Civic Intelligence

Island Financial Services Inc.

Plan context: Island Financial Services Inc. 401(K) Plan

EIN 65-0602701 • Fort Myers, FL • 18 filings • 4 plans

15671 San Carlos Blvd., Suite 100Fort Myers, FL 33908-2788
Current Snapshot

Latest Year

2023

2023 Participants

49

2023 Assets

$2,715,648

2023 Contributions

$284,482

Historical Graphs

Total Assets Over Time

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

$3,373,131$1,686,566$0200620152022YearValue
$2,715,648Latest year 2022

Participants Over Time

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

49250200620152022YearValue
49Latest year 2022

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
202310$0$0-
Island Financial Services Inc. 401(K) Plan-0$0$0-
2022149$2,715,648$284,482$5,806iApproximate average salary by contribution assumption: employee only about $145,144 at 4% or $96,763 at 6%; with 50% employer match about $96,763 at 4% or $64,508 at 6%; with 100% employer match about $72,572 at 4% or $48,381 at 6%.
Island Financial Services Inc. 401(K) Plan-49$2,715,648$284,482$5,806iApproximate average salary by contribution assumption: employee only about $145,144 at 4% or $96,763 at 6%; with 50% employer match about $96,763 at 4% or $64,508 at 6%; with 100% employer match about $72,572 at 4% or $48,381 at 6%.
2021140$3,373,131$263,566$6,589iApproximate average salary by contribution assumption: employee only about $164,729 at 4% or $109,819 at 6%; with 50% employer match about $109,819 at 4% or $73,213 at 6%; with 100% employer match about $82,364 at 4% or $54,910 at 6%.
Island Financial Services Inc. 401(K) Plan-40$3,373,131$263,566$6,589iApproximate average salary by contribution assumption: employee only about $164,729 at 4% or $109,819 at 6%; with 50% employer match about $109,819 at 4% or $73,213 at 6%; with 100% employer match about $82,364 at 4% or $54,910 at 6%.
2020144$3,019,362$277,564$6,308iApproximate average salary by contribution assumption: employee only about $157,707 at 4% or $105,138 at 6%; with 50% employer match about $105,138 at 4% or $70,092 at 6%; with 100% employer match about $78,853 at 4% or $52,569 at 6%.
Island Financial Services Inc. 401(K) Plan-44$3,019,362$277,564$6,308iApproximate average salary by contribution assumption: employee only about $157,707 at 4% or $105,138 at 6%; with 50% employer match about $105,138 at 4% or $70,092 at 6%; with 100% employer match about $78,853 at 4% or $52,569 at 6%.
2019141$2,289,700$381,852$9,313iApproximate average salary by contribution assumption: employee only about $232,837 at 4% or $155,224 at 6%; with 50% employer match about $155,224 at 4% or $103,483 at 6%; with 100% employer match about $116,418 at 4% or $77,612 at 6%.
Island Financial Services Inc. 401(K) Plan-41$2,289,700$381,852$9,313iApproximate average salary by contribution assumption: employee only about $232,837 at 4% or $155,224 at 6%; with 50% employer match about $155,224 at 4% or $103,483 at 6%; with 100% employer match about $116,418 at 4% or $77,612 at 6%.
2018136$1,562,283$347,638$9,657iApproximate average salary by contribution assumption: employee only about $241,415 at 4% or $160,944 at 6%; with 50% employer match about $160,944 at 4% or $107,296 at 6%; with 100% employer match about $120,708 at 4% or $80,472 at 6%.
Island Financial Services Inc. 401(K) Plan-36$1,562,283$347,638$9,657iApproximate average salary by contribution assumption: employee only about $241,415 at 4% or $160,944 at 6%; with 50% employer match about $160,944 at 4% or $107,296 at 6%; with 100% employer match about $120,708 at 4% or $80,472 at 6%.
2017132$1,432,457$302,615$9,457iApproximate average salary by contribution assumption: employee only about $236,418 at 4% or $157,612 at 6%; with 50% employer match about $157,612 at 4% or $105,075 at 6%; with 100% employer match about $118,209 at 4% or $78,806 at 6%.
Island Financial Services Inc. 401(K) Plan-32$1,432,457$302,615$9,457iApproximate average salary by contribution assumption: employee only about $236,418 at 4% or $157,612 at 6%; with 50% employer match about $157,612 at 4% or $105,075 at 6%; with 100% employer match about $118,209 at 4% or $78,806 at 6%.
2016129$1,014,544$245,254$8,457iApproximate average salary by contribution assumption: employee only about $211,426 at 4% or $140,951 at 6%; with 50% employer match about $140,951 at 4% or $93,967 at 6%; with 100% employer match about $105,713 at 4% or $70,475 at 6%.
Island Financial Services Inc. 401(K) Plan-29$1,014,544$245,254$8,457iApproximate average salary by contribution assumption: employee only about $211,426 at 4% or $140,951 at 6%; with 50% employer match about $140,951 at 4% or $93,967 at 6%; with 100% employer match about $105,713 at 4% or $70,475 at 6%.
