Civic Intelligence

ISI Financial Group, Inc.

Plan context: Isi Financial Group Inc. 401K Profit Sharing Plan

EIN 23-2687029 • Lancaster, PA • 18 filings • 3 plans

570 Lausch LaneSuite 100Lancaster, PA 17601
Current Snapshot

Latest Year

2021

2021 Participants

8

2021 Assets

$1,366,047

2021 Contributions

$416,757

Historical Graphs

Total Assets Over Time

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

$1,366,047$683,024$0200520132021YearValue
$1,366,047Latest year 2021

Participants Over Time

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

950200520132021YearValue
8Latest year 2021

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
202128$1,366,047$416,757$52,095iApproximate average salary by contribution assumption: employee only about $1,302,366 at 4% or $868,244 at 6%; with 50% employer match about $868,244 at 4% or $578,829 at 6%; with 100% employer match about $651,183 at 4% or $434,122 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-8$1,366,047$310,830$38,854iApproximate average salary by contribution assumption: employee only about $971,344 at 4% or $647,563 at 6%; with 50% employer match about $647,563 at 4% or $431,708 at 6%; with 100% employer match about $485,672 at 4% or $323,781 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-0$0$105,927-
202019$1,062,769$88,327$9,814iApproximate average salary by contribution assumption: employee only about $245,353 at 4% or $163,569 at 6%; with 50% employer match about $163,569 at 4% or $109,046 at 6%; with 100% employer match about $122,676 at 4% or $81,784 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-9$1,062,769$88,327$9,814iApproximate average salary by contribution assumption: employee only about $245,353 at 4% or $163,569 at 6%; with 50% employer match about $163,569 at 4% or $109,046 at 6%; with 100% employer match about $122,676 at 4% or $81,784 at 6%.
201918$879,264$85,535$10,692iApproximate average salary by contribution assumption: employee only about $267,297 at 4% or $178,198 at 6%; with 50% employer match about $178,198 at 4% or $118,799 at 6%; with 100% employer match about $133,648 at 4% or $89,099 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-8$879,264$85,535$10,692iApproximate average salary by contribution assumption: employee only about $267,297 at 4% or $178,198 at 6%; with 50% employer match about $178,198 at 4% or $118,799 at 6%; with 100% employer match about $133,648 at 4% or $89,099 at 6%.
201817$686,045$66,618$9,517iApproximate average salary by contribution assumption: employee only about $237,921 at 4% or $158,614 at 6%; with 50% employer match about $158,614 at 4% or $105,743 at 6%; with 100% employer match about $118,961 at 4% or $79,307 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-7$686,045$66,618$9,517iApproximate average salary by contribution assumption: employee only about $237,921 at 4% or $158,614 at 6%; with 50% employer match about $158,614 at 4% or $105,743 at 6%; with 100% employer match about $118,961 at 4% or $79,307 at 6%.
201715$653,330$74,633$14,927iApproximate average salary by contribution assumption: employee only about $373,165 at 4% or $248,777 at 6%; with 50% employer match about $248,777 at 4% or $165,851 at 6%; with 100% employer match about $186,583 at 4% or $124,388 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-5$653,330$74,633$14,927iApproximate average salary by contribution assumption: employee only about $373,165 at 4% or $248,777 at 6%; with 50% employer match about $248,777 at 4% or $165,851 at 6%; with 100% employer match about $186,583 at 4% or $124,388 at 6%.
201615$523,468$89,157$17,831iApproximate average salary by contribution assumption: employee only about $445,785 at 4% or $297,190 at 6%; with 50% employer match about $297,190 at 4% or $198,127 at 6%; with 100% employer match about $222,893 at 4% or $148,595 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-5$523,468$89,157$17,831iApproximate average salary by contribution assumption: employee only about $445,785 at 4% or $297,190 at 6%; with 50% employer match about $297,190 at 4% or $198,127 at 6%; with 100% employer match about $222,893 at 4% or $148,595 at 6%.
201517$402,454$68,708$9,815iApproximate average salary by contribution assumption: employee only about $245,386 at 4% or $163,590 at 6%; with 50% employer match about $163,590 at 4% or $109,060 at 6%; with 100% employer match about $122,693 at 4% or $81,795 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-7$402,454$68,708$9,815iApproximate average salary by contribution assumption: employee only about $245,386 at 4% or $163,590 at 6%; with 50% employer match about $163,590 at 4% or $109,060 at 6%; with 100% employer match about $122,693 at 4% or $81,795 at 6%.
201417$340,932$57,348$8,193iApproximate average salary by contribution assumption: employee only about $204,814 at 4% or $136,543 at 6%; with 50% employer match about $136,543 at 4% or $91,029 at 6%; with 100% employer match about $102,407 at 4% or $68,271 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-7$340,932$57,348$8,193iApproximate average salary by contribution assumption: employee only about $204,814 at 4% or $136,543 at 6%; with 50% employer match about $136,543 at 4% or $91,029 at 6%; with 100% employer match about $102,407 at 4% or $68,271 at 6%.
