Investment Realty
Plan context: Investment Realty Profit Sharing Plan
EIN 94-2833040 • 23 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$1,248,985
2021 Contributions
$28,632
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 1 | $1,248,985 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 1 | $1,248,985 | - | - |
| 2020 | 1 | 1 | $1,204,759 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 1 | $1,204,759 | - | - |
| 2019 | 1 | 3 | $1,142,142 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 3 | $1,142,142 | - | - |
| 2018 | 1 | 3 | $1,108,192 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 3 | $1,108,192 | - | - |
| 2017 | 1 | 2 | $1,034,037 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | $1,034,037 | - | - |
| 2016 | 1 | 2 | $976,040 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | $976,040 | - | - |
| 2015 | 1 | 2 | $947,366 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | $947,366 | - | - |
| 2014 | 1 | 2 | $916,738 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | $916,738 | - | - |
| 2013 | 1 | 2 | $868,976 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | $868,976 | - | - |
| 2012 | 1 | 2 | $779,165 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | $779,165 | - | - |
| 2011 | 1 | 2 | $746,014 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | $746,014 | - | - |
| 2010 | 1 | 2 | $714,001 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | $714,001 | - | - |
| 2009 | 1 | 2 | $675,233 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | $675,233 | - | - |
| 2008 | 1 | 1 | $656,834 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 1 | $656,834 | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $559,509 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | $559,509 | - | - |
| 2005 | 1 | 2 | $522,609 | $28,632 | $14,316iApproximate average salary by contribution assumption: employee only about $357,900 at 4% or $238,600 at 6%; with 50% employer match about $238,600 at 4% or $159,067 at 6%; with 100% employer match about $178,950 at 4% or $119,300 at 6%. |
| Investment Realty Profit Sharing Plan | - | 2 | $522,609 | $28,632 | $14,316iApproximate average salary by contribution assumption: employee only about $357,900 at 4% or $238,600 at 6%; with 50% employer match about $238,600 at 4% or $159,067 at 6%; with 100% employer match about $178,950 at 4% or $119,300 at 6%. |
| 2004 | 1 | 2 | $475,357 | $14,662 | $7,331iApproximate average salary by contribution assumption: employee only about $183,275 at 4% or $122,183 at 6%; with 50% employer match about $122,183 at 4% or $81,456 at 6%; with 100% employer match about $91,638 at 4% or $61,092 at 6%. |
| Investment Realty Profit Sharing Plan | - | 2 | $475,357 | $14,662 | $7,331iApproximate average salary by contribution assumption: employee only about $183,275 at 4% or $122,183 at 6%; with 50% employer match about $122,183 at 4% or $81,456 at 6%; with 100% employer match about $91,638 at 4% or $61,092 at 6%. |
| 2003 | 1 | 2 | $452,241 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | $452,241 | - | - |
| 2002 | 1 | 2 | $0 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $267,098 | $0 | - |
| Investment Realty Profit Sharing Plan | - | 2 | $267,098 | - | - |