Civic Intelligence

Equity Management Inc.

Plan context: Equity Management Inc. Profit Sharing Plan

EIN 81-0474920 • Missoula, MT • 20 filings • 1 plans

PO Box 4906Missoula, MT 59806
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$4,082,786

2025 Contributions

$233,669

Historical Graphs

Total Assets Over Time

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

$4,082,786$2,041,393$0200620162025YearValue
$4,082,786Latest year 2025

Participants Over Time

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

29150200620162025YearValue
18Latest 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
2025118$4,082,786$233,669$12,982iApproximate average salary by contribution assumption: employee only about $324,540 at 4% or $216,360 at 6%; with 50% employer match about $216,360 at 4% or $144,240 at 6%; with 100% employer match about $162,270 at 4% or $108,180 at 6%.
Equity Management Inc. Profit Sharing Plan-18$4,082,786$233,669$12,982iApproximate average salary by contribution assumption: employee only about $324,540 at 4% or $216,360 at 6%; with 50% employer match about $216,360 at 4% or $144,240 at 6%; with 100% employer match about $162,270 at 4% or $108,180 at 6%.
2024118$3,594,861$201,232$11,180iApproximate average salary by contribution assumption: employee only about $279,489 at 4% or $186,326 at 6%; with 50% employer match about $186,326 at 4% or $124,217 at 6%; with 100% employer match about $139,744 at 4% or $93,163 at 6%.
Equity Management Inc. Profit Sharing Plan-18$3,594,861$201,232$11,180iApproximate average salary by contribution assumption: employee only about $279,489 at 4% or $186,326 at 6%; with 50% employer match about $186,326 at 4% or $124,217 at 6%; with 100% employer match about $139,744 at 4% or $93,163 at 6%.
2023116$3,403,680$180,180$11,261iApproximate average salary by contribution assumption: employee only about $281,531 at 4% or $187,688 at 6%; with 50% employer match about $187,688 at 4% or $125,125 at 6%; with 100% employer match about $140,766 at 4% or $93,844 at 6%.
Equity Management Inc. Profit Sharing Plan-16$3,403,680$180,180$11,261iApproximate average salary by contribution assumption: employee only about $281,531 at 4% or $187,688 at 6%; with 50% employer match about $187,688 at 4% or $125,125 at 6%; with 100% employer match about $140,766 at 4% or $93,844 at 6%.
2022115$2,875,407$197,352$13,157iApproximate average salary by contribution assumption: employee only about $328,920 at 4% or $219,280 at 6%; with 50% employer match about $219,280 at 4% or $146,187 at 6%; with 100% employer match about $164,460 at 4% or $109,640 at 6%.
Equity Management Inc. Profit Sharing Plan-15$2,875,407$197,352$13,157iApproximate average salary by contribution assumption: employee only about $328,920 at 4% or $219,280 at 6%; with 50% employer match about $219,280 at 4% or $146,187 at 6%; with 100% employer match about $164,460 at 4% or $109,640 at 6%.
2021121$3,636,926$211,939$10,092iApproximate average salary by contribution assumption: employee only about $252,308 at 4% or $168,206 at 6%; with 50% employer match about $168,206 at 4% or $112,137 at 6%; with 100% employer match about $126,154 at 4% or $84,103 at 6%.
Equity Management Inc. Profit Sharing Plan-21$3,636,926$211,939$10,092iApproximate average salary by contribution assumption: employee only about $252,308 at 4% or $168,206 at 6%; with 50% employer match about $168,206 at 4% or $112,137 at 6%; with 100% employer match about $126,154 at 4% or $84,103 at 6%.
2020126$3,874,142$180,221$6,932iApproximate average salary by contribution assumption: employee only about $173,289 at 4% or $115,526 at 6%; with 50% employer match about $115,526 at 4% or $77,018 at 6%; with 100% employer match about $86,645 at 4% or $57,763 at 6%.
