Civic Intelligence

Investment Performance Services LLC

Plan context: Investment Performance Services 401K Plan

EIN 58-2432392 • Savannah, GA • 9 filings • 2 plans

570 E York StreetSavannah, GA 31410
Current Snapshot

Latest Year

2018

2018 Participants

35

2018 Assets

$2,206,515

2018 Contributions

$229,317

Historical Graphs

Total Assets Over Time

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

$3,130,941$1,565,471$0199920042018YearValue
$2,206,515Latest year 2018

Participants Over Time

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

35180199920032018YearValue
35Latest 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
2018135$2,206,515$229,317$6,552iApproximate average salary by contribution assumption: employee only about $163,798 at 4% or $109,199 at 6%; with 50% employer match about $109,199 at 4% or $72,799 at 6%; with 100% employer match about $81,899 at 4% or $54,599 at 6%.
Investment Performance Services 401K Plan-35$2,206,515$229,317$6,552iApproximate average salary by contribution assumption: employee only about $163,798 at 4% or $109,199 at 6%; with 50% employer match about $109,199 at 4% or $72,799 at 6%; with 100% employer match about $81,899 at 4% or $54,599 at 6%.
2006122$3,130,941$165,798$7,536iApproximate average salary by contribution assumption: employee only about $188,407 at 4% or $125,605 at 6%; with 50% employer match about $125,605 at 4% or $83,736 at 6%; with 100% employer match about $94,203 at 4% or $62,802 at 6%.
Investment Performance Services 401K Plan-22$3,130,941$165,798$7,536iApproximate average salary by contribution assumption: employee only about $188,407 at 4% or $125,605 at 6%; with 50% employer match about $125,605 at 4% or $83,736 at 6%; with 100% employer match about $94,203 at 4% or $62,802 at 6%.
2005130$3,024,540$139,246$4,642iApproximate average salary by contribution assumption: employee only about $116,038 at 4% or $77,359 at 6%; with 50% employer match about $77,359 at 4% or $51,573 at 6%; with 100% employer match about $58,019 at 4% or $38,679 at 6%.
Investment Performance Services 401K Plan-30$3,024,540$139,246$4,642iApproximate average salary by contribution assumption: employee only about $116,038 at 4% or $77,359 at 6%; with 50% employer match about $77,359 at 4% or $51,573 at 6%; with 100% employer match about $58,019 at 4% or $38,679 at 6%.
2004130$2,620,536$169,805$5,660iApproximate average salary by contribution assumption: employee only about $141,504 at 4% or $94,336 at 6%; with 50% employer match about $94,336 at 4% or $62,891 at 6%; with 100% employer match about $70,752 at 4% or $47,168 at 6%.
Investment Performance Services 401K Plan-30$2,620,536$169,805$5,660iApproximate average salary by contribution assumption: employee only about $141,504 at 4% or $94,336 at 6%; with 50% employer match about $94,336 at 4% or $62,891 at 6%; with 100% employer match about $70,752 at 4% or $47,168 at 6%.
2003133$2,415,454$144,853$4,389iApproximate average salary by contribution assumption: employee only about $109,737 at 4% or $73,158 at 6%; with 50% employer match about $73,158 at 4% or $48,772 at 6%; with 100% employer match about $54,869 at 4% or $36,579 at 6%.
Investment Performance Services 401K Plan-33$2,415,454$144,853$4,389iApproximate average salary by contribution assumption: employee only about $109,737 at 4% or $73,158 at 6%; with 50% employer match about $73,158 at 4% or $48,772 at 6%; with 100% employer match about $54,869 at 4% or $36,579 at 6%.
2002130$0$0-
Investment Performance Services 401K Plan-30---
2001127$0$0-
Investment Performance Services 401K Plan-27---
2000123$2,076,118$117,268$5,099iApproximate average salary by contribution assumption: employee only about $127,465 at 4% or $84,977 at 6%; with 50% employer match about $84,977 at 4% or $56,651 at 6%; with 100% employer match about $63,733 at 4% or $42,488 at 6%.
Investment Performance Services 401K Plan-23$2,076,118$117,268$5,099iApproximate average salary by contribution assumption: employee only about $127,465 at 4% or $84,977 at 6%; with 50% employer match about $84,977 at 4% or $56,651 at 6%; with 100% employer match about $63,733 at 4% or $42,488 at 6%.
1999127$2,147,653$124,442$4,609iApproximate average salary by contribution assumption: employee only about $115,224 at 4% or $76,816 at 6%; with 50% employer match about $76,816 at 4% or $51,211 at 6%; with 100% employer match about $57,612 at 4% or $38,408 at 6%.
Investment Performance Services 401K Plan-27$2,147,653$124,442$4,609iApproximate average salary by contribution assumption: employee only about $115,224 at 4% or $76,816 at 6%; with 50% employer match about $76,816 at 4% or $51,211 at 6%; with 100% employer match about $57,612 at 4% or $38,408 at 6%.