Civic Intelligence

Export Insurance Agency

Plan context: Export Insurance Agency Profit Sharing Plan

EIN 04-2795520 • Walpole, MA • 36 filings • 2 plans

65 Common StreetWalpole, MA 02081
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$11,412,539

2024 Contributions

$359,727

Historical Graphs

Total Assets Over Time

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

$16,506,125$8,253,063$0199920142024YearValue
$11,412,539Latest year 2024

Participants Over Time

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

27140199920122024YearValue
15Latest 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
2024115$11,412,539$359,727$23,982iApproximate average salary by contribution assumption: employee only about $599,545 at 4% or $399,697 at 6%; with 50% employer match about $399,697 at 4% or $266,464 at 6%; with 100% employer match about $299,773 at 4% or $199,848 at 6%.
Export Insurance Agency Profit Sharing Plan-15$11,412,539$359,727$23,982iApproximate average salary by contribution assumption: employee only about $599,545 at 4% or $399,697 at 6%; with 50% employer match about $399,697 at 4% or $266,464 at 6%; with 100% employer match about $299,773 at 4% or $199,848 at 6%.
2023117$10,739,482$92,643$5,450iApproximate average salary by contribution assumption: employee only about $136,240 at 4% or $90,826 at 6%; with 50% employer match about $90,826 at 4% or $60,551 at 6%; with 100% employer match about $68,120 at 4% or $45,413 at 6%.
Export Insurance Agency Profit Sharing Plan-17$10,739,482$92,643$5,450iApproximate average salary by contribution assumption: employee only about $136,240 at 4% or $90,826 at 6%; with 50% employer match about $90,826 at 4% or $60,551 at 6%; with 100% employer match about $68,120 at 4% or $45,413 at 6%.
2022218$9,805,180$829,827$46,102iApproximate average salary by contribution assumption: employee only about $1,152,538 at 4% or $768,358 at 6%; with 50% employer match about $768,358 at 4% or $512,239 at 6%; with 100% employer match about $576,269 at 4% or $384,179 at 6%.
Export Insurance Agency Profit Sharing Plan-18$9,805,180$829,827$46,102iApproximate average salary by contribution assumption: employee only about $1,152,538 at 4% or $768,358 at 6%; with 50% employer match about $768,358 at 4% or $512,239 at 6%; with 100% employer match about $576,269 at 4% or $384,179 at 6%.
EXPORT INSURANCE CASH BALANCE PENSION PLAN-0$0$0-
2021221$15,146,878$280,550$13,360iApproximate average salary by contribution assumption: employee only about $333,988 at 4% or $222,659 at 6%; with 50% employer match about $222,659 at 4% or $148,439 at 6%; with 100% employer match about $166,994 at 4% or $111,329 at 6%.
Export Insurance Agency Profit Sharing Plan-21$9,591,523$115,069$5,479iApproximate average salary by contribution assumption: employee only about $136,987 at 4% or $91,325 at 6%; with 50% employer match about $91,325 at 4% or $60,883 at 6%; with 100% employer match about $68,493 at 4% or $45,662 at 6%.
EXPORT INSURANCE CASH BALANCE PENSION PLAN-21$5,555,355$165,481$7,880iApproximate average salary by contribution assumption: employee only about $197,001 at 4% or $131,334 at 6%; with 50% employer match about $131,334 at 4% or $87,556 at 6%; with 100% employer match about $98,501 at 4% or $65,667 at 6%.
2020221$16,506,125$554,140$26,388iApproximate average salary by contribution assumption: employee only about $659,690 at 4% or $439,794 at 6%; with 50% employer match about $439,794 at 4% or $293,196 at 6%; with 100% employer match about $329,845 at 4% or $219,897 at 6%.
Export Insurance Agency Profit Sharing Plan-21$11,218,571$453,359$21,589iApproximate average salary by contribution assumption: employee only about $539,713 at 4% or $359,809 at 6%; with 50% employer match about $359,809 at 4% or $239,872 at 6%; with 100% employer match about $269,857 at 4% or $179,904 at 6%.
