Civic Intelligence

Insurance & Financial Services Ltd.

Plan context: Insurance & Financial Services Ltd. Profit Sharing Plan

EIN 30-0139026 • Bedford Hts, OH • 21 filings • 1 plans

5194 Richmond RoadBedford Hts, OH 44146
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,462,223

2024 Contributions

$15,677

Historical Graphs

Total Assets Over Time

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

$1,462,223$731,112$0200320142024YearValue
$1,462,223Latest year 2024

Participants Over Time

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

840200320142024YearValue
8Latest 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
202418$1,462,223$15,677$1,960iApproximate average salary by contribution assumption: employee only about $48,991 at 4% or $32,660 at 6%; with 50% employer match about $32,660 at 4% or $21,774 at 6%; with 100% employer match about $24,495 at 4% or $16,330 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-8$1,462,223$15,677$1,960iApproximate average salary by contribution assumption: employee only about $48,991 at 4% or $32,660 at 6%; with 50% employer match about $32,660 at 4% or $21,774 at 6%; with 100% employer match about $24,495 at 4% or $16,330 at 6%.
202317$1,264,631$42,578$6,083iApproximate average salary by contribution assumption: employee only about $152,064 at 4% or $101,376 at 6%; with 50% employer match about $101,376 at 4% or $67,584 at 6%; with 100% employer match about $76,032 at 4% or $50,688 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-7$1,264,631$42,578$6,083iApproximate average salary by contribution assumption: employee only about $152,064 at 4% or $101,376 at 6%; with 50% employer match about $101,376 at 4% or $67,584 at 6%; with 100% employer match about $76,032 at 4% or $50,688 at 6%.
202216$1,035,868$33,763$5,627iApproximate average salary by contribution assumption: employee only about $140,679 at 4% or $93,786 at 6%; with 50% employer match about $93,786 at 4% or $62,524 at 6%; with 100% employer match about $70,340 at 4% or $46,893 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-6$1,035,868$33,763$5,627iApproximate average salary by contribution assumption: employee only about $140,679 at 4% or $93,786 at 6%; with 50% employer match about $93,786 at 4% or $62,524 at 6%; with 100% employer match about $70,340 at 4% or $46,893 at 6%.
202116$1,196,829$31,982$5,330iApproximate average salary by contribution assumption: employee only about $133,258 at 4% or $88,839 at 6%; with 50% employer match about $88,839 at 4% or $59,226 at 6%; with 100% employer match about $66,629 at 4% or $44,419 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-6$1,196,829$31,982$5,330iApproximate average salary by contribution assumption: employee only about $133,258 at 4% or $88,839 at 6%; with 50% employer match about $88,839 at 4% or $59,226 at 6%; with 100% employer match about $66,629 at 4% or $44,419 at 6%.
202016$1,142,668$30,937$5,156iApproximate average salary by contribution assumption: employee only about $128,904 at 4% or $85,936 at 6%; with 50% employer match about $85,936 at 4% or $57,291 at 6%; with 100% employer match about $64,452 at 4% or $42,968 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-6$1,142,668$30,937$5,156iApproximate average salary by contribution assumption: employee only about $128,904 at 4% or $85,936 at 6%; with 50% employer match about $85,936 at 4% or $57,291 at 6%; with 100% employer match about $64,452 at 4% or $42,968 at 6%.
201916$966,903$32,956$5,493iApproximate average salary by contribution assumption: employee only about $137,317 at 4% or $91,544 at 6%; with 50% employer match about $91,544 at 4% or $61,030 at 6%; with 100% employer match about $68,658 at 4% or $45,772 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-6$966,903$32,956$5,493iApproximate average salary by contribution assumption: employee only about $137,317 at 4% or $91,544 at 6%; with 50% employer match about $91,544 at 4% or $61,030 at 6%; with 100% employer match about $68,658 at 4% or $45,772 at 6%.
