Civic Intelligence

Investment Retrievers Inc.

Plan context: INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN

EIN 68-0482885 • Folsom, CA • 33 filings • 2 plans

950 Glenn Drive Suite 160Folsom, CA 95630
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$232,530

2024 Contributions

$22,658

Historical Graphs

Total Assets Over Time

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

$2,238,219$1,119,110$0200520152024YearValue
$232,530Latest year 2024

Participants Over Time

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

30150200520152024YearValue
8Latest 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
202428$232,530$22,658$2,832iApproximate average salary by contribution assumption: employee only about $70,806 at 4% or $47,204 at 6%; with 50% employer match about $47,204 at 4% or $31,469 at 6%; with 100% employer match about $35,403 at 4% or $23,602 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-8$232,468$22,658$2,832iApproximate average salary by contribution assumption: employee only about $70,806 at 4% or $47,204 at 6%; with 50% employer match about $47,204 at 4% or $31,469 at 6%; with 100% employer match about $35,403 at 4% or $23,602 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-0$62--
2023211$300,056$28,632$2,603iApproximate average salary by contribution assumption: employee only about $65,073 at 4% or $43,382 at 6%; with 50% employer match about $43,382 at 4% or $28,921 at 6%; with 100% employer match about $32,536 at 4% or $21,691 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-11$299,994$28,632$2,603iApproximate average salary by contribution assumption: employee only about $65,073 at 4% or $43,382 at 6%; with 50% employer match about $43,382 at 4% or $28,921 at 6%; with 100% employer match about $32,536 at 4% or $21,691 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-0$62--
2022213$325,959$40,805$3,139iApproximate average salary by contribution assumption: employee only about $78,471 at 4% or $52,314 at 6%; with 50% employer match about $52,314 at 4% or $34,876 at 6%; with 100% employer match about $39,236 at 4% or $26,157 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-13$325,897$40,805$3,139iApproximate average salary by contribution assumption: employee only about $78,471 at 4% or $52,314 at 6%; with 50% employer match about $52,314 at 4% or $34,876 at 6%; with 100% employer match about $39,236 at 4% or $26,157 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-0$62--
2021213$347,414$54,541$4,195iApproximate average salary by contribution assumption: employee only about $104,887 at 4% or $69,924 at 6%; with 50% employer match about $69,924 at 4% or $46,616 at 6%; with 100% employer match about $52,443 at 4% or $34,962 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-13$347,352$54,541$4,195iApproximate average salary by contribution assumption: employee only about $104,887 at 4% or $69,924 at 6%; with 50% employer match about $69,924 at 4% or $46,616 at 6%; with 100% employer match about $52,443 at 4% or $34,962 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-0$62--
2020215$303,754$48,042$3,203iApproximate average salary by contribution assumption: employee only about $80,070 at 4% or $53,380 at 6%; with 50% employer match about $53,380 at 4% or $35,587 at 6%; with 100% employer match about $40,035 at 4% or $26,690 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-15$301,314$48,042$3,203iApproximate average salary by contribution assumption: employee only about $80,070 at 4% or $53,380 at 6%; with 50% employer match about $53,380 at 4% or $35,587 at 6%; with 100% employer match about $40,035 at 4% or $26,690 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-0$2,440--
2019217$264,781$39,380$2,316iApproximate average salary by contribution assumption: employee only about $57,912 at 4% or $38,608 at 6%; with 50% employer match about $38,608 at 4% or $25,739 at 6%; with 100% employer match about $28,956 at 4% or $19,304 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-17$236,452$39,380$2,316iApproximate average salary by contribution assumption: employee only about $57,912 at 4% or $38,608 at 6%; with 50% employer match about $38,608 at 4% or $25,739 at 6%; with 100% employer match about $28,956 at 4% or $19,304 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-2$28,329--
2018229$267,103$472,029$16,277iApproximate average salary by contribution assumption: employee only about $406,922 at 4% or $271,281 at 6%; with 50% employer match about $271,281 at 4% or $180,854 at 6%; with 100% employer match about $203,461 at 4% or $135,641 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-13$166,103$26,716$2,055iApproximate average salary by contribution assumption: employee only about $51,377 at 4% or $34,251 at 6%; with 50% employer match about $34,251 at 4% or $22,834 at 6%; with 100% employer match about $25,688 at 4% or $17,126 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-29$101,000$445,313$15,356iApproximate average salary by contribution assumption: employee only about $383,891 at 4% or $255,927 at 6%; with 50% employer match about $255,927 at 4% or $170,618 at 6%; with 100% employer match about $191,945 at 4% or $127,964 at 6%.
