Integrated Planning Service
Plan context: Integrated Planning Services Profit Sharing Plan
EIN 22-3190387 • 10 filings • 3 plans
Current Snapshot
Latest Year
2003
2003 Participants
1
2003 Assets
$75,464
2003 Contributions
$38,011
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 |
|---|---|---|---|---|---|
| 2003 | 2 | 1 | $75,464 | $0 | - |
| Integrated Planning Services Profit Sharing Plan | - | 1 | $75,464 | - | - |
| Integrated Planning Services Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 1 | $62,398 | $0 | - |
| Integrated Planning Services Profit Sharing Plan | - | 1 | $34,713 | - | - |
| Integrated Planning Services Pension Plan | - | 1 | $27,685 | - | - |
| 2001 | 2 | 1 | $0 | $0 | - |
| Integrated Planning Services Profit Sharing Plan | - | 1 | - | - | - |
| Integrated Planning Services Pension Plan | - | 1 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| INTEGRATED PLANNING SERVICES PENSION PLAN | - | 3 | - | - | - |
| Integrated Planning Services Profit Sharing Plan | - | 3 | - | - | - |
| 1999 | 2 | 3 | $49,965 | $38,011 | $12,670iApproximate average salary by contribution assumption: employee only about $316,758 at 4% or $211,172 at 6%; with 50% employer match about $211,172 at 4% or $140,781 at 6%; with 100% employer match about $158,379 at 4% or $105,586 at 6%. |
| Integrated Planning Services Pension Plan | - | 3 | $28,976 | $17,022 | $5,674iApproximate average salary by contribution assumption: employee only about $141,850 at 4% or $94,567 at 6%; with 50% employer match about $94,567 at 4% or $63,044 at 6%; with 100% employer match about $70,925 at 4% or $47,283 at 6%. |
| Integrated Planning Services Profit Sharing Plan | - | 3 | $20,989 | $20,989 | $6,996iApproximate average salary by contribution assumption: employee only about $174,908 at 4% or $116,606 at 6%; with 50% employer match about $116,606 at 4% or $77,737 at 6%; with 100% employer match about $87,454 at 4% or $58,303 at 6%. |