Civic Intelligence

Ivystone Group LLC

Plan context: IVYSTONE GROUP 401(K) PLAN

EIN 27-1347054 • Exton, PA • 24 filings • 2 plans

301 Commerce DriveExton, PA 19341
Current Snapshot

Latest Year

2024

2024 Participants

57

2024 Assets

$6,751,808

2024 Contributions

$1,306,916

Historical Graphs

Total Assets Over Time

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

$7,113,581$3,556,791$0201020172024YearValue
$6,751,808Latest year 2024

Participants Over Time

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

101510201020172024YearValue
57Latest year 2024

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
2024257$6,751,808$1,306,916$22,928iApproximate average salary by contribution assumption: employee only about $573,209 at 4% or $382,139 at 6%; with 50% employer match about $382,139 at 4% or $254,759 at 6%; with 100% employer match about $286,604 at 4% or $191,070 at 6%.
IVYSTONE GROUP 401(K) PLAN-57$6,657,631$540,772$9,487iApproximate average salary by contribution assumption: employee only about $237,181 at 4% or $158,120 at 6%; with 50% employer match about $158,120 at 4% or $105,414 at 6%; with 100% employer match about $118,590 at 4% or $79,060 at 6%.
Ivystone Group LLC Group Benefit Plan-48$94,177$766,144$15,961iApproximate average salary by contribution assumption: employee only about $399,033 at 4% or $266,022 at 6%; with 50% employer match about $266,022 at 4% or $177,348 at 6%; with 100% employer match about $199,517 at 4% or $133,011 at 6%.
2023262$7,113,581$1,479,017$23,855iApproximate average salary by contribution assumption: employee only about $596,378 at 4% or $397,585 at 6%; with 50% employer match about $397,585 at 4% or $265,057 at 6%; with 100% employer match about $298,189 at 4% or $198,793 at 6%.
IVYSTONE GROUP 401(K) PLAN-62$7,003,812$592,567$9,558iApproximate average salary by contribution assumption: employee only about $238,938 at 4% or $159,292 at 6%; with 50% employer match about $159,292 at 4% or $106,195 at 6%; with 100% employer match about $119,469 at 4% or $79,646 at 6%.
Ivystone Group LLC Group Benefit Plan-59$109,769$886,450$15,025iApproximate average salary by contribution assumption: employee only about $375,614 at 4% or $250,410 at 6%; with 50% employer match about $250,410 at 4% or $166,940 at 6%; with 100% employer match about $187,807 at 4% or $125,205 at 6%.
2022278$5,692,588$1,361,958$17,461iApproximate average salary by contribution assumption: employee only about $436,525 at 4% or $291,017 at 6%; with 50% employer match about $291,017 at 4% or $194,011 at 6%; with 100% employer match about $218,263 at 4% or $145,508 at 6%.
IVYSTONE GROUP 401(K) PLAN-78$5,642,766$565,612$7,251iApproximate average salary by contribution assumption: employee only about $181,286 at 4% or $120,857 at 6%; with 50% employer match about $120,857 at 4% or $80,572 at 6%; with 100% employer match about $90,643 at 4% or $60,429 at 6%.
Ivystone Group LLC Group Benefit Plan-70$49,822$796,346$11,376iApproximate average salary by contribution assumption: employee only about $284,409 at 4% or $189,606 at 6%; with 50% employer match about $189,606 at 4% or $126,404 at 6%; with 100% employer match about $142,205 at 4% or $94,803 at 6%.
2021263$6,369,910$1,451,868$23,046iApproximate average salary by contribution assumption: employee only about $576,138 at 4% or $384,092 at 6%; with 50% employer match about $384,092 at 4% or $256,061 at 6%; with 100% employer match about $288,069 at 4% or $192,046 at 6%.
IVYSTONE GROUP 401(K) PLAN-50$6,330,074$766,275$15,326iApproximate average salary by contribution assumption: employee only about $383,138 at 4% or $255,425 at 6%; with 50% employer match about $255,425 at 4% or $170,283 at 6%; with 100% employer match about $191,569 at 4% or $127,713 at 6%.
