Ian Birchall and Associates
Plan context: Iba Profit Sharing Plan and Trust
EIN 26-0178528 • San Francisco, CA • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$1,679,312
2024 Contributions
$45,531
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 | 12 | $1,679,312 | $45,531 | $3,794iApproximate average salary by contribution assumption: employee only about $94,856 at 4% or $63,238 at 6%; with 50% employer match about $63,238 at 4% or $42,158 at 6%; with 100% employer match about $47,428 at 4% or $31,619 at 6%. |
| Iba Profit Sharing Plan and Trust | - | 12 | $1,679,312 | $45,531 | $3,794iApproximate average salary by contribution assumption: employee only about $94,856 at 4% or $63,238 at 6%; with 50% employer match about $63,238 at 4% or $42,158 at 6%; with 100% employer match about $47,428 at 4% or $31,619 at 6%. |
| 2023 | 1 | 9 | $1,305,683 | $53,436 | $5,937iApproximate average salary by contribution assumption: employee only about $148,433 at 4% or $98,956 at 6%; with 50% employer match about $98,956 at 4% or $65,970 at 6%; with 100% employer match about $74,217 at 4% or $49,478 at 6%. |
| Iba Profit Sharing Plan and Trust | - | 9 | $1,305,683 | $53,436 | $5,937iApproximate average salary by contribution assumption: employee only about $148,433 at 4% or $98,956 at 6%; with 50% employer match about $98,956 at 4% or $65,970 at 6%; with 100% employer match about $74,217 at 4% or $49,478 at 6%. |
| 2022 | 1 | 14 | $1,188,883 | $64,038 | $4,574iApproximate average salary by contribution assumption: employee only about $114,354 at 4% or $76,236 at 6%; with 50% employer match about $76,236 at 4% or $50,824 at 6%; with 100% employer match about $57,177 at 4% or $38,118 at 6%. |
| Iba Profit Sharing Plan and Trust | - | 14 | $1,188,883 | $64,038 | $4,574iApproximate average salary by contribution assumption: employee only about $114,354 at 4% or $76,236 at 6%; with 50% employer match about $76,236 at 4% or $50,824 at 6%; with 100% employer match about $57,177 at 4% or $38,118 at 6%. |
| 2021 | 1 | 14 | $1,494,609 | $68,427 | $4,888iApproximate average salary by contribution assumption: employee only about $122,191 at 4% or $81,461 at 6%; with 50% employer match about $81,461 at 4% or $54,307 at 6%; with 100% employer match about $61,096 at 4% or $40,730 at 6%. |
| Iba Profit Sharing Plan and Trust | - | 14 | $1,494,609 | $68,427 | $4,888iApproximate average salary by contribution assumption: employee only about $122,191 at 4% or $81,461 at 6%; with 50% employer match about $81,461 at 4% or $54,307 at 6%; with 100% employer match about $61,096 at 4% or $40,730 at 6%. |
| 2020 | 1 | 14 | $1,229,434 | $81,584 | $5,827iApproximate average salary by contribution assumption: employee only about $145,686 at 4% or $97,124 at 6%; with 50% employer match about $97,124 at 4% or $64,749 at 6%; with 100% employer match about $72,843 at 4% or $48,562 at 6%. |
| Iba Profit Sharing Plan and Trust | - | 14 | $1,229,434 | $81,584 | $5,827iApproximate average salary by contribution assumption: employee only about $145,686 at 4% or $97,124 at 6%; with 50% employer match about $97,124 at 4% or $64,749 at 6%; with 100% employer match about $72,843 at 4% or $48,562 at 6%. |
| 2019 | 1 | 14 | $1,090,870 | $136,533 | $9,752iApproximate average salary by contribution assumption: employee only about $243,809 at 4% or $162,539 at 6%; with 50% employer match about $162,539 at 4% or $108,360 at 6%; with 100% employer match about $121,904 at 4% or $81,270 at 6%. |
| Iba Profit Sharing Plan and Trust | - | 14 | $1,090,870 | $136,533 | $9,752iApproximate average salary by contribution assumption: employee only about $243,809 at 4% or $162,539 at 6%; with 50% employer match about $162,539 at 4% or $108,360 at 6%; with 100% employer match about $121,904 at 4% or $81,270 at 6%. |
