Insurance & Financial Services Ltd
Plan context: Insurance & Financial Services Ltd. 401K Profit Sharing Plan
EIN 51-0023620 • 3 filings • 2 plans
Current Snapshot
Latest Year
2001
2001 Participants
27
2001 Assets
$2,736,897
2001 Contributions
$99,998
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 27 | $2,736,897 | $99,998 | $3,704iApproximate average salary by contribution assumption: employee only about $92,591 at 4% or $61,727 at 6%; with 50% employer match about $61,727 at 4% or $41,151 at 6%; with 100% employer match about $46,295 at 4% or $30,864 at 6%. |
| Insurance & Financial Services Ltd. 401K Profit Sharing Plan | - | 27 | $2,736,897 | $99,998 | $3,704iApproximate average salary by contribution assumption: employee only about $92,591 at 4% or $61,727 at 6%; with 50% employer match about $61,727 at 4% or $41,151 at 6%; with 100% employer match about $46,295 at 4% or $30,864 at 6%. |
| 2000 | 1 | 23 | $2,770,725 | $86,191 | $3,747iApproximate average salary by contribution assumption: employee only about $93,686 at 4% or $62,457 at 6%; with 50% employer match about $62,457 at 4% or $41,638 at 6%; with 100% employer match about $46,843 at 4% or $31,229 at 6%. |
| Insurance & Financial Services Ltd. 401K Profit Sharing Plan | - | 23 | $2,770,725 | $86,191 | $3,747iApproximate average salary by contribution assumption: employee only about $93,686 at 4% or $62,457 at 6%; with 50% employer match about $62,457 at 4% or $41,638 at 6%; with 100% employer match about $46,843 at 4% or $31,229 at 6%. |
| 1999 | 1 | 28 | $2,629,767 | $90,860 | $3,245iApproximate average salary by contribution assumption: employee only about $81,125 at 4% or $54,083 at 6%; with 50% employer match about $54,083 at 4% or $36,056 at 6%; with 100% employer match about $40,563 at 4% or $27,042 at 6%. |
| Insurance & Financial Services Ltd. 401K Profit Sharing Plan | - | 28 | $2,629,767 | $90,860 | $3,245iApproximate average salary by contribution assumption: employee only about $81,125 at 4% or $54,083 at 6%; with 50% employer match about $54,083 at 4% or $36,056 at 6%; with 100% employer match about $40,563 at 4% or $27,042 at 6%. |