Independent Business Owners
Plan context: Independent Business Owners 401K Profit Sharing Plan & Trust
EIN 38-1776029 • Grand Rapids, MI • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$750,449
2024 Contributions
$66,087
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $750,449 | $66,087 | $22,029iApproximate average salary by contribution assumption: employee only about $550,725 at 4% or $367,150 at 6%; with 50% employer match about $367,150 at 4% or $244,767 at 6%; with 100% employer match about $275,363 at 4% or $183,575 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 3 | $750,449 | $66,087 | $22,029iApproximate average salary by contribution assumption: employee only about $550,725 at 4% or $367,150 at 6%; with 50% employer match about $367,150 at 4% or $244,767 at 6%; with 100% employer match about $275,363 at 4% or $183,575 at 6%. |
| 2023 | 1 | 3 | $611,888 | $64,411 | $21,470iApproximate average salary by contribution assumption: employee only about $536,758 at 4% or $357,839 at 6%; with 50% employer match about $357,839 at 4% or $238,559 at 6%; with 100% employer match about $268,379 at 4% or $178,919 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 3 | $611,888 | $64,411 | $21,470iApproximate average salary by contribution assumption: employee only about $536,758 at 4% or $357,839 at 6%; with 50% employer match about $357,839 at 4% or $238,559 at 6%; with 100% employer match about $268,379 at 4% or $178,919 at 6%. |
| 2022 | 1 | 4 | $488,510 | $86,176 | $21,544iApproximate average salary by contribution assumption: employee only about $538,600 at 4% or $359,067 at 6%; with 50% employer match about $359,067 at 4% or $239,378 at 6%; with 100% employer match about $269,300 at 4% or $179,533 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 4 | $488,510 | $86,176 | $21,544iApproximate average salary by contribution assumption: employee only about $538,600 at 4% or $359,067 at 6%; with 50% employer match about $359,067 at 4% or $239,378 at 6%; with 100% employer match about $269,300 at 4% or $179,533 at 6%. |
| 2021 | 1 | 5 | $733,307 | $85,325 | $17,065iApproximate average salary by contribution assumption: employee only about $426,625 at 4% or $284,417 at 6%; with 50% employer match about $284,417 at 4% or $189,611 at 6%; with 100% employer match about $213,313 at 4% or $142,208 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 5 | $733,307 | $85,325 | $17,065iApproximate average salary by contribution assumption: employee only about $426,625 at 4% or $284,417 at 6%; with 50% employer match about $284,417 at 4% or $189,611 at 6%; with 100% employer match about $213,313 at 4% or $142,208 at 6%. |
| 2020 | 1 | 5 | $571,790 | $75,016 | $15,003iApproximate average salary by contribution assumption: employee only about $375,080 at 4% or $250,053 at 6%; with 50% employer match about $250,053 at 4% or $166,702 at 6%; with 100% employer match about $187,540 at 4% or $125,027 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 5 | $571,790 | $75,016 | $15,003iApproximate average salary by contribution assumption: employee only about $375,080 at 4% or $250,053 at 6%; with 50% employer match about $250,053 at 4% or $166,702 at 6%; with 100% employer match about $187,540 at 4% or $125,027 at 6%. |
| 2019 | 1 | 5 | $408,257 | $65,811 | $13,162iApproximate average salary by contribution assumption: employee only about $329,055 at 4% or $219,370 at 6%; with 50% employer match about $219,370 at 4% or $146,247 at 6%; with 100% employer match about $164,528 at 4% or $109,685 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 5 | $408,257 | $65,811 | $13,162iApproximate average salary by contribution assumption: employee only about $329,055 at 4% or $219,370 at 6%; with 50% employer match about $219,370 at 4% or $146,247 at 6%; with 100% employer match about $164,528 at 4% or $109,685 at 6%. |
| 2018 | 1 | 4 | $272,877 | $58,369 | $14,592iApproximate average salary by contribution assumption: employee only about $364,806 at 4% or $243,204 at 6%; with 50% employer match about $243,204 at 4% or $162,136 at 6%; with 100% employer match about $182,403 at 4% or $121,602 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 4 | $272,877 | $58,369 | $14,592iApproximate average salary by contribution assumption: employee only about $364,806 at 4% or $243,204 at 6%; with 50% employer match about $243,204 at 4% or $162,136 at 6%; with 100% employer match about $182,403 at 4% or $121,602 at 6%. |
| 2017 | 1 | 4 | $309,009 | $59,381 | $14,845iApproximate average salary by contribution assumption: employee only about $371,131 at 4% or $247,421 at 6%; with 50% employer match about $247,421 at 4% or $164,947 at 6%; with 100% employer match about $185,566 at 4% or $123,710 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 4 | $309,009 | $59,381 | $14,845iApproximate average salary by contribution assumption: employee only about $371,131 at 4% or $247,421 at 6%; with 50% employer match about $247,421 at 4% or $164,947 at 6%; with 100% employer match about $185,566 at 4% or $123,710 at 6%. |
