Civic Intelligence

FIRST BANK ANNA & AFFILIATES

Plan context: Independent Financial 401(K) Profit Sharing Plan

EIN 75-2694563 • Mckinney, TX • 42 filings • 6 plans

7777 Henneman WayMckinney, TX 75070
Current Snapshot

Latest Year

2025

2025 Participants

1,404

2025 Assets

$142,966,003

2025 Contributions

$21,683,841

Historical Graphs

Total Assets Over Time

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

$142,966,003$71,483,002$0200120152024YearValue
$142,966,003Latest year 2024

Participants Over Time

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

1,6468230200120132024YearValue
1,404Latest 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
202510$0$0-
Independent Financial 401(K) Profit Sharing Plan-0---
202421,404$142,966,003$21,683,841$15,444iApproximate average salary by contribution assumption: employee only about $386,108 at 4% or $257,406 at 6%; with 50% employer match about $257,406 at 4% or $171,604 at 6%; with 100% employer match about $193,054 at 4% or $128,703 at 6%.
Independent Financial 401(K) Profit Sharing Plan-1,404$142,966,003$21,683,841$15,444iApproximate average salary by contribution assumption: employee only about $386,108 at 4% or $257,406 at 6%; with 50% employer match about $257,406 at 4% or $171,604 at 6%; with 100% employer match about $193,054 at 4% or $128,703 at 6%.
Independent Bank Welfare Benefits Plan-0---
202321,508$118,215,103$20,803,740$13,796iApproximate average salary by contribution assumption: employee only about $344,890 at 4% or $229,926 at 6%; with 50% employer match about $229,926 at 4% or $153,284 at 6%; with 100% employer match about $172,445 at 4% or $114,963 at 6%.
Independent Financial 401(K) Profit Sharing Plan-1,443$118,215,103$20,803,740$14,417iApproximate average salary by contribution assumption: employee only about $360,425 at 4% or $240,283 at 6%; with 50% employer match about $240,283 at 4% or $160,189 at 6%; with 100% employer match about $180,213 at 4% or $120,142 at 6%.
Independent Bank Welfare Benefits Plan-1,508---
202221,646$105,300,508$22,302,320$13,549iApproximate average salary by contribution assumption: employee only about $338,735 at 4% or $225,823 at 6%; with 50% employer match about $225,823 at 4% or $150,549 at 6%; with 100% employer match about $169,368 at 4% or $112,912 at 6%.
Independent Financial 401(K) Profit Sharing Plan-1,451$105,300,508$22,302,320$15,370iApproximate average salary by contribution assumption: employee only about $384,258 at 4% or $256,172 at 6%; with 50% employer match about $256,172 at 4% or $170,781 at 6%; with 100% employer match about $192,129 at 4% or $128,086 at 6%.
Independent Bank Welfare Benefits Plan-1,646---
202121,548$118,632,428$21,631,247$13,974iApproximate average salary by contribution assumption: employee only about $349,342 at 4% or $232,895 at 6%; with 50% employer match about $232,895 at 4% or $155,263 at 6%; with 100% employer match about $174,671 at 4% or $116,447 at 6%.
Independent Financial 401(K) Profit Sharing Plan-1,397$118,632,428$21,631,247$15,484iApproximate average salary by contribution assumption: employee only about $387,102 at 4% or $258,068 at 6%; with 50% employer match about $258,068 at 4% or $172,045 at 6%; with 100% employer match about $193,551 at 4% or $129,034 at 6%.
Independent Bank Welfare Benefits Plan-1,548---
202021,484$96,429,859$20,275,977$13,663iApproximate average salary by contribution assumption: employee only about $341,576 at 4% or $227,718 at 6%; with 50% employer match about $227,718 at 4% or $151,812 at 6%; with 100% employer match about $170,788 at 4% or $113,859 at 6%.
Independent Financial 401(K) Profit Sharing Plan-1,424$96,429,859$20,275,977$14,239iApproximate average salary by contribution assumption: employee only about $355,969 at 4% or $237,312 at 6%; with 50% employer match about $237,312 at 4% or $158,208 at 6%; with 100% employer match about $177,984 at 4% or $118,656 at 6%.
Independent Bank Welfare Benefits Plan-1,484---
201921,420$71,346,611$32,773,187$23,080iApproximate average salary by contribution assumption: employee only about $576,993 at 4% or $384,662 at 6%; with 50% employer match about $384,662 at 4% or $256,441 at 6%; with 100% employer match about $288,496 at 4% or $192,331 at 6%.
Independent Financial 401(K) Profit Sharing Plan-1,389$71,346,611$32,773,187$23,595iApproximate average salary by contribution assumption: employee only about $589,870 at 4% or $393,247 at 6%; with 50% employer match about $393,247 at 4% or $262,165 at 6%; with 100% employer match about $294,935 at 4% or $196,623 at 6%.
