Civic Intelligence

Integrated Financial Concepts LLC

Plan context: Integrated Financial Concepts LLC 401(K) Retirement Savings Plan

EIN 47-2035435 • Red Bank, NJ • 6 filings • 1 plans

200 Schulz Drive, Suite 125Red Bank, NJ 07701
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,264,017

2025 Contributions

$388,053

Historical Graphs

Total Assets Over Time

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

$1,264,017$632,009$0202020232025YearValue
$1,264,017Latest year 2025

Participants Over Time

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

1790202020232025YearValue
12Latest 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
2025112$1,264,017$388,053$32,338iApproximate average salary by contribution assumption: employee only about $808,444 at 4% or $538,963 at 6%; with 50% employer match about $538,963 at 4% or $359,308 at 6%; with 100% employer match about $404,222 at 4% or $269,481 at 6%.
Integrated Financial Concepts LLC 401(K) Retirement Savings Plan-12$1,264,017$388,053$32,338iApproximate average salary by contribution assumption: employee only about $808,444 at 4% or $538,963 at 6%; with 50% employer match about $538,963 at 4% or $359,308 at 6%; with 100% employer match about $404,222 at 4% or $269,481 at 6%.
2024110$769,124$84,258$8,426iApproximate average salary by contribution assumption: employee only about $210,645 at 4% or $140,430 at 6%; with 50% employer match about $140,430 at 4% or $93,620 at 6%; with 100% employer match about $105,322 at 4% or $70,215 at 6%.
Integrated Financial Concepts LLC 401(K) Retirement Savings Plan-10$769,124$84,258$8,426iApproximate average salary by contribution assumption: employee only about $210,645 at 4% or $140,430 at 6%; with 50% employer match about $140,430 at 4% or $93,620 at 6%; with 100% employer match about $105,322 at 4% or $70,215 at 6%.
2023112$690,449$86,664$7,222iApproximate average salary by contribution assumption: employee only about $180,550 at 4% or $120,367 at 6%; with 50% employer match about $120,367 at 4% or $80,244 at 6%; with 100% employer match about $90,275 at 4% or $60,183 at 6%.
Integrated Financial Concepts LLC 401(K) Retirement Savings Plan-12$690,449$86,664$7,222iApproximate average salary by contribution assumption: employee only about $180,550 at 4% or $120,367 at 6%; with 50% employer match about $120,367 at 4% or $80,244 at 6%; with 100% employer match about $90,275 at 4% or $60,183 at 6%.
2022112$505,344$82,890$6,908iApproximate average salary by contribution assumption: employee only about $172,688 at 4% or $115,125 at 6%; with 50% employer match about $115,125 at 4% or $76,750 at 6%; with 100% employer match about $86,344 at 4% or $57,563 at 6%.
Integrated Financial Concepts LLC 401(K) Retirement Savings Plan-12$505,344$82,890$6,908iApproximate average salary by contribution assumption: employee only about $172,688 at 4% or $115,125 at 6%; with 50% employer match about $115,125 at 4% or $76,750 at 6%; with 100% employer match about $86,344 at 4% or $57,563 at 6%.
2021117$640,489$108,311$6,371iApproximate average salary by contribution assumption: employee only about $159,281 at 4% or $106,187 at 6%; with 50% employer match about $106,187 at 4% or $70,792 at 6%; with 100% employer match about $79,640 at 4% or $53,094 at 6%.
Integrated Financial Concepts LLC 401(K) Retirement Savings Plan-17$640,489$108,311$6,371iApproximate average salary by contribution assumption: employee only about $159,281 at 4% or $106,187 at 6%; with 50% employer match about $106,187 at 4% or $70,792 at 6%; with 100% employer match about $79,640 at 4% or $53,094 at 6%.
2020115$471,130$60,291$4,019iApproximate average salary by contribution assumption: employee only about $100,485 at 4% or $66,990 at 6%; with 50% employer match about $66,990 at 4% or $44,660 at 6%; with 100% employer match about $50,243 at 4% or $33,495 at 6%.
Integrated Financial Concepts LLC 401(K) Retirement Savings Plan-15$471,130$60,291$4,019iApproximate average salary by contribution assumption: employee only about $100,485 at 4% or $66,990 at 6%; with 50% employer match about $66,990 at 4% or $44,660 at 6%; with 100% employer match about $50,243 at 4% or $33,495 at 6%.