Civic Intelligence

Investment Placement Group Inc.

Plan context: Investment Placement Group Inc. Profit Sharing Plan

EIN 95-3858016 • San Diego, CA • 43 filings • 3 plans

501 W. Broadway Suite 1350San Diego, CA 92101
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$9,655,434

2024 Contributions

$549,078

Historical Graphs

Total Assets Over Time

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

$9,655,434$4,827,717$0199920142024YearValue
$9,655,434Latest year 2024

Participants Over Time

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

48240199920122024YearValue
48Latest 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
2024148$9,655,434$549,078$11,439iApproximate average salary by contribution assumption: employee only about $285,978 at 4% or $190,652 at 6%; with 50% employer match about $190,652 at 4% or $127,101 at 6%; with 100% employer match about $142,989 at 4% or $95,326 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-48$9,655,434$549,078$11,439iApproximate average salary by contribution assumption: employee only about $285,978 at 4% or $190,652 at 6%; with 50% employer match about $190,652 at 4% or $127,101 at 6%; with 100% employer match about $142,989 at 4% or $95,326 at 6%.
2023139$9,385,340$565,332$14,496iApproximate average salary by contribution assumption: employee only about $362,392 at 4% or $241,595 at 6%; with 50% employer match about $241,595 at 4% or $161,063 at 6%; with 100% employer match about $181,196 at 4% or $120,797 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-39$9,385,340$565,332$14,496iApproximate average salary by contribution assumption: employee only about $362,392 at 4% or $241,595 at 6%; with 50% employer match about $241,595 at 4% or $161,063 at 6%; with 100% employer match about $181,196 at 4% or $120,797 at 6%.
2022137$7,304,102$672,441$18,174iApproximate average salary by contribution assumption: employee only about $454,352 at 4% or $302,901 at 6%; with 50% employer match about $302,901 at 4% or $201,934 at 6%; with 100% employer match about $227,176 at 4% or $151,451 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-37$7,304,102$672,441$18,174iApproximate average salary by contribution assumption: employee only about $454,352 at 4% or $302,901 at 6%; with 50% employer match about $302,901 at 4% or $201,934 at 6%; with 100% employer match about $227,176 at 4% or $151,451 at 6%.
2021245$7,866,739$535,662$11,904iApproximate average salary by contribution assumption: employee only about $297,590 at 4% or $198,393 at 6%; with 50% employer match about $198,393 at 4% or $132,262 at 6%; with 100% employer match about $148,795 at 4% or $99,197 at 6%.
Investment Placement Group 401K Plan-45$4,236,287$475,662$10,570iApproximate average salary by contribution assumption: employee only about $264,257 at 4% or $176,171 at 6%; with 50% employer match about $176,171 at 4% or $117,447 at 6%; with 100% employer match about $132,128 at 4% or $88,086 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-31$3,630,452$60,000$1,935iApproximate average salary by contribution assumption: employee only about $48,387 at 4% or $32,258 at 6%; with 50% employer match about $32,258 at 4% or $21,505 at 6%; with 100% employer match about $24,194 at 4% or $16,129 at 6%.
2020242$7,106,684$404,599$9,633iApproximate average salary by contribution assumption: employee only about $240,833 at 4% or $160,555 at 6%; with 50% employer match about $160,555 at 4% or $107,037 at 6%; with 100% employer match about $120,416 at 4% or $80,278 at 6%.
Investment Placement Group 401K Plan-42$4,118,481$344,599$8,205iApproximate average salary by contribution assumption: employee only about $205,118 at 4% or $136,746 at 6%; with 50% employer match about $136,746 at 4% or $91,164 at 6%; with 100% employer match about $102,559 at 4% or $68,373 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-26$2,988,203$60,000$2,308iApproximate average salary by contribution assumption: employee only about $57,692 at 4% or $38,462 at 6%; with 50% employer match about $38,462 at 4% or $25,641 at 6%; with 100% employer match about $28,846 at 4% or $19,231 at 6%.
