Civic Intelligence

Integrated Financial Services LLC

Plan context: Integrated Financial Services LLC Profit Sharing 401K Plan

EIN 47-5074692 • Chesterfield, MO • 10 filings • 1 plans

14026 Clairette LnChesterfield, MO 63017
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,578,161

2024 Contributions

$50,334

Historical Graphs

Total Assets Over Time

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

$2,827,941$1,413,971$0201520202024YearValue
$1,578,161Latest year 2024

Participants Over Time

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

950201520202024YearValue
6Latest 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
202416$1,578,161$50,334$8,389iApproximate average salary by contribution assumption: employee only about $209,725 at 4% or $139,817 at 6%; with 50% employer match about $139,817 at 4% or $93,211 at 6%; with 100% employer match about $104,863 at 4% or $69,908 at 6%.
Integrated Financial Services LLC Profit Sharing 401K Plan-6$1,578,161$50,334$8,389iApproximate average salary by contribution assumption: employee only about $209,725 at 4% or $139,817 at 6%; with 50% employer match about $139,817 at 4% or $93,211 at 6%; with 100% employer match about $104,863 at 4% or $69,908 at 6%.
202316$1,814,870$88,160$14,693iApproximate average salary by contribution assumption: employee only about $367,333 at 4% or $244,889 at 6%; with 50% employer match about $244,889 at 4% or $163,259 at 6%; with 100% employer match about $183,667 at 4% or $122,444 at 6%.
Integrated Financial Services LLC Profit Sharing 401K Plan-6$1,814,870$88,160$14,693iApproximate average salary by contribution assumption: employee only about $367,333 at 4% or $244,889 at 6%; with 50% employer match about $244,889 at 4% or $163,259 at 6%; with 100% employer match about $183,667 at 4% or $122,444 at 6%.
202216$1,599,017$82,354$13,726iApproximate average salary by contribution assumption: employee only about $343,142 at 4% or $228,761 at 6%; with 50% employer match about $228,761 at 4% or $152,507 at 6%; with 100% employer match about $171,571 at 4% or $114,381 at 6%.
Integrated Financial Services LLC Profit Sharing 401K Plan-6$1,599,017$82,354$13,726iApproximate average salary by contribution assumption: employee only about $343,142 at 4% or $228,761 at 6%; with 50% employer match about $228,761 at 4% or $152,507 at 6%; with 100% employer match about $171,571 at 4% or $114,381 at 6%.
202116$1,667,213$336,895$56,149iApproximate average salary by contribution assumption: employee only about $1,403,729 at 4% or $935,819 at 6%; with 50% employer match about $935,819 at 4% or $623,880 at 6%; with 100% employer match about $701,865 at 4% or $467,910 at 6%.
Integrated Financial Services LLC Profit Sharing 401K Plan-6$1,667,213$336,895$56,149iApproximate average salary by contribution assumption: employee only about $1,403,729 at 4% or $935,819 at 6%; with 50% employer match about $935,819 at 4% or $623,880 at 6%; with 100% employer match about $701,865 at 4% or $467,910 at 6%.
202016$1,361,249$78,860$13,143iApproximate average salary by contribution assumption: employee only about $328,583 at 4% or $219,056 at 6%; with 50% employer match about $219,056 at 4% or $146,037 at 6%; with 100% employer match about $164,292 at 4% or $109,528 at 6%.
Integrated Financial Services LLC Profit Sharing 401K Plan-6$1,361,249$78,860$13,143iApproximate average salary by contribution assumption: employee only about $328,583 at 4% or $219,056 at 6%; with 50% employer match about $219,056 at 4% or $146,037 at 6%; with 100% employer match about $164,292 at 4% or $109,528 at 6%.
201916$1,226,290$72,674$12,112iApproximate average salary by contribution assumption: employee only about $302,808 at 4% or $201,872 at 6%; with 50% employer match about $201,872 at 4% or $134,581 at 6%; with 100% employer match about $151,404 at 4% or $100,936 at 6%.
Integrated Financial Services LLC Profit Sharing 401K Plan-6$1,226,290$72,674$12,112iApproximate average salary by contribution assumption: employee only about $302,808 at 4% or $201,872 at 6%; with 50% employer match about $201,872 at 4% or $134,581 at 6%; with 100% employer match about $151,404 at 4% or $100,936 at 6%.
201815$1,067,001$40,487$8,097iApproximate average salary by contribution assumption: employee only about $202,435 at 4% or $134,957 at 6%; with 50% employer match about $134,957 at 4% or $89,971 at 6%; with 100% employer match about $101,218 at 4% or $67,478 at 6%.
Integrated Financial Services LLC Profit Sharing 401K Plan-5$1,067,001$40,487$8,097iApproximate average salary by contribution assumption: employee only about $202,435 at 4% or $134,957 at 6%; with 50% employer match about $134,957 at 4% or $89,971 at 6%; with 100% employer match about $101,218 at 4% or $67,478 at 6%.
201717$1,127,391$42,116$6,017iApproximate average salary by contribution assumption: employee only about $150,414 at 4% or $100,276 at 6%; with 50% employer match about $100,276 at 4% or $66,851 at 6%; with 100% employer match about $75,207 at 4% or $50,138 at 6%.
Integrated Financial Services LLC Profit Sharing 401K Plan-7$1,127,391$42,116$6,017iApproximate average salary by contribution assumption: employee only about $150,414 at 4% or $100,276 at 6%; with 50% employer match about $100,276 at 4% or $66,851 at 6%; with 100% employer match about $75,207 at 4% or $50,138 at 6%.
201617$1,060,910$42,705$6,101iApproximate average salary by contribution assumption: employee only about $152,518 at 4% or $101,679 at 6%; with 50% employer match about $101,679 at 4% or $67,786 at 6%; with 100% employer match about $76,259 at 4% or $50,839 at 6%.
Integrated Financial Services LLC Profit Sharing 401K Plan-7$1,060,910$42,705$6,101iApproximate average salary by contribution assumption: employee only about $152,518 at 4% or $101,679 at 6%; with 50% employer match about $101,679 at 4% or $67,786 at 6%; with 100% employer match about $76,259 at 4% or $50,839 at 6%.
201519$2,827,941$67,398$7,489iApproximate average salary by contribution assumption: employee only about $187,217 at 4% or $124,811 at 6%; with 50% employer match about $124,811 at 4% or $83,207 at 6%; with 100% employer match about $93,608 at 4% or $62,406 at 6%.
Integrated Financial Services LLC Profit Sharing 401K Plan-9$2,827,941$67,398$7,489iApproximate average salary by contribution assumption: employee only about $187,217 at 4% or $124,811 at 6%; with 50% employer match about $124,811 at 4% or $83,207 at 6%; with 100% employer match about $93,608 at 4% or $62,406 at 6%.