Civic Intelligence

Inventory Optimization Solutions

Plan context: Inventory Optimization Solutions Cash Balance Pension Plan

EIN 83-0410006 • Aliso Viejo, CA • 20 filings • 6 plans

30 Enterprise Suite 300Aliso Viejo, CA 92656
Current Snapshot

Latest Year

2018

2018 Participants

12

2018 Assets

$1,540,185

2018 Contributions

$340,242

Historical Graphs

Total Assets Over Time

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

$3,104,790$1,552,395$0200820132018YearValue
$1,540,185Latest year 2018

Participants Over Time

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

1890200820132018YearValue
12Latest year 2018

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
2018312$1,540,185$340,242$28,354iApproximate average salary by contribution assumption: employee only about $708,838 at 4% or $472,558 at 6%; with 50% employer match about $472,558 at 4% or $315,039 at 6%; with 100% employer match about $354,419 at 4% or $236,279 at 6%.
Inventory Optimization Solutions Cash Balance Pension Plan-12$1,540,185$245,459$20,455iApproximate average salary by contribution assumption: employee only about $511,373 at 4% or $340,915 at 6%; with 50% employer match about $340,915 at 4% or $227,277 at 6%; with 100% employer match about $255,686 at 4% or $170,458 at 6%.
Inventory Optimization Solutions 401(K) Profit Sharing Plan-0$0$94,783-
Inventory Optimization Solutions Cash Balance Pension Plan-0$0--
2017218$3,104,790$423,326$23,518iApproximate average salary by contribution assumption: employee only about $587,953 at 4% or $391,969 at 6%; with 50% employer match about $391,969 at 4% or $261,312 at 6%; with 100% employer match about $293,976 at 4% or $195,984 at 6%.
Inventory Optimization Solutions 401(K) Profit Sharing Plan-18$1,766,662$255,126$14,174iApproximate average salary by contribution assumption: employee only about $354,342 at 4% or $236,228 at 6%; with 50% employer match about $236,228 at 4% or $157,485 at 6%; with 100% employer match about $177,171 at 4% or $118,114 at 6%.
Inventory Optimization Solutions Cash Balance Pension Plan-12$1,338,128$168,200$14,017iApproximate average salary by contribution assumption: employee only about $350,417 at 4% or $233,611 at 6%; with 50% employer match about $233,611 at 4% or $155,741 at 6%; with 100% employer match about $175,208 at 4% or $116,806 at 6%.
2016218$2,398,840$365,367$20,298iApproximate average salary by contribution assumption: employee only about $507,454 at 4% or $338,303 at 6%; with 50% employer match about $338,303 at 4% or $225,535 at 6%; with 100% employer match about $253,727 at 4% or $169,151 at 6%.
Inventory Optimization Solutions 401(K) Profit Sharing Plan-18$1,309,269$176,367$9,798iApproximate average salary by contribution assumption: employee only about $244,954 at 4% or $163,303 at 6%; with 50% employer match about $163,303 at 4% or $108,869 at 6%; with 100% employer match about $122,477 at 4% or $81,651 at 6%.
Inventory Optimization Solutions Cash Balance Pension Plan-11$1,089,571$189,000$17,182iApproximate average salary by contribution assumption: employee only about $429,545 at 4% or $286,364 at 6%; with 50% employer match about $286,364 at 4% or $190,909 at 6%; with 100% employer match about $214,773 at 4% or $143,182 at 6%.
2015215$1,947,447$468,258$31,217iApproximate average salary by contribution assumption: employee only about $780,430 at 4% or $520,287 at 6%; with 50% employer match about $520,287 at 4% or $346,858 at 6%; with 100% employer match about $390,215 at 4% or $260,143 at 6%.
Inventory Optimization Solutions 401(K) Profit Sharing Plan-15$1,067,671$225,969$15,065iApproximate average salary by contribution assumption: employee only about $376,615 at 4% or $251,077 at 6%; with 50% employer match about $251,077 at 4% or $167,384 at 6%; with 100% employer match about $188,308 at 4% or $125,538 at 6%.
Inventory Optimization Solutions Cash Balance Pension Plan-10$879,776$242,289$24,229iApproximate average salary by contribution assumption: employee only about $605,723 at 4% or $403,815 at 6%; with 50% employer match about $403,815 at 4% or $269,210 at 6%; with 100% employer match about $302,861 at 4% or $201,908 at 6%.
2014214$1,560,778$319,766$22,840iApproximate average salary by contribution assumption: employee only about $571,011 at 4% or $380,674 at 6%; with 50% employer match about $380,674 at 4% or $253,783 at 6%; with 100% employer match about $285,505 at 4% or $190,337 at 6%.
Inventory Optimization Solutions 401(K) Profit Sharing Plan-14$880,325$152,072$10,862iApproximate average salary by contribution assumption: employee only about $271,557 at 4% or $181,038 at 6%; with 50% employer match about $181,038 at 4% or $120,692 at 6%; with 100% employer match about $135,779 at 4% or $90,519 at 6%.
