Civic Intelligence

Insite Realty Advisors LLC

Plan context: Insite Realty Advisors LLC 401(K) & Profit Sharing

EIN 80-0707907 • Newport Beach, CA • 12 filings • 1 plans

5000 Birch St.Ste 400Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$324,180

2024 Contributions

$198

Historical Graphs

Total Assets Over Time

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

$324,180$162,090$0201320192024YearValue
$324,180Latest year 2024

Participants Over Time

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

630201320192024YearValue
4Latest 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
202414$324,180$0-
Insite Realty Advisors LLC 401(K) & Profit Sharing-4$324,180--
202314$281,123$0-
Insite Realty Advisors LLC 401(K) & Profit Sharing-4$281,123--
202214$237,110$0-
Insite Realty Advisors LLC 401(K) & Profit Sharing-4$237,110--
202114$292,982$0-
Insite Realty Advisors LLC 401(K) & Profit Sharing-4$292,982--
202014$253,841$0-
Insite Realty Advisors LLC 401(K) & Profit Sharing-4$253,841--
201914$214,879$0-
Insite Realty Advisors LLC 401(K) & Profit Sharing-4$214,879--
201814$175,107$198$50iApproximate average salary by contribution assumption: employee only about $1,238 at 4% or $825 at 6%; with 50% employer match about $825 at 4% or $550 at 6%; with 100% employer match about $619 at 4% or $413 at 6%.
Insite Realty Advisors LLC 401(K) & Profit Sharing-4$175,107$198$50iApproximate average salary by contribution assumption: employee only about $1,238 at 4% or $825 at 6%; with 50% employer match about $825 at 4% or $550 at 6%; with 100% employer match about $619 at 4% or $413 at 6%.
201715$186,546$6,534$1,307iApproximate average salary by contribution assumption: employee only about $32,670 at 4% or $21,780 at 6%; with 50% employer match about $21,780 at 4% or $14,520 at 6%; with 100% employer match about $16,335 at 4% or $10,890 at 6%.
Insite Realty Advisors LLC 401(K) & Profit Sharing-5$186,546$6,534$1,307iApproximate average salary by contribution assumption: employee only about $32,670 at 4% or $21,780 at 6%; with 50% employer match about $21,780 at 4% or $14,520 at 6%; with 100% employer match about $16,335 at 4% or $10,890 at 6%.
201616$157,450$26,884$4,481iApproximate average salary by contribution assumption: employee only about $112,017 at 4% or $74,678 at 6%; with 50% employer match about $74,678 at 4% or $49,785 at 6%; with 100% employer match about $56,008 at 4% or $37,339 at 6%.
Insite Realty Advisors LLC 401(K) & Profit Sharing-6$157,450$26,884$4,481iApproximate average salary by contribution assumption: employee only about $112,017 at 4% or $74,678 at 6%; with 50% employer match about $74,678 at 4% or $49,785 at 6%; with 100% employer match about $56,008 at 4% or $37,339 at 6%.
201516$121,463$21,660$3,610iApproximate average salary by contribution assumption: employee only about $90,250 at 4% or $60,167 at 6%; with 50% employer match about $60,167 at 4% or $40,111 at 6%; with 100% employer match about $45,125 at 4% or $30,083 at 6%.
Insite Realty Advisors LLC 401(K) & Profit Sharing-6$121,463$21,660$3,610iApproximate average salary by contribution assumption: employee only about $90,250 at 4% or $60,167 at 6%; with 50% employer match about $60,167 at 4% or $40,111 at 6%; with 100% employer match about $45,125 at 4% or $30,083 at 6%.
201413$99,997$15,121$5,040iApproximate average salary by contribution assumption: employee only about $126,008 at 4% or $84,006 at 6%; with 50% employer match about $84,006 at 4% or $56,004 at 6%; with 100% employer match about $63,004 at 4% or $42,003 at 6%.
Insite Realty Advisors LLC 401(K) & Profit Sharing-3$99,997$15,121$5,040iApproximate average salary by contribution assumption: employee only about $126,008 at 4% or $84,006 at 6%; with 50% employer match about $84,006 at 4% or $56,004 at 6%; with 100% employer match about $63,004 at 4% or $42,003 at 6%.
201314$101,967$16,644$4,161iApproximate average salary by contribution assumption: employee only about $104,025 at 4% or $69,350 at 6%; with 50% employer match about $69,350 at 4% or $46,233 at 6%; with 100% employer match about $52,013 at 4% or $34,675 at 6%.
Insite Realty Advisors LLC 401(K) & Profit Sharing-4$101,967$16,644$4,161iApproximate average salary by contribution assumption: employee only about $104,025 at 4% or $69,350 at 6%; with 50% employer match about $69,350 at 4% or $46,233 at 6%; with 100% employer match about $52,013 at 4% or $34,675 at 6%.