Isom Global Strategies
Plan context: Etf Advisor K 401K Plan
EIN 27-3281915 • Gilbert, AZ • 9 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
2
2022 Assets
$71,980
2022 Contributions
$1,526
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 |
|---|---|---|---|---|---|
| 2022 | 2 | 0 | $0 | $0 | - |
| Etf Advisor K 401K Plan | - | 0 | $0 | - | - |
| ISOM EVENTS SPIN OFF | - | 0 | $0 | - | - |
| 2021 | 1 | 2 | $71,980 | $0 | - |
| Etf Advisor K 401K Plan | - | 2 | $71,980 | - | - |
| 2020 | 1 | 2 | $64,495 | $0 | - |
| Etf Advisor K 401K Plan | - | 2 | $64,495 | - | - |
| 2019 | 1 | 2 | $56,854 | $0 | - |
| Etf Advisor K 401K Plan | - | 2 | $56,854 | - | - |
| 2018 | 1 | 2 | $48,885 | $0 | - |
| Etf Advisor K 401K Plan | - | 2 | $48,885 | $0 | - |
| 2017 | 1 | 2 | $51,510 | $1,526 | $763iApproximate average salary by contribution assumption: employee only about $19,075 at 4% or $12,717 at 6%; with 50% employer match about $12,717 at 4% or $8,478 at 6%; with 100% employer match about $9,538 at 4% or $6,358 at 6%. |
| Etf Advisor K 401K Plan | - | 2 | $51,510 | $1,526 | $763iApproximate average salary by contribution assumption: employee only about $19,075 at 4% or $12,717 at 6%; with 50% employer match about $12,717 at 4% or $8,478 at 6%; with 100% employer match about $9,538 at 4% or $6,358 at 6%. |
| 2016 | 1 | 5 | $44,649 | $24,601 | $4,920iApproximate average salary by contribution assumption: employee only about $123,005 at 4% or $82,003 at 6%; with 50% employer match about $82,003 at 4% or $54,669 at 6%; with 100% employer match about $61,503 at 4% or $41,002 at 6%. |
| Etf Advisor K 401K Plan | - | 5 | $44,649 | $24,601 | $4,920iApproximate average salary by contribution assumption: employee only about $123,005 at 4% or $82,003 at 6%; with 50% employer match about $82,003 at 4% or $54,669 at 6%; with 100% employer match about $61,503 at 4% or $41,002 at 6%. |
| 2015 | 1 | 11 | $19,193 | $19,199 | $1,745iApproximate average salary by contribution assumption: employee only about $43,634 at 4% or $29,089 at 6%; with 50% employer match about $29,089 at 4% or $19,393 at 6%; with 100% employer match about $21,817 at 4% or $14,545 at 6%. |
| Etf Advisor K 401K Plan | - | 11 | $19,193 | $19,199 | $1,745iApproximate average salary by contribution assumption: employee only about $43,634 at 4% or $29,089 at 6%; with 50% employer match about $29,089 at 4% or $19,393 at 6%; with 100% employer match about $21,817 at 4% or $14,545 at 6%. |