Civic Intelligence

Georgetown Insurance Agency

Plan context: Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust

EIN 04-3027409 • Georgetown, MA • 22 filings • 4 plans

10 W Main StreetGeorgetown, MA 01833-2096
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,515,308

2024 Contributions

$103,496

Historical Graphs

Total Assets Over Time

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

$2,489,392$1,244,696$0200320142024YearValue
$1,515,308Latest year 2024

Participants Over Time

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

740200320142024YearValue
6Latest 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
202416$1,515,308$103,496$17,249iApproximate average salary by contribution assumption: employee only about $431,233 at 4% or $287,489 at 6%; with 50% employer match about $287,489 at 4% or $191,659 at 6%; with 100% employer match about $215,617 at 4% or $143,744 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-6$1,515,308$103,496$17,249iApproximate average salary by contribution assumption: employee only about $431,233 at 4% or $287,489 at 6%; with 50% employer match about $287,489 at 4% or $191,659 at 6%; with 100% employer match about $215,617 at 4% or $143,744 at 6%.
202315$1,495,190$102,778$20,556iApproximate average salary by contribution assumption: employee only about $513,890 at 4% or $342,593 at 6%; with 50% employer match about $342,593 at 4% or $228,396 at 6%; with 100% employer match about $256,945 at 4% or $171,297 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-5$1,495,190$102,778$20,556iApproximate average salary by contribution assumption: employee only about $513,890 at 4% or $342,593 at 6%; with 50% employer match about $342,593 at 4% or $228,396 at 6%; with 100% employer match about $256,945 at 4% or $171,297 at 6%.
202216$2,394,391$119,014$19,836iApproximate average salary by contribution assumption: employee only about $495,892 at 4% or $330,594 at 6%; with 50% employer match about $330,594 at 4% or $220,396 at 6%; with 100% employer match about $247,946 at 4% or $165,297 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-6$2,394,391$119,014$19,836iApproximate average salary by contribution assumption: employee only about $495,892 at 4% or $330,594 at 6%; with 50% employer match about $330,594 at 4% or $220,396 at 6%; with 100% employer match about $247,946 at 4% or $165,297 at 6%.
202116$2,489,392$99,718$16,620iApproximate average salary by contribution assumption: employee only about $415,492 at 4% or $276,994 at 6%; with 50% employer match about $276,994 at 4% or $184,663 at 6%; with 100% employer match about $207,746 at 4% or $138,497 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-6$2,489,392$99,718$16,620iApproximate average salary by contribution assumption: employee only about $415,492 at 4% or $276,994 at 6%; with 50% employer match about $276,994 at 4% or $184,663 at 6%; with 100% employer match about $207,746 at 4% or $138,497 at 6%.
202016$2,129,410$114,875$19,146iApproximate average salary by contribution assumption: employee only about $478,646 at 4% or $319,097 at 6%; with 50% employer match about $319,097 at 4% or $212,731 at 6%; with 100% employer match about $239,323 at 4% or $159,549 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-6$2,129,410$114,875$19,146iApproximate average salary by contribution assumption: employee only about $478,646 at 4% or $319,097 at 6%; with 50% employer match about $319,097 at 4% or $212,731 at 6%; with 100% employer match about $239,323 at 4% or $159,549 at 6%.
201916$1,718,891$106,010$17,668iApproximate average salary by contribution assumption: employee only about $441,708 at 4% or $294,472 at 6%; with 50% employer match about $294,472 at 4% or $196,315 at 6%; with 100% employer match about $220,854 at 4% or $147,236 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-6$1,718,891$106,010$17,668iApproximate average salary by contribution assumption: employee only about $441,708 at 4% or $294,472 at 6%; with 50% employer match about $294,472 at 4% or $196,315 at 6%; with 100% employer match about $220,854 at 4% or $147,236 at 6%.
