Civic Intelligence

Financial Insights Inc.

Plan context: Financial Insights Inc., 401K Profit Sharing Plan

EIN 91-1132992 • Tacoma, WA • 27 filings • 3 plans

1551 Broadway, Suite 600Tacoma, WA 98402
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$1,289,208

2024 Contributions

$369,120

Historical Graphs

Total Assets Over Time

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

$2,377,490$1,188,745$0199920122024YearValue
$1,289,208Latest year 2024

Participants Over Time

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

19100199920122024YearValue
15Latest 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
2024115$1,289,208$369,120$24,608iApproximate average salary by contribution assumption: employee only about $615,200 at 4% or $410,133 at 6%; with 50% employer match about $410,133 at 4% or $273,422 at 6%; with 100% employer match about $307,600 at 4% or $205,067 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-15$1,289,208$369,120$24,608iApproximate average salary by contribution assumption: employee only about $615,200 at 4% or $410,133 at 6%; with 50% employer match about $410,133 at 4% or $273,422 at 6%; with 100% employer match about $307,600 at 4% or $205,067 at 6%.
2023119$1,059,723$346,017$18,211iApproximate average salary by contribution assumption: employee only about $455,286 at 4% or $303,524 at 6%; with 50% employer match about $303,524 at 4% or $202,349 at 6%; with 100% employer match about $227,643 at 4% or $151,762 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-19$1,059,723$346,017$18,211iApproximate average salary by contribution assumption: employee only about $455,286 at 4% or $303,524 at 6%; with 50% employer match about $303,524 at 4% or $202,349 at 6%; with 100% employer match about $227,643 at 4% or $151,762 at 6%.
2022117$2,037,167$261,008$15,353iApproximate average salary by contribution assumption: employee only about $383,835 at 4% or $255,890 at 6%; with 50% employer match about $255,890 at 4% or $170,593 at 6%; with 100% employer match about $191,918 at 4% or $127,945 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-17$2,037,167$261,008$15,353iApproximate average salary by contribution assumption: employee only about $383,835 at 4% or $255,890 at 6%; with 50% employer match about $255,890 at 4% or $170,593 at 6%; with 100% employer match about $191,918 at 4% or $127,945 at 6%.
202119$2,377,490$118,056$13,117iApproximate average salary by contribution assumption: employee only about $327,933 at 4% or $218,622 at 6%; with 50% employer match about $218,622 at 4% or $145,748 at 6%; with 100% employer match about $163,967 at 4% or $109,311 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-9$2,377,490$118,056$13,117iApproximate average salary by contribution assumption: employee only about $327,933 at 4% or $218,622 at 6%; with 50% employer match about $218,622 at 4% or $145,748 at 6%; with 100% employer match about $163,967 at 4% or $109,311 at 6%.
202019$1,999,026$123,462$13,718iApproximate average salary by contribution assumption: employee only about $342,950 at 4% or $228,633 at 6%; with 50% employer match about $228,633 at 4% or $152,422 at 6%; with 100% employer match about $171,475 at 4% or $114,317 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-9$1,999,026$123,462$13,718iApproximate average salary by contribution assumption: employee only about $342,950 at 4% or $228,633 at 6%; with 50% employer match about $228,633 at 4% or $152,422 at 6%; with 100% employer match about $171,475 at 4% or $114,317 at 6%.
201918$1,688,031$122,136$15,267iApproximate average salary by contribution assumption: employee only about $381,675 at 4% or $254,450 at 6%; with 50% employer match about $254,450 at 4% or $169,633 at 6%; with 100% employer match about $190,838 at 4% or $127,225 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-8$1,688,031$122,136$15,267iApproximate average salary by contribution assumption: employee only about $381,675 at 4% or $254,450 at 6%; with 50% employer match about $254,450 at 4% or $169,633 at 6%; with 100% employer match about $190,838 at 4% or $127,225 at 6%.
201817$1,276,242$90,296$12,899iApproximate average salary by contribution assumption: employee only about $322,486 at 4% or $214,990 at 6%; with 50% employer match about $214,990 at 4% or $143,327 at 6%; with 100% employer match about $161,243 at 4% or $107,495 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-7$1,276,242$90,296$12,899iApproximate average salary by contribution assumption: employee only about $322,486 at 4% or $214,990 at 6%; with 50% employer match about $214,990 at 4% or $143,327 at 6%; with 100% employer match about $161,243 at 4% or $107,495 at 6%.