Inventory Optimization Solutions Cash Balance Pension Plan-9$680,453$167,694$18,633iApproximate average salary by contribution assumption: employee only about $465,817 at 4% or $310,544 at 6%; with 50% employer match about $310,544 at 4% or $207,030 at 6%; with 100% employer match about $232,908 at 4% or $155,272 at 6%.
2013211$1,220,665$312,726$28,430iApproximate average salary by contribution assumption: employee only about $710,741 at 4% or $473,827 at 6%; with 50% employer match about $473,827 at 4% or $315,885 at 6%; with 100% employer match about $355,370 at 4% or $236,914 at 6%.
Inventory Optimization Solutions 401(K) Profit Sharing Plan-11$713,315$153,226$13,930iApproximate average salary by contribution assumption: employee only about $348,241 at 4% or $232,161 at 6%; with 50% employer match about $232,161 at 4% or $154,774 at 6%; with 100% employer match about $174,120 at 4% or $116,080 at 6%.
Inventory Optimization Solutions Cash Balance Pension Plan-8$507,350$159,500$19,938iApproximate average salary by contribution assumption: employee only about $498,438 at 4% or $332,292 at 6%; with 50% employer match about $332,292 at 4% or $221,528 at 6%; with 100% employer match about $249,219 at 4% or $166,146 at 6%.
2012212$786,111$312,218$26,018iApproximate average salary by contribution assumption: employee only about $650,454 at 4% or $433,636 at 6%; with 50% employer match about $433,636 at 4% or $289,091 at 6%; with 100% employer match about $325,227 at 4% or $216,818 at 6%.
Inventory Optimization Solutions 401(K) Profit Sharing Plan-12$473,467$155,618$12,968iApproximate average salary by contribution assumption: employee only about $324,204 at 4% or $216,136 at 6%; with 50% employer match about $216,136 at 4% or $144,091 at 6%; with 100% employer match about $162,102 at 4% or $108,068 at 6%.
Inventory Optimization Solutions Cash Balance Pension Plan-6$312,644$156,600$26,100iApproximate average salary by contribution assumption: employee only about $652,500 at 4% or $435,000 at 6%; with 50% employer match about $435,000 at 4% or $290,000 at 6%; with 100% employer match about $326,250 at 4% or $217,500 at 6%.
201129$438,593$283,405$31,489iApproximate average salary by contribution assumption: employee only about $787,236 at 4% or $524,824 at 6%; with 50% employer match about $524,824 at 4% or $349,883 at 6%; with 100% employer match about $393,618 at 4% or $262,412 at 6%.
Inventory Optimization Solutions 401(K) Profit Sharing Plan-9$284,893$129,705$14,412iApproximate average salary by contribution assumption: employee only about $360,292 at 4% or $240,194 at 6%; with 50% employer match about $240,194 at 4% or $160,130 at 6%; with 100% employer match about $180,146 at 4% or $120,097 at 6%.
Inventory Optimization Solutions Cash Balance Pension Plan-5$153,700$153,700$30,740iApproximate average salary by contribution assumption: employee only about $768,500 at 4% or $512,333 at 6%; with 50% employer match about $512,333 at 4% or $341,556 at 6%; with 100% employer match about $384,250 at 4% or $256,167 at 6%.
201018$169,664$73,313$9,164iApproximate average salary by contribution assumption: employee only about $229,103 at 4% or $152,735 at 6%; with 50% employer match about $152,735 at 4% or $101,824 at 6%; with 100% employer match about $114,552 at 4% or $76,368 at 6%.
Inventory Optimization Solutions 401(K) Profit Sharing Plan-8$169,664$73,313$9,164iApproximate average salary by contribution assumption: employee only about $229,103 at 4% or $152,735 at 6%; with 50% employer match about $152,735 at 4% or $101,824 at 6%; with 100% employer match about $114,552 at 4% or $76,368 at 6%.
200917$76,843$50,631$7,233iApproximate average salary by contribution assumption: employee only about $180,825 at 4% or $120,550 at 6%; with 50% employer match about $120,550 at 4% or $80,367 at 6%; with 100% employer match about $90,413 at 4% or $60,275 at 6%.
Inventory Optimization Solutions 401(K) Profit Sharing Plan-7$76,843$50,631$7,233iApproximate average salary by contribution assumption: employee only about $180,825 at 4% or $120,550 at 6%; with 50% employer match about $120,550 at 4% or $80,367 at 6%; with 100% employer match about $90,413 at 4% or $60,275 at 6%.
200816$14,247$16,574$2,762iApproximate average salary by contribution assumption: employee only about $69,058 at 4% or $46,039 at 6%; with 50% employer match about $46,039 at 4% or $30,693 at 6%; with 100% employer match about $34,529 at 4% or $23,019 at 6%.
Inventory Optimization Solutions 401(K) Profit Sharing Plan-6$14,247$16,574$2,762iApproximate average salary by contribution assumption: employee only about $69,058 at 4% or $46,039 at 6%; with 50% employer match about $46,039 at 4% or $30,693 at 6%; with 100% employer match about $34,529 at 4% or $23,019 at 6%.