IS PARTNERS, LLC
Plan context: IS PARTNERS, LLC CASH BALANCE PLAN
EIN 45-1564231 • Dresher, PA • 20 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
45
2025 Assets
$8,978,619
2025 Contributions
$1,629,443
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| IS PARTNERS, LLC CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2024 | 2 | 45 | $8,978,619 | $1,629,443 | $36,210iApproximate average salary by contribution assumption: employee only about $905,246 at 4% or $603,497 at 6%; with 50% employer match about $603,497 at 4% or $402,332 at 6%; with 100% employer match about $452,623 at 4% or $301,749 at 6%. |
| IS PARTNERS, LLC CASH BALANCE PLAN | - | 34 | $4,765,350 | $884,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| IS PARTNERS, LLC 401(K) PLAN | - | 45 | $4,213,269 | $745,443 | $16,565iApproximate average salary by contribution assumption: employee only about $414,135 at 4% or $276,090 at 6%; with 50% employer match about $276,090 at 4% or $184,060 at 6%; with 100% employer match about $207,068 at 4% or $138,045 at 6%. |
| 2023 | 2 | 41 | $7,967,224 | $1,502,567 | $36,648iApproximate average salary by contribution assumption: employee only about $916,199 at 4% or $610,800 at 6%; with 50% employer match about $610,800 at 4% or $407,200 at 6%; with 100% employer match about $458,100 at 4% or $305,400 at 6%. |
| IS PARTNERS, LLC CASH BALANCE PLAN | - | 31 | $4,374,086 | $869,483 | $28,048iApproximate average salary by contribution assumption: employee only about $701,196 at 4% or $467,464 at 6%; with 50% employer match about $467,464 at 4% or $311,643 at 6%; with 100% employer match about $350,598 at 4% or $233,732 at 6%. |
| IS PARTNERS, LLC 401(K) PLAN | - | 41 | $3,593,138 | $633,084 | $15,441iApproximate average salary by contribution assumption: employee only about $386,027 at 4% or $257,351 at 6%; with 50% employer match about $257,351 at 4% or $171,567 at 6%; with 100% employer match about $193,013 at 4% or $128,676 at 6%. |
| 2022 | 2 | 32 | $5,954,615 | $1,245,011 | $38,907iApproximate average salary by contribution assumption: employee only about $972,665 at 4% or $648,443 at 6%; with 50% employer match about $648,443 at 4% or $432,295 at 6%; with 100% employer match about $486,332 at 4% or $324,222 at 6%. |
| IS PARTNERS, LLC CASH BALANCE PLAN | - | 25 | $3,375,632 | $756,988 | $30,280iApproximate average salary by contribution assumption: employee only about $756,988 at 4% or $504,659 at 6%; with 50% employer match about $504,659 at 4% or $336,439 at 6%; with 100% employer match about $378,494 at 4% or $252,329 at 6%. |
| IS PARTNERS, LLC 401(K) PLAN | - | 32 | $2,578,983 | $488,023 | $15,251iApproximate average salary by contribution assumption: employee only about $381,268 at 4% or $254,179 at 6%; with 50% employer match about $254,179 at 4% or $169,452 at 6%; with 100% employer match about $190,634 at 4% or $127,089 at 6%. |
| 2021 | 2 | 29 | $5,460,246 | $997,633 | $34,401iApproximate average salary by contribution assumption: employee only about $860,028 at 4% or $573,352 at 6%; with 50% employer match about $573,352 at 4% or $382,235 at 6%; with 100% employer match about $430,014 at 4% or $286,676 at 6%. |
| IS PARTNERS, LLC CASH BALANCE PLAN | - | 19 | $2,932,274 | $610,579 | $32,136iApproximate average salary by contribution assumption: employee only about $803,393 at 4% or $535,596 at 6%; with 50% employer match about $535,596 at 4% or $357,064 at 6%; with 100% employer match about $401,697 at 4% or $267,798 at 6%. |
| IS PARTNERS, LLC 401(K) PLAN | - | 29 | $2,527,972 | $387,054 | $13,347iApproximate average salary by contribution assumption: employee only about $333,667 at 4% or $222,445 at 6%; with 50% employer match about $222,445 at 4% or $148,297 at 6%; with 100% employer match about $166,834 at 4% or $111,222 at 6%. |
| 2020 | 2 | 25 | $4,146,159 | $916,716 | $36,669iApproximate average salary by contribution assumption: employee only about $916,716 at 4% or $611,144 at 6%; with 50% employer match about $611,144 at 4% or $407,429 at 6%; with 100% employer match about $458,358 at 4% or $305,572 at 6%. |
| IS PARTNERS, LLC CASH BALANCE PLAN | - | 19 | $2,264,570 | $600,000 | $31,579iApproximate average salary by contribution assumption: employee only about $789,474 at 4% or $526,316 at 6%; with 50% employer match about $526,316 at 4% or $350,877 at 6%; with 100% employer match about $394,737 at 4% or $263,158 at 6%. |
