Civic Intelligence

Investment Planning Services Inc.

Plan context: Investment Planning Services Inc. 401K Plan

EIN 62-1720657 • 2 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

3

2004 Assets

$59,758

2004 Contributions

$53,296

Historical Graphs

Total Assets Over Time

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

$59,758$29,879$02003YearValue
$59,758Latest year 2003

Participants Over Time

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

3202003YearValue
3Latest year 2003

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
200410$0$53,296-
Investment Planning Services Inc. 401K Plan-0-$53,296-
200313$59,758$54,096$18,032iApproximate average salary by contribution assumption: employee only about $450,800 at 4% or $300,533 at 6%; with 50% employer match about $300,533 at 4% or $200,356 at 6%; with 100% employer match about $225,400 at 4% or $150,267 at 6%.
Investment Planning Services Inc. 401K Plan-3$59,758$54,096$18,032iApproximate average salary by contribution assumption: employee only about $450,800 at 4% or $300,533 at 6%; with 50% employer match about $300,533 at 4% or $200,356 at 6%; with 100% employer match about $225,400 at 4% or $150,267 at 6%.