Civic Intelligence

Independence Foundation

Plan context: Independence Foundation 401K Profit Sharing Plan & Trust

EIN 23-1352110 • Philadelphia, PA • 21 filings • 3 plans

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200 South Broad Street, Suite 1101Philadelphia, PA 19102
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$5,810,659

2024 Contributions

$192,425

Historical Graphs

Total Assets Over Time

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

$5,810,659$2,905,330$0200420152024YearValue
$5,810,659Latest year 2024

Participants Over Time

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

1260200420142024YearValue
8Latest 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
202418$5,810,659$192,425$24,053iApproximate average salary by contribution assumption: employee only about $601,328 at 4% or $400,885 at 6%; with 50% employer match about $400,885 at 4% or $267,257 at 6%; with 100% employer match about $300,664 at 4% or $200,443 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-8$5,810,659$192,425$24,053iApproximate average salary by contribution assumption: employee only about $601,328 at 4% or $400,885 at 6%; with 50% employer match about $400,885 at 4% or $267,257 at 6%; with 100% employer match about $300,664 at 4% or $200,443 at 6%.
202319$5,014,274$176,467$19,607iApproximate average salary by contribution assumption: employee only about $490,186 at 4% or $326,791 at 6%; with 50% employer match about $326,791 at 4% or $217,860 at 6%; with 100% employer match about $245,093 at 4% or $163,395 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-9$5,014,274$176,467$19,607iApproximate average salary by contribution assumption: employee only about $490,186 at 4% or $326,791 at 6%; with 50% employer match about $326,791 at 4% or $217,860 at 6%; with 100% employer match about $245,093 at 4% or $163,395 at 6%.
202219$4,200,656$168,320$18,702iApproximate average salary by contribution assumption: employee only about $467,556 at 4% or $311,704 at 6%; with 50% employer match about $311,704 at 4% or $207,802 at 6%; with 100% employer match about $233,778 at 4% or $155,852 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-9$4,200,656$168,320$18,702iApproximate average salary by contribution assumption: employee only about $467,556 at 4% or $311,704 at 6%; with 50% employer match about $311,704 at 4% or $207,802 at 6%; with 100% employer match about $233,778 at 4% or $155,852 at 6%.
202119$4,545,373$161,837$17,982iApproximate average salary by contribution assumption: employee only about $449,547 at 4% or $299,698 at 6%; with 50% employer match about $299,698 at 4% or $199,799 at 6%; with 100% employer match about $224,774 at 4% or $149,849 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-9$4,545,373$161,837$17,982iApproximate average salary by contribution assumption: employee only about $449,547 at 4% or $299,698 at 6%; with 50% employer match about $299,698 at 4% or $199,799 at 6%; with 100% employer match about $224,774 at 4% or $149,849 at 6%.
202019$3,779,820$143,951$15,995iApproximate average salary by contribution assumption: employee only about $399,864 at 4% or $266,576 at 6%; with 50% employer match about $266,576 at 4% or $177,717 at 6%; with 100% employer match about $199,932 at 4% or $133,288 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-9$3,779,820$143,951$15,995iApproximate average salary by contribution assumption: employee only about $399,864 at 4% or $266,576 at 6%; with 50% employer match about $266,576 at 4% or $177,717 at 6%; with 100% employer match about $199,932 at 4% or $133,288 at 6%.
201919$2,988,018$132,118$14,680iApproximate average salary by contribution assumption: employee only about $366,994 at 4% or $244,663 at 6%; with 50% employer match about $244,663 at 4% or $163,109 at 6%; with 100% employer match about $183,497 at 4% or $122,331 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-9$2,988,018$132,118$14,680iApproximate average salary by contribution assumption: employee only about $366,994 at 4% or $244,663 at 6%; with 50% employer match about $244,663 at 4% or $163,109 at 6%; with 100% employer match about $183,497 at 4% or $122,331 at 6%.
