Independent Options Inc.
Plan context: Independent Options Inc. Profit Sharing 401K Plan
EIN 33-0048519 • Corona, CA • 54 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
152
2024 Assets
$7,161,136
2024 Contributions
$615,373
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 152 | $0 | $0 | - |
| Independent Options Inc. Group Health Plan | - | 152 | - | - | - |
| 2023 | 2 | 343 | $7,161,136 | $615,373 | $1,794iApproximate average salary by contribution assumption: employee only about $44,852 at 4% or $29,902 at 6%; with 50% employer match about $29,902 at 4% or $19,934 at 6%; with 100% employer match about $22,426 at 4% or $14,951 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 343 | $7,161,136 | $615,373 | $1,794iApproximate average salary by contribution assumption: employee only about $44,852 at 4% or $29,902 at 6%; with 50% employer match about $29,902 at 4% or $19,934 at 6%; with 100% employer match about $22,426 at 4% or $14,951 at 6%. |
| Independent Options Inc. Group Health Plan | - | 149 | - | - | - |
| 2022 | 2 | 333 | $5,907,352 | $706,990 | $2,123iApproximate average salary by contribution assumption: employee only about $53,077 at 4% or $35,385 at 6%; with 50% employer match about $35,385 at 4% or $23,590 at 6%; with 100% employer match about $26,539 at 4% or $17,692 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 333 | $5,907,352 | $706,990 | $2,123iApproximate average salary by contribution assumption: employee only about $53,077 at 4% or $35,385 at 6%; with 50% employer match about $35,385 at 4% or $23,590 at 6%; with 100% employer match about $26,539 at 4% or $17,692 at 6%. |
| Independent Options Inc. Group Health Plan | - | 316 | - | - | - |
| 2021 | 2 | 326 | $4,822,923 | $449,054 | $1,377iApproximate average salary by contribution assumption: employee only about $34,437 at 4% or $22,958 at 6%; with 50% employer match about $22,958 at 4% or $15,305 at 6%; with 100% employer match about $17,218 at 4% or $11,479 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 326 | $4,822,923 | $449,054 | $1,377iApproximate average salary by contribution assumption: employee only about $34,437 at 4% or $22,958 at 6%; with 50% employer match about $22,958 at 4% or $15,305 at 6%; with 100% employer match about $17,218 at 4% or $11,479 at 6%. |
| Independent Options Inc. Group Health Plan | - | 207 | - | - | - |
| 2020 | 2 | 346 | $5,740,062 | $401,827 | $1,161iApproximate average salary by contribution assumption: employee only about $29,034 at 4% or $19,356 at 6%; with 50% employer match about $19,356 at 4% or $12,904 at 6%; with 100% employer match about $14,517 at 4% or $9,678 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 346 | $5,740,062 | $401,827 | $1,161iApproximate average salary by contribution assumption: employee only about $29,034 at 4% or $19,356 at 6%; with 50% employer match about $19,356 at 4% or $12,904 at 6%; with 100% employer match about $14,517 at 4% or $9,678 at 6%. |
| Independent Options Inc. Group Health Plan | - | 273 | - | - | - |
| 2019 | 2 | 355 | $4,465,337 | $359,315 | $1,012iApproximate average salary by contribution assumption: employee only about $25,304 at 4% or $16,869 at 6%; with 50% employer match about $16,869 at 4% or $11,246 at 6%; with 100% employer match about $12,652 at 4% or $8,435 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 355 | $4,465,337 | $359,315 | $1,012iApproximate average salary by contribution assumption: employee only about $25,304 at 4% or $16,869 at 6%; with 50% employer match about $16,869 at 4% or $11,246 at 6%; with 100% employer match about $12,652 at 4% or $8,435 at 6%. |
| Independent Options Inc. Group Health Plan | - | 222 | - | - | - |
| 2018 | 2 | 359 | $3,921,941 | $332,337 | $926iApproximate average salary by contribution assumption: employee only about $23,143 at 4% or $15,429 at 6%; with 50% employer match about $15,429 at 4% or $10,286 at 6%; with 100% employer match about $11,572 at 4% or $7,714 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 359 | $3,921,941 | $332,337 | $926iApproximate average salary by contribution assumption: employee only about $23,143 at 4% or $15,429 at 6%; with 50% employer match about $15,429 at 4% or $10,286 at 6%; with 100% employer match about $11,572 at 4% or $7,714 at 6%. |