2017223$1,081,936$375,041$16,306iApproximate average salary by contribution assumption: employee only about $407,653 at 4% or $271,769 at 6%; with 50% employer match about $271,769 at 4% or $181,179 at 6%; with 100% employer match about $203,827 at 4% or $135,884 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-23$906,625$354,733$15,423iApproximate average salary by contribution assumption: employee only about $385,579 at 4% or $257,053 at 6%; with 50% employer match about $257,053 at 4% or $171,369 at 6%; with 100% employer match about $192,790 at 4% or $128,526 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-15$175,311$20,308$1,354iApproximate average salary by contribution assumption: employee only about $33,847 at 4% or $22,564 at 6%; with 50% employer match about $22,564 at 4% or $15,043 at 6%; with 100% employer match about $16,923 at 4% or $11,282 at 6%.
2016223$1,215,879$334,197$14,530iApproximate average salary by contribution assumption: employee only about $363,258 at 4% or $242,172 at 6%; with 50% employer match about $242,172 at 4% or $161,448 at 6%; with 100% employer match about $181,629 at 4% or $121,086 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-23$1,080,938$325,222$14,140iApproximate average salary by contribution assumption: employee only about $353,502 at 4% or $235,668 at 6%; with 50% employer match about $235,668 at 4% or $157,112 at 6%; with 100% employer match about $176,751 at 4% or $117,834 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-10$134,941$8,975$898iApproximate average salary by contribution assumption: employee only about $22,438 at 4% or $14,958 at 6%; with 50% employer match about $14,958 at 4% or $9,972 at 6%; with 100% employer match about $11,219 at 4% or $7,479 at 6%.
2015219$1,060,436$283,139$14,902iApproximate average salary by contribution assumption: employee only about $372,551 at 4% or $248,368 at 6%; with 50% employer match about $248,368 at 4% or $165,578 at 6%; with 100% employer match about $186,276 at 4% or $124,184 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-19$892,188$266,367$14,019iApproximate average salary by contribution assumption: employee only about $350,483 at 4% or $233,655 at 6%; with 50% employer match about $233,655 at 4% or $155,770 at 6%; with 100% employer match about $175,241 at 4% or $116,828 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-13$168,248$16,772$1,290iApproximate average salary by contribution assumption: employee only about $32,254 at 4% or $21,503 at 6%; with 50% employer match about $21,503 at 4% or $14,335 at 6%; with 100% employer match about $16,127 at 4% or $10,751 at 6%.
2014219$1,553,217$294,036$15,476iApproximate average salary by contribution assumption: employee only about $386,889 at 4% or $257,926 at 6%; with 50% employer match about $257,926 at 4% or $171,951 at 6%; with 100% employer match about $193,445 at 4% or $128,963 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-19$1,183,125$253,239$13,328iApproximate average salary by contribution assumption: employee only about $333,209 at 4% or $222,139 at 6%; with 50% employer match about $222,139 at 4% or $148,093 at 6%; with 100% employer match about $166,605 at 4% or $111,070 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-19$370,092$40,797$2,147iApproximate average salary by contribution assumption: employee only about $53,680 at 4% or $35,787 at 6%; with 50% employer match about $35,787 at 4% or $23,858 at 6%; with 100% employer match about $26,840 at 4% or $17,893 at 6%.
2013230$1,697,440$441,618$14,721iApproximate average salary by contribution assumption: employee only about $368,015 at 4% or $245,343 at 6%; with 50% employer match about $245,343 at 4% or $163,562 at 6%; with 100% employer match about $184,008 at 4% or $122,672 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-30$1,326,875$388,666$12,956iApproximate average salary by contribution assumption: employee only about $323,888 at 4% or $215,926 at 6%; with 50% employer match about $215,926 at 4% or $143,950 at 6%; with 100% employer match about $161,944 at 4% or $107,963 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-27$370,565$52,952$1,961iApproximate average salary by contribution assumption: employee only about $49,030 at 4% or $32,686 at 6%; with 50% employer match about $32,686 at 4% or $21,791 at 6%; with 100% employer match about $24,515 at 4% or $16,343 at 6%.
