INVERNESS MANAGEMENT LLC
Plan context: INVERNESS MANAGEMENT 401K PLAN
EIN 57-1155047 • Sacramento, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
27
2025 Assets
$1,472,839
2025 Contributions
$420,458
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 | 27 | $1,472,839 | $420,458 | $15,573iApproximate average salary by contribution assumption: employee only about $389,313 at 4% or $259,542 at 6%; with 50% employer match about $259,542 at 4% or $173,028 at 6%; with 100% employer match about $194,656 at 4% or $129,771 at 6%. |
| INVERNESS MANAGEMENT 401K PLAN | - | 27 | $1,472,839 | $420,458 | $15,573iApproximate average salary by contribution assumption: employee only about $389,313 at 4% or $259,542 at 6%; with 50% employer match about $259,542 at 4% or $173,028 at 6%; with 100% employer match about $194,656 at 4% or $129,771 at 6%. |
| 2024 | 1 | 28 | $1,037,158 | $336,923 | $12,033iApproximate average salary by contribution assumption: employee only about $300,824 at 4% or $200,549 at 6%; with 50% employer match about $200,549 at 4% or $133,700 at 6%; with 100% employer match about $150,412 at 4% or $100,275 at 6%. |
| INVERNESS MANAGEMENT 401K PLAN | - | 28 | $1,037,158 | $336,923 | $12,033iApproximate average salary by contribution assumption: employee only about $300,824 at 4% or $200,549 at 6%; with 50% employer match about $200,549 at 4% or $133,700 at 6%; with 100% employer match about $150,412 at 4% or $100,275 at 6%. |
| 2023 | 1 | 23 | $648,850 | $381,115 | $16,570iApproximate average salary by contribution assumption: employee only about $414,255 at 4% or $276,170 at 6%; with 50% employer match about $276,170 at 4% or $184,114 at 6%; with 100% employer match about $207,128 at 4% or $138,085 at 6%. |
| INVERNESS MANAGEMENT 401K PLAN | - | 23 | $648,850 | $381,115 | $16,570iApproximate average salary by contribution assumption: employee only about $414,255 at 4% or $276,170 at 6%; with 50% employer match about $276,170 at 4% or $184,114 at 6%; with 100% employer match about $207,128 at 4% or $138,085 at 6%. |
| 2022 | 1 | 23 | $210,053 | $212,944 | $9,258iApproximate average salary by contribution assumption: employee only about $231,461 at 4% or $154,307 at 6%; with 50% employer match about $154,307 at 4% or $102,871 at 6%; with 100% employer match about $115,730 at 4% or $77,154 at 6%. |
| INVERNESS MANAGEMENT 401K PLAN | - | 23 | $210,053 | $212,944 | $9,258iApproximate average salary by contribution assumption: employee only about $231,461 at 4% or $154,307 at 6%; with 50% employer match about $154,307 at 4% or $102,871 at 6%; with 100% employer match about $115,730 at 4% or $77,154 at 6%. |