Equity Management Inc. Profit Sharing Plan-26$3,874,142$180,221$6,932iApproximate average salary by contribution assumption: employee only about $173,289 at 4% or $115,526 at 6%; with 50% employer match about $115,526 at 4% or $77,018 at 6%; with 100% employer match about $86,645 at 4% or $57,763 at 6%.
2019129$3,292,527$215,910$7,445iApproximate average salary by contribution assumption: employee only about $186,129 at 4% or $124,086 at 6%; with 50% employer match about $124,086 at 4% or $82,724 at 6%; with 100% employer match about $93,065 at 4% or $62,043 at 6%.
Equity Management Inc. Profit Sharing Plan-29$3,292,527$215,910$7,445iApproximate average salary by contribution assumption: employee only about $186,129 at 4% or $124,086 at 6%; with 50% employer match about $124,086 at 4% or $82,724 at 6%; with 100% employer match about $93,065 at 4% or $62,043 at 6%.
2018127$2,585,525$201,169$7,451iApproximate average salary by contribution assumption: employee only about $186,268 at 4% or $124,178 at 6%; with 50% employer match about $124,178 at 4% or $82,786 at 6%; with 100% employer match about $93,134 at 4% or $62,089 at 6%.
Equity Management Inc. Profit Sharing Plan-27$2,585,525$201,169$7,451iApproximate average salary by contribution assumption: employee only about $186,268 at 4% or $124,178 at 6%; with 50% employer match about $124,178 at 4% or $82,786 at 6%; with 100% employer match about $93,134 at 4% or $62,089 at 6%.
2017127$2,528,896$191,912$7,108iApproximate average salary by contribution assumption: employee only about $177,696 at 4% or $118,464 at 6%; with 50% employer match about $118,464 at 4% or $78,976 at 6%; with 100% employer match about $88,848 at 4% or $59,232 at 6%.
Equity Management Inc. Profit Sharing Plan-27$2,528,896$191,912$7,108iApproximate average salary by contribution assumption: employee only about $177,696 at 4% or $118,464 at 6%; with 50% employer match about $118,464 at 4% or $78,976 at 6%; with 100% employer match about $88,848 at 4% or $59,232 at 6%.
2016125$2,100,003$181,579$7,263iApproximate average salary by contribution assumption: employee only about $181,579 at 4% or $121,053 at 6%; with 50% employer match about $121,053 at 4% or $80,702 at 6%; with 100% employer match about $90,790 at 4% or $60,526 at 6%.
Equity Management Inc. Profit Sharing Plan-25$2,100,003$181,579$7,263iApproximate average salary by contribution assumption: employee only about $181,579 at 4% or $121,053 at 6%; with 50% employer match about $121,053 at 4% or $80,702 at 6%; with 100% employer match about $90,790 at 4% or $60,526 at 6%.
2015122$1,801,071$160,593$7,300iApproximate average salary by contribution assumption: employee only about $182,492 at 4% or $121,661 at 6%; with 50% employer match about $121,661 at 4% or $81,108 at 6%; with 100% employer match about $91,246 at 4% or $60,831 at 6%.
Equity Management Inc. Profit Sharing Plan-22$1,801,071$160,593$7,300iApproximate average salary by contribution assumption: employee only about $182,492 at 4% or $121,661 at 6%; with 50% employer match about $121,661 at 4% or $81,108 at 6%; with 100% employer match about $91,246 at 4% or $60,831 at 6%.
2014121$1,821,087$145,220$6,915iApproximate average salary by contribution assumption: employee only about $172,881 at 4% or $115,254 at 6%; with 50% employer match about $115,254 at 4% or $76,836 at 6%; with 100% employer match about $86,440 at 4% or $57,627 at 6%.
Equity Management Inc. Profit Sharing Plan-21$1,821,087$145,220$6,915iApproximate average salary by contribution assumption: employee only about $172,881 at 4% or $115,254 at 6%; with 50% employer match about $115,254 at 4% or $76,836 at 6%; with 100% employer match about $86,440 at 4% or $57,627 at 6%.
2013124$1,612,650$146,674$6,111iApproximate average salary by contribution assumption: employee only about $152,785 at 4% or $101,857 at 6%; with 50% employer match about $101,857 at 4% or $67,905 at 6%; with 100% employer match about $76,393 at 4% or $50,928 at 6%.