2012227$2,238,219$414,638$15,357iApproximate average salary by contribution assumption: employee only about $383,924 at 4% or $255,949 at 6%; with 50% employer match about $255,949 at 4% or $170,633 at 6%; with 100% employer match about $191,962 at 4% or $127,975 at 6%.
Investment Retrievers Inc. Employee Stock Ownership Plan-27$1,975,313$367,001$13,593iApproximate average salary by contribution assumption: employee only about $339,816 at 4% or $226,544 at 6%; with 50% employer match about $226,544 at 4% or $151,029 at 6%; with 100% employer match about $169,908 at 4% or $113,272 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-22$262,906$47,637$2,165iApproximate average salary by contribution assumption: employee only about $54,133 at 4% or $36,089 at 6%; with 50% employer match about $36,089 at 4% or $24,059 at 6%; with 100% employer match about $27,066 at 4% or $18,044 at 6%.
2011123$210,988$28,791$1,252iApproximate average salary by contribution assumption: employee only about $31,295 at 4% or $20,863 at 6%; with 50% employer match about $20,863 at 4% or $13,909 at 6%; with 100% employer match about $15,647 at 4% or $10,432 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-23$210,988$28,791$1,252iApproximate average salary by contribution assumption: employee only about $31,295 at 4% or $20,863 at 6%; with 50% employer match about $20,863 at 4% or $13,909 at 6%; with 100% employer match about $15,647 at 4% or $10,432 at 6%.
2010121$215,881$14,452$688iApproximate average salary by contribution assumption: employee only about $17,205 at 4% or $11,470 at 6%; with 50% employer match about $11,470 at 4% or $7,647 at 6%; with 100% employer match about $8,602 at 4% or $5,735 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-21$215,881$14,452$688iApproximate average salary by contribution assumption: employee only about $17,205 at 4% or $11,470 at 6%; with 50% employer match about $11,470 at 4% or $7,647 at 6%; with 100% employer match about $8,602 at 4% or $5,735 at 6%.
2009122$188,825$13,805$628iApproximate average salary by contribution assumption: employee only about $15,688 at 4% or $10,458 at 6%; with 50% employer match about $10,458 at 4% or $6,972 at 6%; with 100% employer match about $7,844 at 4% or $5,229 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-22$188,825$13,805$628iApproximate average salary by contribution assumption: employee only about $15,688 at 4% or $10,458 at 6%; with 50% employer match about $10,458 at 4% or $6,972 at 6%; with 100% employer match about $7,844 at 4% or $5,229 at 6%.
2008121$128,491$29,807$1,419iApproximate average salary by contribution assumption: employee only about $35,485 at 4% or $23,656 at 6%; with 50% employer match about $23,656 at 4% or $15,771 at 6%; with 100% employer match about $17,742 at 4% or $11,828 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-21$128,491$29,807$1,419iApproximate average salary by contribution assumption: employee only about $35,485 at 4% or $23,656 at 6%; with 50% employer match about $23,656 at 4% or $15,771 at 6%; with 100% employer match about $17,742 at 4% or $11,828 at 6%.
200719$196,570$30,244$3,360iApproximate average salary by contribution assumption: employee only about $84,011 at 4% or $56,007 at 6%; with 50% employer match about $56,007 at 4% or $37,338 at 6%; with 100% employer match about $42,006 at 4% or $28,004 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-9$196,570$30,244$3,360iApproximate average salary by contribution assumption: employee only about $84,011 at 4% or $56,007 at 6%; with 50% employer match about $56,007 at 4% or $37,338 at 6%; with 100% employer match about $42,006 at 4% or $28,004 at 6%.
200619$216,439$38,898$4,322iApproximate average salary by contribution assumption: employee only about $108,050 at 4% or $72,033 at 6%; with 50% employer match about $72,033 at 4% or $48,022 at 6%; with 100% employer match about $54,025 at 4% or $36,017 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-9$216,439$38,898$4,322iApproximate average salary by contribution assumption: employee only about $108,050 at 4% or $72,033 at 6%; with 50% employer match about $72,033 at 4% or $48,022 at 6%; with 100% employer match about $54,025 at 4% or $36,017 at 6%.
2005110$176,206$175,363$17,536iApproximate average salary by contribution assumption: employee only about $438,408 at 4% or $292,272 at 6%; with 50% employer match about $292,272 at 4% or $194,848 at 6%; with 100% employer match about $219,204 at 4% or $146,136 at 6%.
INVESTMENT RETRIEVERS INC 401K PROFIT SHARING PLAN-10$176,206$175,363$17,536iApproximate average salary by contribution assumption: employee only about $438,408 at 4% or $292,272 at 6%; with 50% employer match about $292,272 at 4% or $194,848 at 6%; with 100% employer match about $219,204 at 4% or $146,136 at 6%.