Civic Intelligence

Irwin Fisher Inc.

Plan context: Irwin Fisher 401K Plan

EIN 94-3340727 • San Carlos, CA • 13 filings • 3 plans

1209 Eaton Avenue, Suite 2San Carlos, CA 94070
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$407,030

2023 Contributions

$7,360

Historical Graphs

Total Assets Over Time

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

$475,001$237,501$0201120172022YearValue
$407,030Latest year 2022

Participants Over Time

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

420201120172022YearValue
4Latest year 2022

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
202310$0$7,360-
Irwin Fisher 401K Plan-0$0$7,360-
202214$407,030$7,510$1,878iApproximate average salary by contribution assumption: employee only about $46,938 at 4% or $31,292 at 6%; with 50% employer match about $31,292 at 4% or $20,861 at 6%; with 100% employer match about $23,469 at 4% or $15,646 at 6%.
Irwin Fisher 401K Plan-4$407,030$7,510$1,878iApproximate average salary by contribution assumption: employee only about $46,938 at 4% or $31,292 at 6%; with 50% employer match about $31,292 at 4% or $20,861 at 6%; with 100% employer match about $23,469 at 4% or $15,646 at 6%.
202114$475,001$58,236$14,559iApproximate average salary by contribution assumption: employee only about $363,975 at 4% or $242,650 at 6%; with 50% employer match about $242,650 at 4% or $161,767 at 6%; with 100% employer match about $181,988 at 4% or $121,325 at 6%.
Irwin Fisher 401K Plan-4$475,001$58,236$14,559iApproximate average salary by contribution assumption: employee only about $363,975 at 4% or $242,650 at 6%; with 50% employer match about $242,650 at 4% or $161,767 at 6%; with 100% employer match about $181,988 at 4% or $121,325 at 6%.
202014$388,383$57,268$14,317iApproximate average salary by contribution assumption: employee only about $357,925 at 4% or $238,617 at 6%; with 50% employer match about $238,617 at 4% or $159,078 at 6%; with 100% employer match about $178,963 at 4% or $119,308 at 6%.
Irwin Fisher 401K Plan-4$388,383$57,268$14,317iApproximate average salary by contribution assumption: employee only about $357,925 at 4% or $238,617 at 6%; with 50% employer match about $238,617 at 4% or $159,078 at 6%; with 100% employer match about $178,963 at 4% or $119,308 at 6%.
201914$296,060$55,077$13,769iApproximate average salary by contribution assumption: employee only about $344,231 at 4% or $229,488 at 6%; with 50% employer match about $229,488 at 4% or $152,992 at 6%; with 100% employer match about $172,116 at 4% or $114,744 at 6%.
Irwin Fisher 401K Plan-4$296,060$55,077$13,769iApproximate average salary by contribution assumption: employee only about $344,231 at 4% or $229,488 at 6%; with 50% employer match about $229,488 at 4% or $152,992 at 6%; with 100% employer match about $172,116 at 4% or $114,744 at 6%.
201814$203,550$79,568$19,892iApproximate average salary by contribution assumption: employee only about $497,300 at 4% or $331,533 at 6%; with 50% employer match about $331,533 at 4% or $221,022 at 6%; with 100% employer match about $248,650 at 4% or $165,767 at 6%.
Irwin Fisher 401K Plan-4$203,550$79,568$19,892iApproximate average salary by contribution assumption: employee only about $497,300 at 4% or $331,533 at 6%; with 50% employer match about $331,533 at 4% or $221,022 at 6%; with 100% employer match about $248,650 at 4% or $165,767 at 6%.
201714$135,587$10,032$2,508iApproximate average salary by contribution assumption: employee only about $62,700 at 4% or $41,800 at 6%; with 50% employer match about $41,800 at 4% or $27,867 at 6%; with 100% employer match about $31,350 at 4% or $20,900 at 6%.
Irwin Fisher 401K Plan-4$135,587$10,032$2,508iApproximate average salary by contribution assumption: employee only about $62,700 at 4% or $41,800 at 6%; with 50% employer match about $41,800 at 4% or $27,867 at 6%; with 100% employer match about $31,350 at 4% or $20,900 at 6%.
201614$106,680$52,242$13,061iApproximate average salary by contribution assumption: employee only about $326,513 at 4% or $217,675 at 6%; with 50% employer match about $217,675 at 4% or $145,117 at 6%; with 100% employer match about $163,256 at 4% or $108,838 at 6%.
Irwin Fisher 401K Plan-4$106,680$52,242$13,061iApproximate average salary by contribution assumption: employee only about $326,513 at 4% or $217,675 at 6%; with 50% employer match about $217,675 at 4% or $145,117 at 6%; with 100% employer match about $163,256 at 4% or $108,838 at 6%.
201514$51,553$53,508$13,377iApproximate average salary by contribution assumption: employee only about $334,425 at 4% or $222,950 at 6%; with 50% employer match about $222,950 at 4% or $148,633 at 6%; with 100% employer match about $167,213 at 4% or $111,475 at 6%.
Irwin Fisher 401K Plan-4$51,553$53,508$13,377iApproximate average salary by contribution assumption: employee only about $334,425 at 4% or $222,950 at 6%; with 50% employer match about $222,950 at 4% or $148,633 at 6%; with 100% employer match about $167,213 at 4% or $111,475 at 6%.
201411$3,637$0-
Irwin Fisher 401K Plan-1$3,637$0-
201311$5,257$0-
Irwin Fisher 401K Plan-1$5,257$0-
201213$20,302$17,428$5,809iApproximate average salary by contribution assumption: employee only about $145,233 at 4% or $96,822 at 6%; with 50% employer match about $96,822 at 4% or $64,548 at 6%; with 100% employer match about $72,617 at 4% or $48,411 at 6%.
Irwin Fisher 401K Plan-3$20,302$17,428$5,809iApproximate average salary by contribution assumption: employee only about $145,233 at 4% or $96,822 at 6%; with 50% employer match about $96,822 at 4% or $64,548 at 6%; with 100% employer match about $72,617 at 4% or $48,411 at 6%.
201113$2,475$2,460$820iApproximate average salary by contribution assumption: employee only about $20,500 at 4% or $13,667 at 6%; with 50% employer match about $13,667 at 4% or $9,111 at 6%; with 100% employer match about $10,250 at 4% or $6,833 at 6%.
Irwin Fisher 401K Plan-3$2,475$2,460$820iApproximate average salary by contribution assumption: employee only about $20,500 at 4% or $13,667 at 6%; with 50% employer match about $13,667 at 4% or $9,111 at 6%; with 100% employer match about $10,250 at 4% or $6,833 at 6%.