Innovative Strategies Incorporated
Plan context: Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust
EIN 76-0386949 • Houston, TX • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$9,942,013
2024 Contributions
$378,123
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 28 | $9,942,013 | $378,123 | $13,504iApproximate average salary by contribution assumption: employee only about $337,610 at 4% or $225,073 at 6%; with 50% employer match about $225,073 at 4% or $150,049 at 6%; with 100% employer match about $168,805 at 4% or $112,537 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 28 | $9,942,013 | $378,123 | $13,504iApproximate average salary by contribution assumption: employee only about $337,610 at 4% or $225,073 at 6%; with 50% employer match about $225,073 at 4% or $150,049 at 6%; with 100% employer match about $168,805 at 4% or $112,537 at 6%. |
| 2023 | 1 | 24 | $8,733,749 | $418,637 | $17,443iApproximate average salary by contribution assumption: employee only about $436,080 at 4% or $290,720 at 6%; with 50% employer match about $290,720 at 4% or $193,813 at 6%; with 100% employer match about $218,040 at 4% or $145,360 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 24 | $8,733,749 | $418,637 | $17,443iApproximate average salary by contribution assumption: employee only about $436,080 at 4% or $290,720 at 6%; with 50% employer match about $290,720 at 4% or $193,813 at 6%; with 100% employer match about $218,040 at 4% or $145,360 at 6%. |
| 2022 | 1 | 31 | $7,477,735 | $378,558 | $12,212iApproximate average salary by contribution assumption: employee only about $305,289 at 4% or $203,526 at 6%; with 50% employer match about $203,526 at 4% or $135,684 at 6%; with 100% employer match about $152,644 at 4% or $101,763 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 31 | $7,477,735 | $378,558 | $12,212iApproximate average salary by contribution assumption: employee only about $305,289 at 4% or $203,526 at 6%; with 50% employer match about $203,526 at 4% or $135,684 at 6%; with 100% employer match about $152,644 at 4% or $101,763 at 6%. |
| 2021 | 1 | 25 | $8,514,864 | $344,072 | $13,763iApproximate average salary by contribution assumption: employee only about $344,072 at 4% or $229,381 at 6%; with 50% employer match about $229,381 at 4% or $152,921 at 6%; with 100% employer match about $172,036 at 4% or $114,691 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 25 | $8,514,864 | $344,072 | $13,763iApproximate average salary by contribution assumption: employee only about $344,072 at 4% or $229,381 at 6%; with 50% employer match about $229,381 at 4% or $152,921 at 6%; with 100% employer match about $172,036 at 4% or $114,691 at 6%. |
| 2020 | 1 | 27 | $7,159,665 | $312,597 | $11,578iApproximate average salary by contribution assumption: employee only about $289,442 at 4% or $192,961 at 6%; with 50% employer match about $192,961 at 4% or $128,641 at 6%; with 100% employer match about $144,721 at 4% or $96,481 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 27 | $7,159,665 | $312,597 | $11,578iApproximate average salary by contribution assumption: employee only about $289,442 at 4% or $192,961 at 6%; with 50% employer match about $192,961 at 4% or $128,641 at 6%; with 100% employer match about $144,721 at 4% or $96,481 at 6%. |
| 2019 | 1 | 31 | $6,365,048 | $314,386 | $10,141iApproximate average salary by contribution assumption: employee only about $253,537 at 4% or $169,025 at 6%; with 50% employer match about $169,025 at 4% or $112,683 at 6%; with 100% employer match about $126,769 at 4% or $84,512 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 31 | $6,365,048 | $314,386 | $10,141iApproximate average salary by contribution assumption: employee only about $253,537 at 4% or $169,025 at 6%; with 50% employer match about $169,025 at 4% or $112,683 at 6%; with 100% employer match about $126,769 at 4% or $84,512 at 6%. |
