Civic Intelligence

Independence First

Plan context: 403(B) Thrift Plan of Independencefirst

EIN 39-1343425 • Milwaukee, WI • 43 filings • 11 plans

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540 S 1st StMilwaukee, WI 53204
Current Snapshot

Latest Year

2025

2025 Participants

565

2025 Assets

$17,512,748

2025 Contributions

$1,166,324

Historical Graphs

Total Assets Over Time

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

$17,512,748$8,756,374$0200920172024YearValue
$17,512,748Latest year 2024

Participants Over Time

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

1,6028010200820172025YearValue
565Latest year 2025

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
20251565$0$0-
Independence First Section 125 Cafeteria Plan-565---
202421,048$17,512,748$1,166,324$1,113iApproximate average salary by contribution assumption: employee only about $27,823 at 4% or $18,548 at 6%; with 50% employer match about $18,548 at 4% or $12,366 at 6%; with 100% employer match about $13,911 at 4% or $9,274 at 6%.
403(B) Thrift Plan of Independencefirst-1,048$17,512,748$1,166,324$1,113iApproximate average salary by contribution assumption: employee only about $27,823 at 4% or $18,548 at 6%; with 50% employer match about $18,548 at 4% or $12,366 at 6%; with 100% employer match about $13,911 at 4% or $9,274 at 6%.
Independence First Section 125 Cafeteria Plan-631---
202321,159$16,151,784$1,384,194$1,194iApproximate average salary by contribution assumption: employee only about $29,858 at 4% or $19,905 at 6%; with 50% employer match about $19,905 at 4% or $13,270 at 6%; with 100% employer match about $14,929 at 4% or $9,953 at 6%.
403(B) Thrift Plan of Independencefirst-1,159$16,151,784$1,384,194$1,194iApproximate average salary by contribution assumption: employee only about $29,858 at 4% or $19,905 at 6%; with 50% employer match about $19,905 at 4% or $13,270 at 6%; with 100% employer match about $14,929 at 4% or $9,953 at 6%.
Independence First Section 125 Cafeteria Plan-714---
202221,271$14,283,169$1,492,073$1,174iApproximate average salary by contribution assumption: employee only about $29,348 at 4% or $19,566 at 6%; with 50% employer match about $19,566 at 4% or $13,044 at 6%; with 100% employer match about $14,674 at 4% or $9,783 at 6%.
403(B) Thrift Plan of Independencefirst-1,271$14,283,169$1,492,073$1,174iApproximate average salary by contribution assumption: employee only about $29,348 at 4% or $19,566 at 6%; with 50% employer match about $19,566 at 4% or $13,044 at 6%; with 100% employer match about $14,674 at 4% or $9,783 at 6%.
Independence First Section 125 Cafeteria Plan-837---
202121,271$16,997,642$1,571,641$1,237iApproximate average salary by contribution assumption: employee only about $30,913 at 4% or $20,609 at 6%; with 50% employer match about $20,609 at 4% or $13,739 at 6%; with 100% employer match about $15,457 at 4% or $10,304 at 6%.
403(B) Thrift Plan of Independencefirst-1,271$16,997,642$1,571,641$1,237iApproximate average salary by contribution assumption: employee only about $30,913 at 4% or $20,609 at 6%; with 50% employer match about $20,609 at 4% or $13,739 at 6%; with 100% employer match about $15,457 at 4% or $10,304 at 6%.
Independence First Section 125 Cafeteria Plan-955---
202021,264$15,275,261$1,369,412$1,083iApproximate average salary by contribution assumption: employee only about $27,085 at 4% or $18,057 at 6%; with 50% employer match about $18,057 at 4% or $12,038 at 6%; with 100% employer match about $13,542 at 4% or $9,028 at 6%.
403(B) Thrift Plan of Independencefirst-1,264$15,275,261$1,369,412$1,083iApproximate average salary by contribution assumption: employee only about $27,085 at 4% or $18,057 at 6%; with 50% employer match about $18,057 at 4% or $12,038 at 6%; with 100% employer match about $13,542 at 4% or $9,028 at 6%.