2019235$6,163,628$334,023$9,544iApproximate average salary by contribution assumption: employee only about $238,588 at 4% or $159,059 at 6%; with 50% employer match about $159,059 at 4% or $106,039 at 6%; with 100% employer match about $119,294 at 4% or $79,529 at 6%.
Investment Placement Group 401K Plan-35$3,337,283$334,023$9,544iApproximate average salary by contribution assumption: employee only about $238,588 at 4% or $159,059 at 6%; with 50% employer match about $159,059 at 4% or $106,039 at 6%; with 100% employer match about $119,294 at 4% or $79,529 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-22$2,826,345$0-
2018233$5,049,671$282,449$8,559iApproximate average salary by contribution assumption: employee only about $213,977 at 4% or $142,651 at 6%; with 50% employer match about $142,651 at 4% or $95,101 at 6%; with 100% employer match about $106,988 at 4% or $71,326 at 6%.
Investment Placement Group 401K Plan-33$2,680,020$282,449$8,559iApproximate average salary by contribution assumption: employee only about $213,977 at 4% or $142,651 at 6%; with 50% employer match about $142,651 at 4% or $95,101 at 6%; with 100% employer match about $106,988 at 4% or $71,326 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-22$2,369,651$0-
2017233$5,319,607$345,889$10,481iApproximate average salary by contribution assumption: employee only about $262,037 at 4% or $174,691 at 6%; with 50% employer match about $174,691 at 4% or $116,461 at 6%; with 100% employer match about $131,019 at 4% or $87,346 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-23$2,667,248$61,008$2,653iApproximate average salary by contribution assumption: employee only about $66,313 at 4% or $44,209 at 6%; with 50% employer match about $44,209 at 4% or $29,472 at 6%; with 100% employer match about $33,157 at 4% or $22,104 at 6%.
Investment Placement Group 401K Plan-33$2,652,359$284,881$8,633iApproximate average salary by contribution assumption: employee only about $215,819 at 4% or $143,879 at 6%; with 50% employer match about $143,879 at 4% or $95,920 at 6%; with 100% employer match about $107,909 at 4% or $71,940 at 6%.
2016232$4,407,505$416,849$13,027iApproximate average salary by contribution assumption: employee only about $325,663 at 4% or $217,109 at 6%; with 50% employer match about $217,109 at 4% or $144,739 at 6%; with 100% employer match about $162,832 at 4% or $108,554 at 6%.
Investment Placement Group 401K Plan-32$2,210,314$355,925$11,123iApproximate average salary by contribution assumption: employee only about $278,066 at 4% or $185,378 at 6%; with 50% employer match about $185,378 at 4% or $123,585 at 6%; with 100% employer match about $139,033 at 4% or $92,689 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-21$2,197,191$60,924$2,901iApproximate average salary by contribution assumption: employee only about $72,529 at 4% or $48,352 at 6%; with 50% employer match about $48,352 at 4% or $32,235 at 6%; with 100% employer match about $36,264 at 4% or $24,176 at 6%.
2015228$3,421,851$221,544$7,912iApproximate average salary by contribution assumption: employee only about $197,807 at 4% or $131,871 at 6%; with 50% employer match about $131,871 at 4% or $87,914 at 6%; with 100% employer match about $98,904 at 4% or $65,936 at 6%.
Investment Placement Group 401K Plan-28$1,804,953$221,544$7,912iApproximate average salary by contribution assumption: employee only about $197,807 at 4% or $131,871 at 6%; with 50% employer match about $131,871 at 4% or $87,914 at 6%; with 100% employer match about $98,904 at 4% or $65,936 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-18$1,616,898$0-
2014226$3,608,863$236,665$9,103iApproximate average salary by contribution assumption: employee only about $227,563 at 4% or $151,708 at 6%; with 50% employer match about $151,708 at 4% or $101,139 at 6%; with 100% employer match about $113,781 at 4% or $75,854 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-18$1,973,245$60,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Investment Placement Group 401K Plan-26$1,635,618$176,665$6,795iApproximate average salary by contribution assumption: employee only about $169,870 at 4% or $113,247 at 6%; with 50% employer match about $113,247 at 4% or $75,498 at 6%; with 100% employer match about $84,935 at 4% or $56,623 at 6%.
