Civic Intelligence

Intersouth Advisors Inc.

Plan context: Intersouth Advisors Inc. 401K Plan

EIN 56-1481314 • Durham, NC • 21 filings • 4 plans

4711 Hope Valley Rd Ste 4f-632Durham, NC 27707
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$2,379,928

2018 Contributions

$84,170

Historical Graphs

Total Assets Over Time

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

$3,016,926$1,508,463$0199920102018YearValue
$2,379,928Latest year 2018

Participants Over Time

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

1790199920092018YearValue
7Latest year 2018

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
201827$2,379,928$84,170$12,024iApproximate average salary by contribution assumption: employee only about $300,607 at 4% or $200,405 at 6%; with 50% employer match about $200,405 at 4% or $133,603 at 6%; with 100% employer match about $150,304 at 4% or $100,202 at 6%.
Intersouth Advisors Inc. 401K Plan-7$2,379,928$84,170$12,024iApproximate average salary by contribution assumption: employee only about $300,607 at 4% or $200,405 at 6%; with 50% employer match about $200,405 at 4% or $133,603 at 6%; with 100% employer match about $150,304 at 4% or $100,202 at 6%.
Intersouth Advisors Inc. 401K Plan-0$0--
201717$2,491,203$86,484$12,355iApproximate average salary by contribution assumption: employee only about $308,871 at 4% or $205,914 at 6%; with 50% employer match about $205,914 at 4% or $137,276 at 6%; with 100% employer match about $154,436 at 4% or $102,957 at 6%.
Intersouth Advisors Inc. 401K Plan-7$2,491,203$86,484$12,355iApproximate average salary by contribution assumption: employee only about $308,871 at 4% or $205,914 at 6%; with 50% employer match about $205,914 at 4% or $137,276 at 6%; with 100% employer match about $154,436 at 4% or $102,957 at 6%.
201618$2,145,319$88,948$11,119iApproximate average salary by contribution assumption: employee only about $277,963 at 4% or $185,308 at 6%; with 50% employer match about $185,308 at 4% or $123,539 at 6%; with 100% employer match about $138,981 at 4% or $92,654 at 6%.
Intersouth Advisors Inc. 401K Plan-8$2,145,319$88,948$11,119iApproximate average salary by contribution assumption: employee only about $277,963 at 4% or $185,308 at 6%; with 50% employer match about $185,308 at 4% or $123,539 at 6%; with 100% employer match about $138,981 at 4% or $92,654 at 6%.
201519$2,449,757$99,205$11,023iApproximate average salary by contribution assumption: employee only about $275,569 at 4% or $183,713 at 6%; with 50% employer match about $183,713 at 4% or $122,475 at 6%; with 100% employer match about $137,785 at 4% or $91,856 at 6%.
Intersouth Advisors Inc. 401K Plan-9$2,449,757$99,205$11,023iApproximate average salary by contribution assumption: employee only about $275,569 at 4% or $183,713 at 6%; with 50% employer match about $183,713 at 4% or $122,475 at 6%; with 100% employer match about $137,785 at 4% or $91,856 at 6%.
2014111$2,798,277$138,395$12,581iApproximate average salary by contribution assumption: employee only about $314,534 at 4% or $209,689 at 6%; with 50% employer match about $209,689 at 4% or $139,793 at 6%; with 100% employer match about $157,267 at 4% or $104,845 at 6%.
Intersouth Advisors Inc. 401K Plan-11$2,798,277$138,395$12,581iApproximate average salary by contribution assumption: employee only about $314,534 at 4% or $209,689 at 6%; with 50% employer match about $209,689 at 4% or $139,793 at 6%; with 100% employer match about $157,267 at 4% or $104,845 at 6%.
2013113$3,016,926$211,530$16,272iApproximate average salary by contribution assumption: employee only about $406,788 at 4% or $271,192 at 6%; with 50% employer match about $271,192 at 4% or $180,795 at 6%; with 100% employer match about $203,394 at 4% or $135,596 at 6%.
