Civic Intelligence

Index Fund Advisors Inc.

Plan context: Index Fund Advisors Inc. 401(K) Profit Sharing Plan

EIN 46-3096907 • Irvine, CA • 12 filings • 1 plans

19200 Von Karman Ave Ste 150Irvine, CA 92612
Current Snapshot

Latest Year

2024

2024 Participants

70

2024 Assets

$17,517,766

2024 Contributions

$2,086,515

Historical Graphs

Total Assets Over Time

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

$17,517,766$8,758,883$0201320192024YearValue
$17,517,766Latest year 2024

Participants Over Time

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

70350201320192024YearValue
70Latest 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
2024170$17,517,766$2,086,515$29,807iApproximate average salary by contribution assumption: employee only about $745,184 at 4% or $496,789 at 6%; with 50% employer match about $496,789 at 4% or $331,193 at 6%; with 100% employer match about $372,592 at 4% or $248,395 at 6%.
Index Fund Advisors Inc. 401(K) Profit Sharing Plan-70$17,517,766$2,086,515$29,807iApproximate average salary by contribution assumption: employee only about $745,184 at 4% or $496,789 at 6%; with 50% employer match about $496,789 at 4% or $331,193 at 6%; with 100% employer match about $372,592 at 4% or $248,395 at 6%.
2023157$15,214,097$1,659,758$29,119iApproximate average salary by contribution assumption: employee only about $727,964 at 4% or $485,309 at 6%; with 50% employer match about $485,309 at 4% or $323,540 at 6%; with 100% employer match about $363,982 at 4% or $242,655 at 6%.
Index Fund Advisors Inc. 401(K) Profit Sharing Plan-57$15,214,097$1,659,758$29,119iApproximate average salary by contribution assumption: employee only about $727,964 at 4% or $485,309 at 6%; with 50% employer match about $485,309 at 4% or $323,540 at 6%; with 100% employer match about $363,982 at 4% or $242,655 at 6%.
2022156$11,560,826$1,079,590$19,278iApproximate average salary by contribution assumption: employee only about $481,960 at 4% or $321,307 at 6%; with 50% employer match about $321,307 at 4% or $214,204 at 6%; with 100% employer match about $240,980 at 4% or $160,653 at 6%.
Index Fund Advisors Inc. 401(K) Profit Sharing Plan-56$11,560,826$1,079,590$19,278iApproximate average salary by contribution assumption: employee only about $481,960 at 4% or $321,307 at 6%; with 50% employer match about $321,307 at 4% or $214,204 at 6%; with 100% employer match about $240,980 at 4% or $160,653 at 6%.
2021147$12,290,450$1,021,901$21,743iApproximate average salary by contribution assumption: employee only about $543,564 at 4% or $362,376 at 6%; with 50% employer match about $362,376 at 4% or $241,584 at 6%; with 100% employer match about $271,782 at 4% or $181,188 at 6%.
Index Fund Advisors Inc. 401(K) Profit Sharing Plan-47$12,290,450$1,021,901$21,743iApproximate average salary by contribution assumption: employee only about $543,564 at 4% or $362,376 at 6%; with 50% employer match about $362,376 at 4% or $241,584 at 6%; with 100% employer match about $271,782 at 4% or $181,188 at 6%.
2020144$10,654,591$723,289$16,438iApproximate average salary by contribution assumption: employee only about $410,960 at 4% or $273,973 at 6%; with 50% employer match about $273,973 at 4% or $182,649 at 6%; with 100% employer match about $205,480 at 4% or $136,987 at 6%.
Index Fund Advisors Inc. 401(K) Profit Sharing Plan-44$10,654,591$723,289$16,438iApproximate average salary by contribution assumption: employee only about $410,960 at 4% or $273,973 at 6%; with 50% employer match about $273,973 at 4% or $182,649 at 6%; with 100% employer match about $205,480 at 4% or $136,987 at 6%.
2019147$9,148,020$1,100,192$23,408iApproximate average salary by contribution assumption: employee only about $585,209 at 4% or $390,139 at 6%; with 50% employer match about $390,139 at 4% or $260,093 at 6%; with 100% employer match about $292,604 at 4% or $195,070 at 6%.