Ivystone Group LLC Group Benefit Plan-63$39,836$685,593$10,882iApproximate average salary by contribution assumption: employee only about $272,061 at 4% or $181,374 at 6%; with 50% employer match about $181,374 at 4% or $120,916 at 6%; with 100% employer match about $136,030 at 4% or $90,687 at 6%.
2020251$5,163,440$1,067,246$20,926iApproximate average salary by contribution assumption: employee only about $523,160 at 4% or $348,773 at 6%; with 50% employer match about $348,773 at 4% or $232,515 at 6%; with 100% employer match about $261,580 at 4% or $174,387 at 6%.
IVYSTONE GROUP 401(K) PLAN-51$5,039,537$413,680$8,111iApproximate average salary by contribution assumption: employee only about $202,784 at 4% or $135,190 at 6%; with 50% employer match about $135,190 at 4% or $90,126 at 6%; with 100% employer match about $101,392 at 4% or $67,595 at 6%.
Ivystone Group LLC Group Benefit Plan-46$123,903$653,566$14,208iApproximate average salary by contribution assumption: employee only about $355,199 at 4% or $236,799 at 6%; with 50% employer match about $236,799 at 4% or $157,866 at 6%; with 100% employer match about $177,599 at 4% or $118,400 at 6%.
2019265$4,731,962$1,132,719$17,426iApproximate average salary by contribution assumption: employee only about $435,661 at 4% or $290,441 at 6%; with 50% employer match about $290,441 at 4% or $193,627 at 6%; with 100% employer match about $217,831 at 4% or $145,220 at 6%.
IVYSTONE GROUP 401(K) PLAN-53$4,628,837$478,041$9,020iApproximate average salary by contribution assumption: employee only about $225,491 at 4% or $150,327 at 6%; with 50% employer match about $150,327 at 4% or $100,218 at 6%; with 100% employer match about $112,746 at 4% or $75,164 at 6%.
Ivystone Group LLC Group Benefit Plan-65$103,125$654,678$10,072iApproximate average salary by contribution assumption: employee only about $251,799 at 4% or $167,866 at 6%; with 50% employer match about $167,866 at 4% or $111,911 at 6%; with 100% employer match about $125,900 at 4% or $83,933 at 6%.
2018263$3,907,514$1,048,645$16,645iApproximate average salary by contribution assumption: employee only about $416,129 at 4% or $277,419 at 6%; with 50% employer match about $277,419 at 4% or $184,946 at 6%; with 100% employer match about $208,064 at 4% or $138,710 at 6%.
IVYSTONE GROUP 401(K) PLAN-51$3,902,483$405,753$7,956iApproximate average salary by contribution assumption: employee only about $198,899 at 4% or $132,599 at 6%; with 50% employer match about $132,599 at 4% or $88,399 at 6%; with 100% employer match about $99,449 at 4% or $66,300 at 6%.
Ivystone Group LLC Group Benefit Plan-63$5,031$642,892$10,205iApproximate average salary by contribution assumption: employee only about $255,116 at 4% or $170,077 at 6%; with 50% employer match about $170,077 at 4% or $113,385 at 6%; with 100% employer match about $127,558 at 4% or $85,039 at 6%.
2017271$3,744,087$422,424$5,950iApproximate average salary by contribution assumption: employee only about $148,741 at 4% or $99,161 at 6%; with 50% employer match about $99,161 at 4% or $66,107 at 6%; with 100% employer match about $74,370 at 4% or $49,580 at 6%.
IVYSTONE GROUP 401(K) PLAN-50$3,734,231$373,334$7,467iApproximate average salary by contribution assumption: employee only about $186,667 at 4% or $124,445 at 6%; with 50% employer match about $124,445 at 4% or $82,963 at 6%; with 100% employer match about $93,334 at 4% or $62,222 at 6%.
Ivystone Group LLC Group Benefit Plan-71$9,856$49,090$691iApproximate average salary by contribution assumption: employee only about $17,285 at 4% or $11,523 at 6%; with 50% employer match about $11,523 at 4% or $7,682 at 6%; with 100% employer match about $8,643 at 4% or $5,762 at 6%.
2016271$3,966,057$1,039,711$14,644iApproximate average salary by contribution assumption: employee only about $366,095 at 4% or $244,064 at 6%; with 50% employer match about $244,064 at 4% or $162,709 at 6%; with 100% employer match about $183,048 at 4% or $122,032 at 6%.