2015112$729,136$112,315$9,360iApproximate average salary by contribution assumption: employee only about $233,990 at 4% or $155,993 at 6%; with 50% employer match about $155,993 at 4% or $103,995 at 6%; with 100% employer match about $116,995 at 4% or $77,997 at 6%.
Island Financial Services Inc. 401(K) Plan-12$729,136$112,315$9,360iApproximate average salary by contribution assumption: employee only about $233,990 at 4% or $155,993 at 6%; with 50% employer match about $155,993 at 4% or $103,995 at 6%; with 100% employer match about $116,995 at 4% or $77,997 at 6%.
2014110$641,810$85,298$8,530iApproximate average salary by contribution assumption: employee only about $213,245 at 4% or $142,163 at 6%; with 50% employer match about $142,163 at 4% or $94,776 at 6%; with 100% employer match about $106,622 at 4% or $71,082 at 6%.
Island Financial Services Inc. 401(K) Plan-10$641,810$85,298$8,530iApproximate average salary by contribution assumption: employee only about $213,245 at 4% or $142,163 at 6%; with 50% employer match about $142,163 at 4% or $94,776 at 6%; with 100% employer match about $106,622 at 4% or $71,082 at 6%.
2013112$553,482$77,832$6,486iApproximate average salary by contribution assumption: employee only about $162,150 at 4% or $108,100 at 6%; with 50% employer match about $108,100 at 4% or $72,067 at 6%; with 100% employer match about $81,075 at 4% or $54,050 at 6%.
Island Financial Services Inc. 401(K) Plan-12$553,482$77,832$6,486iApproximate average salary by contribution assumption: employee only about $162,150 at 4% or $108,100 at 6%; with 50% employer match about $108,100 at 4% or $72,067 at 6%; with 100% employer match about $81,075 at 4% or $54,050 at 6%.
201219$429,125$76,430$8,492iApproximate average salary by contribution assumption: employee only about $212,306 at 4% or $141,537 at 6%; with 50% employer match about $141,537 at 4% or $94,358 at 6%; with 100% employer match about $106,153 at 4% or $70,769 at 6%.
Island Financial Services Inc. 401(K) Plan-9$429,125$76,430$8,492iApproximate average salary by contribution assumption: employee only about $212,306 at 4% or $141,537 at 6%; with 50% employer match about $141,537 at 4% or $94,358 at 6%; with 100% employer match about $106,153 at 4% or $70,769 at 6%.
201119$312,893$66,718$7,413iApproximate average salary by contribution assumption: employee only about $185,328 at 4% or $123,552 at 6%; with 50% employer match about $123,552 at 4% or $82,368 at 6%; with 100% employer match about $92,664 at 4% or $61,776 at 6%.
Island Financial Services Inc. 401(K) Plan-9$312,893$66,718$7,413iApproximate average salary by contribution assumption: employee only about $185,328 at 4% or $123,552 at 6%; with 50% employer match about $123,552 at 4% or $82,368 at 6%; with 100% employer match about $92,664 at 4% or $61,776 at 6%.
201016$261,370$47,161$7,860iApproximate average salary by contribution assumption: employee only about $196,504 at 4% or $131,003 at 6%; with 50% employer match about $131,003 at 4% or $87,335 at 6%; with 100% employer match about $98,252 at 4% or $65,501 at 6%.
Island Financial Services Inc. 401(K) Plan-6$261,370$47,161$7,860iApproximate average salary by contribution assumption: employee only about $196,504 at 4% or $131,003 at 6%; with 50% employer match about $131,003 at 4% or $87,335 at 6%; with 100% employer match about $98,252 at 4% or $65,501 at 6%.
200916$195,467$51,504$8,584iApproximate average salary by contribution assumption: employee only about $214,600 at 4% or $143,067 at 6%; with 50% employer match about $143,067 at 4% or $95,378 at 6%; with 100% employer match about $107,300 at 4% or $71,533 at 6%.
Island Financial Services Inc. 401(K) Plan-6$195,467$51,504$8,584iApproximate average salary by contribution assumption: employee only about $214,600 at 4% or $143,067 at 6%; with 50% employer match about $143,067 at 4% or $95,378 at 6%; with 100% employer match about $107,300 at 4% or $71,533 at 6%.
200810$121,341$55,596-
Island Financial Services Inc. 401(K) Plan-0$121,341$55,596-
200718$0$0-
Island Financial Services Inc. 401(K) Plan-8---
200619$50,006$46,768$5,196iApproximate average salary by contribution assumption: employee only about $129,911 at 4% or $86,607 at 6%; with 50% employer match about $86,607 at 4% or $57,738 at 6%; with 100% employer match about $64,956 at 4% or $43,304 at 6%.
Island Financial Services Inc. 401(K) Plan-9$50,006$46,768$5,196iApproximate average salary by contribution assumption: employee only about $129,911 at 4% or $86,607 at 6%; with 50% employer match about $86,607 at 4% or $57,738 at 6%; with 100% employer match about $64,956 at 4% or $43,304 at 6%.