Civic Intelligence

Profitable Ideas Exchange

Plan context: Profitable Ideas Exchange 401(K) Plan

EIN 81-0543156 • Bozeman, MT • 12 filings • 1 plans

815 Manley Rd., Suite ABozeman, MT 59715
Current Snapshot

Latest Year

2025

2025 Participants

69

2025 Assets

$6,296,694

2025 Contributions

$784,913

Historical Graphs

Total Assets Over Time

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

$6,296,694$3,148,347$0201420202025YearValue
$6,296,694Latest year 2025

Participants Over Time

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

85430201420202025YearValue
69Latest 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
2025169$6,296,694$784,913$11,376iApproximate average salary by contribution assumption: employee only about $284,389 at 4% or $189,593 at 6%; with 50% employer match about $189,593 at 4% or $126,395 at 6%; with 100% employer match about $142,194 at 4% or $94,796 at 6%.
Profitable Ideas Exchange 401(K) Plan-69$6,296,694$784,913$11,376iApproximate average salary by contribution assumption: employee only about $284,389 at 4% or $189,593 at 6%; with 50% employer match about $189,593 at 4% or $126,395 at 6%; with 100% employer match about $142,194 at 4% or $94,796 at 6%.
2024169$4,940,124$723,796$10,490iApproximate average salary by contribution assumption: employee only about $262,245 at 4% or $174,830 at 6%; with 50% employer match about $174,830 at 4% or $116,553 at 6%; with 100% employer match about $131,122 at 4% or $87,415 at 6%.
Profitable Ideas Exchange 401(K) Plan-69$4,940,124$723,796$10,490iApproximate average salary by contribution assumption: employee only about $262,245 at 4% or $174,830 at 6%; with 50% employer match about $174,830 at 4% or $116,553 at 6%; with 100% employer match about $131,122 at 4% or $87,415 at 6%.
2023173$4,153,332$605,237$8,291iApproximate average salary by contribution assumption: employee only about $207,273 at 4% or $138,182 at 6%; with 50% employer match about $138,182 at 4% or $92,121 at 6%; with 100% employer match about $103,636 at 4% or $69,091 at 6%.
Profitable Ideas Exchange 401(K) Plan-73$4,153,332$605,237$8,291iApproximate average salary by contribution assumption: employee only about $207,273 at 4% or $138,182 at 6%; with 50% employer match about $138,182 at 4% or $92,121 at 6%; with 100% employer match about $103,636 at 4% or $69,091 at 6%.
2022185$3,169,970$701,066$8,248iApproximate average salary by contribution assumption: employee only about $206,196 at 4% or $137,464 at 6%; with 50% employer match about $137,464 at 4% or $91,643 at 6%; with 100% employer match about $103,098 at 4% or $68,732 at 6%.
Profitable Ideas Exchange 401(K) Plan-85$3,169,970$701,066$8,248iApproximate average salary by contribution assumption: employee only about $206,196 at 4% or $137,464 at 6%; with 50% employer match about $137,464 at 4% or $91,643 at 6%; with 100% employer match about $103,098 at 4% or $68,732 at 6%.
2021177$3,092,037$473,420$6,148iApproximate average salary by contribution assumption: employee only about $153,708 at 4% or $102,472 at 6%; with 50% employer match about $102,472 at 4% or $68,315 at 6%; with 100% employer match about $76,854 at 4% or $51,236 at 6%.
Profitable Ideas Exchange 401(K) Plan-77$3,092,037$473,420$6,148iApproximate average salary by contribution assumption: employee only about $153,708 at 4% or $102,472 at 6%; with 50% employer match about $102,472 at 4% or $68,315 at 6%; with 100% employer match about $76,854 at 4% or $51,236 at 6%.
2020138$2,231,729$387,080$10,186iApproximate average salary by contribution assumption: employee only about $254,658 at 4% or $169,772 at 6%; with 50% employer match about $169,772 at 4% or $113,181 at 6%; with 100% employer match about $127,329 at 4% or $84,886 at 6%.