EXPORT INSURANCE CASH BALANCE PENSION PLAN-21$5,287,554$100,781$4,799iApproximate average salary by contribution assumption: employee only about $119,977 at 4% or $79,985 at 6%; with 50% employer match about $79,985 at 4% or $53,323 at 6%; with 100% employer match about $59,989 at 4% or $39,992 at 6%.
2019220$13,270,661$727,379$36,369iApproximate average salary by contribution assumption: employee only about $909,224 at 4% or $606,149 at 6%; with 50% employer match about $606,149 at 4% or $404,099 at 6%; with 100% employer match about $454,612 at 4% or $303,075 at 6%.
Export Insurance Agency Profit Sharing Plan-20$8,743,927$309,635$15,482iApproximate average salary by contribution assumption: employee only about $387,044 at 4% or $258,029 at 6%; with 50% employer match about $258,029 at 4% or $172,019 at 6%; with 100% employer match about $193,522 at 4% or $129,015 at 6%.
EXPORT INSURANCE CASH BALANCE PENSION PLAN-20$4,526,734$417,744$20,887iApproximate average salary by contribution assumption: employee only about $522,180 at 4% or $348,120 at 6%; with 50% employer match about $348,120 at 4% or $232,080 at 6%; with 100% employer match about $261,090 at 4% or $174,060 at 6%.
2018221$14,750,108$491,873$23,423iApproximate average salary by contribution assumption: employee only about $585,563 at 4% or $390,375 at 6%; with 50% employer match about $390,375 at 4% or $260,250 at 6%; with 100% employer match about $292,782 at 4% or $195,188 at 6%.
Export Insurance Agency Profit Sharing Plan-20$10,103,321$319,259$15,963iApproximate average salary by contribution assumption: employee only about $399,074 at 4% or $266,049 at 6%; with 50% employer match about $266,049 at 4% or $177,366 at 6%; with 100% employer match about $199,537 at 4% or $133,025 at 6%.
EXPORT INSURANCE CASH BALANCE PENSION PLAN-21$4,646,787$172,614$8,220iApproximate average salary by contribution assumption: employee only about $205,493 at 4% or $136,995 at 6%; with 50% employer match about $136,995 at 4% or $91,330 at 6%; with 100% employer match about $102,746 at 4% or $68,498 at 6%.
2017224$15,235,311$1,221,558$50,898iApproximate average salary by contribution assumption: employee only about $1,272,456 at 4% or $848,304 at 6%; with 50% employer match about $848,304 at 4% or $565,536 at 6%; with 100% employer match about $636,228 at 4% or $424,152 at 6%.
Export Insurance Agency Profit Sharing Plan-22$10,615,548$531,271$24,149iApproximate average salary by contribution assumption: employee only about $603,717 at 4% or $402,478 at 6%; with 50% employer match about $402,478 at 4% or $268,319 at 6%; with 100% employer match about $301,859 at 4% or $201,239 at 6%.
EXPORT INSURANCE CASH BALANCE PENSION PLAN-24$4,619,763$690,287$28,762iApproximate average salary by contribution assumption: employee only about $719,049 at 4% or $479,366 at 6%; with 50% employer match about $479,366 at 4% or $319,577 at 6%; with 100% employer match about $359,524 at 4% or $239,683 at 6%.
2016226$14,523,900$1,690,352$65,014iApproximate average salary by contribution assumption: employee only about $1,625,338 at 4% or $1,083,559 at 6%; with 50% employer match about $1,083,559 at 4% or $722,373 at 6%; with 100% employer match about $812,669 at 4% or $541,779 at 6%.
Export Insurance Agency Profit Sharing Plan-26$10,655,286$698,631$26,870iApproximate average salary by contribution assumption: employee only about $671,761 at 4% or $447,840 at 6%; with 50% employer match about $447,840 at 4% or $298,560 at 6%; with 100% employer match about $335,880 at 4% or $223,920 at 6%.
EXPORT INSURANCE CASH BALANCE PENSION PLAN-25$3,868,614$991,721$39,669iApproximate average salary by contribution assumption: employee only about $991,721 at 4% or $661,147 at 6%; with 50% employer match about $661,147 at 4% or $440,765 at 6%; with 100% employer match about $495,860 at 4% or $330,574 at 6%.
2015225$12,107,959$1,387,878$55,515iApproximate average salary by contribution assumption: employee only about $1,387,878 at 4% or $925,252 at 6%; with 50% employer match about $925,252 at 4% or $616,835 at 6%; with 100% employer match about $693,939 at 4% or $462,626 at 6%.