201817$1,334,190$90,395$12,914iApproximate average salary by contribution assumption: employee only about $322,839 at 4% or $215,226 at 6%; with 50% employer match about $215,226 at 4% or $143,484 at 6%; with 100% employer match about $161,420 at 4% or $107,613 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-7$1,334,190$90,395$12,914iApproximate average salary by contribution assumption: employee only about $322,839 at 4% or $215,226 at 6%; with 50% employer match about $215,226 at 4% or $143,484 at 6%; with 100% employer match about $161,420 at 4% or $107,613 at 6%.
201717$1,321,397$77,437$11,062iApproximate average salary by contribution assumption: employee only about $276,561 at 4% or $184,374 at 6%; with 50% employer match about $184,374 at 4% or $122,916 at 6%; with 100% employer match about $138,280 at 4% or $92,187 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-7$1,321,397$77,437$11,062iApproximate average salary by contribution assumption: employee only about $276,561 at 4% or $184,374 at 6%; with 50% employer match about $184,374 at 4% or $122,916 at 6%; with 100% employer match about $138,280 at 4% or $92,187 at 6%.
201617$1,086,813$78,851$11,264iApproximate average salary by contribution assumption: employee only about $281,611 at 4% or $187,740 at 6%; with 50% employer match about $187,740 at 4% or $125,160 at 6%; with 100% employer match about $140,805 at 4% or $93,870 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-7$1,086,813$78,851$11,264iApproximate average salary by contribution assumption: employee only about $281,611 at 4% or $187,740 at 6%; with 50% employer match about $187,740 at 4% or $125,160 at 6%; with 100% employer match about $140,805 at 4% or $93,870 at 6%.
201517$965,494$72,493$10,356iApproximate average salary by contribution assumption: employee only about $258,904 at 4% or $172,602 at 6%; with 50% employer match about $172,602 at 4% or $115,068 at 6%; with 100% employer match about $129,452 at 4% or $86,301 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-7$965,494$72,493$10,356iApproximate average salary by contribution assumption: employee only about $258,904 at 4% or $172,602 at 6%; with 50% employer match about $172,602 at 4% or $115,068 at 6%; with 100% employer match about $129,452 at 4% or $86,301 at 6%.
201417$902,338$85,043$12,149iApproximate average salary by contribution assumption: employee only about $303,725 at 4% or $202,483 at 6%; with 50% employer match about $202,483 at 4% or $134,989 at 6%; with 100% employer match about $151,863 at 4% or $101,242 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-7$902,338$85,043$12,149iApproximate average salary by contribution assumption: employee only about $303,725 at 4% or $202,483 at 6%; with 50% employer match about $202,483 at 4% or $134,989 at 6%; with 100% employer match about $151,863 at 4% or $101,242 at 6%.
201316$833,458$97,001$16,167iApproximate average salary by contribution assumption: employee only about $404,171 at 4% or $269,447 at 6%; with 50% employer match about $269,447 at 4% or $179,631 at 6%; with 100% employer match about $202,085 at 4% or $134,724 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-6$833,458$97,001$16,167iApproximate average salary by contribution assumption: employee only about $404,171 at 4% or $269,447 at 6%; with 50% employer match about $269,447 at 4% or $179,631 at 6%; with 100% employer match about $202,085 at 4% or $134,724 at 6%.
201216$630,288$91,037$15,173iApproximate average salary by contribution assumption: employee only about $379,321 at 4% or $252,881 at 6%; with 50% employer match about $252,881 at 4% or $168,587 at 6%; with 100% employer match about $189,660 at 4% or $126,440 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-6$630,288$91,037$15,173iApproximate average salary by contribution assumption: employee only about $379,321 at 4% or $252,881 at 6%; with 50% employer match about $252,881 at 4% or $168,587 at 6%; with 100% employer match about $189,660 at 4% or $126,440 at 6%.
201116$497,600$88,409$14,735iApproximate average salary by contribution assumption: employee only about $368,371 at 4% or $245,581 at 6%; with 50% employer match about $245,581 at 4% or $163,720 at 6%; with 100% employer match about $184,185 at 4% or $122,790 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-6$497,600$88,409$14,735iApproximate average salary by contribution assumption: employee only about $368,371 at 4% or $245,581 at 6%; with 50% employer match about $245,581 at 4% or $163,720 at 6%; with 100% employer match about $184,185 at 4% or $122,790 at 6%.
