Civic Intelligence

Isleworth Partners Inc.

Plan context: Isleworth Partners Inc. 401(K) Profit Sharing Plan

EIN 20-0663950 • 8 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

893

2021 Assets

$21,912,574

2021 Contributions

$3,953

Historical Graphs

Total Assets Over Time

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

$21,912,574$10,956,287$0201420172020YearValue
$21,912,574Latest year 2020

Participants Over Time

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

8934470201420172020YearValue
893Latest year 2020

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
202110$0$3,953-
Isleworth Partners Inc. 401(K) Profit Sharing Plan-0-$3,953-
20201893$21,912,574$1,639,554$1,836iApproximate average salary by contribution assumption: employee only about $45,900 at 4% or $30,600 at 6%; with 50% employer match about $30,600 at 4% or $20,400 at 6%; with 100% employer match about $22,950 at 4% or $15,300 at 6%.
Isleworth Partners Inc. 401(K) Profit Sharing Plan-893$21,912,574$1,639,554$1,836iApproximate average salary by contribution assumption: employee only about $45,900 at 4% or $30,600 at 6%; with 50% employer match about $30,600 at 4% or $20,400 at 6%; with 100% employer match about $22,950 at 4% or $15,300 at 6%.
20191860$19,406,240$3,460,388$4,024iApproximate average salary by contribution assumption: employee only about $100,593 at 4% or $67,062 at 6%; with 50% employer match about $67,062 at 4% or $44,708 at 6%; with 100% employer match about $50,296 at 4% or $33,531 at 6%.
Isleworth Partners Inc. 401(K) Profit Sharing Plan-860$19,406,240$3,460,388$4,024iApproximate average salary by contribution assumption: employee only about $100,593 at 4% or $67,062 at 6%; with 50% employer match about $67,062 at 4% or $44,708 at 6%; with 100% employer match about $50,296 at 4% or $33,531 at 6%.
20181720$13,207,415$2,742,830$3,809iApproximate average salary by contribution assumption: employee only about $95,237 at 4% or $63,491 at 6%; with 50% employer match about $63,491 at 4% or $42,328 at 6%; with 100% employer match about $47,619 at 4% or $31,746 at 6%.
Isleworth Partners Inc. 401(K) Profit Sharing Plan-720$13,207,415$2,742,830$3,809iApproximate average salary by contribution assumption: employee only about $95,237 at 4% or $63,491 at 6%; with 50% employer match about $63,491 at 4% or $42,328 at 6%; with 100% employer match about $47,619 at 4% or $31,746 at 6%.
20171623$12,019,337$2,043,843$3,281iApproximate average salary by contribution assumption: employee only about $82,016 at 4% or $54,677 at 6%; with 50% employer match about $54,677 at 4% or $36,452 at 6%; with 100% employer match about $41,008 at 4% or $27,339 at 6%.
Isleworth Partners Inc. 401(K) Profit Sharing Plan-623$12,019,337$2,043,843$3,281iApproximate average salary by contribution assumption: employee only about $82,016 at 4% or $54,677 at 6%; with 50% employer match about $54,677 at 4% or $36,452 at 6%; with 100% employer match about $41,008 at 4% or $27,339 at 6%.
20161522$8,841,866$1,735,299$3,324iApproximate average salary by contribution assumption: employee only about $83,108 at 4% or $55,405 at 6%; with 50% employer match about $55,405 at 4% or $36,937 at 6%; with 100% employer match about $41,554 at 4% or $27,703 at 6%.
Isleworth Partners Inc. 401(K) Profit Sharing Plan-522$8,841,866$1,735,299$3,324iApproximate average salary by contribution assumption: employee only about $83,108 at 4% or $55,405 at 6%; with 50% employer match about $55,405 at 4% or $36,937 at 6%; with 100% employer match about $41,554 at 4% or $27,703 at 6%.
20151500$6,911,342$1,563,474$3,127iApproximate average salary by contribution assumption: employee only about $78,174 at 4% or $52,116 at 6%; with 50% employer match about $52,116 at 4% or $34,744 at 6%; with 100% employer match about $39,087 at 4% or $26,058 at 6%.
Isleworth Partners Inc. 401(K) Profit Sharing Plan-500$6,911,342$1,563,474$3,127iApproximate average salary by contribution assumption: employee only about $78,174 at 4% or $52,116 at 6%; with 50% employer match about $52,116 at 4% or $34,744 at 6%; with 100% employer match about $39,087 at 4% or $26,058 at 6%.
20141519$6,699,420$1,925,955$3,711iApproximate average salary by contribution assumption: employee only about $92,772 at 4% or $61,848 at 6%; with 50% employer match about $61,848 at 4% or $41,232 at 6%; with 100% employer match about $46,386 at 4% or $30,924 at 6%.
Isleworth Partners Inc. 401(K) Profit Sharing Plan-519$6,699,420$1,925,955$3,711iApproximate average salary by contribution assumption: employee only about $92,772 at 4% or $61,848 at 6%; with 50% employer match about $61,848 at 4% or $41,232 at 6%; with 100% employer match about $46,386 at 4% or $30,924 at 6%.