Civic Intelligence

Independence Financial LLC

Plan context: Independence Financial Pension Plan

EIN 71-0993578 • Oshkosh, WI • 17 filings • 3 plans

1488 W. Sourth Park AvenueOshkosh, WI 54902
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$2,270,251

2025 Contributions

$412,525

Historical Graphs

Total Assets Over Time

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

$2,270,251$1,135,126$0200920172025YearValue
$2,270,251Latest year 2025

Participants Over Time

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

950200920172025YearValue
9Latest year 2025

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
202519$2,270,251$412,525$45,836iApproximate average salary by contribution assumption: employee only about $1,145,903 at 4% or $763,935 at 6%; with 50% employer match about $763,935 at 4% or $509,290 at 6%; with 100% employer match about $572,951 at 4% or $381,968 at 6%.
Independence Financial Pension Plan-9$2,270,251$412,525$45,836iApproximate average salary by contribution assumption: employee only about $1,145,903 at 4% or $763,935 at 6%; with 50% employer match about $763,935 at 4% or $509,290 at 6%; with 100% employer match about $572,951 at 4% or $381,968 at 6%.
202418$1,826,360$156,175$19,522iApproximate average salary by contribution assumption: employee only about $488,047 at 4% or $325,365 at 6%; with 50% employer match about $325,365 at 4% or $216,910 at 6%; with 100% employer match about $244,023 at 4% or $162,682 at 6%.
Independence Financial Pension Plan-8$1,826,360$156,175$19,522iApproximate average salary by contribution assumption: employee only about $488,047 at 4% or $325,365 at 6%; with 50% employer match about $325,365 at 4% or $216,910 at 6%; with 100% employer match about $244,023 at 4% or $162,682 at 6%.
202319$1,681,249$169,074$18,786iApproximate average salary by contribution assumption: employee only about $469,650 at 4% or $313,100 at 6%; with 50% employer match about $313,100 at 4% or $208,733 at 6%; with 100% employer match about $234,825 at 4% or $156,550 at 6%.
Independence Financial Pension Plan-9$1,681,249$169,074$18,786iApproximate average salary by contribution assumption: employee only about $469,650 at 4% or $313,100 at 6%; with 50% employer match about $313,100 at 4% or $208,733 at 6%; with 100% employer match about $234,825 at 4% or $156,550 at 6%.
202218$1,269,230$122,907$15,363iApproximate average salary by contribution assumption: employee only about $384,084 at 4% or $256,056 at 6%; with 50% employer match about $256,056 at 4% or $170,704 at 6%; with 100% employer match about $192,042 at 4% or $128,028 at 6%.
Independence Financial Pension Plan-8$1,269,230$122,907$15,363iApproximate average salary by contribution assumption: employee only about $384,084 at 4% or $256,056 at 6%; with 50% employer match about $256,056 at 4% or $170,704 at 6%; with 100% employer match about $192,042 at 4% or $128,028 at 6%.
202117$1,398,171$113,865$16,266iApproximate average salary by contribution assumption: employee only about $406,661 at 4% or $271,107 at 6%; with 50% employer match about $271,107 at 4% or $180,738 at 6%; with 100% employer match about $203,330 at 4% or $135,554 at 6%.
Independence Financial Pension Plan-7$1,398,171$113,865$16,266iApproximate average salary by contribution assumption: employee only about $406,661 at 4% or $271,107 at 6%; with 50% employer match about $271,107 at 4% or $180,738 at 6%; with 100% employer match about $203,330 at 4% or $135,554 at 6%.
202017$1,089,384$106,391$15,199iApproximate average salary by contribution assumption: employee only about $379,968 at 4% or $253,312 at 6%; with 50% employer match about $253,312 at 4% or $168,875 at 6%; with 100% employer match about $189,984 at 4% or $126,656 at 6%.
Independence Financial Pension Plan-7$1,089,384$106,391$15,199iApproximate average salary by contribution assumption: employee only about $379,968 at 4% or $253,312 at 6%; with 50% employer match about $253,312 at 4% or $168,875 at 6%; with 100% employer match about $189,984 at 4% or $126,656 at 6%.
201917$842,404$82,637$11,805iApproximate average salary by contribution assumption: employee only about $295,132 at 4% or $196,755 at 6%; with 50% employer match about $196,755 at 4% or $131,170 at 6%; with 100% employer match about $147,566 at 4% or $98,377 at 6%.
Independence Financial Pension Plan-7$842,404$82,637$11,805iApproximate average salary by contribution assumption: employee only about $295,132 at 4% or $196,755 at 6%; with 50% employer match about $196,755 at 4% or $131,170 at 6%; with 100% employer match about $147,566 at 4% or $98,377 at 6%.
201816$623,313$203,592$33,932iApproximate average salary by contribution assumption: employee only about $848,300 at 4% or $565,533 at 6%; with 50% employer match about $565,533 at 4% or $377,022 at 6%; with 100% employer match about $424,150 at 4% or $282,767 at 6%.
Independence Financial Pension Plan-6$623,313$203,592$33,932iApproximate average salary by contribution assumption: employee only about $848,300 at 4% or $565,533 at 6%; with 50% employer match about $565,533 at 4% or $377,022 at 6%; with 100% employer match about $424,150 at 4% or $282,767 at 6%.
