Civic Intelligence

Schonning Insurance Services Inc.

Plan context: The Schonning Agency Retirement Plan

EIN 05-0434064 • Westerly, RI • 16 filings • 2 plans

90 Airport RdWesterly, RI 02891-3402
Current Snapshot

Latest Year

2015

2015 Participants

9

2015 Assets

$1,878,213

2015 Contributions

$43,102

Historical Graphs

Total Assets Over Time

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

$1,878,213$939,107$0200020072014YearValue
$1,878,213Latest year 2014

Participants Over Time

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

1050200020072014YearValue
9Latest year 2014

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
201510$0$43,102-
The Schonning Agency Retirement Plan-0$0$43,102-
201419$1,878,213$45,887$5,099iApproximate average salary by contribution assumption: employee only about $127,464 at 4% or $84,976 at 6%; with 50% employer match about $84,976 at 4% or $56,651 at 6%; with 100% employer match about $63,732 at 4% or $42,488 at 6%.
The Schonning Agency Retirement Plan-9$1,878,213$45,887$5,099iApproximate average salary by contribution assumption: employee only about $127,464 at 4% or $84,976 at 6%; with 50% employer match about $84,976 at 4% or $56,651 at 6%; with 100% employer match about $63,732 at 4% or $42,488 at 6%.
201319$1,700,630$95,087$10,565iApproximate average salary by contribution assumption: employee only about $264,131 at 4% or $176,087 at 6%; with 50% employer match about $176,087 at 4% or $117,391 at 6%; with 100% employer match about $132,065 at 4% or $88,044 at 6%.
The Schonning Agency Retirement Plan-9$1,700,630$95,087$10,565iApproximate average salary by contribution assumption: employee only about $264,131 at 4% or $176,087 at 6%; with 50% employer match about $176,087 at 4% or $117,391 at 6%; with 100% employer match about $132,065 at 4% or $88,044 at 6%.
201219$1,300,130$55,200$6,133iApproximate average salary by contribution assumption: employee only about $153,333 at 4% or $102,222 at 6%; with 50% employer match about $102,222 at 4% or $68,148 at 6%; with 100% employer match about $76,667 at 4% or $51,111 at 6%.
The Schonning Agency Retirement Plan-9$1,300,130$55,200$6,133iApproximate average salary by contribution assumption: employee only about $153,333 at 4% or $102,222 at 6%; with 50% employer match about $102,222 at 4% or $68,148 at 6%; with 100% employer match about $76,667 at 4% or $51,111 at 6%.
2011110$1,311,201$56,471$5,647iApproximate average salary by contribution assumption: employee only about $141,178 at 4% or $94,118 at 6%; with 50% employer match about $94,118 at 4% or $62,746 at 6%; with 100% employer match about $70,589 at 4% or $47,059 at 6%.
The Schonning Agency Retirement Plan-10$1,311,201$56,471$5,647iApproximate average salary by contribution assumption: employee only about $141,178 at 4% or $94,118 at 6%; with 50% employer match about $94,118 at 4% or $62,746 at 6%; with 100% employer match about $70,589 at 4% or $47,059 at 6%.
2010110$1,258,116$45,290$4,529iApproximate average salary by contribution assumption: employee only about $113,225 at 4% or $75,483 at 6%; with 50% employer match about $75,483 at 4% or $50,322 at 6%; with 100% employer match about $56,613 at 4% or $37,742 at 6%.
The Schonning Agency Retirement Plan-10$1,258,116$45,290$4,529iApproximate average salary by contribution assumption: employee only about $113,225 at 4% or $75,483 at 6%; with 50% employer match about $75,483 at 4% or $50,322 at 6%; with 100% employer match about $56,613 at 4% or $37,742 at 6%.
2009110$1,076,392$90,581$9,058iApproximate average salary by contribution assumption: employee only about $226,453 at 4% or $150,968 at 6%; with 50% employer match about $150,968 at 4% or $100,646 at 6%; with 100% employer match about $113,226 at 4% or $75,484 at 6%.
The Schonning Agency Retirement Plan-10$1,076,392$90,581$9,058iApproximate average salary by contribution assumption: employee only about $226,453 at 4% or $150,968 at 6%; with 50% employer match about $150,968 at 4% or $100,646 at 6%; with 100% employer match about $113,226 at 4% or $75,484 at 6%.
200817$1,006,587$58,458$8,351iApproximate average salary by contribution assumption: employee only about $208,779 at 4% or $139,186 at 6%; with 50% employer match about $139,186 at 4% or $92,790 at 6%; with 100% employer match about $104,389 at 4% or $69,593 at 6%.
The Schonning Agency Retirement Plan-7$1,006,587$58,458$8,351iApproximate average salary by contribution assumption: employee only about $208,779 at 4% or $139,186 at 6%; with 50% employer match about $139,186 at 4% or $92,790 at 6%; with 100% employer match about $104,389 at 4% or $69,593 at 6%.
