Finkelman Insurance Inc.
Plan context: Finkelman Insurance Inc 401K Profit Sharing Plan
EIN 05-0453498 • Cranston, RI • 31 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$3,469,048
2024 Contributions
$111,032
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $3,469,048 | $111,032 | $15,862iApproximate average salary by contribution assumption: employee only about $396,543 at 4% or $264,362 at 6%; with 50% employer match about $264,362 at 4% or $176,241 at 6%; with 100% employer match about $198,271 at 4% or $132,181 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 7 | $3,469,048 | $111,032 | $15,862iApproximate average salary by contribution assumption: employee only about $396,543 at 4% or $264,362 at 6%; with 50% employer match about $264,362 at 4% or $176,241 at 6%; with 100% employer match about $198,271 at 4% or $132,181 at 6%. |
| 2023 | 1 | 7 | $3,024,468 | $102,755 | $14,679iApproximate average salary by contribution assumption: employee only about $366,982 at 4% or $244,655 at 6%; with 50% employer match about $244,655 at 4% or $163,103 at 6%; with 100% employer match about $183,491 at 4% or $122,327 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 7 | $3,024,468 | $102,755 | $14,679iApproximate average salary by contribution assumption: employee only about $366,982 at 4% or $244,655 at 6%; with 50% employer match about $244,655 at 4% or $163,103 at 6%; with 100% employer match about $183,491 at 4% or $122,327 at 6%. |
| 2022 | 1 | 7 | $2,475,628 | $97,761 | $13,966iApproximate average salary by contribution assumption: employee only about $349,146 at 4% or $232,764 at 6%; with 50% employer match about $232,764 at 4% or $155,176 at 6%; with 100% employer match about $174,573 at 4% or $116,382 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 7 | $2,475,628 | $97,761 | $13,966iApproximate average salary by contribution assumption: employee only about $349,146 at 4% or $232,764 at 6%; with 50% employer match about $232,764 at 4% or $155,176 at 6%; with 100% employer match about $174,573 at 4% or $116,382 at 6%. |
| 2021 | 1 | 7 | $2,956,483 | $93,389 | $13,341iApproximate average salary by contribution assumption: employee only about $333,532 at 4% or $222,355 at 6%; with 50% employer match about $222,355 at 4% or $148,237 at 6%; with 100% employer match about $166,766 at 4% or $111,177 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 7 | $2,956,483 | $93,389 | $13,341iApproximate average salary by contribution assumption: employee only about $333,532 at 4% or $222,355 at 6%; with 50% employer match about $222,355 at 4% or $148,237 at 6%; with 100% employer match about $166,766 at 4% or $111,177 at 6%. |
| 2020 | 1 | 7 | $2,524,521 | $83,248 | $11,893iApproximate average salary by contribution assumption: employee only about $297,314 at 4% or $198,210 at 6%; with 50% employer match about $198,210 at 4% or $132,140 at 6%; with 100% employer match about $148,657 at 4% or $99,105 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 7 | $2,524,521 | $83,248 | $11,893iApproximate average salary by contribution assumption: employee only about $297,314 at 4% or $198,210 at 6%; with 50% employer match about $198,210 at 4% or $132,140 at 6%; with 100% employer match about $148,657 at 4% or $99,105 at 6%. |
| 2019 | 1 | 8 | $2,194,052 | $439,045 | $54,881iApproximate average salary by contribution assumption: employee only about $1,372,016 at 4% or $914,677 at 6%; with 50% employer match about $914,677 at 4% or $609,785 at 6%; with 100% employer match about $686,008 at 4% or $457,339 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 8 | $2,194,052 | $439,045 | $54,881iApproximate average salary by contribution assumption: employee only about $1,372,016 at 4% or $914,677 at 6%; with 50% employer match about $914,677 at 4% or $609,785 at 6%; with 100% employer match about $686,008 at 4% or $457,339 at 6%. |
