Civic Intelligence

Ira Plus Southwest LLC

Plan context: IPS CASH BALANCE PLAN

EIN 20-2247651 • Dallas, TX • 13 filings • 2 plans

8226 Douglas Avenue, Suite 520Dallas, TX 75225
Current Snapshot

Latest Year

2020

2020 Participants

10

2020 Assets

$1,734,551

2020 Contributions

$350,000

Historical Graphs

Total Assets Over Time

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

$2,419,425$1,209,713$0201320162019YearValue
$1,734,551Latest year 2019

Participants Over Time

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

1580201320162019YearValue
10Latest year 2019

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
202010$0$0-
IPS CASH BALANCE PLAN-0---
2019110$1,734,551$350,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
IPS CASH BALANCE PLAN-10$1,734,551$350,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
2018111$1,335,823$250,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
IPS CASH BALANCE PLAN-11$1,335,823$250,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
2017214$2,419,425$412,079$29,434iApproximate average salary by contribution assumption: employee only about $735,855 at 4% or $490,570 at 6%; with 50% employer match about $490,570 at 4% or $327,047 at 6%; with 100% employer match about $367,928 at 4% or $245,285 at 6%.
Ips 401(K) Profit Sharing Plan-12$1,358,970$162,079$13,507iApproximate average salary by contribution assumption: employee only about $337,665 at 4% or $225,110 at 6%; with 50% employer match about $225,110 at 4% or $150,073 at 6%; with 100% employer match about $168,832 at 4% or $112,555 at 6%.
IPS CASH BALANCE PLAN-14$1,060,455$250,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
2016215$1,989,835$382,721$25,515iApproximate average salary by contribution assumption: employee only about $637,868 at 4% or $425,246 at 6%; with 50% employer match about $425,246 at 4% or $283,497 at 6%; with 100% employer match about $318,934 at 4% or $212,623 at 6%.
Ips 401(K) Profit Sharing Plan-15$1,179,380$162,721$10,848iApproximate average salary by contribution assumption: employee only about $271,202 at 4% or $180,801 at 6%; with 50% employer match about $180,801 at 4% or $120,534 at 6%; with 100% employer match about $135,601 at 4% or $90,401 at 6%.
IPS CASH BALANCE PLAN-15$810,455$220,000$14,667iApproximate average salary by contribution assumption: employee only about $366,667 at 4% or $244,444 at 6%; with 50% employer match about $244,444 at 4% or $162,963 at 6%; with 100% employer match about $183,333 at 4% or $122,222 at 6%.
2015215$1,652,878$366,833$24,456iApproximate average salary by contribution assumption: employee only about $611,388 at 4% or $407,592 at 6%; with 50% employer match about $407,592 at 4% or $271,728 at 6%; with 100% employer match about $305,694 at 4% or $203,796 at 6%.
Ips 401(K) Profit Sharing Plan-12$1,058,955$156,833$13,069iApproximate average salary by contribution assumption: employee only about $326,735 at 4% or $217,824 at 6%; with 50% employer match about $217,824 at 4% or $145,216 at 6%; with 100% employer match about $163,368 at 4% or $108,912 at 6%.
IPS CASH BALANCE PLAN-15$593,923$210,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
2014214$1,304,518$346,688$24,763iApproximate average salary by contribution assumption: employee only about $619,086 at 4% or $412,724 at 6%; with 50% employer match about $412,724 at 4% or $275,149 at 6%; with 100% employer match about $309,543 at 4% or $206,362 at 6%.
Ips 401(K) Profit Sharing Plan-13$920,595$148,688$11,438iApproximate average salary by contribution assumption: employee only about $285,938 at 4% or $190,626 at 6%; with 50% employer match about $190,626 at 4% or $127,084 at 6%; with 100% employer match about $142,969 at 4% or $95,313 at 6%.
IPS CASH BALANCE PLAN-14$383,923$198,000$14,143iApproximate average salary by contribution assumption: employee only about $353,571 at 4% or $235,714 at 6%; with 50% employer match about $235,714 at 4% or $157,143 at 6%; with 100% employer match about $176,786 at 4% or $117,857 at 6%.
2013212$967,201$324,240$27,020iApproximate average salary by contribution assumption: employee only about $675,500 at 4% or $450,333 at 6%; with 50% employer match about $450,333 at 4% or $300,222 at 6%; with 100% employer match about $337,750 at 4% or $225,167 at 6%.
Ips 401(K) Profit Sharing Plan-12$781,278$138,317$11,526iApproximate average salary by contribution assumption: employee only about $288,160 at 4% or $192,107 at 6%; with 50% employer match about $192,107 at 4% or $128,071 at 6%; with 100% employer match about $144,080 at 4% or $96,053 at 6%.
IPS CASH BALANCE PLAN-12$185,923$185,923$15,494iApproximate average salary by contribution assumption: employee only about $387,340 at 4% or $258,226 at 6%; with 50% employer match about $258,226 at 4% or $172,151 at 6%; with 100% employer match about $193,670 at 4% or $129,113 at 6%.