Civic Intelligence

Ibex Wealth Advisors

Plan context: Ibex Wealth Advisors

EIN 46-1546984 • Bedminster, NJ • 11 filings • 1 plans

135 US Highway 202 206Suite 4Bedminster, NJ 07921
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$377,500

2025 Contributions

$81,725

Historical Graphs

Total Assets Over Time

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

$377,500$188,750$0201520202025YearValue
$377,500Latest year 2025

Participants Over Time

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

630201520202025YearValue
6Latest 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
202516$377,500$81,725$13,621iApproximate average salary by contribution assumption: employee only about $340,521 at 4% or $227,014 at 6%; with 50% employer match about $227,014 at 4% or $151,343 at 6%; with 100% employer match about $170,260 at 4% or $113,507 at 6%.
Ibex Wealth Advisors-6$377,500$81,725$13,621iApproximate average salary by contribution assumption: employee only about $340,521 at 4% or $227,014 at 6%; with 50% employer match about $227,014 at 4% or $151,343 at 6%; with 100% employer match about $170,260 at 4% or $113,507 at 6%.
202416$250,453$68,802$11,467iApproximate average salary by contribution assumption: employee only about $286,675 at 4% or $191,117 at 6%; with 50% employer match about $191,117 at 4% or $127,411 at 6%; with 100% employer match about $143,338 at 4% or $95,558 at 6%.
Ibex Wealth Advisors-6$250,453$68,802$11,467iApproximate average salary by contribution assumption: employee only about $286,675 at 4% or $191,117 at 6%; with 50% employer match about $191,117 at 4% or $127,411 at 6%; with 100% employer match about $143,338 at 4% or $95,558 at 6%.
202315$328,704$63,448$12,690iApproximate average salary by contribution assumption: employee only about $317,240 at 4% or $211,493 at 6%; with 50% employer match about $211,493 at 4% or $140,996 at 6%; with 100% employer match about $158,620 at 4% or $105,747 at 6%.
Ibex Wealth Advisors-5$328,704$63,448$12,690iApproximate average salary by contribution assumption: employee only about $317,240 at 4% or $211,493 at 6%; with 50% employer match about $211,493 at 4% or $140,996 at 6%; with 100% employer match about $158,620 at 4% or $105,747 at 6%.
202214$219,618$29,860$7,465iApproximate average salary by contribution assumption: employee only about $186,625 at 4% or $124,417 at 6%; with 50% employer match about $124,417 at 4% or $82,944 at 6%; with 100% employer match about $93,313 at 4% or $62,208 at 6%.
Ibex Wealth Advisors-4$219,618$29,860$7,465iApproximate average salary by contribution assumption: employee only about $186,625 at 4% or $124,417 at 6%; with 50% employer match about $124,417 at 4% or $82,944 at 6%; with 100% employer match about $93,313 at 4% or $62,208 at 6%.
202113$221,944$24,661$8,220iApproximate average salary by contribution assumption: employee only about $205,508 at 4% or $137,006 at 6%; with 50% employer match about $137,006 at 4% or $91,337 at 6%; with 100% employer match about $102,754 at 4% or $68,503 at 6%.
Ibex Wealth Advisors-3$221,944$24,661$8,220iApproximate average salary by contribution assumption: employee only about $205,508 at 4% or $137,006 at 6%; with 50% employer match about $137,006 at 4% or $91,337 at 6%; with 100% employer match about $102,754 at 4% or $68,503 at 6%.
202013$168,536$20,539$6,846iApproximate average salary by contribution assumption: employee only about $171,158 at 4% or $114,106 at 6%; with 50% employer match about $114,106 at 4% or $76,070 at 6%; with 100% employer match about $85,579 at 4% or $57,053 at 6%.
Ibex Wealth Advisors-3$168,536$20,539$6,846iApproximate average salary by contribution assumption: employee only about $171,158 at 4% or $114,106 at 6%; with 50% employer match about $114,106 at 4% or $76,070 at 6%; with 100% employer match about $85,579 at 4% or $57,053 at 6%.
201912$126,457$14,799$7,400iApproximate average salary by contribution assumption: employee only about $184,988 at 4% or $123,325 at 6%; with 50% employer match about $123,325 at 4% or $82,217 at 6%; with 100% employer match about $92,494 at 4% or $61,663 at 6%.
Ibex Wealth Advisors-2$126,457$14,799$7,400iApproximate average salary by contribution assumption: employee only about $184,988 at 4% or $123,325 at 6%; with 50% employer match about $123,325 at 4% or $82,217 at 6%; with 100% employer match about $92,494 at 4% or $61,663 at 6%.
201812$83,760$16,584$8,292iApproximate average salary by contribution assumption: employee only about $207,300 at 4% or $138,200 at 6%; with 50% employer match about $138,200 at 4% or $92,133 at 6%; with 100% employer match about $103,650 at 4% or $69,100 at 6%.
Ibex Wealth Advisors-2$83,760$16,584$8,292iApproximate average salary by contribution assumption: employee only about $207,300 at 4% or $138,200 at 6%; with 50% employer match about $138,200 at 4% or $92,133 at 6%; with 100% employer match about $103,650 at 4% or $69,100 at 6%.
201712$75,441$45,203$22,602iApproximate average salary by contribution assumption: employee only about $565,038 at 4% or $376,692 at 6%; with 50% employer match about $376,692 at 4% or $251,128 at 6%; with 100% employer match about $282,519 at 4% or $188,346 at 6%.
Ibex Wealth Advisors-2$75,441$45,203$22,602iApproximate average salary by contribution assumption: employee only about $565,038 at 4% or $376,692 at 6%; with 50% employer match about $376,692 at 4% or $251,128 at 6%; with 100% employer match about $282,519 at 4% or $188,346 at 6%.
201612$24,714$13,258$6,629iApproximate average salary by contribution assumption: employee only about $165,725 at 4% or $110,483 at 6%; with 50% employer match about $110,483 at 4% or $73,656 at 6%; with 100% employer match about $82,863 at 4% or $55,242 at 6%.
Ibex Wealth Advisors-2$24,714$13,258$6,629iApproximate average salary by contribution assumption: employee only about $165,725 at 4% or $110,483 at 6%; with 50% employer match about $110,483 at 4% or $73,656 at 6%; with 100% employer match about $82,863 at 4% or $55,242 at 6%.
201512$9,426$9,792$4,896iApproximate average salary by contribution assumption: employee only about $122,400 at 4% or $81,600 at 6%; with 50% employer match about $81,600 at 4% or $54,400 at 6%; with 100% employer match about $61,200 at 4% or $40,800 at 6%.
Ibex Wealth Advisors-2$9,426$9,792$4,896iApproximate average salary by contribution assumption: employee only about $122,400 at 4% or $81,600 at 6%; with 50% employer match about $81,600 at 4% or $54,400 at 6%; with 100% employer match about $61,200 at 4% or $40,800 at 6%.