201717$1,451,650$82,253$11,750iApproximate average salary by contribution assumption: employee only about $293,761 at 4% or $195,840 at 6%; with 50% employer match about $195,840 at 4% or $130,560 at 6%; with 100% employer match about $146,880 at 4% or $97,920 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-7$1,451,650$82,253$11,750iApproximate average salary by contribution assumption: employee only about $293,761 at 4% or $195,840 at 6%; with 50% employer match about $195,840 at 4% or $130,560 at 6%; with 100% employer match about $146,880 at 4% or $97,920 at 6%.
201616$1,129,524$64,750$10,792iApproximate average salary by contribution assumption: employee only about $269,792 at 4% or $179,861 at 6%; with 50% employer match about $179,861 at 4% or $119,907 at 6%; with 100% employer match about $134,896 at 4% or $89,931 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-6$1,129,524$64,750$10,792iApproximate average salary by contribution assumption: employee only about $269,792 at 4% or $179,861 at 6%; with 50% employer match about $179,861 at 4% or $119,907 at 6%; with 100% employer match about $134,896 at 4% or $89,931 at 6%.
201516$980,224$48,245$8,041iApproximate average salary by contribution assumption: employee only about $201,021 at 4% or $134,014 at 6%; with 50% employer match about $134,014 at 4% or $89,343 at 6%; with 100% employer match about $100,510 at 4% or $67,007 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-6$980,224$48,245$8,041iApproximate average salary by contribution assumption: employee only about $201,021 at 4% or $134,014 at 6%; with 50% employer match about $134,014 at 4% or $89,343 at 6%; with 100% employer match about $100,510 at 4% or $67,007 at 6%.
201416$926,652$50,182$8,364iApproximate average salary by contribution assumption: employee only about $209,092 at 4% or $139,394 at 6%; with 50% employer match about $139,394 at 4% or $92,930 at 6%; with 100% employer match about $104,546 at 4% or $69,697 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-6$926,652$50,182$8,364iApproximate average salary by contribution assumption: employee only about $209,092 at 4% or $139,394 at 6%; with 50% employer match about $139,394 at 4% or $92,930 at 6%; with 100% employer match about $104,546 at 4% or $69,697 at 6%.
201317$897,114$43,787$6,255iApproximate average salary by contribution assumption: employee only about $156,382 at 4% or $104,255 at 6%; with 50% employer match about $104,255 at 4% or $69,503 at 6%; with 100% employer match about $78,191 at 4% or $52,127 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-7$897,114$43,787$6,255iApproximate average salary by contribution assumption: employee only about $156,382 at 4% or $104,255 at 6%; with 50% employer match about $104,255 at 4% or $69,503 at 6%; with 100% employer match about $78,191 at 4% or $52,127 at 6%.
201215$686,693$34,191$6,838iApproximate average salary by contribution assumption: employee only about $170,955 at 4% or $113,970 at 6%; with 50% employer match about $113,970 at 4% or $75,980 at 6%; with 100% employer match about $85,478 at 4% or $56,985 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-5$686,693$34,191$6,838iApproximate average salary by contribution assumption: employee only about $170,955 at 4% or $113,970 at 6%; with 50% employer match about $113,970 at 4% or $75,980 at 6%; with 100% employer match about $85,478 at 4% or $56,985 at 6%.
201116$582,934$33,846$5,641iApproximate average salary by contribution assumption: employee only about $141,025 at 4% or $94,017 at 6%; with 50% employer match about $94,017 at 4% or $62,678 at 6%; with 100% employer match about $70,513 at 4% or $47,008 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-6$582,934$33,846$5,641iApproximate average salary by contribution assumption: employee only about $141,025 at 4% or $94,017 at 6%; with 50% employer match about $94,017 at 4% or $62,678 at 6%; with 100% employer match about $70,513 at 4% or $47,008 at 6%.
201017$796,646$67,089$9,584iApproximate average salary by contribution assumption: employee only about $239,604 at 4% or $159,736 at 6%; with 50% employer match about $159,736 at 4% or $106,490 at 6%; with 100% employer match about $119,802 at 4% or $79,868 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-7$796,646$67,089$9,584iApproximate average salary by contribution assumption: employee only about $239,604 at 4% or $159,736 at 6%; with 50% employer match about $159,736 at 4% or $106,490 at 6%; with 100% employer match about $119,802 at 4% or $79,868 at 6%.
200916$760,713$24,879$4,147iApproximate average salary by contribution assumption: employee only about $103,663 at 4% or $69,108 at 6%; with 50% employer match about $69,108 at 4% or $46,072 at 6%; with 100% employer match about $51,831 at 4% or $34,554 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-6$760,713$24,879$4,147iApproximate average salary by contribution assumption: employee only about $103,663 at 4% or $69,108 at 6%; with 50% employer match about $69,108 at 4% or $46,072 at 6%; with 100% employer match about $51,831 at 4% or $34,554 at 6%.
