Intellisource Financial Services
Plan context: Intellisource Financial Services 401(K) Plan
EIN 27-0094561 • Chantilly, VA • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$2,301,282
2024 Contributions
$176,239
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 | 8 | $2,301,282 | $176,239 | $22,030iApproximate average salary by contribution assumption: employee only about $550,747 at 4% or $367,165 at 6%; with 50% employer match about $367,165 at 4% or $244,776 at 6%; with 100% employer match about $275,373 at 4% or $183,582 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 8 | $2,301,282 | $176,239 | $22,030iApproximate average salary by contribution assumption: employee only about $550,747 at 4% or $367,165 at 6%; with 50% employer match about $367,165 at 4% or $244,776 at 6%; with 100% employer match about $275,373 at 4% or $183,582 at 6%. |
| 2023 | 1 | 9 | $1,850,586 | $166,271 | $18,475iApproximate average salary by contribution assumption: employee only about $461,864 at 4% or $307,909 at 6%; with 50% employer match about $307,909 at 4% or $205,273 at 6%; with 100% employer match about $230,932 at 4% or $153,955 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 9 | $1,850,586 | $166,271 | $18,475iApproximate average salary by contribution assumption: employee only about $461,864 at 4% or $307,909 at 6%; with 50% employer match about $307,909 at 4% or $205,273 at 6%; with 100% employer match about $230,932 at 4% or $153,955 at 6%. |
| 2022 | 1 | 7 | $1,394,250 | $133,578 | $19,083iApproximate average salary by contribution assumption: employee only about $477,064 at 4% or $318,043 at 6%; with 50% employer match about $318,043 at 4% or $212,029 at 6%; with 100% employer match about $238,532 at 4% or $159,021 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 7 | $1,394,250 | $133,578 | $19,083iApproximate average salary by contribution assumption: employee only about $477,064 at 4% or $318,043 at 6%; with 50% employer match about $318,043 at 4% or $212,029 at 6%; with 100% employer match about $238,532 at 4% or $159,021 at 6%. |
| 2021 | 1 | 7 | $1,562,467 | $124,937 | $17,848iApproximate average salary by contribution assumption: employee only about $446,204 at 4% or $297,469 at 6%; with 50% employer match about $297,469 at 4% or $198,313 at 6%; with 100% employer match about $223,102 at 4% or $148,735 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 7 | $1,562,467 | $124,937 | $17,848iApproximate average salary by contribution assumption: employee only about $446,204 at 4% or $297,469 at 6%; with 50% employer match about $297,469 at 4% or $198,313 at 6%; with 100% employer match about $223,102 at 4% or $148,735 at 6%. |
| 2020 | 1 | 7 | $1,254,653 | $110,171 | $15,739iApproximate average salary by contribution assumption: employee only about $393,468 at 4% or $262,312 at 6%; with 50% employer match about $262,312 at 4% or $174,875 at 6%; with 100% employer match about $196,734 at 4% or $131,156 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 7 | $1,254,653 | $110,171 | $15,739iApproximate average salary by contribution assumption: employee only about $393,468 at 4% or $262,312 at 6%; with 50% employer match about $262,312 at 4% or $174,875 at 6%; with 100% employer match about $196,734 at 4% or $131,156 at 6%. |
| 2019 | 1 | 6 | $949,192 | $93,561 | $15,594iApproximate average salary by contribution assumption: employee only about $389,838 at 4% or $259,892 at 6%; with 50% employer match about $259,892 at 4% or $173,261 at 6%; with 100% employer match about $194,919 at 4% or $129,946 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 6 | $949,192 | $93,561 | $15,594iApproximate average salary by contribution assumption: employee only about $389,838 at 4% or $259,892 at 6%; with 50% employer match about $259,892 at 4% or $173,261 at 6%; with 100% employer match about $194,919 at 4% or $129,946 at 6%. |
| 2018 | 1 | 5 | $693,145 | $71,223 | $14,245iApproximate average salary by contribution assumption: employee only about $356,115 at 4% or $237,410 at 6%; with 50% employer match about $237,410 at 4% or $158,273 at 6%; with 100% employer match about $178,058 at 4% or $118,705 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 5 | $693,145 | $71,223 | $14,245iApproximate average salary by contribution assumption: employee only about $356,115 at 4% or $237,410 at 6%; with 50% employer match about $237,410 at 4% or $158,273 at 6%; with 100% employer match about $178,058 at 4% or $118,705 at 6%. |
| 2017 | 1 | 5 | $661,938 | $48,537 | $9,707iApproximate average salary by contribution assumption: employee only about $242,685 at 4% or $161,790 at 6%; with 50% employer match about $161,790 at 4% or $107,860 at 6%; with 100% employer match about $121,343 at 4% or $80,895 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 5 | $661,938 | $48,537 | $9,707iApproximate average salary by contribution assumption: employee only about $242,685 at 4% or $161,790 at 6%; with 50% employer match about $161,790 at 4% or $107,860 at 6%; with 100% employer match about $121,343 at 4% or $80,895 at 6%. |
