Civic Intelligence

Integrity Financial Planning I

Plan context: Integrity Financial Planning I 401(K) Profit Sharing Plan & Trust

EIN 27-1960190 • Roanoke, VA • 7 filings • 2 plans

1315 2nd St. S.w., Ste. 102Roanoke, VA 24016
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$325,827

2024 Contributions

$79,123

Historical Graphs

Total Assets Over Time

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

$418,347$209,174$0201820212024YearValue
$325,827Latest year 2024

Participants Over Time

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

1260201820212024YearValue
9Latest 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
202419$325,827$79,123$8,791iApproximate average salary by contribution assumption: employee only about $219,786 at 4% or $146,524 at 6%; with 50% employer match about $146,524 at 4% or $97,683 at 6%; with 100% employer match about $109,893 at 4% or $73,262 at 6%.
Integrity Financial Planning I 401(K) Profit Sharing Plan & Trust-9$325,827$79,123$8,791iApproximate average salary by contribution assumption: employee only about $219,786 at 4% or $146,524 at 6%; with 50% employer match about $146,524 at 4% or $97,683 at 6%; with 100% employer match about $109,893 at 4% or $73,262 at 6%.
2023111$418,347$92,499$8,409iApproximate average salary by contribution assumption: employee only about $210,225 at 4% or $140,150 at 6%; with 50% employer match about $140,150 at 4% or $93,433 at 6%; with 100% employer match about $105,113 at 4% or $70,075 at 6%.
Integrity Financial Planning I 401(K) Profit Sharing Plan & Trust-11$418,347$92,499$8,409iApproximate average salary by contribution assumption: employee only about $210,225 at 4% or $140,150 at 6%; with 50% employer match about $140,150 at 4% or $93,433 at 6%; with 100% employer match about $105,113 at 4% or $70,075 at 6%.
2022112$281,560$81,620$6,802iApproximate average salary by contribution assumption: employee only about $170,042 at 4% or $113,361 at 6%; with 50% employer match about $113,361 at 4% or $75,574 at 6%; with 100% employer match about $85,021 at 4% or $56,681 at 6%.
Integrity Financial Planning I 401(K) Profit Sharing Plan & Trust-12$281,560$81,620$6,802iApproximate average salary by contribution assumption: employee only about $170,042 at 4% or $113,361 at 6%; with 50% employer match about $113,361 at 4% or $75,574 at 6%; with 100% employer match about $85,021 at 4% or $56,681 at 6%.
2021112$236,113$72,035$6,003iApproximate average salary by contribution assumption: employee only about $150,073 at 4% or $100,049 at 6%; with 50% employer match about $100,049 at 4% or $66,699 at 6%; with 100% employer match about $75,036 at 4% or $50,024 at 6%.
Integrity Financial Planning I 401(K) Profit Sharing Plan & Trust-12$236,113$72,035$6,003iApproximate average salary by contribution assumption: employee only about $150,073 at 4% or $100,049 at 6%; with 50% employer match about $100,049 at 4% or $66,699 at 6%; with 100% employer match about $75,036 at 4% or $50,024 at 6%.
202019$159,135$58,907$6,545iApproximate average salary by contribution assumption: employee only about $163,631 at 4% or $109,087 at 6%; with 50% employer match about $109,087 at 4% or $72,725 at 6%; with 100% employer match about $81,815 at 4% or $54,544 at 6%.
Integrity Financial Planning I 401(K) Profit Sharing Plan & Trust-9$159,135$58,907$6,545iApproximate average salary by contribution assumption: employee only about $163,631 at 4% or $109,087 at 6%; with 50% employer match about $109,087 at 4% or $72,725 at 6%; with 100% employer match about $81,815 at 4% or $54,544 at 6%.
201916$81,465$47,859$7,977iApproximate average salary by contribution assumption: employee only about $199,413 at 4% or $132,942 at 6%; with 50% employer match about $132,942 at 4% or $88,628 at 6%; with 100% employer match about $99,706 at 4% or $66,471 at 6%.
Integrity Financial Planning I 401(K) Profit Sharing Plan & Trust-6$81,465$47,859$7,977iApproximate average salary by contribution assumption: employee only about $199,413 at 4% or $132,942 at 6%; with 50% employer match about $132,942 at 4% or $88,628 at 6%; with 100% employer match about $99,706 at 4% or $66,471 at 6%.
201814$29,667$34,788$8,697iApproximate average salary by contribution assumption: employee only about $217,425 at 4% or $144,950 at 6%; with 50% employer match about $144,950 at 4% or $96,633 at 6%; with 100% employer match about $108,713 at 4% or $72,475 at 6%.
Integrity Financial Planning I 401(K) Profit Sharing Plan & Trust-4$29,667$34,788$8,697iApproximate average salary by contribution assumption: employee only about $217,425 at 4% or $144,950 at 6%; with 50% employer match about $144,950 at 4% or $96,633 at 6%; with 100% employer match about $108,713 at 4% or $72,475 at 6%.