 at 4% or $28,824 at 6%. |
| INNOVATIVE ADVOCATE GROUP 401(K) PROFIT SHARING PLAN & TRUST | - | 23 | $1,740,413 | $79,554 | $3,459iApproximate average salary by contribution assumption: employee only about $86,472 at 4% or $57,648 at 6%; with 50% employer match about $57,648 at 4% or $38,432 at 6%; with 100% employer match about $43,236 at 4% or $28,824 at 6%. |
| 2024 | 1 | 24 | $1,425,695 | $134,850 | $5,619iApproximate average salary by contribution assumption: employee only about $140,469 at 4% or $93,646 at 6%; with 50% employer match about $93,646 at 4% or $62,431 at 6%; with 100% employer match about $70,234 at 4% or $46,823 at 6%. |
| INNOVATIVE ADVOCATE GROUP 401(K) PROFIT SHARING PLAN & TRUST | - | 24 | $1,425,695 | $134,850 | $5,619iApproximate average salary by contribution assumption: employee only about $140,469 at 4% or $93,646 at 6%; with 50% employer match about $93,646 at 4% or $62,431 at 6%; with 100% employer match about $70,234 at 4% or $46,823 at 6%. |
| 2023 | 1 | 22 | $1,402,943 | $213,592 | $9,709iApproximate average salary by contribution assumption: employee only about $242,718 at 4% or $161,812 at 6%; with 50% employer match about $161,812 at 4% or $107,875 at 6%; with 100% employer match about $121,359 at 4% or $80,906 at 6%. |
| INNOVATIVE ADVOCATE GROUP 401(K) PROFIT SHARING PLAN & TRUST | - | 22 | $1,402,943 | $213,592 | $9,709iApproximate average salary by contribution assumption: employee only about $242,718 at 4% or $161,812 at 6%; with 50% employer match about $161,812 at 4% or $107,875 at 6%; with 100% employer match about $121,359 at 4% or $80,906 at 6%. |
| 2022 | 1 | 0 | $0 | $286,435 | - |
| INNOVATIVE ADVOCATE GROUP 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $286,435 | - |
| 2021 | 1 | 24 | $1,884,223 | $343,084 | $14,295iApproximate average salary by contribution assumption: employee only about $357,379 at 4% or $238,253 at 6%; with 50% employer match about $238,253 at 4% or $158,835 at 6%; with 100% employer match about $178,690 at 4% or $119,126 at 6%. |
| INNOVATIVE ADVOCATE GROUP 401(K) PROFIT SHARING PLAN & TRUST | - | 24 | $1,884,223 | $343,084 | $14,295iApproximate average salary by contribution assumption: employee only about $357,379 at 4% or $238,253 at 6%; with 50% employer match about $238,253 at 4% or $158,835 at 6%; with 100% employer match about $178,690 at 4% or $119,126 at 6%. |
| 2020 | 1 | 27 | $1,377,576 | $285,856 | $10,587iApproximate average salary by contribution assumption: employee only about $264,681 at 4% or $176,454 at 6%; with 50% employer match about $176,454 at 4% or $117,636 at 6%; with 100% employer match about $132,341 at 4% or $88,227 at 6%. |
| INNOVATIVE ADVOCATE GROUP 401(K) PROFIT SHARING PLAN & TRUST | - | 27 | $1,377,576 | $285,856 | $10,587iApproximate average salary by contribution assumption: employee only about $264,681 at 4% or $176,454 at 6%; with 50% employer match about $176,454 at 4% or $117,636 at 6%; with 100% employer match about $132,341 at 4% or $88,227 at 6%. |
| 2019 | 1 | 13 | $974,413 | $274,990 | $21,153iApproximate average salary by contribution assumption: employee only about $528,827 at 4% or $352,551 at 6%; with 50% employer match about $352,551 at 4% or $235,034 at 6%; with 100% employer match about $264,413 at 4% or $176,276 at 6%. |
