Independence Wealth Advisors Inc
Plan context: Independence Wealth Advisors 401(K) Profit Sharing Plan
EIN 20-5917953 • Mclean, VA • 6 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$12,694
2020 Contributions
$41,306
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 2 | $12,694 | $41,306 | $20,653iApproximate average salary by contribution assumption: employee only about $516,325 at 4% or $344,217 at 6%; with 50% employer match about $344,217 at 4% or $229,478 at 6%; with 100% employer match about $258,163 at 4% or $172,108 at 6%. |
| Independence Wealth Advisors 401(K) Profit Sharing Plan | - | 2 | $12,694 | $41,306 | $20,653iApproximate average salary by contribution assumption: employee only about $516,325 at 4% or $344,217 at 6%; with 50% employer match about $344,217 at 4% or $229,478 at 6%; with 100% employer match about $258,163 at 4% or $172,108 at 6%. |
| 2019 | 1 | 2 | $1,224,069 | $52,295 | $26,148iApproximate average salary by contribution assumption: employee only about $653,688 at 4% or $435,792 at 6%; with 50% employer match about $435,792 at 4% or $290,528 at 6%; with 100% employer match about $326,844 at 4% or $217,896 at 6%. |
| Independence Wealth Advisors 401(K) Profit Sharing Plan | - | 2 | $1,224,069 | $52,295 | $26,148iApproximate average salary by contribution assumption: employee only about $653,688 at 4% or $435,792 at 6%; with 50% employer match about $435,792 at 4% or $290,528 at 6%; with 100% employer match about $326,844 at 4% or $217,896 at 6%. |
| 2018 | 1 | 2 | $960,463 | $63,793 | $31,897iApproximate average salary by contribution assumption: employee only about $797,413 at 4% or $531,608 at 6%; with 50% employer match about $531,608 at 4% or $354,406 at 6%; with 100% employer match about $398,706 at 4% or $265,804 at 6%. |
| Independence Wealth Advisors 401(K) Profit Sharing Plan | - | 2 | $960,463 | $63,793 | $31,897iApproximate average salary by contribution assumption: employee only about $797,413 at 4% or $531,608 at 6%; with 50% employer match about $531,608 at 4% or $354,406 at 6%; with 100% employer match about $398,706 at 4% or $265,804 at 6%. |
| 2017 | 1 | 2 | $1,025,428 | $61,744 | $30,872iApproximate average salary by contribution assumption: employee only about $771,800 at 4% or $514,533 at 6%; with 50% employer match about $514,533 at 4% or $343,022 at 6%; with 100% employer match about $385,900 at 4% or $257,267 at 6%. |
| Independence Wealth Advisors 401(K) Profit Sharing Plan | - | 2 | $1,025,428 | $61,744 | $30,872iApproximate average salary by contribution assumption: employee only about $771,800 at 4% or $514,533 at 6%; with 50% employer match about $514,533 at 4% or $343,022 at 6%; with 100% employer match about $385,900 at 4% or $257,267 at 6%. |
| 2016 | 1 | 2 | $823,519 | $70,426 | $35,213iApproximate average salary by contribution assumption: employee only about $880,325 at 4% or $586,883 at 6%; with 50% employer match about $586,883 at 4% or $391,256 at 6%; with 100% employer match about $440,163 at 4% or $293,442 at 6%. |
| Independence Wealth Advisors 401(K) Profit Sharing Plan | - | 2 | $823,519 | $70,426 | $35,213iApproximate average salary by contribution assumption: employee only about $880,325 at 4% or $586,883 at 6%; with 50% employer match about $586,883 at 4% or $391,256 at 6%; with 100% employer match about $440,163 at 4% or $293,442 at 6%. |
| 2015 | 1 | 3 | $712,104 | $744,212 | $248,071iApproximate average salary by contribution assumption: employee only about $6,201,767 at 4% or $4,134,511 at 6%; with 50% employer match about $4,134,511 at 4% or $2,756,341 at 6%; with 100% employer match about $3,100,883 at 4% or $2,067,256 at 6%. |
| Independence Wealth Advisors 401(K) Profit Sharing Plan | - | 3 | $712,104 | $744,212 | $248,071iApproximate average salary by contribution assumption: employee only about $6,201,767 at 4% or $4,134,511 at 6%; with 50% employer match about $4,134,511 at 4% or $2,756,341 at 6%; with 100% employer match about $3,100,883 at 4% or $2,067,256 at 6%. |