Integrated Financial Management Inc
Plan context: Integrated Financial Management Inc Profit Sharing Plan & Trust
EIN 36-3651280 • 14 filings • 5 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$20,593
2008 Contributions
$41,813
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 1 | $20,593 | $41,813 | $41,813iApproximate average salary by contribution assumption: employee only about $1,045,325 at 4% or $696,883 at 6%; with 50% employer match about $696,883 at 4% or $464,589 at 6%; with 100% employer match about $522,663 at 4% or $348,442 at 6%. |
| Integrated Financial Management Inc Profit Sharing Plan & Trust | - | 1 | $20,593 | $41,813 | $41,813iApproximate average salary by contribution assumption: employee only about $1,045,325 at 4% or $696,883 at 6%; with 50% employer match about $696,883 at 4% or $464,589 at 6%; with 100% employer match about $522,663 at 4% or $348,442 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Integrated Financial Management Inc Profit Sharing Plan & Trust | - | 5 | - | - | - |
| 2006 | 1 | 5 | $654,801 | $81,215 | $16,243iApproximate average salary by contribution assumption: employee only about $406,075 at 4% or $270,717 at 6%; with 50% employer match about $270,717 at 4% or $180,478 at 6%; with 100% employer match about $203,038 at 4% or $135,358 at 6%. |
| Integrated Financial Management Inc Profit Sharing Plan & Trust | - | 5 | $654,801 | $81,215 | $16,243iApproximate average salary by contribution assumption: employee only about $406,075 at 4% or $270,717 at 6%; with 50% employer match about $270,717 at 4% or $180,478 at 6%; with 100% employer match about $203,038 at 4% or $135,358 at 6%. |
| 2005 | 1 | 4 | $502,520 | $73,798 | $18,450iApproximate average salary by contribution assumption: employee only about $461,238 at 4% or $307,492 at 6%; with 50% employer match about $307,492 at 4% or $204,994 at 6%; with 100% employer match about $230,619 at 4% or $153,746 at 6%. |
| Integrated Financial Management Inc Profit Sharing Plan & Trust | - | 4 | $502,520 | $73,798 | $18,450iApproximate average salary by contribution assumption: employee only about $461,238 at 4% or $307,492 at 6%; with 50% employer match about $307,492 at 4% or $204,994 at 6%; with 100% employer match about $230,619 at 4% or $153,746 at 6%. |
| 2004 | 1 | 4 | $431,750 | $66,937 | $16,734iApproximate average salary by contribution assumption: employee only about $418,356 at 4% or $278,904 at 6%; with 50% employer match about $278,904 at 4% or $185,936 at 6%; with 100% employer match about $209,178 at 4% or $139,452 at 6%. |
| Integrated Financial Management Inc Profit Sharing Plan & Trust | - | 4 | $431,750 | $66,937 | $16,734iApproximate average salary by contribution assumption: employee only about $418,356 at 4% or $278,904 at 6%; with 50% employer match about $278,904 at 4% or $185,936 at 6%; with 100% employer match about $209,178 at 4% or $139,452 at 6%. |
| 2003 | 1 | 3 | $336,743 | $50,344 | $16,781iApproximate average salary by contribution assumption: employee only about $419,533 at 4% or $279,689 at 6%; with 50% employer match about $279,689 at 4% or $186,459 at 6%; with 100% employer match about $209,767 at 4% or $139,844 at 6%. |
| Integrated Financial Management Inc Profit Sharing Plan & Trust | - | 3 | $336,743 | $50,344 | $16,781iApproximate average salary by contribution assumption: employee only about $419,533 at 4% or $279,689 at 6%; with 50% employer match about $279,689 at 4% or $186,459 at 6%; with 100% employer match about $209,767 at 4% or $139,844 at 6%. |
| 2002 | 2 | 3 | $229,215 | $28,728 | $9,576iApproximate average salary by contribution assumption: employee only about $239,400 at 4% or $159,600 at 6%; with 50% employer match about $159,600 at 4% or $106,400 at 6%; with 100% employer match about $119,700 at 4% or $79,800 at 6%. |
| Integrated Financial Management Inc Profit Sharing Plan & Trust | - | 3 | $229,215 | $28,728 | $9,576iApproximate average salary by contribution assumption: employee only about $239,400 at 4% or $159,600 at 6%; with 50% employer match about $159,600 at 4% or $106,400 at 6%; with 100% employer match about $119,700 at 4% or $79,800 at 6%. |
| Integrated Financial Management Inc Money Purchase Pension Plan & Trust | - | 0 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Integrated Financial Management Inc Profit Sharing Plan & Trust | - | 2 | - | - | - |
| Integrated Financial Management Inc Money Purchase Pension Plan & Trust | - | 2 | - | - | - |
| 2000 | 2 | 2 | $169,795 | $33,602 | $16,801iApproximate average salary by contribution assumption: employee only about $420,025 at 4% or $280,017 at 6%; with 50% employer match about $280,017 at 4% or $186,678 at 6%; with 100% employer match about $210,013 at 4% or $140,008 at 6%. |
| Integrated Financial Management Inc Profit Sharing Plan & Trust | - | 2 | $87,332 | $14,189 | $7,095iApproximate average salary by contribution assumption: employee only about $177,363 at 4% or $118,242 at 6%; with 50% employer match about $118,242 at 4% or $78,828 at 6%; with 100% employer match about $88,681 at 4% or $59,121 at 6%. |
| Integrated Financial Management Inc Money Purchase Pension Plan & Trust | - | 2 | $82,463 | $19,413 | $9,707iApproximate average salary by contribution assumption: employee only about $242,663 at 4% or $161,775 at 6%; with 50% employer match about $161,775 at 4% or $107,850 at 6%; with 100% employer match about $121,331 at 4% or $80,888 at 6%. |
| 1999 | 2 | 2 | $131,069 | $33,597 | $16,799iApproximate average salary by contribution assumption: employee only about $419,963 at 4% or $279,975 at 6%; with 50% employer match about $279,975 at 4% or $186,650 at 6%; with 100% employer match about $209,981 at 4% or $139,988 at 6%. |
| Integrated Financial Management Inc Profit Sharing Plan & Trust | - | 2 | $67,155 | $15,300 | $7,650iApproximate average salary by contribution assumption: employee only about $191,250 at 4% or $127,500 at 6%; with 50% employer match about $127,500 at 4% or $85,000 at 6%; with 100% employer match about $95,625 at 4% or $63,750 at 6%. |
| Integrated Financial Management Inc Money Purchase Pension Plan & Trust | - | 2 | $63,914 | $18,297 | $9,149iApproximate average salary by contribution assumption: employee only about $228,713 at 4% or $152,475 at 6%; with 50% employer match about $152,475 at 4% or $101,650 at 6%; with 100% employer match about $114,356 at 4% or $76,238 at 6%. |