Civic Intelligence

The Institute for Financial Markets

Plan context: The Institute for Financial Markets 403(B) Plan

EIN 52-1634508 • Washington, DC • 26 filings • 4 plans

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2001 K St NW Ste 725North TowerWashington, DC 20006-1037
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,264,188

2024 Contributions

$81,503

Historical Graphs

Total Assets Over Time

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

$2,264,188$1,132,094$0200920172024YearValue
$2,264,188Latest year 2024

Participants Over Time

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

1050200920172024YearValue
4Latest 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
202414$2,264,188$81,503$20,376iApproximate average salary by contribution assumption: employee only about $509,394 at 4% or $339,596 at 6%; with 50% employer match about $339,596 at 4% or $226,397 at 6%; with 100% employer match about $254,697 at 4% or $169,798 at 6%.
The Institute for Financial Markets 403(B) Plan-4$2,264,188$81,503$20,376iApproximate average salary by contribution assumption: employee only about $509,394 at 4% or $339,596 at 6%; with 50% employer match about $339,596 at 4% or $226,397 at 6%; with 100% employer match about $254,697 at 4% or $169,798 at 6%.
202314$1,919,174$70,950$17,738iApproximate average salary by contribution assumption: employee only about $443,438 at 4% or $295,625 at 6%; with 50% employer match about $295,625 at 4% or $197,083 at 6%; with 100% employer match about $221,719 at 4% or $147,813 at 6%.
The Institute for Financial Markets 403(B) Plan-4$1,919,174$70,950$17,738iApproximate average salary by contribution assumption: employee only about $443,438 at 4% or $295,625 at 6%; with 50% employer match about $295,625 at 4% or $197,083 at 6%; with 100% employer match about $221,719 at 4% or $147,813 at 6%.
202214$1,649,858$67,419$16,855iApproximate average salary by contribution assumption: employee only about $421,369 at 4% or $280,913 at 6%; with 50% employer match about $280,913 at 4% or $187,275 at 6%; with 100% employer match about $210,684 at 4% or $140,456 at 6%.
The Institute for Financial Markets 403(B) Plan-4$1,649,858$67,419$16,855iApproximate average salary by contribution assumption: employee only about $421,369 at 4% or $280,913 at 6%; with 50% employer match about $280,913 at 4% or $187,275 at 6%; with 100% employer match about $210,684 at 4% or $140,456 at 6%.
202114$1,803,280$65,747$16,437iApproximate average salary by contribution assumption: employee only about $410,919 at 4% or $273,946 at 6%; with 50% employer match about $273,946 at 4% or $182,631 at 6%; with 100% employer match about $205,459 at 4% or $136,973 at 6%.
The Institute for Financial Markets 403(B) Plan-4$1,803,280$65,747$16,437iApproximate average salary by contribution assumption: employee only about $410,919 at 4% or $273,946 at 6%; with 50% employer match about $273,946 at 4% or $182,631 at 6%; with 100% employer match about $205,459 at 4% or $136,973 at 6%.
202014$1,550,214$65,403$16,351iApproximate average salary by contribution assumption: employee only about $408,769 at 4% or $272,513 at 6%; with 50% employer match about $272,513 at 4% or $181,675 at 6%; with 100% employer match about $204,384 at 4% or $136,256 at 6%.
The Institute for Financial Markets 403(B) Plan-4$1,550,214$65,403$16,351iApproximate average salary by contribution assumption: employee only about $408,769 at 4% or $272,513 at 6%; with 50% employer match about $272,513 at 4% or $181,675 at 6%; with 100% employer match about $204,384 at 4% or $136,256 at 6%.
201914$1,986,646$65,875$16,469iApproximate average salary by contribution assumption: employee only about $411,719 at 4% or $274,479 at 6%; with 50% employer match about $274,479 at 4% or $182,986 at 6%; with 100% employer match about $205,859 at 4% or $137,240 at 6%.
The Institute for Financial Markets 403(B) Plan-4$1,986,646$65,875$16,469iApproximate average salary by contribution assumption: employee only about $411,719 at 4% or $274,479 at 6%; with 50% employer match about $274,479 at 4% or $182,986 at 6%; with 100% employer match about $205,859 at 4% or $137,240 at 6%.
201814$1,637,718$68,445$17,111iApproximate average salary by contribution assumption: employee only about $427,781 at 4% or $285,188 at 6%; with 50% employer match about $285,188 at 4% or $190,125 at 6%; with 100% employer match about $213,891 at 4% or $142,594 at 6%.
The Institute for Financial Markets 403(B) Plan-4$1,637,718$68,445$17,111iApproximate average salary by contribution assumption: employee only about $427,781 at 4% or $285,188 at 6%; with 50% employer match about $285,188 at 4% or $190,125 at 6%; with 100% employer match about $213,891 at 4% or $142,594 at 6%.
201714$1,678,830$60,568$15,142iApproximate average salary by contribution assumption: employee only about $378,550 at 4% or $252,367 at 6%; with 50% employer match about $252,367 at 4% or $168,244 at 6%; with 100% employer match about $189,275 at 4% or $126,183 at 6%.
