Independent Professional Manag
Plan context: Independent Professional Manag 401(K) Profit Sharing Plan & Trust
EIN 76-0370366 • Houston, TX • 20 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
40
2025 Assets
$1,493,079
2025 Contributions
$122,689
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 40 | $1,493,079 | $122,689 | $3,067iApproximate average salary by contribution assumption: employee only about $76,681 at 4% or $51,120 at 6%; with 50% employer match about $51,120 at 4% or $34,080 at 6%; with 100% employer match about $38,340 at 4% or $25,560 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 40 | $1,493,079 | $122,689 | $3,067iApproximate average salary by contribution assumption: employee only about $76,681 at 4% or $51,120 at 6%; with 50% employer match about $51,120 at 4% or $34,080 at 6%; with 100% employer match about $38,340 at 4% or $25,560 at 6%. |
| 2024 | 1 | 45 | $1,323,643 | $147,775 | $3,284iApproximate average salary by contribution assumption: employee only about $82,097 at 4% or $54,731 at 6%; with 50% employer match about $54,731 at 4% or $36,488 at 6%; with 100% employer match about $41,049 at 4% or $27,366 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 45 | $1,323,643 | $147,775 | $3,284iApproximate average salary by contribution assumption: employee only about $82,097 at 4% or $54,731 at 6%; with 50% employer match about $54,731 at 4% or $36,488 at 6%; with 100% employer match about $41,049 at 4% or $27,366 at 6%. |
| 2023 | 1 | 49 | $1,510,002 | $230,772 | $4,710iApproximate average salary by contribution assumption: employee only about $117,741 at 4% or $78,494 at 6%; with 50% employer match about $78,494 at 4% or $52,329 at 6%; with 100% employer match about $58,870 at 4% or $39,247 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 49 | $1,510,002 | $230,772 | $4,710iApproximate average salary by contribution assumption: employee only about $117,741 at 4% or $78,494 at 6%; with 50% employer match about $78,494 at 4% or $52,329 at 6%; with 100% employer match about $58,870 at 4% or $39,247 at 6%. |
| 2022 | 1 | 95 | $1,505,142 | $283,160 | $2,981iApproximate average salary by contribution assumption: employee only about $74,516 at 4% or $49,677 at 6%; with 50% employer match about $49,677 at 4% or $33,118 at 6%; with 100% employer match about $37,258 at 4% or $24,839 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 95 | $1,505,142 | $283,160 | $2,981iApproximate average salary by contribution assumption: employee only about $74,516 at 4% or $49,677 at 6%; with 50% employer match about $49,677 at 4% or $33,118 at 6%; with 100% employer match about $37,258 at 4% or $24,839 at 6%. |
| 2021 | 1 | 75 | $1,656,494 | $162,348 | $2,165iApproximate average salary by contribution assumption: employee only about $54,116 at 4% or $36,077 at 6%; with 50% employer match about $36,077 at 4% or $24,052 at 6%; with 100% employer match about $27,058 at 4% or $18,039 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 75 | $1,656,494 | $162,348 | $2,165iApproximate average salary by contribution assumption: employee only about $54,116 at 4% or $36,077 at 6%; with 50% employer match about $36,077 at 4% or $24,052 at 6%; with 100% employer match about $27,058 at 4% or $18,039 at 6%. |
| 2020 | 1 | 135 | $2,516,274 | $232,359 | $1,721iApproximate average salary by contribution assumption: employee only about $43,029 at 4% or $28,686 at 6%; with 50% employer match about $28,686 at 4% or $19,124 at 6%; with 100% employer match about $21,515 at 4% or $14,343 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 135 | $2,516,274 | $232,359 | $1,721iApproximate average salary by contribution assumption: employee only about $43,029 at 4% or $28,686 at 6%; with 50% employer match about $28,686 at 4% or $19,124 at 6%; with 100% employer match about $21,515 at 4% or $14,343 at 6%. |
