The Innovation Institute
Plan context: The Innovation Institute LLC 401(K) Profit Sharing Plan
EIN 90-0745066 • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
163
2024 Assets
$24,606,520
2024 Contributions
$1,769,763
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 163 | $24,606,520 | $1,769,763 | $10,857iApproximate average salary by contribution assumption: employee only about $271,436 at 4% or $180,957 at 6%; with 50% employer match about $180,957 at 4% or $120,638 at 6%; with 100% employer match about $135,718 at 4% or $90,479 at 6%. |
| The Innovation Institute LLC 401(K) Profit Sharing Plan | - | 126 | $24,606,520 | $1,769,763 | $14,046iApproximate average salary by contribution assumption: employee only about $351,143 at 4% or $234,096 at 6%; with 50% employer match about $234,096 at 4% or $156,064 at 6%; with 100% employer match about $175,572 at 4% or $117,048 at 6%. |
| The Innovation Institute Health and Welfare Plan | - | 163 | - | - | - |
| 2023 | 2 | 137 | $23,064,969 | $1,596,364 | $11,652iApproximate average salary by contribution assumption: employee only about $291,307 at 4% or $194,205 at 6%; with 50% employer match about $194,205 at 4% or $129,470 at 6%; with 100% employer match about $145,654 at 4% or $97,102 at 6%. |
| The Innovation Institute LLC 401(K) Profit Sharing Plan | - | 133 | $23,064,969 | $1,596,364 | $12,003iApproximate average salary by contribution assumption: employee only about $300,068 at 4% or $200,046 at 6%; with 50% employer match about $200,046 at 4% or $133,364 at 6%; with 100% employer match about $150,034 at 4% or $100,023 at 6%. |
| The Innovation Institute Health and Welfare Plan | - | 137 | - | - | - |
| 2022 | 2 | 358 | $29,180,208 | $3,482,311 | $9,727iApproximate average salary by contribution assumption: employee only about $243,178 at 4% or $162,119 at 6%; with 50% employer match about $162,119 at 4% or $108,079 at 6%; with 100% employer match about $121,589 at 4% or $81,059 at 6%. |
| The Innovation Institute LLC 401(K) Profit Sharing Plan | - | 358 | $29,180,208 | $3,482,311 | $9,727iApproximate average salary by contribution assumption: employee only about $243,178 at 4% or $162,119 at 6%; with 50% employer match about $162,119 at 4% or $108,079 at 6%; with 100% employer match about $121,589 at 4% or $81,059 at 6%. |
| The Innovation Institute Health and Welfare Plan | - | 343 | - | - | - |
| 2021 | 2 | 546 | $38,951,649 | $5,368,895 | $9,833iApproximate average salary by contribution assumption: employee only about $245,829 at 4% or $163,886 at 6%; with 50% employer match about $163,886 at 4% or $109,257 at 6%; with 100% employer match about $122,914 at 4% or $81,943 at 6%. |
| The Innovation Institute LLC 401(K) Profit Sharing Plan | - | 364 | $38,951,649 | $5,368,895 | $14,750iApproximate average salary by contribution assumption: employee only about $368,743 at 4% or $245,829 at 6%; with 50% employer match about $245,829 at 4% or $163,886 at 6%; with 100% employer match about $184,371 at 4% or $122,914 at 6%. |
| The Innovation Institute Health and Welfare Plan | - | 546 | - | - | - |
| 2020 | 2 | 354 | $31,750,634 | $3,905,312 | $11,032iApproximate average salary by contribution assumption: employee only about $275,799 at 4% or $183,866 at 6%; with 50% employer match about $183,866 at 4% or $122,577 at 6%; with 100% employer match about $137,899 at 4% or $91,933 at 6%. |
| The Innovation Institute LLC 401(K) Profit Sharing Plan | - | 291 | $31,750,634 | $3,905,312 | $13,420iApproximate average salary by contribution assumption: employee only about $335,508 at 4% or $223,672 at 6%; with 50% employer match about $223,672 at 4% or $149,115 at 6%; with 100% employer match about $167,754 at 4% or $111,836 at 6%. |