201716$579,707$93,461$15,577iApproximate average salary by contribution assumption: employee only about $389,421 at 4% or $259,614 at 6%; with 50% employer match about $259,614 at 4% or $173,076 at 6%; with 100% employer match about $194,710 at 4% or $129,807 at 6%.
Independence Financial Pension Plan-6$579,707$93,461$15,577iApproximate average salary by contribution assumption: employee only about $389,421 at 4% or $259,614 at 6%; with 50% employer match about $259,614 at 4% or $173,076 at 6%; with 100% employer match about $194,710 at 4% or $129,807 at 6%.
201616$405,975$125,975$20,996iApproximate average salary by contribution assumption: employee only about $524,896 at 4% or $349,931 at 6%; with 50% employer match about $349,931 at 4% or $233,287 at 6%; with 100% employer match about $262,448 at 4% or $174,965 at 6%.
Independence Financial Pension Plan-6$405,975$125,975$20,996iApproximate average salary by contribution assumption: employee only about $524,896 at 4% or $349,931 at 6%; with 50% employer match about $349,931 at 4% or $233,287 at 6%; with 100% employer match about $262,448 at 4% or $174,965 at 6%.
201515$250,559$108,432$21,686iApproximate average salary by contribution assumption: employee only about $542,160 at 4% or $361,440 at 6%; with 50% employer match about $361,440 at 4% or $240,960 at 6%; with 100% employer match about $271,080 at 4% or $180,720 at 6%.
Independence Financial Pension Plan-5$250,559$108,432$21,686iApproximate average salary by contribution assumption: employee only about $542,160 at 4% or $361,440 at 6%; with 50% employer match about $361,440 at 4% or $240,960 at 6%; with 100% employer match about $271,080 at 4% or $180,720 at 6%.
201415$230,528$74,986$14,997iApproximate average salary by contribution assumption: employee only about $374,930 at 4% or $249,953 at 6%; with 50% employer match about $249,953 at 4% or $166,636 at 6%; with 100% employer match about $187,465 at 4% or $124,977 at 6%.
Independence Financial Pension Plan-5$230,528$74,986$14,997iApproximate average salary by contribution assumption: employee only about $374,930 at 4% or $249,953 at 6%; with 50% employer match about $249,953 at 4% or $166,636 at 6%; with 100% employer match about $187,465 at 4% or $124,977 at 6%.
201314$164,403$49,821$12,455iApproximate average salary by contribution assumption: employee only about $311,381 at 4% or $207,588 at 6%; with 50% employer match about $207,588 at 4% or $138,392 at 6%; with 100% employer match about $155,691 at 4% or $103,794 at 6%.
Independence Financial Pension Plan-4$164,403$49,821$12,455iApproximate average salary by contribution assumption: employee only about $311,381 at 4% or $207,588 at 6%; with 50% employer match about $207,588 at 4% or $138,392 at 6%; with 100% employer match about $155,691 at 4% or $103,794 at 6%.
201213$124,687$34,370$11,457iApproximate average salary by contribution assumption: employee only about $286,417 at 4% or $190,944 at 6%; with 50% employer match about $190,944 at 4% or $127,296 at 6%; with 100% employer match about $143,208 at 4% or $95,472 at 6%.
Independence Financial Pension Plan-3$124,687$34,370$11,457iApproximate average salary by contribution assumption: employee only about $286,417 at 4% or $190,944 at 6%; with 50% employer match about $190,944 at 4% or $127,296 at 6%; with 100% employer match about $143,208 at 4% or $95,472 at 6%.
201112$81,129$9,434$4,717iApproximate average salary by contribution assumption: employee only about $117,925 at 4% or $78,617 at 6%; with 50% employer match about $78,617 at 4% or $52,411 at 6%; with 100% employer match about $58,963 at 4% or $39,308 at 6%.
Independence Financial Pension Plan-2$81,129$9,434$4,717iApproximate average salary by contribution assumption: employee only about $117,925 at 4% or $78,617 at 6%; with 50% employer match about $78,617 at 4% or $52,411 at 6%; with 100% employer match about $58,963 at 4% or $39,308 at 6%.
201012$98,236$9,401$4,701iApproximate average salary by contribution assumption: employee only about $117,513 at 4% or $78,342 at 6%; with 50% employer match about $78,342 at 4% or $52,228 at 6%; with 100% employer match about $58,756 at 4% or $39,171 at 6%.
Independence Financial Pension Plan-2$98,236$9,401$4,701iApproximate average salary by contribution assumption: employee only about $117,513 at 4% or $78,342 at 6%; with 50% employer match about $78,342 at 4% or $52,228 at 6%; with 100% employer match about $58,756 at 4% or $39,171 at 6%.
200912$125,717$9,342$4,671iApproximate average salary by contribution assumption: employee only about $116,775 at 4% or $77,850 at 6%; with 50% employer match about $77,850 at 4% or $51,900 at 6%; with 100% employer match about $58,388 at 4% or $38,925 at 6%.
Independence Financial Pension Plan-2$125,717$9,342$4,671iApproximate average salary by contribution assumption: employee only about $116,775 at 4% or $77,850 at 6%; with 50% employer match about $77,850 at 4% or $51,900 at 6%; with 100% employer match about $58,388 at 4% or $38,925 at 6%.
Independence Financial LLC | EIN 71-0993578 | 2025 Form 5500 Company Profile