Civic Intelligence

Ims Capital Management

Plan context: Ims Capital Management Profit Sharing Plan

EIN 93-0976985 • Happy Valley, OR • 24 filings • 2 plans

8995 SE Otty RdHappy Valley, OR 97086
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,674,299

2024 Contributions

$107,408

Historical Graphs

Total Assets Over Time

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

$1,674,299$837,150$0200120132024YearValue
$1,674,299Latest year 2024

Participants Over Time

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

1470200120132024YearValue
10Latest 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
2024110$1,674,299$107,408$10,741iApproximate average salary by contribution assumption: employee only about $268,520 at 4% or $179,013 at 6%; with 50% employer match about $179,013 at 4% or $119,342 at 6%; with 100% employer match about $134,260 at 4% or $89,507 at 6%.
Ims Capital Management Profit Sharing Plan-10$1,674,299$107,408$10,741iApproximate average salary by contribution assumption: employee only about $268,520 at 4% or $179,013 at 6%; with 50% employer match about $179,013 at 4% or $119,342 at 6%; with 100% employer match about $134,260 at 4% or $89,507 at 6%.
2023110$1,400,276$103,739$10,374iApproximate average salary by contribution assumption: employee only about $259,348 at 4% or $172,898 at 6%; with 50% employer match about $172,898 at 4% or $115,266 at 6%; with 100% employer match about $129,674 at 4% or $86,449 at 6%.
Ims Capital Management Profit Sharing Plan-10$1,400,276$103,739$10,374iApproximate average salary by contribution assumption: employee only about $259,348 at 4% or $172,898 at 6%; with 50% employer match about $172,898 at 4% or $115,266 at 6%; with 100% employer match about $129,674 at 4% or $86,449 at 6%.
2022110$938,839$119,964$11,996iApproximate average salary by contribution assumption: employee only about $299,910 at 4% or $199,940 at 6%; with 50% employer match about $199,940 at 4% or $133,293 at 6%; with 100% employer match about $149,955 at 4% or $99,970 at 6%.
Ims Capital Management Profit Sharing Plan-10$938,839$119,964$11,996iApproximate average salary by contribution assumption: employee only about $299,910 at 4% or $199,940 at 6%; with 50% employer match about $199,940 at 4% or $133,293 at 6%; with 100% employer match about $149,955 at 4% or $99,970 at 6%.
2021110$1,253,192$115,862$11,586iApproximate average salary by contribution assumption: employee only about $289,655 at 4% or $193,103 at 6%; with 50% employer match about $193,103 at 4% or $128,736 at 6%; with 100% employer match about $144,828 at 4% or $96,552 at 6%.
Ims Capital Management Profit Sharing Plan-10$1,253,192$115,862$11,586iApproximate average salary by contribution assumption: employee only about $289,655 at 4% or $193,103 at 6%; with 50% employer match about $193,103 at 4% or $128,736 at 6%; with 100% employer match about $144,828 at 4% or $96,552 at 6%.
2020112$1,193,443$77,724$6,477iApproximate average salary by contribution assumption: employee only about $161,925 at 4% or $107,950 at 6%; with 50% employer match about $107,950 at 4% or $71,967 at 6%; with 100% employer match about $80,963 at 4% or $53,975 at 6%.
Ims Capital Management Profit Sharing Plan-12$1,193,443$77,724$6,477iApproximate average salary by contribution assumption: employee only about $161,925 at 4% or $107,950 at 6%; with 50% employer match about $107,950 at 4% or $71,967 at 6%; with 100% employer match about $80,963 at 4% or $53,975 at 6%.
2019112$1,018,844$71,753$5,979iApproximate average salary by contribution assumption: employee only about $149,485 at 4% or $99,657 at 6%; with 50% employer match about $99,657 at 4% or $66,438 at 6%; with 100% employer match about $74,743 at 4% or $49,828 at 6%.
Ims Capital Management Profit Sharing Plan-12$1,018,844$71,753$5,979iApproximate average salary by contribution assumption: employee only about $149,485 at 4% or $99,657 at 6%; with 50% employer match about $99,657 at 4% or $66,438 at 6%; with 100% employer match about $74,743 at 4% or $49,828 at 6%.
201818$749,085$60,799$7,600iApproximate average salary by contribution assumption: employee only about $189,997 at 4% or $126,665 at 6%; with 50% employer match about $126,665 at 4% or $84,443 at 6%; with 100% employer match about $94,998 at 4% or $63,332 at 6%.
Ims Capital Management Profit Sharing Plan-8$749,085$60,799$7,600iApproximate average salary by contribution assumption: employee only about $189,997 at 4% or $126,665 at 6%; with 50% employer match about $126,665 at 4% or $84,443 at 6%; with 100% employer match about $94,998 at 4% or $63,332 at 6%.
