Civic Intelligence

Insurance Planning Services Inc.

Plan context: Insurance Planning Services Inc. Profit Sharing Plan

EIN 63-0821135 • Oxford, AL • 15 filings • 2 plans

216 April LaneOxford, AL 36203
Current Snapshot

Latest Year

2013

2013 Participants

18

2013 Assets

$1,706,065

2013 Contributions

$45,625

Historical Graphs

Total Assets Over Time

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

$2,624,842$1,312,421$0199920062013YearValue
$1,706,065Latest year 2013

Participants Over Time

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

20100199920062013YearValue
18Latest year 2013

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
2013118$1,706,065$45,625$2,535iApproximate average salary by contribution assumption: employee only about $63,368 at 4% or $42,245 at 6%; with 50% employer match about $42,245 at 4% or $28,164 at 6%; with 100% employer match about $31,684 at 4% or $21,123 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-18$1,706,065$45,625$2,535iApproximate average salary by contribution assumption: employee only about $63,368 at 4% or $42,245 at 6%; with 50% employer match about $42,245 at 4% or $28,164 at 6%; with 100% employer match about $31,684 at 4% or $21,123 at 6%.
2012120$2,624,842$82,467$4,123iApproximate average salary by contribution assumption: employee only about $103,084 at 4% or $68,723 at 6%; with 50% employer match about $68,723 at 4% or $45,815 at 6%; with 100% employer match about $51,542 at 4% or $34,361 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-20$2,624,842$82,467$4,123iApproximate average salary by contribution assumption: employee only about $103,084 at 4% or $68,723 at 6%; with 50% employer match about $68,723 at 4% or $45,815 at 6%; with 100% employer match about $51,542 at 4% or $34,361 at 6%.
2011120$2,289,135$92,713$4,636iApproximate average salary by contribution assumption: employee only about $115,891 at 4% or $77,261 at 6%; with 50% employer match about $77,261 at 4% or $51,507 at 6%; with 100% employer match about $57,946 at 4% or $38,630 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-20$2,289,135$92,713$4,636iApproximate average salary by contribution assumption: employee only about $115,891 at 4% or $77,261 at 6%; with 50% employer match about $77,261 at 4% or $51,507 at 6%; with 100% employer match about $57,946 at 4% or $38,630 at 6%.
2010120$2,329,336$86,688$4,334iApproximate average salary by contribution assumption: employee only about $108,360 at 4% or $72,240 at 6%; with 50% employer match about $72,240 at 4% or $48,160 at 6%; with 100% employer match about $54,180 at 4% or $36,120 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-20$2,329,336$86,688$4,334iApproximate average salary by contribution assumption: employee only about $108,360 at 4% or $72,240 at 6%; with 50% employer match about $72,240 at 4% or $48,160 at 6%; with 100% employer match about $54,180 at 4% or $36,120 at 6%.
2009116$1,953,733$86,309$5,394iApproximate average salary by contribution assumption: employee only about $134,858 at 4% or $89,905 at 6%; with 50% employer match about $89,905 at 4% or $59,937 at 6%; with 100% employer match about $67,429 at 4% or $44,953 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-16$1,953,733$86,309$5,394iApproximate average salary by contribution assumption: employee only about $134,858 at 4% or $89,905 at 6%; with 50% employer match about $89,905 at 4% or $59,937 at 6%; with 100% employer match about $67,429 at 4% or $44,953 at 6%.
2008112$1,577,628$97,649$8,137iApproximate average salary by contribution assumption: employee only about $203,435 at 4% or $135,624 at 6%; with 50% employer match about $135,624 at 4% or $90,416 at 6%; with 100% employer match about $101,718 at 4% or $67,812 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-12$1,577,628$97,649$8,137iApproximate average salary by contribution assumption: employee only about $203,435 at 4% or $135,624 at 6%; with 50% employer match about $135,624 at 4% or $90,416 at 6%; with 100% employer match about $101,718 at 4% or $67,812 at 6%.
2007113$2,321,392$106,621$8,202iApproximate average salary by contribution assumption: employee only about $205,040 at 4% or $136,694 at 6%; with 50% employer match about $136,694 at 4% or $91,129 at 6%; with 100% employer match about $102,520 at 4% or $68,347 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-13$2,321,392$106,621$8,202iApproximate average salary by contribution assumption: employee only about $205,040 at 4% or $136,694 at 6%; with 50% employer match about $136,694 at 4% or $91,129 at 6%; with 100% employer match about $102,520 at 4% or $68,347 at 6%.