Export Insurance Agency Profit Sharing Plan-25$9,378,104$687,878$27,515iApproximate average salary by contribution assumption: employee only about $687,878 at 4% or $458,585 at 6%; with 50% employer match about $458,585 at 4% or $305,724 at 6%; with 100% employer match about $343,939 at 4% or $229,293 at 6%.
EXPORT INSURANCE CASH BALANCE PENSION PLAN-25$2,729,855$700,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
2014227$11,542,063$1,404,624$52,023iApproximate average salary by contribution assumption: employee only about $1,300,578 at 4% or $867,052 at 6%; with 50% employer match about $867,052 at 4% or $578,035 at 6%; with 100% employer match about $650,289 at 4% or $433,526 at 6%.
Export Insurance Agency Profit Sharing Plan-27$9,499,373$704,624$26,097iApproximate average salary by contribution assumption: employee only about $652,430 at 4% or $434,953 at 6%; with 50% employer match about $434,953 at 4% or $289,969 at 6%; with 100% employer match about $326,215 at 4% or $217,477 at 6%.
EXPORT INSURANCE CASH BALANCE PENSION PLAN-23$2,042,690$700,000$30,435iApproximate average salary by contribution assumption: employee only about $760,870 at 4% or $507,246 at 6%; with 50% employer match about $507,246 at 4% or $338,164 at 6%; with 100% employer match about $380,435 at 4% or $253,623 at 6%.
2013225$10,282,781$1,356,154$54,246iApproximate average salary by contribution assumption: employee only about $1,356,154 at 4% or $904,103 at 6%; with 50% employer match about $904,103 at 4% or $602,735 at 6%; with 100% employer match about $678,077 at 4% or $452,051 at 6%.
Export Insurance Agency Profit Sharing Plan-25$8,961,079$696,154$27,846iApproximate average salary by contribution assumption: employee only about $696,154 at 4% or $464,103 at 6%; with 50% employer match about $464,103 at 4% or $309,402 at 6%; with 100% employer match about $348,077 at 4% or $232,051 at 6%.
EXPORT INSURANCE CASH BALANCE PENSION PLAN-24$1,321,702$660,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
2012224$8,796,528$1,463,337$60,972iApproximate average salary by contribution assumption: employee only about $1,524,309 at 4% or $1,016,206 at 6%; with 50% employer match about $1,016,206 at 4% or $677,471 at 6%; with 100% employer match about $762,155 at 4% or $508,103 at 6%.
Export Insurance Agency Profit Sharing Plan-24$8,146,528$813,337$33,889iApproximate average salary by contribution assumption: employee only about $847,226 at 4% or $564,817 at 6%; with 50% employer match about $564,817 at 4% or $376,545 at 6%; with 100% employer match about $423,613 at 4% or $282,409 at 6%.
EXPORT INSURANCE CASH BALANCE PENSION PLAN-23$650,000$650,000$28,261iApproximate average salary by contribution assumption: employee only about $706,522 at 4% or $471,014 at 6%; with 50% employer match about $471,014 at 4% or $314,010 at 6%; with 100% employer match about $353,261 at 4% or $235,507 at 6%.
2011123$7,008,499$746,030$32,436iApproximate average salary by contribution assumption: employee only about $810,902 at 4% or $540,601 at 6%; with 50% employer match about $540,601 at 4% or $360,401 at 6%; with 100% employer match about $405,451 at 4% or $270,301 at 6%.
Export Insurance Agency Profit Sharing Plan-23$7,008,499$746,030$32,436iApproximate average salary by contribution assumption: employee only about $810,902 at 4% or $540,601 at 6%; with 50% employer match about $540,601 at 4% or $360,401 at 6%; with 100% employer match about $405,451 at 4% or $270,301 at 6%.
2010122$6,327,615$704,390$32,018iApproximate average salary by contribution assumption: employee only about $800,443 at 4% or $533,629 at 6%; with 50% employer match about $533,629 at 4% or $355,753 at 6%; with 100% employer match about $400,222 at 4% or $266,814 at 6%.
