Instl Equities Inc./Integrated
Plan context: Instl Equities Inc./Integrated Property Systems Inc. 401K Plan
EIN 16-0913047 • Ithaca, NY • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$2,087,923
2024 Contributions
$165,351
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 30 | $2,087,923 | $165,351 | $5,512iApproximate average salary by contribution assumption: employee only about $137,793 at 4% or $91,862 at 6%; with 50% employer match about $91,862 at 4% or $61,241 at 6%; with 100% employer match about $68,896 at 4% or $45,931 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 30 | $2,087,923 | $165,351 | $5,512iApproximate average salary by contribution assumption: employee only about $137,793 at 4% or $91,862 at 6%; with 50% employer match about $91,862 at 4% or $61,241 at 6%; with 100% employer match about $68,896 at 4% or $45,931 at 6%. |
| 2023 | 1 | 27 | $1,750,086 | $97,031 | $3,594iApproximate average salary by contribution assumption: employee only about $89,844 at 4% or $59,896 at 6%; with 50% employer match about $59,896 at 4% or $39,930 at 6%; with 100% employer match about $44,922 at 4% or $29,948 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 27 | $1,750,086 | $97,031 | $3,594iApproximate average salary by contribution assumption: employee only about $89,844 at 4% or $59,896 at 6%; with 50% employer match about $59,896 at 4% or $39,930 at 6%; with 100% employer match about $44,922 at 4% or $29,948 at 6%. |
| 2022 | 1 | 20 | $1,487,306 | $557,201 | $27,860iApproximate average salary by contribution assumption: employee only about $696,501 at 4% or $464,334 at 6%; with 50% employer match about $464,334 at 4% or $309,556 at 6%; with 100% employer match about $348,251 at 4% or $232,167 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 20 | $1,487,306 | $557,201 | $27,860iApproximate average salary by contribution assumption: employee only about $696,501 at 4% or $464,334 at 6%; with 50% employer match about $464,334 at 4% or $309,556 at 6%; with 100% employer match about $348,251 at 4% or $232,167 at 6%. |
| 2021 | 1 | 30 | $1,167,882 | $49,248 | $1,642iApproximate average salary by contribution assumption: employee only about $41,040 at 4% or $27,360 at 6%; with 50% employer match about $27,360 at 4% or $18,240 at 6%; with 100% employer match about $20,520 at 4% or $13,680 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 30 | $1,167,882 | $49,248 | $1,642iApproximate average salary by contribution assumption: employee only about $41,040 at 4% or $27,360 at 6%; with 50% employer match about $27,360 at 4% or $18,240 at 6%; with 100% employer match about $20,520 at 4% or $13,680 at 6%. |
| 2020 | 1 | 11 | $1,982,041 | $75,931 | $6,903iApproximate average salary by contribution assumption: employee only about $172,570 at 4% or $115,047 at 6%; with 50% employer match about $115,047 at 4% or $76,698 at 6%; with 100% employer match about $86,285 at 4% or $57,523 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 11 | $1,982,041 | $75,931 | $6,903iApproximate average salary by contribution assumption: employee only about $172,570 at 4% or $115,047 at 6%; with 50% employer match about $115,047 at 4% or $76,698 at 6%; with 100% employer match about $86,285 at 4% or $57,523 at 6%. |
| 2019 | 1 | 12 | $1,794,846 | $81,889 | $6,824iApproximate average salary by contribution assumption: employee only about $170,602 at 4% or $113,735 at 6%; with 50% employer match about $113,735 at 4% or $75,823 at 6%; with 100% employer match about $85,301 at 4% or $56,867 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 12 | $1,794,846 | $81,889 | $6,824iApproximate average salary by contribution assumption: employee only about $170,602 at 4% or $113,735 at 6%; with 50% employer match about $113,735 at 4% or $75,823 at 6%; with 100% employer match about $85,301 at 4% or $56,867 at 6%. |