The Institute for Financial Markets 403(B) Plan-4$1,678,830$60,568$15,142iApproximate average salary by contribution assumption: employee only about $378,550 at 4% or $252,367 at 6%; with 50% employer match about $252,367 at 4% or $168,244 at 6%; with 100% employer match about $189,275 at 4% or $126,183 at 6%.
201619$1,602,047$88,941$9,882iApproximate average salary by contribution assumption: employee only about $247,058 at 4% or $164,706 at 6%; with 50% employer match about $164,706 at 4% or $109,804 at 6%; with 100% employer match about $123,529 at 4% or $82,353 at 6%.
The Institute for Financial Markets 403(B) Plan-9$1,602,047$88,941$9,882iApproximate average salary by contribution assumption: employee only about $247,058 at 4% or $164,706 at 6%; with 50% employer match about $164,706 at 4% or $109,804 at 6%; with 100% employer match about $123,529 at 4% or $82,353 at 6%.
201518$1,462,209$92,276$11,535iApproximate average salary by contribution assumption: employee only about $288,363 at 4% or $192,242 at 6%; with 50% employer match about $192,242 at 4% or $128,161 at 6%; with 100% employer match about $144,181 at 4% or $96,121 at 6%.
The Institute for Financial Markets 403(B) Plan-8$1,462,209$92,276$11,535iApproximate average salary by contribution assumption: employee only about $288,363 at 4% or $192,242 at 6%; with 50% employer match about $192,242 at 4% or $128,161 at 6%; with 100% employer match about $144,181 at 4% or $96,121 at 6%.
2014110$1,402,237$77,078$7,708iApproximate average salary by contribution assumption: employee only about $192,695 at 4% or $128,463 at 6%; with 50% employer match about $128,463 at 4% or $85,642 at 6%; with 100% employer match about $96,348 at 4% or $64,232 at 6%.
The Institute for Financial Markets 403(B) Plan-10$1,402,237$77,078$7,708iApproximate average salary by contribution assumption: employee only about $192,695 at 4% or $128,463 at 6%; with 50% employer match about $128,463 at 4% or $85,642 at 6%; with 100% employer match about $96,348 at 4% or $64,232 at 6%.
201319$1,428,794$101,142$11,238iApproximate average salary by contribution assumption: employee only about $280,950 at 4% or $187,300 at 6%; with 50% employer match about $187,300 at 4% or $124,867 at 6%; with 100% employer match about $140,475 at 4% or $93,650 at 6%.
The Institute for Financial Markets 403(B) Plan-9$1,428,794$101,142$11,238iApproximate average salary by contribution assumption: employee only about $280,950 at 4% or $187,300 at 6%; with 50% employer match about $187,300 at 4% or $124,867 at 6%; with 100% employer match about $140,475 at 4% or $93,650 at 6%.
201219$1,149,074$86,102$9,567iApproximate average salary by contribution assumption: employee only about $239,172 at 4% or $159,448 at 6%; with 50% employer match about $159,448 at 4% or $106,299 at 6%; with 100% employer match about $119,586 at 4% or $79,724 at 6%.
The Institute for Financial Markets 403(B) Plan-9$1,149,074$86,102$9,567iApproximate average salary by contribution assumption: employee only about $239,172 at 4% or $159,448 at 6%; with 50% employer match about $159,448 at 4% or $106,299 at 6%; with 100% employer match about $119,586 at 4% or $79,724 at 6%.
2011110$1,013,068$75,552$7,555iApproximate average salary by contribution assumption: employee only about $188,880 at 4% or $125,920 at 6%; with 50% employer match about $125,920 at 4% or $83,947 at 6%; with 100% employer match about $94,440 at 4% or $62,960 at 6%.
The Institute for Financial Markets 403(B) Plan-10$1,013,068$75,552$7,555iApproximate average salary by contribution assumption: employee only about $188,880 at 4% or $125,920 at 6%; with 50% employer match about $125,920 at 4% or $83,947 at 6%; with 100% employer match about $94,440 at 4% or $62,960 at 6%.
201019$1,004,118$78,246$8,694iApproximate average salary by contribution assumption: employee only about $217,350 at 4% or $144,900 at 6%; with 50% employer match about $144,900 at 4% or $96,600 at 6%; with 100% employer match about $108,675 at 4% or $72,450 at 6%.
The Institute for Financial Markets 403(B) Plan-9$1,004,118$78,246$8,694iApproximate average salary by contribution assumption: employee only about $217,350 at 4% or $144,900 at 6%; with 50% employer match about $144,900 at 4% or $96,600 at 6%; with 100% employer match about $108,675 at 4% or $72,450 at 6%.
200919$838,339$62,532$6,948iApproximate average salary by contribution assumption: employee only about $173,700 at 4% or $115,800 at 6%; with 50% employer match about $115,800 at 4% or $77,200 at 6%; with 100% employer match about $86,850 at 4% or $57,900 at 6%.
The Institute for Financial Markets 403(B) Plan-9$838,339$62,532$6,948iApproximate average salary by contribution assumption: employee only about $173,700 at 4% or $115,800 at 6%; with 50% employer match about $115,800 at 4% or $77,200 at 6%; with 100% employer match about $86,850 at 4% or $57,900 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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199910$0$0-
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