Export Insurance Agency Profit Sharing Plan-22$6,327,615$704,390$32,018iApproximate average salary by contribution assumption: employee only about $800,443 at 4% or $533,629 at 6%; with 50% employer match about $533,629 at 4% or $355,753 at 6%; with 100% employer match about $400,222 at 4% or $266,814 at 6%.
2009121$5,288,467$687,486$32,737iApproximate average salary by contribution assumption: employee only about $818,436 at 4% or $545,624 at 6%; with 50% employer match about $545,624 at 4% or $363,749 at 6%; with 100% employer match about $409,218 at 4% or $272,812 at 6%.
Export Insurance Agency Profit Sharing Plan-21$5,288,467$687,486$32,737iApproximate average salary by contribution assumption: employee only about $818,436 at 4% or $545,624 at 6%; with 50% employer match about $545,624 at 4% or $363,749 at 6%; with 100% employer match about $409,218 at 4% or $272,812 at 6%.
2008121$0$0-
Export Insurance Agency Profit Sharing Plan-21---
2007121$0$0-
Export Insurance Agency Profit Sharing Plan-21---
2006120$3,923,710$67,826$3,391iApproximate average salary by contribution assumption: employee only about $84,783 at 4% or $56,522 at 6%; with 50% employer match about $56,522 at 4% or $37,681 at 6%; with 100% employer match about $42,391 at 4% or $28,261 at 6%.
Export Insurance Agency Profit Sharing Plan-20$3,923,710$67,826$3,391iApproximate average salary by contribution assumption: employee only about $84,783 at 4% or $56,522 at 6%; with 50% employer match about $56,522 at 4% or $37,681 at 6%; with 100% employer match about $42,391 at 4% or $28,261 at 6%.
2005121$4,108,518$443,138$21,102iApproximate average salary by contribution assumption: employee only about $527,545 at 4% or $351,697 at 6%; with 50% employer match about $351,697 at 4% or $234,465 at 6%; with 100% employer match about $263,773 at 4% or $175,848 at 6%.
Export Insurance Agency Profit Sharing Plan-21$4,108,518$443,138$21,102iApproximate average salary by contribution assumption: employee only about $527,545 at 4% or $351,697 at 6%; with 50% employer match about $351,697 at 4% or $234,465 at 6%; with 100% employer match about $263,773 at 4% or $175,848 at 6%.
2004121$3,346,813$384,835$18,325iApproximate average salary by contribution assumption: employee only about $458,137 at 4% or $305,425 at 6%; with 50% employer match about $305,425 at 4% or $203,616 at 6%; with 100% employer match about $229,068 at 4% or $152,712 at 6%.
Export Insurance Agency Profit Sharing Plan-21$3,346,813$384,835$18,325iApproximate average salary by contribution assumption: employee only about $458,137 at 4% or $305,425 at 6%; with 50% employer match about $305,425 at 4% or $203,616 at 6%; with 100% employer match about $229,068 at 4% or $152,712 at 6%.
2003123$2,927,137$385,305$16,752iApproximate average salary by contribution assumption: employee only about $418,810 at 4% or $279,207 at 6%; with 50% employer match about $279,207 at 4% or $186,138 at 6%; with 100% employer match about $209,405 at 4% or $139,603 at 6%.
Export Insurance Agency Profit Sharing Plan-23$2,927,137$385,305$16,752iApproximate average salary by contribution assumption: employee only about $418,810 at 4% or $279,207 at 6%; with 50% employer match about $279,207 at 4% or $186,138 at 6%; with 100% employer match about $209,405 at 4% or $139,603 at 6%.
2001121$0$0-
Export Insurance Agency Profit Sharing Plan-21---
2000121$0$0-
Export Insurance Agency Profit Sharing Plan-21---
1999117$1,644,079$233,754$13,750iApproximate average salary by contribution assumption: employee only about $343,756 at 4% or $229,171 at 6%; with 50% employer match about $229,171 at 4% or $152,780 at 6%; with 100% employer match about $171,878 at 4% or $114,585 at 6%.
Export Insurance Agency Profit Sharing Plan-17$1,644,079$233,754$13,750iApproximate average salary by contribution assumption: employee only about $343,756 at 4% or $229,171 at 6%; with 50% employer match about $229,171 at 4% or $152,780 at 6%; with 100% employer match about $171,878 at 4% or $114,585 at 6%.