200717$1,351,564$89,384$12,769iApproximate average salary by contribution assumption: employee only about $319,229 at 4% or $212,819 at 6%; with 50% employer match about $212,819 at 4% or $141,879 at 6%; with 100% employer match about $159,614 at 4% or $106,410 at 6%.
The Schonning Agency Retirement Plan-7$1,351,564$89,384$12,769iApproximate average salary by contribution assumption: employee only about $319,229 at 4% or $212,819 at 6%; with 50% employer match about $212,819 at 4% or $141,879 at 6%; with 100% employer match about $159,614 at 4% or $106,410 at 6%.
200618$1,189,667$130,796$16,350iApproximate average salary by contribution assumption: employee only about $408,738 at 4% or $272,492 at 6%; with 50% employer match about $272,492 at 4% or $181,661 at 6%; with 100% employer match about $204,369 at 4% or $136,246 at 6%.
The Schonning Agency Retirement Plan-8$1,189,667$130,796$16,350iApproximate average salary by contribution assumption: employee only about $408,738 at 4% or $272,492 at 6%; with 50% employer match about $272,492 at 4% or $181,661 at 6%; with 100% employer match about $204,369 at 4% or $136,246 at 6%.
200518$947,817$43,049$5,381iApproximate average salary by contribution assumption: employee only about $134,528 at 4% or $89,685 at 6%; with 50% employer match about $89,685 at 4% or $59,790 at 6%; with 100% employer match about $67,264 at 4% or $44,843 at 6%.
The Schonning Agency Retirement Plan-8$947,817$43,049$5,381iApproximate average salary by contribution assumption: employee only about $134,528 at 4% or $89,685 at 6%; with 50% employer match about $89,685 at 4% or $59,790 at 6%; with 100% employer match about $67,264 at 4% or $44,843 at 6%.
200417$851,426$145,823$20,832iApproximate average salary by contribution assumption: employee only about $520,796 at 4% or $347,198 at 6%; with 50% employer match about $347,198 at 4% or $231,465 at 6%; with 100% employer match about $260,398 at 4% or $173,599 at 6%.
The Schonning Agency Retirement Plan-7$851,426$145,823$20,832iApproximate average salary by contribution assumption: employee only about $520,796 at 4% or $347,198 at 6%; with 50% employer match about $347,198 at 4% or $231,465 at 6%; with 100% employer match about $260,398 at 4% or $173,599 at 6%.
200317$653,193$133,493$19,070iApproximate average salary by contribution assumption: employee only about $476,761 at 4% or $317,840 at 6%; with 50% employer match about $317,840 at 4% or $211,894 at 6%; with 100% employer match about $238,380 at 4% or $158,920 at 6%.
The Schonning Agency Retirement Plan-7$653,193$133,493$19,070iApproximate average salary by contribution assumption: employee only about $476,761 at 4% or $317,840 at 6%; with 50% employer match about $317,840 at 4% or $211,894 at 6%; with 100% employer match about $238,380 at 4% or $158,920 at 6%.
200217$464,379$58,684$8,383iApproximate average salary by contribution assumption: employee only about $209,586 at 4% or $139,724 at 6%; with 50% employer match about $139,724 at 4% or $93,149 at 6%; with 100% employer match about $104,793 at 4% or $69,862 at 6%.
The Schonning Agency Retirement Plan-7$464,379$58,684$8,383iApproximate average salary by contribution assumption: employee only about $209,586 at 4% or $139,724 at 6%; with 50% employer match about $139,724 at 4% or $93,149 at 6%; with 100% employer match about $104,793 at 4% or $69,862 at 6%.
200115$429,754$41,911$8,382iApproximate average salary by contribution assumption: employee only about $209,555 at 4% or $139,703 at 6%; with 50% employer match about $139,703 at 4% or $93,136 at 6%; with 100% employer match about $104,778 at 4% or $69,852 at 6%.
The Schonning Agency Retirement Plan-5$429,754$41,911$8,382iApproximate average salary by contribution assumption: employee only about $209,555 at 4% or $139,703 at 6%; with 50% employer match about $139,703 at 4% or $93,136 at 6%; with 100% employer match about $104,778 at 4% or $69,852 at 6%.
200015$403,822$34,032$6,806iApproximate average salary by contribution assumption: employee only about $170,160 at 4% or $113,440 at 6%; with 50% employer match about $113,440 at 4% or $75,627 at 6%; with 100% employer match about $85,080 at 4% or $56,720 at 6%.
The Schonning Agency Retirement Plan-5$403,822$34,032$6,806iApproximate average salary by contribution assumption: employee only about $170,160 at 4% or $113,440 at 6%; with 50% employer match about $113,440 at 4% or $75,627 at 6%; with 100% employer match about $85,080 at 4% or $56,720 at 6%.