Civic Intelligence

Integrated Financial Services Inc.

Plan context: Integrated Financial Services Inc. 401K Plan

EIN 22-2815957 • Newtown, PA • 16 filings • 3 plans

411 South State StreetNewtown, PA 18940
Current Snapshot

Latest Year

2014

2014 Participants

26

2014 Assets

$1,813,990

2014 Contributions

$147,921

Historical Graphs

Total Assets Over Time

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

$1,813,990$906,995$0199920072014YearValue
$1,813,990Latest year 2014

Participants Over Time

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

27140199920072014YearValue
26Latest year 2014

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
2014126$1,813,990$147,921$5,689iApproximate average salary by contribution assumption: employee only about $142,232 at 4% or $94,821 at 6%; with 50% employer match about $94,821 at 4% or $63,214 at 6%; with 100% employer match about $71,116 at 4% or $47,411 at 6%.
Integrated Financial Services Inc. 401K Plan-26$1,813,990$147,921$5,689iApproximate average salary by contribution assumption: employee only about $142,232 at 4% or $94,821 at 6%; with 50% employer match about $94,821 at 4% or $63,214 at 6%; with 100% employer match about $71,116 at 4% or $47,411 at 6%.
2013124$1,635,896$150,165$6,257iApproximate average salary by contribution assumption: employee only about $156,422 at 4% or $104,281 at 6%; with 50% employer match about $104,281 at 4% or $69,521 at 6%; with 100% employer match about $78,211 at 4% or $52,141 at 6%.
Integrated Financial Services Inc. 401K Plan-24$1,635,896$150,165$6,257iApproximate average salary by contribution assumption: employee only about $156,422 at 4% or $104,281 at 6%; with 50% employer match about $104,281 at 4% or $69,521 at 6%; with 100% employer match about $78,211 at 4% or $52,141 at 6%.
2012127$1,183,127$142,421$5,275iApproximate average salary by contribution assumption: employee only about $131,871 at 4% or $87,914 at 6%; with 50% employer match about $87,914 at 4% or $58,609 at 6%; with 100% employer match about $65,936 at 4% or $43,957 at 6%.
Integrated Financial Services Inc. 401K Plan-27$1,183,127$142,421$5,275iApproximate average salary by contribution assumption: employee only about $131,871 at 4% or $87,914 at 6%; with 50% employer match about $87,914 at 4% or $58,609 at 6%; with 100% employer match about $65,936 at 4% or $43,957 at 6%.
2011121$979,609$142,044$6,764iApproximate average salary by contribution assumption: employee only about $169,100 at 4% or $112,733 at 6%; with 50% employer match about $112,733 at 4% or $75,156 at 6%; with 100% employer match about $84,550 at 4% or $56,367 at 6%.
Integrated Financial Services Inc. 401K Plan-21$979,609$142,044$6,764iApproximate average salary by contribution assumption: employee only about $169,100 at 4% or $112,733 at 6%; with 50% employer match about $112,733 at 4% or $75,156 at 6%; with 100% employer match about $84,550 at 4% or $56,367 at 6%.
2010123$1,041,100$158,267$6,881iApproximate average salary by contribution assumption: employee only about $172,029 at 4% or $114,686 at 6%; with 50% employer match about $114,686 at 4% or $76,457 at 6%; with 100% employer match about $86,015 at 4% or $57,343 at 6%.
Integrated Financial Services Inc. 401K Plan-23$1,041,100$158,267$6,881iApproximate average salary by contribution assumption: employee only about $172,029 at 4% or $114,686 at 6%; with 50% employer match about $114,686 at 4% or $76,457 at 6%; with 100% employer match about $86,015 at 4% or $57,343 at 6%.
2009116$866,008$135,879$8,492iApproximate average salary by contribution assumption: employee only about $212,311 at 4% or $141,541 at 6%; with 50% employer match about $141,541 at 4% or $94,360 at 6%; with 100% employer match about $106,155 at 4% or $70,770 at 6%.
Integrated Financial Services Inc. 401K Plan-16$866,008$135,879$8,492iApproximate average salary by contribution assumption: employee only about $212,311 at 4% or $141,541 at 6%; with 50% employer match about $141,541 at 4% or $94,360 at 6%; with 100% employer match about $106,155 at 4% or $70,770 at 6%.
2008117$570,537$122,549$7,209iApproximate average salary by contribution assumption: employee only about $180,219 at 4% or $120,146 at 6%; with 50% employer match about $120,146 at 4% or $80,097 at 6%; with 100% employer match about $90,110 at 4% or $60,073 at 6%.
Integrated Financial Services Inc. 401K Plan-17$570,537$122,549$7,209iApproximate average salary by contribution assumption: employee only about $180,219 at 4% or $120,146 at 6%; with 50% employer match about $120,146 at 4% or $80,097 at 6%; with 100% employer match about $90,110 at 4% or $60,073 at 6%.
