Civic Intelligence

Insigneo Securities LLC

Plan context: Insigneo Securities LLC 401(K) Plan

EIN 65-0886254 • San Juan, PR • 14 filings • 5 plans

Parque Las Americas 1, 235 FedericoCosta Street, Suite 101San Juan, PR 00918
Current Snapshot

Latest Year

2024

2024 Participants

212

2024 Assets

$14,511,788

2024 Contributions

$2,459,220

Historical Graphs

Total Assets Over Time

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

$14,511,788$7,255,894$0201720212024YearValue
$14,511,788Latest year 2024

Participants Over Time

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

4092050201720212024YearValue
212Latest 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
20244212$14,511,788$2,459,220$11,600iApproximate average salary by contribution assumption: employee only about $290,002 at 4% or $193,335 at 6%; with 50% employer match about $193,335 at 4% or $128,890 at 6%; with 100% employer match about $145,001 at 4% or $96,667 at 6%.
Insigneo Securities LLC 401(K) Plan-138$11,270,958$1,403,198$10,168iApproximate average salary by contribution assumption: employee only about $254,203 at 4% or $169,468 at 6%; with 50% employer match about $169,468 at 4% or $112,979 at 6%; with 100% employer match about $127,101 at 4% or $84,734 at 6%.
INSIGNEO RETIREMENT PLAN RETIREMENT PLAN-37$1,620,415$528,011$14,271iApproximate average salary by contribution assumption: employee only about $356,764 at 4% or $237,843 at 6%; with 50% employer match about $237,843 at 4% or $158,562 at 6%; with 100% employer match about $178,382 at 4% or $118,921 at 6%.
INSIGNEO RETIREMENT PLAN-37$1,620,415$528,011$14,271iApproximate average salary by contribution assumption: employee only about $356,764 at 4% or $237,843 at 6%; with 50% employer match about $237,843 at 4% or $158,562 at 6%; with 100% employer match about $178,382 at 4% or $118,921 at 6%.
Insigneo Securities LLC-212---
20232206$9,083,799$1,146,400$5,565iApproximate average salary by contribution assumption: employee only about $139,126 at 4% or $92,751 at 6%; with 50% employer match about $92,751 at 4% or $61,834 at 6%; with 100% employer match about $69,563 at 4% or $46,375 at 6%.
Insigneo Securities LLC 401(K) Plan-107$9,083,799$1,146,400$10,714iApproximate average salary by contribution assumption: employee only about $267,850 at 4% or $178,567 at 6%; with 50% employer match about $178,567 at 4% or $119,045 at 6%; with 100% employer match about $133,925 at 4% or $89,283 at 6%.
Insigneo Securities LLC-206---
20222409$6,878,019$1,560,419$3,815iApproximate average salary by contribution assumption: employee only about $95,380 at 4% or $63,587 at 6%; with 50% employer match about $63,587 at 4% or $42,391 at 6%; with 100% employer match about $47,690 at 4% or $31,793 at 6%.
Insigneo Securities LLC 401(K) Plan-100$6,878,019$1,560,419$15,604iApproximate average salary by contribution assumption: employee only about $390,105 at 4% or $260,070 at 6%; with 50% employer match about $260,070 at 4% or $173,380 at 6%; with 100% employer match about $195,052 at 4% or $130,035 at 6%.
Insigneo Securities LLC-409---
20212162$7,155,725$536,016$3,309iApproximate average salary by contribution assumption: employee only about $82,719 at 4% or $55,146 at 6%; with 50% employer match about $55,146 at 4% or $36,764 at 6%; with 100% employer match about $41,359 at 4% or $27,573 at 6%.
Insigneo Securities LLC 401(K) Plan-84$7,155,725$536,016$6,381iApproximate average salary by contribution assumption: employee only about $159,529 at 4% or $106,352 at 6%; with 50% employer match about $106,352 at 4% or $70,902 at 6%; with 100% employer match about $79,764 at 4% or $53,176 at 6%.
Insigneo Securities LLC-162---
2020172$6,175,790$355,105$4,932iApproximate average salary by contribution assumption: employee only about $123,300 at 4% or $82,200 at 6%; with 50% employer match about $82,200 at 4% or $54,800 at 6%; with 100% employer match about $61,650 at 4% or $41,100 at 6%.
Insigneo Securities LLC 401(K) Plan-72$6,175,790$355,105$4,932iApproximate average salary by contribution assumption: employee only about $123,300 at 4% or $82,200 at 6%; with 50% employer match about $82,200 at 4% or $54,800 at 6%; with 100% employer match about $61,650 at 4% or $41,100 at 6%.
2019165$4,918,316$563,365$8,667iApproximate average salary by contribution assumption: employee only about $216,679 at 4% or $144,453 at 6%; with 50% employer match about $144,453 at 4% or $96,302 at 6%; with 100% employer match about $108,339 at 4% or $72,226 at 6%.
Insigneo Securities LLC 401(K) Plan-65$4,918,316$563,365$8,667iApproximate average salary by contribution assumption: employee only about $216,679 at 4% or $144,453 at 6%; with 50% employer match about $144,453 at 4% or $96,302 at 6%; with 100% employer match about $108,339 at 4% or $72,226 at 6%.
2018157$4,167,211$224,983$3,947iApproximate average salary by contribution assumption: employee only about $98,677 at 4% or $65,785 at 6%; with 50% employer match about $65,785 at 4% or $43,856 at 6%; with 100% employer match about $49,338 at 4% or $32,892 at 6%.
Insigneo Securities LLC 401(K) Plan-57$4,167,211$224,983$3,947iApproximate average salary by contribution assumption: employee only about $98,677 at 4% or $65,785 at 6%; with 50% employer match about $65,785 at 4% or $43,856 at 6%; with 100% employer match about $49,338 at 4% or $32,892 at 6%.
2017156$4,357,865$265,512$4,741iApproximate average salary by contribution assumption: employee only about $118,532 at 4% or $79,021 at 6%; with 50% employer match about $79,021 at 4% or $52,681 at 6%; with 100% employer match about $59,266 at 4% or $39,511 at 6%.
Insigneo Securities LLC 401(K) Plan-56$4,357,865$265,512$4,741iApproximate average salary by contribution assumption: employee only about $118,532 at 4% or $79,021 at 6%; with 50% employer match about $79,021 at 4% or $52,681 at 6%; with 100% employer match about $59,266 at 4% or $39,511 at 6%.
Insigneo Securities LLC | EIN 65-0886254 | 2024 Form 5500 Company Profile