Civic Intelligence

Independent Financial Group LLC

Plan context: Independent Financial Group LLC 401(K) Plan

EIN 71-0927304 • San Diego, CA • 18 filings • 2 plans

12671 High Bluff Drive, SuiteSan Diego, CA 92130
Current Snapshot

Latest Year

2024

2024 Participants

93

2024 Assets

$9,384,277

2024 Contributions

$1,288,925

Historical Graphs

Total Assets Over Time

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

$9,384,277$4,692,139$0200620152024YearValue
$9,384,277Latest year 2024

Participants Over Time

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

122610200620152024YearValue
93Latest year 2024

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
2024193$9,384,277$1,288,925$13,859iApproximate average salary by contribution assumption: employee only about $346,485 at 4% or $230,990 at 6%; with 50% employer match about $230,990 at 4% or $153,993 at 6%; with 100% employer match about $173,243 at 4% or $115,495 at 6%.
Independent Financial Group LLC 401(K) Plan-93$9,384,277$1,288,925$13,859iApproximate average salary by contribution assumption: employee only about $346,485 at 4% or $230,990 at 6%; with 50% employer match about $230,990 at 4% or $153,993 at 6%; with 100% employer match about $173,243 at 4% or $115,495 at 6%.
20231122$8,315,412$1,317,514$10,799iApproximate average salary by contribution assumption: employee only about $269,982 at 4% or $179,988 at 6%; with 50% employer match about $179,988 at 4% or $119,992 at 6%; with 100% employer match about $134,991 at 4% or $89,994 at 6%.
Independent Financial Group LLC 401(K) Plan-122$8,315,412$1,317,514$10,799iApproximate average salary by contribution assumption: employee only about $269,982 at 4% or $179,988 at 6%; with 50% employer match about $179,988 at 4% or $119,992 at 6%; with 100% employer match about $134,991 at 4% or $89,994 at 6%.
20221110$6,973,771$904,276$8,221iApproximate average salary by contribution assumption: employee only about $205,517 at 4% or $137,012 at 6%; with 50% employer match about $137,012 at 4% or $91,341 at 6%; with 100% employer match about $102,759 at 4% or $68,506 at 6%.
Independent Financial Group LLC 401(K) Plan-110$6,973,771$904,276$8,221iApproximate average salary by contribution assumption: employee only about $205,517 at 4% or $137,012 at 6%; with 50% employer match about $137,012 at 4% or $91,341 at 6%; with 100% employer match about $102,759 at 4% or $68,506 at 6%.
2020188$6,510,713$955,749$10,861iApproximate average salary by contribution assumption: employee only about $271,520 at 4% or $181,013 at 6%; with 50% employer match about $181,013 at 4% or $120,675 at 6%; with 100% employer match about $135,760 at 4% or $90,507 at 6%.
Independent Financial Group LLC 401(K) Plan-88$6,510,713$955,749$10,861iApproximate average salary by contribution assumption: employee only about $271,520 at 4% or $181,013 at 6%; with 50% employer match about $181,013 at 4% or $120,675 at 6%; with 100% employer match about $135,760 at 4% or $90,507 at 6%.
20191101$5,680,391$980,748$9,710iApproximate average salary by contribution assumption: employee only about $242,759 at 4% or $161,840 at 6%; with 50% employer match about $161,840 at 4% or $107,893 at 6%; with 100% employer match about $121,380 at 4% or $80,920 at 6%.
Independent Financial Group LLC 401(K) Plan-101$5,680,391$980,748$9,710iApproximate average salary by contribution assumption: employee only about $242,759 at 4% or $161,840 at 6%; with 50% employer match about $161,840 at 4% or $107,893 at 6%; with 100% employer match about $121,380 at 4% or $80,920 at 6%.
2018198$4,277,971$729,025$7,439iApproximate average salary by contribution assumption: employee only about $185,976 at 4% or $123,984 at 6%; with 50% employer match about $123,984 at 4% or $82,656 at 6%; with 100% employer match about $92,988 at 4% or $61,992 at 6%.
Independent Financial Group LLC 401(K) Plan-98$4,277,971$729,025$7,439iApproximate average salary by contribution assumption: employee only about $185,976 at 4% or $123,984 at 6%; with 50% employer match about $123,984 at 4% or $82,656 at 6%; with 100% employer match about $92,988 at 4% or $61,992 at 6%.
2017186$4,674,879$772,946$8,988iApproximate average salary by contribution assumption: employee only about $224,694 at 4% or $149,796 at 6%; with 50% employer match about $149,796 at 4% or $99,864 at 6%; with 100% employer match about $112,347 at 4% or $74,898 at 6%.
Independent Financial Group LLC 401(K) Plan-86$4,674,879$772,946$8,988iApproximate average salary by contribution assumption: employee only about $224,694 at 4% or $149,796 at 6%; with 50% employer match about $149,796 at 4% or $99,864 at 6%; with 100% employer match about $112,347 at 4% or $74,898 at 6%.
2016181$3,455,330$837,553$10,340iApproximate average salary by contribution assumption: employee only about $258,504 at 4% or $172,336 at 6%; with 50% employer match about $172,336 at 4% or $114,891 at 6%; with 100% employer match about $129,252 at 4% or $86,168 at 6%.
Independent Financial Group LLC 401(K) Plan-81$3,455,330$837,553$10,340iApproximate average salary by contribution assumption: employee only about $258,504 at 4% or $172,336 at 6%; with 50% employer match about $172,336 at 4% or $114,891 at 6%; with 100% employer match about $129,252 at 4% or $86,168 at 6%.
