IMPACT BROKERAGE HOLDINGS LLC
Plan context: IMPACT BROKERAGE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 87-1641161 • Apollo Beach, FL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$530,363
2025 Contributions
$49,427
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 | 15 | $530,363 | $49,427 | $3,295iApproximate average salary by contribution assumption: employee only about $82,378 at 4% or $54,919 at 6%; with 50% employer match about $54,919 at 4% or $36,613 at 6%; with 100% employer match about $41,189 at 4% or $27,459 at 6%. |
| IMPACT BROKERAGE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 15 | $530,363 | $49,427 | $3,295iApproximate average salary by contribution assumption: employee only about $82,378 at 4% or $54,919 at 6%; with 50% employer match about $54,919 at 4% or $36,613 at 6%; with 100% employer match about $41,189 at 4% or $27,459 at 6%. |
| 2024 | 1 | 16 | $432,395 | $46,963 | $2,935iApproximate average salary by contribution assumption: employee only about $73,380 at 4% or $48,920 at 6%; with 50% employer match about $48,920 at 4% or $32,613 at 6%; with 100% employer match about $36,690 at 4% or $24,460 at 6%. |
| IMPACT BROKERAGE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 16 | $432,395 | $46,963 | $2,935iApproximate average salary by contribution assumption: employee only about $73,380 at 4% or $48,920 at 6%; with 50% employer match about $48,920 at 4% or $32,613 at 6%; with 100% employer match about $36,690 at 4% or $24,460 at 6%. |
| 2023 | 1 | 14 | $332,848 | $131,642 | $9,403iApproximate average salary by contribution assumption: employee only about $235,075 at 4% or $156,717 at 6%; with 50% employer match about $156,717 at 4% or $104,478 at 6%; with 100% employer match about $117,538 at 4% or $78,358 at 6%. |
| IMPACT BROKERAGE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 14 | $332,848 | $131,642 | $9,403iApproximate average salary by contribution assumption: employee only about $235,075 at 4% or $156,717 at 6%; with 50% employer match about $156,717 at 4% or $104,478 at 6%; with 100% employer match about $117,538 at 4% or $78,358 at 6%. |
| 2022 | 1 | 24 | $172,542 | $58,007 | $2,417iApproximate average salary by contribution assumption: employee only about $60,424 at 4% or $40,283 at 6%; with 50% employer match about $40,283 at 4% or $26,855 at 6%; with 100% employer match about $30,212 at 4% or $20,141 at 6%. |
| IMPACT BROKERAGE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 24 | $172,542 | $58,007 | $2,417iApproximate average salary by contribution assumption: employee only about $60,424 at 4% or $40,283 at 6%; with 50% employer match about $40,283 at 4% or $26,855 at 6%; with 100% employer match about $30,212 at 4% or $20,141 at 6%. |
| 2021 | 1 | 23 | $192,248 | $73,954 | $3,215iApproximate average salary by contribution assumption: employee only about $80,385 at 4% or $53,590 at 6%; with 50% employer match about $53,590 at 4% or $35,727 at 6%; with 100% employer match about $40,192 at 4% or $26,795 at 6%. |
| IMPACT BROKERAGE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 23 | $192,248 | $73,954 | $3,215iApproximate average salary by contribution assumption: employee only about $80,385 at 4% or $53,590 at 6%; with 50% employer match about $53,590 at 4% or $35,727 at 6%; with 100% employer match about $40,192 at 4% or $26,795 at 6%. |