Civic Intelligence

Innisfree Investments LLC

Plan context: Innisfree Investments LLC 401 K Profit Sharing Plan Trust

EIN 61-1543362 • Addison, TX • 19 filings • 4 plans

PO Box 1789Addison, TX 75001-1789
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,054,047

2025 Contributions

$96,332

Historical Graphs

Total Assets Over Time

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

$2,032,961$1,016,481$0200820172025YearValue
$1,054,047Latest year 2025

Participants Over Time

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

740200720162025YearValue
4Latest 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
202514$1,054,047$96,332$24,083iApproximate average salary by contribution assumption: employee only about $602,075 at 4% or $401,383 at 6%; with 50% employer match about $401,383 at 4% or $267,589 at 6%; with 100% employer match about $301,038 at 4% or $200,692 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-4$1,054,047$96,332$24,083iApproximate average salary by contribution assumption: employee only about $602,075 at 4% or $401,383 at 6%; with 50% employer match about $401,383 at 4% or $267,589 at 6%; with 100% employer match about $301,038 at 4% or $200,692 at 6%.
202414$840,118$91,129$22,782iApproximate average salary by contribution assumption: employee only about $569,556 at 4% or $379,704 at 6%; with 50% employer match about $379,704 at 4% or $253,136 at 6%; with 100% employer match about $284,778 at 4% or $189,852 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-4$840,118$91,129$22,782iApproximate average salary by contribution assumption: employee only about $569,556 at 4% or $379,704 at 6%; with 50% employer match about $379,704 at 4% or $253,136 at 6%; with 100% employer match about $284,778 at 4% or $189,852 at 6%.
202314$685,628$87,943$21,986iApproximate average salary by contribution assumption: employee only about $549,644 at 4% or $366,429 at 6%; with 50% employer match about $366,429 at 4% or $244,286 at 6%; with 100% employer match about $274,822 at 4% or $183,215 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-4$685,628$87,943$21,986iApproximate average salary by contribution assumption: employee only about $549,644 at 4% or $366,429 at 6%; with 50% employer match about $366,429 at 4% or $244,286 at 6%; with 100% employer match about $274,822 at 4% or $183,215 at 6%.
202216$1,100,750$151,369$25,228iApproximate average salary by contribution assumption: employee only about $630,704 at 4% or $420,469 at 6%; with 50% employer match about $420,469 at 4% or $280,313 at 6%; with 100% employer match about $315,352 at 4% or $210,235 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-6$1,100,750$151,369$25,228iApproximate average salary by contribution assumption: employee only about $630,704 at 4% or $420,469 at 6%; with 50% employer match about $420,469 at 4% or $280,313 at 6%; with 100% employer match about $315,352 at 4% or $210,235 at 6%.
202113$2,032,961$149,320$49,773iApproximate average salary by contribution assumption: employee only about $1,244,333 at 4% or $829,556 at 6%; with 50% employer match about $829,556 at 4% or $553,037 at 6%; with 100% employer match about $622,167 at 4% or $414,778 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-3$2,032,961$149,320$49,773iApproximate average salary by contribution assumption: employee only about $1,244,333 at 4% or $829,556 at 6%; with 50% employer match about $829,556 at 4% or $553,037 at 6%; with 100% employer match about $622,167 at 4% or $414,778 at 6%.
202014$1,724,844$151,047$37,762iApproximate average salary by contribution assumption: employee only about $944,044 at 4% or $629,363 at 6%; with 50% employer match about $629,363 at 4% or $419,575 at 6%; with 100% employer match about $472,022 at 4% or $314,681 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-4$1,724,844$151,047$37,762iApproximate average salary by contribution assumption: employee only about $944,044 at 4% or $629,363 at 6%; with 50% employer match about $629,363 at 4% or $419,575 at 6%; with 100% employer match about $472,022 at 4% or $314,681 at 6%.
201915$1,508,740$139,833$27,967iApproximate average salary by contribution assumption: employee only about $699,165 at 4% or $466,110 at 6%; with 50% employer match about $466,110 at 4% or $310,740 at 6%; with 100% employer match about $349,583 at 4% or $233,055 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-5$1,508,740$139,833$27,967iApproximate average salary by contribution assumption: employee only about $699,165 at 4% or $466,110 at 6%; with 50% employer match about $466,110 at 4% or $310,740 at 6%; with 100% employer match about $349,583 at 4% or $233,055 at 6%.
201817$1,700,398$184,624$26,375iApproximate average salary by contribution assumption: employee only about $659,371 at 4% or $439,581 at 6%; with 50% employer match about $439,581 at 4% or $293,054 at 6%; with 100% employer match about $329,686 at 4% or $219,790 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-7$1,700,398$184,624$26,375iApproximate average salary by contribution assumption: employee only about $659,371 at 4% or $439,581 at 6%; with 50% employer match about $439,581 at 4% or $293,054 at 6%; with 100% employer match about $329,686 at 4% or $219,790 at 6%.