| 2018 | 1 | 13 | $1,733,637 | $79,454 | $6,112iApproximate average salary by contribution assumption: employee only about $152,796 at 4% or $101,864 at 6%; with 50% employer match about $101,864 at 4% or $67,909 at 6%; with 100% employer match about $76,398 at 4% or $50,932 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 13 | $1,733,637 | $79,454 | $6,112iApproximate average salary by contribution assumption: employee only about $152,796 at 4% or $101,864 at 6%; with 50% employer match about $101,864 at 4% or $67,909 at 6%; with 100% employer match about $76,398 at 4% or $50,932 at 6%. |
| 2017 | 1 | 11 | $3,459,741 | $88,981 | $8,089iApproximate average salary by contribution assumption: employee only about $202,230 at 4% or $134,820 at 6%; with 50% employer match about $134,820 at 4% or $89,880 at 6%; with 100% employer match about $101,115 at 4% or $67,410 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 11 | $3,459,741 | $88,981 | $8,089iApproximate average salary by contribution assumption: employee only about $202,230 at 4% or $134,820 at 6%; with 50% employer match about $134,820 at 4% or $89,880 at 6%; with 100% employer match about $101,115 at 4% or $67,410 at 6%. |
| 2016 | 1 | 11 | $2,966,897 | $100,505 | $9,137iApproximate average salary by contribution assumption: employee only about $228,420 at 4% or $152,280 at 6%; with 50% employer match about $152,280 at 4% or $101,520 at 6%; with 100% employer match about $114,210 at 4% or $76,140 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 11 | $2,966,897 | $100,505 | $9,137iApproximate average salary by contribution assumption: employee only about $228,420 at 4% or $152,280 at 6%; with 50% employer match about $152,280 at 4% or $101,520 at 6%; with 100% employer match about $114,210 at 4% or $76,140 at 6%. |
| 2015 | 1 | 12 | $2,654,360 | $59,018 | $4,918iApproximate average salary by contribution assumption: employee only about $122,954 at 4% or $81,969 at 6%; with 50% employer match about $81,969 at 4% or $54,646 at 6%; with 100% employer match about $61,477 at 4% or $40,985 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 12 | $2,654,360 | $59,018 | $4,918iApproximate average salary by contribution assumption: employee only about $122,954 at 4% or $81,969 at 6%; with 50% employer match about $81,969 at 4% or $54,646 at 6%; with 100% employer match about $61,477 at 4% or $40,985 at 6%. |
| 2014 | 1 | 12 | $2,563,707 | $87,459 | $7,288iApproximate average salary by contribution assumption: employee only about $182,206 at 4% or $121,471 at 6%; with 50% employer match about $121,471 at 4% or $80,981 at 6%; with 100% employer match about $91,103 at 4% or $60,735 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 12 | $2,563,707 | $87,459 | $7,288iApproximate average salary by contribution assumption: employee only about $182,206 at 4% or $121,471 at 6%; with 50% employer match about $121,471 at 4% or $80,981 at 6%; with 100% employer match about $91,103 at 4% or $60,735 at 6%. |
| 2013 | 1 | 13 | $2,383,583 | $88,737 | $6,826iApproximate average salary by contribution assumption: employee only about $170,648 at 4% or $113,765 at 6%; with 50% employer match about $113,765 at 4% or $75,844 at 6%; with 100% employer match about $85,324 at 4% or $56,883 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 13 | $2,383,583 | $88,737 | $6,826iApproximate average salary by contribution assumption: employee only about $170,648 at 4% or $113,765 at 6%; with 50% employer match about $113,765 at 4% or $75,844 at 6%; with 100% employer match about $85,324 at 4% or $56,883 at 6%. |
