Civic Intelligence

Inter-Tel Incorporated

Plan context: Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust

EIN 86-0220994 • Plano, TX • 60 filings • 10 plans

5360 Legacy DriveSuite 300Plano, TX 75024
Current Snapshot

Latest Year

2024

2024 Participants

448

2024 Assets

$227,807,453

2024 Contributions

$9,112,079

Historical Graphs

Total Assets Over Time

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

$256,606,468$128,303,234$0199920122024YearValue
$227,807,453Latest year 2024

Participants Over Time

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

2,1641,0820199920122024YearValue
448Latest year 2024

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
20242448$227,807,453$9,112,079$20,339iApproximate average salary by contribution assumption: employee only about $508,487 at 4% or $338,991 at 6%; with 50% employer match about $338,991 at 4% or $225,994 at 6%; with 100% employer match about $254,243 at 4% or $169,496 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-448$227,807,453$9,112,079$20,339iApproximate average salary by contribution assumption: employee only about $508,487 at 4% or $338,991 at 6%; with 50% employer match about $338,991 at 4% or $225,994 at 6%; with 100% employer match about $254,243 at 4% or $169,496 at 6%.
Mitel Group Insurance Plan-429---
20232623$202,803,500$10,683,678$17,149iApproximate average salary by contribution assumption: employee only about $428,719 at 4% or $285,813 at 6%; with 50% employer match about $285,813 at 4% or $190,542 at 6%; with 100% employer match about $214,360 at 4% or $142,906 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-550$202,803,500$10,683,678$19,425iApproximate average salary by contribution assumption: employee only about $485,622 at 4% or $323,748 at 6%; with 50% employer match about $323,748 at 4% or $215,832 at 6%; with 100% employer match about $242,811 at 4% or $161,874 at 6%.
Mitel Group Insurance Plan-623---
20222689$195,117,639$13,923,458$20,208iApproximate average salary by contribution assumption: employee only about $505,205 at 4% or $336,804 at 6%; with 50% employer match about $336,804 at 4% or $224,536 at 6%; with 100% employer match about $252,603 at 4% or $168,402 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-660$195,117,639$13,923,458$21,096iApproximate average salary by contribution assumption: employee only about $527,404 at 4% or $351,602 at 6%; with 50% employer match about $351,602 at 4% or $234,402 at 6%; with 100% employer match about $263,702 at 4% or $175,801 at 6%.
Mitel Group Insurance Plan-689---
202121,086$256,606,468$17,411,359$16,033iApproximate average salary by contribution assumption: employee only about $400,814 at 4% or $267,209 at 6%; with 50% employer match about $267,209 at 4% or $178,140 at 6%; with 100% employer match about $200,407 at 4% or $133,605 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,086$256,606,468$17,411,359$16,033iApproximate average salary by contribution assumption: employee only about $400,814 at 4% or $267,209 at 6%; with 50% employer match about $267,209 at 4% or $178,140 at 6%; with 100% employer match about $200,407 at 4% or $133,605 at 6%.
Mitel Group Insurance Plan-1,082---
202021,203$253,089,891$16,383,265$13,619iApproximate average salary by contribution assumption: employee only about $340,467 at 4% or $226,978 at 6%; with 50% employer match about $226,978 at 4% or $151,319 at 6%; with 100% employer match about $170,233 at 4% or $113,489 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,203$253,089,891$16,383,265$13,619iApproximate average salary by contribution assumption: employee only about $340,467 at 4% or $226,978 at 6%; with 50% employer match about $226,978 at 4% or $151,319 at 6%; with 100% employer match about $170,233 at 4% or $113,489 at 6%.
Mitel Group Insurance Plan-1,196---
201921,316$229,022,920$19,102,503$14,516iApproximate average salary by contribution assumption: employee only about $362,889 at 4% or $241,926 at 6%; with 50% employer match about $241,926 at 4% or $161,284 at 6%; with 100% employer match about $181,445 at 4% or $120,963 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,316$229,022,920$19,102,503$14,516iApproximate average salary by contribution assumption: employee only about $362,889 at 4% or $241,926 at 6%; with 50% employer match about $241,926 at 4% or $161,284 at 6%; with 100% employer match about $181,445 at 4% or $120,963 at 6%.
