Independent Benefit Advisors Inc.
Plan context: Independent Benefit Advisors Inc. Employees' Profit Sharing Plan
EIN 57-1219889 • Apex, NC • 12 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
11
2022 Assets
$2,410,807
2022 Contributions
$93,365
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Independent Benefit Advisors Inc. Employees' Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2021 | 1 | 11 | $2,410,807 | $93,365 | $8,488iApproximate average salary by contribution assumption: employee only about $212,193 at 4% or $141,462 at 6%; with 50% employer match about $141,462 at 4% or $94,308 at 6%; with 100% employer match about $106,097 at 4% or $70,731 at 6%. |
| Independent Benefit Advisors Inc. Employees' Profit Sharing Plan | - | 11 | $2,410,807 | $93,365 | $8,488iApproximate average salary by contribution assumption: employee only about $212,193 at 4% or $141,462 at 6%; with 50% employer match about $141,462 at 4% or $94,308 at 6%; with 100% employer match about $106,097 at 4% or $70,731 at 6%. |
| 2020 | 1 | 11 | $2,100,534 | $164,025 | $14,911iApproximate average salary by contribution assumption: employee only about $372,784 at 4% or $248,523 at 6%; with 50% employer match about $248,523 at 4% or $165,682 at 6%; with 100% employer match about $186,392 at 4% or $124,261 at 6%. |
| Independent Benefit Advisors Inc. Employees' Profit Sharing Plan | - | 11 | $2,100,534 | $164,025 | $14,911iApproximate average salary by contribution assumption: employee only about $372,784 at 4% or $248,523 at 6%; with 50% employer match about $248,523 at 4% or $165,682 at 6%; with 100% employer match about $186,392 at 4% or $124,261 at 6%. |
| 2019 | 1 | 10 | $1,699,185 | $200,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Independent Benefit Advisors Inc. Employees' Profit Sharing Plan | - | 10 | $1,699,185 | $200,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2018 | 1 | 9 | $1,264,878 | $190,775 | $21,197iApproximate average salary by contribution assumption: employee only about $529,931 at 4% or $353,287 at 6%; with 50% employer match about $353,287 at 4% or $235,525 at 6%; with 100% employer match about $264,965 at 4% or $176,644 at 6%. |
| Independent Benefit Advisors Inc. Employees' Profit Sharing Plan | - | 9 | $1,264,878 | $190,775 | $21,197iApproximate average salary by contribution assumption: employee only about $529,931 at 4% or $353,287 at 6%; with 50% employer match about $353,287 at 4% or $235,525 at 6%; with 100% employer match about $264,965 at 4% or $176,644 at 6%. |
| 2017 | 1 | 9 | $1,146,119 | $173,405 | $19,267iApproximate average salary by contribution assumption: employee only about $481,681 at 4% or $321,120 at 6%; with 50% employer match about $321,120 at 4% or $214,080 at 6%; with 100% employer match about $240,840 at 4% or $160,560 at 6%. |
| Independent Benefit Advisors Inc. Employees' Profit Sharing Plan | - | 9 | $1,146,119 | $173,405 | $19,267iApproximate average salary by contribution assumption: employee only about $481,681 at 4% or $321,120 at 6%; with 50% employer match about $321,120 at 4% or $214,080 at 6%; with 100% employer match about $240,840 at 4% or $160,560 at 6%. |
| 2016 | 1 | 7 | $839,397 | $181,243 | $25,892iApproximate average salary by contribution assumption: employee only about $647,296 at 4% or $431,531 at 6%; with 50% employer match about $431,531 at 4% or $287,687 at 6%; with 100% employer match about $323,648 at 4% or $215,765 at 6%. |
| Independent Benefit Advisors Inc. Employees' Profit Sharing Plan | - | 7 | $839,397 | $181,243 | $25,892iApproximate average salary by contribution assumption: employee only about $647,296 at 4% or $431,531 at 6%; with 50% employer match about $431,531 at 4% or $287,687 at 6%; with 100% employer match about $323,648 at 4% or $215,765 at 6%. |
| 2015 | 1 | 7 | $609,692 | $149,455 | $21,351iApproximate average salary by contribution assumption: employee only about $533,768 at 4% or $355,845 at 6%; with 50% employer match about $355,845 at 4% or $237,230 at 6%; with 100% employer match about $266,884 at 4% or $177,923 at 6%. |
| Independent Benefit Advisors Inc. Employees' Profit Sharing Plan | - | 7 | $609,692 | $149,455 | $21,351iApproximate average salary by contribution assumption: employee only about $533,768 at 4% or $355,845 at 6%; with 50% employer match about $355,845 at 4% or $237,230 at 6%; with 100% employer match about $266,884 at 4% or $177,923 at 6%. |
| 2014 | 1 | 6 | $475,660 | $123,375 | $20,563iApproximate average salary by contribution assumption: employee only about $514,063 at 4% or $342,708 at 6%; with 50% employer match about $342,708 at 4% or $228,472 at 6%; with 100% employer match about $257,031 at 4% or $171,354 at 6%. |
| Independent Benefit Advisors Inc. Employees' Profit Sharing Plan | - | 6 | $475,660 | $123,375 | $20,563iApproximate average salary by contribution assumption: employee only about $514,063 at 4% or $342,708 at 6%; with 50% employer match about $342,708 at 4% or $228,472 at 6%; with 100% employer match about $257,031 at 4% or $171,354 at 6%. |
| 2013 | 1 | 6 | $345,988 | $113,387 | $18,898iApproximate average salary by contribution assumption: employee only about $472,446 at 4% or $314,964 at 6%; with 50% employer match about $314,964 at 4% or $209,976 at 6%; with 100% employer match about $236,223 at 4% or $157,482 at 6%. |
| Independent Benefit Advisors Inc. Employees' Profit Sharing Plan | - | 6 | $345,988 | $113,387 | $18,898iApproximate average salary by contribution assumption: employee only about $472,446 at 4% or $314,964 at 6%; with 50% employer match about $314,964 at 4% or $209,976 at 6%; with 100% employer match about $236,223 at 4% or $157,482 at 6%. |
| 2012 | 1 | 6 | $218,757 | $109,225 | $18,204iApproximate average salary by contribution assumption: employee only about $455,104 at 4% or $303,403 at 6%; with 50% employer match about $303,403 at 4% or $202,269 at 6%; with 100% employer match about $227,552 at 4% or $151,701 at 6%. |
| Independent Benefit Advisors Inc. Employees' Profit Sharing Plan | - | 6 | $218,757 | $109,225 | $18,204iApproximate average salary by contribution assumption: employee only about $455,104 at 4% or $303,403 at 6%; with 50% employer match about $303,403 at 4% or $202,269 at 6%; with 100% employer match about $227,552 at 4% or $151,701 at 6%. |
| 2011 | 1 | 6 | $106,575 | $106,575 | $17,763iApproximate average salary by contribution assumption: employee only about $444,063 at 4% or $296,042 at 6%; with 50% employer match about $296,042 at 4% or $197,361 at 6%; with 100% employer match about $222,031 at 4% or $148,021 at 6%. |
| Independent Benefit Advisors Inc. Employees' Profit Sharing Plan | - | 6 | $106,575 | $106,575 | $17,763iApproximate average salary by contribution assumption: employee only about $444,063 at 4% or $296,042 at 6%; with 50% employer match about $296,042 at 4% or $197,361 at 6%; with 100% employer match about $222,031 at 4% or $148,021 at 6%. |