Civic Intelligence

Investors Capital Group LLC

Plan context: Investors Capital Group 401(K) Plan

EIN 74-3040839 • Seattle, WA • 17 filings • 1 plans

901 Fifth AvenueSuite 4100Seattle, WA 98164
Current Snapshot

Latest Year

2025

2025 Participants

29

2025 Assets

$7,022,189

2025 Contributions

$535,937

Historical Graphs

Total Assets Over Time

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

$7,022,189$3,511,095$0200920172025YearValue
$7,022,189Latest year 2025

Participants Over Time

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

29150200920172025YearValue
29Latest 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
2025129$7,022,189$535,937$18,481iApproximate average salary by contribution assumption: employee only about $462,015 at 4% or $308,010 at 6%; with 50% employer match about $308,010 at 4% or $205,340 at 6%; with 100% employer match about $231,007 at 4% or $154,005 at 6%.
Investors Capital Group 401(K) Plan-29$7,022,189$535,937$18,481iApproximate average salary by contribution assumption: employee only about $462,015 at 4% or $308,010 at 6%; with 50% employer match about $308,010 at 4% or $205,340 at 6%; with 100% employer match about $231,007 at 4% or $154,005 at 6%.
2024128$5,793,246$490,687$17,525iApproximate average salary by contribution assumption: employee only about $438,113 at 4% or $292,076 at 6%; with 50% employer match about $292,076 at 4% or $194,717 at 6%; with 100% employer match about $219,057 at 4% or $146,038 at 6%.
Investors Capital Group 401(K) Plan-28$5,793,246$490,687$17,525iApproximate average salary by contribution assumption: employee only about $438,113 at 4% or $292,076 at 6%; with 50% employer match about $292,076 at 4% or $194,717 at 6%; with 100% employer match about $219,057 at 4% or $146,038 at 6%.
2023128$4,768,895$419,413$14,979iApproximate average salary by contribution assumption: employee only about $374,476 at 4% or $249,651 at 6%; with 50% employer match about $249,651 at 4% or $166,434 at 6%; with 100% employer match about $187,238 at 4% or $124,825 at 6%.
Investors Capital Group 401(K) Plan-28$4,768,895$419,413$14,979iApproximate average salary by contribution assumption: employee only about $374,476 at 4% or $249,651 at 6%; with 50% employer match about $249,651 at 4% or $166,434 at 6%; with 100% employer match about $187,238 at 4% or $124,825 at 6%.
2022127$3,914,290$384,801$14,252iApproximate average salary by contribution assumption: employee only about $356,297 at 4% or $237,531 at 6%; with 50% employer match about $237,531 at 4% or $158,354 at 6%; with 100% employer match about $178,149 at 4% or $118,766 at 6%.
Investors Capital Group 401(K) Plan-27$3,914,290$384,801$14,252iApproximate average salary by contribution assumption: employee only about $356,297 at 4% or $237,531 at 6%; with 50% employer match about $237,531 at 4% or $158,354 at 6%; with 100% employer match about $178,149 at 4% or $118,766 at 6%.
2021126$4,222,269$385,856$14,841iApproximate average salary by contribution assumption: employee only about $371,015 at 4% or $247,344 at 6%; with 50% employer match about $247,344 at 4% or $164,896 at 6%; with 100% employer match about $185,508 at 4% or $123,672 at 6%.
Investors Capital Group 401(K) Plan-26$4,222,269$385,856$14,841iApproximate average salary by contribution assumption: employee only about $371,015 at 4% or $247,344 at 6%; with 50% employer match about $247,344 at 4% or $164,896 at 6%; with 100% employer match about $185,508 at 4% or $123,672 at 6%.
2020128$3,692,884$364,347$13,012iApproximate average salary by contribution assumption: employee only about $325,310 at 4% or $216,873 at 6%; with 50% employer match about $216,873 at 4% or $144,582 at 6%; with 100% employer match about $162,655 at 4% or $108,437 at 6%.
Investors Capital Group 401(K) Plan-28$3,692,884$364,347$13,012iApproximate average salary by contribution assumption: employee only about $325,310 at 4% or $216,873 at 6%; with 50% employer match about $216,873 at 4% or $144,582 at 6%; with 100% employer match about $162,655 at 4% or $108,437 at 6%.
2019127$3,210,365$339,245$12,565iApproximate average salary by contribution assumption: employee only about $314,116 at 4% or $209,410 at 6%; with 50% employer match about $209,410 at 4% or $139,607 at 6%; with 100% employer match about $157,058 at 4% or $104,705 at 6%.
Investors Capital Group 401(K) Plan-27$3,210,365$339,245$12,565iApproximate average salary by contribution assumption: employee only about $314,116 at 4% or $209,410 at 6%; with 50% employer match about $209,410 at 4% or $139,607 at 6%; with 100% employer match about $157,058 at 4% or $104,705 at 6%.
2018128$2,419,930$333,212$11,900iApproximate average salary by contribution assumption: employee only about $297,511 at 4% or $198,340 at 6%; with 50% employer match about $198,340 at 4% or $132,227 at 6%; with 100% employer match about $148,755 at 4% or $99,170 at 6%.
Investors Capital Group 401(K) Plan-28$2,419,930$333,212$11,900iApproximate average salary by contribution assumption: employee only about $297,511 at 4% or $198,340 at 6%; with 50% employer match about $198,340 at 4% or $132,227 at 6%; with 100% employer match about $148,755 at 4% or $99,170 at 6%.