| 2019 | 1 | 139 | $2,934,415 | $286,733 | $2,063iApproximate average salary by contribution assumption: employee only about $51,571 at 4% or $34,380 at 6%; with 50% employer match about $34,380 at 4% or $22,920 at 6%; with 100% employer match about $25,785 at 4% or $17,190 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 139 | $2,934,415 | $286,733 | $2,063iApproximate average salary by contribution assumption: employee only about $51,571 at 4% or $34,380 at 6%; with 50% employer match about $34,380 at 4% or $22,920 at 6%; with 100% employer match about $25,785 at 4% or $17,190 at 6%. |
| 2018 | 1 | 224 | $2,300,694 | $443,791 | $1,981iApproximate average salary by contribution assumption: employee only about $49,530 at 4% or $33,020 at 6%; with 50% employer match about $33,020 at 4% or $22,013 at 6%; with 100% employer match about $24,765 at 4% or $16,510 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 224 | $2,300,694 | $443,791 | $1,981iApproximate average salary by contribution assumption: employee only about $49,530 at 4% or $33,020 at 6%; with 50% employer match about $33,020 at 4% or $22,013 at 6%; with 100% employer match about $24,765 at 4% or $16,510 at 6%. |
| 2017 | 1 | 201 | $2,588,209 | $469,842 | $2,338iApproximate average salary by contribution assumption: employee only about $58,438 at 4% or $38,959 at 6%; with 50% employer match about $38,959 at 4% or $25,972 at 6%; with 100% employer match about $29,219 at 4% or $19,479 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 201 | $2,588,209 | $469,842 | $2,338iApproximate average salary by contribution assumption: employee only about $58,438 at 4% or $38,959 at 6%; with 50% employer match about $38,959 at 4% or $25,972 at 6%; with 100% employer match about $29,219 at 4% or $19,479 at 6%. |
| 2016 | 1 | 179 | $2,095,225 | $463,951 | $2,592iApproximate average salary by contribution assumption: employee only about $64,798 at 4% or $43,198 at 6%; with 50% employer match about $43,198 at 4% or $28,799 at 6%; with 100% employer match about $32,399 at 4% or $21,599 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 179 | $2,095,225 | $463,951 | $2,592iApproximate average salary by contribution assumption: employee only about $64,798 at 4% or $43,198 at 6%; with 50% employer match about $43,198 at 4% or $28,799 at 6%; with 100% employer match about $32,399 at 4% or $21,599 at 6%. |
| 2015 | 1 | 212 | $1,845,160 | $715,397 | $3,375iApproximate average salary by contribution assumption: employee only about $84,363 at 4% or $56,242 at 6%; with 50% employer match about $56,242 at 4% or $37,495 at 6%; with 100% employer match about $42,181 at 4% or $28,121 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 212 | $1,845,160 | $715,397 | $3,375iApproximate average salary by contribution assumption: employee only about $84,363 at 4% or $56,242 at 6%; with 50% employer match about $56,242 at 4% or $37,495 at 6%; with 100% employer match about $42,181 at 4% or $28,121 at 6%. |
| 2014 | 1 | 98 | $1,689,161 | $505,831 | $5,162iApproximate average salary by contribution assumption: employee only about $129,039 at 4% or $86,026 at 6%; with 50% employer match about $86,026 at 4% or $57,350 at 6%; with 100% employer match about $64,519 at 4% or $43,013 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 98 | $1,689,161 | $505,831 | $5,162iApproximate average salary by contribution assumption: employee only about $129,039 at 4% or $86,026 at 6%; with 50% employer match about $86,026 at 4% or $57,350 at 6%; with 100% employer match about $64,519 at 4% or $43,013 at 6%. |
| 2013 | 1 | 136 | $1,570,425 | $479,427 | $3,525iApproximate average salary by contribution assumption: employee only about $88,130 at 4% or $58,753 at 6%; with 50% employer match about $58,753 at 4% or $39,169 at 6%; with 100% employer match about $44,065 at 4% or $29,377 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 136 | $1,570,425 | $479,427 | $3,525iApproximate average salary by contribution assumption: employee only about $88,130 at 4% or $58,753 at 6%; with 50% employer match about $58,753 at 4% or $39,169 at 6%; with 100% employer match about $44,065 at 4% or $29,377 at 6%. |