| INNOVATIVE ADVOCATE GROUP 401(K) PROFIT SHARING PLAN & TRUST | - | 13 | $974,413 | $274,990 | $21,153iApproximate average salary by contribution assumption: employee only about $528,827 at 4% or $352,551 at 6%; with 50% employer match about $352,551 at 4% or $235,034 at 6%; with 100% employer match about $264,413 at 4% or $176,276 at 6%. |
| 2018 | 1 | 39 | $558,831 | $232,836 | $5,970iApproximate average salary by contribution assumption: employee only about $149,254 at 4% or $99,503 at 6%; with 50% employer match about $99,503 at 4% or $66,335 at 6%; with 100% employer match about $74,627 at 4% or $49,751 at 6%. |
| INNOVATIVE ADVOCATE GROUP INC. 401(K) PLAN | - | 39 | $558,831 | $232,836 | $5,970iApproximate average salary by contribution assumption: employee only about $149,254 at 4% or $99,503 at 6%; with 50% employer match about $99,503 at 4% or $66,335 at 6%; with 100% employer match about $74,627 at 4% or $49,751 at 6%. |
| 2017 | 1 | 40 | $372,069 | $164,224 | $4,106iApproximate average salary by contribution assumption: employee only about $102,640 at 4% or $68,427 at 6%; with 50% employer match about $68,427 at 4% or $45,618 at 6%; with 100% employer match about $51,320 at 4% or $34,213 at 6%. |
| INNOVATIVE ADVOCATE GROUP INC. 401(K) PLAN | - | 40 | $372,069 | $164,224 | $4,106iApproximate average salary by contribution assumption: employee only about $102,640 at 4% or $68,427 at 6%; with 50% employer match about $68,427 at 4% or $45,618 at 6%; with 100% employer match about $51,320 at 4% or $34,213 at 6%. |
| 2016 | 1 | 9 | $182,629 | $101,521 | $11,280iApproximate average salary by contribution assumption: employee only about $282,003 at 4% or $188,002 at 6%; with 50% employer match about $188,002 at 4% or $125,335 at 6%; with 100% employer match about $141,001 at 4% or $94,001 at 6%. |
| INNOVATIVE ADVOCATE GROUP INC. 401(K) PLAN | - | 9 | $182,629 | $101,521 | $11,280iApproximate average salary by contribution assumption: employee only about $282,003 at 4% or $188,002 at 6%; with 50% employer match about $188,002 at 4% or $125,335 at 6%; with 100% employer match about $141,001 at 4% or $94,001 at 6%. |
| 2015 | 1 | 6 | $78,212 | $22,759 | $3,793iApproximate average salary by contribution assumption: employee only about $94,829 at 4% or $63,219 at 6%; with 50% employer match about $63,219 at 4% or $42,146 at 6%; with 100% employer match about $47,415 at 4% or $31,610 at 6%. |
| INNOVATIVE ADVOCATE GROUP INC. 401(K) PLAN | - | 6 | $78,212 | $22,759 | $3,793iApproximate average salary by contribution assumption: employee only about $94,829 at 4% or $63,219 at 6%; with 50% employer match about $63,219 at 4% or $42,146 at 6%; with 100% employer match about $47,415 at 4% or $31,610 at 6%. |
| 2014 | 1 | 5 | $56,409 | $56,409 | $11,282iApproximate average salary by contribution assumption: employee only about $282,045 at 4% or $188,030 at 6%; with 50% employer match about $188,030 at 4% or $125,353 at 6%; with 100% employer match about $141,023 at 4% or $94,015 at 6%. |
| INNOVATIVE ADVOCATE GROUP INC. 401(K) PLAN | - | 5 | $56,409 | $56,409 | $11,282iApproximate average salary by contribution assumption: employee only about $282,045 at 4% or $188,030 at 6%; with 50% employer match about $188,030 at 4% or $125,353 at 6%; with 100% employer match about $141,023 at 4% or $94,015 at 6%. |