Civic Intelligence

INNEALTA CAPITAL, LLC

Plan context: INNEALTA CAPITAL 401(K) PLAN

EIN 82-3587641 • Austin, TX • 7 filings • 1 plans

13215 Bee Cave Pkwy.Bldg. A, #240Austin, TX 78738
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$947,541

2025 Contributions

$128,260

Historical Graphs

Total Assets Over Time

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

$947,541$473,771$0201920222025YearValue
$947,541Latest year 2025

Participants Over Time

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

1160201920222025YearValue
7Latest 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
202517$947,541$128,260$18,323iApproximate average salary by contribution assumption: employee only about $458,071 at 4% or $305,381 at 6%; with 50% employer match about $305,381 at 4% or $203,587 at 6%; with 100% employer match about $229,036 at 4% or $152,690 at 6%.
INNEALTA CAPITAL 401(K) PLAN-7$947,541$128,260$18,323iApproximate average salary by contribution assumption: employee only about $458,071 at 4% or $305,381 at 6%; with 50% employer match about $305,381 at 4% or $203,587 at 6%; with 100% employer match about $229,036 at 4% or $152,690 at 6%.
202419$674,489$153,858$17,095iApproximate average salary by contribution assumption: employee only about $427,383 at 4% or $284,922 at 6%; with 50% employer match about $284,922 at 4% or $189,948 at 6%; with 100% employer match about $213,692 at 4% or $142,461 at 6%.
INNEALTA CAPITAL 401(K) PLAN-9$674,489$153,858$17,095iApproximate average salary by contribution assumption: employee only about $427,383 at 4% or $284,922 at 6%; with 50% employer match about $284,922 at 4% or $189,948 at 6%; with 100% employer match about $213,692 at 4% or $142,461 at 6%.
2023111$569,971$140,863$12,806iApproximate average salary by contribution assumption: employee only about $320,143 at 4% or $213,429 at 6%; with 50% employer match about $213,429 at 4% or $142,286 at 6%; with 100% employer match about $160,072 at 4% or $106,714 at 6%.
INNEALTA CAPITAL 401(K) PLAN-11$569,971$140,863$12,806iApproximate average salary by contribution assumption: employee only about $320,143 at 4% or $213,429 at 6%; with 50% employer match about $213,429 at 4% or $142,286 at 6%; with 100% employer match about $160,072 at 4% or $106,714 at 6%.
202217$356,567$99,870$14,267iApproximate average salary by contribution assumption: employee only about $356,679 at 4% or $237,786 at 6%; with 50% employer match about $237,786 at 4% or $158,524 at 6%; with 100% employer match about $178,339 at 4% or $118,893 at 6%.
INNEALTA CAPITAL 401(K) PLAN-7$356,567$99,870$14,267iApproximate average salary by contribution assumption: employee only about $356,679 at 4% or $237,786 at 6%; with 50% employer match about $237,786 at 4% or $158,524 at 6%; with 100% employer match about $178,339 at 4% or $118,893 at 6%.
202118$412,614$117,480$14,685iApproximate average salary by contribution assumption: employee only about $367,125 at 4% or $244,750 at 6%; with 50% employer match about $244,750 at 4% or $163,167 at 6%; with 100% employer match about $183,563 at 4% or $122,375 at 6%.
INNEALTA CAPITAL 401(K) PLAN-8$412,614$117,480$14,685iApproximate average salary by contribution assumption: employee only about $367,125 at 4% or $244,750 at 6%; with 50% employer match about $244,750 at 4% or $163,167 at 6%; with 100% employer match about $183,563 at 4% or $122,375 at 6%.
202018$245,878$111,111$13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%.
INNEALTA CAPITAL 401(K) PLAN-8$245,878$111,111$13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%.
201916$100,435$91,979$15,330iApproximate average salary by contribution assumption: employee only about $383,246 at 4% or $255,497 at 6%; with 50% employer match about $255,497 at 4% or $170,331 at 6%; with 100% employer match about $191,623 at 4% or $127,749 at 6%.
INNEALTA CAPITAL 401(K) PLAN-6$100,435$91,979$15,330iApproximate average salary by contribution assumption: employee only about $383,246 at 4% or $255,497 at 6%; with 50% employer match about $255,497 at 4% or $170,331 at 6%; with 100% employer match about $191,623 at 4% or $127,749 at 6%.