Individual Financial Services
Plan context: INDIVIDUAL FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN
EIN 25-1799913 • Wexford, PA • 11 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$2,373,860
2023 Contributions
$182,135
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 4 | $2,373,860 | $182,135 | $45,534iApproximate average salary by contribution assumption: employee only about $1,138,344 at 4% or $758,896 at 6%; with 50% employer match about $758,896 at 4% or $505,931 at 6%; with 100% employer match about $569,172 at 4% or $379,448 at 6%. |
| INDIVIDUAL FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN | - | 4 | $2,373,860 | $182,135 | $45,534iApproximate average salary by contribution assumption: employee only about $1,138,344 at 4% or $758,896 at 6%; with 50% employer match about $758,896 at 4% or $505,931 at 6%; with 100% employer match about $569,172 at 4% or $379,448 at 6%. |
| 2022 | 1 | 4 | $1,795,376 | $161,945 | $40,486iApproximate average salary by contribution assumption: employee only about $1,012,156 at 4% or $674,771 at 6%; with 50% employer match about $674,771 at 4% or $449,847 at 6%; with 100% employer match about $506,078 at 4% or $337,385 at 6%. |
| INDIVIDUAL FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN | - | 4 | $1,795,376 | $161,945 | $40,486iApproximate average salary by contribution assumption: employee only about $1,012,156 at 4% or $674,771 at 6%; with 50% employer match about $674,771 at 4% or $449,847 at 6%; with 100% employer match about $506,078 at 4% or $337,385 at 6%. |
| 2021 | 1 | 4 | $2,006,917 | $149,860 | $37,465iApproximate average salary by contribution assumption: employee only about $936,625 at 4% or $624,417 at 6%; with 50% employer match about $624,417 at 4% or $416,278 at 6%; with 100% employer match about $468,313 at 4% or $312,208 at 6%. |
| INDIVIDUAL FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN | - | 4 | $2,006,917 | $149,860 | $37,465iApproximate average salary by contribution assumption: employee only about $936,625 at 4% or $624,417 at 6%; with 50% employer match about $624,417 at 4% or $416,278 at 6%; with 100% employer match about $468,313 at 4% or $312,208 at 6%. |
| 2020 | 1 | 4 | $2,718,936 | $143,224 | $35,806iApproximate average salary by contribution assumption: employee only about $895,150 at 4% or $596,767 at 6%; with 50% employer match about $596,767 at 4% or $397,844 at 6%; with 100% employer match about $447,575 at 4% or $298,383 at 6%. |
| INDIVIDUAL FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN | - | 4 | $2,718,936 | $143,224 | $35,806iApproximate average salary by contribution assumption: employee only about $895,150 at 4% or $596,767 at 6%; with 50% employer match about $596,767 at 4% or $397,844 at 6%; with 100% employer match about $447,575 at 4% or $298,383 at 6%. |
| 2010 | 1 | 0 | $0 | $0 | - |
| Individual Financial Services Defined Benefit Pension Plan | - | 0 | $0 | - | - |
| 2009 | 1 | 3 | $572,857 | $0 | - |
| Individual Financial Services Defined Benefit Pension Plan | - | 3 | $572,857 | - | - |
| 2008 | 1 | 3 | $520,507 | $337,096 | $112,365iApproximate average salary by contribution assumption: employee only about $2,809,133 at 4% or $1,872,756 at 6%; with 50% employer match about $1,872,756 at 4% or $1,248,504 at 6%; with 100% employer match about $1,404,567 at 4% or $936,378 at 6%. |
| Individual Financial Services Defined Benefit Pension Plan | - | 3 | $520,507 | $337,096 | $112,365iApproximate average salary by contribution assumption: employee only about $2,809,133 at 4% or $1,872,756 at 6%; with 50% employer match about $1,872,756 at 4% or $1,248,504 at 6%; with 100% employer match about $1,404,567 at 4% or $936,378 at 6%. |
| 2007 | 1 | 2 | $255,006 | $85,478 | $42,739iApproximate average salary by contribution assumption: employee only about $1,068,475 at 4% or $712,317 at 6%; with 50% employer match about $712,317 at 4% or $474,878 at 6%; with 100% employer match about $534,238 at 4% or $356,158 at 6%. |
| Individual Financial Services Defined Benefit Pension Plan | - | 2 | $255,006 | $85,478 | $42,739iApproximate average salary by contribution assumption: employee only about $1,068,475 at 4% or $712,317 at 6%; with 50% employer match about $712,317 at 4% or $474,878 at 6%; with 100% employer match about $534,238 at 4% or $356,158 at 6%. |
| 2006 | 1 | 2 | $179,979 | $60,315 | $30,158iApproximate average salary by contribution assumption: employee only about $753,938 at 4% or $502,625 at 6%; with 50% employer match about $502,625 at 4% or $335,083 at 6%; with 100% employer match about $376,969 at 4% or $251,313 at 6%. |
| Individual Financial Services Defined Benefit Pension Plan | - | 2 | $179,979 | $60,315 | $30,158iApproximate average salary by contribution assumption: employee only about $753,938 at 4% or $502,625 at 6%; with 50% employer match about $502,625 at 4% or $335,083 at 6%; with 100% employer match about $376,969 at 4% or $251,313 at 6%. |
| 2005 | 1 | 3 | $104,947 | $48,927 | $16,309iApproximate average salary by contribution assumption: employee only about $407,725 at 4% or $271,817 at 6%; with 50% employer match about $271,817 at 4% or $181,211 at 6%; with 100% employer match about $203,863 at 4% or $135,908 at 6%. |
| Individual Financial Services Defined Benefit Pension Plan | - | 3 | $104,947 | $48,927 | $16,309iApproximate average salary by contribution assumption: employee only about $407,725 at 4% or $271,817 at 6%; with 50% employer match about $271,817 at 4% or $181,211 at 6%; with 100% employer match about $203,863 at 4% or $135,908 at 6%. |
| 2004 | 1 | 2 | $49,119 | $46,247 | $23,124iApproximate average salary by contribution assumption: employee only about $578,088 at 4% or $385,392 at 6%; with 50% employer match about $385,392 at 4% or $256,928 at 6%; with 100% employer match about $289,044 at 4% or $192,696 at 6%. |
| Individual Financial Services Defined Benefit Pension Plan | - | 2 | $49,119 | $46,247 | $23,124iApproximate average salary by contribution assumption: employee only about $578,088 at 4% or $385,392 at 6%; with 50% employer match about $385,392 at 4% or $256,928 at 6%; with 100% employer match about $289,044 at 4% or $192,696 at 6%. |