Mitel Group Insurance Plan-1,305---
201821,420$189,363,807$19,481,809$13,720iApproximate average salary by contribution assumption: employee only about $342,990 at 4% or $228,660 at 6%; with 50% employer match about $228,660 at 4% or $152,440 at 6%; with 100% employer match about $171,495 at 4% or $114,330 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,420$189,363,807$19,481,809$13,720iApproximate average salary by contribution assumption: employee only about $342,990 at 4% or $228,660 at 6%; with 50% employer match about $228,660 at 4% or $152,440 at 6%; with 100% employer match about $171,495 at 4% or $114,330 at 6%.
Mitel Group Insurance Plan-1,401---
20172792$147,133,184$10,340,820$13,057iApproximate average salary by contribution assumption: employee only about $326,415 at 4% or $217,610 at 6%; with 50% employer match about $217,610 at 4% or $145,073 at 6%; with 100% employer match about $163,207 at 4% or $108,805 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-736$147,133,184$10,340,820$14,050iApproximate average salary by contribution assumption: employee only about $351,251 at 4% or $234,167 at 6%; with 50% employer match about $234,167 at 4% or $156,111 at 6%; with 100% employer match about $175,625 at 4% or $117,084 at 6%.
Mitel Group Insurance Plan-792---
201621,082$130,921,114$12,513,481$11,565iApproximate average salary by contribution assumption: employee only about $289,128 at 4% or $192,752 at 6%; with 50% employer match about $192,752 at 4% or $128,502 at 6%; with 100% employer match about $144,564 at 4% or $96,376 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,071$130,921,114$12,513,481$11,684iApproximate average salary by contribution assumption: employee only about $292,098 at 4% or $194,732 at 6%; with 50% employer match about $194,732 at 4% or $129,821 at 6%; with 100% employer match about $146,049 at 4% or $97,366 at 6%.
Mitel Group Insurance Plan-1,082---
20152944$82,535,761$7,451,707$7,894iApproximate average salary by contribution assumption: employee only about $197,344 at 4% or $131,563 at 6%; with 50% employer match about $131,563 at 4% or $87,708 at 6%; with 100% employer match about $98,672 at 4% or $65,781 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-806$82,535,761$7,451,707$9,245iApproximate average salary by contribution assumption: employee only about $231,132 at 4% or $154,088 at 6%; with 50% employer match about $154,088 at 4% or $102,725 at 6%; with 100% employer match about $115,566 at 4% or $77,044 at 6%.
Mitel Group Insurance Plan-944---
20142924$89,936,002$5,568,083$6,026iApproximate average salary by contribution assumption: employee only about $150,652 at 4% or $100,434 at 6%; with 50% employer match about $100,434 at 4% or $66,956 at 6%; with 100% employer match about $75,326 at 4% or $50,217 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-673$89,936,002$5,568,083$8,274iApproximate average salary by contribution assumption: employee only about $206,838 at 4% or $137,892 at 6%; with 50% employer match about $137,892 at 4% or $91,928 at 6%; with 100% employer match about $103,419 at 4% or $68,946 at 6%.
Mitel Group Insurance Plan-924---
20132707$92,130,799$4,325,716$6,118iApproximate average salary by contribution assumption: employee only about $152,960 at 4% or $101,974 at 6%; with 50% employer match about $101,974 at 4% or $67,982 at 6%; with 100% employer match about $76,480 at 4% or $50,987 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-706$92,130,799$4,325,716$6,127iApproximate average salary by contribution assumption: employee only about $153,177 at 4% or $102,118 at 6%; with 50% employer match about $102,118 at 4% or $68,079 at 6%; with 100% employer match about $76,588 at 4% or $51,059 at 6%.
Mitel Group Insurance Plan-707---
20122878$87,008,715$4,951,319$5,639iApproximate average salary by contribution assumption: employee only about $140,983 at 4% or $93,989 at 6%; with 50% employer match about $93,989 at 4% or $62,659 at 6%; with 100% employer match about $70,491 at 4% or $46,994 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-825$87,008,715$4,951,319$6,002iApproximate average salary by contribution assumption: employee only about $150,040 at 4% or $100,027 at 6%; with 50% employer match about $100,027 at 4% or $66,684 at 6%; with 100% employer match about $75,020 at 4% or $50,013 at 6%.
