Identity Financial Inc.
Plan context: Identity Financial Inc. 401(K) Profit Sharing Plan
EIN 22-3933027 • Richmond, TX • 15 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,500,393
2024 Contributions
$81,334
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $1,500,393 | $81,334 | $40,667iApproximate average salary by contribution assumption: employee only about $1,016,675 at 4% or $677,783 at 6%; with 50% employer match about $677,783 at 4% or $451,856 at 6%; with 100% employer match about $508,338 at 4% or $338,892 at 6%. |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $1,500,393 | $81,334 | $40,667iApproximate average salary by contribution assumption: employee only about $1,016,675 at 4% or $677,783 at 6%; with 50% employer match about $677,783 at 4% or $451,856 at 6%; with 100% employer match about $508,338 at 4% or $338,892 at 6%. |
| 2023 | 1 | 2 | $1,438,717 | $93,000 | $46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%. |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $1,438,717 | $93,000 | $46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%. |
| 2022 | 1 | 2 | $1,204,088 | $0 | - |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $1,204,088 | - | - |
| 2021 | 1 | 2 | $896,097 | $0 | - |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $896,097 | - | - |
| 2017 | 1 | 2 | $910,683 | $0 | - |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $910,683 | - | - |
| 2015 | 1 | 2 | $287,789 | $0 | - |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $287,789 | - | - |
| 2014 | 1 | 2 | $305,791 | $0 | - |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $305,791 | - | - |
| 2013 | 2 | 2 | $522,390 | $98,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $387,600 | $98,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $134,790 | - | - |
| 2012 | 1 | 2 | $588,768 | $74,933 | $37,467iApproximate average salary by contribution assumption: employee only about $936,663 at 4% or $624,442 at 6%; with 50% employer match about $624,442 at 4% or $416,294 at 6%; with 100% employer match about $468,331 at 4% or $312,221 at 6%. |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $588,768 | $74,933 | $37,467iApproximate average salary by contribution assumption: employee only about $936,663 at 4% or $624,442 at 6%; with 50% employer match about $624,442 at 4% or $416,294 at 6%; with 100% employer match about $468,331 at 4% or $312,221 at 6%. |
| 2011 | 1 | 2 | $633,074 | $77,933 | $38,967iApproximate average salary by contribution assumption: employee only about $974,163 at 4% or $649,442 at 6%; with 50% employer match about $649,442 at 4% or $432,961 at 6%; with 100% employer match about $487,081 at 4% or $324,721 at 6%. |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $633,074 | $77,933 | $38,967iApproximate average salary by contribution assumption: employee only about $974,163 at 4% or $649,442 at 6%; with 50% employer match about $649,442 at 4% or $432,961 at 6%; with 100% employer match about $487,081 at 4% or $324,721 at 6%. |
| 2010 | 1 | 2 | $509,213 | $74,933 | $37,467iApproximate average salary by contribution assumption: employee only about $936,663 at 4% or $624,442 at 6%; with 50% employer match about $624,442 at 4% or $416,294 at 6%; with 100% employer match about $468,331 at 4% or $312,221 at 6%. |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $509,213 | $74,933 | $37,467iApproximate average salary by contribution assumption: employee only about $936,663 at 4% or $624,442 at 6%; with 50% employer match about $624,442 at 4% or $416,294 at 6%; with 100% employer match about $468,331 at 4% or $312,221 at 6%. |
| 2008 | 1 | 2 | $575,612 | $73,106 | $36,553iApproximate average salary by contribution assumption: employee only about $913,825 at 4% or $609,217 at 6%; with 50% employer match about $609,217 at 4% or $406,144 at 6%; with 100% employer match about $456,913 at 4% or $304,608 at 6%. |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | $575,612 | $73,106 | $36,553iApproximate average salary by contribution assumption: employee only about $913,825 at 4% or $609,217 at 6%; with 50% employer match about $609,217 at 4% or $406,144 at 6%; with 100% employer match about $456,913 at 4% or $304,608 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $0 | $0 | - |
| Identity Financial Inc. 401(K) Profit Sharing Plan | - | 2 | - | - | - |