Independence First Section 125 Cafeteria Plan-1,027---
201921,271$13,133,511$1,561,411$1,228iApproximate average salary by contribution assumption: employee only about $30,712 at 4% or $20,475 at 6%; with 50% employer match about $20,475 at 4% or $13,650 at 6%; with 100% employer match about $15,356 at 4% or $10,237 at 6%.
403(B) Thrift Plan of Independencefirst-1,271$13,133,511$1,561,411$1,228iApproximate average salary by contribution assumption: employee only about $30,712 at 4% or $20,475 at 6%; with 50% employer match about $20,475 at 4% or $13,650 at 6%; with 100% employer match about $15,356 at 4% or $10,237 at 6%.
Independence First Section 125 Cafeteria Plan-1,116---
201821,378$11,079,583$905,875$657iApproximate average salary by contribution assumption: employee only about $16,435 at 4% or $10,956 at 6%; with 50% employer match about $10,956 at 4% or $7,304 at 6%; with 100% employer match about $8,217 at 4% or $5,478 at 6%.
403(B) Thrift Plan of Independencefirst-1,378$11,079,583$905,875$657iApproximate average salary by contribution assumption: employee only about $16,435 at 4% or $10,956 at 6%; with 50% employer match about $10,956 at 4% or $7,304 at 6%; with 100% employer match about $8,217 at 4% or $5,478 at 6%.
Independence First Section 125 Cafeteria Plan-1,151---
201721,376$12,063,918$1,052,007$765iApproximate average salary by contribution assumption: employee only about $19,113 at 4% or $12,742 at 6%; with 50% employer match about $12,742 at 4% or $8,495 at 6%; with 100% employer match about $9,557 at 4% or $6,371 at 6%.
403(B) Thrift Plan of Independencefirst-1,376$12,063,918$1,052,007$765iApproximate average salary by contribution assumption: employee only about $19,113 at 4% or $12,742 at 6%; with 50% employer match about $12,742 at 4% or $8,495 at 6%; with 100% employer match about $9,557 at 4% or $6,371 at 6%.
Independence First Section 125 Cafeteria Plan-1,224---
201621,470$10,985,495$1,332,093$906iApproximate average salary by contribution assumption: employee only about $22,655 at 4% or $15,103 at 6%; with 50% employer match about $15,103 at 4% or $10,069 at 6%; with 100% employer match about $11,327 at 4% or $7,552 at 6%.
403(B) Thrift Plan of Independencefirst-1,470$10,985,495$1,332,093$906iApproximate average salary by contribution assumption: employee only about $22,655 at 4% or $15,103 at 6%; with 50% employer match about $15,103 at 4% or $10,069 at 6%; with 100% employer match about $11,327 at 4% or $7,552 at 6%.
Independence First Section 125 Cafeteria Plan-1,301---
201521,464$9,876,850$1,282,423$876iApproximate average salary by contribution assumption: employee only about $21,899 at 4% or $14,600 at 6%; with 50% employer match about $14,600 at 4% or $9,733 at 6%; with 100% employer match about $10,950 at 4% or $7,300 at 6%.
403(B) Thrift Plan of Independencefirst-1,464$9,876,850$1,282,423$876iApproximate average salary by contribution assumption: employee only about $21,899 at 4% or $14,600 at 6%; with 50% employer match about $14,600 at 4% or $9,733 at 6%; with 100% employer match about $10,950 at 4% or $7,300 at 6%.
Independence First Section 125 Cafeteria Plan-1,339---
201421,525$9,831,181$1,092,274$716iApproximate average salary by contribution assumption: employee only about $17,906 at 4% or $11,937 at 6%; with 50% employer match about $11,937 at 4% or $7,958 at 6%; with 100% employer match about $8,953 at 4% or $5,969 at 6%.
403(B) Thrift Plan of Independencefirst-1,525$9,831,181$1,092,274$716iApproximate average salary by contribution assumption: employee only about $17,906 at 4% or $11,937 at 6%; with 50% employer match about $11,937 at 4% or $7,958 at 6%; with 100% employer match about $8,953 at 4% or $5,969 at 6%.