Intersouth Advisors Inc. 401K Plan-13$3,016,926$211,530$16,272iApproximate average salary by contribution assumption: employee only about $406,788 at 4% or $271,192 at 6%; with 50% employer match about $271,192 at 4% or $180,795 at 6%; with 100% employer match about $203,394 at 4% or $135,596 at 6%.
2012114$2,584,235$295,262$21,090iApproximate average salary by contribution assumption: employee only about $527,254 at 4% or $351,502 at 6%; with 50% employer match about $351,502 at 4% or $234,335 at 6%; with 100% employer match about $263,627 at 4% or $175,751 at 6%.
Intersouth Advisors Inc. 401K Plan-14$2,584,235$295,262$21,090iApproximate average salary by contribution assumption: employee only about $527,254 at 4% or $351,502 at 6%; with 50% employer match about $351,502 at 4% or $234,335 at 6%; with 100% employer match about $263,627 at 4% or $175,751 at 6%.
2011114$2,048,465$268,424$19,173iApproximate average salary by contribution assumption: employee only about $479,329 at 4% or $319,552 at 6%; with 50% employer match about $319,552 at 4% or $213,035 at 6%; with 100% employer match about $239,664 at 4% or $159,776 at 6%.
Intersouth Advisors Inc. 401K Plan-14$2,048,465$268,424$19,173iApproximate average salary by contribution assumption: employee only about $479,329 at 4% or $319,552 at 6%; with 50% employer match about $319,552 at 4% or $213,035 at 6%; with 100% employer match about $239,664 at 4% or $159,776 at 6%.
2010114$2,052,233$277,563$19,826iApproximate average salary by contribution assumption: employee only about $495,648 at 4% or $330,432 at 6%; with 50% employer match about $330,432 at 4% or $220,288 at 6%; with 100% employer match about $247,824 at 4% or $165,216 at 6%.
Intersouth Advisors Inc. 401K Plan-14$2,052,233$277,563$19,826iApproximate average salary by contribution assumption: employee only about $495,648 at 4% or $330,432 at 6%; with 50% employer match about $330,432 at 4% or $220,288 at 6%; with 100% employer match about $247,824 at 4% or $165,216 at 6%.
2009115$1,960,932$325,335$21,689iApproximate average salary by contribution assumption: employee only about $542,225 at 4% or $361,483 at 6%; with 50% employer match about $361,483 at 4% or $240,989 at 6%; with 100% employer match about $271,113 at 4% or $180,742 at 6%.
Intersouth Advisors Inc. 401K Plan-15$1,960,932$325,335$21,689iApproximate average salary by contribution assumption: employee only about $542,225 at 4% or $361,483 at 6%; with 50% employer match about $361,483 at 4% or $240,989 at 6%; with 100% employer match about $271,113 at 4% or $180,742 at 6%.
2008115$1,499,822$353,561$23,571iApproximate average salary by contribution assumption: employee only about $589,268 at 4% or $392,846 at 6%; with 50% employer match about $392,846 at 4% or $261,897 at 6%; with 100% employer match about $294,634 at 4% or $196,423 at 6%.
Intersouth Advisors Inc. 401K Plan-15$1,499,822$353,561$23,571iApproximate average salary by contribution assumption: employee only about $589,268 at 4% or $392,846 at 6%; with 50% employer match about $392,846 at 4% or $261,897 at 6%; with 100% employer match about $294,634 at 4% or $196,423 at 6%.
2007115$1,791,945$342,276$22,818iApproximate average salary by contribution assumption: employee only about $570,460 at 4% or $380,307 at 6%; with 50% employer match about $380,307 at 4% or $253,538 at 6%; with 100% employer match about $285,230 at 4% or $190,153 at 6%.
Intersouth Advisors Inc. 401K Plan-15$1,791,945$342,276$22,818iApproximate average salary by contribution assumption: employee only about $570,460 at 4% or $380,307 at 6%; with 50% employer match about $380,307 at 4% or $253,538 at 6%; with 100% employer match about $285,230 at 4% or $190,153 at 6%.
