Civic Intelligence

Independence Advisory Group LLC

Plan context: Independence Advisory Group LLC 401(K)Plan

EIN 82-3402815 • Chadds Ford, PA • 13 filings • 2 plans

260 Kennett PikeChadds Ford, PA 19317
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$4,138,811

2025 Contributions

$337,399

Historical Graphs

Total Assets Over Time

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

$4,138,811$2,069,406$0201820222025YearValue
$4,138,811Latest year 2025

Participants Over Time

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

530201820222025YearValue
5Latest 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
202515$4,138,811$337,399$67,480iApproximate average salary by contribution assumption: employee only about $1,686,995 at 4% or $1,124,663 at 6%; with 50% employer match about $1,124,663 at 4% or $749,776 at 6%; with 100% employer match about $843,498 at 4% or $562,332 at 6%.
Independence Advisory Group LLC 401(K)Plan-5$4,138,811$337,399$67,480iApproximate average salary by contribution assumption: employee only about $1,686,995 at 4% or $1,124,663 at 6%; with 50% employer match about $1,124,663 at 4% or $749,776 at 6%; with 100% employer match about $843,498 at 4% or $562,332 at 6%.
202415$3,167,030$271,884$54,377iApproximate average salary by contribution assumption: employee only about $1,359,420 at 4% or $906,280 at 6%; with 50% employer match about $906,280 at 4% or $604,187 at 6%; with 100% employer match about $679,710 at 4% or $453,140 at 6%.
Independence Advisory Group LLC 401(K)Plan-5$3,167,030$271,884$54,377iApproximate average salary by contribution assumption: employee only about $1,359,420 at 4% or $906,280 at 6%; with 50% employer match about $906,280 at 4% or $604,187 at 6%; with 100% employer match about $679,710 at 4% or $453,140 at 6%.
202314$2,485,571$1,287,637$321,909iApproximate average salary by contribution assumption: employee only about $8,047,731 at 4% or $5,365,154 at 6%; with 50% employer match about $5,365,154 at 4% or $3,576,769 at 6%; with 100% employer match about $4,023,866 at 4% or $2,682,577 at 6%.
Independence Advisory Group LLC 401(K)Plan-4$2,485,571$1,287,637$321,909iApproximate average salary by contribution assumption: employee only about $8,047,731 at 4% or $5,365,154 at 6%; with 50% employer match about $5,365,154 at 4% or $3,576,769 at 6%; with 100% employer match about $4,023,866 at 4% or $2,682,577 at 6%.
202223$925,139$102,020$34,007iApproximate average salary by contribution assumption: employee only about $850,167 at 4% or $566,778 at 6%; with 50% employer match about $566,778 at 4% or $377,852 at 6%; with 100% employer match about $425,083 at 4% or $283,389 at 6%.
Independence Advisory Group LLC 401(K)Plan-3$925,139$102,020$34,007iApproximate average salary by contribution assumption: employee only about $850,167 at 4% or $566,778 at 6%; with 50% employer match about $566,778 at 4% or $377,852 at 6%; with 100% employer match about $425,083 at 4% or $283,389 at 6%.
INDEPENDENCE ADVISORY GROUP, LLC CASH BALANCE PLAN-0$0$0-
202123$2,131,837$130,832$43,611iApproximate average salary by contribution assumption: employee only about $1,090,267 at 4% or $726,844 at 6%; with 50% employer match about $726,844 at 4% or $484,563 at 6%; with 100% employer match about $545,133 at 4% or $363,422 at 6%.
Independence Advisory Group LLC 401(K)Plan-3$1,100,622$130,832$43,611iApproximate average salary by contribution assumption: employee only about $1,090,267 at 4% or $726,844 at 6%; with 50% employer match about $726,844 at 4% or $484,563 at 6%; with 100% employer match about $545,133 at 4% or $363,422 at 6%.
INDEPENDENCE ADVISORY GROUP, LLC CASH BALANCE PLAN-3$1,031,215$0-
202023$1,722,387$178,165$59,388iApproximate average salary by contribution assumption: employee only about $1,484,708 at 4% or $989,806 at 6%; with 50% employer match about $989,806 at 4% or $659,870 at 6%; with 100% employer match about $742,354 at 4% or $494,903 at 6%.
INDEPENDENCE ADVISORY GROUP, LLC CASH BALANCE PLAN-3$896,788$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Independence Advisory Group LLC 401(K)Plan-3$825,599$130,165$43,388iApproximate average salary by contribution assumption: employee only about $1,084,708 at 4% or $723,139 at 6%; with 50% employer match about $723,139 at 4% or $482,093 at 6%; with 100% employer match about $542,354 at 4% or $361,569 at 6%.
201923$1,237,760$227,553$75,851iApproximate average salary by contribution assumption: employee only about $1,896,275 at 4% or $1,264,183 at 6%; with 50% employer match about $1,264,183 at 4% or $842,789 at 6%; with 100% employer match about $948,138 at 4% or $632,092 at 6%.
INDEPENDENCE ADVISORY GROUP, LLC CASH BALANCE PLAN-1$707,967$80,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Independence Advisory Group LLC 401(K)Plan-3$529,793$147,553$49,184iApproximate average salary by contribution assumption: employee only about $1,229,608 at 4% or $819,739 at 6%; with 50% employer match about $819,739 at 4% or $546,493 at 6%; with 100% employer match about $614,804 at 4% or $409,869 at 6%.
201821$897,537$390,167$390,167iApproximate average salary by contribution assumption: employee only about $9,754,175 at 4% or $6,502,783 at 6%; with 50% employer match about $6,502,783 at 4% or $4,335,189 at 6%; with 100% employer match about $4,877,088 at 4% or $3,251,392 at 6%.
INDEPENDENCE ADVISORY GROUP, LLC CASH BALANCE PLAN-1$515,267$194,912$194,912iApproximate average salary by contribution assumption: employee only about $4,872,800 at 4% or $3,248,533 at 6%; with 50% employer match about $3,248,533 at 4% or $2,165,689 at 6%; with 100% employer match about $2,436,400 at 4% or $1,624,267 at 6%.
Independence Advisory Group LLC 401(K)Plan-1$382,270$195,255$195,255iApproximate average salary by contribution assumption: employee only about $4,881,375 at 4% or $3,254,250 at 6%; with 50% employer match about $3,254,250 at 4% or $2,169,500 at 6%; with 100% employer match about $2,440,688 at 4% or $1,627,125 at 6%.