Civic Intelligence

Independent Family Office LLC

Plan context: Independent Family Office LLC 401(K) Profit Sharing Plan

EIN 20-2160539 • Albany, NY • 20 filings • 5 plans

677 Broadway7th FLAlbany, NY 12207
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$5,743,560

2024 Contributions

$484,017

Historical Graphs

Total Assets Over Time

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

$5,743,560$2,871,780$0200520152024YearValue
$5,743,560Latest year 2024

Participants Over Time

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

23120200520152024YearValue
23Latest 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
2024123$5,743,560$484,017$21,044iApproximate average salary by contribution assumption: employee only about $526,105 at 4% or $350,737 at 6%; with 50% employer match about $350,737 at 4% or $233,825 at 6%; with 100% employer match about $263,053 at 4% or $175,368 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-23$5,743,560$484,017$21,044iApproximate average salary by contribution assumption: employee only about $526,105 at 4% or $350,737 at 6%; with 50% employer match about $350,737 at 4% or $233,825 at 6%; with 100% employer match about $263,053 at 4% or $175,368 at 6%.
2023121$4,543,931$375,129$17,863iApproximate average salary by contribution assumption: employee only about $446,582 at 4% or $297,721 at 6%; with 50% employer match about $297,721 at 4% or $198,481 at 6%; with 100% employer match about $223,291 at 4% or $148,861 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-21$4,543,931$375,129$17,863iApproximate average salary by contribution assumption: employee only about $446,582 at 4% or $297,721 at 6%; with 50% employer match about $297,721 at 4% or $198,481 at 6%; with 100% employer match about $223,291 at 4% or $148,861 at 6%.
2022117$3,435,158$416,504$24,500iApproximate average salary by contribution assumption: employee only about $612,506 at 4% or $408,337 at 6%; with 50% employer match about $408,337 at 4% or $272,225 at 6%; with 100% employer match about $306,253 at 4% or $204,169 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-17$3,435,158$416,504$24,500iApproximate average salary by contribution assumption: employee only about $612,506 at 4% or $408,337 at 6%; with 50% employer match about $408,337 at 4% or $272,225 at 6%; with 100% employer match about $306,253 at 4% or $204,169 at 6%.
2021117$3,769,409$580,443$34,144iApproximate average salary by contribution assumption: employee only about $853,593 at 4% or $569,062 at 6%; with 50% employer match about $569,062 at 4% or $379,375 at 6%; with 100% employer match about $426,796 at 4% or $284,531 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-17$3,769,409$580,443$34,144iApproximate average salary by contribution assumption: employee only about $853,593 at 4% or $569,062 at 6%; with 50% employer match about $569,062 at 4% or $379,375 at 6%; with 100% employer match about $426,796 at 4% or $284,531 at 6%.
2020114$2,654,950$355,471$25,391iApproximate average salary by contribution assumption: employee only about $634,770 at 4% or $423,180 at 6%; with 50% employer match about $423,180 at 4% or $282,120 at 6%; with 100% employer match about $317,385 at 4% or $211,590 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-14$2,654,950$355,471$25,391iApproximate average salary by contribution assumption: employee only about $634,770 at 4% or $423,180 at 6%; with 50% employer match about $423,180 at 4% or $282,120 at 6%; with 100% employer match about $317,385 at 4% or $211,590 at 6%.
2019116$2,298,429$207,020$12,939iApproximate average salary by contribution assumption: employee only about $323,469 at 4% or $215,646 at 6%; with 50% employer match about $215,646 at 4% or $143,764 at 6%; with 100% employer match about $161,734 at 4% or $107,823 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-16$2,298,429$207,020$12,939iApproximate average salary by contribution assumption: employee only about $323,469 at 4% or $215,646 at 6%; with 50% employer match about $215,646 at 4% or $143,764 at 6%; with 100% employer match about $161,734 at 4% or $107,823 at 6%.