| Independent Options Inc. Group Health Plan | - | 128 | - | - | - |
| 2017 | 2 | 336 | $3,780,857 | $290,600 | $865iApproximate average salary by contribution assumption: employee only about $21,622 at 4% or $14,415 at 6%; with 50% employer match about $14,415 at 4% or $9,610 at 6%; with 100% employer match about $10,811 at 4% or $7,207 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 336 | $3,780,857 | $290,600 | $865iApproximate average salary by contribution assumption: employee only about $21,622 at 4% or $14,415 at 6%; with 50% employer match about $14,415 at 4% or $9,610 at 6%; with 100% employer match about $10,811 at 4% or $7,207 at 6%. |
| Independent Options Inc. Group Health Plan | - | 221 | - | - | - |
| 2016 | 2 | 345 | $3,313,508 | $268,402 | $778iApproximate average salary by contribution assumption: employee only about $19,449 at 4% or $12,966 at 6%; with 50% employer match about $12,966 at 4% or $8,644 at 6%; with 100% employer match about $9,725 at 4% or $6,483 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 345 | $3,313,508 | $268,402 | $778iApproximate average salary by contribution assumption: employee only about $19,449 at 4% or $12,966 at 6%; with 50% employer match about $12,966 at 4% or $8,644 at 6%; with 100% employer match about $9,725 at 4% or $6,483 at 6%. |
| Independent Options Inc. Group Health Plan | - | 128 | - | - | - |
| 2015 | 2 | 330 | $2,733,037 | $237,389 | $719iApproximate average salary by contribution assumption: employee only about $17,984 at 4% or $11,989 at 6%; with 50% employer match about $11,989 at 4% or $7,993 at 6%; with 100% employer match about $8,992 at 4% or $5,995 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 330 | $2,733,037 | $237,389 | $719iApproximate average salary by contribution assumption: employee only about $17,984 at 4% or $11,989 at 6%; with 50% employer match about $11,989 at 4% or $7,993 at 6%; with 100% employer match about $8,992 at 4% or $5,995 at 6%. |
| Independent Options Inc. Group Health Plan | - | 261 | - | - | - |
| 2014 | 2 | 338 | $2,879,539 | $181,759 | $538iApproximate average salary by contribution assumption: employee only about $13,444 at 4% or $8,962 at 6%; with 50% employer match about $8,962 at 4% or $5,975 at 6%; with 100% employer match about $6,722 at 4% or $4,481 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 338 | $2,879,539 | $181,759 | $538iApproximate average salary by contribution assumption: employee only about $13,444 at 4% or $8,962 at 6%; with 50% employer match about $8,962 at 4% or $5,975 at 6%; with 100% employer match about $6,722 at 4% or $4,481 at 6%. |
| Independent Options Inc. Group Health Plan | - | 305 | - | - | - |
| 2013 | 2 | 336 | $2,895,134 | $83,464 | $248iApproximate average salary by contribution assumption: employee only about $6,210 at 4% or $4,140 at 6%; with 50% employer match about $4,140 at 4% or $2,760 at 6%; with 100% employer match about $3,105 at 4% or $2,070 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 336 | $2,895,134 | $83,464 | $248iApproximate average salary by contribution assumption: employee only about $6,210 at 4% or $4,140 at 6%; with 50% employer match about $4,140 at 4% or $2,760 at 6%; with 100% employer match about $3,105 at 4% or $2,070 at 6%. |
| Independent Options Inc. Group Health Plan | - | 300 | - | - | - |
| 2012 | 2 | 353 | $2,488,285 | $87,251 | $247iApproximate average salary by contribution assumption: employee only about $6,179 at 4% or $4,119 at 6%; with 50% employer match about $4,119 at 4% or $2,746 at 6%; with 100% employer match about $3,090 at 4% or $2,060 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 353 | $2,488,285 | $87,251 | $247iApproximate average salary by contribution assumption: employee only about $6,179 at 4% or $4,119 at 6%; with 50% employer match about $4,119 at 4% or $2,746 at 6%; with 100% employer match about $3,090 at 4% or $2,060 at 6%. |
