Civic Intelligence

Integrated Financial Services Group

Plan context: Integrated Financial Services Group Retirement Plan

EIN 04-3155391 • Plainville, MA • 15 filings • 3 plans

72 Taunton Street Suite 201P O Box 9Plainville, MA 02762
Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$900,708

2009 Contributions

$105,000

Historical Graphs

Total Assets Over Time

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

$979,074$489,537$0199920042007YearValue
$900,708Latest year 2007

Participants Over Time

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

950199920032007YearValue
3Latest year 2007

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
200910$0$0-
Integrated Financial Services Group Retirement Plan-----
200810$0$0-
Integrated Financial Services Group Retirement Plan-0---
200713$900,708$0-
Integrated Financial Services Group Retirement Plan-3$900,708--
200614$979,074$105,000$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
Integrated Financial Services Group Retirement Plan-4$979,074$105,000$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
200514$912,676$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Integrated Financial Services Group Retirement Plan-4$912,676$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200415$798,596$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Integrated Financial Services Group Retirement Plan-5$798,596$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
200325$639,891$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Integrated Financial Services Group Retirement Plan-5$639,891$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Integrated Financial Services Group Defined Benefit Pension Plan-0---
200218$361,384$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Integrated Financial Services Group Retirement Plan-8$361,384$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200139$0$0-
Integrated Financial Services Group Defined Benefit Pension Plan-2---
Integrated Financial Services Group Defined Benefit Pension Plan-2---
Integrated Financial Services Group Retirement Plan-9---
200026$309,554$182,607$30,435iApproximate average salary by contribution assumption: employee only about $760,863 at 4% or $507,242 at 6%; with 50% employer match about $507,242 at 4% or $338,161 at 6%; with 100% employer match about $380,431 at 4% or $253,621 at 6%.
Integrated Financial Services Group Retirement Plan-6$245,700$118,753$19,792iApproximate average salary by contribution assumption: employee only about $494,804 at 4% or $329,869 at 6%; with 50% employer match about $329,869 at 4% or $219,913 at 6%; with 100% employer match about $247,402 at 4% or $164,935 at 6%.
Integrated Financial Services Group Defined Benefit Pension Plan-2$63,854$63,854$31,927iApproximate average salary by contribution assumption: employee only about $798,175 at 4% or $532,117 at 6%; with 50% employer match about $532,117 at 4% or $354,744 at 6%; with 100% employer match about $399,088 at 4% or $266,058 at 6%.
199912$135,345$44,625$22,313iApproximate average salary by contribution assumption: employee only about $557,813 at 4% or $371,875 at 6%; with 50% employer match about $371,875 at 4% or $247,917 at 6%; with 100% employer match about $278,906 at 4% or $185,938 at 6%.
Integrated Financial Services Group Retirement Plan-2$135,345$44,625$22,313iApproximate average salary by contribution assumption: employee only about $557,813 at 4% or $371,875 at 6%; with 50% employer match about $371,875 at 4% or $247,917 at 6%; with 100% employer match about $278,906 at 4% or $185,938 at 6%.