201817$846,234$32,960$4,709iApproximate average salary by contribution assumption: employee only about $117,714 at 4% or $78,476 at 6%; with 50% employer match about $78,476 at 4% or $52,317 at 6%; with 100% employer match about $58,857 at 4% or $39,238 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-7$846,234$32,960$4,709iApproximate average salary by contribution assumption: employee only about $117,714 at 4% or $78,476 at 6%; with 50% employer match about $78,476 at 4% or $52,317 at 6%; with 100% employer match about $58,857 at 4% or $39,238 at 6%.
201717$875,487$32,339$4,620iApproximate average salary by contribution assumption: employee only about $115,496 at 4% or $76,998 at 6%; with 50% employer match about $76,998 at 4% or $51,332 at 6%; with 100% employer match about $57,748 at 4% or $38,499 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-7$875,487$32,339$4,620iApproximate average salary by contribution assumption: employee only about $115,496 at 4% or $76,998 at 6%; with 50% employer match about $76,998 at 4% or $51,332 at 6%; with 100% employer match about $57,748 at 4% or $38,499 at 6%.
201617$729,786$31,894$4,556iApproximate average salary by contribution assumption: employee only about $113,907 at 4% or $75,938 at 6%; with 50% employer match about $75,938 at 4% or $50,625 at 6%; with 100% employer match about $56,954 at 4% or $37,969 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-7$729,786$31,894$4,556iApproximate average salary by contribution assumption: employee only about $113,907 at 4% or $75,938 at 6%; with 50% employer match about $75,938 at 4% or $50,625 at 6%; with 100% employer match about $56,954 at 4% or $37,969 at 6%.
201517$659,582$28,970$4,139iApproximate average salary by contribution assumption: employee only about $103,464 at 4% or $68,976 at 6%; with 50% employer match about $68,976 at 4% or $45,984 at 6%; with 100% employer match about $51,732 at 4% or $34,488 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-7$659,582$28,970$4,139iApproximate average salary by contribution assumption: employee only about $103,464 at 4% or $68,976 at 6%; with 50% employer match about $68,976 at 4% or $45,984 at 6%; with 100% employer match about $51,732 at 4% or $34,488 at 6%.
201416$669,670$24,604$4,101iApproximate average salary by contribution assumption: employee only about $102,517 at 4% or $68,344 at 6%; with 50% employer match about $68,344 at 4% or $45,563 at 6%; with 100% employer match about $51,258 at 4% or $34,172 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-6$669,670$24,604$4,101iApproximate average salary by contribution assumption: employee only about $102,517 at 4% or $68,344 at 6%; with 50% employer match about $68,344 at 4% or $45,563 at 6%; with 100% employer match about $51,258 at 4% or $34,172 at 6%.
201316$626,251$22,136$3,689iApproximate average salary by contribution assumption: employee only about $92,233 at 4% or $61,489 at 6%; with 50% employer match about $61,489 at 4% or $40,993 at 6%; with 100% employer match about $46,117 at 4% or $30,744 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-6$626,251$22,136$3,689iApproximate average salary by contribution assumption: employee only about $92,233 at 4% or $61,489 at 6%; with 50% employer match about $61,489 at 4% or $40,993 at 6%; with 100% employer match about $46,117 at 4% or $30,744 at 6%.
201216$485,776$21,810$3,635iApproximate average salary by contribution assumption: employee only about $90,875 at 4% or $60,583 at 6%; with 50% employer match about $60,583 at 4% or $40,389 at 6%; with 100% employer match about $45,438 at 4% or $30,292 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-6$485,776$21,810$3,635iApproximate average salary by contribution assumption: employee only about $90,875 at 4% or $60,583 at 6%; with 50% employer match about $60,583 at 4% or $40,389 at 6%; with 100% employer match about $45,438 at 4% or $30,292 at 6%.
201116$391,917$21,740$3,623iApproximate average salary by contribution assumption: employee only about $90,583 at 4% or $60,389 at 6%; with 50% employer match about $60,389 at 4% or $40,259 at 6%; with 100% employer match about $45,292 at 4% or $30,194 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-6$391,917$21,740$3,623iApproximate average salary by contribution assumption: employee only about $90,583 at 4% or $60,389 at 6%; with 50% employer match about $60,389 at 4% or $40,259 at 6%; with 100% employer match about $45,292 at 4% or $30,194 at 6%.
