Civic Intelligence

Iadvise Partners LLC

Plan context: Iadvise Partners LLC 401 K Profit Sharing Plan Trust

EIN 27-0308013 • New York, NY • 13 filings • 2 plans

747 3rd Ave FL 34BNew York, NY 10017-2820
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,358,910

2025 Contributions

$118,760

Historical Graphs

Total Assets Over Time

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

$1,358,910$679,455$0201320192025YearValue
$1,358,910Latest year 2025

Participants Over Time

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

210201320192025YearValue
2Latest year 2025

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
202512$1,358,910$118,760$59,380iApproximate average salary by contribution assumption: employee only about $1,484,500 at 4% or $989,667 at 6%; with 50% employer match about $989,667 at 4% or $659,778 at 6%; with 100% employer match about $742,250 at 4% or $494,833 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$1,358,910$118,760$59,380iApproximate average salary by contribution assumption: employee only about $1,484,500 at 4% or $989,667 at 6%; with 50% employer match about $989,667 at 4% or $659,778 at 6%; with 100% employer match about $742,250 at 4% or $494,833 at 6%.
202412$1,101,418$110,840$55,420iApproximate average salary by contribution assumption: employee only about $1,385,500 at 4% or $923,667 at 6%; with 50% employer match about $923,667 at 4% or $615,778 at 6%; with 100% employer match about $692,750 at 4% or $461,833 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$1,101,418$110,840$55,420iApproximate average salary by contribution assumption: employee only about $1,385,500 at 4% or $923,667 at 6%; with 50% employer match about $923,667 at 4% or $615,778 at 6%; with 100% employer match about $692,750 at 4% or $461,833 at 6%.
202312$886,899$113,175$56,588iApproximate average salary by contribution assumption: employee only about $1,414,688 at 4% or $943,125 at 6%; with 50% employer match about $943,125 at 4% or $628,750 at 6%; with 100% employer match about $707,344 at 4% or $471,563 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$886,899$113,175$56,588iApproximate average salary by contribution assumption: employee only about $1,414,688 at 4% or $943,125 at 6%; with 50% employer match about $943,125 at 4% or $628,750 at 6%; with 100% employer match about $707,344 at 4% or $471,563 at 6%.
202212$667,614$126,337$63,169iApproximate average salary by contribution assumption: employee only about $1,579,213 at 4% or $1,052,808 at 6%; with 50% employer match about $1,052,808 at 4% or $701,872 at 6%; with 100% employer match about $789,606 at 4% or $526,404 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$667,614$126,337$63,169iApproximate average salary by contribution assumption: employee only about $1,579,213 at 4% or $1,052,808 at 6%; with 50% employer match about $1,052,808 at 4% or $701,872 at 6%; with 100% employer match about $789,606 at 4% or $526,404 at 6%.
202112$629,057$115,738$57,869iApproximate average salary by contribution assumption: employee only about $1,446,725 at 4% or $964,483 at 6%; with 50% employer match about $964,483 at 4% or $642,989 at 6%; with 100% employer match about $723,363 at 4% or $482,242 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$629,057$115,738$57,869iApproximate average salary by contribution assumption: employee only about $1,446,725 at 4% or $964,483 at 6%; with 50% employer match about $964,483 at 4% or $642,989 at 6%; with 100% employer match about $723,363 at 4% or $482,242 at 6%.
202012$440,984$53,510$26,755iApproximate average salary by contribution assumption: employee only about $668,875 at 4% or $445,917 at 6%; with 50% employer match about $445,917 at 4% or $297,278 at 6%; with 100% employer match about $334,438 at 4% or $222,958 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$440,984$53,510$26,755iApproximate average salary by contribution assumption: employee only about $668,875 at 4% or $445,917 at 6%; with 50% employer match about $445,917 at 4% or $297,278 at 6%; with 100% employer match about $334,438 at 4% or $222,958 at 6%.
201912$331,319$40,500$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$331,319$40,500$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
201812$228,282$40,500$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$228,282$40,500$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
201712$216,173$40,500$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$216,173$40,500$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
201612$136,049$40,500$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$136,049$40,500$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
201512$87,487$40,500$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$87,487$40,500$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
201412$48,141$38,250$19,125iApproximate average salary by contribution assumption: employee only about $478,125 at 4% or $318,750 at 6%; with 50% employer match about $318,750 at 4% or $212,500 at 6%; with 100% employer match about $239,063 at 4% or $159,375 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$48,141$38,250$19,125iApproximate average salary by contribution assumption: employee only about $478,125 at 4% or $318,750 at 6%; with 50% employer match about $318,750 at 4% or $212,500 at 6%; with 100% employer match about $239,063 at 4% or $159,375 at 6%.
201312$8,297$7,875$3,938iApproximate average salary by contribution assumption: employee only about $98,438 at 4% or $65,625 at 6%; with 50% employer match about $65,625 at 4% or $43,750 at 6%; with 100% employer match about $49,219 at 4% or $32,813 at 6%.
Iadvise Partners LLC 401 K Profit Sharing Plan Trust-2$8,297$7,875$3,938iApproximate average salary by contribution assumption: employee only about $98,438 at 4% or $65,625 at 6%; with 50% employer match about $65,625 at 4% or $43,750 at 6%; with 100% employer match about $49,219 at 4% or $32,813 at 6%.