201819$2,389,170$126,287$14,032iApproximate average salary by contribution assumption: employee only about $350,797 at 4% or $233,865 at 6%; with 50% employer match about $233,865 at 4% or $155,910 at 6%; with 100% employer match about $175,399 at 4% or $116,932 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-9$2,389,170$126,287$14,032iApproximate average salary by contribution assumption: employee only about $350,797 at 4% or $233,865 at 6%; with 50% employer match about $233,865 at 4% or $155,910 at 6%; with 100% employer match about $175,399 at 4% or $116,932 at 6%.
201718$2,410,822$129,104$16,138iApproximate average salary by contribution assumption: employee only about $403,450 at 4% or $268,967 at 6%; with 50% employer match about $268,967 at 4% or $179,311 at 6%; with 100% employer match about $201,725 at 4% or $134,483 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-8$2,410,822$129,104$16,138iApproximate average salary by contribution assumption: employee only about $403,450 at 4% or $268,967 at 6%; with 50% employer match about $268,967 at 4% or $179,311 at 6%; with 100% employer match about $201,725 at 4% or $134,483 at 6%.
2016111$2,685,170$126,559$11,505iApproximate average salary by contribution assumption: employee only about $287,634 at 4% or $191,756 at 6%; with 50% employer match about $191,756 at 4% or $127,837 at 6%; with 100% employer match about $143,817 at 4% or $95,878 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-11$2,685,170$126,559$11,505iApproximate average salary by contribution assumption: employee only about $287,634 at 4% or $191,756 at 6%; with 50% employer match about $191,756 at 4% or $127,837 at 6%; with 100% employer match about $143,817 at 4% or $95,878 at 6%.
2015112$2,373,798$131,815$10,985iApproximate average salary by contribution assumption: employee only about $274,615 at 4% or $183,076 at 6%; with 50% employer match about $183,076 at 4% or $122,051 at 6%; with 100% employer match about $137,307 at 4% or $91,538 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-12$2,373,798$131,815$10,985iApproximate average salary by contribution assumption: employee only about $274,615 at 4% or $183,076 at 6%; with 50% employer match about $183,076 at 4% or $122,051 at 6%; with 100% employer match about $137,307 at 4% or $91,538 at 6%.
201419$2,539,908$119,078$13,231iApproximate average salary by contribution assumption: employee only about $330,772 at 4% or $220,515 at 6%; with 50% employer match about $220,515 at 4% or $147,010 at 6%; with 100% employer match about $165,386 at 4% or $110,257 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-9$2,539,908$119,078$13,231iApproximate average salary by contribution assumption: employee only about $330,772 at 4% or $220,515 at 6%; with 50% employer match about $220,515 at 4% or $147,010 at 6%; with 100% employer match about $165,386 at 4% or $110,257 at 6%.
201318$2,336,318$144,103$18,013iApproximate average salary by contribution assumption: employee only about $450,322 at 4% or $300,215 at 6%; with 50% employer match about $300,215 at 4% or $200,143 at 6%; with 100% employer match about $225,161 at 4% or $150,107 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-8$2,336,318$144,103$18,013iApproximate average salary by contribution assumption: employee only about $450,322 at 4% or $300,215 at 6%; with 50% employer match about $300,215 at 4% or $200,143 at 6%; with 100% employer match about $225,161 at 4% or $150,107 at 6%.
201217$2,043,329$138,814$19,831iApproximate average salary by contribution assumption: employee only about $495,764 at 4% or $330,510 at 6%; with 50% employer match about $330,510 at 4% or $220,340 at 6%; with 100% employer match about $247,882 at 4% or $165,255 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-7$2,043,329$138,814$19,831iApproximate average salary by contribution assumption: employee only about $495,764 at 4% or $330,510 at 6%; with 50% employer match about $330,510 at 4% or $220,340 at 6%; with 100% employer match about $247,882 at 4% or $165,255 at 6%.
