ISOLVE INVESTMENTS, LLC
Plan context: ISOLVE INVESTMENTS, LLC 401(K) PLAN
EIN 92-2773436 • Sarasota, FL • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$20,906
2025 Contributions
$5,104
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 | 0 | $0 | $5,104 | - |
| ISOLVE INVESTMENTS, LLC 401(K) PLAN | - | 0 | $0 | $5,104 | - |
| 2024 | 1 | 6 | $20,906 | $15,955 | $2,659iApproximate average salary by contribution assumption: employee only about $66,479 at 4% or $44,319 at 6%; with 50% employer match about $44,319 at 4% or $29,546 at 6%; with 100% employer match about $33,240 at 4% or $22,160 at 6%. |
| ISOLVE INVESTMENTS, LLC 401(K) PLAN | - | 6 | $20,906 | $15,955 | $2,659iApproximate average salary by contribution assumption: employee only about $66,479 at 4% or $44,319 at 6%; with 50% employer match about $44,319 at 4% or $29,546 at 6%; with 100% employer match about $33,240 at 4% or $22,160 at 6%. |
| 2023 | 1 | 3 | $6,874 | $6,248 | $2,083iApproximate average salary by contribution assumption: employee only about $52,067 at 4% or $34,711 at 6%; with 50% employer match about $34,711 at 4% or $23,141 at 6%; with 100% employer match about $26,033 at 4% or $17,356 at 6%. |
| ISOLVE INVESTMENTS 401(K) PLAN | - | 3 | $6,874 | $6,248 | $2,083iApproximate average salary by contribution assumption: employee only about $52,067 at 4% or $34,711 at 6%; with 50% employer match about $34,711 at 4% or $23,141 at 6%; with 100% employer match about $26,033 at 4% or $17,356 at 6%. |