Profitable Ideas Exchange 401(K) Plan-38$2,231,729$387,080$10,186iApproximate average salary by contribution assumption: employee only about $254,658 at 4% or $169,772 at 6%; with 50% employer match about $169,772 at 4% or $113,181 at 6%; with 100% employer match about $127,329 at 4% or $84,886 at 6%.
2019136$1,589,897$334,453$9,290iApproximate average salary by contribution assumption: employee only about $232,259 at 4% or $154,839 at 6%; with 50% employer match about $154,839 at 4% or $103,226 at 6%; with 100% employer match about $116,130 at 4% or $77,420 at 6%.
Profitable Ideas Exchange 401(K) Plan-36$1,589,897$334,453$9,290iApproximate average salary by contribution assumption: employee only about $232,259 at 4% or $154,839 at 6%; with 50% employer match about $154,839 at 4% or $103,226 at 6%; with 100% employer match about $116,130 at 4% or $77,420 at 6%.
2018126$997,479$263,684$10,142iApproximate average salary by contribution assumption: employee only about $253,542 at 4% or $169,028 at 6%; with 50% employer match about $169,028 at 4% or $112,685 at 6%; with 100% employer match about $126,771 at 4% or $84,514 at 6%.
Profitable Ideas Exchange 401(K) Plan-26$997,479$263,684$10,142iApproximate average salary by contribution assumption: employee only about $253,542 at 4% or $169,028 at 6%; with 50% employer match about $169,028 at 4% or $112,685 at 6%; with 100% employer match about $126,771 at 4% or $84,514 at 6%.
2017119$850,089$187,917$9,890iApproximate average salary by contribution assumption: employee only about $247,259 at 4% or $164,839 at 6%; with 50% employer match about $164,839 at 4% or $109,893 at 6%; with 100% employer match about $123,630 at 4% or $82,420 at 6%.
Profitable Ideas Exchange 401(K) Plan-19$850,089$187,917$9,890iApproximate average salary by contribution assumption: employee only about $247,259 at 4% or $164,839 at 6%; with 50% employer match about $164,839 at 4% or $109,893 at 6%; with 100% employer match about $123,630 at 4% or $82,420 at 6%.
2016118$545,078$177,170$9,843iApproximate average salary by contribution assumption: employee only about $246,069 at 4% or $164,046 at 6%; with 50% employer match about $164,046 at 4% or $109,364 at 6%; with 100% employer match about $123,035 at 4% or $82,023 at 6%.
Profitable Ideas Exchange 401(K) Plan-18$545,078$177,170$9,843iApproximate average salary by contribution assumption: employee only about $246,069 at 4% or $164,046 at 6%; with 50% employer match about $164,046 at 4% or $109,364 at 6%; with 100% employer match about $123,035 at 4% or $82,023 at 6%.
2015116$326,743$255,818$15,989iApproximate average salary by contribution assumption: employee only about $399,716 at 4% or $266,477 at 6%; with 50% employer match about $266,477 at 4% or $177,651 at 6%; with 100% employer match about $199,858 at 4% or $133,239 at 6%.
Profitable Ideas Exchange 401(K) Plan-16$326,743$255,818$15,989iApproximate average salary by contribution assumption: employee only about $399,716 at 4% or $266,477 at 6%; with 50% employer match about $266,477 at 4% or $177,651 at 6%; with 100% employer match about $199,858 at 4% or $133,239 at 6%.
2014114$178,757$173,291$12,378iApproximate average salary by contribution assumption: employee only about $309,448 at 4% or $206,299 at 6%; with 50% employer match about $206,299 at 4% or $137,533 at 6%; with 100% employer match about $154,724 at 4% or $103,149 at 6%.
Profitable Ideas Exchange 401(K) Plan-14$178,757$173,291$12,378iApproximate average salary by contribution assumption: employee only about $309,448 at 4% or $206,299 at 6%; with 50% employer match about $206,299 at 4% or $137,533 at 6%; with 100% employer match about $154,724 at 4% or $103,149 at 6%.