Institutional Brokerage Services Co
Plan context: Fund Evaluation Profit Sharing Plan
EIN 31-1229778 • 6 filings • 4 plans
Current Snapshot
Latest Year
2001
2001 Participants
68
2001 Assets
$2,843,049
2001 Contributions
$1,166,876
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 68 | $2,843,049 | $1,166,876 | $17,160iApproximate average salary by contribution assumption: employee only about $428,999 at 4% or $285,999 at 6%; with 50% employer match about $285,999 at 4% or $190,666 at 6%; with 100% employer match about $214,499 at 4% or $143,000 at 6%. |
| Fund Evaluation Profit Sharing Plan | - | 68 | $2,843,049 | $1,018,783 | $14,982iApproximate average salary by contribution assumption: employee only about $374,553 at 4% or $249,702 at 6%; with 50% employer match about $249,702 at 4% or $166,468 at 6%; with 100% employer match about $187,276 at 4% or $124,851 at 6%. |
| Fund Evaluation Group Pension Plan | - | 0 | - | $148,093 | - |
| 2000 | 2 | 59 | $2,884,164 | $528,092 | $8,951iApproximate average salary by contribution assumption: employee only about $223,768 at 4% or $149,179 at 6%; with 50% employer match about $149,179 at 4% or $99,452 at 6%; with 100% employer match about $111,884 at 4% or $74,589 at 6%. |
| Fund Evaluation Profit Sharing Plan | - | 59 | $2,465,701 | $378,739 | $6,419iApproximate average salary by contribution assumption: employee only about $160,483 at 4% or $106,988 at 6%; with 50% employer match about $106,988 at 4% or $71,326 at 6%; with 100% employer match about $80,241 at 4% or $53,494 at 6%. |
| Fund Evaluation Group Pension Plan | - | 59 | $418,463 | $149,353 | $2,531iApproximate average salary by contribution assumption: employee only about $63,285 at 4% or $42,190 at 6%; with 50% employer match about $42,190 at 4% or $28,127 at 6%; with 100% employer match about $31,643 at 4% or $21,095 at 6%. |
| 1999 | 2 | 35 | $2,583,542 | $322,758 | $9,222iApproximate average salary by contribution assumption: employee only about $230,541 at 4% or $153,694 at 6%; with 50% employer match about $153,694 at 4% or $102,463 at 6%; with 100% employer match about $115,271 at 4% or $76,847 at 6%. |
| Fund Evaluation Profit Sharing Plan | - | 35 | $2,283,322 | $255,369 | $7,296iApproximate average salary by contribution assumption: employee only about $182,406 at 4% or $121,604 at 6%; with 50% employer match about $121,604 at 4% or $81,070 at 6%; with 100% employer match about $91,203 at 4% or $60,802 at 6%. |
| Fund Evaluation Group Pension Plan | - | 35 | $300,220 | $67,389 | $1,925iApproximate average salary by contribution assumption: employee only about $48,135 at 4% or $32,090 at 6%; with 50% employer match about $32,090 at 4% or $21,393 at 6%; with 100% employer match about $24,068 at 4% or $16,045 at 6%. |