| 2018 | 1 | 8 | $1,798,400 | $71,069 | $8,884iApproximate average salary by contribution assumption: employee only about $222,091 at 4% or $148,060 at 6%; with 50% employer match about $148,060 at 4% or $98,707 at 6%; with 100% employer match about $111,045 at 4% or $74,030 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 8 | $1,798,400 | $71,069 | $8,884iApproximate average salary by contribution assumption: employee only about $222,091 at 4% or $148,060 at 6%; with 50% employer match about $148,060 at 4% or $98,707 at 6%; with 100% employer match about $111,045 at 4% or $74,030 at 6%. |
| 2017 | 1 | 9 | $1,922,142 | $63,870 | $7,097iApproximate average salary by contribution assumption: employee only about $177,417 at 4% or $118,278 at 6%; with 50% employer match about $118,278 at 4% or $78,852 at 6%; with 100% employer match about $88,708 at 4% or $59,139 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 9 | $1,922,142 | $63,870 | $7,097iApproximate average salary by contribution assumption: employee only about $177,417 at 4% or $118,278 at 6%; with 50% employer match about $118,278 at 4% or $78,852 at 6%; with 100% employer match about $88,708 at 4% or $59,139 at 6%. |
| 2016 | 1 | 9 | $1,652,694 | $39,960 | $4,440iApproximate average salary by contribution assumption: employee only about $111,000 at 4% or $74,000 at 6%; with 50% employer match about $74,000 at 4% or $49,333 at 6%; with 100% employer match about $55,500 at 4% or $37,000 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 9 | $1,652,694 | $39,960 | $4,440iApproximate average salary by contribution assumption: employee only about $111,000 at 4% or $74,000 at 6%; with 50% employer match about $74,000 at 4% or $49,333 at 6%; with 100% employer match about $55,500 at 4% or $37,000 at 6%. |
| 2015 | 1 | 6 | $1,608,478 | $60,457 | $10,076iApproximate average salary by contribution assumption: employee only about $251,904 at 4% or $167,936 at 6%; with 50% employer match about $167,936 at 4% or $111,957 at 6%; with 100% employer match about $125,952 at 4% or $83,968 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 6 | $1,608,478 | $60,457 | $10,076iApproximate average salary by contribution assumption: employee only about $251,904 at 4% or $167,936 at 6%; with 50% employer match about $167,936 at 4% or $111,957 at 6%; with 100% employer match about $125,952 at 4% or $83,968 at 6%. |
| 2014 | 1 | 8 | $1,406,859 | $55,059 | $6,882iApproximate average salary by contribution assumption: employee only about $172,059 at 4% or $114,706 at 6%; with 50% employer match about $114,706 at 4% or $76,471 at 6%; with 100% employer match about $86,030 at 4% or $57,353 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 8 | $1,406,859 | $55,059 | $6,882iApproximate average salary by contribution assumption: employee only about $172,059 at 4% or $114,706 at 6%; with 50% employer match about $114,706 at 4% or $76,471 at 6%; with 100% employer match about $86,030 at 4% or $57,353 at 6%. |
| 2013 | 1 | 8 | $1,480,403 | $53,912 | $6,739iApproximate average salary by contribution assumption: employee only about $168,475 at 4% or $112,317 at 6%; with 50% employer match about $112,317 at 4% or $74,878 at 6%; with 100% employer match about $84,238 at 4% or $56,158 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 8 | $1,480,403 | $53,912 | $6,739iApproximate average salary by contribution assumption: employee only about $168,475 at 4% or $112,317 at 6%; with 50% employer match about $112,317 at 4% or $74,878 at 6%; with 100% employer match about $84,238 at 4% or $56,158 at 6%. |
| 2012 | 1 | 8 | $1,333,916 | $53,032 | $6,629iApproximate average salary by contribution assumption: employee only about $165,725 at 4% or $110,483 at 6%; with 50% employer match about $110,483 at 4% or $73,656 at 6%; with 100% employer match about $82,863 at 4% or $55,242 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 8 | $1,333,916 | $53,032 | $6,629iApproximate average salary by contribution assumption: employee only about $165,725 at 4% or $110,483 at 6%; with 50% employer match about $110,483 at 4% or $73,656 at 6%; with 100% employer match about $82,863 at 4% or $55,242 at 6%. |
