Civic Intelligence

Insight Financial Services Inc.

Plan context: Insight Financial Services 401(K) Profit Sharing Plan

EIN 85-0478340 • Albuquerque, NM • 6 filings • 1 plans

9400 Holly Avenue NEBldg #4Albuquerque, NM 87122
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,246,708

2025 Contributions

$193,309

Historical Graphs

Total Assets Over Time

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

$1,246,708$623,354$0202020232025YearValue
$1,246,708Latest year 2025

Participants Over Time

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

630202020232025YearValue
6Latest year 2025

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
202516$1,246,708$193,309$32,218iApproximate average salary by contribution assumption: employee only about $805,454 at 4% or $536,969 at 6%; with 50% employer match about $536,969 at 4% or $357,980 at 6%; with 100% employer match about $402,727 at 4% or $268,485 at 6%.
Insight Financial Services 401(K) Profit Sharing Plan-6$1,246,708$193,309$32,218iApproximate average salary by contribution assumption: employee only about $805,454 at 4% or $536,969 at 6%; with 50% employer match about $536,969 at 4% or $357,980 at 6%; with 100% employer match about $402,727 at 4% or $268,485 at 6%.
202416$919,240$175,485$29,248iApproximate average salary by contribution assumption: employee only about $731,188 at 4% or $487,458 at 6%; with 50% employer match about $487,458 at 4% or $324,972 at 6%; with 100% employer match about $365,594 at 4% or $243,729 at 6%.
Insight Financial Services 401(K) Profit Sharing Plan-6$919,240$175,485$29,248iApproximate average salary by contribution assumption: employee only about $731,188 at 4% or $487,458 at 6%; with 50% employer match about $487,458 at 4% or $324,972 at 6%; with 100% employer match about $365,594 at 4% or $243,729 at 6%.
202313$600,059$156,788$52,263iApproximate average salary by contribution assumption: employee only about $1,306,567 at 4% or $871,044 at 6%; with 50% employer match about $871,044 at 4% or $580,696 at 6%; with 100% employer match about $653,283 at 4% or $435,522 at 6%.
Insight Financial Services 401(K) Profit Sharing Plan-3$600,059$156,788$52,263iApproximate average salary by contribution assumption: employee only about $1,306,567 at 4% or $871,044 at 6%; with 50% employer match about $871,044 at 4% or $580,696 at 6%; with 100% employer match about $653,283 at 4% or $435,522 at 6%.
202214$407,936$78,544$19,636iApproximate average salary by contribution assumption: employee only about $490,900 at 4% or $327,267 at 6%; with 50% employer match about $327,267 at 4% or $218,178 at 6%; with 100% employer match about $245,450 at 4% or $163,633 at 6%.
Insight Financial Services 401(K) Profit Sharing Plan-4$407,936$78,544$19,636iApproximate average salary by contribution assumption: employee only about $490,900 at 4% or $327,267 at 6%; with 50% employer match about $327,267 at 4% or $218,178 at 6%; with 100% employer match about $245,450 at 4% or $163,633 at 6%.
202114$411,832$177,988$44,497iApproximate average salary by contribution assumption: employee only about $1,112,425 at 4% or $741,617 at 6%; with 50% employer match about $741,617 at 4% or $494,411 at 6%; with 100% employer match about $556,213 at 4% or $370,808 at 6%.
Insight Financial Services 401(K) Profit Sharing Plan-4$411,832$177,988$44,497iApproximate average salary by contribution assumption: employee only about $1,112,425 at 4% or $741,617 at 6%; with 50% employer match about $741,617 at 4% or $494,411 at 6%; with 100% employer match about $556,213 at 4% or $370,808 at 6%.
202014$191,346$148,687$37,172iApproximate average salary by contribution assumption: employee only about $929,294 at 4% or $619,529 at 6%; with 50% employer match about $619,529 at 4% or $413,019 at 6%; with 100% employer match about $464,647 at 4% or $309,765 at 6%.
Insight Financial Services 401(K) Profit Sharing Plan-4$191,346$148,687$37,172iApproximate average salary by contribution assumption: employee only about $929,294 at 4% or $619,529 at 6%; with 50% employer match about $619,529 at 4% or $413,019 at 6%; with 100% employer match about $464,647 at 4% or $309,765 at 6%.