Integral Financial Solutions LLC
Plan context: Integral Financial Solutions LLC Retirement Plan
EIN 80-0534120 • San Francisco, CA • 6 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$581,343
2019 Contributions
$1,830,102
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $1,830,102 | - |
| Integral Financial Solutions LLC Retirement Plan | - | 0 | - | $1,830,102 | - |
| 2018 | 1 | 3 | $581,343 | $111,513 | $37,171iApproximate average salary by contribution assumption: employee only about $929,275 at 4% or $619,517 at 6%; with 50% employer match about $619,517 at 4% or $413,011 at 6%; with 100% employer match about $464,638 at 4% or $309,758 at 6%. |
| Integral Financial Solutions LLC Retirement Plan | - | 3 | $581,343 | $111,513 | $37,171iApproximate average salary by contribution assumption: employee only about $929,275 at 4% or $619,517 at 6%; with 50% employer match about $619,517 at 4% or $413,011 at 6%; with 100% employer match about $464,638 at 4% or $309,758 at 6%. |
| 2017 | 1 | 3 | $509,712 | $99,434 | $33,145iApproximate average salary by contribution assumption: employee only about $828,617 at 4% or $552,411 at 6%; with 50% employer match about $552,411 at 4% or $368,274 at 6%; with 100% employer match about $414,308 at 4% or $276,206 at 6%. |
| Integral Financial Solutions LLC Retirement Plan | - | 3 | $509,712 | $99,434 | $33,145iApproximate average salary by contribution assumption: employee only about $828,617 at 4% or $552,411 at 6%; with 50% employer match about $552,411 at 4% or $368,274 at 6%; with 100% employer match about $414,308 at 4% or $276,206 at 6%. |
| 2016 | 1 | 3 | $349,603 | $90,145 | $30,048iApproximate average salary by contribution assumption: employee only about $751,208 at 4% or $500,806 at 6%; with 50% employer match about $500,806 at 4% or $333,870 at 6%; with 100% employer match about $375,604 at 4% or $250,403 at 6%. |
| Integral Financial Solutions LLC Retirement Plan | - | 3 | $349,603 | $90,145 | $30,048iApproximate average salary by contribution assumption: employee only about $751,208 at 4% or $500,806 at 6%; with 50% employer match about $500,806 at 4% or $333,870 at 6%; with 100% employer match about $375,604 at 4% or $250,403 at 6%. |
| 2015 | 1 | 3 | $230,761 | $89,674 | $29,891iApproximate average salary by contribution assumption: employee only about $747,283 at 4% or $498,189 at 6%; with 50% employer match about $498,189 at 4% or $332,126 at 6%; with 100% employer match about $373,642 at 4% or $249,094 at 6%. |
| Integral Financial Solutions LLC Retirement Plan | - | 3 | $230,761 | $89,674 | $29,891iApproximate average salary by contribution assumption: employee only about $747,283 at 4% or $498,189 at 6%; with 50% employer match about $498,189 at 4% or $332,126 at 6%; with 100% employer match about $373,642 at 4% or $249,094 at 6%. |
| 2014 | 1 | 3 | $148,468 | $55,623 | $18,541iApproximate average salary by contribution assumption: employee only about $463,525 at 4% or $309,017 at 6%; with 50% employer match about $309,017 at 4% or $206,011 at 6%; with 100% employer match about $231,763 at 4% or $154,508 at 6%. |
| Integral Financial Solutions LLC Retirement Plan | - | 3 | $148,468 | $55,623 | $18,541iApproximate average salary by contribution assumption: employee only about $463,525 at 4% or $309,017 at 6%; with 50% employer match about $309,017 at 4% or $206,011 at 6%; with 100% employer match about $231,763 at 4% or $154,508 at 6%. |