Civic Intelligence

Independent Insurance Services Inc.

Plan context: Independent Insurance Services Inc. Retirement Plan

EIN 39-1356851 • Madison, WI • 14 filings • 1 plans

PO Box 448192960 Triverton Pike Drive, Ste 101Madison, WI 53744-4819
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$500,066

2014 Contributions

$98,038

Historical Graphs

Total Assets Over Time

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

$526,613$263,307$0200020062013YearValue
$500,066Latest year 2013

Participants Over Time

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

1160200020062013YearValue
5Latest year 2013

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
201410$0$0-
Independent Insurance Services Inc. Retirement Plan-0---
201315$500,066$98,038$19,608iApproximate average salary by contribution assumption: employee only about $490,190 at 4% or $326,793 at 6%; with 50% employer match about $326,793 at 4% or $217,862 at 6%; with 100% employer match about $245,095 at 4% or $163,397 at 6%.
Independent Insurance Services Inc. Retirement Plan-5$500,066$98,038$19,608iApproximate average salary by contribution assumption: employee only about $490,190 at 4% or $326,793 at 6%; with 50% employer match about $326,793 at 4% or $217,862 at 6%; with 100% employer match about $245,095 at 4% or $163,397 at 6%.
201218$461,090$63,844$7,981iApproximate average salary by contribution assumption: employee only about $199,513 at 4% or $133,008 at 6%; with 50% employer match about $133,008 at 4% or $88,672 at 6%; with 100% employer match about $99,756 at 4% or $66,504 at 6%.
Independent Insurance Services Inc. Retirement Plan-8$461,090$63,844$7,981iApproximate average salary by contribution assumption: employee only about $199,513 at 4% or $133,008 at 6%; with 50% employer match about $133,008 at 4% or $88,672 at 6%; with 100% employer match about $99,756 at 4% or $66,504 at 6%.
201119$378,681$51,445$5,716iApproximate average salary by contribution assumption: employee only about $142,903 at 4% or $95,269 at 6%; with 50% employer match about $95,269 at 4% or $63,512 at 6%; with 100% employer match about $71,451 at 4% or $47,634 at 6%.
Independent Insurance Services Inc. Retirement Plan-9$378,681$51,445$5,716iApproximate average salary by contribution assumption: employee only about $142,903 at 4% or $95,269 at 6%; with 50% employer match about $95,269 at 4% or $63,512 at 6%; with 100% employer match about $71,451 at 4% or $47,634 at 6%.
2010111$405,735$45,853$4,168iApproximate average salary by contribution assumption: employee only about $104,211 at 4% or $69,474 at 6%; with 50% employer match about $69,474 at 4% or $46,316 at 6%; with 100% employer match about $52,106 at 4% or $34,737 at 6%.
Independent Insurance Services Inc. Retirement Plan-11$405,735$45,853$4,168iApproximate average salary by contribution assumption: employee only about $104,211 at 4% or $69,474 at 6%; with 50% employer match about $69,474 at 4% or $46,316 at 6%; with 100% employer match about $52,106 at 4% or $34,737 at 6%.
2009110$526,613$43,004$4,300iApproximate average salary by contribution assumption: employee only about $107,510 at 4% or $71,673 at 6%; with 50% employer match about $71,673 at 4% or $47,782 at 6%; with 100% employer match about $53,755 at 4% or $35,837 at 6%.
Independent Insurance Services Inc. Retirement Plan-10$526,613$43,004$4,300iApproximate average salary by contribution assumption: employee only about $107,510 at 4% or $71,673 at 6%; with 50% employer match about $71,673 at 4% or $47,782 at 6%; with 100% employer match about $53,755 at 4% or $35,837 at 6%.
200718$0$0-
Independent Insurance Services Inc. Retirement Plan-8---
200618$467,269$84,429$10,554iApproximate average salary by contribution assumption: employee only about $263,841 at 4% or $175,894 at 6%; with 50% employer match about $175,894 at 4% or $117,263 at 6%; with 100% employer match about $131,920 at 4% or $87,947 at 6%.
