Ifs Wealth Management LLC
Plan context: Ifs Wealth Management LLC 401(K) Profit Sharing Plan
EIN 93-3827410 • Sewickley, PA • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$3,725,438
2025 Contributions
$231,442
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 | 6 | $3,725,438 | $231,442 | $38,574iApproximate average salary by contribution assumption: employee only about $964,342 at 4% or $642,894 at 6%; with 50% employer match about $642,894 at 4% or $428,596 at 6%; with 100% employer match about $482,171 at 4% or $321,447 at 6%. |
| Ifs Wealth Management LLC 401(K) Profit Sharing Plan | - | 6 | $3,725,438 | $231,442 | $38,574iApproximate average salary by contribution assumption: employee only about $964,342 at 4% or $642,894 at 6%; with 50% employer match about $642,894 at 4% or $428,596 at 6%; with 100% employer match about $482,171 at 4% or $321,447 at 6%. |
| 2024 | 2 | 7 | $3,384,219 | $576,522 | $82,360iApproximate average salary by contribution assumption: employee only about $2,059,007 at 4% or $1,372,671 at 6%; with 50% employer match about $1,372,671 at 4% or $915,114 at 6%; with 100% employer match about $1,029,504 at 4% or $686,336 at 6%. |
| Ifs Wealth Management LLC 401(K) Profit Sharing Plan | - | 7 | $3,041,546 | $233,849 | $33,407iApproximate average salary by contribution assumption: employee only about $835,175 at 4% or $556,783 at 6%; with 50% employer match about $556,783 at 4% or $371,189 at 6%; with 100% employer match about $417,588 at 4% or $278,392 at 6%. |
| IFS WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | - | 3 | $342,673 | $342,673 | $114,224iApproximate average salary by contribution assumption: employee only about $2,855,608 at 4% or $1,903,739 at 6%; with 50% employer match about $1,903,739 at 4% or $1,269,159 at 6%; with 100% employer match about $1,427,804 at 4% or $951,869 at 6%. |