Civic Intelligence

Iverson Financial Systems Inc

Plan context: Iverson Financial Systems Inc 401K Plan

EIN 94-2948201 • New York, NY • 14 filings • 5 plans

40 Fulton Street, 11th FloorNew York, NY 10038
Current Snapshot

Latest Year

2012

2012 Participants

37

2012 Assets

$1,444,204

2012 Contributions

$138,600

Historical Graphs

Total Assets Over Time

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

$1,444,204$722,102$0199920052011YearValue
$1,444,204Latest year 2011

Participants Over Time

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

43220199920052011YearValue
37Latest year 2011

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
201210$0$138,600-
Iverson Financial Systems Inc 401K Plan-0$0$138,600-
2011137$1,444,204$171,436$4,633iApproximate average salary by contribution assumption: employee only about $115,835 at 4% or $77,223 at 6%; with 50% employer match about $77,223 at 4% or $51,482 at 6%; with 100% employer match about $57,918 at 4% or $38,612 at 6%.
Iverson Financial Systems Inc 401K Plan-37$1,444,204$171,436$4,633iApproximate average salary by contribution assumption: employee only about $115,835 at 4% or $77,223 at 6%; with 50% employer match about $77,223 at 4% or $51,482 at 6%; with 100% employer match about $57,918 at 4% or $38,612 at 6%.
2010136$1,353,632$189,334$5,259iApproximate average salary by contribution assumption: employee only about $131,482 at 4% or $87,655 at 6%; with 50% employer match about $87,655 at 4% or $58,436 at 6%; with 100% employer match about $65,741 at 4% or $43,827 at 6%.
Iverson Financial Systems Inc 401K Plan-36$1,353,632$189,334$5,259iApproximate average salary by contribution assumption: employee only about $131,482 at 4% or $87,655 at 6%; with 50% employer match about $87,655 at 4% or $58,436 at 6%; with 100% employer match about $65,741 at 4% or $43,827 at 6%.
2009136$1,062,094$257,317$7,148iApproximate average salary by contribution assumption: employee only about $178,692 at 4% or $119,128 at 6%; with 50% employer match about $119,128 at 4% or $79,419 at 6%; with 100% employer match about $89,346 at 4% or $59,564 at 6%.
Iverson Financial Systems Inc 401K Plan-36$1,062,094$257,317$7,148iApproximate average salary by contribution assumption: employee only about $178,692 at 4% or $119,128 at 6%; with 50% employer match about $119,128 at 4% or $79,419 at 6%; with 100% employer match about $89,346 at 4% or $59,564 at 6%.
2008138$692,043$215,169$5,662iApproximate average salary by contribution assumption: employee only about $141,559 at 4% or $94,372 at 6%; with 50% employer match about $94,372 at 4% or $62,915 at 6%; with 100% employer match about $70,779 at 4% or $47,186 at 6%.
Iverson Financial Systems Inc 401K Plan-38$692,043$215,169$5,662iApproximate average salary by contribution assumption: employee only about $141,559 at 4% or $94,372 at 6%; with 50% employer match about $94,372 at 4% or $62,915 at 6%; with 100% employer match about $70,779 at 4% or $47,186 at 6%.
2007136$933,537$160,156$4,449iApproximate average salary by contribution assumption: employee only about $111,219 at 4% or $74,146 at 6%; with 50% employer match about $74,146 at 4% or $49,431 at 6%; with 100% employer match about $55,610 at 4% or $37,073 at 6%.
Iverson Financial Systems Inc 401K Plan-36$933,537$160,156$4,449iApproximate average salary by contribution assumption: employee only about $111,219 at 4% or $74,146 at 6%; with 50% employer match about $74,146 at 4% or $49,431 at 6%; with 100% employer match about $55,610 at 4% or $37,073 at 6%.
2006127$730,056$106,911$3,960iApproximate average salary by contribution assumption: employee only about $98,992 at 4% or $65,994 at 6%; with 50% employer match about $65,994 at 4% or $43,996 at 6%; with 100% employer match about $49,496 at 4% or $32,997 at 6%.
Iverson Financial Systems Inc 401K Plan-27$730,056$106,911$3,960iApproximate average salary by contribution assumption: employee only about $98,992 at 4% or $65,994 at 6%; with 50% employer match about $65,994 at 4% or $43,996 at 6%; with 100% employer match about $49,496 at 4% or $32,997 at 6%.