2013229$3,293,848$281,005$9,690iApproximate average salary by contribution assumption: employee only about $242,246 at 4% or $161,497 at 6%; with 50% employer match about $161,497 at 4% or $107,665 at 6%; with 100% employer match about $121,123 at 4% or $80,749 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-25$1,794,752$60,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
Investment Placement Group 401K Plan-29$1,499,096$221,005$7,621iApproximate average salary by contribution assumption: employee only about $190,522 at 4% or $127,014 at 6%; with 50% employer match about $127,014 at 4% or $84,676 at 6%; with 100% employer match about $95,261 at 4% or $63,507 at 6%.
2012230$2,345,091$301,572$10,052iApproximate average salary by contribution assumption: employee only about $251,310 at 4% or $167,540 at 6%; with 50% employer match about $167,540 at 4% or $111,693 at 6%; with 100% employer match about $125,655 at 4% or $83,770 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-25$1,289,027$89,669$3,587iApproximate average salary by contribution assumption: employee only about $89,669 at 4% or $59,779 at 6%; with 50% employer match about $59,779 at 4% or $39,853 at 6%; with 100% employer match about $44,835 at 4% or $29,890 at 6%.
Investment Placement Group 401K Plan-30$1,056,064$211,903$7,063iApproximate average salary by contribution assumption: employee only about $176,586 at 4% or $117,724 at 6%; with 50% employer match about $117,724 at 4% or $78,483 at 6%; with 100% employer match about $88,293 at 4% or $58,862 at 6%.
2011225$1,862,967$206,511$8,260iApproximate average salary by contribution assumption: employee only about $206,511 at 4% or $137,674 at 6%; with 50% employer match about $137,674 at 4% or $91,783 at 6%; with 100% employer match about $103,256 at 4% or $68,837 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-20$1,108,795$60,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Investment Placement Group 401K Plan-25$754,172$146,511$5,860iApproximate average salary by contribution assumption: employee only about $146,511 at 4% or $97,674 at 6%; with 50% employer match about $97,674 at 4% or $65,116 at 6%; with 100% employer match about $73,256 at 4% or $48,837 at 6%.
2010219$3,056,323$179,560$9,451iApproximate average salary by contribution assumption: employee only about $236,263 at 4% or $157,509 at 6%; with 50% employer match about $157,509 at 4% or $105,006 at 6%; with 100% employer match about $118,132 at 4% or $78,754 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-14$2,260,746$60,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Investment Placement Group 401K Plan-19$795,577$119,560$6,293iApproximate average salary by contribution assumption: employee only about $157,316 at 4% or $104,877 at 6%; with 50% employer match about $104,877 at 4% or $69,918 at 6%; with 100% employer match about $78,658 at 4% or $52,439 at 6%.
2009220$2,545,111$187,756$9,388iApproximate average salary by contribution assumption: employee only about $234,695 at 4% or $156,463 at 6%; with 50% employer match about $156,463 at 4% or $104,309 at 6%; with 100% employer match about $117,347 at 4% or $78,232 at 6%.
Investment Placement Group Inc. Profit Sharing Plan--$1,939,801$60,000-
Investment Placement Group 401K Plan-20$605,310$127,756$6,388iApproximate average salary by contribution assumption: employee only about $159,695 at 4% or $106,463 at 6%; with 50% employer match about $106,463 at 4% or $70,976 at 6%; with 100% employer match about $79,848 at 4% or $53,232 at 6%.
2008217$2,119,678$215,752$12,691iApproximate average salary by contribution assumption: employee only about $317,282 at 4% or $211,522 at 6%; with 50% employer match about $211,522 at 4% or $141,014 at 6%; with 100% employer match about $158,641 at 4% or $105,761 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-13$1,747,738$75,000$5,769iApproximate average salary by contribution assumption: employee only about $144,231 at 4% or $96,154 at 6%; with 50% employer match about $96,154 at 4% or $64,103 at 6%; with 100% employer match about $72,115 at 4% or $48,077 at 6%.
