Civic Intelligence

Murray Financial Group

Plan context: Isc Financial Advisors 401(K) Plan Cash Deferred Psp

EIN 45-0834412 • Albert Lea, MN • 19 filings • 3 plans

200 North Broadway AvenueAlbert Lea, MN 56007
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$11,817,845

2024 Contributions

$743,151

Historical Graphs

Total Assets Over Time

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

$11,817,845$5,908,923$0201320192024YearValue
$11,817,845Latest year 2024

Participants Over Time

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

19100201320192024YearValue
19Latest year 2024

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
2024219$11,817,845$743,151$39,113iApproximate average salary by contribution assumption: employee only about $977,830 at 4% or $651,887 at 6%; with 50% employer match about $651,887 at 4% or $434,591 at 6%; with 100% employer match about $488,915 at 4% or $325,943 at 6%.
Isc Financial Advisors 401(K) Plan Cash Deferred Psp-19$10,401,281$535,620$28,191iApproximate average salary by contribution assumption: employee only about $704,763 at 4% or $469,842 at 6%; with 50% employer match about $469,842 at 4% or $313,228 at 6%; with 100% employer match about $352,382 at 4% or $234,921 at 6%.
ISC FINANCIAL ADVISORS CASH BALANCE PLAN-12$1,416,564$207,531$17,294iApproximate average salary by contribution assumption: employee only about $432,356 at 4% or $288,238 at 6%; with 50% employer match about $288,238 at 4% or $192,158 at 6%; with 100% employer match about $216,178 at 4% or $144,119 at 6%.
2023218$8,910,352$631,043$35,058iApproximate average salary by contribution assumption: employee only about $876,449 at 4% or $584,299 at 6%; with 50% employer match about $584,299 at 4% or $389,533 at 6%; with 100% employer match about $438,224 at 4% or $292,150 at 6%.
Isc Financial Advisors 401(K) Plan Cash Deferred Psp-18$7,772,167$421,043$23,391iApproximate average salary by contribution assumption: employee only about $584,782 at 4% or $389,855 at 6%; with 50% employer match about $389,855 at 4% or $259,903 at 6%; with 100% employer match about $292,391 at 4% or $194,927 at 6%.
ISC FINANCIAL ADVISORS CASH BALANCE PLAN-12$1,138,185$210,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
2022217$6,808,737$523,799$30,812iApproximate average salary by contribution assumption: employee only about $770,293 at 4% or $513,528 at 6%; with 50% employer match about $513,528 at 4% or $342,352 at 6%; with 100% employer match about $385,146 at 4% or $256,764 at 6%.
Isc Financial Advisors 401(K) Plan Cash Deferred Psp-17$5,952,622$363,799$21,400iApproximate average salary by contribution assumption: employee only about $534,999 at 4% or $356,666 at 6%; with 50% employer match about $356,666 at 4% or $237,777 at 6%; with 100% employer match about $267,499 at 4% or $178,333 at 6%.
ISC FINANCIAL ADVISORS CASH BALANCE PLAN-11$856,115$160,000$14,545iApproximate average salary by contribution assumption: employee only about $363,636 at 4% or $242,424 at 6%; with 50% employer match about $242,424 at 4% or $161,616 at 6%; with 100% employer match about $181,818 at 4% or $121,212 at 6%.
2021215$7,680,756$522,622$34,841iApproximate average salary by contribution assumption: employee only about $871,037 at 4% or $580,691 at 6%; with 50% employer match about $580,691 at 4% or $387,127 at 6%; with 100% employer match about $435,518 at 4% or $290,346 at 6%.
Isc Financial Advisors 401(K) Plan Cash Deferred Psp-15$6,935,900$341,586$22,772iApproximate average salary by contribution assumption: employee only about $569,310 at 4% or $379,540 at 6%; with 50% employer match about $379,540 at 4% or $253,027 at 6%; with 100% employer match about $284,655 at 4% or $189,770 at 6%.
ISC FINANCIAL ADVISORS CASH BALANCE PLAN-10$744,856$181,036$18,104iApproximate average salary by contribution assumption: employee only about $452,590 at 4% or $301,727 at 6%; with 50% employer match about $301,727 at 4% or $201,151 at 6%; with 100% employer match about $226,295 at 4% or $150,863 at 6%.
2020216$6,305,496$452,953$28,310iApproximate average salary by contribution assumption: employee only about $707,739 at 4% or $471,826 at 6%; with 50% employer match about $471,826 at 4% or $314,551 at 6%; with 100% employer match about $353,870 at 4% or $235,913 at 6%.
Isc Financial Advisors 401(K) Plan Cash Deferred Psp-16$5,771,873$292,953$18,310iApproximate average salary by contribution assumption: employee only about $457,739 at 4% or $305,159 at 6%; with 50% employer match about $305,159 at 4% or $203,440 at 6%; with 100% employer match about $228,870 at 4% or $152,580 at 6%.
ISC FINANCIAL ADVISORS CASH BALANCE PLAN-10$533,623$160,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
