Civic Intelligence

Inheritance Funding Company Inc

Plan context: Ifc Employee Stock Ownership Plan

EIN 94-3320550 • San Francisco, CA • 49 filings • 5 plans

235 Montgomery StreetSuite 1035San Francisco, CA 94104
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$12,280,746

2024 Contributions

$858,812

Historical Graphs

Total Assets Over Time

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

$12,280,746$6,140,373$0200320142024YearValue
$12,280,746Latest year 2024

Participants Over Time

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

22110200320142024YearValue
22Latest year 2024

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
2024222$12,280,746$858,812$39,037iApproximate average salary by contribution assumption: employee only about $975,923 at 4% or $650,615 at 6%; with 50% employer match about $650,615 at 4% or $433,743 at 6%; with 100% employer match about $487,961 at 4% or $325,308 at 6%.
Ifc Employee Stock Ownership Plan-14$8,859,921$592,853$42,347iApproximate average salary by contribution assumption: employee only about $1,058,666 at 4% or $705,777 at 6%; with 50% employer match about $705,777 at 4% or $470,518 at 6%; with 100% employer match about $529,333 at 4% or $352,889 at 6%.
Inheritance Funding Company Inc 401(K) Plan-22$3,420,825$265,959$12,089iApproximate average salary by contribution assumption: employee only about $302,226 at 4% or $201,484 at 6%; with 50% employer match about $201,484 at 4% or $134,323 at 6%; with 100% employer match about $151,113 at 4% or $100,742 at 6%.
2023219$11,036,802$721,958$37,998iApproximate average salary by contribution assumption: employee only about $949,945 at 4% or $633,296 at 6%; with 50% employer match about $633,296 at 4% or $422,198 at 6%; with 100% employer match about $474,972 at 4% or $316,648 at 6%.
Ifc Employee Stock Ownership Plan-12$8,342,717$467,618$38,968iApproximate average salary by contribution assumption: employee only about $974,204 at 4% or $649,469 at 6%; with 50% employer match about $649,469 at 4% or $432,980 at 6%; with 100% employer match about $487,102 at 4% or $324,735 at 6%.
Inheritance Funding Company Inc 401(K) Plan-19$2,694,085$254,340$13,386iApproximate average salary by contribution assumption: employee only about $334,658 at 4% or $223,105 at 6%; with 50% employer match about $223,105 at 4% or $148,737 at 6%; with 100% employer match about $167,329 at 4% or $111,553 at 6%.
2022220$8,639,718$707,030$35,352iApproximate average salary by contribution assumption: employee only about $883,788 at 4% or $589,192 at 6%; with 50% employer match about $589,192 at 4% or $392,794 at 6%; with 100% employer match about $441,894 at 4% or $294,596 at 6%.
Ifc Employee Stock Ownership Plan-13$6,626,736$448,428$34,494iApproximate average salary by contribution assumption: employee only about $862,362 at 4% or $574,908 at 6%; with 50% employer match about $574,908 at 4% or $383,272 at 6%; with 100% employer match about $431,181 at 4% or $287,454 at 6%.
Inheritance Funding Company Inc 401(K) Plan-20$2,012,982$258,602$12,930iApproximate average salary by contribution assumption: employee only about $323,253 at 4% or $215,502 at 6%; with 50% employer match about $215,502 at 4% or $143,668 at 6%; with 100% employer match about $161,626 at 4% or $107,751 at 6%.
2021220$7,684,434$676,914$33,846iApproximate average salary by contribution assumption: employee only about $846,142 at 4% or $564,095 at 6%; with 50% employer match about $564,095 at 4% or $376,063 at 6%; with 100% employer match about $423,071 at 4% or $282,048 at 6%.
Ifc Employee Stock Ownership Plan-13$5,531,254$482,717$37,132iApproximate average salary by contribution assumption: employee only about $928,302 at 4% or $618,868 at 6%; with 50% employer match about $618,868 at 4% or $412,579 at 6%; with 100% employer match about $464,151 at 4% or $309,434 at 6%.