| 2018 | 1 | 35 | $5,043,141 | $396,347 | $11,324iApproximate average salary by contribution assumption: employee only about $283,105 at 4% or $188,737 at 6%; with 50% employer match about $188,737 at 4% or $125,824 at 6%; with 100% employer match about $141,553 at 4% or $94,368 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 35 | $5,043,141 | $396,347 | $11,324iApproximate average salary by contribution assumption: employee only about $283,105 at 4% or $188,737 at 6%; with 50% employer match about $188,737 at 4% or $125,824 at 6%; with 100% employer match about $141,553 at 4% or $94,368 at 6%. |
| 2017 | 1 | 34 | $6,178,597 | $326,959 | $9,616iApproximate average salary by contribution assumption: employee only about $240,411 at 4% or $160,274 at 6%; with 50% employer match about $160,274 at 4% or $106,849 at 6%; with 100% employer match about $120,206 at 4% or $80,137 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 34 | $6,178,597 | $326,959 | $9,616iApproximate average salary by contribution assumption: employee only about $240,411 at 4% or $160,274 at 6%; with 50% employer match about $160,274 at 4% or $106,849 at 6%; with 100% employer match about $120,206 at 4% or $80,137 at 6%. |
| 2016 | 1 | 37 | $5,079,025 | $341,848 | $9,239iApproximate average salary by contribution assumption: employee only about $230,978 at 4% or $153,986 at 6%; with 50% employer match about $153,986 at 4% or $102,657 at 6%; with 100% employer match about $115,489 at 4% or $76,993 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 37 | $5,079,025 | $341,848 | $9,239iApproximate average salary by contribution assumption: employee only about $230,978 at 4% or $153,986 at 6%; with 50% employer match about $153,986 at 4% or $102,657 at 6%; with 100% employer match about $115,489 at 4% or $76,993 at 6%. |
| 2015 | 1 | 35 | $4,226,904 | $327,642 | $9,361iApproximate average salary by contribution assumption: employee only about $234,030 at 4% or $156,020 at 6%; with 50% employer match about $156,020 at 4% or $104,013 at 6%; with 100% employer match about $117,015 at 4% or $78,010 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 35 | $4,226,904 | $327,642 | $9,361iApproximate average salary by contribution assumption: employee only about $234,030 at 4% or $156,020 at 6%; with 50% employer match about $156,020 at 4% or $104,013 at 6%; with 100% employer match about $117,015 at 4% or $78,010 at 6%. |
| 2014 | 1 | 32 | $4,371,629 | $343,695 | $10,740iApproximate average salary by contribution assumption: employee only about $268,512 at 4% or $179,008 at 6%; with 50% employer match about $179,008 at 4% or $119,339 at 6%; with 100% employer match about $134,256 at 4% or $89,504 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 32 | $4,371,629 | $343,695 | $10,740iApproximate average salary by contribution assumption: employee only about $268,512 at 4% or $179,008 at 6%; with 50% employer match about $179,008 at 4% or $119,339 at 6%; with 100% employer match about $134,256 at 4% or $89,504 at 6%. |
| 2013 | 1 | 28 | $4,301,607 | $306,858 | $10,959iApproximate average salary by contribution assumption: employee only about $273,980 at 4% or $182,654 at 6%; with 50% employer match about $182,654 at 4% or $121,769 at 6%; with 100% employer match about $136,990 at 4% or $91,327 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 28 | $4,301,607 | $306,858 | $10,959iApproximate average salary by contribution assumption: employee only about $273,980 at 4% or $182,654 at 6%; with 50% employer match about $182,654 at 4% or $121,769 at 6%; with 100% employer match about $136,990 at 4% or $91,327 at 6%. |
| 2012 | 1 | 25 | $3,496,372 | $253,729 | $10,149iApproximate average salary by contribution assumption: employee only about $253,729 at 4% or $169,153 at 6%; with 50% employer match about $169,153 at 4% or $112,768 at 6%; with 100% employer match about $126,865 at 4% or $84,576 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 25 | $3,496,372 | $253,729 | $10,149iApproximate average salary by contribution assumption: employee only about $253,729 at 4% or $169,153 at 6%; with 50% employer match about $169,153 at 4% or $112,768 at 6%; with 100% employer match about $126,865 at 4% or $84,576 at 6%. |
