INNIVEE STRATEGIES
Plan context: INNIVEE STRATEGIES 401(K) PLAN
EIN 84-5033052 • Laurel, MD • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$540,357
2025 Contributions
$67,719
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 | 5 | $540,357 | $67,719 | $13,544iApproximate average salary by contribution assumption: employee only about $338,595 at 4% or $225,730 at 6%; with 50% employer match about $225,730 at 4% or $150,487 at 6%; with 100% employer match about $169,298 at 4% or $112,865 at 6%. |
| INNIVEE STRATEGIES 401(K) PLAN | - | 5 | $540,357 | $67,719 | $13,544iApproximate average salary by contribution assumption: employee only about $338,595 at 4% or $225,730 at 6%; with 50% employer match about $225,730 at 4% or $150,487 at 6%; with 100% employer match about $169,298 at 4% or $112,865 at 6%. |
| 2024 | 1 | 6 | $394,738 | $62,171 | $10,362iApproximate average salary by contribution assumption: employee only about $259,046 at 4% or $172,697 at 6%; with 50% employer match about $172,697 at 4% or $115,131 at 6%; with 100% employer match about $129,523 at 4% or $86,349 at 6%. |
| INNIVEE STRATEGIES 401(K) PLAN | - | 6 | $394,738 | $62,171 | $10,362iApproximate average salary by contribution assumption: employee only about $259,046 at 4% or $172,697 at 6%; with 50% employer match about $172,697 at 4% or $115,131 at 6%; with 100% employer match about $129,523 at 4% or $86,349 at 6%. |
| 2023 | 1 | 4 | $270,950 | $57,929 | $14,482iApproximate average salary by contribution assumption: employee only about $362,056 at 4% or $241,371 at 6%; with 50% employer match about $241,371 at 4% or $160,914 at 6%; with 100% employer match about $181,028 at 4% or $120,685 at 6%. |
| INNIVEE STRATEGIES 401(K) PLAN | - | 4 | $270,950 | $57,929 | $14,482iApproximate average salary by contribution assumption: employee only about $362,056 at 4% or $241,371 at 6%; with 50% employer match about $241,371 at 4% or $160,914 at 6%; with 100% employer match about $181,028 at 4% or $120,685 at 6%. |
| 2022 | 1 | 3 | $157,687 | $45,014 | $15,005iApproximate average salary by contribution assumption: employee only about $375,117 at 4% or $250,078 at 6%; with 50% employer match about $250,078 at 4% or $166,719 at 6%; with 100% employer match about $187,558 at 4% or $125,039 at 6%. |
| INNIVEE STRATEGIES 401(K) PLAN | - | 3 | $157,687 | $45,014 | $15,005iApproximate average salary by contribution assumption: employee only about $375,117 at 4% or $250,078 at 6%; with 50% employer match about $250,078 at 4% or $166,719 at 6%; with 100% employer match about $187,558 at 4% or $125,039 at 6%. |
| 2021 | 1 | 2 | $146,729 | $114,467 | $57,234iApproximate average salary by contribution assumption: employee only about $1,430,838 at 4% or $953,892 at 6%; with 50% employer match about $953,892 at 4% or $635,928 at 6%; with 100% employer match about $715,419 at 4% or $476,946 at 6%. |
| INNIVEE STRATEGIES 401(K) PLAN | - | 2 | $146,729 | $114,467 | $57,234iApproximate average salary by contribution assumption: employee only about $1,430,838 at 4% or $953,892 at 6%; with 50% employer match about $953,892 at 4% or $635,928 at 6%; with 100% employer match about $715,419 at 4% or $476,946 at 6%. |