Core Insights Group
Plan context: Core Insights Group 401(K) Plan
EIN 83-4032463 • Sarasota, FL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$585,285
2025 Contributions
$155,748
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $585,285 | $155,748 | $25,958iApproximate average salary by contribution assumption: employee only about $648,950 at 4% or $432,633 at 6%; with 50% employer match about $432,633 at 4% or $288,422 at 6%; with 100% employer match about $324,475 at 4% or $216,317 at 6%. |
| Core Insights Group 401(K) Plan | - | 6 | $585,285 | $155,748 | $25,958iApproximate average salary by contribution assumption: employee only about $648,950 at 4% or $432,633 at 6%; with 50% employer match about $432,633 at 4% or $288,422 at 6%; with 100% employer match about $324,475 at 4% or $216,317 at 6%. |
| 2024 | 1 | 5 | $352,981 | $140,320 | $28,064iApproximate average salary by contribution assumption: employee only about $701,600 at 4% or $467,733 at 6%; with 50% employer match about $467,733 at 4% or $311,822 at 6%; with 100% employer match about $350,800 at 4% or $233,867 at 6%. |
| Core Insights Group 401(K) Plan | - | 5 | $352,981 | $140,320 | $28,064iApproximate average salary by contribution assumption: employee only about $701,600 at 4% or $467,733 at 6%; with 50% employer match about $467,733 at 4% or $311,822 at 6%; with 100% employer match about $350,800 at 4% or $233,867 at 6%. |
| 2023 | 1 | 3 | $171,190 | $150,669 | $50,223iApproximate average salary by contribution assumption: employee only about $1,255,575 at 4% or $837,050 at 6%; with 50% employer match about $837,050 at 4% or $558,033 at 6%; with 100% employer match about $627,788 at 4% or $418,525 at 6%. |
| Core Insights Group 401(K) Plan | - | 3 | $171,190 | $150,669 | $50,223iApproximate average salary by contribution assumption: employee only about $1,255,575 at 4% or $837,050 at 6%; with 50% employer match about $837,050 at 4% or $558,033 at 6%; with 100% employer match about $627,788 at 4% or $418,525 at 6%. |
| 2022 | 1 | 0 | $0 | $0 | - |
| Core Insights Group 401(K) Plan | - | 0 | $0 | $0 | - |