Civic Intelligence

Independence Advisors LLC

Plan context: Independence Advisors LLC 401(K) Profit Sharing Plan

EIN 27-2262116 • Wayne, PA • 13 filings • 4 plans

620 Lee RoadSuite 100Wayne, PA 19087
Current Snapshot

Latest Year

2020

2020 Participants

12

2020 Assets

$2,952,542

2020 Contributions

$2,916

Historical Graphs

Total Assets Over Time

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

$2,952,542$1,476,271$0201020152019YearValue
$2,952,542Latest year 2019

Participants Over Time

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

1260201020152019YearValue
12Latest year 2019

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
202010$0$2,916-
Independence Advisors LLC 401(K) Profit Sharing Plan-0$0$2,916-
2019112$2,952,542$172,883$14,407iApproximate average salary by contribution assumption: employee only about $360,173 at 4% or $240,115 at 6%; with 50% employer match about $240,115 at 4% or $160,077 at 6%; with 100% employer match about $180,086 at 4% or $120,058 at 6%.
Independence Advisors LLC 401(K) Profit Sharing Plan-12$2,952,542$172,883$14,407iApproximate average salary by contribution assumption: employee only about $360,173 at 4% or $240,115 at 6%; with 50% employer match about $240,115 at 4% or $160,077 at 6%; with 100% employer match about $180,086 at 4% or $120,058 at 6%.
2018111$2,308,146$182,389$16,581iApproximate average salary by contribution assumption: employee only about $414,520 at 4% or $276,347 at 6%; with 50% employer match about $276,347 at 4% or $184,231 at 6%; with 100% employer match about $207,260 at 4% or $138,173 at 6%.
Independence Advisors LLC 401(K) Profit Sharing Plan-11$2,308,146$182,389$16,581iApproximate average salary by contribution assumption: employee only about $414,520 at 4% or $276,347 at 6%; with 50% employer match about $276,347 at 4% or $184,231 at 6%; with 100% employer match about $207,260 at 4% or $138,173 at 6%.
2017110$2,357,343$159,616$15,962iApproximate average salary by contribution assumption: employee only about $399,040 at 4% or $266,027 at 6%; with 50% employer match about $266,027 at 4% or $177,351 at 6%; with 100% employer match about $199,520 at 4% or $133,013 at 6%.
Independence Advisors LLC 401(K) Profit Sharing Plan-10$2,357,343$159,616$15,962iApproximate average salary by contribution assumption: employee only about $399,040 at 4% or $266,027 at 6%; with 50% employer match about $266,027 at 4% or $177,351 at 6%; with 100% employer match about $199,520 at 4% or $133,013 at 6%.
201619$1,855,127$225,785$25,087iApproximate average salary by contribution assumption: employee only about $627,181 at 4% or $418,120 at 6%; with 50% employer match about $418,120 at 4% or $278,747 at 6%; with 100% employer match about $313,590 at 4% or $209,060 at 6%.
Independence Advisors LLC 401(K) Profit Sharing Plan-9$1,855,127$225,785$25,087iApproximate average salary by contribution assumption: employee only about $627,181 at 4% or $418,120 at 6%; with 50% employer match about $418,120 at 4% or $278,747 at 6%; with 100% employer match about $313,590 at 4% or $209,060 at 6%.
2015110$1,883,696$219,659$21,966iApproximate average salary by contribution assumption: employee only about $549,148 at 4% or $366,098 at 6%; with 50% employer match about $366,098 at 4% or $244,066 at 6%; with 100% employer match about $274,574 at 4% or $183,049 at 6%.
Independence Advisors LLC 401(K) Profit Sharing Plan-10$1,883,696$219,659$21,966iApproximate average salary by contribution assumption: employee only about $549,148 at 4% or $366,098 at 6%; with 50% employer match about $366,098 at 4% or $244,066 at 6%; with 100% employer match about $274,574 at 4% or $183,049 at 6%.
201419$1,823,418$150,134$16,682iApproximate average salary by contribution assumption: employee only about $417,039 at 4% or $278,026 at 6%; with 50% employer match about $278,026 at 4% or $185,351 at 6%; with 100% employer match about $208,519 at 4% or $139,013 at 6%.
Independence Advisors LLC 401(K) Profit Sharing Plan-9$1,823,418$150,134$16,682iApproximate average salary by contribution assumption: employee only about $417,039 at 4% or $278,026 at 6%; with 50% employer match about $278,026 at 4% or $185,351 at 6%; with 100% employer match about $208,519 at 4% or $139,013 at 6%.
2013110$1,617,827$165,981$16,598iApproximate average salary by contribution assumption: employee only about $414,952 at 4% or $276,635 at 6%; with 50% employer match about $276,635 at 4% or $184,423 at 6%; with 100% employer match about $207,476 at 4% or $138,318 at 6%.
Independence Advisors LLC 401(K) Profit Sharing Plan-10$1,617,827$165,981$16,598iApproximate average salary by contribution assumption: employee only about $414,952 at 4% or $276,635 at 6%; with 50% employer match about $276,635 at 4% or $184,423 at 6%; with 100% employer match about $207,476 at 4% or $138,318 at 6%.
201218$1,229,414$141,770$17,721iApproximate average salary by contribution assumption: employee only about $443,031 at 4% or $295,354 at 6%; with 50% employer match about $295,354 at 4% or $196,903 at 6%; with 100% employer match about $221,516 at 4% or $147,677 at 6%.
Independence Advisors LLC 401(K) Profit Sharing Plan-8$1,229,414$141,770$17,721iApproximate average salary by contribution assumption: employee only about $443,031 at 4% or $295,354 at 6%; with 50% employer match about $295,354 at 4% or $196,903 at 6%; with 100% employer match about $221,516 at 4% or $147,677 at 6%.
201138$933,395$242,791$30,349iApproximate average salary by contribution assumption: employee only about $758,722 at 4% or $505,815 at 6%; with 50% employer match about $505,815 at 4% or $337,210 at 6%; with 100% employer match about $379,361 at 4% or $252,907 at 6%.
Independence Advisors LLC 401(K) Profit Sharing Plan-8$933,395$20,625$2,578iApproximate average salary by contribution assumption: employee only about $64,453 at 4% or $42,969 at 6%; with 50% employer match about $42,969 at 4% or $28,646 at 6%; with 100% employer match about $32,227 at 4% or $21,484 at 6%.
INDEPENDENCE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-0$0$111,083-
INDEPENDENCE ADVISORS, LLC 401(K) PROFIT SHARING & SAVINGS PLAN-0$0$111,083-
201018$866,656$137,586$17,198iApproximate average salary by contribution assumption: employee only about $429,956 at 4% or $286,638 at 6%; with 50% employer match about $286,638 at 4% or $191,092 at 6%; with 100% employer match about $214,978 at 4% or $143,319 at 6%.
INDEPENDENCE ADVISORS, LLC 401(K) PROFIT SHARING & SAVINGS PLAN-8$866,656$137,586$17,198iApproximate average salary by contribution assumption: employee only about $429,956 at 4% or $286,638 at 6%; with 50% employer match about $286,638 at 4% or $191,092 at 6%; with 100% employer match about $214,978 at 4% or $143,319 at 6%.