Civic Intelligence

Integral Financial Group LLC

Plan context: Integral Financial Group 401(K) Profit Sharing Plan

EIN 16-1741948 • Broadlands, VA • 18 filings • 2 plans

21545 Glebe View DrBroadlands, VA 20148
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$77,164

2025 Contributions

$5,157

Historical Graphs

Total Assets Over Time

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

$1,387,133$693,567$0200820162024YearValue
$77,164Latest year 2024

Participants Over Time

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

1790200820162024YearValue
1Latest 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
202510$0$0-
Integral Financial Group 401(K) Profit Sharing Plan-0$0$0-
202411$77,164$0-
Integral Financial Group 401(K) Profit Sharing Plan-1$77,164$0-
202312$1,024,136$0-
Integral Financial Group 401(K) Profit Sharing Plan-2$1,024,136$0-
202212$899,460$0-
Integral Financial Group 401(K) Profit Sharing Plan-2$899,460$0-
202112$1,111,189$0-
Integral Financial Group 401(K) Profit Sharing Plan-2$1,111,189$0-
202013$996,252$0-
Integral Financial Group 401(K) Profit Sharing Plan-3$996,252$0-
201914$860,170$5,157$1,289iApproximate average salary by contribution assumption: employee only about $32,231 at 4% or $21,488 at 6%; with 50% employer match about $21,488 at 4% or $14,325 at 6%; with 100% employer match about $16,116 at 4% or $10,744 at 6%.
Integral Financial Group 401(K) Profit Sharing Plan-4$860,170$5,157$1,289iApproximate average salary by contribution assumption: employee only about $32,231 at 4% or $21,488 at 6%; with 50% employer match about $21,488 at 4% or $14,325 at 6%; with 100% employer match about $16,116 at 4% or $10,744 at 6%.
201817$1,312,194$37,010$5,287iApproximate average salary by contribution assumption: employee only about $132,179 at 4% or $88,119 at 6%; with 50% employer match about $88,119 at 4% or $58,746 at 6%; with 100% employer match about $66,089 at 4% or $44,060 at 6%.
Integral Financial Group 401(K) Profit Sharing Plan-7$1,312,194$37,010$5,287iApproximate average salary by contribution assumption: employee only about $132,179 at 4% or $88,119 at 6%; with 50% employer match about $88,119 at 4% or $58,746 at 6%; with 100% employer match about $66,089 at 4% or $44,060 at 6%.
201717$1,387,133$67,800$9,686iApproximate average salary by contribution assumption: employee only about $242,143 at 4% or $161,429 at 6%; with 50% employer match about $161,429 at 4% or $107,619 at 6%; with 100% employer match about $121,071 at 4% or $80,714 at 6%.
Integral Financial Group 401(K) Profit Sharing Plan-7$1,387,133$67,800$9,686iApproximate average salary by contribution assumption: employee only about $242,143 at 4% or $161,429 at 6%; with 50% employer match about $161,429 at 4% or $107,619 at 6%; with 100% employer match about $121,071 at 4% or $80,714 at 6%.
201619$1,217,635$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Integral Financial Group 401(K) Profit Sharing Plan-9$1,217,635$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201519$1,051,019$68,500$7,611iApproximate average salary by contribution assumption: employee only about $190,278 at 4% or $126,852 at 6%; with 50% employer match about $126,852 at 4% or $84,568 at 6%; with 100% employer match about $95,139 at 4% or $63,426 at 6%.
Integral Financial Group 401(K) Profit Sharing Plan-9$1,051,019$68,500$7,611iApproximate average salary by contribution assumption: employee only about $190,278 at 4% or $126,852 at 6%; with 50% employer match about $126,852 at 4% or $84,568 at 6%; with 100% employer match about $95,139 at 4% or $63,426 at 6%.
2014110$1,018,237$148,662$14,866iApproximate average salary by contribution assumption: employee only about $371,655 at 4% or $247,770 at 6%; with 50% employer match about $247,770 at 4% or $165,180 at 6%; with 100% employer match about $185,828 at 4% or $123,885 at 6%.
