Investor Financial Solutions
Plan context: Investor Financial Solutions 401K P/S Plan
EIN 33-0973658 • Huntington Beach, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
3
2010 Assets
$136,175
2010 Contributions
$28,064
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Investor Financial Solutions 401K P/S Plan | - | 0 | $0 | $0 | - |
| 2009 | 2 | 3 | $136,175 | $28,064 | $9,355iApproximate average salary by contribution assumption: employee only about $233,867 at 4% or $155,911 at 6%; with 50% employer match about $155,911 at 4% or $103,941 at 6%; with 100% employer match about $116,933 at 4% or $77,956 at 6%. |
| Investor Financial Solutions 401K P/S Plan | - | 3 | $81,343 | $6,024 | $2,008iApproximate average salary by contribution assumption: employee only about $50,200 at 4% or $33,467 at 6%; with 50% employer match about $33,467 at 4% or $22,311 at 6%; with 100% employer match about $25,100 at 4% or $16,733 at 6%. |
| Investor Financial Solutions 401K P/S Plan | - | 3 | $54,832 | $22,040 | $7,347iApproximate average salary by contribution assumption: employee only about $183,667 at 4% or $122,444 at 6%; with 50% employer match about $122,444 at 4% or $81,630 at 6%; with 100% employer match about $91,833 at 4% or $61,222 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Investor Financial Solutions 401K P/S Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $24,924 | $24,619 | $8,206iApproximate average salary by contribution assumption: employee only about $205,158 at 4% or $136,772 at 6%; with 50% employer match about $136,772 at 4% or $91,181 at 6%; with 100% employer match about $102,579 at 4% or $68,386 at 6%. |
| Investor Financial Solutions 401K P/S Plan | - | 3 | $24,924 | $24,619 | $8,206iApproximate average salary by contribution assumption: employee only about $205,158 at 4% or $136,772 at 6%; with 50% employer match about $136,772 at 4% or $91,181 at 6%; with 100% employer match about $102,579 at 4% or $68,386 at 6%. |