Institutional Portfolio Services Ltd
Plan context: Institutional Portfolio Services Profit Sharing Plan 003
EIN 36-2991293 • 7 filings • 3 plans
Current Snapshot
Latest Year
2004
2004 Participants
3
2004 Assets
$2,865,140
2004 Contributions
$33,227
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 |
|---|---|---|---|---|---|
| 2004 | 2 | 0 | $0 | $0 | - |
| Institutional Portfolio Services Profit Sharing Plan 003 | - | 0 | - | - | - |
| Institutional Portfolio Services Profit Sharing Plan 003 | - | 0 | - | - | - |
| 2003 | 1 | 3 | $2,865,140 | $0 | - |
| Institutional Portfolio Services Profit Sharing Plan 003 | - | 3 | $2,865,140 | - | - |
| 2002 | 1 | 3 | $2,276,425 | $0 | - |
| Institutional Portfolio Services Profit Sharing Plan 003 | - | 3 | $2,276,425 | - | - |
| 2001 | 1 | 3 | $3,256,639 | $33,227 | $11,076iApproximate average salary by contribution assumption: employee only about $276,892 at 4% or $184,594 at 6%; with 50% employer match about $184,594 at 4% or $123,063 at 6%; with 100% employer match about $138,446 at 4% or $92,297 at 6%. |
| Institutional Portfolio Services Profit Sharing Plan 003 | - | 3 | $3,256,639 | $33,227 | $11,076iApproximate average salary by contribution assumption: employee only about $276,892 at 4% or $184,594 at 6%; with 50% employer match about $184,594 at 4% or $123,063 at 6%; with 100% employer match about $138,446 at 4% or $92,297 at 6%. |
| 2000 | 1 | 3 | $4,789,381 | $43,500 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| Institutional Portfolio Services Profit Sharing Plan 003 | - | 3 | $4,789,381 | $43,500 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| 1999 | 1 | 3 | $5,347,745 | $42,323 | $14,108iApproximate average salary by contribution assumption: employee only about $352,692 at 4% or $235,128 at 6%; with 50% employer match about $235,128 at 4% or $156,752 at 6%; with 100% employer match about $176,346 at 4% or $117,564 at 6%. |
| Institutional Portfolio Services Profit Sharing Plan 003 | - | 3 | $5,347,745 | $42,323 | $14,108iApproximate average salary by contribution assumption: employee only about $352,692 at 4% or $235,128 at 6%; with 50% employer match about $235,128 at 4% or $156,752 at 6%; with 100% employer match about $176,346 at 4% or $117,564 at 6%. |