Inheritance Funding Company Inc 401(K) Plan-20$2,153,180$194,197$9,710iApproximate average salary by contribution assumption: employee only about $242,746 at 4% or $161,831 at 6%; with 50% employer match about $161,831 at 4% or $107,887 at 6%; with 100% employer match about $121,373 at 4% or $80,915 at 6%.
2020221$7,272,513$577,312$27,491iApproximate average salary by contribution assumption: employee only about $687,276 at 4% or $458,184 at 6%; with 50% employer match about $458,184 at 4% or $305,456 at 6%; with 100% employer match about $343,638 at 4% or $229,092 at 6%.
Ifc Employee Stock Ownership Plan-13$5,496,228$420,706$32,362iApproximate average salary by contribution assumption: employee only about $809,050 at 4% or $539,367 at 6%; with 50% employer match about $539,367 at 4% or $359,578 at 6%; with 100% employer match about $404,525 at 4% or $269,683 at 6%.
Inheritance Funding Company Inc 401(K) Plan-21$1,776,285$156,606$7,457iApproximate average salary by contribution assumption: employee only about $186,436 at 4% or $124,290 at 6%; with 50% employer match about $124,290 at 4% or $82,860 at 6%; with 100% employer match about $93,218 at 4% or $62,145 at 6%.
2019218$6,738,707$501,519$27,862iApproximate average salary by contribution assumption: employee only about $696,554 at 4% or $464,369 at 6%; with 50% employer match about $464,369 at 4% or $309,580 at 6%; with 100% employer match about $348,277 at 4% or $232,185 at 6%.
Ifc Employee Stock Ownership Plan-13$5,321,828$381,222$29,325iApproximate average salary by contribution assumption: employee only about $733,119 at 4% or $488,746 at 6%; with 50% employer match about $488,746 at 4% or $325,831 at 6%; with 100% employer match about $366,560 at 4% or $244,373 at 6%.
Inheritance Funding Company Inc 401(K) Plan-18$1,416,879$120,297$6,683iApproximate average salary by contribution assumption: employee only about $167,079 at 4% or $111,386 at 6%; with 50% employer match about $111,386 at 4% or $74,257 at 6%; with 100% employer match about $83,540 at 4% or $55,693 at 6%.
2018212$5,845,236$510,915$42,576iApproximate average salary by contribution assumption: employee only about $1,064,406 at 4% or $709,604 at 6%; with 50% employer match about $709,604 at 4% or $473,069 at 6%; with 100% employer match about $532,203 at 4% or $354,802 at 6%.
Ifc Employee Stock Ownership Plan-12$4,674,376$385,190$32,099iApproximate average salary by contribution assumption: employee only about $802,479 at 4% or $534,986 at 6%; with 50% employer match about $534,986 at 4% or $356,657 at 6%; with 100% employer match about $401,240 at 4% or $267,493 at 6%.
Inheritance Funding Company Inc 401(K) Plan-11$1,170,860$125,725$11,430iApproximate average salary by contribution assumption: employee only about $285,739 at 4% or $190,492 at 6%; with 50% employer match about $190,492 at 4% or $126,995 at 6%; with 100% employer match about $142,869 at 4% or $95,246 at 6%.
2017213$5,527,870$419,228$32,248iApproximate average salary by contribution assumption: employee only about $806,208 at 4% or $537,472 at 6%; with 50% employer match about $537,472 at 4% or $358,315 at 6%; with 100% employer match about $403,104 at 4% or $268,736 at 6%.
Ifc Employee Stock Ownership Plan-13$4,268,215$292,142$22,472iApproximate average salary by contribution assumption: employee only about $561,812 at 4% or $374,541 at 6%; with 50% employer match about $374,541 at 4% or $249,694 at 6%; with 100% employer match about $280,906 at 4% or $187,271 at 6%.
Inheritance Funding Company Inc 401(K) Plan-11$1,259,655$127,086$11,553iApproximate average salary by contribution assumption: employee only about $288,832 at 4% or $192,555 at 6%; with 50% employer match about $192,555 at 4% or $128,370 at 6%; with 100% employer match about $144,416 at 4% or $96,277 at 6%.
2016212$4,521,416$422,527$35,211iApproximate average salary by contribution assumption: employee only about $880,265 at 4% or $586,843 at 6%; with 50% employer match about $586,843 at 4% or $391,229 at 6%; with 100% employer match about $440,132 at 4% or $293,422 at 6%.