2006113$2,004,815$107,984$8,306iApproximate average salary by contribution assumption: employee only about $207,662 at 4% or $138,441 at 6%; with 50% employer match about $138,441 at 4% or $92,294 at 6%; with 100% employer match about $103,831 at 4% or $69,221 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-13$2,004,815$107,984$8,306iApproximate average salary by contribution assumption: employee only about $207,662 at 4% or $138,441 at 6%; with 50% employer match about $138,441 at 4% or $92,294 at 6%; with 100% employer match about $103,831 at 4% or $69,221 at 6%.
2005113$1,792,362$106,670$8,205iApproximate average salary by contribution assumption: employee only about $205,135 at 4% or $136,756 at 6%; with 50% employer match about $136,756 at 4% or $91,171 at 6%; with 100% employer match about $102,567 at 4% or $68,378 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-13$1,792,362$106,670$8,205iApproximate average salary by contribution assumption: employee only about $205,135 at 4% or $136,756 at 6%; with 50% employer match about $136,756 at 4% or $91,171 at 6%; with 100% employer match about $102,567 at 4% or $68,378 at 6%.
2004115$1,575,907$84,849$5,657iApproximate average salary by contribution assumption: employee only about $141,415 at 4% or $94,277 at 6%; with 50% employer match about $94,277 at 4% or $62,851 at 6%; with 100% employer match about $70,708 at 4% or $47,138 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-15$1,575,907$84,849$5,657iApproximate average salary by contribution assumption: employee only about $141,415 at 4% or $94,277 at 6%; with 50% employer match about $94,277 at 4% or $62,851 at 6%; with 100% employer match about $70,708 at 4% or $47,138 at 6%.
2003114$1,339,103$73,138$5,224iApproximate average salary by contribution assumption: employee only about $130,604 at 4% or $87,069 at 6%; with 50% employer match about $87,069 at 4% or $58,046 at 6%; with 100% employer match about $65,302 at 4% or $43,535 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-14$1,339,103$73,138$5,224iApproximate average salary by contribution assumption: employee only about $130,604 at 4% or $87,069 at 6%; with 50% employer match about $87,069 at 4% or $58,046 at 6%; with 100% employer match about $65,302 at 4% or $43,535 at 6%.
2002115$1,073,820$83,261$5,551iApproximate average salary by contribution assumption: employee only about $138,768 at 4% or $92,512 at 6%; with 50% employer match about $92,512 at 4% or $61,675 at 6%; with 100% employer match about $69,384 at 4% or $46,256 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-15$1,073,820$83,261$5,551iApproximate average salary by contribution assumption: employee only about $138,768 at 4% or $92,512 at 6%; with 50% employer match about $92,512 at 4% or $61,675 at 6%; with 100% employer match about $69,384 at 4% or $46,256 at 6%.
2001112$1,201,071$67,588$5,632iApproximate average salary by contribution assumption: employee only about $140,808 at 4% or $93,872 at 6%; with 50% employer match about $93,872 at 4% or $62,581 at 6%; with 100% employer match about $70,404 at 4% or $46,936 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-12$1,201,071$67,588$5,632iApproximate average salary by contribution assumption: employee only about $140,808 at 4% or $93,872 at 6%; with 50% employer match about $93,872 at 4% or $62,581 at 6%; with 100% employer match about $70,404 at 4% or $46,936 at 6%.
2000117$2,016,091$123,654$7,274iApproximate average salary by contribution assumption: employee only about $181,844 at 4% or $121,229 at 6%; with 50% employer match about $121,229 at 4% or $80,820 at 6%; with 100% employer match about $90,922 at 4% or $60,615 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-17$2,016,091$123,654$7,274iApproximate average salary by contribution assumption: employee only about $181,844 at 4% or $121,229 at 6%; with 50% employer match about $121,229 at 4% or $80,820 at 6%; with 100% employer match about $90,922 at 4% or $60,615 at 6%.
1999113$2,168,492$51,641$3,972iApproximate average salary by contribution assumption: employee only about $99,310 at 4% or $66,206 at 6%; with 50% employer match about $66,206 at 4% or $44,138 at 6%; with 100% employer match about $49,655 at 4% or $33,103 at 6%.
Insurance Planning Services Inc. Profit Sharing Plan-13$2,168,492$51,641$3,972iApproximate average salary by contribution assumption: employee only about $99,310 at 4% or $66,206 at 6%; with 50% employer match about $66,206 at 4% or $44,138 at 6%; with 100% employer match about $49,655 at 4% or $33,103 at 6%.