2019216$4,758,132$452,602$28,288iApproximate average salary by contribution assumption: employee only about $707,191 at 4% or $471,460 at 6%; with 50% employer match about $471,460 at 4% or $314,307 at 6%; with 100% employer match about $353,595 at 4% or $235,730 at 6%.
Isc Financial Advisors 401(K) Plan Cash Deferred Psp-16$4,412,575$284,694$17,793iApproximate average salary by contribution assumption: employee only about $444,834 at 4% or $296,556 at 6%; with 50% employer match about $296,556 at 4% or $197,704 at 6%; with 100% employer match about $222,417 at 4% or $148,278 at 6%.
ISC FINANCIAL ADVISORS CASH BALANCE PLAN-10$345,557$167,908$16,791iApproximate average salary by contribution assumption: employee only about $419,770 at 4% or $279,847 at 6%; with 50% employer match about $279,847 at 4% or $186,564 at 6%; with 100% employer match about $209,885 at 4% or $139,923 at 6%.
2018216$3,410,060$412,906$25,807iApproximate average salary by contribution assumption: employee only about $645,166 at 4% or $430,110 at 6%; with 50% employer match about $430,110 at 4% or $286,740 at 6%; with 100% employer match about $322,583 at 4% or $215,055 at 6%.
Isc Financial Advisors 401(K) Plan Cash Deferred Psp-16$3,241,719$244,565$15,285iApproximate average salary by contribution assumption: employee only about $382,133 at 4% or $254,755 at 6%; with 50% employer match about $254,755 at 4% or $169,837 at 6%; with 100% employer match about $191,066 at 4% or $127,378 at 6%.
ISC FINANCIAL ADVISORS CASH BALANCE PLAN-10$168,341$168,341$16,834iApproximate average salary by contribution assumption: employee only about $420,852 at 4% or $280,568 at 6%; with 50% employer match about $280,568 at 4% or $187,046 at 6%; with 100% employer match about $210,426 at 4% or $140,284 at 6%.
2017113$3,268,550$291,144$22,396iApproximate average salary by contribution assumption: employee only about $559,892 at 4% or $373,262 at 6%; with 50% employer match about $373,262 at 4% or $248,841 at 6%; with 100% employer match about $279,946 at 4% or $186,631 at 6%.
Isc Financial Advisors 401(K) Plan Cash Deferred Psp-13$3,268,550$291,144$22,396iApproximate average salary by contribution assumption: employee only about $559,892 at 4% or $373,262 at 6%; with 50% employer match about $373,262 at 4% or $248,841 at 6%; with 100% employer match about $279,946 at 4% or $186,631 at 6%.
2016112$2,547,768$135,458$11,288iApproximate average salary by contribution assumption: employee only about $282,204 at 4% or $188,136 at 6%; with 50% employer match about $188,136 at 4% or $125,424 at 6%; with 100% employer match about $141,102 at 4% or $94,068 at 6%.
Isc Financial Advisors 401(K) Plan Cash Deferred Psp-12$2,547,768$135,458$11,288iApproximate average salary by contribution assumption: employee only about $282,204 at 4% or $188,136 at 6%; with 50% employer match about $188,136 at 4% or $125,424 at 6%; with 100% employer match about $141,102 at 4% or $94,068 at 6%.
2015112$3,050,555$145,605$12,134iApproximate average salary by contribution assumption: employee only about $303,344 at 4% or $202,229 at 6%; with 50% employer match about $202,229 at 4% or $134,819 at 6%; with 100% employer match about $151,672 at 4% or $101,115 at 6%.
Isc Financial Advisors 401(K) Plan Cash Deferred Psp-12$3,050,555$145,605$12,134iApproximate average salary by contribution assumption: employee only about $303,344 at 4% or $202,229 at 6%; with 50% employer match about $202,229 at 4% or $134,819 at 6%; with 100% employer match about $151,672 at 4% or $101,115 at 6%.
2014110$2,943,806$133,828$13,383iApproximate average salary by contribution assumption: employee only about $334,570 at 4% or $223,047 at 6%; with 50% employer match about $223,047 at 4% or $148,698 at 6%; with 100% employer match about $167,285 at 4% or $111,523 at 6%.
Isc Financial Advisors 401(K) Plan Cash Deferred Psp-10$2,943,806$133,828$13,383iApproximate average salary by contribution assumption: employee only about $334,570 at 4% or $223,047 at 6%; with 50% employer match about $223,047 at 4% or $148,698 at 6%; with 100% employer match about $167,285 at 4% or $111,523 at 6%.
2013110$2,628,151$94,935$9,494iApproximate average salary by contribution assumption: employee only about $237,338 at 4% or $158,225 at 6%; with 50% employer match about $158,225 at 4% or $105,483 at 6%; with 100% employer match about $118,669 at 4% or $79,113 at 6%.
Isc Financial Advisors 401(K) Plan Cash Deferred Psp-10$2,628,151$94,935$9,494iApproximate average salary by contribution assumption: employee only about $237,338 at 4% or $158,225 at 6%; with 50% employer match about $158,225 at 4% or $105,483 at 6%; with 100% employer match about $118,669 at 4% or $79,113 at 6%.