2017110$790,269$118,643$11,864iApproximate average salary by contribution assumption: employee only about $296,608 at 4% or $197,738 at 6%; with 50% employer match about $197,738 at 4% or $131,826 at 6%; with 100% employer match about $148,304 at 4% or $98,869 at 6%.
Ims Capital Management Profit Sharing Plan-10$790,269$118,643$11,864iApproximate average salary by contribution assumption: employee only about $296,608 at 4% or $197,738 at 6%; with 50% employer match about $197,738 at 4% or $131,826 at 6%; with 100% employer match about $148,304 at 4% or $98,869 at 6%.
201619$624,669$86,470$9,608iApproximate average salary by contribution assumption: employee only about $240,194 at 4% or $160,130 at 6%; with 50% employer match about $160,130 at 4% or $106,753 at 6%; with 100% employer match about $120,097 at 4% or $80,065 at 6%.
Ims Capital Management Profit Sharing Plan-9$624,669$86,470$9,608iApproximate average salary by contribution assumption: employee only about $240,194 at 4% or $160,130 at 6%; with 50% employer match about $160,130 at 4% or $106,753 at 6%; with 100% employer match about $120,097 at 4% or $80,065 at 6%.
201518$515,430$79,904$9,988iApproximate average salary by contribution assumption: employee only about $249,700 at 4% or $166,467 at 6%; with 50% employer match about $166,467 at 4% or $110,978 at 6%; with 100% employer match about $124,850 at 4% or $83,233 at 6%.
Ims Capital Management Profit Sharing Plan-8$515,430$79,904$9,988iApproximate average salary by contribution assumption: employee only about $249,700 at 4% or $166,467 at 6%; with 50% employer match about $166,467 at 4% or $110,978 at 6%; with 100% employer match about $124,850 at 4% or $83,233 at 6%.
201417$420,094$68,775$9,825iApproximate average salary by contribution assumption: employee only about $245,625 at 4% or $163,750 at 6%; with 50% employer match about $163,750 at 4% or $109,167 at 6%; with 100% employer match about $122,813 at 4% or $81,875 at 6%.
Ims Capital Management Profit Sharing Plan-7$420,094$68,775$9,825iApproximate average salary by contribution assumption: employee only about $245,625 at 4% or $163,750 at 6%; with 50% employer match about $163,750 at 4% or $109,167 at 6%; with 100% employer match about $122,813 at 4% or $81,875 at 6%.
201317$349,044$18,000$2,571iApproximate average salary by contribution assumption: employee only about $64,286 at 4% or $42,857 at 6%; with 50% employer match about $42,857 at 4% or $28,571 at 6%; with 100% employer match about $32,143 at 4% or $21,429 at 6%.
Ims Capital Management Profit Sharing Plan-7$349,044$18,000$2,571iApproximate average salary by contribution assumption: employee only about $64,286 at 4% or $42,857 at 6%; with 50% employer match about $42,857 at 4% or $28,571 at 6%; with 100% employer match about $32,143 at 4% or $21,429 at 6%.
201219$299,993$18,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Ims Capital Management Profit Sharing Plan-9$299,993$18,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
201119$291,054$44,851$4,983iApproximate average salary by contribution assumption: employee only about $124,586 at 4% or $83,057 at 6%; with 50% employer match about $83,057 at 4% or $55,372 at 6%; with 100% employer match about $62,293 at 4% or $41,529 at 6%.
Ims Capital Management Profit Sharing Plan-9$291,054$44,851$4,983iApproximate average salary by contribution assumption: employee only about $124,586 at 4% or $83,057 at 6%; with 50% employer match about $83,057 at 4% or $55,372 at 6%; with 100% employer match about $62,293 at 4% or $41,529 at 6%.
201016$1,004,249$23,185$3,864iApproximate average salary by contribution assumption: employee only about $96,604 at 4% or $64,403 at 6%; with 50% employer match about $64,403 at 4% or $42,935 at 6%; with 100% employer match about $48,302 at 4% or $32,201 at 6%.
Ims Capital Management Profit Sharing Plan-6$1,004,249$23,185$3,864iApproximate average salary by contribution assumption: employee only about $96,604 at 4% or $64,403 at 6%; with 50% employer match about $64,403 at 4% or $42,935 at 6%; with 100% employer match about $48,302 at 4% or $32,201 at 6%.
2009111$1,135,785$43,271$3,934iApproximate average salary by contribution assumption: employee only about $98,343 at 4% or $65,562 at 6%; with 50% employer match about $65,562 at 4% or $43,708 at 6%; with 100% employer match about $49,172 at 4% or $32,781 at 6%.
Ims Capital Management Profit Sharing Plan-11$1,135,785$43,271$3,934iApproximate average salary by contribution assumption: employee only about $98,343 at 4% or $65,562 at 6%; with 50% employer match about $65,562 at 4% or $43,708 at 6%; with 100% employer match about $49,172 at 4% or $32,781 at 6%.