| IS PARTNERS, LLC 401(K) PLAN | - | 25 | $1,881,589 | $316,716 | $12,669iApproximate average salary by contribution assumption: employee only about $316,716 at 4% or $211,144 at 6%; with 50% employer match about $211,144 at 4% or $140,763 at 6%; with 100% employer match about $158,358 at 4% or $105,572 at 6%. |
| 2019 | 2 | 21 | $3,087,381 | $742,069 | $35,337iApproximate average salary by contribution assumption: employee only about $883,415 at 4% or $588,944 at 6%; with 50% employer match about $588,944 at 4% or $392,629 at 6%; with 100% employer match about $441,708 at 4% or $294,472 at 6%. |
| IS PARTNERS, LLC 401(K) PLAN | - | 21 | $1,566,149 | $235,069 | $11,194iApproximate average salary by contribution assumption: employee only about $279,844 at 4% or $186,563 at 6%; with 50% employer match about $186,563 at 4% or $124,375 at 6%; with 100% employer match about $139,922 at 4% or $93,281 at 6%. |
| IS PARTNERS, LLC CASH BALANCE PLAN | - | 13 | $1,521,232 | $507,000 | $39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%. |
| 2018 | 2 | 18 | $2,185,991 | $795,454 | $44,192iApproximate average salary by contribution assumption: employee only about $1,104,797 at 4% or $736,531 at 6%; with 50% employer match about $736,531 at 4% or $491,021 at 6%; with 100% employer match about $552,399 at 4% or $368,266 at 6%. |
| IS PARTNERS, LLC 401(K) PLAN | - | 18 | $1,223,470 | $186,195 | $10,344iApproximate average salary by contribution assumption: employee only about $258,604 at 4% or $172,403 at 6%; with 50% employer match about $172,403 at 4% or $114,935 at 6%; with 100% employer match about $129,302 at 4% or $86,201 at 6%. |
| IS PARTNERS, LLC CASH BALANCE PLAN | - | 10 | $962,521 | $609,259 | $60,926iApproximate average salary by contribution assumption: employee only about $1,523,148 at 4% or $1,015,432 at 6%; with 50% employer match about $1,015,432 at 4% or $676,954 at 6%; with 100% employer match about $761,574 at 4% or $507,716 at 6%. |
| 2017 | 2 | 16 | $1,513,356 | $501,987 | $31,374iApproximate average salary by contribution assumption: employee only about $784,355 at 4% or $522,903 at 6%; with 50% employer match about $522,903 at 4% or $348,602 at 6%; with 100% employer match about $392,177 at 4% or $261,452 at 6%. |
| IS PARTNERS, LLC 401(K) PLAN | - | 16 | $1,147,681 | $136,312 | $8,520iApproximate average salary by contribution assumption: employee only about $212,988 at 4% or $141,992 at 6%; with 50% employer match about $141,992 at 4% or $94,661 at 6%; with 100% employer match about $106,494 at 4% or $70,996 at 6%. |
| IS PARTNERS, LLC CASH BALANCE PLAN | - | 10 | $365,675 | $365,675 | $36,568iApproximate average salary by contribution assumption: employee only about $914,188 at 4% or $609,458 at 6%; with 50% employer match about $609,458 at 4% or $406,306 at 6%; with 100% employer match about $457,094 at 4% or $304,729 at 6%. |
| 2016 | 1 | 14 | $876,767 | $224,795 | $16,057iApproximate average salary by contribution assumption: employee only about $401,420 at 4% or $267,613 at 6%; with 50% employer match about $267,613 at 4% or $178,409 at 6%; with 100% employer match about $200,710 at 4% or $133,807 at 6%. |
| IS PARTNERS, LLC 401(K) PLAN | - | 14 | $876,767 | $224,795 | $16,057iApproximate average salary by contribution assumption: employee only about $401,420 at 4% or $267,613 at 6%; with 50% employer match about $267,613 at 4% or $178,409 at 6%; with 100% employer match about $200,710 at 4% or $133,807 at 6%. |
| 2015 | 1 | 13 | $616,310 | $174,309 | $13,408iApproximate average salary by contribution assumption: employee only about $335,210 at 4% or $223,473 at 6%; with 50% employer match about $223,473 at 4% or $148,982 at 6%; with 100% employer match about $167,605 at 4% or $111,737 at 6%. |
| IS PARTNERS, LLC 401(K) PLAN | - | 13 | $616,310 | $174,309 | $13,408iApproximate average salary by contribution assumption: employee only about $335,210 at 4% or $223,473 at 6%; with 50% employer match about $223,473 at 4% or $148,982 at 6%; with 100% employer match about $167,605 at 4% or $111,737 at 6%. |
| 2014 | 1 | 19 | $481,048 | $119,050 | $6,266iApproximate average salary by contribution assumption: employee only about $156,645 at 4% or $104,430 at 6%; with 50% employer match about $104,430 at 4% or $69,620 at 6%; with 100% employer match about $78,322 at 4% or $52,215 at 6%. |
| IS PARTNERS, LLC 401(K) PLAN | - | 19 | $481,048 | $119,050 | $6,266iApproximate average salary by contribution assumption: employee only about $156,645 at 4% or $104,430 at 6%; with 50% employer match about $104,430 at 4% or $69,620 at 6%; with 100% employer match about $78,322 at 4% or $52,215 at 6%. |