| 2016 | 1 | 6 | $640,251 | $41,033 | $6,839iApproximate average salary by contribution assumption: employee only about $170,971 at 4% or $113,981 at 6%; with 50% employer match about $113,981 at 4% or $75,987 at 6%; with 100% employer match about $85,485 at 4% or $56,990 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 6 | $640,251 | $41,033 | $6,839iApproximate average salary by contribution assumption: employee only about $170,971 at 4% or $113,981 at 6%; with 50% employer match about $113,981 at 4% or $75,987 at 6%; with 100% employer match about $85,485 at 4% or $56,990 at 6%. |
| 2015 | 1 | 5 | $561,263 | $63,251 | $12,650iApproximate average salary by contribution assumption: employee only about $316,255 at 4% or $210,837 at 6%; with 50% employer match about $210,837 at 4% or $140,558 at 6%; with 100% employer match about $158,128 at 4% or $105,418 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 5 | $561,263 | $63,251 | $12,650iApproximate average salary by contribution assumption: employee only about $316,255 at 4% or $210,837 at 6%; with 50% employer match about $210,837 at 4% or $140,558 at 6%; with 100% employer match about $158,128 at 4% or $105,418 at 6%. |
| 2014 | 1 | 6 | $498,491 | $77,626 | $12,938iApproximate average salary by contribution assumption: employee only about $323,442 at 4% or $215,628 at 6%; with 50% employer match about $215,628 at 4% or $143,752 at 6%; with 100% employer match about $161,721 at 4% or $107,814 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 6 | $498,491 | $77,626 | $12,938iApproximate average salary by contribution assumption: employee only about $323,442 at 4% or $215,628 at 6%; with 50% employer match about $215,628 at 4% or $143,752 at 6%; with 100% employer match about $161,721 at 4% or $107,814 at 6%. |
| 2013 | 1 | 6 | $402,271 | $64,958 | $10,826iApproximate average salary by contribution assumption: employee only about $270,658 at 4% or $180,439 at 6%; with 50% employer match about $180,439 at 4% or $120,293 at 6%; with 100% employer match about $135,329 at 4% or $90,219 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 6 | $402,271 | $64,958 | $10,826iApproximate average salary by contribution assumption: employee only about $270,658 at 4% or $180,439 at 6%; with 50% employer match about $180,439 at 4% or $120,293 at 6%; with 100% employer match about $135,329 at 4% or $90,219 at 6%. |
| 2012 | 1 | 6 | $341,794 | $71,887 | $11,981iApproximate average salary by contribution assumption: employee only about $299,529 at 4% or $199,686 at 6%; with 50% employer match about $199,686 at 4% or $133,124 at 6%; with 100% employer match about $149,765 at 4% or $99,843 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 6 | $341,794 | $71,887 | $11,981iApproximate average salary by contribution assumption: employee only about $299,529 at 4% or $199,686 at 6%; with 50% employer match about $199,686 at 4% or $133,124 at 6%; with 100% employer match about $149,765 at 4% or $99,843 at 6%. |
| 2011 | 1 | 6 | $242,349 | $59,454 | $9,909iApproximate average salary by contribution assumption: employee only about $247,725 at 4% or $165,150 at 6%; with 50% employer match about $165,150 at 4% or $110,100 at 6%; with 100% employer match about $123,863 at 4% or $82,575 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 6 | $242,349 | $59,454 | $9,909iApproximate average salary by contribution assumption: employee only about $247,725 at 4% or $165,150 at 6%; with 50% employer match about $165,150 at 4% or $110,100 at 6%; with 100% employer match about $123,863 at 4% or $82,575 at 6%. |
| 2010 | 1 | 7 | $191,886 | $44,618 | $6,374iApproximate average salary by contribution assumption: employee only about $159,350 at 4% or $106,233 at 6%; with 50% employer match about $106,233 at 4% or $70,822 at 6%; with 100% employer match about $79,675 at 4% or $53,117 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 7 | $191,886 | $44,618 | $6,374iApproximate average salary by contribution assumption: employee only about $159,350 at 4% or $106,233 at 6%; with 50% employer match about $106,233 at 4% or $70,822 at 6%; with 100% employer match about $79,675 at 4% or $53,117 at 6%. |
| 2009 | 1 | 7 | $131,961 | $51,337 | $7,334iApproximate average salary by contribution assumption: employee only about $183,346 at 4% or $122,231 at 6%; with 50% employer match about $122,231 at 4% or $81,487 at 6%; with 100% employer match about $91,673 at 4% or $61,115 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 7 | $131,961 | $51,337 | $7,334iApproximate average salary by contribution assumption: employee only about $183,346 at 4% or $122,231 at 6%; with 50% employer match about $122,231 at 4% or $81,487 at 6%; with 100% employer match about $91,673 at 4% or $61,115 at 6%. |
| 2008 | 1 | 6 | $96,275 | $74,778 | $12,463iApproximate average salary by contribution assumption: employee only about $311,575 at 4% or $207,717 at 6%; with 50% employer match about $207,717 at 4% or $138,478 at 6%; with 100% employer match about $155,788 at 4% or $103,858 at 6%. |
| Intellisource Financial Services 401(K) Plan | - | 6 | $96,275 | $74,778 | $12,463iApproximate average salary by contribution assumption: employee only about $311,575 at 4% or $207,717 at 6%; with 50% employer match about $207,717 at 4% or $138,478 at 6%; with 100% employer match about $155,788 at 4% or $103,858 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Intellisource Financial Services 401(K) Plan | - | 6 | - | - | - |