| 2011 | 1 | 8 | $1,167,928 | $50,472 | $6,309iApproximate average salary by contribution assumption: employee only about $157,725 at 4% or $105,150 at 6%; with 50% employer match about $105,150 at 4% or $70,100 at 6%; with 100% employer match about $78,863 at 4% or $52,575 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 8 | $1,167,928 | $50,472 | $6,309iApproximate average salary by contribution assumption: employee only about $157,725 at 4% or $105,150 at 6%; with 50% employer match about $105,150 at 4% or $70,100 at 6%; with 100% employer match about $78,863 at 4% or $52,575 at 6%. |
| 2010 | 1 | 6 | $946,051 | $45,604 | $7,601iApproximate average salary by contribution assumption: employee only about $190,017 at 4% or $126,678 at 6%; with 50% employer match about $126,678 at 4% or $84,452 at 6%; with 100% employer match about $95,008 at 4% or $63,339 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 6 | $946,051 | $45,604 | $7,601iApproximate average salary by contribution assumption: employee only about $190,017 at 4% or $126,678 at 6%; with 50% employer match about $126,678 at 4% or $84,452 at 6%; with 100% employer match about $95,008 at 4% or $63,339 at 6%. |
| 2009 | 2 | 7 | $1,050,254 | $43,345 | $6,192iApproximate average salary by contribution assumption: employee only about $154,804 at 4% or $103,202 at 6%; with 50% employer match about $103,202 at 4% or $68,802 at 6%; with 100% employer match about $77,402 at 4% or $51,601 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 7 | $1,050,254 | $43,345 | $6,192iApproximate average salary by contribution assumption: employee only about $154,804 at 4% or $103,202 at 6%; with 50% employer match about $103,202 at 4% or $68,802 at 6%; with 100% employer match about $77,402 at 4% or $51,601 at 6%. |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | - | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $0 | $0 | - |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 4 | - | - | - |
| 2005 | 2 | 7 | $0 | $0 | - |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 7 | - | - | - |
| Finkelman Insurance Inc. Retirement Plan | - | 0 | - | - | - |
| 2004 | 2 | 7 | $131,386 | $0 | - |
| Finkelman Insurance Inc. Retirement Plan | - | 4 | $131,386 | - | - |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 7 | - | - | - |
| 2003 | 2 | 8 | $0 | $0 | - |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 8 | - | - | - |
| Finkelman Insurance Inc. Retirement Plan | - | 6 | - | - | - |
| 2002 | 2 | 5 | $0 | $0 | - |
| Finkelman Insurance Inc. Retirement Plan | - | 5 | - | - | - |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 5 | - | - | - |
| 2001 | 2 | 6 | $0 | $0 | - |
| Finkelman Insurance Inc. Retirement Plan | - | 6 | - | - | - |
| Finkelman Insurance Inc 401K Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $46,600 | $26,679 | $4,447iApproximate average salary by contribution assumption: employee only about $111,163 at 4% or $74,108 at 6%; with 50% employer match about $74,108 at 4% or $49,406 at 6%; with 100% employer match about $55,581 at 4% or $37,054 at 6%. |
| Finkelman Insurance Inc. Retirement Plan | - | 6 | $46,600 | $26,679 | $4,447iApproximate average salary by contribution assumption: employee only about $111,163 at 4% or $74,108 at 6%; with 50% employer match about $74,108 at 4% or $49,406 at 6%; with 100% employer match about $55,581 at 4% or $37,054 at 6%. |
| 1999 | 1 | 9 | $28,969 | $28,969 | $3,219iApproximate average salary by contribution assumption: employee only about $80,469 at 4% or $53,646 at 6%; with 50% employer match about $53,646 at 4% or $35,764 at 6%; with 100% employer match about $40,235 at 4% or $26,823 at 6%. |
| Finkelman Insurance Inc. Retirement Plan | - | 9 | $28,969 | $28,969 | $3,219iApproximate average salary by contribution assumption: employee only about $80,469 at 4% or $53,646 at 6%; with 50% employer match about $53,646 at 4% or $35,764 at 6%; with 100% employer match about $40,235 at 4% or $26,823 at 6%. |