Iso Investments
Plan context: Iso Investments Profit Sharing Plan
EIN 36-2911847 • Highland Park, IL • 14 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
1
2013 Assets
$5,933,202
2013 Contributions
$1,147,053
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| Iso Investments Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2012 | 1 | 1 | $5,933,202 | $0 | - |
| Iso Investments Profit Sharing Plan | - | 1 | $5,933,202 | $0 | - |
| 2011 | 1 | 1 | $6,295,751 | $0 | - |
| Iso Investments Profit Sharing Plan | - | 1 | $6,295,751 | - | - |
| 2010 | 1 | 1 | $7,967,974 | $0 | - |
| Iso Investments Profit Sharing Plan | - | 1 | $7,967,974 | - | - |
| 2009 | 1 | 0 | $6,181,483 | $0 | - |
| Iso Investments Profit Sharing Plan | - | 0 | $6,181,483 | - | - |
| 2008 | 1 | 1 | $5,061,372 | $0 | - |
| Iso Investments Profit Sharing Plan | - | 1 | $5,061,372 | - | - |
| 2007 | 1 | 1 | $8,085,500 | $0 | - |
| Iso Investments Profit Sharing Plan | - | 1 | $8,085,500 | - | - |
| 2006 | 1 | 1 | $6,700,362 | $1,147,053 | $1,147,053iApproximate average salary by contribution assumption: employee only about $28,676,325 at 4% or $19,117,550 at 6%; with 50% employer match about $19,117,550 at 4% or $12,745,033 at 6%; with 100% employer match about $14,338,163 at 4% or $9,558,775 at 6%. |
| Iso Investments Profit Sharing Plan | - | 1 | $6,700,362 | $1,147,053 | $1,147,053iApproximate average salary by contribution assumption: employee only about $28,676,325 at 4% or $19,117,550 at 6%; with 50% employer match about $19,117,550 at 4% or $12,745,033 at 6%; with 100% employer match about $14,338,163 at 4% or $9,558,775 at 6%. |
| 2005 | 1 | 1 | $4,465,462 | $0 | - |
| Iso Investments Profit Sharing Plan | - | 1 | $4,465,462 | - | - |
| 2004 | 1 | 1 | $4,220,812 | $0 | - |
| Iso Investments Profit Sharing Plan | - | 1 | $4,220,812 | - | - |
| 2003 | 1 | 1 | $8,837,098 | $0 | - |
| Iso Investments Profit Sharing Plan | - | 1 | $8,837,098 | - | - |
| 2002 | 1 | 1 | $5,612,086 | $2,412,445 | $2,412,445iApproximate average salary by contribution assumption: employee only about $60,311,125 at 4% or $40,207,417 at 6%; with 50% employer match about $40,207,417 at 4% or $26,804,944 at 6%; with 100% employer match about $30,155,563 at 4% or $20,103,708 at 6%. |
| Iso Investments Profit Sharing Plan | - | 1 | $5,612,086 | $2,412,445 | $2,412,445iApproximate average salary by contribution assumption: employee only about $60,311,125 at 4% or $40,207,417 at 6%; with 50% employer match about $40,207,417 at 4% or $26,804,944 at 6%; with 100% employer match about $30,155,563 at 4% or $20,103,708 at 6%. |
| 2001 | 1 | 1 | $3,063,339 | $549,843 | $549,843iApproximate average salary by contribution assumption: employee only about $13,746,075 at 4% or $9,164,050 at 6%; with 50% employer match about $9,164,050 at 4% or $6,109,367 at 6%; with 100% employer match about $6,873,038 at 4% or $4,582,025 at 6%. |
| Iso Investments Profit Sharing Plan | - | 1 | $3,063,339 | $549,843 | $549,843iApproximate average salary by contribution assumption: employee only about $13,746,075 at 4% or $9,164,050 at 6%; with 50% employer match about $9,164,050 at 4% or $6,109,367 at 6%; with 100% employer match about $6,873,038 at 4% or $4,582,025 at 6%. |
| 2000 | 1 | 1 | $2,734,026 | $3,380,113 | $3,380,113iApproximate average salary by contribution assumption: employee only about $84,502,825 at 4% or $56,335,217 at 6%; with 50% employer match about $56,335,217 at 4% or $37,556,811 at 6%; with 100% employer match about $42,251,413 at 4% or $28,167,608 at 6%. |
| Iso Investments Profit Sharing Plan | - | 1 | $2,734,026 | $3,380,113 | $3,380,113iApproximate average salary by contribution assumption: employee only about $84,502,825 at 4% or $56,335,217 at 6%; with 50% employer match about $56,335,217 at 4% or $37,556,811 at 6%; with 100% employer match about $42,251,413 at 4% or $28,167,608 at 6%. |