Civic Intelligence

Integrated Financial Services Ltd.

Plan context: Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan

EIN 94-3347260 • Santa Clara, CA • 19 filings • 6 plans

3964 Rivermark Plz Pmb 137Santa Clara, CA 95054-4155
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$573,702

2023 Contributions

$1,848

Historical Graphs

Total Assets Over Time

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

$1,294,225$647,113$0200420142023YearValue
$573,702Latest year 2023

Participants Over Time

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

24120200420132023YearValue
5Latest year 2023

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
202315$573,702$0-
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-5$573,702--
202215$483,028$0-
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-5$483,028--
202115$612,229$0-
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-5$612,229--
201916$500,762$0-
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-6$500,762--
201816$606,486$0-
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-6$606,486--
2017110$727,128$1,848$185iApproximate average salary by contribution assumption: employee only about $4,620 at 4% or $3,080 at 6%; with 50% employer match about $3,080 at 4% or $2,053 at 6%; with 100% employer match about $2,310 at 4% or $1,540 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-10$727,128$1,848$185iApproximate average salary by contribution assumption: employee only about $4,620 at 4% or $3,080 at 6%; with 50% employer match about $3,080 at 4% or $2,053 at 6%; with 100% employer match about $2,310 at 4% or $1,540 at 6%.
2016111$895,557$10,766$979iApproximate average salary by contribution assumption: employee only about $24,468 at 4% or $16,312 at 6%; with 50% employer match about $16,312 at 4% or $10,875 at 6%; with 100% employer match about $12,234 at 4% or $8,156 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-11$895,557$10,766$979iApproximate average salary by contribution assumption: employee only about $24,468 at 4% or $16,312 at 6%; with 50% employer match about $16,312 at 4% or $10,875 at 6%; with 100% employer match about $12,234 at 4% or $8,156 at 6%.
2015117$868,055$44,016$2,589iApproximate average salary by contribution assumption: employee only about $64,729 at 4% or $43,153 at 6%; with 50% employer match about $43,153 at 4% or $28,769 at 6%; with 100% employer match about $32,365 at 4% or $21,576 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-17$868,055$44,016$2,589iApproximate average salary by contribution assumption: employee only about $64,729 at 4% or $43,153 at 6%; with 50% employer match about $43,153 at 4% or $28,769 at 6%; with 100% employer match about $32,365 at 4% or $21,576 at 6%.
2014119$1,294,225$12,169$640iApproximate average salary by contribution assumption: employee only about $16,012 at 4% or $10,675 at 6%; with 50% employer match about $10,675 at 4% or $7,116 at 6%; with 100% employer match about $8,006 at 4% or $5,337 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-19$1,294,225$12,169$640iApproximate average salary by contribution assumption: employee only about $16,012 at 4% or $10,675 at 6%; with 50% employer match about $10,675 at 4% or $7,116 at 6%; with 100% employer match about $8,006 at 4% or $5,337 at 6%.
2013120$1,263,011$222,603$11,130iApproximate average salary by contribution assumption: employee only about $278,254 at 4% or $185,503 at 6%; with 50% employer match about $185,503 at 4% or $123,668 at 6%; with 100% employer match about $139,127 at 4% or $92,751 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-20$1,263,011$222,603$11,130iApproximate average salary by contribution assumption: employee only about $278,254 at 4% or $185,503 at 6%; with 50% employer match about $185,503 at 4% or $123,668 at 6%; with 100% employer match about $139,127 at 4% or $92,751 at 6%.
2012122$1,219,732$53,716$2,442iApproximate average salary by contribution assumption: employee only about $61,041 at 4% or $40,694 at 6%; with 50% employer match about $40,694 at 4% or $27,129 at 6%; with 100% employer match about $30,520 at 4% or $20,347 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-22$1,219,732$53,716$2,442iApproximate average salary by contribution assumption: employee only about $61,041 at 4% or $40,694 at 6%; with 50% employer match about $40,694 at 4% or $27,129 at 6%; with 100% employer match about $30,520 at 4% or $20,347 at 6%.
