Civic Intelligence

Independent Tree LLC

Plan context: Independent Tree LLC 401(K) Ps Plan

EIN 20-2495440 • Newbury, OH • 12 filings • 4 plans

P O Box 24411640 Music StreetNewbury, OH 44065
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,050,511

2024 Contributions

$333,741

Historical Graphs

Total Assets Over Time

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

$1,050,511$525,256$0201420202024YearValue
$1,050,511Latest year 2024

Participants Over Time

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

1790201420202024YearValue
17Latest 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
2024217$1,050,511$333,741$19,632iApproximate average salary by contribution assumption: employee only about $490,796 at 4% or $327,197 at 6%; with 50% employer match about $327,197 at 4% or $218,131 at 6%; with 100% employer match about $245,398 at 4% or $163,599 at 6%.
Independent Tree LLC 401(K) Ps Plan-17$634,964$134,205$7,894iApproximate average salary by contribution assumption: employee only about $197,360 at 4% or $131,574 at 6%; with 50% employer match about $131,574 at 4% or $87,716 at 6%; with 100% employer match about $98,680 at 4% or $65,787 at 6%.
Independent Tree LLC Cash Balance Pension Plan-15$415,547$199,536$13,302iApproximate average salary by contribution assumption: employee only about $332,560 at 4% or $221,707 at 6%; with 50% employer match about $221,707 at 4% or $147,804 at 6%; with 100% employer match about $166,280 at 4% or $110,853 at 6%.
2023214$691,188$330,318$23,594iApproximate average salary by contribution assumption: employee only about $589,854 at 4% or $393,236 at 6%; with 50% employer match about $393,236 at 4% or $262,157 at 6%; with 100% employer match about $294,927 at 4% or $196,618 at 6%.
Independent Tree LLC 401(K) Ps Plan-12$476,986$116,116$9,676iApproximate average salary by contribution assumption: employee only about $241,908 at 4% or $161,272 at 6%; with 50% employer match about $161,272 at 4% or $107,515 at 6%; with 100% employer match about $120,954 at 4% or $80,636 at 6%.
Independent Tree LLC Cash Balance Pension Plan-14$214,202$214,202$15,300iApproximate average salary by contribution assumption: employee only about $382,504 at 4% or $255,002 at 6%; with 50% employer match about $255,002 at 4% or $170,002 at 6%; with 100% employer match about $191,252 at 4% or $127,501 at 6%.
2022112$325,822$79,610$6,634iApproximate average salary by contribution assumption: employee only about $165,854 at 4% or $110,569 at 6%; with 50% employer match about $110,569 at 4% or $73,713 at 6%; with 100% employer match about $82,927 at 4% or $55,285 at 6%.
Independent Tree LLC 401(K) Ps Plan-12$325,822$79,610$6,634iApproximate average salary by contribution assumption: employee only about $165,854 at 4% or $110,569 at 6%; with 50% employer match about $110,569 at 4% or $73,713 at 6%; with 100% employer match about $82,927 at 4% or $55,285 at 6%.
2021113$267,912$71,526$5,502iApproximate average salary by contribution assumption: employee only about $137,550 at 4% or $91,700 at 6%; with 50% employer match about $91,700 at 4% or $61,133 at 6%; with 100% employer match about $68,775 at 4% or $45,850 at 6%.
Independent Tree LLC 401(K) Ps Plan-13$267,912$71,526$5,502iApproximate average salary by contribution assumption: employee only about $137,550 at 4% or $91,700 at 6%; with 50% employer match about $91,700 at 4% or $61,133 at 6%; with 100% employer match about $68,775 at 4% or $45,850 at 6%.
2020110$241,239$46,355$4,636iApproximate average salary by contribution assumption: employee only about $115,888 at 4% or $77,258 at 6%; with 50% employer match about $77,258 at 4% or $51,506 at 6%; with 100% employer match about $57,944 at 4% or $38,629 at 6%.
Independent Tree LLC 401(K) Ps Plan-10$241,239$46,355$4,636iApproximate average salary by contribution assumption: employee only about $115,888 at 4% or $77,258 at 6%; with 50% employer match about $77,258 at 4% or $51,506 at 6%; with 100% employer match about $57,944 at 4% or $38,629 at 6%.
201917$44,225$25,604$3,658iApproximate average salary by contribution assumption: employee only about $91,443 at 4% or $60,962 at 6%; with 50% employer match about $60,962 at 4% or $40,641 at 6%; with 100% employer match about $45,721 at 4% or $30,481 at 6%.
Independent Tree LLC 401(K) Ps Plan-7$44,225$25,604$3,658iApproximate average salary by contribution assumption: employee only about $91,443 at 4% or $60,962 at 6%; with 50% employer match about $60,962 at 4% or $40,641 at 6%; with 100% employer match about $45,721 at 4% or $30,481 at 6%.
201818$126,552$41,391$5,174iApproximate average salary by contribution assumption: employee only about $129,347 at 4% or $86,231 at 6%; with 50% employer match about $86,231 at 4% or $57,488 at 6%; with 100% employer match about $64,673 at 4% or $43,116 at 6%.
Independent Tree LLC 401(K) Ps Plan-8$126,552$41,391$5,174iApproximate average salary by contribution assumption: employee only about $129,347 at 4% or $86,231 at 6%; with 50% employer match about $86,231 at 4% or $57,488 at 6%; with 100% employer match about $64,673 at 4% or $43,116 at 6%.
201718$86,248$29,207$3,651iApproximate average salary by contribution assumption: employee only about $91,272 at 4% or $60,848 at 6%; with 50% employer match about $60,848 at 4% or $40,565 at 6%; with 100% employer match about $45,636 at 4% or $30,424 at 6%.
Independent Tree LLC 401(K) Ps Plan-8$86,248$29,207$3,651iApproximate average salary by contribution assumption: employee only about $91,272 at 4% or $60,848 at 6%; with 50% employer match about $60,848 at 4% or $40,565 at 6%; with 100% employer match about $45,636 at 4% or $30,424 at 6%.
201617$67,470$28,808$4,115iApproximate average salary by contribution assumption: employee only about $102,886 at 4% or $68,590 at 6%; with 50% employer match about $68,590 at 4% or $45,727 at 6%; with 100% employer match about $51,443 at 4% or $34,295 at 6%.
Independent Tree LLC 401(K) Ps Plan-7$67,470$28,808$4,115iApproximate average salary by contribution assumption: employee only about $102,886 at 4% or $68,590 at 6%; with 50% employer match about $68,590 at 4% or $45,727 at 6%; with 100% employer match about $51,443 at 4% or $34,295 at 6%.
201417$22,007$21,922$3,132iApproximate average salary by contribution assumption: employee only about $78,293 at 4% or $52,195 at 6%; with 50% employer match about $52,195 at 4% or $34,797 at 6%; with 100% employer match about $39,146 at 4% or $26,098 at 6%.
Independent Tree LLC 401(K) Ps Plan-7$22,007$21,922$3,132iApproximate average salary by contribution assumption: employee only about $78,293 at 4% or $52,195 at 6%; with 50% employer match about $52,195 at 4% or $34,797 at 6%; with 100% employer match about $39,146 at 4% or $26,098 at 6%.