2018113$1,806,782$348,658$26,820iApproximate average salary by contribution assumption: employee only about $670,496 at 4% or $446,997 at 6%; with 50% employer match about $446,997 at 4% or $297,998 at 6%; with 100% employer match about $335,248 at 4% or $223,499 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-13$1,806,782$348,658$26,820iApproximate average salary by contribution assumption: employee only about $670,496 at 4% or $446,997 at 6%; with 50% employer match about $446,997 at 4% or $297,998 at 6%; with 100% employer match about $335,248 at 4% or $223,499 at 6%.
2017115$1,761,035$259,673$17,312iApproximate average salary by contribution assumption: employee only about $432,788 at 4% or $288,526 at 6%; with 50% employer match about $288,526 at 4% or $192,350 at 6%; with 100% employer match about $216,394 at 4% or $144,263 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-15$1,761,035$259,673$17,312iApproximate average salary by contribution assumption: employee only about $432,788 at 4% or $288,526 at 6%; with 50% employer match about $288,526 at 4% or $192,350 at 6%; with 100% employer match about $216,394 at 4% or $144,263 at 6%.
2016113$1,465,079$245,484$18,883iApproximate average salary by contribution assumption: employee only about $472,085 at 4% or $314,723 at 6%; with 50% employer match about $314,723 at 4% or $209,815 at 6%; with 100% employer match about $236,042 at 4% or $157,362 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-13$1,465,079$245,484$18,883iApproximate average salary by contribution assumption: employee only about $472,085 at 4% or $314,723 at 6%; with 50% employer match about $314,723 at 4% or $209,815 at 6%; with 100% employer match about $236,042 at 4% or $157,362 at 6%.
2015112$1,131,522$283,138$23,595iApproximate average salary by contribution assumption: employee only about $589,871 at 4% or $393,247 at 6%; with 50% employer match about $393,247 at 4% or $262,165 at 6%; with 100% employer match about $294,935 at 4% or $196,624 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-12$1,131,522$283,138$23,595iApproximate average salary by contribution assumption: employee only about $589,871 at 4% or $393,247 at 6%; with 50% employer match about $393,247 at 4% or $262,165 at 6%; with 100% employer match about $294,935 at 4% or $196,624 at 6%.
201419$872,068$181,382$20,154iApproximate average salary by contribution assumption: employee only about $503,839 at 4% or $335,893 at 6%; with 50% employer match about $335,893 at 4% or $223,928 at 6%; with 100% employer match about $251,919 at 4% or $167,946 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-9$872,068$181,382$20,154iApproximate average salary by contribution assumption: employee only about $503,839 at 4% or $335,893 at 6%; with 50% employer match about $335,893 at 4% or $223,928 at 6%; with 100% employer match about $251,919 at 4% or $167,946 at 6%.
201318$665,521$124,720$15,590iApproximate average salary by contribution assumption: employee only about $389,750 at 4% or $259,833 at 6%; with 50% employer match about $259,833 at 4% or $173,222 at 6%; with 100% employer match about $194,875 at 4% or $129,917 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-8$665,521$124,720$15,590iApproximate average salary by contribution assumption: employee only about $389,750 at 4% or $259,833 at 6%; with 50% employer match about $259,833 at 4% or $173,222 at 6%; with 100% employer match about $194,875 at 4% or $129,917 at 6%.
201216$542,092$129,043$21,507iApproximate average salary by contribution assumption: employee only about $537,679 at 4% or $358,453 at 6%; with 50% employer match about $358,453 at 4% or $238,969 at 6%; with 100% employer match about $268,840 at 4% or $179,226 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-6$542,092$129,043$21,507iApproximate average salary by contribution assumption: employee only about $537,679 at 4% or $358,453 at 6%; with 50% employer match about $358,453 at 4% or $238,969 at 6%; with 100% employer match about $268,840 at 4% or $179,226 at 6%.