| 2018 | 1 | 13 | $781,852 | $66,060 | $5,082iApproximate average salary by contribution assumption: employee only about $127,038 at 4% or $84,692 at 6%; with 50% employer match about $84,692 at 4% or $56,462 at 6%; with 100% employer match about $63,519 at 4% or $42,346 at 6%. |
| Iba Profit Sharing Plan and Trust | - | 13 | $781,852 | $66,060 | $5,082iApproximate average salary by contribution assumption: employee only about $127,038 at 4% or $84,692 at 6%; with 50% employer match about $84,692 at 4% or $56,462 at 6%; with 100% employer match about $63,519 at 4% or $42,346 at 6%. |
| 2017 | 1 | 13 | $763,610 | $132,567 | $10,197iApproximate average salary by contribution assumption: employee only about $254,937 at 4% or $169,958 at 6%; with 50% employer match about $169,958 at 4% or $113,305 at 6%; with 100% employer match about $127,468 at 4% or $84,979 at 6%. |
| Iba Profit Sharing Plan and Trust | - | 13 | $763,610 | $132,567 | $10,197iApproximate average salary by contribution assumption: employee only about $254,937 at 4% or $169,958 at 6%; with 50% employer match about $169,958 at 4% or $113,305 at 6%; with 100% employer match about $127,468 at 4% or $84,979 at 6%. |
| 2016 | 1 | 19 | $551,660 | $132,420 | $6,969iApproximate average salary by contribution assumption: employee only about $174,237 at 4% or $116,158 at 6%; with 50% employer match about $116,158 at 4% or $77,439 at 6%; with 100% employer match about $87,118 at 4% or $58,079 at 6%. |
| Iba Profit Sharing Plan and Trust | - | 19 | $551,660 | $132,420 | $6,969iApproximate average salary by contribution assumption: employee only about $174,237 at 4% or $116,158 at 6%; with 50% employer match about $116,158 at 4% or $77,439 at 6%; with 100% employer match about $87,118 at 4% or $58,079 at 6%. |
| 2015 | 1 | 12 | $401,365 | $54,928 | $4,577iApproximate average salary by contribution assumption: employee only about $114,433 at 4% or $76,289 at 6%; with 50% employer match about $76,289 at 4% or $50,859 at 6%; with 100% employer match about $57,217 at 4% or $38,144 at 6%. |
| Iba Profit Sharing Plan and Trust | - | 12 | $401,365 | $54,928 | $4,577iApproximate average salary by contribution assumption: employee only about $114,433 at 4% or $76,289 at 6%; with 50% employer match about $76,289 at 4% or $50,859 at 6%; with 100% employer match about $57,217 at 4% or $38,144 at 6%. |
| 2014 | 1 | 14 | $340,026 | $2,062 | $147iApproximate average salary by contribution assumption: employee only about $3,682 at 4% or $2,455 at 6%; with 50% employer match about $2,455 at 4% or $1,637 at 6%; with 100% employer match about $1,841 at 4% or $1,227 at 6%. |
| Iba Profit Sharing Plan and Trust | - | 14 | $340,026 | $2,062 | $147iApproximate average salary by contribution assumption: employee only about $3,682 at 4% or $2,455 at 6%; with 50% employer match about $2,455 at 4% or $1,637 at 6%; with 100% employer match about $1,841 at 4% or $1,227 at 6%. |
| 2013 | 1 | 3 | $327,692 | $0 | - |
| Iba Profit Sharing Plan and Trust | - | 3 | $327,692 | $0 | - |
| 2012 | 1 | 5 | $299,824 | $0 | - |
| Iba Profit Sharing Plan and Trust | - | 5 | $299,824 | - | - |
| 2011 | 1 | 5 | $277,190 | $0 | - |
| Iba Profit Sharing Plan and Trust | - | 5 | $277,190 | - | - |
| 2010 | 1 | 2 | $275,245 | $0 | - |
| Iba Profit Sharing Plan and Trust | - | 2 | $275,245 | - | - |
| 2009 | 1 | 6 | $260,478 | $0 | - |
| Iba Profit Sharing Plan and Trust | - | 6 | $260,478 | - | - |
| 2008 | 1 | 4 | $219,470 | $0 | - |
| Iba Profit Sharing Plan and Trust | - | 4 | $219,470 | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Iba Profit Sharing Plan and Trust | - | 5 | - | - | - |