| 2012 | 1 | 21 | $2,246,743 | $80,046 | $3,812iApproximate average salary by contribution assumption: employee only about $95,293 at 4% or $63,529 at 6%; with 50% employer match about $63,529 at 4% or $42,352 at 6%; with 100% employer match about $47,646 at 4% or $31,764 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 21 | $2,246,743 | $80,046 | $3,812iApproximate average salary by contribution assumption: employee only about $95,293 at 4% or $63,529 at 6%; with 50% employer match about $63,529 at 4% or $42,352 at 6%; with 100% employer match about $47,646 at 4% or $31,764 at 6%. |
| 2011 | 1 | 13 | $2,422,678 | $81,668 | $6,282iApproximate average salary by contribution assumption: employee only about $157,054 at 4% or $104,703 at 6%; with 50% employer match about $104,703 at 4% or $69,802 at 6%; with 100% employer match about $78,527 at 4% or $52,351 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 13 | $2,422,678 | $81,668 | $6,282iApproximate average salary by contribution assumption: employee only about $157,054 at 4% or $104,703 at 6%; with 50% employer match about $104,703 at 4% or $69,802 at 6%; with 100% employer match about $78,527 at 4% or $52,351 at 6%. |
| 2010 | 1 | 11 | $2,448,686 | $134,800 | $12,255iApproximate average salary by contribution assumption: employee only about $306,364 at 4% or $204,242 at 6%; with 50% employer match about $204,242 at 4% or $136,162 at 6%; with 100% employer match about $153,182 at 4% or $102,121 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 11 | $2,448,686 | $134,800 | $12,255iApproximate average salary by contribution assumption: employee only about $306,364 at 4% or $204,242 at 6%; with 50% employer match about $204,242 at 4% or $136,162 at 6%; with 100% employer match about $153,182 at 4% or $102,121 at 6%. |
| 2009 | 1 | 11 | $2,323,325 | $150,591 | $13,690iApproximate average salary by contribution assumption: employee only about $342,252 at 4% or $228,168 at 6%; with 50% employer match about $228,168 at 4% or $152,112 at 6%; with 100% employer match about $171,126 at 4% or $114,084 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 11 | $2,323,325 | $150,591 | $13,690iApproximate average salary by contribution assumption: employee only about $342,252 at 4% or $228,168 at 6%; with 50% employer match about $228,168 at 4% or $152,112 at 6%; with 100% employer match about $171,126 at 4% or $114,084 at 6%. |
| 2008 | 1 | 13 | $1,819,464 | $148,558 | $11,428iApproximate average salary by contribution assumption: employee only about $285,688 at 4% or $190,459 at 6%; with 50% employer match about $190,459 at 4% or $126,973 at 6%; with 100% employer match about $142,844 at 4% or $95,229 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 13 | $1,819,464 | $148,558 | $11,428iApproximate average salary by contribution assumption: employee only about $285,688 at 4% or $190,459 at 6%; with 50% employer match about $190,459 at 4% or $126,973 at 6%; with 100% employer match about $142,844 at 4% or $95,229 at 6%. |
| 2007 | 1 | 46 | $3,084,860 | $178,152 | $3,873iApproximate average salary by contribution assumption: employee only about $96,822 at 4% or $64,548 at 6%; with 50% employer match about $64,548 at 4% or $43,032 at 6%; with 100% employer match about $48,411 at 4% or $32,274 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 46 | $3,084,860 | $178,152 | $3,873iApproximate average salary by contribution assumption: employee only about $96,822 at 4% or $64,548 at 6%; with 50% employer match about $64,548 at 4% or $43,032 at 6%; with 100% employer match about $48,411 at 4% or $32,274 at 6%. |
| 2006 | 1 | 44 | $2,506,757 | $177,183 | $4,027iApproximate average salary by contribution assumption: employee only about $100,672 at 4% or $67,115 at 6%; with 50% employer match about $67,115 at 4% or $44,743 at 6%; with 100% employer match about $50,336 at 4% or $33,557 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 44 | $2,506,757 | $177,183 | $4,027iApproximate average salary by contribution assumption: employee only about $100,672 at 4% or $67,115 at 6%; with 50% employer match about $67,115 at 4% or $44,743 at 6%; with 100% employer match about $50,336 at 4% or $33,557 at 6%. |