Mitel Group Insurance Plan-878---
201121,053$87,746,066$4,800,191$4,559iApproximate average salary by contribution assumption: employee only about $113,965 at 4% or $75,976 at 6%; with 50% employer match about $75,976 at 4% or $50,651 at 6%; with 100% employer match about $56,982 at 4% or $37,988 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-981$87,746,066$4,800,191$4,893iApproximate average salary by contribution assumption: employee only about $122,329 at 4% or $81,553 at 6%; with 50% employer match about $81,553 at 4% or $54,368 at 6%; with 100% employer match about $61,165 at 4% or $40,776 at 6%.
Mitel Group Insurance Plan-1,053---
201021,252$72,938,043$4,542,332$3,628iApproximate average salary by contribution assumption: employee only about $90,702 at 4% or $60,468 at 6%; with 50% employer match about $60,468 at 4% or $40,312 at 6%; with 100% employer match about $45,351 at 4% or $30,234 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,186$72,938,043$4,542,332$3,830iApproximate average salary by contribution assumption: employee only about $95,749 at 4% or $63,833 at 6%; with 50% employer match about $63,833 at 4% or $42,555 at 6%; with 100% employer match about $47,874 at 4% or $31,916 at 6%.
Mitel Group Insurance Plan-1,252---
200931,239$66,094,686$4,624,194$3,732iApproximate average salary by contribution assumption: employee only about $93,305 at 4% or $62,203 at 6%; with 50% employer match about $62,203 at 4% or $41,469 at 6%; with 100% employer match about $46,652 at 4% or $31,102 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,239$66,094,686$4,624,194$3,732iApproximate average salary by contribution assumption: employee only about $93,305 at 4% or $62,203 at 6%; with 50% employer match about $62,203 at 4% or $41,469 at 6%; with 100% employer match about $46,652 at 4% or $31,102 at 6%.
Mitel Group Insurance Plan-1,232---
Inter-Tel Incorporated Employee Stock Ownership Plan-----
200811,236$59,539,261$7,953,201$6,435iApproximate average salary by contribution assumption: employee only about $160,866 at 4% or $107,244 at 6%; with 50% employer match about $107,244 at 4% or $71,496 at 6%; with 100% employer match about $80,433 at 4% or $53,622 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,236$59,539,261$7,953,201$6,435iApproximate average salary by contribution assumption: employee only about $160,866 at 4% or $107,244 at 6%; with 50% employer match about $107,244 at 4% or $71,496 at 6%; with 100% employer match about $80,433 at 4% or $53,622 at 6%.
200721,579$82,958,017$9,190,879$5,821iApproximate average salary by contribution assumption: employee only about $145,517 at 4% or $97,012 at 6%; with 50% employer match about $97,012 at 4% or $64,674 at 6%; with 100% employer match about $72,759 at 4% or $48,506 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,579$82,958,017$9,190,879$5,821iApproximate average salary by contribution assumption: employee only about $145,517 at 4% or $97,012 at 6%; with 50% employer match about $97,012 at 4% or $64,674 at 6%; with 100% employer match about $72,759 at 4% or $48,506 at 6%.
Inter-Tel Incorporated Employee Stock Ownership Plan-2---
200631,797$78,463,005$9,309,480$5,181iApproximate average salary by contribution assumption: employee only about $129,514 at 4% or $86,343 at 6%; with 50% employer match about $86,343 at 4% or $57,562 at 6%; with 100% employer match about $64,757 at 4% or $43,171 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,797$78,448,667$9,309,480$5,181iApproximate average salary by contribution assumption: employee only about $129,514 at 4% or $86,343 at 6%; with 50% employer match about $86,343 at 4% or $57,562 at 6%; with 100% employer match about $64,757 at 4% or $43,171 at 6%.
Inter-Tel Incorporated Employee Stock Ownership Plan-6$14,338--
INTER-TEL INCORPORATED GROUP INSURANCE PLAN-1,772---
200532,164$69,175,846$9,001,829$4,160iApproximate average salary by contribution assumption: employee only about $103,995 at 4% or $69,330 at 6%; with 50% employer match about $69,330 at 4% or $46,220 at 6%; with 100% employer match about $51,998 at 4% or $34,665 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-2,164$69,163,184$9,001,829$4,160iApproximate average salary by contribution assumption: employee only about $103,995 at 4% or $69,330 at 6%; with 50% employer match about $69,330 at 4% or $46,220 at 6%; with 100% employer match about $51,998 at 4% or $34,665 at 6%.