2005120$590,874$110,205$5,510iApproximate average salary by contribution assumption: employee only about $137,756 at 4% or $91,838 at 6%; with 50% employer match about $91,838 at 4% or $61,225 at 6%; with 100% employer match about $68,878 at 4% or $45,919 at 6%.
Iverson Financial Systems Inc 401K Plan-20$590,874$110,205$5,510iApproximate average salary by contribution assumption: employee only about $137,756 at 4% or $91,838 at 6%; with 50% employer match about $91,838 at 4% or $61,225 at 6%; with 100% employer match about $68,878 at 4% or $45,919 at 6%.
2004125$570,572$151,908$6,076iApproximate average salary by contribution assumption: employee only about $151,908 at 4% or $101,272 at 6%; with 50% employer match about $101,272 at 4% or $67,515 at 6%; with 100% employer match about $75,954 at 4% or $50,636 at 6%.
Iverson Financial Systems Inc 401K Plan-25$570,572$151,908$6,076iApproximate average salary by contribution assumption: employee only about $151,908 at 4% or $101,272 at 6%; with 50% employer match about $101,272 at 4% or $67,515 at 6%; with 100% employer match about $75,954 at 4% or $50,636 at 6%.
2003143$681,388$196,405$4,568iApproximate average salary by contribution assumption: employee only about $114,189 at 4% or $76,126 at 6%; with 50% employer match about $76,126 at 4% or $50,751 at 6%; with 100% employer match about $57,094 at 4% or $38,063 at 6%.
Iverson Financial Systems Inc 401K Plan-43$681,388$196,405$4,568iApproximate average salary by contribution assumption: employee only about $114,189 at 4% or $76,126 at 6%; with 50% employer match about $76,126 at 4% or $50,751 at 6%; with 100% employer match about $57,094 at 4% or $38,063 at 6%.
2002141$419,842$215,709$5,261iApproximate average salary by contribution assumption: employee only about $131,530 at 4% or $87,687 at 6%; with 50% employer match about $87,687 at 4% or $58,458 at 6%; with 100% employer match about $65,765 at 4% or $43,843 at 6%.
Iverson Financial Systems Inc 401K Plan-41$419,842$215,709$5,261iApproximate average salary by contribution assumption: employee only about $131,530 at 4% or $87,687 at 6%; with 50% employer match about $87,687 at 4% or $58,458 at 6%; with 100% employer match about $65,765 at 4% or $43,843 at 6%.
2001141$295,388$168,598$4,112iApproximate average salary by contribution assumption: employee only about $102,804 at 4% or $68,536 at 6%; with 50% employer match about $68,536 at 4% or $45,691 at 6%; with 100% employer match about $51,402 at 4% or $34,268 at 6%.
Iverson Financial Systems Inc 401K Plan-41$295,388$168,598$4,112iApproximate average salary by contribution assumption: employee only about $102,804 at 4% or $68,536 at 6%; with 50% employer match about $68,536 at 4% or $45,691 at 6%; with 100% employer match about $51,402 at 4% or $34,268 at 6%.
2000132$186,993$126,966$3,968iApproximate average salary by contribution assumption: employee only about $99,192 at 4% or $66,128 at 6%; with 50% employer match about $66,128 at 4% or $44,085 at 6%; with 100% employer match about $49,596 at 4% or $33,064 at 6%.
Iverson Financial Systems Inc 401K Plan-32$186,993$126,966$3,968iApproximate average salary by contribution assumption: employee only about $99,192 at 4% or $66,128 at 6%; with 50% employer match about $66,128 at 4% or $44,085 at 6%; with 100% employer match about $49,596 at 4% or $33,064 at 6%.
1999135$90,572$90,178$2,577iApproximate average salary by contribution assumption: employee only about $64,413 at 4% or $42,942 at 6%; with 50% employer match about $42,942 at 4% or $28,628 at 6%; with 100% employer match about $32,206 at 4% or $21,471 at 6%.
Iverson Financial Systems Inc 401K Plan-35$90,572$90,178$2,577iApproximate average salary by contribution assumption: employee only about $64,413 at 4% or $42,942 at 6%; with 50% employer match about $42,942 at 4% or $28,628 at 6%; with 100% employer match about $32,206 at 4% or $21,471 at 6%.