| 2016 | 1 | 4 | $209,395 | $59,951 | $14,988iApproximate average salary by contribution assumption: employee only about $374,694 at 4% or $249,796 at 6%; with 50% employer match about $249,796 at 4% or $166,531 at 6%; with 100% employer match about $187,347 at 4% or $124,898 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 4 | $209,395 | $59,951 | $14,988iApproximate average salary by contribution assumption: employee only about $374,694 at 4% or $249,796 at 6%; with 50% employer match about $249,796 at 4% or $166,531 at 6%; with 100% employer match about $187,347 at 4% or $124,898 at 6%. |
| 2015 | 1 | 4 | $138,336 | $34,040 | $8,510iApproximate average salary by contribution assumption: employee only about $212,750 at 4% or $141,833 at 6%; with 50% employer match about $141,833 at 4% or $94,556 at 6%; with 100% employer match about $106,375 at 4% or $70,917 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 4 | $138,336 | $34,040 | $8,510iApproximate average salary by contribution assumption: employee only about $212,750 at 4% or $141,833 at 6%; with 50% employer match about $141,833 at 4% or $94,556 at 6%; with 100% employer match about $106,375 at 4% or $70,917 at 6%. |
| 2014 | 1 | 3 | $106,097 | $24,010 | $8,003iApproximate average salary by contribution assumption: employee only about $200,083 at 4% or $133,389 at 6%; with 50% employer match about $133,389 at 4% or $88,926 at 6%; with 100% employer match about $100,042 at 4% or $66,694 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 3 | $106,097 | $24,010 | $8,003iApproximate average salary by contribution assumption: employee only about $200,083 at 4% or $133,389 at 6%; with 50% employer match about $133,389 at 4% or $88,926 at 6%; with 100% employer match about $100,042 at 4% or $66,694 at 6%. |
| 2013 | 1 | 4 | $79,714 | $19,008 | $4,752iApproximate average salary by contribution assumption: employee only about $118,800 at 4% or $79,200 at 6%; with 50% employer match about $79,200 at 4% or $52,800 at 6%; with 100% employer match about $59,400 at 4% or $39,600 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 4 | $79,714 | $19,008 | $4,752iApproximate average salary by contribution assumption: employee only about $118,800 at 4% or $79,200 at 6%; with 50% employer match about $79,200 at 4% or $52,800 at 6%; with 100% employer match about $59,400 at 4% or $39,600 at 6%. |
| 2012 | 1 | 3 | $50,582 | $15,748 | $5,249iApproximate average salary by contribution assumption: employee only about $131,233 at 4% or $87,489 at 6%; with 50% employer match about $87,489 at 4% or $58,326 at 6%; with 100% employer match about $65,617 at 4% or $43,744 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 3 | $50,582 | $15,748 | $5,249iApproximate average salary by contribution assumption: employee only about $131,233 at 4% or $87,489 at 6%; with 50% employer match about $87,489 at 4% or $58,326 at 6%; with 100% employer match about $65,617 at 4% or $43,744 at 6%. |
| 2011 | 1 | 3 | $212,238 | $83,278 | $27,759iApproximate average salary by contribution assumption: employee only about $693,983 at 4% or $462,656 at 6%; with 50% employer match about $462,656 at 4% or $308,437 at 6%; with 100% employer match about $346,992 at 4% or $231,328 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 3 | $212,238 | $83,278 | $27,759iApproximate average salary by contribution assumption: employee only about $693,983 at 4% or $462,656 at 6%; with 50% employer match about $462,656 at 4% or $308,437 at 6%; with 100% employer match about $346,992 at 4% or $231,328 at 6%. |
| 2010 | 1 | 7 | $765,799 | $106,271 | $15,182iApproximate average salary by contribution assumption: employee only about $379,539 at 4% or $253,026 at 6%; with 50% employer match about $253,026 at 4% or $168,684 at 6%; with 100% employer match about $189,770 at 4% or $126,513 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 7 | $765,799 | $106,271 | $15,182iApproximate average salary by contribution assumption: employee only about $379,539 at 4% or $253,026 at 6%; with 50% employer match about $253,026 at 4% or $168,684 at 6%; with 100% employer match about $189,770 at 4% or $126,513 at 6%. |
| 2009 | 1 | 6 | $583,732 | $88,338 | $14,723iApproximate average salary by contribution assumption: employee only about $368,075 at 4% or $245,383 at 6%; with 50% employer match about $245,383 at 4% or $163,589 at 6%; with 100% employer match about $184,038 at 4% or $122,692 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 6 | $583,732 | $88,338 | $14,723iApproximate average salary by contribution assumption: employee only about $368,075 at 4% or $245,383 at 6%; with 50% employer match about $245,383 at 4% or $163,589 at 6%; with 100% employer match about $184,038 at 4% or $122,692 at 6%. |
| 2008 | 1 | 6 | $407,920 | $84,717 | $14,120iApproximate average salary by contribution assumption: employee only about $352,988 at 4% or $235,325 at 6%; with 50% employer match about $235,325 at 4% or $156,883 at 6%; with 100% employer match about $176,494 at 4% or $117,663 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 6 | $407,920 | $84,717 | $14,120iApproximate average salary by contribution assumption: employee only about $352,988 at 4% or $235,325 at 6%; with 50% employer match about $235,325 at 4% or $156,883 at 6%; with 100% employer match about $176,494 at 4% or $117,663 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 5 | - | - | - |