| 2011 | 1 | 24 | $3,344,799 | $200,971 | $8,374iApproximate average salary by contribution assumption: employee only about $209,345 at 4% or $139,563 at 6%; with 50% employer match about $139,563 at 4% or $93,042 at 6%; with 100% employer match about $104,672 at 4% or $69,782 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 24 | $3,344,799 | $200,971 | $8,374iApproximate average salary by contribution assumption: employee only about $209,345 at 4% or $139,563 at 6%; with 50% employer match about $139,563 at 4% or $93,042 at 6%; with 100% employer match about $104,672 at 4% or $69,782 at 6%. |
| 2010 | 1 | 24 | $3,316,422 | $223,732 | $9,322iApproximate average salary by contribution assumption: employee only about $233,054 at 4% or $155,369 at 6%; with 50% employer match about $155,369 at 4% or $103,580 at 6%; with 100% employer match about $116,527 at 4% or $77,685 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 24 | $3,316,422 | $223,732 | $9,322iApproximate average salary by contribution assumption: employee only about $233,054 at 4% or $155,369 at 6%; with 50% employer match about $155,369 at 4% or $103,580 at 6%; with 100% employer match about $116,527 at 4% or $77,685 at 6%. |
| 2009 | 1 | 23 | $2,668,086 | $130,247 | $5,663iApproximate average salary by contribution assumption: employee only about $141,573 at 4% or $94,382 at 6%; with 50% employer match about $94,382 at 4% or $62,921 at 6%; with 100% employer match about $70,786 at 4% or $47,191 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 23 | $2,668,086 | $130,247 | $5,663iApproximate average salary by contribution assumption: employee only about $141,573 at 4% or $94,382 at 6%; with 50% employer match about $94,382 at 4% or $62,921 at 6%; with 100% employer match about $70,786 at 4% or $47,191 at 6%. |
| 2008 | 1 | 17 | $1,947,721 | $220,428 | $12,966iApproximate average salary by contribution assumption: employee only about $324,159 at 4% or $216,106 at 6%; with 50% employer match about $216,106 at 4% or $144,071 at 6%; with 100% employer match about $162,079 at 4% or $108,053 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 17 | $1,947,721 | $220,428 | $12,966iApproximate average salary by contribution assumption: employee only about $324,159 at 4% or $216,106 at 6%; with 50% employer match about $216,106 at 4% or $144,071 at 6%; with 100% employer match about $162,079 at 4% or $108,053 at 6%. |
| 2007 | 1 | 15 | $2,422,113 | $243,991 | $16,266iApproximate average salary by contribution assumption: employee only about $406,652 at 4% or $271,101 at 6%; with 50% employer match about $271,101 at 4% or $180,734 at 6%; with 100% employer match about $203,326 at 4% or $135,551 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 15 | $2,422,113 | $243,991 | $16,266iApproximate average salary by contribution assumption: employee only about $406,652 at 4% or $271,101 at 6%; with 50% employer match about $271,101 at 4% or $180,734 at 6%; with 100% employer match about $203,326 at 4% or $135,551 at 6%. |
| 2006 | 1 | 14 | $2,453,345 | $240,530 | $17,181iApproximate average salary by contribution assumption: employee only about $429,518 at 4% or $286,345 at 6%; with 50% employer match about $286,345 at 4% or $190,897 at 6%; with 100% employer match about $214,759 at 4% or $143,173 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 14 | $2,453,345 | $240,530 | $17,181iApproximate average salary by contribution assumption: employee only about $429,518 at 4% or $286,345 at 6%; with 50% employer match about $286,345 at 4% or $190,897 at 6%; with 100% employer match about $214,759 at 4% or $143,173 at 6%. |