Ifc Employee Stock Ownership Plan-12$3,481,486$298,369$24,864iApproximate average salary by contribution assumption: employee only about $621,602 at 4% or $414,401 at 6%; with 50% employer match about $414,401 at 4% or $276,268 at 6%; with 100% employer match about $310,801 at 4% or $207,201 at 6%.
Inheritance Funding Company Inc 401(K) Plan-12$1,039,930$124,158$10,347iApproximate average salary by contribution assumption: employee only about $258,663 at 4% or $172,442 at 6%; with 50% employer match about $172,442 at 4% or $114,961 at 6%; with 100% employer match about $129,331 at 4% or $86,221 at 6%.
2015212$4,095,388$610,497$50,875iApproximate average salary by contribution assumption: employee only about $1,271,869 at 4% or $847,913 at 6%; with 50% employer match about $847,913 at 4% or $565,275 at 6%; with 100% employer match about $635,934 at 4% or $423,956 at 6%.
Ifc Employee Stock Ownership Plan-12$3,178,063$514,054$42,838iApproximate average salary by contribution assumption: employee only about $1,070,946 at 4% or $713,964 at 6%; with 50% employer match about $713,964 at 4% or $475,976 at 6%; with 100% employer match about $535,473 at 4% or $356,982 at 6%.
Inheritance Funding Company Inc 401(K) Plan-12$917,325$96,443$8,037iApproximate average salary by contribution assumption: employee only about $200,923 at 4% or $133,949 at 6%; with 50% employer match about $133,949 at 4% or $89,299 at 6%; with 100% employer match about $100,461 at 4% or $66,974 at 6%.
2014311$3,303,432$148,498$13,500iApproximate average salary by contribution assumption: employee only about $337,495 at 4% or $224,997 at 6%; with 50% employer match about $224,997 at 4% or $149,998 at 6%; with 100% employer match about $168,748 at 4% or $112,498 at 6%.
Ifc Employee Stock Ownership Plan-11$2,463,841$12,184$1,108iApproximate average salary by contribution assumption: employee only about $27,691 at 4% or $18,461 at 6%; with 50% employer match about $18,461 at 4% or $12,307 at 6%; with 100% employer match about $13,845 at 4% or $9,230 at 6%.
Inheritance Funding Company Inc 401(K) Plan-11$839,591$136,314$12,392iApproximate average salary by contribution assumption: employee only about $309,805 at 4% or $206,536 at 6%; with 50% employer match about $206,536 at 4% or $137,691 at 6%; with 100% employer match about $154,902 at 4% or $103,268 at 6%.
IFC ELIGIBLE INDIVIDUAL ACCOUNT PLAN-0---
2013311$3,373,025$170,846$15,531iApproximate average salary by contribution assumption: employee only about $388,286 at 4% or $258,858 at 6%; with 50% employer match about $258,858 at 4% or $172,572 at 6%; with 100% employer match about $194,143 at 4% or $129,429 at 6%.
Ifc Employee Stock Ownership Plan-10$2,229,452$42,172$4,217iApproximate average salary by contribution assumption: employee only about $105,430 at 4% or $70,287 at 6%; with 50% employer match about $70,287 at 4% or $46,858 at 6%; with 100% employer match about $52,715 at 4% or $35,143 at 6%.
Inheritance Funding Company Inc 401(K) Plan-11$680,301$128,674$11,698iApproximate average salary by contribution assumption: employee only about $292,441 at 4% or $194,961 at 6%; with 50% employer match about $194,961 at 4% or $129,974 at 6%; with 100% employer match about $146,220 at 4% or $97,480 at 6%.
IFC ELIGIBLE INDIVIDUAL ACCOUNT PLAN-10$463,272--
2012311$2,806,139$171,734$15,612iApproximate average salary by contribution assumption: employee only about $390,305 at 4% or $260,203 at 6%; with 50% employer match about $260,203 at 4% or $173,469 at 6%; with 100% employer match about $195,152 at 4% or $130,102 at 6%.
Ifc Employee Stock Ownership Plan-11$1,966,506$52,351$4,759iApproximate average salary by contribution assumption: employee only about $118,980 at 4% or $79,320 at 6%; with 50% employer match about $79,320 at 4% or $52,880 at 6%; with 100% employer match about $59,490 at 4% or $39,660 at 6%.