2017125$2,269,393$319,625$12,785iApproximate average salary by contribution assumption: employee only about $319,625 at 4% or $213,083 at 6%; with 50% employer match about $213,083 at 4% or $142,056 at 6%; with 100% employer match about $159,813 at 4% or $106,542 at 6%.
Investors Capital Group 401(K) Plan-25$2,269,393$319,625$12,785iApproximate average salary by contribution assumption: employee only about $319,625 at 4% or $213,083 at 6%; with 50% employer match about $213,083 at 4% or $142,056 at 6%; with 100% employer match about $159,813 at 4% or $106,542 at 6%.
2016123$1,662,887$268,089$11,656iApproximate average salary by contribution assumption: employee only about $291,401 at 4% or $194,267 at 6%; with 50% employer match about $194,267 at 4% or $129,512 at 6%; with 100% employer match about $145,701 at 4% or $97,134 at 6%.
Investors Capital Group 401(K) Plan-23$1,662,887$268,089$11,656iApproximate average salary by contribution assumption: employee only about $291,401 at 4% or $194,267 at 6%; with 50% employer match about $194,267 at 4% or $129,512 at 6%; with 100% employer match about $145,701 at 4% or $97,134 at 6%.
2015126$1,734,362$369,260$14,202iApproximate average salary by contribution assumption: employee only about $355,058 at 4% or $236,705 at 6%; with 50% employer match about $236,705 at 4% or $157,803 at 6%; with 100% employer match about $177,529 at 4% or $118,353 at 6%.
Investors Capital Group 401(K) Plan-26$1,734,362$369,260$14,202iApproximate average salary by contribution assumption: employee only about $355,058 at 4% or $236,705 at 6%; with 50% employer match about $236,705 at 4% or $157,803 at 6%; with 100% employer match about $177,529 at 4% or $118,353 at 6%.
2014119$1,552,215$533,562$28,082iApproximate average salary by contribution assumption: employee only about $702,055 at 4% or $468,037 at 6%; with 50% employer match about $468,037 at 4% or $312,025 at 6%; with 100% employer match about $351,028 at 4% or $234,018 at 6%.
Investors Capital Group 401(K) Plan-19$1,552,215$533,562$28,082iApproximate average salary by contribution assumption: employee only about $702,055 at 4% or $468,037 at 6%; with 50% employer match about $468,037 at 4% or $312,025 at 6%; with 100% employer match about $351,028 at 4% or $234,018 at 6%.
2013110$1,019,848$111,907$11,191iApproximate average salary by contribution assumption: employee only about $279,768 at 4% or $186,512 at 6%; with 50% employer match about $186,512 at 4% or $124,341 at 6%; with 100% employer match about $139,884 at 4% or $93,256 at 6%.
Investors Capital Group 401(K) Plan-10$1,019,848$111,907$11,191iApproximate average salary by contribution assumption: employee only about $279,768 at 4% or $186,512 at 6%; with 50% employer match about $186,512 at 4% or $124,341 at 6%; with 100% employer match about $139,884 at 4% or $93,256 at 6%.
2012110$783,484$98,687$9,869iApproximate average salary by contribution assumption: employee only about $246,718 at 4% or $164,478 at 6%; with 50% employer match about $164,478 at 4% or $109,652 at 6%; with 100% employer match about $123,359 at 4% or $82,239 at 6%.
Investors Capital Group 401(K) Plan-10$783,484$98,687$9,869iApproximate average salary by contribution assumption: employee only about $246,718 at 4% or $164,478 at 6%; with 50% employer match about $164,478 at 4% or $109,652 at 6%; with 100% employer match about $123,359 at 4% or $82,239 at 6%.
2011110$621,892$77,970$7,797iApproximate average salary by contribution assumption: employee only about $194,925 at 4% or $129,950 at 6%; with 50% employer match about $129,950 at 4% or $86,633 at 6%; with 100% employer match about $97,463 at 4% or $64,975 at 6%.
Investors Capital Group 401(K) Plan-10$621,892$77,970$7,797iApproximate average salary by contribution assumption: employee only about $194,925 at 4% or $129,950 at 6%; with 50% employer match about $129,950 at 4% or $86,633 at 6%; with 100% employer match about $97,463 at 4% or $64,975 at 6%.
201018$557,875$193,310$24,164iApproximate average salary by contribution assumption: employee only about $604,094 at 4% or $402,729 at 6%; with 50% employer match about $402,729 at 4% or $268,486 at 6%; with 100% employer match about $302,047 at 4% or $201,365 at 6%.
Investors Capital Group 401(K) Plan-8$557,875$193,310$24,164iApproximate average salary by contribution assumption: employee only about $604,094 at 4% or $402,729 at 6%; with 50% employer match about $402,729 at 4% or $268,486 at 6%; with 100% employer match about $302,047 at 4% or $201,365 at 6%.
200918$335,475$62,753$7,844iApproximate average salary by contribution assumption: employee only about $196,103 at 4% or $130,735 at 6%; with 50% employer match about $130,735 at 4% or $87,157 at 6%; with 100% employer match about $98,052 at 4% or $65,368 at 6%.
Investors Capital Group 401(K) Plan-8$335,475$62,753$7,844iApproximate average salary by contribution assumption: employee only about $196,103 at 4% or $130,735 at 6%; with 50% employer match about $130,735 at 4% or $87,157 at 6%; with 100% employer match about $98,052 at 4% or $65,368 at 6%.