200825$549,429$55,152$11,030iApproximate average salary by contribution assumption: employee only about $275,760 at 4% or $183,840 at 6%; with 50% employer match about $183,840 at 4% or $122,560 at 6%; with 100% employer match about $137,880 at 4% or $91,920 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-5$549,429$55,152$11,030iApproximate average salary by contribution assumption: employee only about $275,760 at 4% or $183,840 at 6%; with 50% employer match about $183,840 at 4% or $122,560 at 6%; with 100% employer match about $137,880 at 4% or $91,920 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-5---
200715$0$0-
Financial Insights Inc., 401K Profit Sharing Plan-5---
200615$628,021$77,718$15,544iApproximate average salary by contribution assumption: employee only about $388,590 at 4% or $259,060 at 6%; with 50% employer match about $259,060 at 4% or $172,707 at 6%; with 100% employer match about $194,295 at 4% or $129,530 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-5$628,021$77,718$15,544iApproximate average salary by contribution assumption: employee only about $388,590 at 4% or $259,060 at 6%; with 50% employer match about $259,060 at 4% or $172,707 at 6%; with 100% employer match about $194,295 at 4% or $129,530 at 6%.
200513$473,477$62,490$20,830iApproximate average salary by contribution assumption: employee only about $520,750 at 4% or $347,167 at 6%; with 50% employer match about $347,167 at 4% or $231,444 at 6%; with 100% employer match about $260,375 at 4% or $173,583 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-3$473,477$62,490$20,830iApproximate average salary by contribution assumption: employee only about $520,750 at 4% or $347,167 at 6%; with 50% employer match about $347,167 at 4% or $231,444 at 6%; with 100% employer match about $260,375 at 4% or $173,583 at 6%.
200413$372,981$93,587$31,196iApproximate average salary by contribution assumption: employee only about $779,892 at 4% or $519,928 at 6%; with 50% employer match about $519,928 at 4% or $346,619 at 6%; with 100% employer match about $389,946 at 4% or $259,964 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-3$372,981$93,587$31,196iApproximate average salary by contribution assumption: employee only about $779,892 at 4% or $519,928 at 6%; with 50% employer match about $519,928 at 4% or $346,619 at 6%; with 100% employer match about $389,946 at 4% or $259,964 at 6%.
200314$253,130$38,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-4$253,130$38,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
200216$180,901$41,736$6,956iApproximate average salary by contribution assumption: employee only about $173,900 at 4% or $115,933 at 6%; with 50% employer match about $115,933 at 4% or $77,289 at 6%; with 100% employer match about $86,950 at 4% or $57,967 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-6$180,901$41,736$6,956iApproximate average salary by contribution assumption: employee only about $173,900 at 4% or $115,933 at 6%; with 50% employer match about $115,933 at 4% or $77,289 at 6%; with 100% employer match about $86,950 at 4% or $57,967 at 6%.
200114$179,447$25,370$6,343iApproximate average salary by contribution assumption: employee only about $158,563 at 4% or $105,708 at 6%; with 50% employer match about $105,708 at 4% or $70,472 at 6%; with 100% employer match about $79,281 at 4% or $52,854 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-4$179,447$25,370$6,343iApproximate average salary by contribution assumption: employee only about $158,563 at 4% or $105,708 at 6%; with 50% employer match about $105,708 at 4% or $70,472 at 6%; with 100% employer match about $79,281 at 4% or $52,854 at 6%.
200014$180,069$48,221$12,055iApproximate average salary by contribution assumption: employee only about $301,381 at 4% or $200,921 at 6%; with 50% employer match about $200,921 at 4% or $133,947 at 6%; with 100% employer match about $150,691 at 4% or $100,460 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-4$180,069$48,221$12,055iApproximate average salary by contribution assumption: employee only about $301,381 at 4% or $200,921 at 6%; with 50% employer match about $200,921 at 4% or $133,947 at 6%; with 100% employer match about $150,691 at 4% or $100,460 at 6%.
199915$148,244$46,211$9,242iApproximate average salary by contribution assumption: employee only about $231,055 at 4% or $154,037 at 6%; with 50% employer match about $154,037 at 4% or $102,691 at 6%; with 100% employer match about $115,528 at 4% or $77,018 at 6%.
Financial Insights Inc., 401K Profit Sharing Plan-5$148,244$46,211$9,242iApproximate average salary by contribution assumption: employee only about $231,055 at 4% or $154,037 at 6%; with 50% employer match about $154,037 at 4% or $102,691 at 6%; with 100% employer match about $115,528 at 4% or $77,018 at 6%.