Inheritance Funding Company Inc 401(K) Plan-11$436,335$111,269$10,115iApproximate average salary by contribution assumption: employee only about $252,884 at 4% or $168,589 at 6%; with 50% employer match about $168,589 at 4% or $112,393 at 6%; with 100% employer match about $126,442 at 4% or $84,295 at 6%.
IFC ELIGIBLE INDIVIDUAL ACCOUNT PLAN-11$403,298$8,114$738iApproximate average salary by contribution assumption: employee only about $18,441 at 4% or $12,294 at 6%; with 50% employer match about $12,294 at 4% or $8,196 at 6%; with 100% employer match about $9,220 at 4% or $6,147 at 6%.
2011311$3,215,131$121,416$11,038iApproximate average salary by contribution assumption: employee only about $275,945 at 4% or $183,964 at 6%; with 50% employer match about $183,964 at 4% or $122,642 at 6%; with 100% employer match about $137,973 at 4% or $91,982 at 6%.
Ifc Employee Stock Ownership Plan-11$2,435,442$47,476$4,316iApproximate average salary by contribution assumption: employee only about $107,900 at 4% or $71,933 at 6%; with 50% employer match about $71,933 at 4% or $47,956 at 6%; with 100% employer match about $53,950 at 4% or $35,967 at 6%.
IFC ELIGIBLE INDIVIDUAL ACCOUNT PLAN-11$498,779--
Inheritance Funding Company Inc 401(K) Plan-10$280,910$73,940$7,394iApproximate average salary by contribution assumption: employee only about $184,850 at 4% or $123,233 at 6%; with 50% employer match about $123,233 at 4% or $82,156 at 6%; with 100% employer match about $92,425 at 4% or $61,617 at 6%.
2010311$3,150,565$99,745$9,068iApproximate average salary by contribution assumption: employee only about $226,693 at 4% or $151,129 at 6%; with 50% employer match about $151,129 at 4% or $100,753 at 6%; with 100% employer match about $113,347 at 4% or $75,564 at 6%.
Ifc Employee Stock Ownership Plan-11$2,438,112$41,491$3,772iApproximate average salary by contribution assumption: employee only about $94,298 at 4% or $62,865 at 6%; with 50% employer match about $62,865 at 4% or $41,910 at 6%; with 100% employer match about $47,149 at 4% or $31,433 at 6%.
IFC ELIGIBLE INDIVIDUAL ACCOUNT PLAN-11$499,323$12,612$1,147iApproximate average salary by contribution assumption: employee only about $28,664 at 4% or $19,109 at 6%; with 50% employer match about $19,109 at 4% or $12,739 at 6%; with 100% employer match about $14,332 at 4% or $9,555 at 6%.
Inheritance Funding Company Inc 401(K) Plan-8$213,130$45,642$5,705iApproximate average salary by contribution assumption: employee only about $142,631 at 4% or $95,088 at 6%; with 50% employer match about $95,088 at 4% or $63,392 at 6%; with 100% employer match about $71,316 at 4% or $47,544 at 6%.
2009317$2,734,628$80,563$4,739iApproximate average salary by contribution assumption: employee only about $118,475 at 4% or $78,983 at 6%; with 50% employer match about $78,983 at 4% or $52,656 at 6%; with 100% employer match about $59,238 at 4% or $39,492 at 6%.
Ifc Employee Stock Ownership Plan-9$2,142,691$21,345$2,372iApproximate average salary by contribution assumption: employee only about $59,292 at 4% or $39,528 at 6%; with 50% employer match about $39,528 at 4% or $26,352 at 6%; with 100% employer match about $29,646 at 4% or $19,764 at 6%.
IFC ELIGIBLE INDIVIDUAL ACCOUNT PLAN-9$441,672$29,954$3,328iApproximate average salary by contribution assumption: employee only about $83,206 at 4% or $55,470 at 6%; with 50% employer match about $55,470 at 4% or $36,980 at 6%; with 100% employer match about $41,603 at 4% or $27,735 at 6%.
Inheritance Funding Company Inc 401(K) Plan-17$150,265$29,264$1,721iApproximate average salary by contribution assumption: employee only about $43,035 at 4% or $28,690 at 6%; with 50% employer match about $28,690 at 4% or $19,127 at 6%; with 100% employer match about $21,518 at 4% or $14,345 at 6%.
2008214$525,481$58,490$4,178iApproximate average salary by contribution assumption: employee only about $104,446 at 4% or $69,631 at 6%; with 50% employer match about $69,631 at 4% or $46,421 at 6%; with 100% employer match about $52,223 at 4% or $34,815 at 6%.