Independent Bank Welfare Benefits Plan-1,420---
201821,054$37,273,842$10,905,091$10,346iApproximate average salary by contribution assumption: employee only about $258,660 at 4% or $172,440 at 6%; with 50% employer match about $172,440 at 4% or $114,960 at 6%; with 100% employer match about $129,330 at 4% or $86,220 at 6%.
Independent Financial 401(K) Profit Sharing Plan-1,012$37,273,842$10,905,091$10,776iApproximate average salary by contribution assumption: employee only about $269,395 at 4% or $179,596 at 6%; with 50% employer match about $179,596 at 4% or $119,731 at 6%; with 100% employer match about $134,697 at 4% or $89,798 at 6%.
Independent Bank Welfare Benefits Plan-1,054---
20172991$34,369,086$10,392,776$10,487iApproximate average salary by contribution assumption: employee only about $262,179 at 4% or $174,786 at 6%; with 50% employer match about $174,786 at 4% or $116,524 at 6%; with 100% employer match about $131,090 at 4% or $87,393 at 6%.
Independent Financial 401(K) Profit Sharing Plan-814$34,369,086$10,392,776$12,768iApproximate average salary by contribution assumption: employee only about $319,188 at 4% or $212,792 at 6%; with 50% employer match about $212,792 at 4% or $141,862 at 6%; with 100% employer match about $159,594 at 4% or $106,396 at 6%.
Independent Bank Welfare Benefits Plan-991---
20162523$23,971,794$4,212,779$8,055iApproximate average salary by contribution assumption: employee only about $201,376 at 4% or $134,250 at 6%; with 50% employer match about $134,250 at 4% or $89,500 at 6%; with 100% employer match about $100,688 at 4% or $67,125 at 6%.
Independent Financial 401(K) Profit Sharing Plan-523$23,971,794$4,212,779$8,055iApproximate average salary by contribution assumption: employee only about $201,376 at 4% or $134,250 at 6%; with 50% employer match about $134,250 at 4% or $89,500 at 6%; with 100% employer match about $100,688 at 4% or $67,125 at 6%.
Independent Bank Welfare Benefits Plan-497---
20152531$18,932,650$4,199,598$7,909iApproximate average salary by contribution assumption: employee only about $197,721 at 4% or $131,814 at 6%; with 50% employer match about $131,814 at 4% or $87,876 at 6%; with 100% employer match about $98,861 at 4% or $65,907 at 6%.
Independent Financial 401(K) Profit Sharing Plan-531$18,932,650$4,199,598$7,909iApproximate average salary by contribution assumption: employee only about $197,721 at 4% or $131,814 at 6%; with 50% employer match about $131,814 at 4% or $87,876 at 6%; with 100% employer match about $98,861 at 4% or $65,907 at 6%.
Independent Bank Welfare Benefits Plan-514---
20142542$16,780,062$6,265,969$11,561iApproximate average salary by contribution assumption: employee only about $289,021 at 4% or $192,680 at 6%; with 50% employer match about $192,680 at 4% or $128,454 at 6%; with 100% employer match about $144,510 at 4% or $96,340 at 6%.
Independent Financial 401(K) Profit Sharing Plan-471$16,780,062$6,265,969$13,304iApproximate average salary by contribution assumption: employee only about $332,589 at 4% or $221,726 at 6%; with 50% employer match about $221,726 at 4% or $147,817 at 6%; with 100% employer match about $166,294 at 4% or $110,863 at 6%.
Independent Bank Welfare Benefits Plan-542---
20131377$0$0-
Independent Bank Welfare Benefits Plan-377---
20121294$0$0-
Independent Bank Welfare Benefits Plan-294---
20111273$0$0-
Independent Bank Welfare Benefits Plan-273---
20101213$0$0-
Independent Bank Welfare Benefits Plan-213---
20092204$4,542,528$798,535$3,914iApproximate average salary by contribution assumption: employee only about $97,860 at 4% or $65,240 at 6%; with 50% employer match about $65,240 at 4% or $43,493 at 6%; with 100% employer match about $48,930 at 4% or $32,620 at 6%.
Independent Financial 401(K) Profit Sharing Plan-204$4,542,528$798,535$3,914iApproximate average salary by contribution assumption: employee only about $97,860 at 4% or $65,240 at 6%; with 50% employer match about $65,240 at 4% or $43,493 at 6%; with 100% employer match about $48,930 at 4% or $32,620 at 6%.
Independent Bank Welfare Benefits Plan-175---
20082194$3,351,720$644,380$3,322iApproximate average salary by contribution assumption: employee only about $83,039 at 4% or $55,359 at 6%; with 50% employer match about $55,359 at 4% or $36,906 at 6%; with 100% employer match about $41,519 at 4% or $27,680 at 6%.
Independent Financial 401(K) Profit Sharing Plan-194$3,351,720$644,380$3,322iApproximate average salary by contribution assumption: employee only about $83,039 at 4% or $55,359 at 6%; with 50% employer match about $55,359 at 4% or $36,906 at 6%; with 100% employer match about $41,519 at 4% or $27,680 at 6%.