| Independent Options Inc. Group Health Plan | - | 286 | - | - | - |
| 2011 | 2 | 350 | $2,366,978 | $114,266 | $326iApproximate average salary by contribution assumption: employee only about $8,162 at 4% or $5,441 at 6%; with 50% employer match about $5,441 at 4% or $3,627 at 6%; with 100% employer match about $4,081 at 4% or $2,721 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 350 | $2,366,978 | $114,266 | $326iApproximate average salary by contribution assumption: employee only about $8,162 at 4% or $5,441 at 6%; with 50% employer match about $5,441 at 4% or $3,627 at 6%; with 100% employer match about $4,081 at 4% or $2,721 at 6%. |
| Independent Options Inc. Group Health Plan | - | 295 | - | - | - |
| 2010 | 2 | 347 | $2,496,946 | $109,771 | $316iApproximate average salary by contribution assumption: employee only about $7,909 at 4% or $5,272 at 6%; with 50% employer match about $5,272 at 4% or $3,515 at 6%; with 100% employer match about $3,954 at 4% or $2,636 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 347 | $2,496,946 | $109,771 | $316iApproximate average salary by contribution assumption: employee only about $7,909 at 4% or $5,272 at 6%; with 50% employer match about $5,272 at 4% or $3,515 at 6%; with 100% employer match about $3,954 at 4% or $2,636 at 6%. |
| Independent Options Inc. Group Health Plan | - | 316 | - | - | - |
| 2009 | 2 | 347 | $2,160,712 | $117,105 | $337iApproximate average salary by contribution assumption: employee only about $8,437 at 4% or $5,625 at 6%; with 50% employer match about $5,625 at 4% or $3,750 at 6%; with 100% employer match about $4,218 at 4% or $2,812 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 347 | $2,160,712 | $117,105 | $337iApproximate average salary by contribution assumption: employee only about $8,437 at 4% or $5,625 at 6%; with 50% employer match about $5,625 at 4% or $3,750 at 6%; with 100% employer match about $4,218 at 4% or $2,812 at 6%. |
| Independent Options Inc. Group Health Plan | - | 232 | - | - | - |
| 2008 | 2 | 329 | $1,970,014 | $240,780 | $732iApproximate average salary by contribution assumption: employee only about $18,296 at 4% or $12,198 at 6%; with 50% employer match about $12,198 at 4% or $8,132 at 6%; with 100% employer match about $9,148 at 4% or $6,099 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 329 | $1,970,014 | $240,780 | $732iApproximate average salary by contribution assumption: employee only about $18,296 at 4% or $12,198 at 6%; with 50% employer match about $12,198 at 4% or $8,132 at 6%; with 100% employer match about $9,148 at 4% or $6,099 at 6%. |
| Independent Options Inc. Group Health Plan | - | 221 | - | - | - |
| 2007 | 2 | 294 | $0 | $0 | - |
| Independent Options Inc. Group Health Plan | - | 220 | - | - | - |
| Independent Options Inc. Profit Sharing 401K Plan | - | 294 | - | - | - |
| 2006 | 2 | 268 | $2,492,870 | $246,131 | $918iApproximate average salary by contribution assumption: employee only about $22,960 at 4% or $15,307 at 6%; with 50% employer match about $15,307 at 4% or $10,204 at 6%; with 100% employer match about $11,480 at 4% or $7,653 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 268 | $2,492,870 | $246,131 | $918iApproximate average salary by contribution assumption: employee only about $22,960 at 4% or $15,307 at 6%; with 50% employer match about $15,307 at 4% or $10,204 at 6%; with 100% employer match about $11,480 at 4% or $7,653 at 6%. |
| Independent Options Inc. Group Health Plan | - | 223 | - | - | - |
| 2005 | 2 | 303 | $2,034,684 | $230,634 | $761iApproximate average salary by contribution assumption: employee only about $19,029 at 4% or $12,686 at 6%; with 50% employer match about $12,686 at 4% or $8,457 at 6%; with 100% employer match about $9,515 at 4% or $6,343 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 303 | $2,034,684 | $230,634 | $761iApproximate average salary by contribution assumption: employee only about $19,029 at 4% or $12,686 at 6%; with 50% employer match about $12,686 at 4% or $8,457 at 6%; with 100% employer match about $9,515 at 4% or $6,343 at 6%. |