Investment Placement Group 401K Plan-17$371,940$140,752$8,280iApproximate average salary by contribution assumption: employee only about $206,988 at 4% or $137,992 at 6%; with 50% employer match about $137,992 at 4% or $91,995 at 6%; with 100% employer match about $103,494 at 4% or $68,996 at 6%.
2007215$2,788,134$151,600$10,107iApproximate average salary by contribution assumption: employee only about $252,667 at 4% or $168,444 at 6%; with 50% employer match about $168,444 at 4% or $112,296 at 6%; with 100% employer match about $126,333 at 4% or $84,222 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-13$2,364,907$20,000$1,538iApproximate average salary by contribution assumption: employee only about $38,462 at 4% or $25,641 at 6%; with 50% employer match about $25,641 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%.
Investment Placement Group 401K Plan-15$423,227$131,600$8,773iApproximate average salary by contribution assumption: employee only about $219,333 at 4% or $146,222 at 6%; with 50% employer match about $146,222 at 4% or $97,481 at 6%; with 100% employer match about $109,667 at 4% or $73,111 at 6%.
2006217$2,431,887$179,965$10,586iApproximate average salary by contribution assumption: employee only about $264,654 at 4% or $176,436 at 6%; with 50% employer match about $176,436 at 4% or $117,624 at 6%; with 100% employer match about $132,327 at 4% or $88,218 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-13$2,126,692$75,000$5,769iApproximate average salary by contribution assumption: employee only about $144,231 at 4% or $96,154 at 6%; with 50% employer match about $96,154 at 4% or $64,103 at 6%; with 100% employer match about $72,115 at 4% or $48,077 at 6%.
Investment Placement Group 401K Plan-17$305,195$104,965$6,174iApproximate average salary by contribution assumption: employee only about $154,360 at 4% or $102,907 at 6%; with 50% employer match about $102,907 at 4% or $68,605 at 6%; with 100% employer match about $77,180 at 4% or $51,453 at 6%.
2005216$2,049,077$161,541$10,096iApproximate average salary by contribution assumption: employee only about $252,408 at 4% or $168,272 at 6%; with 50% employer match about $168,272 at 4% or $112,181 at 6%; with 100% employer match about $126,204 at 4% or $84,136 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-13$1,878,777$60,000$4,615iApproximate average salary by contribution assumption: employee only about $115,385 at 4% or $76,923 at 6%; with 50% employer match about $76,923 at 4% or $51,282 at 6%; with 100% employer match about $57,692 at 4% or $38,462 at 6%.
Investment Placement Group 401K Plan-16$170,300$101,541$6,346iApproximate average salary by contribution assumption: employee only about $158,658 at 4% or $105,772 at 6%; with 50% employer match about $105,772 at 4% or $70,515 at 6%; with 100% employer match about $79,329 at 4% or $52,886 at 6%.
2004213$1,818,911$120,836$9,295iApproximate average salary by contribution assumption: employee only about $232,377 at 4% or $154,918 at 6%; with 50% employer match about $154,918 at 4% or $103,279 at 6%; with 100% employer match about $116,188 at 4% or $77,459 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-9$1,761,416$66,600$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
Investment Placement Group 401K Plan-13$57,495$54,236$4,172iApproximate average salary by contribution assumption: employee only about $104,300 at 4% or $69,533 at 6%; with 50% employer match about $69,533 at 4% or $46,356 at 6%; with 100% employer match about $52,150 at 4% or $34,767 at 6%.
2003111$0$0-
Investment Placement Group Inc. Profit Sharing Plan-11---
200219$0$0-
Investment Placement Group Inc. Profit Sharing Plan-9---
2001110$0$0-
Investment Placement Group Inc. Profit Sharing Plan-10---
1999112$1,734,361$129,627$10,802iApproximate average salary by contribution assumption: employee only about $270,056 at 4% or $180,038 at 6%; with 50% employer match about $180,038 at 4% or $120,025 at 6%; with 100% employer match about $135,028 at 4% or $90,019 at 6%.
Investment Placement Group Inc. Profit Sharing Plan-12$1,734,361$129,627$10,802iApproximate average salary by contribution assumption: employee only about $270,056 at 4% or $180,038 at 6%; with 50% employer match about $180,038 at 4% or $120,025 at 6%; with 100% employer match about $135,028 at 4% or $90,019 at 6%.