2007113$803,532$108,320$8,332iApproximate average salary by contribution assumption: employee only about $208,308 at 4% or $138,872 at 6%; with 50% employer match about $138,872 at 4% or $92,581 at 6%; with 100% employer match about $104,154 at 4% or $69,436 at 6%.
Integrated Financial Services Inc. 401K Plan-13$803,532$108,320$8,332iApproximate average salary by contribution assumption: employee only about $208,308 at 4% or $138,872 at 6%; with 50% employer match about $138,872 at 4% or $92,581 at 6%; with 100% employer match about $104,154 at 4% or $69,436 at 6%.
2006111$645,026$123,470$11,225iApproximate average salary by contribution assumption: employee only about $280,614 at 4% or $187,076 at 6%; with 50% employer match about $187,076 at 4% or $124,717 at 6%; with 100% employer match about $140,307 at 4% or $93,538 at 6%.
Integrated Financial Services Inc. 401K Plan-11$645,026$123,470$11,225iApproximate average salary by contribution assumption: employee only about $280,614 at 4% or $187,076 at 6%; with 50% employer match about $187,076 at 4% or $124,717 at 6%; with 100% employer match about $140,307 at 4% or $93,538 at 6%.
2005111$470,091$85,527$7,775iApproximate average salary by contribution assumption: employee only about $194,380 at 4% or $129,586 at 6%; with 50% employer match about $129,586 at 4% or $86,391 at 6%; with 100% employer match about $97,190 at 4% or $64,793 at 6%.
Integrated Financial Services Inc. 401K Plan-11$470,091$85,527$7,775iApproximate average salary by contribution assumption: employee only about $194,380 at 4% or $129,586 at 6%; with 50% employer match about $129,586 at 4% or $86,391 at 6%; with 100% employer match about $97,190 at 4% or $64,793 at 6%.
2004110$371,757$108,953$10,895iApproximate average salary by contribution assumption: employee only about $272,383 at 4% or $181,588 at 6%; with 50% employer match about $181,588 at 4% or $121,059 at 6%; with 100% employer match about $136,191 at 4% or $90,794 at 6%.
Integrated Financial Services Inc. 401K Plan-10$371,757$108,953$10,895iApproximate average salary by contribution assumption: employee only about $272,383 at 4% or $181,588 at 6%; with 50% employer match about $181,588 at 4% or $121,059 at 6%; with 100% employer match about $136,191 at 4% or $90,794 at 6%.
200318$251,570$71,482$8,935iApproximate average salary by contribution assumption: employee only about $223,381 at 4% or $148,921 at 6%; with 50% employer match about $148,921 at 4% or $99,281 at 6%; with 100% employer match about $111,691 at 4% or $74,460 at 6%.
Integrated Financial Services Inc. 401K Plan-8$251,570$71,482$8,935iApproximate average salary by contribution assumption: employee only about $223,381 at 4% or $148,921 at 6%; with 50% employer match about $148,921 at 4% or $99,281 at 6%; with 100% employer match about $111,691 at 4% or $74,460 at 6%.
2002110$161,495$64,875$6,488iApproximate average salary by contribution assumption: employee only about $162,188 at 4% or $108,125 at 6%; with 50% employer match about $108,125 at 4% or $72,083 at 6%; with 100% employer match about $81,094 at 4% or $54,063 at 6%.
Integrated Financial Services Inc. 401K Plan-10$161,495$64,875$6,488iApproximate average salary by contribution assumption: employee only about $162,188 at 4% or $108,125 at 6%; with 50% employer match about $108,125 at 4% or $72,083 at 6%; with 100% employer match about $81,094 at 4% or $54,063 at 6%.
200115$0$0-
Integrated Financial Services Inc. 401K Plan-5---
200016$103,192$40,810$6,802iApproximate average salary by contribution assumption: employee only about $170,042 at 4% or $113,361 at 6%; with 50% employer match about $113,361 at 4% or $75,574 at 6%; with 100% employer match about $85,021 at 4% or $56,681 at 6%.
Integrated Financial Services Inc. 401K Plan-6$103,192$40,810$6,802iApproximate average salary by contribution assumption: employee only about $170,042 at 4% or $113,361 at 6%; with 50% employer match about $113,361 at 4% or $75,574 at 6%; with 100% employer match about $85,021 at 4% or $56,681 at 6%.
199916$105,164$53,943$8,991iApproximate average salary by contribution assumption: employee only about $224,763 at 4% or $149,842 at 6%; with 50% employer match about $149,842 at 4% or $99,894 at 6%; with 100% employer match about $112,381 at 4% or $74,921 at 6%.
Integrated Financial Services Inc. 401K Plan-6$105,164$53,943$8,991iApproximate average salary by contribution assumption: employee only about $224,763 at 4% or $149,842 at 6%; with 50% employer match about $149,842 at 4% or $99,894 at 6%; with 100% employer match about $112,381 at 4% or $74,921 at 6%.