Independent Insurance Services Inc. Retirement Plan-8$467,269$84,429$10,554iApproximate average salary by contribution assumption: employee only about $263,841 at 4% or $175,894 at 6%; with 50% employer match about $175,894 at 4% or $117,263 at 6%; with 100% employer match about $131,920 at 4% or $87,947 at 6%.
200519$517,977$86,959$9,662iApproximate average salary by contribution assumption: employee only about $241,553 at 4% or $161,035 at 6%; with 50% employer match about $161,035 at 4% or $107,357 at 6%; with 100% employer match about $120,776 at 4% or $80,518 at 6%.
Independent Insurance Services Inc. Retirement Plan-9$517,977$86,959$9,662iApproximate average salary by contribution assumption: employee only about $241,553 at 4% or $161,035 at 6%; with 50% employer match about $161,035 at 4% or $107,357 at 6%; with 100% employer match about $120,776 at 4% or $80,518 at 6%.
200417$405,610$70,927$10,132iApproximate average salary by contribution assumption: employee only about $253,311 at 4% or $168,874 at 6%; with 50% employer match about $168,874 at 4% or $112,583 at 6%; with 100% employer match about $126,655 at 4% or $84,437 at 6%.
Independent Insurance Services Inc. Retirement Plan-7$405,610$70,927$10,132iApproximate average salary by contribution assumption: employee only about $253,311 at 4% or $168,874 at 6%; with 50% employer match about $168,874 at 4% or $112,583 at 6%; with 100% employer match about $126,655 at 4% or $84,437 at 6%.
200317$311,802$54,343$7,763iApproximate average salary by contribution assumption: employee only about $194,082 at 4% or $129,388 at 6%; with 50% employer match about $129,388 at 4% or $86,259 at 6%; with 100% employer match about $97,041 at 4% or $64,694 at 6%.
Independent Insurance Services Inc. Retirement Plan-7$311,802$54,343$7,763iApproximate average salary by contribution assumption: employee only about $194,082 at 4% or $129,388 at 6%; with 50% employer match about $129,388 at 4% or $86,259 at 6%; with 100% employer match about $97,041 at 4% or $64,694 at 6%.
200216$205,236$51,603$8,601iApproximate average salary by contribution assumption: employee only about $215,013 at 4% or $143,342 at 6%; with 50% employer match about $143,342 at 4% or $95,561 at 6%; with 100% employer match about $107,506 at 4% or $71,671 at 6%.
Independent Insurance Services Inc. Retirement Plan-6$205,236$51,603$8,601iApproximate average salary by contribution assumption: employee only about $215,013 at 4% or $143,342 at 6%; with 50% employer match about $143,342 at 4% or $95,561 at 6%; with 100% employer match about $107,506 at 4% or $71,671 at 6%.
200118$197,066$42,856$5,357iApproximate average salary by contribution assumption: employee only about $133,925 at 4% or $89,283 at 6%; with 50% employer match about $89,283 at 4% or $59,522 at 6%; with 100% employer match about $66,963 at 4% or $44,642 at 6%.
Independent Insurance Services Inc. Retirement Plan-8$197,066$42,856$5,357iApproximate average salary by contribution assumption: employee only about $133,925 at 4% or $89,283 at 6%; with 50% employer match about $89,283 at 4% or $59,522 at 6%; with 100% employer match about $66,963 at 4% or $44,642 at 6%.
200016$218,791$37,265$6,211iApproximate average salary by contribution assumption: employee only about $155,271 at 4% or $103,514 at 6%; with 50% employer match about $103,514 at 4% or $69,009 at 6%; with 100% employer match about $77,635 at 4% or $51,757 at 6%.
Independent Insurance Services Inc. Retirement Plan-6$218,791$37,265$6,211iApproximate average salary by contribution assumption: employee only about $155,271 at 4% or $103,514 at 6%; with 50% employer match about $103,514 at 4% or $69,009 at 6%; with 100% employer match about $77,635 at 4% or $51,757 at 6%.