Independent Bank Welfare Benefits Plan-166---
20072197$4,062,780$574,840$2,918iApproximate average salary by contribution assumption: employee only about $72,949 at 4% or $48,633 at 6%; with 50% employer match about $48,633 at 4% or $32,422 at 6%; with 100% employer match about $36,475 at 4% or $24,316 at 6%.
Independent Financial 401(K) Profit Sharing Plan-197$4,062,780$574,840$2,918iApproximate average salary by contribution assumption: employee only about $72,949 at 4% or $48,633 at 6%; with 50% employer match about $48,633 at 4% or $32,422 at 6%; with 100% employer match about $36,475 at 4% or $24,316 at 6%.
Independent Bank Welfare Benefits Plan-163---
20062186$3,734,664$739,558$3,976iApproximate average salary by contribution assumption: employee only about $99,403 at 4% or $66,269 at 6%; with 50% employer match about $66,269 at 4% or $44,179 at 6%; with 100% employer match about $49,701 at 4% or $33,134 at 6%.
Independent Financial 401(K) Profit Sharing Plan-186$3,734,664$739,558$3,976iApproximate average salary by contribution assumption: employee only about $99,403 at 4% or $66,269 at 6%; with 50% employer match about $66,269 at 4% or $44,179 at 6%; with 100% employer match about $49,701 at 4% or $33,134 at 6%.
Independent Bank Welfare Benefits Plan-150---
20053202$5,852,952$1,117,122$5,530iApproximate average salary by contribution assumption: employee only about $138,258 at 4% or $92,172 at 6%; with 50% employer match about $92,172 at 4% or $61,448 at 6%; with 100% employer match about $69,129 at 4% or $46,086 at 6%.
Independent Financial 401(K) Profit Sharing Plan-201$2,938,730$560,848$2,790iApproximate average salary by contribution assumption: employee only about $69,757 at 4% or $46,505 at 6%; with 50% employer match about $46,505 at 4% or $31,003 at 6%; with 100% employer match about $34,879 at 4% or $23,252 at 6%.
Independent Financial 401(K) Profit Sharing Plan-202$2,914,222$556,274$2,754iApproximate average salary by contribution assumption: employee only about $68,846 at 4% or $45,897 at 6%; with 50% employer match about $45,897 at 4% or $30,598 at 6%; with 100% employer match about $34,423 at 4% or $22,949 at 6%.
Independent Bank Welfare Benefits Plan-152---
2004188$1,717,106$363,687$4,133iApproximate average salary by contribution assumption: employee only about $103,320 at 4% or $68,880 at 6%; with 50% employer match about $68,880 at 4% or $45,920 at 6%; with 100% employer match about $51,660 at 4% or $34,440 at 6%.
Independent Financial 401(K) Profit Sharing Plan-88$1,717,106$363,687$4,133iApproximate average salary by contribution assumption: employee only about $103,320 at 4% or $68,880 at 6%; with 50% employer match about $68,880 at 4% or $45,920 at 6%; with 100% employer match about $51,660 at 4% or $34,440 at 6%.
2003196$1,225,532$254,563$2,652iApproximate average salary by contribution assumption: employee only about $66,292 at 4% or $44,195 at 6%; with 50% employer match about $44,195 at 4% or $29,463 at 6%; with 100% employer match about $33,146 at 4% or $22,097 at 6%.
Independent Financial 401(K) Profit Sharing Plan-96$1,225,532$254,563$2,652iApproximate average salary by contribution assumption: employee only about $66,292 at 4% or $44,195 at 6%; with 50% employer match about $44,195 at 4% or $29,463 at 6%; with 100% employer match about $33,146 at 4% or $22,097 at 6%.
2002191$842,180$250,700$2,755iApproximate average salary by contribution assumption: employee only about $68,874 at 4% or $45,916 at 6%; with 50% employer match about $45,916 at 4% or $30,611 at 6%; with 100% employer match about $34,437 at 4% or $22,958 at 6%.
Independent Financial 401(K) Profit Sharing Plan-91$842,180$250,700$2,755iApproximate average salary by contribution assumption: employee only about $68,874 at 4% or $45,916 at 6%; with 50% employer match about $45,916 at 4% or $30,611 at 6%; with 100% employer match about $34,437 at 4% or $22,958 at 6%.
2001188$779,716$344,922$3,920iApproximate average salary by contribution assumption: employee only about $97,989 at 4% or $65,326 at 6%; with 50% employer match about $65,326 at 4% or $43,551 at 6%; with 100% employer match about $48,995 at 4% or $32,663 at 6%.
Independent Financial 401(K) Profit Sharing Plan-88$779,716$344,922$3,920iApproximate average salary by contribution assumption: employee only about $97,989 at 4% or $65,326 at 6%; with 50% employer match about $65,326 at 4% or $43,551 at 6%; with 100% employer match about $48,995 at 4% or $32,663 at 6%.