Inter-Tel Incorporated Employee Stock Ownership Plan-6$12,662--
INTER-TEL INCORPORATED GROUP INSURANCE PLAN-1,827---
200431,953$60,732,722$8,105,027$4,150iApproximate average salary by contribution assumption: employee only about $103,751 at 4% or $69,167 at 6%; with 50% employer match about $69,167 at 4% or $46,112 at 6%; with 100% employer match about $51,875 at 4% or $34,584 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,953$60,701,509$8,105,027$4,150iApproximate average salary by contribution assumption: employee only about $103,751 at 4% or $69,167 at 6%; with 50% employer match about $69,167 at 4% or $46,112 at 6%; with 100% employer match about $51,875 at 4% or $34,584 at 6%.
Inter-Tel Incorporated Employee Stock Ownership Plan-7$31,213--
INTER-TEL INCORPORATED GROUP INSURANCE PLAN-1,662---
200331,728$51,829,501$9,240,136$5,347iApproximate average salary by contribution assumption: employee only about $133,683 at 4% or $89,122 at 6%; with 50% employer match about $89,122 at 4% or $59,414 at 6%; with 100% employer match about $66,841 at 4% or $44,561 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,728$51,801,024$9,240,136$5,347iApproximate average salary by contribution assumption: employee only about $133,683 at 4% or $89,122 at 6%; with 50% employer match about $89,122 at 4% or $59,414 at 6%; with 100% employer match about $66,841 at 4% or $44,561 at 6%.
Inter-Tel Incorporated Employee Stock Ownership Plan-7$28,477--
INTER-TEL INCORPORATED GROUP INSURANCE PLAN-1,478---
200231,676$39,914,042$6,996,311$4,174iApproximate average salary by contribution assumption: employee only about $104,360 at 4% or $69,573 at 6%; with 50% employer match about $69,573 at 4% or $46,382 at 6%; with 100% employer match about $52,180 at 4% or $34,787 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,676$36,258,429$6,996,311$4,174iApproximate average salary by contribution assumption: employee only about $104,360 at 4% or $69,573 at 6%; with 50% employer match about $69,573 at 4% or $46,382 at 6%; with 100% employer match about $52,180 at 4% or $34,787 at 6%.
Inter-Tel Incorporated Employee Stock Ownership Plan-386$3,655,613--
INTER-TEL INCORPORATED GROUP INSURANCE PLAN-1,497---
200131,611$41,282,694$7,040,714$4,370iApproximate average salary by contribution assumption: employee only about $109,260 at 4% or $72,840 at 6%; with 50% employer match about $72,840 at 4% or $48,560 at 6%; with 100% employer match about $54,630 at 4% or $36,420 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,611$37,709,266$7,040,714$4,370iApproximate average salary by contribution assumption: employee only about $109,260 at 4% or $72,840 at 6%; with 50% employer match about $72,840 at 4% or $48,560 at 6%; with 100% employer match about $54,630 at 4% or $36,420 at 6%.
Inter-Tel Incorporated Employee Stock Ownership Plan-429$3,573,428--
INTER-TEL INCORPORATED GROUP INSURANCE PLAN-1,573---
200041,710$38,739,247$7,165,149$4,190iApproximate average salary by contribution assumption: employee only about $104,754 at 4% or $69,836 at 6%; with 50% employer match about $69,836 at 4% or $46,557 at 6%; with 100% employer match about $52,377 at 4% or $34,918 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,403$37,222,623$7,165,149$5,107iApproximate average salary by contribution assumption: employee only about $127,675 at 4% or $85,117 at 6%; with 50% employer match about $85,117 at 4% or $56,745 at 6%; with 100% employer match about $63,838 at 4% or $42,558 at 6%.
Inter-Tel Incorporated Employee Stock Ownership Plan-479$1,516,624--
INTER-TEL INCORPORATED GROUP INSURANCE PLAN-1,710---
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-1,403---
19992527$42,493,118$47,690$90iApproximate average salary by contribution assumption: employee only about $2,262 at 4% or $1,508 at 6%; with 50% employer match about $1,508 at 4% or $1,005 at 6%; with 100% employer match about $1,131 at 4% or $754 at 6%.
Inter-Tel Incorporated Tax Deferred Savings Plan & Retirement Trust-12$37,106,034$47,690$3,974iApproximate average salary by contribution assumption: employee only about $99,354 at 4% or $66,236 at 6%; with 50% employer match about $66,236 at 4% or $44,157 at 6%; with 100% employer match about $49,677 at 4% or $33,118 at 6%.
Inter-Tel Incorporated Employee Stock Ownership Plan-527$5,387,084--