Civic Intelligence

SHEA & POOR INSURANCE AGENCY, INC.

Plan context: Shea & Poor Insurance Inc. 401K Plan

EIN 04-2255404 • 11 filings • 5 plans

Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$182,441

2009 Contributions

$21,072

Historical Graphs

Total Assets Over Time

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

$942,750$471,375$0199920042009YearValue
$182,441Latest year 2009

Participants Over Time

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

740199920042009YearValue
5Latest year 2009

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
200915$182,441$21,072$4,214iApproximate average salary by contribution assumption: employee only about $105,360 at 4% or $70,240 at 6%; with 50% employer match about $70,240 at 4% or $46,827 at 6%; with 100% employer match about $52,680 at 4% or $35,120 at 6%.
Shea & Poor Insurance Inc. 401K Plan-5$182,441$21,072$4,214iApproximate average salary by contribution assumption: employee only about $105,360 at 4% or $70,240 at 6%; with 50% employer match about $70,240 at 4% or $46,827 at 6%; with 100% employer match about $52,680 at 4% or $35,120 at 6%.
200816$189,024$39,047$6,508iApproximate average salary by contribution assumption: employee only about $162,696 at 4% or $108,464 at 6%; with 50% employer match about $108,464 at 4% or $72,309 at 6%; with 100% employer match about $81,348 at 4% or $54,232 at 6%.
Shea & Poor Insurance Inc. 401K Plan-6$189,024$39,047$6,508iApproximate average salary by contribution assumption: employee only about $162,696 at 4% or $108,464 at 6%; with 50% employer match about $108,464 at 4% or $72,309 at 6%; with 100% employer match about $81,348 at 4% or $54,232 at 6%.
200717$219,672$57,314$8,188iApproximate average salary by contribution assumption: employee only about $204,693 at 4% or $136,462 at 6%; with 50% employer match about $136,462 at 4% or $90,975 at 6%; with 100% employer match about $102,346 at 4% or $68,231 at 6%.
Shea & Poor Insurance Inc. 401K Plan-7$219,672$57,314$8,188iApproximate average salary by contribution assumption: employee only about $204,693 at 4% or $136,462 at 6%; with 50% employer match about $136,462 at 4% or $90,975 at 6%; with 100% employer match about $102,346 at 4% or $68,231 at 6%.
200614$264,497$249,377$62,344iApproximate average salary by contribution assumption: employee only about $1,558,606 at 4% or $1,039,071 at 6%; with 50% employer match about $1,039,071 at 4% or $692,714 at 6%; with 100% employer match about $779,303 at 4% or $519,535 at 6%.
Shea & Poor Insurance Inc. 401K Plan-4$264,497$249,377$62,344iApproximate average salary by contribution assumption: employee only about $1,558,606 at 4% or $1,039,071 at 6%; with 50% employer match about $1,039,071 at 4% or $692,714 at 6%; with 100% employer match about $779,303 at 4% or $519,535 at 6%.
200425$142,631$27,277$5,455iApproximate average salary by contribution assumption: employee only about $136,385 at 4% or $90,923 at 6%; with 50% employer match about $90,923 at 4% or $60,616 at 6%; with 100% employer match about $68,193 at 4% or $45,462 at 6%.
Shea & Poor Insurance Agency Inc. Profit Sharing Plan-5$142,631$16,447$3,289iApproximate average salary by contribution assumption: employee only about $82,235 at 4% or $54,823 at 6%; with 50% employer match about $54,823 at 4% or $36,549 at 6%; with 100% employer match about $41,118 at 4% or $27,412 at 6%.
Shea & Poor Insurance Agency Inc. Profit Sharing Plan-0-$10,830-
200317$865,478$109,065$15,581iApproximate average salary by contribution assumption: employee only about $389,518 at 4% or $259,679 at 6%; with 50% employer match about $259,679 at 4% or $173,119 at 6%; with 100% employer match about $194,759 at 4% or $129,839 at 6%.
Shea & Poor Insurance Agency Inc. Profit Sharing Plan-7$865,478$109,065$15,581iApproximate average salary by contribution assumption: employee only about $389,518 at 4% or $259,679 at 6%; with 50% employer match about $259,679 at 4% or $173,119 at 6%; with 100% employer match about $194,759 at 4% or $129,839 at 6%.
200217$707,278$112,483$16,069iApproximate average salary by contribution assumption: employee only about $401,725 at 4% or $267,817 at 6%; with 50% employer match about $267,817 at 4% or $178,544 at 6%; with 100% employer match about $200,863 at 4% or $133,908 at 6%.
Shea & Poor Insurance Agency Inc. Profit Sharing Plan-7$707,278$112,483$16,069iApproximate average salary by contribution assumption: employee only about $401,725 at 4% or $267,817 at 6%; with 50% employer match about $267,817 at 4% or $178,544 at 6%; with 100% employer match about $200,863 at 4% or $133,908 at 6%.
200116$805,458$64,744$10,791iApproximate average salary by contribution assumption: employee only about $269,767 at 4% or $179,844 at 6%; with 50% employer match about $179,844 at 4% or $119,896 at 6%; with 100% employer match about $134,883 at 4% or $89,922 at 6%.
Shea & Poor Insurance Agency Inc. Profit Sharing Plan-6$805,458$64,744$10,791iApproximate average salary by contribution assumption: employee only about $269,767 at 4% or $179,844 at 6%; with 50% employer match about $179,844 at 4% or $119,896 at 6%; with 100% employer match about $134,883 at 4% or $89,922 at 6%.
200017$942,750$81,962$11,709iApproximate average salary by contribution assumption: employee only about $292,721 at 4% or $195,148 at 6%; with 50% employer match about $195,148 at 4% or $130,098 at 6%; with 100% employer match about $146,361 at 4% or $97,574 at 6%.
Shea & Poor Insurance Agency Inc. Profit Sharing Plan-7$942,750$81,962$11,709iApproximate average salary by contribution assumption: employee only about $292,721 at 4% or $195,148 at 6%; with 50% employer match about $195,148 at 4% or $130,098 at 6%; with 100% employer match about $146,361 at 4% or $97,574 at 6%.
199917$868,066$67,791$9,684iApproximate average salary by contribution assumption: employee only about $242,111 at 4% or $161,407 at 6%; with 50% employer match about $161,407 at 4% or $107,605 at 6%; with 100% employer match about $121,055 at 4% or $80,704 at 6%.
Shea & Poor Insurance Agency Inc. Profit Sharing Plan-7$868,066$67,791$9,684iApproximate average salary by contribution assumption: employee only about $242,111 at 4% or $161,407 at 6%; with 50% employer match about $161,407 at 4% or $107,605 at 6%; with 100% employer match about $121,055 at 4% or $80,704 at 6%.