Civic Intelligence

Idea Source Inc.

Plan context: Idea Source Defined Benefit Retirement Plan

EIN 84-1100993 • Mesa, AZ • 13 filings • 2 plans

131 West First StreetMesa, AZ 85201
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$3,126,643

2022 Contributions

$300,000

Historical Graphs

Total Assets Over Time

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

$3,126,643$1,563,322$0200620162021YearValue
$3,126,643Latest year 2021

Participants Over Time

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

320200620162021YearValue
3Latest year 2021

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
202210$0$0-
Idea Source Defined Benefit Retirement Plan-0$0$0-
202113$3,126,643$0-
Idea Source Defined Benefit Retirement Plan-3$3,126,643$0-
202013$2,882,966$0-
Idea Source Defined Benefit Retirement Plan-3$2,882,966$0-
201913$3,051,674$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Idea Source Defined Benefit Retirement Plan-3$3,051,674$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201813$2,669,042$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Idea Source Defined Benefit Retirement Plan-3$2,669,042$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201713$2,801,000$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Idea Source Defined Benefit Retirement Plan-3$2,801,000$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201613$2,438,002$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Idea Source Defined Benefit Retirement Plan-3$2,438,002$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201513$2,199,530$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Idea Source Defined Benefit Retirement Plan-3$2,199,530$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201413$2,262,924$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Idea Source Defined Benefit Retirement Plan-3$2,262,924$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201313$2,037,886$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Idea Source Defined Benefit Retirement Plan-3$2,037,886$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
200812$367,975$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Idea Source Defined Benefit Retirement Plan-2$367,975$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
200712$252,398$167,882$83,941iApproximate average salary by contribution assumption: employee only about $2,098,525 at 4% or $1,399,017 at 6%; with 50% employer match about $1,399,017 at 4% or $932,678 at 6%; with 100% employer match about $1,049,263 at 4% or $699,508 at 6%.
Idea Source Defined Benefit Retirement Plan-2$252,398$167,882$83,941iApproximate average salary by contribution assumption: employee only about $2,098,525 at 4% or $1,399,017 at 6%; with 50% employer match about $1,399,017 at 4% or $932,678 at 6%; with 100% employer match about $1,049,263 at 4% or $699,508 at 6%.
200613$100,938$98,716$32,905iApproximate average salary by contribution assumption: employee only about $822,633 at 4% or $548,422 at 6%; with 50% employer match about $548,422 at 4% or $365,615 at 6%; with 100% employer match about $411,317 at 4% or $274,211 at 6%.
Idea Source Defined Benefit Retirement Plan-3$100,938$98,716$32,905iApproximate average salary by contribution assumption: employee only about $822,633 at 4% or $548,422 at 6%; with 50% employer match about $548,422 at 4% or $365,615 at 6%; with 100% employer match about $411,317 at 4% or $274,211 at 6%.