Civic Intelligence

Integra Financial Services LLC

Plan context: Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust

EIN 27-5276229 • Logan, UT • 16 filings • 4 plans

632 North MainLogan, UT 84321
Current Snapshot

Latest Year

2024

2024 Participants

104

2024 Assets

$5,757,429

2024 Contributions

$619,265

Historical Graphs

Total Assets Over Time

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

$5,757,429$2,878,715$0201620202024YearValue
$5,757,429Latest year 2024

Participants Over Time

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

122610201620202024YearValue
104Latest 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
20242104$5,757,429$619,265$5,954iApproximate average salary by contribution assumption: employee only about $148,862 at 4% or $99,241 at 6%; with 50% employer match about $99,241 at 4% or $66,161 at 6%; with 100% employer match about $74,431 at 4% or $49,621 at 6%.
Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust-104$5,757,429$619,265$5,954iApproximate average salary by contribution assumption: employee only about $148,862 at 4% or $99,241 at 6%; with 50% employer match about $99,241 at 4% or $66,161 at 6%; with 100% employer match about $74,431 at 4% or $49,621 at 6%.
Integra Financial Services Welfare Benefit Plan-86---
20232102$4,531,387$615,514$6,034iApproximate average salary by contribution assumption: employee only about $150,861 at 4% or $100,574 at 6%; with 50% employer match about $100,574 at 4% or $67,049 at 6%; with 100% employer match about $75,431 at 4% or $50,287 at 6%.
Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust-102$4,531,387$615,514$6,034iApproximate average salary by contribution assumption: employee only about $150,861 at 4% or $100,574 at 6%; with 50% employer match about $100,574 at 4% or $67,049 at 6%; with 100% employer match about $75,431 at 4% or $50,287 at 6%.
Integra Financial Services Welfare Benefit Plan-92---
20222122$3,380,026$594,324$4,872iApproximate average salary by contribution assumption: employee only about $121,788 at 4% or $81,192 at 6%; with 50% employer match about $81,192 at 4% or $54,128 at 6%; with 100% employer match about $60,894 at 4% or $40,596 at 6%.
Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust-122$3,380,026$594,324$4,872iApproximate average salary by contribution assumption: employee only about $121,788 at 4% or $81,192 at 6%; with 50% employer match about $81,192 at 4% or $54,128 at 6%; with 100% employer match about $60,894 at 4% or $40,596 at 6%.
Integra Financial Services Welfare Benefit Plan-98---
20212105$3,620,786$577,965$5,504iApproximate average salary by contribution assumption: employee only about $137,611 at 4% or $91,740 at 6%; with 50% employer match about $91,740 at 4% or $61,160 at 6%; with 100% employer match about $68,805 at 4% or $45,870 at 6%.
Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust-105$3,620,786$577,965$5,504iApproximate average salary by contribution assumption: employee only about $137,611 at 4% or $91,740 at 6%; with 50% employer match about $91,740 at 4% or $61,160 at 6%; with 100% employer match about $68,805 at 4% or $45,870 at 6%.
Integra Financial Services Welfare Benefit Plan-81---
20202118$2,792,538$683,045$5,789iApproximate average salary by contribution assumption: employee only about $144,713 at 4% or $96,475 at 6%; with 50% employer match about $96,475 at 4% or $64,317 at 6%; with 100% employer match about $72,356 at 4% or $48,238 at 6%.
Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust-118$2,792,538$683,045$5,789iApproximate average salary by contribution assumption: employee only about $144,713 at 4% or $96,475 at 6%; with 50% employer match about $96,475 at 4% or $64,317 at 6%; with 100% employer match about $72,356 at 4% or $48,238 at 6%.
Integra Financial Services Welfare Benefit Plan-92---
20192114$1,815,079$554,892$4,867iApproximate average salary by contribution assumption: employee only about $121,687 at 4% or $81,125 at 6%; with 50% employer match about $81,125 at 4% or $54,083 at 6%; with 100% employer match about $60,843 at 4% or $40,562 at 6%.
Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust-114$1,815,079$554,892$4,867iApproximate average salary by contribution assumption: employee only about $121,687 at 4% or $81,125 at 6%; with 50% employer match about $81,125 at 4% or $54,083 at 6%; with 100% employer match about $60,843 at 4% or $40,562 at 6%.
Integra Financial Services Welfare Benefit Plan-69---
20182103$1,051,548$477,052$4,632iApproximate average salary by contribution assumption: employee only about $115,789 at 4% or $77,193 at 6%; with 50% employer match about $77,193 at 4% or $51,462 at 6%; with 100% employer match about $57,895 at 4% or $38,596 at 6%.
Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust-103$1,051,548$477,052$4,632iApproximate average salary by contribution assumption: employee only about $115,789 at 4% or $77,193 at 6%; with 50% employer match about $77,193 at 4% or $51,462 at 6%; with 100% employer match about $57,895 at 4% or $38,596 at 6%.
Integra Financial Services Welfare Benefit Plan-101---
2017197$659,897$300,242$3,095iApproximate average salary by contribution assumption: employee only about $77,382 at 4% or $51,588 at 6%; with 50% employer match about $51,588 at 4% or $34,392 at 6%; with 100% employer match about $38,691 at 4% or $25,794 at 6%.
Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust-97$659,897$300,242$3,095iApproximate average salary by contribution assumption: employee only about $77,382 at 4% or $51,588 at 6%; with 50% employer match about $51,588 at 4% or $34,392 at 6%; with 100% employer match about $38,691 at 4% or $25,794 at 6%.
2016159$297,402$282,830$4,794iApproximate average salary by contribution assumption: employee only about $119,843 at 4% or $79,895 at 6%; with 50% employer match about $79,895 at 4% or $53,264 at 6%; with 100% employer match about $59,922 at 4% or $39,948 at 6%.
Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust-59$297,402$282,830$4,794iApproximate average salary by contribution assumption: employee only about $119,843 at 4% or $79,895 at 6%; with 50% employer match about $79,895 at 4% or $53,264 at 6%; with 100% employer match about $59,922 at 4% or $39,948 at 6%.