Integral Financial Group 401(K) Profit Sharing Plan-10$1,018,237$148,662$14,866iApproximate average salary by contribution assumption: employee only about $371,655 at 4% or $247,770 at 6%; with 50% employer match about $247,770 at 4% or $165,180 at 6%; with 100% employer match about $185,828 at 4% or $123,885 at 6%.
2013111$856,273$65,355$5,941iApproximate average salary by contribution assumption: employee only about $148,534 at 4% or $99,023 at 6%; with 50% employer match about $99,023 at 4% or $66,015 at 6%; with 100% employer match about $74,267 at 4% or $49,511 at 6%.
Integral Financial Group 401(K) Profit Sharing Plan-11$856,273$65,355$5,941iApproximate average salary by contribution assumption: employee only about $148,534 at 4% or $99,023 at 6%; with 50% employer match about $99,023 at 4% or $66,015 at 6%; with 100% employer match about $74,267 at 4% or $49,511 at 6%.
2012114$935,389$54,950$3,925iApproximate average salary by contribution assumption: employee only about $98,125 at 4% or $65,417 at 6%; with 50% employer match about $65,417 at 4% or $43,611 at 6%; with 100% employer match about $49,063 at 4% or $32,708 at 6%.
Integral Financial Group 401(K) Profit Sharing Plan-14$935,389$54,950$3,925iApproximate average salary by contribution assumption: employee only about $98,125 at 4% or $65,417 at 6%; with 50% employer match about $65,417 at 4% or $43,611 at 6%; with 100% employer match about $49,063 at 4% or $32,708 at 6%.
2011116$828,481$106,404$6,650iApproximate average salary by contribution assumption: employee only about $166,256 at 4% or $110,838 at 6%; with 50% employer match about $110,838 at 4% or $73,892 at 6%; with 100% employer match about $83,128 at 4% or $55,419 at 6%.
Integral Financial Group 401(K) Profit Sharing Plan-16$828,481$106,404$6,650iApproximate average salary by contribution assumption: employee only about $166,256 at 4% or $110,838 at 6%; with 50% employer match about $110,838 at 4% or $73,892 at 6%; with 100% employer match about $83,128 at 4% or $55,419 at 6%.
2010117$763,106$142,584$8,387iApproximate average salary by contribution assumption: employee only about $209,682 at 4% or $139,788 at 6%; with 50% employer match about $139,788 at 4% or $93,192 at 6%; with 100% employer match about $104,841 at 4% or $69,894 at 6%.
Integral Financial Group 401(K) Profit Sharing Plan-17$763,106$142,584$8,387iApproximate average salary by contribution assumption: employee only about $209,682 at 4% or $139,788 at 6%; with 50% employer match about $139,788 at 4% or $93,192 at 6%; with 100% employer match about $104,841 at 4% or $69,894 at 6%.
2009116$543,646$175,924$10,995iApproximate average salary by contribution assumption: employee only about $274,881 at 4% or $183,254 at 6%; with 50% employer match about $183,254 at 4% or $122,169 at 6%; with 100% employer match about $137,441 at 4% or $91,627 at 6%.
Integral Financial Group 401(K) Profit Sharing Plan-16$543,646$175,924$10,995iApproximate average salary by contribution assumption: employee only about $274,881 at 4% or $183,254 at 6%; with 50% employer match about $183,254 at 4% or $122,169 at 6%; with 100% employer match about $137,441 at 4% or $91,627 at 6%.
2008114$266,340$124,425$8,888iApproximate average salary by contribution assumption: employee only about $222,188 at 4% or $148,125 at 6%; with 50% employer match about $148,125 at 4% or $98,750 at 6%; with 100% employer match about $111,094 at 4% or $74,063 at 6%.
Integral Financial Group 401(K) Profit Sharing Plan-14$266,340$124,425$8,888iApproximate average salary by contribution assumption: employee only about $222,188 at 4% or $148,125 at 6%; with 50% employer match about $148,125 at 4% or $98,750 at 6%; with 100% employer match about $111,094 at 4% or $74,063 at 6%.
Integral Financial Group LLC | EIN 16-1741948 | 2025 Form 5500 Company Profile