Index Fund Advisors Inc. 401(K) Profit Sharing Plan-47$9,148,020$1,100,192$23,408iApproximate average salary by contribution assumption: employee only about $585,209 at 4% or $390,139 at 6%; with 50% employer match about $390,139 at 4% or $260,093 at 6%; with 100% employer match about $292,604 at 4% or $195,070 at 6%.
2018145$7,009,267$941,505$20,922iApproximate average salary by contribution assumption: employee only about $523,058 at 4% or $348,706 at 6%; with 50% employer match about $348,706 at 4% or $232,470 at 6%; with 100% employer match about $261,529 at 4% or $174,353 at 6%.
Index Fund Advisors Inc. 401(K) Profit Sharing Plan-45$7,009,267$941,505$20,922iApproximate average salary by contribution assumption: employee only about $523,058 at 4% or $348,706 at 6%; with 50% employer match about $348,706 at 4% or $232,470 at 6%; with 100% employer match about $261,529 at 4% or $174,353 at 6%.
2017139$7,073,208$660,886$16,946iApproximate average salary by contribution assumption: employee only about $423,645 at 4% or $282,430 at 6%; with 50% employer match about $282,430 at 4% or $188,287 at 6%; with 100% employer match about $211,822 at 4% or $141,215 at 6%.
Index Fund Advisors Inc. 401(K) Profit Sharing Plan-39$7,073,208$660,886$16,946iApproximate average salary by contribution assumption: employee only about $423,645 at 4% or $282,430 at 6%; with 50% employer match about $282,430 at 4% or $188,287 at 6%; with 100% employer match about $211,822 at 4% or $141,215 at 6%.
2016141$5,557,667$1,051,093$25,636iApproximate average salary by contribution assumption: employee only about $640,910 at 4% or $427,274 at 6%; with 50% employer match about $427,274 at 4% or $284,849 at 6%; with 100% employer match about $320,455 at 4% or $213,637 at 6%.
Index Fund Advisors Inc. 401(K) Profit Sharing Plan-41$5,557,667$1,051,093$25,636iApproximate average salary by contribution assumption: employee only about $640,910 at 4% or $427,274 at 6%; with 50% employer match about $427,274 at 4% or $284,849 at 6%; with 100% employer match about $320,455 at 4% or $213,637 at 6%.
2015141$3,964,292$1,111,063$27,099iApproximate average salary by contribution assumption: employee only about $677,477 at 4% or $451,652 at 6%; with 50% employer match about $451,652 at 4% or $301,101 at 6%; with 100% employer match about $338,739 at 4% or $225,826 at 6%.
Index Fund Advisors Inc. 401(K) Profit Sharing Plan-41$3,964,292$1,111,063$27,099iApproximate average salary by contribution assumption: employee only about $677,477 at 4% or $451,652 at 6%; with 50% employer match about $451,652 at 4% or $301,101 at 6%; with 100% employer match about $338,739 at 4% or $225,826 at 6%.
2014138$3,361,137$632,124$16,635iApproximate average salary by contribution assumption: employee only about $415,871 at 4% or $277,247 at 6%; with 50% employer match about $277,247 at 4% or $184,832 at 6%; with 100% employer match about $207,936 at 4% or $138,624 at 6%.
Index Fund Advisors Inc. 401(K) Profit Sharing Plan-38$3,361,137$632,124$16,635iApproximate average salary by contribution assumption: employee only about $415,871 at 4% or $277,247 at 6%; with 50% employer match about $277,247 at 4% or $184,832 at 6%; with 100% employer match about $207,936 at 4% or $138,624 at 6%.
2013137$2,694,822$366,606$9,908iApproximate average salary by contribution assumption: employee only about $247,707 at 4% or $165,138 at 6%; with 50% employer match about $165,138 at 4% or $110,092 at 6%; with 100% employer match about $123,853 at 4% or $82,569 at 6%.
Index Fund Advisors Inc. 401(K) Profit Sharing Plan-37$2,694,822$366,606$9,908iApproximate average salary by contribution assumption: employee only about $247,707 at 4% or $165,138 at 6%; with 50% employer match about $165,138 at 4% or $110,092 at 6%; with 100% employer match about $123,853 at 4% or $82,569 at 6%.
Index Fund Advisors Inc. | EIN 46-3096907 | 2024 Form 5500 Company Profile