201117$1,842,455$166,353$23,765iApproximate average salary by contribution assumption: employee only about $594,118 at 4% or $396,079 at 6%; with 50% employer match about $396,079 at 4% or $264,052 at 6%; with 100% employer match about $297,059 at 4% or $198,039 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-7$1,842,455$166,353$23,765iApproximate average salary by contribution assumption: employee only about $594,118 at 4% or $396,079 at 6%; with 50% employer match about $396,079 at 4% or $264,052 at 6%; with 100% employer match about $297,059 at 4% or $198,039 at 6%.
201019$1,762,479$142,356$15,817iApproximate average salary by contribution assumption: employee only about $395,433 at 4% or $263,622 at 6%; with 50% employer match about $263,622 at 4% or $175,748 at 6%; with 100% employer match about $197,717 at 4% or $131,811 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-9$1,762,479$142,356$15,817iApproximate average salary by contribution assumption: employee only about $395,433 at 4% or $263,622 at 6%; with 50% employer match about $263,622 at 4% or $175,748 at 6%; with 100% employer match about $197,717 at 4% or $131,811 at 6%.
2009110$1,646,343$135,075$13,508iApproximate average salary by contribution assumption: employee only about $337,688 at 4% or $225,125 at 6%; with 50% employer match about $225,125 at 4% or $150,083 at 6%; with 100% employer match about $168,844 at 4% or $112,563 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-10$1,646,343$135,075$13,508iApproximate average salary by contribution assumption: employee only about $337,688 at 4% or $225,125 at 6%; with 50% employer match about $225,125 at 4% or $150,083 at 6%; with 100% employer match about $168,844 at 4% or $112,563 at 6%.
2008110$1,206,127$198,179$19,818iApproximate average salary by contribution assumption: employee only about $495,448 at 4% or $330,298 at 6%; with 50% employer match about $330,298 at 4% or $220,199 at 6%; with 100% employer match about $247,724 at 4% or $165,149 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-10$1,206,127$198,179$19,818iApproximate average salary by contribution assumption: employee only about $495,448 at 4% or $330,298 at 6%; with 50% employer match about $330,298 at 4% or $220,199 at 6%; with 100% employer match about $247,724 at 4% or $165,149 at 6%.
2007110$0$0-
Independence Foundation 401K Profit Sharing Plan & Trust-10---
200619$767,831$147,165$16,352iApproximate average salary by contribution assumption: employee only about $408,792 at 4% or $272,528 at 6%; with 50% employer match about $272,528 at 4% or $181,685 at 6%; with 100% employer match about $204,396 at 4% or $136,264 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-9$767,831$147,165$16,352iApproximate average salary by contribution assumption: employee only about $408,792 at 4% or $272,528 at 6%; with 50% employer match about $272,528 at 4% or $181,685 at 6%; with 100% employer match about $204,396 at 4% or $136,264 at 6%.
200518$509,574$125,130$15,641iApproximate average salary by contribution assumption: employee only about $391,031 at 4% or $260,688 at 6%; with 50% employer match about $260,688 at 4% or $173,792 at 6%; with 100% employer match about $195,516 at 4% or $130,344 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-8$509,574$125,130$15,641iApproximate average salary by contribution assumption: employee only about $391,031 at 4% or $260,688 at 6%; with 50% employer match about $260,688 at 4% or $173,792 at 6%; with 100% employer match about $195,516 at 4% or $130,344 at 6%.
200418$351,359$84,760$10,595iApproximate average salary by contribution assumption: employee only about $264,875 at 4% or $176,583 at 6%; with 50% employer match about $176,583 at 4% or $117,722 at 6%; with 100% employer match about $132,438 at 4% or $88,292 at 6%.
Independence Foundation 401K Profit Sharing Plan & Trust-8$351,359$84,760$10,595iApproximate average salary by contribution assumption: employee only about $264,875 at 4% or $176,583 at 6%; with 50% employer match about $176,583 at 4% or $117,722 at 6%; with 100% employer match about $132,438 at 4% or $88,292 at 6%.