Civic Intelligence

Iei Financial Services LLC

Plan context: Iei Financial Services LLC 401K Plan

EIN 35-2036964 • Richardson, TX • 5 filings • 2 plans

250 E Arapaho RoadSuite 100Richardson, TX 75081
Current Snapshot

Latest Year

2009

2009 Participants

78

2009 Assets

$550,037

2009 Contributions

$26,479

Historical Graphs

Total Assets Over Time

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

$904,721$452,361$0200420072008YearValue
$550,037Latest year 2008

Participants Over Time

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

78390200420072008YearValue
78Latest year 2008

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
200910$0$26,479-
Iei Financial Services LLC 401K Plan-0-$26,479-
2008178$550,037$96,906$1,242iApproximate average salary by contribution assumption: employee only about $31,060 at 4% or $20,706 at 6%; with 50% employer match about $20,706 at 4% or $13,804 at 6%; with 100% employer match about $15,530 at 4% or $10,353 at 6%.
Iei Financial Services LLC 401K Plan-78$550,037$96,906$1,242iApproximate average salary by contribution assumption: employee only about $31,060 at 4% or $20,706 at 6%; with 50% employer match about $20,706 at 4% or $13,804 at 6%; with 100% employer match about $15,530 at 4% or $10,353 at 6%.
2007161$773,514$71,427$1,171iApproximate average salary by contribution assumption: employee only about $29,273 at 4% or $19,516 at 6%; with 50% employer match about $19,516 at 4% or $13,010 at 6%; with 100% employer match about $14,637 at 4% or $9,758 at 6%.
Iei Financial Services LLC 401K Plan-61$773,514$71,427$1,171iApproximate average salary by contribution assumption: employee only about $29,273 at 4% or $19,516 at 6%; with 50% employer match about $19,516 at 4% or $13,010 at 6%; with 100% employer match about $14,637 at 4% or $9,758 at 6%.
2006136$679,364$78,222$2,173iApproximate average salary by contribution assumption: employee only about $54,321 at 4% or $36,214 at 6%; with 50% employer match about $36,214 at 4% or $24,143 at 6%; with 100% employer match about $27,160 at 4% or $18,107 at 6%.
Iei Financial Services LLC 401K Plan-36$679,364$78,222$2,173iApproximate average salary by contribution assumption: employee only about $54,321 at 4% or $36,214 at 6%; with 50% employer match about $36,214 at 4% or $24,143 at 6%; with 100% employer match about $27,160 at 4% or $18,107 at 6%.
2004120$904,721$76,683$3,834iApproximate average salary by contribution assumption: employee only about $95,854 at 4% or $63,903 at 6%; with 50% employer match about $63,903 at 4% or $42,602 at 6%; with 100% employer match about $47,927 at 4% or $31,951 at 6%.
Iei Financial Services LLC 401K Plan-20$904,721$76,683$3,834iApproximate average salary by contribution assumption: employee only about $95,854 at 4% or $63,903 at 6%; with 50% employer match about $63,903 at 4% or $42,602 at 6%; with 100% employer match about $47,927 at 4% or $31,951 at 6%.