Jarvis Insurance Brokerage Agency of Mass Inc.
Plan context: Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust
EIN 04-2715146 • Boston, MA • 14 filings • 4 plans
Current Snapshot
Latest Year
2013
2013 Participants
2
2013 Assets
$285,926
2013 Contributions
$10,986
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 0 | $0 | $0 | - |
| 2012 | 1 | 2 | $285,926 | $10,986 | $5,493iApproximate average salary by contribution assumption: employee only about $137,325 at 4% or $91,550 at 6%; with 50% employer match about $91,550 at 4% or $61,033 at 6%; with 100% employer match about $68,663 at 4% or $45,775 at 6%. |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 2 | $285,926 | $10,986 | $5,493iApproximate average salary by contribution assumption: employee only about $137,325 at 4% or $91,550 at 6%; with 50% employer match about $91,550 at 4% or $61,033 at 6%; with 100% employer match about $68,663 at 4% or $45,775 at 6%. |
| 2011 | 1 | 2 | $254,123 | $14,130 | $7,065iApproximate average salary by contribution assumption: employee only about $176,625 at 4% or $117,750 at 6%; with 50% employer match about $117,750 at 4% or $78,500 at 6%; with 100% employer match about $88,313 at 4% or $58,875 at 6%. |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 2 | $254,123 | $14,130 | $7,065iApproximate average salary by contribution assumption: employee only about $176,625 at 4% or $117,750 at 6%; with 50% employer match about $117,750 at 4% or $78,500 at 6%; with 100% employer match about $88,313 at 4% or $58,875 at 6%. |
| 2010 | 1 | 2 | $242,278 | $12,340 | $6,170iApproximate average salary by contribution assumption: employee only about $154,250 at 4% or $102,833 at 6%; with 50% employer match about $102,833 at 4% or $68,556 at 6%; with 100% employer match about $77,125 at 4% or $51,417 at 6%. |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 2 | $242,278 | $12,340 | $6,170iApproximate average salary by contribution assumption: employee only about $154,250 at 4% or $102,833 at 6%; with 50% employer match about $102,833 at 4% or $68,556 at 6%; with 100% employer match about $77,125 at 4% or $51,417 at 6%. |
| 2009 | 1 | 2 | $201,455 | $8,193 | $4,097iApproximate average salary by contribution assumption: employee only about $102,413 at 4% or $68,275 at 6%; with 50% employer match about $68,275 at 4% or $45,517 at 6%; with 100% employer match about $51,206 at 4% or $34,138 at 6%. |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 2 | $201,455 | $8,193 | $4,097iApproximate average salary by contribution assumption: employee only about $102,413 at 4% or $68,275 at 6%; with 50% employer match about $68,275 at 4% or $45,517 at 6%; with 100% employer match about $51,206 at 4% or $34,138 at 6%. |
| 2008 | 1 | 2 | $160,854 | $12,138 | $6,069iApproximate average salary by contribution assumption: employee only about $151,725 at 4% or $101,150 at 6%; with 50% employer match about $101,150 at 4% or $67,433 at 6%; with 100% employer match about $75,863 at 4% or $50,575 at 6%. |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 2 | $160,854 | $12,138 | $6,069iApproximate average salary by contribution assumption: employee only about $151,725 at 4% or $101,150 at 6%; with 50% employer match about $101,150 at 4% or $67,433 at 6%; with 100% employer match about $75,863 at 4% or $50,575 at 6%. |
| 2007 | 1 | 2 | $234,957 | $18,861 | $9,431iApproximate average salary by contribution assumption: employee only about $235,763 at 4% or $157,175 at 6%; with 50% employer match about $157,175 at 4% or $104,783 at 6%; with 100% employer match about $117,881 at 4% or $78,588 at 6%. |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 2 | $234,957 | $18,861 | $9,431iApproximate average salary by contribution assumption: employee only about $235,763 at 4% or $157,175 at 6%; with 50% employer match about $157,175 at 4% or $104,783 at 6%; with 100% employer match about $117,881 at 4% or $78,588 at 6%. |