| 2006 | 1 | 5 | $427,556 | $59,618 | $11,924iApproximate average salary by contribution assumption: employee only about $298,090 at 4% or $198,727 at 6%; with 50% employer match about $198,727 at 4% or $132,484 at 6%; with 100% employer match about $149,045 at 4% or $99,363 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 5 | $427,556 | $59,618 | $11,924iApproximate average salary by contribution assumption: employee only about $298,090 at 4% or $198,727 at 6%; with 50% employer match about $198,727 at 4% or $132,484 at 6%; with 100% employer match about $149,045 at 4% or $99,363 at 6%. |
| 2005 | 1 | 5 | $328,234 | $60,489 | $12,098iApproximate average salary by contribution assumption: employee only about $302,445 at 4% or $201,630 at 6%; with 50% employer match about $201,630 at 4% or $134,420 at 6%; with 100% employer match about $151,223 at 4% or $100,815 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 5 | $328,234 | $60,489 | $12,098iApproximate average salary by contribution assumption: employee only about $302,445 at 4% or $201,630 at 6%; with 50% employer match about $201,630 at 4% or $134,420 at 6%; with 100% employer match about $151,223 at 4% or $100,815 at 6%. |
| 2004 | 1 | 5 | $245,276 | $42,058 | $8,412iApproximate average salary by contribution assumption: employee only about $210,290 at 4% or $140,193 at 6%; with 50% employer match about $140,193 at 4% or $93,462 at 6%; with 100% employer match about $105,145 at 4% or $70,097 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 5 | $245,276 | $42,058 | $8,412iApproximate average salary by contribution assumption: employee only about $210,290 at 4% or $140,193 at 6%; with 50% employer match about $140,193 at 4% or $93,462 at 6%; with 100% employer match about $105,145 at 4% or $70,097 at 6%. |
| 2003 | 1 | 3 | $183,387 | $33,827 | $11,276iApproximate average salary by contribution assumption: employee only about $281,892 at 4% or $187,928 at 6%; with 50% employer match about $187,928 at 4% or $125,285 at 6%; with 100% employer match about $140,946 at 4% or $93,964 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 3 | $183,387 | $33,827 | $11,276iApproximate average salary by contribution assumption: employee only about $281,892 at 4% or $187,928 at 6%; with 50% employer match about $187,928 at 4% or $125,285 at 6%; with 100% employer match about $140,946 at 4% or $93,964 at 6%. |
| 2002 | 1 | 4 | $109,472 | $77,369 | $19,342iApproximate average salary by contribution assumption: employee only about $483,556 at 4% or $322,371 at 6%; with 50% employer match about $322,371 at 4% or $214,914 at 6%; with 100% employer match about $241,778 at 4% or $161,185 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 4 | $109,472 | $77,369 | $19,342iApproximate average salary by contribution assumption: employee only about $483,556 at 4% or $322,371 at 6%; with 50% employer match about $322,371 at 4% or $214,914 at 6%; with 100% employer match about $241,778 at 4% or $161,185 at 6%. |
| 2001 | 1 | 3 | $45,623 | $25,882 | $8,627iApproximate average salary by contribution assumption: employee only about $215,683 at 4% or $143,789 at 6%; with 50% employer match about $143,789 at 4% or $95,859 at 6%; with 100% employer match about $107,842 at 4% or $71,894 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 3 | $45,623 | $25,882 | $8,627iApproximate average salary by contribution assumption: employee only about $215,683 at 4% or $143,789 at 6%; with 50% employer match about $143,789 at 4% or $95,859 at 6%; with 100% employer match about $107,842 at 4% or $71,894 at 6%. |
| 2000 | 1 | 3 | $26,154 | $19,891 | $6,630iApproximate average salary by contribution assumption: employee only about $165,758 at 4% or $110,506 at 6%; with 50% employer match about $110,506 at 4% or $73,670 at 6%; with 100% employer match about $82,879 at 4% or $55,253 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 3 | $26,154 | $19,891 | $6,630iApproximate average salary by contribution assumption: employee only about $165,758 at 4% or $110,506 at 6%; with 50% employer match about $110,506 at 4% or $73,670 at 6%; with 100% employer match about $82,879 at 4% or $55,253 at 6%. |
| 1999 | 1 | 3 | $7,192 | $6,512 | $2,171iApproximate average salary by contribution assumption: employee only about $54,267 at 4% or $36,178 at 6%; with 50% employer match about $36,178 at 4% or $24,119 at 6%; with 100% employer match about $27,133 at 4% or $18,089 at 6%. |
| Independent Business Owners 401K Profit Sharing Plan & Trust | - | 3 | $7,192 | $6,512 | $2,171iApproximate average salary by contribution assumption: employee only about $54,267 at 4% or $36,178 at 6%; with 50% employer match about $36,178 at 4% or $24,119 at 6%; with 100% employer match about $27,133 at 4% or $18,089 at 6%. |