201016$440,726$231,269$38,545iApproximate average salary by contribution assumption: employee only about $963,621 at 4% or $642,414 at 6%; with 50% employer match about $642,414 at 4% or $428,276 at 6%; with 100% employer match about $481,810 at 4% or $321,207 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-6$440,726$231,269$38,545iApproximate average salary by contribution assumption: employee only about $963,621 at 4% or $642,414 at 6%; with 50% employer match about $642,414 at 4% or $428,276 at 6%; with 100% employer match about $481,810 at 4% or $321,207 at 6%.
200916$164,305$30,679$5,113iApproximate average salary by contribution assumption: employee only about $127,829 at 4% or $85,219 at 6%; with 50% employer match about $85,219 at 4% or $56,813 at 6%; with 100% employer match about $63,915 at 4% or $42,610 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-6$164,305$30,679$5,113iApproximate average salary by contribution assumption: employee only about $127,829 at 4% or $85,219 at 6%; with 50% employer match about $85,219 at 4% or $56,813 at 6%; with 100% employer match about $63,915 at 4% or $42,610 at 6%.
200814$101,566$21,750$5,438iApproximate average salary by contribution assumption: employee only about $135,938 at 4% or $90,625 at 6%; with 50% employer match about $90,625 at 4% or $60,417 at 6%; with 100% employer match about $67,969 at 4% or $45,313 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-4$101,566$21,750$5,438iApproximate average salary by contribution assumption: employee only about $135,938 at 4% or $90,625 at 6%; with 50% employer match about $90,625 at 4% or $60,417 at 6%; with 100% employer match about $67,969 at 4% or $45,313 at 6%.
200714$138,243$21,467$5,367iApproximate average salary by contribution assumption: employee only about $134,169 at 4% or $89,446 at 6%; with 50% employer match about $89,446 at 4% or $59,631 at 6%; with 100% employer match about $67,084 at 4% or $44,723 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-4$138,243$21,467$5,367iApproximate average salary by contribution assumption: employee only about $134,169 at 4% or $89,446 at 6%; with 50% employer match about $89,446 at 4% or $59,631 at 6%; with 100% employer match about $67,084 at 4% or $44,723 at 6%.
200614$105,759$49,051$12,263iApproximate average salary by contribution assumption: employee only about $306,569 at 4% or $204,379 at 6%; with 50% employer match about $204,379 at 4% or $136,253 at 6%; with 100% employer match about $153,284 at 4% or $102,190 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-4$105,759$49,051$12,263iApproximate average salary by contribution assumption: employee only about $306,569 at 4% or $204,379 at 6%; with 50% employer match about $204,379 at 4% or $136,253 at 6%; with 100% employer match about $153,284 at 4% or $102,190 at 6%.
200414$35,676$20,746$5,187iApproximate average salary by contribution assumption: employee only about $129,663 at 4% or $86,442 at 6%; with 50% employer match about $86,442 at 4% or $57,628 at 6%; with 100% employer match about $64,831 at 4% or $43,221 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-4$35,676$20,746$5,187iApproximate average salary by contribution assumption: employee only about $129,663 at 4% or $86,442 at 6%; with 50% employer match about $86,442 at 4% or $57,628 at 6%; with 100% employer match about $64,831 at 4% or $43,221 at 6%.
200314$15,663$15,663$3,916iApproximate average salary by contribution assumption: employee only about $97,894 at 4% or $65,263 at 6%; with 50% employer match about $65,263 at 4% or $43,508 at 6%; with 100% employer match about $48,947 at 4% or $32,631 at 6%.
Insurance & Financial Services Ltd. Profit Sharing Plan-4$15,663$15,663$3,916iApproximate average salary by contribution assumption: employee only about $97,894 at 4% or $65,263 at 6%; with 50% employer match about $65,263 at 4% or $43,508 at 6%; with 100% employer match about $48,947 at 4% or $32,631 at 6%.