Civic Intelligence

Index Funds Advisors Inc.

Plan context: Index Funds Advisors Inc. 401(K) Profit Sharing Plan

EIN 33-0849533 • Irvine, CA • 8 filings • 2 plans

19200 Von Karman Ave. Ste. 150Irvine, CA 92612
Current Snapshot

Latest Year

2012

2012 Participants

38

2012 Assets

$2,000,728

2012 Contributions

$548,294

Historical Graphs

Total Assets Over Time

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

$2,000,728$1,000,364$0200420092012YearValue
$2,000,728Latest year 2012

Participants Over Time

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

38190200420092012YearValue
38Latest year 2012

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
2012138$2,000,728$548,294$14,429iApproximate average salary by contribution assumption: employee only about $360,720 at 4% or $240,480 at 6%; with 50% employer match about $240,480 at 4% or $160,320 at 6%; with 100% employer match about $180,360 at 4% or $120,240 at 6%.
Index Funds Advisors Inc. 401(K) Profit Sharing Plan-38$2,000,728$548,294$14,429iApproximate average salary by contribution assumption: employee only about $360,720 at 4% or $240,480 at 6%; with 50% employer match about $240,480 at 4% or $160,320 at 6%; with 100% employer match about $180,360 at 4% or $120,240 at 6%.
2011138$1,329,934$422,495$11,118iApproximate average salary by contribution assumption: employee only about $277,957 at 4% or $185,305 at 6%; with 50% employer match about $185,305 at 4% or $123,537 at 6%; with 100% employer match about $138,979 at 4% or $92,652 at 6%.
Index Funds Advisors Inc. 401(K) Profit Sharing Plan-38$1,329,934$422,495$11,118iApproximate average salary by contribution assumption: employee only about $277,957 at 4% or $185,305 at 6%; with 50% employer match about $185,305 at 4% or $123,537 at 6%; with 100% employer match about $138,979 at 4% or $92,652 at 6%.
2010136$1,089,402$270,945$7,526iApproximate average salary by contribution assumption: employee only about $188,156 at 4% or $125,438 at 6%; with 50% employer match about $125,438 at 4% or $83,625 at 6%; with 100% employer match about $94,078 at 4% or $62,719 at 6%.
Index Funds Advisors Inc. 401(K) Profit Sharing Plan-36$1,089,402$270,945$7,526iApproximate average salary by contribution assumption: employee only about $188,156 at 4% or $125,438 at 6%; with 50% employer match about $125,438 at 4% or $83,625 at 6%; with 100% employer match about $94,078 at 4% or $62,719 at 6%.
2009130$666,381$154,935$5,165iApproximate average salary by contribution assumption: employee only about $129,113 at 4% or $86,075 at 6%; with 50% employer match about $86,075 at 4% or $57,383 at 6%; with 100% employer match about $64,556 at 4% or $43,038 at 6%.
Index Funds Advisors Inc. 401(K) Profit Sharing Plan-30$666,381$154,935$5,165iApproximate average salary by contribution assumption: employee only about $129,113 at 4% or $86,075 at 6%; with 50% employer match about $86,075 at 4% or $57,383 at 6%; with 100% employer match about $64,556 at 4% or $43,038 at 6%.
2007125$496,299$180,618$7,225iApproximate average salary by contribution assumption: employee only about $180,618 at 4% or $120,412 at 6%; with 50% employer match about $120,412 at 4% or $80,275 at 6%; with 100% employer match about $90,309 at 4% or $60,206 at 6%.
Index Funds Advisors Inc. 401(K) Profit Sharing Plan-25$496,299$180,618$7,225iApproximate average salary by contribution assumption: employee only about $180,618 at 4% or $120,412 at 6%; with 50% employer match about $120,412 at 4% or $80,275 at 6%; with 100% employer match about $90,309 at 4% or $60,206 at 6%.
200617$313,241$127,533$18,219iApproximate average salary by contribution assumption: employee only about $455,475 at 4% or $303,650 at 6%; with 50% employer match about $303,650 at 4% or $202,433 at 6%; with 100% employer match about $227,738 at 4% or $151,825 at 6%.
Index Funds Advisors Inc. 401(K) Profit Sharing Plan-7$313,241$127,533$18,219iApproximate average salary by contribution assumption: employee only about $455,475 at 4% or $303,650 at 6%; with 50% employer match about $303,650 at 4% or $202,433 at 6%; with 100% employer match about $227,738 at 4% or $151,825 at 6%.
200514$150,911$89,999$22,500iApproximate average salary by contribution assumption: employee only about $562,494 at 4% or $374,996 at 6%; with 50% employer match about $374,996 at 4% or $249,997 at 6%; with 100% employer match about $281,247 at 4% or $187,498 at 6%.
Index Funds Advisors Inc. 401(K) Profit Sharing Plan-4$150,911$89,999$22,500iApproximate average salary by contribution assumption: employee only about $562,494 at 4% or $374,996 at 6%; with 50% employer match about $374,996 at 4% or $249,997 at 6%; with 100% employer match about $281,247 at 4% or $187,498 at 6%.
200414$51,464$51,251$12,813iApproximate average salary by contribution assumption: employee only about $320,319 at 4% or $213,546 at 6%; with 50% employer match about $213,546 at 4% or $142,364 at 6%; with 100% employer match about $160,159 at 4% or $106,773 at 6%.
Index Funds Advisors Inc. 401(K) Profit Sharing Plan-4$51,464$51,251$12,813iApproximate average salary by contribution assumption: employee only about $320,319 at 4% or $213,546 at 6%; with 50% employer match about $213,546 at 4% or $142,364 at 6%; with 100% employer match about $160,159 at 4% or $106,773 at 6%.
Index Funds Advisors Inc. | EIN 33-0849533 | 2012 Form 5500 Company Profile