| 2005 | 1 | 17 | $1,997,273 | $247,045 | $14,532iApproximate average salary by contribution assumption: employee only about $363,301 at 4% or $242,201 at 6%; with 50% employer match about $242,201 at 4% or $161,467 at 6%; with 100% employer match about $181,651 at 4% or $121,100 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 17 | $1,997,273 | $247,045 | $14,532iApproximate average salary by contribution assumption: employee only about $363,301 at 4% or $242,201 at 6%; with 50% employer match about $242,201 at 4% or $161,467 at 6%; with 100% employer match about $181,651 at 4% or $121,100 at 6%. |
| 2004 | 1 | 16 | $1,702,214 | $257,747 | $16,109iApproximate average salary by contribution assumption: employee only about $402,730 at 4% or $268,486 at 6%; with 50% employer match about $268,486 at 4% or $178,991 at 6%; with 100% employer match about $201,365 at 4% or $134,243 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 16 | $1,702,214 | $257,747 | $16,109iApproximate average salary by contribution assumption: employee only about $402,730 at 4% or $268,486 at 6%; with 50% employer match about $268,486 at 4% or $178,991 at 6%; with 100% employer match about $201,365 at 4% or $134,243 at 6%. |
| 2003 | 1 | 17 | $1,455,872 | $112,666 | $6,627iApproximate average salary by contribution assumption: employee only about $165,685 at 4% or $110,457 at 6%; with 50% employer match about $110,457 at 4% or $73,638 at 6%; with 100% employer match about $82,843 at 4% or $55,228 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 17 | $1,455,872 | $112,666 | $6,627iApproximate average salary by contribution assumption: employee only about $165,685 at 4% or $110,457 at 6%; with 50% employer match about $110,457 at 4% or $73,638 at 6%; with 100% employer match about $82,843 at 4% or $55,228 at 6%. |
| 2002 | 1 | 19 | $1,240,928 | $109,232 | $5,749iApproximate average salary by contribution assumption: employee only about $143,726 at 4% or $95,818 at 6%; with 50% employer match about $95,818 at 4% or $63,878 at 6%; with 100% employer match about $71,863 at 4% or $47,909 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 19 | $1,240,928 | $109,232 | $5,749iApproximate average salary by contribution assumption: employee only about $143,726 at 4% or $95,818 at 6%; with 50% employer match about $95,818 at 4% or $63,878 at 6%; with 100% employer match about $71,863 at 4% or $47,909 at 6%. |
| 2001 | 1 | 25 | $1,266,229 | $287,394 | $11,496iApproximate average salary by contribution assumption: employee only about $287,394 at 4% or $191,596 at 6%; with 50% employer match about $191,596 at 4% or $127,731 at 6%; with 100% employer match about $143,697 at 4% or $95,798 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 25 | $1,266,229 | $287,394 | $11,496iApproximate average salary by contribution assumption: employee only about $287,394 at 4% or $191,596 at 6%; with 50% employer match about $191,596 at 4% or $127,731 at 6%; with 100% employer match about $143,697 at 4% or $95,798 at 6%. |
| 2000 | 1 | 30 | $1,050,846 | $250,366 | $8,346iApproximate average salary by contribution assumption: employee only about $208,638 at 4% or $139,092 at 6%; with 50% employer match about $139,092 at 4% or $92,728 at 6%; with 100% employer match about $104,319 at 4% or $69,546 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 30 | $1,050,846 | $250,366 | $8,346iApproximate average salary by contribution assumption: employee only about $208,638 at 4% or $139,092 at 6%; with 50% employer match about $139,092 at 4% or $92,728 at 6%; with 100% employer match about $104,319 at 4% or $69,546 at 6%. |
| 1999 | 1 | 34 | $991,049 | $180,201 | $5,300iApproximate average salary by contribution assumption: employee only about $132,501 at 4% or $88,334 at 6%; with 50% employer match about $88,334 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%. |
| Innovative Strategies Incorporated 401(K) Profit Sharing Plan and Trust | - | 34 | $991,049 | $180,201 | $5,300iApproximate average salary by contribution assumption: employee only about $132,501 at 4% or $88,334 at 6%; with 50% employer match about $88,334 at 4% or $58,889 at 6%; with 100% employer match about $66,250 at 4% or $44,167 at 6%. |