| 2004 | 1 | 45 | $1,904,034 | $193,067 | $4,290iApproximate average salary by contribution assumption: employee only about $107,259 at 4% or $71,506 at 6%; with 50% employer match about $71,506 at 4% or $47,671 at 6%; with 100% employer match about $53,630 at 4% or $35,753 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 45 | $1,904,034 | $193,067 | $4,290iApproximate average salary by contribution assumption: employee only about $107,259 at 4% or $71,506 at 6%; with 50% employer match about $71,506 at 4% or $47,671 at 6%; with 100% employer match about $53,630 at 4% or $35,753 at 6%. |
| 2003 | 1 | 50 | $1,580,145 | $172,017 | $3,440iApproximate average salary by contribution assumption: employee only about $86,009 at 4% or $57,339 at 6%; with 50% employer match about $57,339 at 4% or $38,226 at 6%; with 100% employer match about $43,004 at 4% or $28,670 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 50 | $1,580,145 | $172,017 | $3,440iApproximate average salary by contribution assumption: employee only about $86,009 at 4% or $57,339 at 6%; with 50% employer match about $57,339 at 4% or $38,226 at 6%; with 100% employer match about $43,004 at 4% or $28,670 at 6%. |
| 2002 | 1 | 46 | $1,102,042 | $157,576 | $3,426iApproximate average salary by contribution assumption: employee only about $85,639 at 4% or $57,093 at 6%; with 50% employer match about $57,093 at 4% or $38,062 at 6%; with 100% employer match about $42,820 at 4% or $28,546 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 46 | $1,102,042 | $157,576 | $3,426iApproximate average salary by contribution assumption: employee only about $85,639 at 4% or $57,093 at 6%; with 50% employer match about $57,093 at 4% or $38,062 at 6%; with 100% employer match about $42,820 at 4% or $28,546 at 6%. |
| 2001 | 1 | 46 | $1,119,295 | $161,314 | $3,507iApproximate average salary by contribution assumption: employee only about $87,671 at 4% or $58,447 at 6%; with 50% employer match about $58,447 at 4% or $38,965 at 6%; with 100% employer match about $43,835 at 4% or $29,224 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 46 | $1,119,295 | $161,314 | $3,507iApproximate average salary by contribution assumption: employee only about $87,671 at 4% or $58,447 at 6%; with 50% employer match about $58,447 at 4% or $38,965 at 6%; with 100% employer match about $43,835 at 4% or $29,224 at 6%. |
| 2000 | 1 | 45 | $1,112,485 | $146,053 | $3,246iApproximate average salary by contribution assumption: employee only about $81,141 at 4% or $54,094 at 6%; with 50% employer match about $54,094 at 4% or $36,062 at 6%; with 100% employer match about $40,570 at 4% or $27,047 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 45 | $1,112,485 | $146,053 | $3,246iApproximate average salary by contribution assumption: employee only about $81,141 at 4% or $54,094 at 6%; with 50% employer match about $54,094 at 4% or $36,062 at 6%; with 100% employer match about $40,570 at 4% or $27,047 at 6%. |
| 1999 | 1 | 44 | $1,033,399 | $137,345 | $3,121iApproximate average salary by contribution assumption: employee only about $78,037 at 4% or $52,025 at 6%; with 50% employer match about $52,025 at 4% or $34,683 at 6%; with 100% employer match about $39,018 at 4% or $26,012 at 6%. |
| Instl Equities Inc./Integrated Property Systems Inc. 401K Plan | - | 44 | $1,033,399 | $137,345 | $3,121iApproximate average salary by contribution assumption: employee only about $78,037 at 4% or $52,025 at 6%; with 50% employer match about $52,025 at 4% or $34,683 at 6%; with 100% employer match about $39,018 at 4% or $26,012 at 6%. |