Civic Intelligence

Innovative Mortgage Services Inc.

Plan context: Innovative Mortgage Services Inc. 401(K) Plan

EIN 51-0510484 • Lutz, FL • 8 filings • 1 plans

17717 Hunting Bow Circle, Ste 101Lutz, FL 33558
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,935,004

2025 Contributions

$217,999

Historical Graphs

Total Assets Over Time

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

$1,935,004$967,502$0201820222025YearValue
$1,935,004Latest year 2025

Participants Over Time

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

740201820222025YearValue
7Latest year 2025

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
202517$1,935,004$217,999$31,143iApproximate average salary by contribution assumption: employee only about $778,568 at 4% or $519,045 at 6%; with 50% employer match about $519,045 at 4% or $346,030 at 6%; with 100% employer match about $389,284 at 4% or $259,523 at 6%.
Innovative Mortgage Services Inc. 401(K) Plan-7$1,935,004$217,999$31,143iApproximate average salary by contribution assumption: employee only about $778,568 at 4% or $519,045 at 6%; with 50% employer match about $519,045 at 4% or $346,030 at 6%; with 100% employer match about $389,284 at 4% or $259,523 at 6%.
202417$1,426,805$194,193$27,742iApproximate average salary by contribution assumption: employee only about $693,546 at 4% or $462,364 at 6%; with 50% employer match about $462,364 at 4% or $308,243 at 6%; with 100% employer match about $346,773 at 4% or $231,182 at 6%.
Innovative Mortgage Services Inc. 401(K) Plan-7$1,426,805$194,193$27,742iApproximate average salary by contribution assumption: employee only about $693,546 at 4% or $462,364 at 6%; with 50% employer match about $462,364 at 4% or $308,243 at 6%; with 100% employer match about $346,773 at 4% or $231,182 at 6%.
202317$957,765$181,085$25,869iApproximate average salary by contribution assumption: employee only about $646,732 at 4% or $431,155 at 6%; with 50% employer match about $431,155 at 4% or $287,437 at 6%; with 100% employer match about $323,366 at 4% or $215,577 at 6%.
Innovative Mortgage Services Inc. 401(K) Plan-7$957,765$181,085$25,869iApproximate average salary by contribution assumption: employee only about $646,732 at 4% or $431,155 at 6%; with 50% employer match about $431,155 at 4% or $287,437 at 6%; with 100% employer match about $323,366 at 4% or $215,577 at 6%.
202216$596,348$182,530$30,422iApproximate average salary by contribution assumption: employee only about $760,542 at 4% or $507,028 at 6%; with 50% employer match about $507,028 at 4% or $338,019 at 6%; with 100% employer match about $380,271 at 4% or $253,514 at 6%.
Innovative Mortgage Services Inc. 401(K) Plan-6$596,348$182,530$30,422iApproximate average salary by contribution assumption: employee only about $760,542 at 4% or $507,028 at 6%; with 50% employer match about $507,028 at 4% or $338,019 at 6%; with 100% employer match about $380,271 at 4% or $253,514 at 6%.
202116$611,128$159,161$26,527iApproximate average salary by contribution assumption: employee only about $663,171 at 4% or $442,114 at 6%; with 50% employer match about $442,114 at 4% or $294,743 at 6%; with 100% employer match about $331,585 at 4% or $221,057 at 6%.
Innovative Mortgage Services Inc. 401(K) Plan-6$611,128$159,161$26,527iApproximate average salary by contribution assumption: employee only about $663,171 at 4% or $442,114 at 6%; with 50% employer match about $442,114 at 4% or $294,743 at 6%; with 100% employer match about $331,585 at 4% or $221,057 at 6%.
202015$428,188$152,019$30,404iApproximate average salary by contribution assumption: employee only about $760,095 at 4% or $506,730 at 6%; with 50% employer match about $506,730 at 4% or $337,820 at 6%; with 100% employer match about $380,048 at 4% or $253,365 at 6%.
Innovative Mortgage Services Inc. 401(K) Plan-5$428,188$152,019$30,404iApproximate average salary by contribution assumption: employee only about $760,095 at 4% or $506,730 at 6%; with 50% employer match about $506,730 at 4% or $337,820 at 6%; with 100% employer match about $380,048 at 4% or $253,365 at 6%.
201914$230,711$111,919$27,980iApproximate average salary by contribution assumption: employee only about $699,494 at 4% or $466,329 at 6%; with 50% employer match about $466,329 at 4% or $310,886 at 6%; with 100% employer match about $349,747 at 4% or $233,165 at 6%.
Innovative Mortgage Services Inc. 401(K) Plan-4$230,711$111,919$27,980iApproximate average salary by contribution assumption: employee only about $699,494 at 4% or $466,329 at 6%; with 50% employer match about $466,329 at 4% or $310,886 at 6%; with 100% employer match about $349,747 at 4% or $233,165 at 6%.
201814$100,142$102,393$25,598iApproximate average salary by contribution assumption: employee only about $639,956 at 4% or $426,638 at 6%; with 50% employer match about $426,638 at 4% or $284,425 at 6%; with 100% employer match about $319,978 at 4% or $213,319 at 6%.
Innovative Mortgage Services Inc. 401(K) Plan-4$100,142$102,393$25,598iApproximate average salary by contribution assumption: employee only about $639,956 at 4% or $426,638 at 6%; with 50% employer match about $426,638 at 4% or $284,425 at 6%; with 100% employer match about $319,978 at 4% or $213,319 at 6%.