Independence First Section 125 Cafeteria Plan-1,424---
201321,585$9,492,771$1,152,784$727iApproximate average salary by contribution assumption: employee only about $18,183 at 4% or $12,122 at 6%; with 50% employer match about $12,122 at 4% or $8,081 at 6%; with 100% employer match about $9,091 at 4% or $6,061 at 6%.
403(B) Thrift Plan of Independencefirst-1,585$9,492,771$1,152,784$727iApproximate average salary by contribution assumption: employee only about $18,183 at 4% or $12,122 at 6%; with 50% employer match about $12,122 at 4% or $8,081 at 6%; with 100% employer match about $9,091 at 4% or $6,061 at 6%.
Independence First Section 125 Cafeteria Plan-175---
201231,602$8,066,119$1,215,805$759iApproximate average salary by contribution assumption: employee only about $18,973 at 4% or $12,649 at 6%; with 50% employer match about $12,649 at 4% or $8,433 at 6%; with 100% employer match about $9,487 at 4% or $6,324 at 6%.
403(B) Thrift Plan of Independencefirst-1,602$8,066,119$1,215,805$759iApproximate average salary by contribution assumption: employee only about $18,973 at 4% or $12,649 at 6%; with 50% employer match about $12,649 at 4% or $8,433 at 6%; with 100% employer match about $9,487 at 4% or $6,324 at 6%.
Independence First Section 125 Cafeteria Plan-1,401---
Independence First Section 125 Cafeteria Plan-167---
201121,464$7,124,831$1,289,248$881iApproximate average salary by contribution assumption: employee only about $22,016 at 4% or $14,677 at 6%; with 50% employer match about $14,677 at 4% or $9,785 at 6%; with 100% employer match about $11,008 at 4% or $7,339 at 6%.
403(B) Thrift Plan of Independencefirst-1,464$7,124,831$1,289,248$881iApproximate average salary by contribution assumption: employee only about $22,016 at 4% or $14,677 at 6%; with 50% employer match about $14,677 at 4% or $9,785 at 6%; with 100% employer match about $11,008 at 4% or $7,339 at 6%.
Independence First Section 125 Cafeteria Plan-160---
201031,433$6,411,828$1,105,370$771iApproximate average salary by contribution assumption: employee only about $19,284 at 4% or $12,856 at 6%; with 50% employer match about $12,856 at 4% or $8,571 at 6%; with 100% employer match about $9,642 at 4% or $6,428 at 6%.
403(B) Thrift Plan of Independencefirst-1,433$6,411,828$1,105,370$771iApproximate average salary by contribution assumption: employee only about $19,284 at 4% or $12,856 at 6%; with 50% employer match about $12,856 at 4% or $8,571 at 6%; with 100% employer match about $9,642 at 4% or $6,428 at 6%.
Independence First Section 125 Cafeteria Plan-146---
Independence First Section 125 Cafeteria Plan-146---
200921,296$5,230,787$961,921$742iApproximate average salary by contribution assumption: employee only about $18,556 at 4% or $12,370 at 6%; with 50% employer match about $12,370 at 4% or $8,247 at 6%; with 100% employer match about $9,278 at 4% or $6,185 at 6%.
403(B) Thrift Plan of Independencefirst-1,296$5,230,787$961,921$742iApproximate average salary by contribution assumption: employee only about $18,556 at 4% or $12,370 at 6%; with 50% employer match about $12,370 at 4% or $8,247 at 6%; with 100% employer match about $9,278 at 4% or $6,185 at 6%.
Independence First Section 125 Cafeteria Plan-116---
20082145$0$0-
Independence First Section 125 Cafeteria Plan-145---
403(B) Thrift Plan of Independencefirst-0---
200610$0$0-
403(B) Thrift Plan of Independencefirst-0---
200510$0$0-
403(B) Thrift Plan of Independencefirst-0---
200410$0$0-
403(B) Thrift Plan of Independencefirst-0---
200310$0$0-
403(B) Thrift Plan of Independencefirst-0---
200210$0$0-
403(B) Thrift Plan of Independencefirst-0---
200110$0$0-
403(B) Thrift Plan of Independencefirst-0---