2006117$1,480,199$425,045$25,003iApproximate average salary by contribution assumption: employee only about $625,066 at 4% or $416,711 at 6%; with 50% employer match about $416,711 at 4% or $277,807 at 6%; with 100% employer match about $312,533 at 4% or $208,355 at 6%.
Intersouth Advisors Inc. 401K Plan-17$1,480,199$425,045$25,003iApproximate average salary by contribution assumption: employee only about $625,066 at 4% or $416,711 at 6%; with 50% employer match about $416,711 at 4% or $277,807 at 6%; with 100% employer match about $312,533 at 4% or $208,355 at 6%.
2005116$945,550$238,671$14,917iApproximate average salary by contribution assumption: employee only about $372,923 at 4% or $248,616 at 6%; with 50% employer match about $248,616 at 4% or $165,744 at 6%; with 100% employer match about $186,462 at 4% or $124,308 at 6%.
Intersouth Advisors Inc. 401K Plan-16$945,550$238,671$14,917iApproximate average salary by contribution assumption: employee only about $372,923 at 4% or $248,616 at 6%; with 50% employer match about $248,616 at 4% or $165,744 at 6%; with 100% employer match about $186,462 at 4% or $124,308 at 6%.
2004112$697,762$139,843$11,654iApproximate average salary by contribution assumption: employee only about $291,340 at 4% or $194,226 at 6%; with 50% employer match about $194,226 at 4% or $129,484 at 6%; with 100% employer match about $145,670 at 4% or $97,113 at 6%.
Intersouth Advisors Inc. 401K Plan-12$697,762$139,843$11,654iApproximate average salary by contribution assumption: employee only about $291,340 at 4% or $194,226 at 6%; with 50% employer match about $194,226 at 4% or $129,484 at 6%; with 100% employer match about $145,670 at 4% or $97,113 at 6%.
200319$559,473$119,802$13,311iApproximate average salary by contribution assumption: employee only about $332,783 at 4% or $221,856 at 6%; with 50% employer match about $221,856 at 4% or $147,904 at 6%; with 100% employer match about $166,392 at 4% or $110,928 at 6%.
Intersouth Advisors Inc. 401K Plan-9$559,473$119,802$13,311iApproximate average salary by contribution assumption: employee only about $332,783 at 4% or $221,856 at 6%; with 50% employer match about $221,856 at 4% or $147,904 at 6%; with 100% employer match about $166,392 at 4% or $110,928 at 6%.
2002111$0$0-
Intersouth Advisors Inc. 401K Plan-11---
2001110$0$0-
Intersouth Advisors Inc. 401K Plan-10---
200018$232,600$102,416$12,802iApproximate average salary by contribution assumption: employee only about $320,050 at 4% or $213,367 at 6%; with 50% employer match about $213,367 at 4% or $142,244 at 6%; with 100% employer match about $160,025 at 4% or $106,683 at 6%.
Intersouth Advisors Inc. 401K Plan-8$232,600$102,416$12,802iApproximate average salary by contribution assumption: employee only about $320,050 at 4% or $213,367 at 6%; with 50% employer match about $213,367 at 4% or $142,244 at 6%; with 100% employer match about $160,025 at 4% or $106,683 at 6%.
199913$172,335$144,010$48,003iApproximate average salary by contribution assumption: employee only about $1,200,083 at 4% or $800,056 at 6%; with 50% employer match about $800,056 at 4% or $533,370 at 6%; with 100% employer match about $600,042 at 4% or $400,028 at 6%.
Intersouth Advisors Inc. 401K Plan-3$172,335$144,010$48,003iApproximate average salary by contribution assumption: employee only about $1,200,083 at 4% or $800,056 at 6%; with 50% employer match about $800,056 at 4% or $533,370 at 6%; with 100% employer match about $600,042 at 4% or $400,028 at 6%.
Intersouth Advisors Inc. | EIN 56-1481314 | 2018 Form 5500 Company Profile