2008114$894,843$114,058$8,147iApproximate average salary by contribution assumption: employee only about $203,675 at 4% or $135,783 at 6%; with 50% employer match about $135,783 at 4% or $90,522 at 6%; with 100% employer match about $101,838 at 4% or $67,892 at 6%.
Ims Capital Management Profit Sharing Plan-14$894,843$114,058$8,147iApproximate average salary by contribution assumption: employee only about $203,675 at 4% or $135,783 at 6%; with 50% employer match about $135,783 at 4% or $90,522 at 6%; with 100% employer match about $101,838 at 4% or $67,892 at 6%.
2007112$1,291,948$196,582$16,382iApproximate average salary by contribution assumption: employee only about $409,546 at 4% or $273,031 at 6%; with 50% employer match about $273,031 at 4% or $182,020 at 6%; with 100% employer match about $204,773 at 4% or $136,515 at 6%.
Ims Capital Management Profit Sharing Plan-12$1,291,948$196,582$16,382iApproximate average salary by contribution assumption: employee only about $409,546 at 4% or $273,031 at 6%; with 50% employer match about $273,031 at 4% or $182,020 at 6%; with 100% employer match about $204,773 at 4% or $136,515 at 6%.
2006112$1,095,303$163,253$13,604iApproximate average salary by contribution assumption: employee only about $340,110 at 4% or $226,740 at 6%; with 50% employer match about $226,740 at 4% or $151,160 at 6%; with 100% employer match about $170,055 at 4% or $113,370 at 6%.
Ims Capital Management Profit Sharing Plan-12$1,095,303$163,253$13,604iApproximate average salary by contribution assumption: employee only about $340,110 at 4% or $226,740 at 6%; with 50% employer match about $226,740 at 4% or $151,160 at 6%; with 100% employer match about $170,055 at 4% or $113,370 at 6%.
2005111$871,350$138,119$12,556iApproximate average salary by contribution assumption: employee only about $313,907 at 4% or $209,271 at 6%; with 50% employer match about $209,271 at 4% or $139,514 at 6%; with 100% employer match about $156,953 at 4% or $104,636 at 6%.
Ims Capital Management Profit Sharing Plan-11$871,350$138,119$12,556iApproximate average salary by contribution assumption: employee only about $313,907 at 4% or $209,271 at 6%; with 50% employer match about $209,271 at 4% or $139,514 at 6%; with 100% employer match about $156,953 at 4% or $104,636 at 6%.
2004110$698,275$32,003$3,200iApproximate average salary by contribution assumption: employee only about $80,008 at 4% or $53,338 at 6%; with 50% employer match about $53,338 at 4% or $35,559 at 6%; with 100% employer match about $40,004 at 4% or $26,669 at 6%.
Ims Capital Management Profit Sharing Plan-10$698,275$32,003$3,200iApproximate average salary by contribution assumption: employee only about $80,008 at 4% or $53,338 at 6%; with 50% employer match about $53,338 at 4% or $35,559 at 6%; with 100% employer match about $40,004 at 4% or $26,669 at 6%.
200319$596,361$514,886$57,210iApproximate average salary by contribution assumption: employee only about $1,430,239 at 4% or $953,493 at 6%; with 50% employer match about $953,493 at 4% or $635,662 at 6%; with 100% employer match about $715,119 at 4% or $476,746 at 6%.
Ims Capital Management Profit Sharing Plan-9$596,361$514,886$57,210iApproximate average salary by contribution assumption: employee only about $1,430,239 at 4% or $953,493 at 6%; with 50% employer match about $953,493 at 4% or $635,662 at 6%; with 100% employer match about $715,119 at 4% or $476,746 at 6%.
200215$20,446$17,197$3,439iApproximate average salary by contribution assumption: employee only about $85,985 at 4% or $57,323 at 6%; with 50% employer match about $57,323 at 4% or $38,216 at 6%; with 100% employer match about $42,993 at 4% or $28,662 at 6%.
Ims Capital Management Profit Sharing Plan-5$20,446$17,197$3,439iApproximate average salary by contribution assumption: employee only about $85,985 at 4% or $57,323 at 6%; with 50% employer match about $57,323 at 4% or $38,216 at 6%; with 100% employer match about $42,993 at 4% or $28,662 at 6%.
200115$25,810$23,726$4,745iApproximate average salary by contribution assumption: employee only about $118,630 at 4% or $79,087 at 6%; with 50% employer match about $79,087 at 4% or $52,724 at 6%; with 100% employer match about $59,315 at 4% or $39,543 at 6%.
Ims Capital Management Profit Sharing Plan-5$25,810$23,726$4,745iApproximate average salary by contribution assumption: employee only about $118,630 at 4% or $79,087 at 6%; with 50% employer match about $79,087 at 4% or $52,724 at 6%; with 100% employer match about $59,315 at 4% or $39,543 at 6%.
Ims Capital Management | EIN 93-0976985 | 2024 Form 5500 Company Profile