2011124$1,117,027$55,699$2,321iApproximate average salary by contribution assumption: employee only about $58,020 at 4% or $38,680 at 6%; with 50% employer match about $38,680 at 4% or $25,787 at 6%; with 100% employer match about $29,010 at 4% or $19,340 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-24$1,117,027$55,699$2,321iApproximate average salary by contribution assumption: employee only about $58,020 at 4% or $38,680 at 6%; with 50% employer match about $38,680 at 4% or $25,787 at 6%; with 100% employer match about $29,010 at 4% or $19,340 at 6%.
2010122$1,107,657$69,368$3,153iApproximate average salary by contribution assumption: employee only about $78,827 at 4% or $52,552 at 6%; with 50% employer match about $52,552 at 4% or $35,034 at 6%; with 100% employer match about $39,414 at 4% or $26,276 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-22$1,107,657$69,368$3,153iApproximate average salary by contribution assumption: employee only about $78,827 at 4% or $52,552 at 6%; with 50% employer match about $52,552 at 4% or $35,034 at 6%; with 100% employer match about $39,414 at 4% or $26,276 at 6%.
2009120$1,145,434$218,597$10,930iApproximate average salary by contribution assumption: employee only about $273,246 at 4% or $182,164 at 6%; with 50% employer match about $182,164 at 4% or $121,443 at 6%; with 100% employer match about $136,623 at 4% or $91,082 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-20$1,145,434$218,597$10,930iApproximate average salary by contribution assumption: employee only about $273,246 at 4% or $182,164 at 6%; with 50% employer match about $182,164 at 4% or $121,443 at 6%; with 100% employer match about $136,623 at 4% or $91,082 at 6%.
2008123$872,776$154,253$6,707iApproximate average salary by contribution assumption: employee only about $167,666 at 4% or $111,778 at 6%; with 50% employer match about $111,778 at 4% or $74,518 at 6%; with 100% employer match about $83,833 at 4% or $55,889 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-23$872,776$154,253$6,707iApproximate average salary by contribution assumption: employee only about $167,666 at 4% or $111,778 at 6%; with 50% employer match about $111,778 at 4% or $74,518 at 6%; with 100% employer match about $83,833 at 4% or $55,889 at 6%.
2007122$0$0-
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-22---
2006121$886,389$219,609$10,458iApproximate average salary by contribution assumption: employee only about $261,439 at 4% or $174,293 at 6%; with 50% employer match about $174,293 at 4% or $116,195 at 6%; with 100% employer match about $130,720 at 4% or $87,146 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-21$886,389$219,609$10,458iApproximate average salary by contribution assumption: employee only about $261,439 at 4% or $174,293 at 6%; with 50% employer match about $174,293 at 4% or $116,195 at 6%; with 100% employer match about $130,720 at 4% or $87,146 at 6%.
2005122$598,895$723,359$32,880iApproximate average salary by contribution assumption: employee only about $821,999 at 4% or $547,999 at 6%; with 50% employer match about $547,999 at 4% or $365,333 at 6%; with 100% employer match about $410,999 at 4% or $274,000 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-22$598,895$723,359$32,880iApproximate average salary by contribution assumption: employee only about $821,999 at 4% or $547,999 at 6%; with 50% employer match about $547,999 at 4% or $365,333 at 6%; with 100% employer match about $410,999 at 4% or $274,000 at 6%.
2004116$183,926$179,509$11,219iApproximate average salary by contribution assumption: employee only about $280,483 at 4% or $186,989 at 6%; with 50% employer match about $186,989 at 4% or $124,659 at 6%; with 100% employer match about $140,241 at 4% or $93,494 at 6%.
Integrated Financial Services Ltd. 401(K) Retirement/Profit Sharing Plan-16$183,926$179,509$11,219iApproximate average salary by contribution assumption: employee only about $280,483 at 4% or $186,989 at 6%; with 50% employer match about $186,989 at 4% or $124,659 at 6%; with 100% employer match about $140,241 at 4% or $93,494 at 6%.