| The Innovation Institute Health and Welfare Plan | - | 354 | - | - | - |
| 2019 | 2 | 270 | $24,161,222 | $3,090,401 | $11,446iApproximate average salary by contribution assumption: employee only about $286,148 at 4% or $190,765 at 6%; with 50% employer match about $190,765 at 4% or $127,177 at 6%; with 100% employer match about $143,074 at 4% or $95,383 at 6%. |
| The Innovation Institute LLC 401(K) Profit Sharing Plan | - | 195 | $24,161,222 | $3,090,401 | $15,848iApproximate average salary by contribution assumption: employee only about $396,205 at 4% or $264,137 at 6%; with 50% employer match about $264,137 at 4% or $176,091 at 6%; with 100% employer match about $198,103 at 4% or $132,068 at 6%. |
| The Innovation Institute Health and Welfare Plan | - | 270 | - | - | - |
| 2018 | 2 | 273 | $19,558,942 | $1,469,558 | $5,383iApproximate average salary by contribution assumption: employee only about $134,575 at 4% or $89,717 at 6%; with 50% employer match about $89,717 at 4% or $59,811 at 6%; with 100% employer match about $67,287 at 4% or $44,858 at 6%. |
| The Innovation Institute LLC 401(K) Profit Sharing Plan | - | 169 | $19,558,942 | $1,469,558 | $8,696iApproximate average salary by contribution assumption: employee only about $217,390 at 4% or $144,927 at 6%; with 50% employer match about $144,927 at 4% or $96,618 at 6%; with 100% employer match about $108,695 at 4% or $72,463 at 6%. |
| The Innovation Institute Health and Welfare Plan | - | 273 | - | - | - |
| 2017 | 2 | 282 | $19,425,322 | $2,090,155 | $7,412iApproximate average salary by contribution assumption: employee only about $185,297 at 4% or $123,532 at 6%; with 50% employer match about $123,532 at 4% or $82,354 at 6%; with 100% employer match about $92,649 at 4% or $61,766 at 6%. |
| The Innovation Institute LLC 401(K) Profit Sharing Plan | - | 195 | $19,425,322 | $2,090,155 | $10,719iApproximate average salary by contribution assumption: employee only about $267,969 at 4% or $178,646 at 6%; with 50% employer match about $178,646 at 4% or $119,097 at 6%; with 100% employer match about $133,984 at 4% or $89,323 at 6%. |
| The Innovation Institute Health and Welfare Plan | - | 282 | - | - | - |
| 2016 | 2 | 248 | $15,870,521 | $1,849,835 | $7,459iApproximate average salary by contribution assumption: employee only about $186,475 at 4% or $124,317 at 6%; with 50% employer match about $124,317 at 4% or $82,878 at 6%; with 100% employer match about $93,238 at 4% or $62,158 at 6%. |
| The Innovation Institute LLC 401(K) Profit Sharing Plan | - | 157 | $15,870,521 | $1,849,835 | $11,782iApproximate average salary by contribution assumption: employee only about $294,560 at 4% or $196,373 at 6%; with 50% employer match about $196,373 at 4% or $130,915 at 6%; with 100% employer match about $147,280 at 4% or $98,187 at 6%. |
| The Innovation Institute Health and Welfare Plan | - | 248 | - | - | - |
| 2015 | 2 | 192 | $14,304,820 | $1,823,281 | $9,496iApproximate average salary by contribution assumption: employee only about $237,406 at 4% or $158,271 at 6%; with 50% employer match about $158,271 at 4% or $105,514 at 6%; with 100% employer match about $118,703 at 4% or $79,135 at 6%. |
| The Innovation Institute LLC 401(K) Profit Sharing Plan | - | 142 | $14,304,820 | $1,823,281 | $12,840iApproximate average salary by contribution assumption: employee only about $321,000 at 4% or $214,000 at 6%; with 50% employer match about $214,000 at 4% or $142,667 at 6%; with 100% employer match about $160,500 at 4% or $107,000 at 6%. |
| The Innovation Institute Health and Welfare Plan | - | 192 | - | - | - |
| 2014 | 1 | 169 | $0 | $0 | - |
| The Innovation Institute Health and Welfare Plan | - | 169 | - | - | - |