201317$269,645$51,253$7,322iApproximate average salary by contribution assumption: employee only about $183,046 at 4% or $122,031 at 6%; with 50% employer match about $122,031 at 4% or $81,354 at 6%; with 100% employer match about $91,523 at 4% or $61,015 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-7$269,645$51,253$7,322iApproximate average salary by contribution assumption: employee only about $183,046 at 4% or $122,031 at 6%; with 50% employer match about $122,031 at 4% or $81,354 at 6%; with 100% employer match about $91,523 at 4% or $61,015 at 6%.
201217$210,440$46,761$6,680iApproximate average salary by contribution assumption: employee only about $167,004 at 4% or $111,336 at 6%; with 50% employer match about $111,336 at 4% or $74,224 at 6%; with 100% employer match about $83,502 at 4% or $55,668 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-7$210,440$46,761$6,680iApproximate average salary by contribution assumption: employee only about $167,004 at 4% or $111,336 at 6%; with 50% employer match about $111,336 at 4% or $74,224 at 6%; with 100% employer match about $83,502 at 4% or $55,668 at 6%.
201117$148,686$38,419$5,488iApproximate average salary by contribution assumption: employee only about $137,211 at 4% or $91,474 at 6%; with 50% employer match about $91,474 at 4% or $60,983 at 6%; with 100% employer match about $68,605 at 4% or $45,737 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-7$148,686$38,419$5,488iApproximate average salary by contribution assumption: employee only about $137,211 at 4% or $91,474 at 6%; with 50% employer match about $91,474 at 4% or $60,983 at 6%; with 100% employer match about $68,605 at 4% or $45,737 at 6%.
201017$105,039$28,010$4,001iApproximate average salary by contribution assumption: employee only about $100,036 at 4% or $66,690 at 6%; with 50% employer match about $66,690 at 4% or $44,460 at 6%; with 100% employer match about $50,018 at 4% or $33,345 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-7$105,039$28,010$4,001iApproximate average salary by contribution assumption: employee only about $100,036 at 4% or $66,690 at 6%; with 50% employer match about $66,690 at 4% or $44,460 at 6%; with 100% employer match about $50,018 at 4% or $33,345 at 6%.
200914$70,083$13,027$3,257iApproximate average salary by contribution assumption: employee only about $81,419 at 4% or $54,279 at 6%; with 50% employer match about $54,279 at 4% or $36,186 at 6%; with 100% employer match about $40,709 at 4% or $27,140 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-4$70,083$13,027$3,257iApproximate average salary by contribution assumption: employee only about $81,419 at 4% or $54,279 at 6%; with 50% employer match about $54,279 at 4% or $36,186 at 6%; with 100% employer match about $40,709 at 4% or $27,140 at 6%.
200814$41,335$13,779$3,445iApproximate average salary by contribution assumption: employee only about $86,119 at 4% or $57,413 at 6%; with 50% employer match about $57,413 at 4% or $38,275 at 6%; with 100% employer match about $43,059 at 4% or $28,706 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-4$41,335$13,779$3,445iApproximate average salary by contribution assumption: employee only about $86,119 at 4% or $57,413 at 6%; with 50% employer match about $57,413 at 4% or $38,275 at 6%; with 100% employer match about $43,059 at 4% or $28,706 at 6%.
200715$44,028$15,245$3,049iApproximate average salary by contribution assumption: employee only about $76,225 at 4% or $50,817 at 6%; with 50% employer match about $50,817 at 4% or $33,878 at 6%; with 100% employer match about $38,113 at 4% or $25,408 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-5$44,028$15,245$3,049iApproximate average salary by contribution assumption: employee only about $76,225 at 4% or $50,817 at 6%; with 50% employer match about $50,817 at 4% or $33,878 at 6%; with 100% employer match about $38,113 at 4% or $25,408 at 6%.
200615$28,737$15,343$3,069iApproximate average salary by contribution assumption: employee only about $76,715 at 4% or $51,143 at 6%; with 50% employer match about $51,143 at 4% or $34,096 at 6%; with 100% employer match about $38,358 at 4% or $25,572 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-5$28,737$15,343$3,069iApproximate average salary by contribution assumption: employee only about $76,715 at 4% or $51,143 at 6%; with 50% employer match about $51,143 at 4% or $34,096 at 6%; with 100% employer match about $38,358 at 4% or $25,572 at 6%.
200515$10,324$10,419$2,084iApproximate average salary by contribution assumption: employee only about $52,095 at 4% or $34,730 at 6%; with 50% employer match about $34,730 at 4% or $23,153 at 6%; with 100% employer match about $26,048 at 4% or $17,365 at 6%.
Isi Financial Group Inc. 401K Profit Sharing Plan-5$10,324$10,419$2,084iApproximate average salary by contribution assumption: employee only about $52,095 at 4% or $34,730 at 6%; with 50% employer match about $34,730 at 4% or $23,153 at 6%; with 100% employer match about $26,048 at 4% or $17,365 at 6%.