201116$384,774$112,529$18,755iApproximate average salary by contribution assumption: employee only about $468,871 at 4% or $312,581 at 6%; with 50% employer match about $312,581 at 4% or $208,387 at 6%; with 100% employer match about $234,435 at 4% or $156,290 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-6$384,774$112,529$18,755iApproximate average salary by contribution assumption: employee only about $468,871 at 4% or $312,581 at 6%; with 50% employer match about $312,581 at 4% or $208,387 at 6%; with 100% employer match about $234,435 at 4% or $156,290 at 6%.
201015$282,059$88,207$17,641iApproximate average salary by contribution assumption: employee only about $441,035 at 4% or $294,023 at 6%; with 50% employer match about $294,023 at 4% or $196,016 at 6%; with 100% employer match about $220,518 at 4% or $147,012 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-5$282,059$88,207$17,641iApproximate average salary by contribution assumption: employee only about $441,035 at 4% or $294,023 at 6%; with 50% employer match about $294,023 at 4% or $196,016 at 6%; with 100% employer match about $220,518 at 4% or $147,012 at 6%.
200914$168,411$82,624$20,656iApproximate average salary by contribution assumption: employee only about $516,400 at 4% or $344,267 at 6%; with 50% employer match about $344,267 at 4% or $229,511 at 6%; with 100% employer match about $258,200 at 4% or $172,133 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-4$168,411$82,624$20,656iApproximate average salary by contribution assumption: employee only about $516,400 at 4% or $344,267 at 6%; with 50% employer match about $344,267 at 4% or $229,511 at 6%; with 100% employer match about $258,200 at 4% or $172,133 at 6%.
200814$70,111$28,439$7,110iApproximate average salary by contribution assumption: employee only about $177,744 at 4% or $118,496 at 6%; with 50% employer match about $118,496 at 4% or $78,997 at 6%; with 100% employer match about $88,872 at 4% or $59,248 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-4$70,111$28,439$7,110iApproximate average salary by contribution assumption: employee only about $177,744 at 4% or $118,496 at 6%; with 50% employer match about $118,496 at 4% or $78,997 at 6%; with 100% employer match about $88,872 at 4% or $59,248 at 6%.
200714$79,803$27,897$6,974iApproximate average salary by contribution assumption: employee only about $174,356 at 4% or $116,238 at 6%; with 50% employer match about $116,238 at 4% or $77,492 at 6%; with 100% employer match about $87,178 at 4% or $58,119 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-4$79,803$27,897$6,974iApproximate average salary by contribution assumption: employee only about $174,356 at 4% or $116,238 at 6%; with 50% employer match about $116,238 at 4% or $77,492 at 6%; with 100% employer match about $87,178 at 4% or $58,119 at 6%.
200613$45,419$37,428$12,476iApproximate average salary by contribution assumption: employee only about $311,900 at 4% or $207,933 at 6%; with 50% employer match about $207,933 at 4% or $138,622 at 6%; with 100% employer match about $155,950 at 4% or $103,967 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-3$45,419$37,428$12,476iApproximate average salary by contribution assumption: employee only about $311,900 at 4% or $207,933 at 6%; with 50% employer match about $207,933 at 4% or $138,622 at 6%; with 100% employer match about $155,950 at 4% or $103,967 at 6%.
200512$6,719$6,718$3,359iApproximate average salary by contribution assumption: employee only about $83,975 at 4% or $55,983 at 6%; with 50% employer match about $55,983 at 4% or $37,322 at 6%; with 100% employer match about $41,988 at 4% or $27,992 at 6%.
Independent Family Office LLC 401(K) Profit Sharing Plan-2$6,719$6,718$3,359iApproximate average salary by contribution assumption: employee only about $83,975 at 4% or $55,983 at 6%; with 50% employer match about $55,983 at 4% or $37,322 at 6%; with 100% employer match about $41,988 at 4% or $27,992 at 6%.