IFC ELIGIBLE INDIVIDUAL ACCOUNT PLAN-9$429,519$3,222$358iApproximate average salary by contribution assumption: employee only about $8,950 at 4% or $5,967 at 6%; with 50% employer match about $5,967 at 4% or $3,978 at 6%; with 100% employer match about $4,475 at 4% or $2,983 at 6%.
Inheritance Funding Company Inc 401(K) Plan-14$95,962$55,268$3,948iApproximate average salary by contribution assumption: employee only about $98,693 at 4% or $65,795 at 6%; with 50% employer match about $65,795 at 4% or $43,863 at 6%; with 100% employer match about $49,346 at 4% or $32,898 at 6%.
2007215$75,929$1,988$133iApproximate average salary by contribution assumption: employee only about $3,313 at 4% or $2,209 at 6%; with 50% employer match about $2,209 at 4% or $1,473 at 6%; with 100% employer match about $1,657 at 4% or $1,104 at 6%.
Ifc Employee Stock Ownership Plan-15$75,929$1,988$133iApproximate average salary by contribution assumption: employee only about $3,313 at 4% or $2,209 at 6%; with 50% employer match about $2,209 at 4% or $1,473 at 6%; with 100% employer match about $1,657 at 4% or $1,104 at 6%.
IFC ELIGIBLE INDIVIDUAL ACCOUNT PLAN-9---
2006214$618,438$173,149$12,368iApproximate average salary by contribution assumption: employee only about $309,195 at 4% or $206,130 at 6%; with 50% employer match about $206,130 at 4% or $137,420 at 6%; with 100% employer match about $154,597 at 4% or $103,065 at 6%.
IFC ELIGIBLE INDIVIDUAL ACCOUNT PLAN-12$483,760$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Ifc Employee Stock Ownership Plan-14$134,678$73,149$5,225iApproximate average salary by contribution assumption: employee only about $130,623 at 4% or $87,082 at 6%; with 50% employer match about $87,082 at 4% or $58,055 at 6%; with 100% employer match about $65,312 at 4% or $43,541 at 6%.
2005213$471,127$257,958$19,843iApproximate average salary by contribution assumption: employee only about $496,073 at 4% or $330,715 at 6%; with 50% employer match about $330,715 at 4% or $220,477 at 6%; with 100% employer match about $248,037 at 4% or $165,358 at 6%.
IFC ELIGIBLE INDIVIDUAL ACCOUNT PLAN-11$417,492$214,000$19,455iApproximate average salary by contribution assumption: employee only about $486,364 at 4% or $324,242 at 6%; with 50% employer match about $324,242 at 4% or $216,162 at 6%; with 100% employer match about $243,182 at 4% or $162,121 at 6%.
Ifc Employee Stock Ownership Plan-13$53,635$43,958$3,381iApproximate average salary by contribution assumption: employee only about $84,535 at 4% or $56,356 at 6%; with 50% employer match about $56,356 at 4% or $37,571 at 6%; with 100% employer match about $42,267 at 4% or $28,178 at 6%.
2004211$273,235$131,266$11,933iApproximate average salary by contribution assumption: employee only about $298,332 at 4% or $198,888 at 6%; with 50% employer match about $198,888 at 4% or $132,592 at 6%; with 100% employer match about $149,166 at 4% or $99,444 at 6%.
IFC ELIGIBLE INDIVIDUAL ACCOUNT PLAN-11$266,839$125,000$11,364iApproximate average salary by contribution assumption: employee only about $284,091 at 4% or $189,394 at 6%; with 50% employer match about $189,394 at 4% or $126,263 at 6%; with 100% employer match about $142,045 at 4% or $94,697 at 6%.
Ifc Employee Stock Ownership Plan-10$6,396$6,266$627iApproximate average salary by contribution assumption: employee only about $15,665 at 4% or $10,443 at 6%; with 50% employer match about $10,443 at 4% or $6,962 at 6%; with 100% employer match about $7,833 at 4% or $5,222 at 6%.
200317$714,550$125,200$17,886iApproximate average salary by contribution assumption: employee only about $447,143 at 4% or $298,095 at 6%; with 50% employer match about $298,095 at 4% or $198,730 at 6%; with 100% employer match about $223,571 at 4% or $149,048 at 6%.
Ifc Employee Stock Ownership Plan-7$714,550$125,200$17,886iApproximate average salary by contribution assumption: employee only about $447,143 at 4% or $298,095 at 6%; with 50% employer match about $298,095 at 4% or $198,730 at 6%; with 100% employer match about $223,571 at 4% or $149,048 at 6%.