| 2006 | 1 | 2 | $197,350 | $11,531 | $5,766iApproximate average salary by contribution assumption: employee only about $144,138 at 4% or $96,092 at 6%; with 50% employer match about $96,092 at 4% or $64,061 at 6%; with 100% employer match about $72,069 at 4% or $48,046 at 6%. |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 2 | $197,350 | $11,531 | $5,766iApproximate average salary by contribution assumption: employee only about $144,138 at 4% or $96,092 at 6%; with 50% employer match about $96,092 at 4% or $64,061 at 6%; with 100% employer match about $72,069 at 4% or $48,046 at 6%. |
| 2005 | 1 | 2 | $168,421 | $19,555 | $9,778iApproximate average salary by contribution assumption: employee only about $244,438 at 4% or $162,958 at 6%; with 50% employer match about $162,958 at 4% or $108,639 at 6%; with 100% employer match about $122,219 at 4% or $81,479 at 6%. |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 2 | $168,421 | $19,555 | $9,778iApproximate average salary by contribution assumption: employee only about $244,438 at 4% or $162,958 at 6%; with 50% employer match about $162,958 at 4% or $108,639 at 6%; with 100% employer match about $122,219 at 4% or $81,479 at 6%. |
| 2004 | 1 | 2 | $140,312 | $25,256 | $12,628iApproximate average salary by contribution assumption: employee only about $315,700 at 4% or $210,467 at 6%; with 50% employer match about $210,467 at 4% or $140,311 at 6%; with 100% employer match about $157,850 at 4% or $105,233 at 6%. |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 2 | $140,312 | $25,256 | $12,628iApproximate average salary by contribution assumption: employee only about $315,700 at 4% or $210,467 at 6%; with 50% employer match about $210,467 at 4% or $140,311 at 6%; with 100% employer match about $157,850 at 4% or $105,233 at 6%. |
| 2002 | 1 | 2 | $70,872 | $21,040 | $10,520iApproximate average salary by contribution assumption: employee only about $263,000 at 4% or $175,333 at 6%; with 50% employer match about $175,333 at 4% or $116,889 at 6%; with 100% employer match about $131,500 at 4% or $87,667 at 6%. |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 2 | $70,872 | $21,040 | $10,520iApproximate average salary by contribution assumption: employee only about $263,000 at 4% or $175,333 at 6%; with 50% employer match about $175,333 at 4% or $116,889 at 6%; with 100% employer match about $131,500 at 4% or $87,667 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 2 | - | - | - |
| 2000 | 1 | 3 | $44,316 | $25,024 | $8,341iApproximate average salary by contribution assumption: employee only about $208,533 at 4% or $139,022 at 6%; with 50% employer match about $139,022 at 4% or $92,681 at 6%; with 100% employer match about $104,267 at 4% or $69,511 at 6%. |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 3 | $44,316 | $25,024 | $8,341iApproximate average salary by contribution assumption: employee only about $208,533 at 4% or $139,022 at 6%; with 50% employer match about $139,022 at 4% or $92,681 at 6%; with 100% employer match about $104,267 at 4% or $69,511 at 6%. |
| 1999 | 1 | 3 | $22,370 | $21,835 | $7,278iApproximate average salary by contribution assumption: employee only about $181,958 at 4% or $121,306 at 6%; with 50% employer match about $121,306 at 4% or $80,870 at 6%; with 100% employer match about $90,979 at 4% or $60,653 at 6%. |
| Jarvis Insurance Brokerage 401K Profit Sharing Plan & Trust | - | 3 | $22,370 | $21,835 | $7,278iApproximate average salary by contribution assumption: employee only about $181,958 at 4% or $121,306 at 6%; with 50% employer match about $121,306 at 4% or $80,870 at 6%; with 100% employer match about $90,979 at 4% or $60,653 at 6%. |