Civic Intelligence

A. David Risman Insurance Age

Plan context: A.David Risman Insurance Agency Inc. 401K Plan

EIN 04-3043080 • Medford, MA • 12 filings • 2 plans

689 FellswayMedford, MA 02155
Current Snapshot

Latest Year

2024

2024 Participants

45

2024 Assets

$5,229,385

2024 Contributions

$473,013

Historical Graphs

Total Assets Over Time

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

$5,229,385$2,614,693$0200920142024YearValue
$5,229,385Latest year 2024

Participants Over Time

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

48240200120142024YearValue
45Latest 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
2024145$5,229,385$473,013$10,511iApproximate average salary by contribution assumption: employee only about $262,785 at 4% or $175,190 at 6%; with 50% employer match about $175,190 at 4% or $116,793 at 6%; with 100% employer match about $131,393 at 4% or $87,595 at 6%.
A.David Risman Insurance Agency Inc. 401K Plan-45$5,229,385$473,013$10,511iApproximate average salary by contribution assumption: employee only about $262,785 at 4% or $175,190 at 6%; with 50% employer match about $175,190 at 4% or $116,793 at 6%; with 100% employer match about $131,393 at 4% or $87,595 at 6%.
2023147$4,353,469$569,101$12,109iApproximate average salary by contribution assumption: employee only about $302,713 at 4% or $201,809 at 6%; with 50% employer match about $201,809 at 4% or $134,539 at 6%; with 100% employer match about $151,357 at 4% or $100,904 at 6%.
A.David Risman Insurance Agency Inc. 401K Plan-47$4,353,469$569,101$12,109iApproximate average salary by contribution assumption: employee only about $302,713 at 4% or $201,809 at 6%; with 50% employer match about $201,809 at 4% or $134,539 at 6%; with 100% employer match about $151,357 at 4% or $100,904 at 6%.
2022148$3,217,900$376,746$7,849iApproximate average salary by contribution assumption: employee only about $196,222 at 4% or $130,815 at 6%; with 50% employer match about $130,815 at 4% or $87,210 at 6%; with 100% employer match about $98,111 at 4% or $65,407 at 6%.
A.David Risman Insurance Agency Inc. 401K Plan-48$3,217,900$376,746$7,849iApproximate average salary by contribution assumption: employee only about $196,222 at 4% or $130,815 at 6%; with 50% employer match about $130,815 at 4% or $87,210 at 6%; with 100% employer match about $98,111 at 4% or $65,407 at 6%.
2018127$1,698,801$213,580$7,910iApproximate average salary by contribution assumption: employee only about $197,759 at 4% or $131,840 at 6%; with 50% employer match about $131,840 at 4% or $87,893 at 6%; with 100% employer match about $98,880 at 4% or $65,920 at 6%.
A.David Risman Insurance Agency Inc. 401K Plan-27$1,698,801$213,580$7,910iApproximate average salary by contribution assumption: employee only about $197,759 at 4% or $131,840 at 6%; with 50% employer match about $131,840 at 4% or $87,893 at 6%; with 100% employer match about $98,880 at 4% or $65,920 at 6%.
2015115$1,444,476$175,333$11,689iApproximate average salary by contribution assumption: employee only about $292,222 at 4% or $194,814 at 6%; with 50% employer match about $194,814 at 4% or $129,876 at 6%; with 100% employer match about $146,111 at 4% or $97,407 at 6%.
A.David Risman Insurance Agency Inc. 401K Plan-15$1,444,476$175,333$11,689iApproximate average salary by contribution assumption: employee only about $292,222 at 4% or $194,814 at 6%; with 50% employer match about $194,814 at 4% or $129,876 at 6%; with 100% employer match about $146,111 at 4% or $97,407 at 6%.
2014113$1,358,394$90,758$6,981iApproximate average salary by contribution assumption: employee only about $174,535 at 4% or $116,356 at 6%; with 50% employer match about $116,356 at 4% or $77,571 at 6%; with 100% employer match about $87,267 at 4% or $58,178 at 6%.
A.David Risman Insurance Agency Inc. 401K Plan-13$1,358,394$90,758$6,981iApproximate average salary by contribution assumption: employee only about $174,535 at 4% or $116,356 at 6%; with 50% employer match about $116,356 at 4% or $77,571 at 6%; with 100% employer match about $87,267 at 4% or $58,178 at 6%.
2013111$1,191,788$104,220$9,475iApproximate average salary by contribution assumption: employee only about $236,864 at 4% or $157,909 at 6%; with 50% employer match about $157,909 at 4% or $105,273 at 6%; with 100% employer match about $118,432 at 4% or $78,955 at 6%.
A.David Risman Insurance Agency Inc. 401K Plan-11$1,191,788$104,220$9,475iApproximate average salary by contribution assumption: employee only about $236,864 at 4% or $157,909 at 6%; with 50% employer match about $157,909 at 4% or $105,273 at 6%; with 100% employer match about $118,432 at 4% or $78,955 at 6%.
2012112$949,476$81,238$6,770iApproximate average salary by contribution assumption: employee only about $169,246 at 4% or $112,831 at 6%; with 50% employer match about $112,831 at 4% or $75,220 at 6%; with 100% employer match about $84,623 at 4% or $56,415 at 6%.
A.David Risman Insurance Agency Inc. 401K Plan-12$949,476$81,238$6,770iApproximate average salary by contribution assumption: employee only about $169,246 at 4% or $112,831 at 6%; with 50% employer match about $112,831 at 4% or $75,220 at 6%; with 100% employer match about $84,623 at 4% or $56,415 at 6%.
2011112$772,775$86,165$7,180iApproximate average salary by contribution assumption: employee only about $179,510 at 4% or $119,674 at 6%; with 50% employer match about $119,674 at 4% or $79,782 at 6%; with 100% employer match about $89,755 at 4% or $59,837 at 6%.
A.David Risman Insurance Agency Inc. 401K Plan-12$772,775$86,165$7,180iApproximate average salary by contribution assumption: employee only about $179,510 at 4% or $119,674 at 6%; with 50% employer match about $119,674 at 4% or $79,782 at 6%; with 100% employer match about $89,755 at 4% or $59,837 at 6%.
2010112$695,127$83,165$6,930iApproximate average salary by contribution assumption: employee only about $173,260 at 4% or $115,507 at 6%; with 50% employer match about $115,507 at 4% or $77,005 at 6%; with 100% employer match about $86,630 at 4% or $57,753 at 6%.
A.David Risman Insurance Agency Inc. 401K Plan-12$695,127$83,165$6,930iApproximate average salary by contribution assumption: employee only about $173,260 at 4% or $115,507 at 6%; with 50% employer match about $115,507 at 4% or $77,005 at 6%; with 100% employer match about $86,630 at 4% or $57,753 at 6%.
2009117$555,879$75,549$4,444iApproximate average salary by contribution assumption: employee only about $111,101 at 4% or $74,068 at 6%; with 50% employer match about $74,068 at 4% or $49,378 at 6%; with 100% employer match about $55,551 at 4% or $37,034 at 6%.
A.David Risman Insurance Agency Inc. 401K Plan-17$555,879$75,549$4,444iApproximate average salary by contribution assumption: employee only about $111,101 at 4% or $74,068 at 6%; with 50% employer match about $74,068 at 4% or $49,378 at 6%; with 100% employer match about $55,551 at 4% or $37,034 at 6%.
200116$0$0-
A.David Risman Insurance Agency Inc. 401K Plan-6---