| Independent Options Inc. Group Health Plan | - | 246 | - | - | - |
| 2004 | 2 | 254 | $1,771,531 | $194,738 | $767iApproximate average salary by contribution assumption: employee only about $19,167 at 4% or $12,778 at 6%; with 50% employer match about $12,778 at 4% or $8,519 at 6%; with 100% employer match about $9,584 at 4% or $6,389 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 254 | $1,771,531 | $194,738 | $767iApproximate average salary by contribution assumption: employee only about $19,167 at 4% or $12,778 at 6%; with 50% employer match about $12,778 at 4% or $8,519 at 6%; with 100% employer match about $9,584 at 4% or $6,389 at 6%. |
| Independent Options Inc. Group Health Plan | - | 213 | - | - | - |
| 2003 | 1 | 255 | $1,627,769 | $141,027 | $553iApproximate average salary by contribution assumption: employee only about $13,826 at 4% or $9,217 at 6%; with 50% employer match about $9,217 at 4% or $6,145 at 6%; with 100% employer match about $6,913 at 4% or $4,609 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 255 | $1,627,769 | $141,027 | $553iApproximate average salary by contribution assumption: employee only about $13,826 at 4% or $9,217 at 6%; with 50% employer match about $9,217 at 4% or $6,145 at 6%; with 100% employer match about $6,913 at 4% or $4,609 at 6%. |
| 2002 | 2 | 232 | $0 | $0 | - |
| Independent Options Inc. Profit Sharing 401K Plan | - | 195 | - | - | - |
| Independent Options Inc. Group Health Plan | - | 232 | - | - | - |
| 2001 | 2 | 200 | $1,353,222 | $198,115 | $991iApproximate average salary by contribution assumption: employee only about $24,764 at 4% or $16,510 at 6%; with 50% employer match about $16,510 at 4% or $11,006 at 6%; with 100% employer match about $12,382 at 4% or $8,255 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 167 | $1,353,222 | $198,115 | $1,186iApproximate average salary by contribution assumption: employee only about $29,658 at 4% or $19,772 at 6%; with 50% employer match about $19,772 at 4% or $13,181 at 6%; with 100% employer match about $14,829 at 4% or $9,886 at 6%. |
| Independent Options Inc. Group Health Plan | - | 200 | - | - | - |
| 2000 | 4 | 165 | $1,361,858 | $224,902 | $1,363iApproximate average salary by contribution assumption: employee only about $34,076 at 4% or $22,717 at 6%; with 50% employer match about $22,717 at 4% or $15,145 at 6%; with 100% employer match about $17,038 at 4% or $11,359 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 141 | $1,361,858 | $224,902 | $1,595iApproximate average salary by contribution assumption: employee only about $39,876 at 4% or $26,584 at 6%; with 50% employer match about $26,584 at 4% or $17,723 at 6%; with 100% employer match about $19,938 at 4% or $13,292 at 6%. |
| Independent Options Inc. Group Dental Plan | - | 0 | - | - | - |
| Independent Options Inc. Group Health Plan | - | 165 | - | - | - |
| Independent Options Inc. Group Vision Plan | - | 0 | - | - | - |
| 1999 | 4 | 153 | $1,430,084 | $184,493 | $1,206iApproximate average salary by contribution assumption: employee only about $30,146 at 4% or $20,097 at 6%; with 50% employer match about $20,097 at 4% or $13,398 at 6%; with 100% employer match about $15,073 at 4% or $10,049 at 6%. |
| Independent Options Inc. Profit Sharing 401K Plan | - | 153 | $1,430,084 | $184,493 | $1,206iApproximate average salary by contribution assumption: employee only about $30,146 at 4% or $20,097 at 6%; with 50% employer match about $20,097 at 4% or $13,398 at 6%; with 100% employer match about $15,073 at 4% or $10,049 at 6%. |
| Independent Options Inc. Group Dental Plan | - | 153 | - | - | - |
| Independent Options Inc. Group Vision Plan | - | 144 | - | - | - |
| Independent Options Inc. Group Health Plan | - | 144 | - | - | - |