201016$738,888$87,355$14,559iApproximate average salary by contribution assumption: employee only about $363,979 at 4% or $242,653 at 6%; with 50% employer match about $242,653 at 4% or $161,769 at 6%; with 100% employer match about $181,990 at 4% or $121,326 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-6$738,888$87,355$14,559iApproximate average salary by contribution assumption: employee only about $363,979 at 4% or $242,653 at 6%; with 50% employer match about $242,653 at 4% or $161,769 at 6%; with 100% employer match about $181,990 at 4% or $121,326 at 6%.
200916$594,804$81,620$13,603iApproximate average salary by contribution assumption: employee only about $340,083 at 4% or $226,722 at 6%; with 50% employer match about $226,722 at 4% or $151,148 at 6%; with 100% employer match about $170,042 at 4% or $113,361 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-6$594,804$81,620$13,603iApproximate average salary by contribution assumption: employee only about $340,083 at 4% or $226,722 at 6%; with 50% employer match about $226,722 at 4% or $151,148 at 6%; with 100% employer match about $170,042 at 4% or $113,361 at 6%.
200816$416,827$76,764$12,794iApproximate average salary by contribution assumption: employee only about $319,850 at 4% or $213,233 at 6%; with 50% employer match about $213,233 at 4% or $142,156 at 6%; with 100% employer match about $159,925 at 4% or $106,617 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-6$416,827$76,764$12,794iApproximate average salary by contribution assumption: employee only about $319,850 at 4% or $213,233 at 6%; with 50% employer match about $213,233 at 4% or $142,156 at 6%; with 100% employer match about $159,925 at 4% or $106,617 at 6%.
200716$0$0-
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-6---
200614$387,206$64,604$16,151iApproximate average salary by contribution assumption: employee only about $403,775 at 4% or $269,183 at 6%; with 50% employer match about $269,183 at 4% or $179,456 at 6%; with 100% employer match about $201,888 at 4% or $134,592 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-4$387,206$64,604$16,151iApproximate average salary by contribution assumption: employee only about $403,775 at 4% or $269,183 at 6%; with 50% employer match about $269,183 at 4% or $179,456 at 6%; with 100% employer match about $201,888 at 4% or $134,592 at 6%.
200514$296,782$56,796$14,199iApproximate average salary by contribution assumption: employee only about $354,975 at 4% or $236,650 at 6%; with 50% employer match about $236,650 at 4% or $157,767 at 6%; with 100% employer match about $177,488 at 4% or $118,325 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-4$296,782$56,796$14,199iApproximate average salary by contribution assumption: employee only about $354,975 at 4% or $236,650 at 6%; with 50% employer match about $236,650 at 4% or $157,767 at 6%; with 100% employer match about $177,488 at 4% or $118,325 at 6%.
200415$226,620$58,657$11,731iApproximate average salary by contribution assumption: employee only about $293,285 at 4% or $195,523 at 6%; with 50% employer match about $195,523 at 4% or $130,349 at 6%; with 100% employer match about $146,643 at 4% or $97,762 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-5$226,620$58,657$11,731iApproximate average salary by contribution assumption: employee only about $293,285 at 4% or $195,523 at 6%; with 50% employer match about $195,523 at 4% or $130,349 at 6%; with 100% employer match about $146,643 at 4% or $97,762 at 6%.
200314$155,183$89,041$22,260iApproximate average salary by contribution assumption: employee only about $556,506 at 4% or $371,004 at 6%; with 50% employer match about $371,004 at 4% or $247,336 at 6%; with 100% employer match about $278,253 at 4% or $185,502 at 6%.
Georgetown Insurance Agency 401(K) Profit Sharing Plan and Trust-4$155,183$89,041$22,260iApproximate average salary by contribution assumption: employee only about $556,506 at 4% or $371,004 at 6%; with 50% employer match about $371,004 at 4% or $247,336 at 6%; with 100% employer match about $278,253 at 4% or $185,502 at 6%.