| 2012 | 1 | 126 | $1,227,869 | $394,273 | $3,129iApproximate average salary by contribution assumption: employee only about $78,229 at 4% or $52,153 at 6%; with 50% employer match about $52,153 at 4% or $34,768 at 6%; with 100% employer match about $39,114 at 4% or $26,076 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 126 | $1,227,869 | $394,273 | $3,129iApproximate average salary by contribution assumption: employee only about $78,229 at 4% or $52,153 at 6%; with 50% employer match about $52,153 at 4% or $34,768 at 6%; with 100% employer match about $39,114 at 4% or $26,076 at 6%. |
| 2011 | 1 | 109 | $837,053 | $402,343 | $3,691iApproximate average salary by contribution assumption: employee only about $92,281 at 4% or $61,520 at 6%; with 50% employer match about $61,520 at 4% or $41,014 at 6%; with 100% employer match about $46,140 at 4% or $30,760 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 109 | $837,053 | $402,343 | $3,691iApproximate average salary by contribution assumption: employee only about $92,281 at 4% or $61,520 at 6%; with 50% employer match about $61,520 at 4% or $41,014 at 6%; with 100% employer match about $46,140 at 4% or $30,760 at 6%. |
| 2010 | 1 | 102 | $841,861 | $392,044 | $3,844iApproximate average salary by contribution assumption: employee only about $96,089 at 4% or $64,059 at 6%; with 50% employer match about $64,059 at 4% or $42,706 at 6%; with 100% employer match about $48,045 at 4% or $32,030 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 102 | $841,861 | $392,044 | $3,844iApproximate average salary by contribution assumption: employee only about $96,089 at 4% or $64,059 at 6%; with 50% employer match about $64,059 at 4% or $42,706 at 6%; with 100% employer match about $48,045 at 4% or $32,030 at 6%. |
| 2009 | 1 | 101 | $401,446 | $391,396 | $3,875iApproximate average salary by contribution assumption: employee only about $96,880 at 4% or $64,587 at 6%; with 50% employer match about $64,587 at 4% or $43,058 at 6%; with 100% employer match about $48,440 at 4% or $32,293 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 101 | $401,446 | $391,396 | $3,875iApproximate average salary by contribution assumption: employee only about $96,880 at 4% or $64,587 at 6%; with 50% employer match about $64,587 at 4% or $43,058 at 6%; with 100% employer match about $48,440 at 4% or $32,293 at 6%. |
| 2001 | 1 | 0 | $0 | $16,687 | - |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 0 | - | $16,687 | - |
| 2000 | 1 | 8 | $22,089 | $16,004 | $2,001iApproximate average salary by contribution assumption: employee only about $50,013 at 4% or $33,342 at 6%; with 50% employer match about $33,342 at 4% or $22,228 at 6%; with 100% employer match about $25,006 at 4% or $16,671 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 8 | $22,089 | $16,004 | $2,001iApproximate average salary by contribution assumption: employee only about $50,013 at 4% or $33,342 at 6%; with 50% employer match about $33,342 at 4% or $22,228 at 6%; with 100% employer match about $25,006 at 4% or $16,671 at 6%. |
| 1999 | 1 | 9 | $40,692 | $22,972 | $2,552iApproximate average salary by contribution assumption: employee only about $63,811 at 4% or $42,541 at 6%; with 50% employer match about $42,541 at 4% or $28,360 at 6%; with 100% employer match about $31,906 at 4% or $21,270 at 6%. |
| Independent Professional Manag 401(K) Profit Sharing Plan & Trust | - | 9 | $40,692 | $22,972 | $2,552iApproximate average salary by contribution assumption: employee only about $63,811 at 4% or $42,541 at 6%; with 50% employer match about $42,541 at 4% or $28,360 at 6%; with 100% employer match about $31,906 at 4% or $21,270 at 6%. |