Equity Management Inc. Profit Sharing Plan-24$1,612,650$146,674$6,111iApproximate average salary by contribution assumption: employee only about $152,785 at 4% or $101,857 at 6%; with 50% employer match about $101,857 at 4% or $67,905 at 6%; with 100% employer match about $76,393 at 4% or $50,928 at 6%.
2012125$1,304,629$145,371$5,815iApproximate average salary by contribution assumption: employee only about $145,371 at 4% or $96,914 at 6%; with 50% employer match about $96,914 at 4% or $64,609 at 6%; with 100% employer match about $72,686 at 4% or $48,457 at 6%.
Equity Management Inc. Profit Sharing Plan-25$1,304,629$145,371$5,815iApproximate average salary by contribution assumption: employee only about $145,371 at 4% or $96,914 at 6%; with 50% employer match about $96,914 at 4% or $64,609 at 6%; with 100% employer match about $72,686 at 4% or $48,457 at 6%.
2011123$1,045,215$152,437$6,628iApproximate average salary by contribution assumption: employee only about $165,692 at 4% or $110,462 at 6%; with 50% employer match about $110,462 at 4% or $73,641 at 6%; with 100% employer match about $82,846 at 4% or $55,231 at 6%.
Equity Management Inc. Profit Sharing Plan-23$1,045,215$152,437$6,628iApproximate average salary by contribution assumption: employee only about $165,692 at 4% or $110,462 at 6%; with 50% employer match about $110,462 at 4% or $73,641 at 6%; with 100% employer match about $82,846 at 4% or $55,231 at 6%.
2010123$1,099,217$131,974$5,738iApproximate average salary by contribution assumption: employee only about $143,450 at 4% or $95,633 at 6%; with 50% employer match about $95,633 at 4% or $63,756 at 6%; with 100% employer match about $71,725 at 4% or $47,817 at 6%.
Equity Management Inc. Profit Sharing Plan-23$1,099,217$131,974$5,738iApproximate average salary by contribution assumption: employee only about $143,450 at 4% or $95,633 at 6%; with 50% employer match about $95,633 at 4% or $63,756 at 6%; with 100% employer match about $71,725 at 4% or $47,817 at 6%.
2009118$955,251$133,200$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
Equity Management Inc. Profit Sharing Plan-18$955,251$133,200$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
2008115$875,916$162,270$10,818iApproximate average salary by contribution assumption: employee only about $270,450 at 4% or $180,300 at 6%; with 50% employer match about $180,300 at 4% or $120,200 at 6%; with 100% employer match about $135,225 at 4% or $90,150 at 6%.
Equity Management Inc. Profit Sharing Plan-15$875,916$162,270$10,818iApproximate average salary by contribution assumption: employee only about $270,450 at 4% or $180,300 at 6%; with 50% employer match about $180,300 at 4% or $120,200 at 6%; with 100% employer match about $135,225 at 4% or $90,150 at 6%.
2007114$970,346$131,936$9,424iApproximate average salary by contribution assumption: employee only about $235,600 at 4% or $157,067 at 6%; with 50% employer match about $157,067 at 4% or $104,711 at 6%; with 100% employer match about $117,800 at 4% or $78,533 at 6%.
Equity Management Inc. Profit Sharing Plan-14$970,346$131,936$9,424iApproximate average salary by contribution assumption: employee only about $235,600 at 4% or $157,067 at 6%; with 50% employer match about $157,067 at 4% or $104,711 at 6%; with 100% employer match about $117,800 at 4% or $78,533 at 6%.
2006113$785,907$114,403$8,800iApproximate average salary by contribution assumption: employee only about $220,006 at 4% or $146,671 at 6%; with 50% employer match about $146,671 at 4% or $97,780 at 6%; with 100% employer match about $110,003 at 4% or $73,335 at 6%.
Equity Management Inc. Profit Sharing Plan-13$785,907$114,403$8,800iApproximate average salary by contribution assumption: employee only about $220,006 at 4% or $146,671 at 6%; with 50% employer match about $146,671 at 4% or $97,780 at 6%; with 100% employer match about $110,003 at 4% or $73,335 at 6%.
Equity Management Inc. | EIN 81-0474920 | 2025 Form 5500 Company Profile