Current Snapshot
Latest Year
2024
2024 Participants
240
2024 Assets
$20,650,054
2024 Contributions
$5,934,789
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 240 | $20,650,054 | $5,934,789 | $24,728iApproximate average salary by contribution assumption: employee only about $618,207 at 4% or $412,138 at 6%; with 50% employer match about $412,138 at 4% or $274,759 at 6%; with 100% employer match about $309,104 at 4% or $206,069 at 6%. |
| Ieq Capital 401(K) Plan | - | 240 | $20,650,054 | $5,934,789 | $24,728iApproximate average salary by contribution assumption: employee only about $618,207 at 4% or $412,138 at 6%; with 50% employer match about $412,138 at 4% or $274,759 at 6%; with 100% employer match about $309,104 at 4% or $206,069 at 6%. |
| 2023 | 1 | 153 | $12,733,068 | $3,775,601 | $24,677iApproximate average salary by contribution assumption: employee only about $616,928 at 4% or $411,286 at 6%; with 50% employer match about $411,286 at 4% or $274,190 at 6%; with 100% employer match about $308,464 at 4% or $205,643 at 6%. |
| Ieq Capital 401(K) Plan | - | 153 | $12,733,068 | $3,775,601 | $24,677iApproximate average salary by contribution assumption: employee only about $616,928 at 4% or $411,286 at 6%; with 50% employer match about $411,286 at 4% or $274,190 at 6%; with 100% employer match about $308,464 at 4% or $205,643 at 6%. |
| 2022 | 1 | 125 | $7,143,822 | $2,489,531 | $19,916iApproximate average salary by contribution assumption: employee only about $497,906 at 4% or $331,937 at 6%; with 50% employer match about $331,937 at 4% or $221,292 at 6%; with 100% employer match about $248,953 at 4% or $165,969 at 6%. |
| Ieq Capital 401(K) Plan | - | 125 | $7,143,822 | $2,489,531 | $19,916iApproximate average salary by contribution assumption: employee only about $497,906 at 4% or $331,937 at 6%; with 50% employer match about $331,937 at 4% or $221,292 at 6%; with 100% employer match about $248,953 at 4% or $165,969 at 6%. |
| 2021 | 1 | 87 | $6,505,053 | $1,616,032 | $18,575iApproximate average salary by contribution assumption: employee only about $464,377 at 4% or $309,585 at 6%; with 50% employer match about $309,585 at 4% or $206,390 at 6%; with 100% employer match about $232,189 at 4% or $154,792 at 6%. |
| Ieq Capital 401(K) Plan | - | 87 | $6,505,053 | $1,616,032 | $18,575iApproximate average salary by contribution assumption: employee only about $464,377 at 4% or $309,585 at 6%; with 50% employer match about $309,585 at 4% or $206,390 at 6%; with 100% employer match about $232,189 at 4% or $154,792 at 6%. |
| 2020 | 1 | 66 | $4,198,413 | $1,469,847 | $22,270iApproximate average salary by contribution assumption: employee only about $556,760 at 4% or $371,173 at 6%; with 50% employer match about $371,173 at 4% or $247,449 at 6%; with 100% employer match about $278,380 at 4% or $185,587 at 6%. |
| Ieq Capital 401(K) Plan | - | 66 | $4,198,413 | $1,469,847 | $22,270iApproximate average salary by contribution assumption: employee only about $556,760 at 4% or $371,173 at 6%; with 50% employer match about $371,173 at 4% or $247,449 at 6%; with 100% employer match about $278,380 at 4% or $185,587 at 6%. |
| 2019 | 1 | 54 | $2,327,409 | $2,163,401 | $40,063iApproximate average salary by contribution assumption: employee only about $1,001,575 at 4% or $667,716 at 6%; with 50% employer match about $667,716 at 4% or $445,144 at 6%; with 100% employer match about $500,787 at 4% or $333,858 at 6%. |
| Ieq Capital 401(K) Plan | - | 54 | $2,327,409 | $2,163,401 | $40,063iApproximate average salary by contribution assumption: employee only about $1,001,575 at 4% or $667,716 at 6%; with 50% employer match about $667,716 at 4% or $445,144 at 6%; with 100% employer match about $500,787 at 4% or $333,858 at 6%. |