201717$1,617,385$181,070$25,867iApproximate average salary by contribution assumption: employee only about $646,679 at 4% or $431,119 at 6%; with 50% employer match about $431,119 at 4% or $287,413 at 6%; with 100% employer match about $323,339 at 4% or $215,560 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-7$1,617,385$181,070$25,867iApproximate average salary by contribution assumption: employee only about $646,679 at 4% or $431,119 at 6%; with 50% employer match about $431,119 at 4% or $287,413 at 6%; with 100% employer match about $323,339 at 4% or $215,560 at 6%.
201617$1,253,467$167,621$23,946iApproximate average salary by contribution assumption: employee only about $598,646 at 4% or $399,098 at 6%; with 50% employer match about $399,098 at 4% or $266,065 at 6%; with 100% employer match about $299,323 at 4% or $199,549 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-7$1,253,467$167,621$23,946iApproximate average salary by contribution assumption: employee only about $598,646 at 4% or $399,098 at 6%; with 50% employer match about $399,098 at 4% or $266,065 at 6%; with 100% employer match about $299,323 at 4% or $199,549 at 6%.
201516$998,518$152,471$25,412iApproximate average salary by contribution assumption: employee only about $635,296 at 4% or $423,531 at 6%; with 50% employer match about $423,531 at 4% or $282,354 at 6%; with 100% employer match about $317,648 at 4% or $211,765 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-6$998,518$152,471$25,412iApproximate average salary by contribution assumption: employee only about $635,296 at 4% or $423,531 at 6%; with 50% employer match about $423,531 at 4% or $282,354 at 6%; with 100% employer match about $317,648 at 4% or $211,765 at 6%.
201416$867,392$137,214$22,869iApproximate average salary by contribution assumption: employee only about $571,725 at 4% or $381,150 at 6%; with 50% employer match about $381,150 at 4% or $254,100 at 6%; with 100% employer match about $285,863 at 4% or $190,575 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-6$867,392$137,214$22,869iApproximate average salary by contribution assumption: employee only about $571,725 at 4% or $381,150 at 6%; with 50% employer match about $381,150 at 4% or $254,100 at 6%; with 100% employer match about $285,863 at 4% or $190,575 at 6%.
201316$693,493$135,888$22,648iApproximate average salary by contribution assumption: employee only about $566,200 at 4% or $377,467 at 6%; with 50% employer match about $377,467 at 4% or $251,644 at 6%; with 100% employer match about $283,100 at 4% or $188,733 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-6$693,493$135,888$22,648iApproximate average salary by contribution assumption: employee only about $566,200 at 4% or $377,467 at 6%; with 50% employer match about $377,467 at 4% or $251,644 at 6%; with 100% employer match about $283,100 at 4% or $188,733 at 6%.
201216$499,164$123,978$20,663iApproximate average salary by contribution assumption: employee only about $516,575 at 4% or $344,383 at 6%; with 50% employer match about $344,383 at 4% or $229,589 at 6%; with 100% employer match about $258,288 at 4% or $172,192 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-6$499,164$123,978$20,663iApproximate average salary by contribution assumption: employee only about $516,575 at 4% or $344,383 at 6%; with 50% employer match about $344,383 at 4% or $229,589 at 6%; with 100% employer match about $258,288 at 4% or $172,192 at 6%.
201115$331,305$116,190$23,238iApproximate average salary by contribution assumption: employee only about $580,950 at 4% or $387,300 at 6%; with 50% employer match about $387,300 at 4% or $258,200 at 6%; with 100% employer match about $290,475 at 4% or $193,650 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-5$331,305$116,190$23,238iApproximate average salary by contribution assumption: employee only about $580,950 at 4% or $387,300 at 6%; with 50% employer match about $387,300 at 4% or $258,200 at 6%; with 100% employer match about $290,475 at 4% or $193,650 at 6%.
201015$220,085$94,498$18,900iApproximate average salary by contribution assumption: employee only about $472,490 at 4% or $314,993 at 6%; with 50% employer match about $314,993 at 4% or $209,996 at 6%; with 100% employer match about $236,245 at 4% or $157,497 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-5$220,085$94,498$18,900iApproximate average salary by contribution assumption: employee only about $472,490 at 4% or $314,993 at 6%; with 50% employer match about $314,993 at 4% or $209,996 at 6%; with 100% employer match about $236,245 at 4% or $157,497 at 6%.
200914$109,310$79,523$19,881iApproximate average salary by contribution assumption: employee only about $497,019 at 4% or $331,346 at 6%; with 50% employer match about $331,346 at 4% or $220,897 at 6%; with 100% employer match about $248,509 at 4% or $165,673 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-4$109,310$79,523$19,881iApproximate average salary by contribution assumption: employee only about $497,019 at 4% or $331,346 at 6%; with 50% employer match about $331,346 at 4% or $220,897 at 6%; with 100% employer match about $248,509 at 4% or $165,673 at 6%.
200813$17,170$23,375$7,792iApproximate average salary by contribution assumption: employee only about $194,792 at 4% or $129,861 at 6%; with 50% employer match about $129,861 at 4% or $86,574 at 6%; with 100% employer match about $97,396 at 4% or $64,931 at 6%.
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-3$17,170$23,375$7,792iApproximate average salary by contribution assumption: employee only about $194,792 at 4% or $129,861 at 6%; with 50% employer match about $129,861 at 4% or $86,574 at 6%; with 100% employer match about $97,396 at 4% or $64,931 at 6%.
200712$0$0-
Innisfree Investments LLC 401 K Profit Sharing Plan Trust-2---