IVYSTONE GROUP 401(K) PLAN-55$3,919,770$354,383$6,443iApproximate average salary by contribution assumption: employee only about $161,083 at 4% or $107,389 at 6%; with 50% employer match about $107,389 at 4% or $71,593 at 6%; with 100% employer match about $80,542 at 4% or $53,694 at 6%.
Ivystone Group LLC Group Benefit Plan-71$46,287$685,328$9,653iApproximate average salary by contribution assumption: employee only about $241,313 at 4% or $160,875 at 6%; with 50% employer match about $160,875 at 4% or $107,250 at 6%; with 100% employer match about $120,656 at 4% or $80,438 at 6%.
2015150$3,372,176$305,440$6,109iApproximate average salary by contribution assumption: employee only about $152,720 at 4% or $101,813 at 6%; with 50% employer match about $101,813 at 4% or $67,876 at 6%; with 100% employer match about $76,360 at 4% or $50,907 at 6%.
IVYSTONE GROUP 401(K) PLAN-50$3,372,176$305,440$6,109iApproximate average salary by contribution assumption: employee only about $152,720 at 4% or $101,813 at 6%; with 50% employer match about $101,813 at 4% or $67,876 at 6%; with 100% employer match about $76,360 at 4% or $50,907 at 6%.
2014149$3,257,572$280,552$5,726iApproximate average salary by contribution assumption: employee only about $143,139 at 4% or $95,426 at 6%; with 50% employer match about $95,426 at 4% or $63,617 at 6%; with 100% employer match about $71,569 at 4% or $47,713 at 6%.
IVYSTONE GROUP 401(K) PLAN-49$3,257,572$280,552$5,726iApproximate average salary by contribution assumption: employee only about $143,139 at 4% or $95,426 at 6%; with 50% employer match about $95,426 at 4% or $63,617 at 6%; with 100% employer match about $71,569 at 4% or $47,713 at 6%.
2013182$2,960,668$253,712$3,094iApproximate average salary by contribution assumption: employee only about $77,351 at 4% or $51,567 at 6%; with 50% employer match about $51,567 at 4% or $34,378 at 6%; with 100% employer match about $38,676 at 4% or $25,784 at 6%.
IVYSTONE GROUP 401(K) PLAN-82$2,960,668$253,712$3,094iApproximate average salary by contribution assumption: employee only about $77,351 at 4% or $51,567 at 6%; with 50% employer match about $51,567 at 4% or $34,378 at 6%; with 100% employer match about $38,676 at 4% or $25,784 at 6%.
2012192$2,507,721$269,673$2,931iApproximate average salary by contribution assumption: employee only about $73,281 at 4% or $48,854 at 6%; with 50% employer match about $48,854 at 4% or $32,569 at 6%; with 100% employer match about $36,640 at 4% or $24,427 at 6%.
IVYSTONE GROUP 401(K) PLAN-92$2,507,721$269,673$2,931iApproximate average salary by contribution assumption: employee only about $73,281 at 4% or $48,854 at 6%; with 50% employer match about $48,854 at 4% or $32,569 at 6%; with 100% employer match about $36,640 at 4% or $24,427 at 6%.
2011194$2,155,696$314,910$3,350iApproximate average salary by contribution assumption: employee only about $83,753 at 4% or $55,835 at 6%; with 50% employer match about $55,835 at 4% or $37,223 at 6%; with 100% employer match about $41,876 at 4% or $27,918 at 6%.
IVYSTONE GROUP 401(K) PLAN-94$2,155,696$314,910$3,350iApproximate average salary by contribution assumption: employee only about $83,753 at 4% or $55,835 at 6%; with 50% employer match about $55,835 at 4% or $37,223 at 6%; with 100% employer match about $41,876 at 4% or $27,918 at 6%.
20101101$1,972,490$597,317$5,914iApproximate average salary by contribution assumption: employee only about $147,851 at 4% or $98,567 at 6%; with 50% employer match about $98,567 at 4% or $65,711 at 6%; with 100% employer match about $73,925 at 4% or $49,284 at 6%.
IVYSTONE GROUP 401(K) PLAN-101$1,972,490$597,317$5,914iApproximate average salary by contribution assumption: employee only about $147,851 at 4% or $98,567 at 6%; with 50% employer match about $98,567 at 4% or $65,711 at 6%; with 100% employer match about $73,925 at 4% or $49,284 at 6%.
Ivystone Group LLC | EIN 27-1347054 | 2024 Form 5500 Company Profile