Civic Intelligence

Inclusive Prosperity Capital I

Plan context: Inclusive Prosperity Capital I 401(K) Profit Sharing Plan & Trust

EIN 83-0808658 • Hartford, CT • 7 filings • 2 plans

75 Charter Oak AveSuite 1-200Hartford, CT 06106-1903
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$1,968,414

2024 Contributions

$506,739

Historical Graphs

Total Assets Over Time

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

$1,968,414$984,207$0201820212024YearValue
$1,968,414Latest year 2024

Participants Over Time

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

34170201820212024YearValue
34Latest 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
2024134$1,968,414$506,739$14,904iApproximate average salary by contribution assumption: employee only about $372,602 at 4% or $248,401 at 6%; with 50% employer match about $248,401 at 4% or $165,601 at 6%; with 100% employer match about $186,301 at 4% or $124,201 at 6%.
Inclusive Prosperity Capital I 401(K) Profit Sharing Plan & Trust-34$1,968,414$506,739$14,904iApproximate average salary by contribution assumption: employee only about $372,602 at 4% or $248,401 at 6%; with 50% employer match about $248,401 at 4% or $165,601 at 6%; with 100% employer match about $186,301 at 4% or $124,201 at 6%.
2023132$1,683,209$445,790$13,931iApproximate average salary by contribution assumption: employee only about $348,273 at 4% or $232,182 at 6%; with 50% employer match about $232,182 at 4% or $154,788 at 6%; with 100% employer match about $174,137 at 4% or $116,091 at 6%.
Inclusive Prosperity Capital I 401(K) Profit Sharing Plan & Trust-32$1,683,209$445,790$13,931iApproximate average salary by contribution assumption: employee only about $348,273 at 4% or $232,182 at 6%; with 50% employer match about $232,182 at 4% or $154,788 at 6%; with 100% employer match about $174,137 at 4% or $116,091 at 6%.
2022127$1,038,221$361,286$13,381iApproximate average salary by contribution assumption: employee only about $334,524 at 4% or $223,016 at 6%; with 50% employer match about $223,016 at 4% or $148,677 at 6%; with 100% employer match about $167,262 at 4% or $111,508 at 6%.
Inclusive Prosperity Capital I 401(K) Profit Sharing Plan & Trust-27$1,038,221$361,286$13,381iApproximate average salary by contribution assumption: employee only about $334,524 at 4% or $223,016 at 6%; with 50% employer match about $223,016 at 4% or $148,677 at 6%; with 100% employer match about $167,262 at 4% or $111,508 at 6%.
2021117$924,649$468,238$27,543iApproximate average salary by contribution assumption: employee only about $688,585 at 4% or $459,057 at 6%; with 50% employer match about $459,057 at 4% or $306,038 at 6%; with 100% employer match about $344,293 at 4% or $229,528 at 6%.
Inclusive Prosperity Capital I 401(K) Profit Sharing Plan & Trust-17$924,649$468,238$27,543iApproximate average salary by contribution assumption: employee only about $688,585 at 4% or $459,057 at 6%; with 50% employer match about $459,057 at 4% or $306,038 at 6%; with 100% employer match about $344,293 at 4% or $229,528 at 6%.
2020112$391,336$161,042$13,420iApproximate average salary by contribution assumption: employee only about $335,504 at 4% or $223,669 at 6%; with 50% employer match about $223,669 at 4% or $149,113 at 6%; with 100% employer match about $167,752 at 4% or $111,835 at 6%.
Inclusive Prosperity Capital I 401(K) Profit Sharing Plan & Trust-12$391,336$161,042$13,420iApproximate average salary by contribution assumption: employee only about $335,504 at 4% or $223,669 at 6%; with 50% employer match about $223,669 at 4% or $149,113 at 6%; with 100% employer match about $167,752 at 4% or $111,835 at 6%.
2019111$171,044$108,873$9,898iApproximate average salary by contribution assumption: employee only about $247,439 at 4% or $164,959 at 6%; with 50% employer match about $164,959 at 4% or $109,973 at 6%; with 100% employer match about $123,719 at 4% or $82,480 at 6%.
Inclusive Prosperity Capital I 401(K) Profit Sharing Plan & Trust-11$171,044$108,873$9,898iApproximate average salary by contribution assumption: employee only about $247,439 at 4% or $164,959 at 6%; with 50% employer match about $164,959 at 4% or $109,973 at 6%; with 100% employer match about $123,719 at 4% or $82,480 at 6%.
201817$53,991$57,521$8,217iApproximate average salary by contribution assumption: employee only about $205,432 at 4% or $136,955 at 6%; with 50% employer match about $136,955 at 4% or $91,303 at 6%; with 100% employer match about $102,716 at 4% or $68,477 at 6%.
Inclusive Prosperity Capital I 401(K) Profit Sharing Plan & Trust-7$53,991$57,521$8,217iApproximate average salary by contribution assumption: employee only about $205,432 at 4% or $136,955 at 6%; with 50% employer match about $136,955 at 4% or $91,303 at 6%; with 100% employer match about $102,716 at 4% or $68,477 at 6%.