Civic Intelligence

Anthony & Malcolm Insurance Agency Inc.

Plan context: ANTHONY & MALCOLM INSURANCE AGENCY, INC. 401K RETIREMENT PLAN

EIN 04-2257407 • 8 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

8

2008 Assets

$292,655

2008 Contributions

$20,932

Historical Graphs

Total Assets Over Time

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

$292,655$146,328$0199920032005YearValue
$292,655Latest year 2005

Participants Over Time

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

1260199920022007YearValue
8Latest year 2007

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
200810$0$0-
ANTHONY & MALCOLM INSURANCE AGENCY, INC. 401K RETIREMENT PLAN-0---
200718$0$0-
ANTHONY & MALCOLM INSURANCE AGENCY, INC. 401K RETIREMENT PLAN-8---
200519$292,655$20,932$2,326iApproximate average salary by contribution assumption: employee only about $58,144 at 4% or $38,763 at 6%; with 50% employer match about $38,763 at 4% or $25,842 at 6%; with 100% employer match about $29,072 at 4% or $19,381 at 6%.
ANTHONY & MALCOLM INSURANCE AGENCY, INC. 401K RETIREMENT PLAN-9$292,655$20,932$2,326iApproximate average salary by contribution assumption: employee only about $58,144 at 4% or $38,763 at 6%; with 50% employer match about $38,763 at 4% or $25,842 at 6%; with 100% employer match about $29,072 at 4% or $19,381 at 6%.
2003111$250,120$27,974$2,543iApproximate average salary by contribution assumption: employee only about $63,577 at 4% or $42,385 at 6%; with 50% employer match about $42,385 at 4% or $28,257 at 6%; with 100% employer match about $31,789 at 4% or $21,192 at 6%.
ANTHONY & MALCOLM INSURANCE AGENCY, INC. 401K RETIREMENT PLAN-11$250,120$27,974$2,543iApproximate average salary by contribution assumption: employee only about $63,577 at 4% or $42,385 at 6%; with 50% employer match about $42,385 at 4% or $28,257 at 6%; with 100% employer match about $31,789 at 4% or $21,192 at 6%.
2002112$204,112$36,742$3,062iApproximate average salary by contribution assumption: employee only about $76,546 at 4% or $51,031 at 6%; with 50% employer match about $51,031 at 4% or $34,020 at 6%; with 100% employer match about $38,273 at 4% or $25,515 at 6%.
ANTHONY & MALCOLM INSURANCE AGENCY, INC. 401K RETIREMENT PLAN-12$204,112$36,742$3,062iApproximate average salary by contribution assumption: employee only about $76,546 at 4% or $51,031 at 6%; with 50% employer match about $51,031 at 4% or $34,020 at 6%; with 100% employer match about $38,273 at 4% or $25,515 at 6%.
2001110$0$0-
ANTHONY & MALCOLM INSURANCE AGENCY, INC. 401K RETIREMENT PLAN-10---
200018$0$0-
ANTHONY & MALCOLM INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN-8---
1999111$188,217$26,647$2,422iApproximate average salary by contribution assumption: employee only about $60,561 at 4% or $40,374 at 6%; with 50% employer match about $40,374 at 4% or $26,916 at 6%; with 100% employer match about $30,281 at 4% or $20,187 at 6%.
Anthony & Malcolm Insurance Agency Inc. 401K & Profit Sharing Plan-11$188,217$26,647$2,422iApproximate average salary by contribution assumption: employee only about $60,561 at 4% or $40,374 at 6%; with 50% employer match about $40,374 at 4% or $26,916 at 6%; with 100% employer match about $30,281 at 4% or $20,187 at 6%.