2015166$2,401,024$655,797$9,936iApproximate average salary by contribution assumption: employee only about $248,408 at 4% or $165,605 at 6%; with 50% employer match about $165,605 at 4% or $110,404 at 6%; with 100% employer match about $124,204 at 4% or $82,803 at 6%.
Independent Financial Group LLC 401(K) Plan-66$2,401,024$655,797$9,936iApproximate average salary by contribution assumption: employee only about $248,408 at 4% or $165,605 at 6%; with 50% employer match about $165,605 at 4% or $110,404 at 6%; with 100% employer match about $124,204 at 4% or $82,803 at 6%.
2014159$1,895,028$540,597$9,163iApproximate average salary by contribution assumption: employee only about $229,067 at 4% or $152,711 at 6%; with 50% employer match about $152,711 at 4% or $101,807 at 6%; with 100% employer match about $114,533 at 4% or $76,356 at 6%.
Independent Financial Group LLC 401(K) Plan-59$1,895,028$540,597$9,163iApproximate average salary by contribution assumption: employee only about $229,067 at 4% or $152,711 at 6%; with 50% employer match about $152,711 at 4% or $101,807 at 6%; with 100% employer match about $114,533 at 4% or $76,356 at 6%.
2013135$1,377,206$276,843$7,910iApproximate average salary by contribution assumption: employee only about $197,745 at 4% or $131,830 at 6%; with 50% employer match about $131,830 at 4% or $87,887 at 6%; with 100% employer match about $98,873 at 4% or $65,915 at 6%.
Independent Financial Group LLC 401(K) Plan-35$1,377,206$276,843$7,910iApproximate average salary by contribution assumption: employee only about $197,745 at 4% or $131,830 at 6%; with 50% employer match about $131,830 at 4% or $87,887 at 6%; with 100% employer match about $98,873 at 4% or $65,915 at 6%.
2012129$952,750$203,242$7,008iApproximate average salary by contribution assumption: employee only about $175,209 at 4% or $116,806 at 6%; with 50% employer match about $116,806 at 4% or $77,870 at 6%; with 100% employer match about $87,604 at 4% or $58,403 at 6%.
Independent Financial Group LLC 401(K) Plan-29$952,750$203,242$7,008iApproximate average salary by contribution assumption: employee only about $175,209 at 4% or $116,806 at 6%; with 50% employer match about $116,806 at 4% or $77,870 at 6%; with 100% employer match about $87,604 at 4% or $58,403 at 6%.
2011127$630,368$148,402$5,496iApproximate average salary by contribution assumption: employee only about $137,409 at 4% or $91,606 at 6%; with 50% employer match about $91,606 at 4% or $61,071 at 6%; with 100% employer match about $68,705 at 4% or $45,803 at 6%.
Independent Financial Group LLC 401(K) Plan-27$630,368$148,402$5,496iApproximate average salary by contribution assumption: employee only about $137,409 at 4% or $91,606 at 6%; with 50% employer match about $91,606 at 4% or $61,071 at 6%; with 100% employer match about $68,705 at 4% or $45,803 at 6%.
2010128$596,128$141,416$5,051iApproximate average salary by contribution assumption: employee only about $126,264 at 4% or $84,176 at 6%; with 50% employer match about $84,176 at 4% or $56,117 at 6%; with 100% employer match about $63,132 at 4% or $42,088 at 6%.
Independent Financial Group LLC 401(K) Plan-28$596,128$141,416$5,051iApproximate average salary by contribution assumption: employee only about $126,264 at 4% or $84,176 at 6%; with 50% employer match about $84,176 at 4% or $56,117 at 6%; with 100% employer match about $63,132 at 4% or $42,088 at 6%.
2009123$399,149$111,445$4,845iApproximate average salary by contribution assumption: employee only about $121,136 at 4% or $80,757 at 6%; with 50% employer match about $80,757 at 4% or $53,838 at 6%; with 100% employer match about $60,568 at 4% or $40,379 at 6%.
Independent Financial Group LLC 401(K) Plan-23$399,149$111,445$4,845iApproximate average salary by contribution assumption: employee only about $121,136 at 4% or $80,757 at 6%; with 50% employer match about $80,757 at 4% or $53,838 at 6%; with 100% employer match about $60,568 at 4% or $40,379 at 6%.
2008124$212,561$131,314$5,471iApproximate average salary by contribution assumption: employee only about $136,785 at 4% or $91,190 at 6%; with 50% employer match about $91,190 at 4% or $60,794 at 6%; with 100% employer match about $68,393 at 4% or $45,595 at 6%.
Independent Financial Group LLC 401(K) Plan-24$212,561$131,314$5,471iApproximate average salary by contribution assumption: employee only about $136,785 at 4% or $91,190 at 6%; with 50% employer match about $91,190 at 4% or $60,794 at 6%; with 100% employer match about $68,393 at 4% or $45,595 at 6%.
2007120$0$0-
Independent Financial Group LLC 401(K) Plan-20---
2006116$79,169$74,759$4,672iApproximate average salary by contribution assumption: employee only about $116,811 at 4% or $77,874 at 6%; with 50% employer match about $77,874 at 4% or $51,916 at 6%; with 100% employer match about $58,405 at 4% or $38,937 at 6%.
Independent Financial Group LLC 401(K) Plan-16$79,169$74,759$4,672iApproximate average salary by contribution assumption: employee only about $116,811 at 4% or $77,874 at 6%; with 50% employer match about $77,874 at 4% or $51,916 at 6%; with 100% employer match about $58,405 at 4% or $38,937 at 6%.