Civic Intelligence

Gerardi Insurance Services Inc.

Plan context: GERARDI INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN

EIN 06-1441195 • Putnam, CT • 26 filings • 2 plans

16 Pomfret StreetPutnam, CT 06260
Current Snapshot

Latest Year

2022

2022 Participants

40

2022 Assets

$10,231,060

2022 Contributions

$385,552

Historical Graphs

Total Assets Over Time

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

$10,231,060$5,115,530$0199920132021YearValue
$10,231,060Latest year 2021

Participants Over Time

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

41210199920102021YearValue
40Latest year 2021

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
202210$0$0-
GERARDI INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN-0$0$0-
2021140$10,231,060$385,552$9,639iApproximate average salary by contribution assumption: employee only about $240,970 at 4% or $160,647 at 6%; with 50% employer match about $160,647 at 4% or $107,098 at 6%; with 100% employer match about $120,485 at 4% or $80,323 at 6%.
GERARDI INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN-40$10,231,060$385,552$9,639iApproximate average salary by contribution assumption: employee only about $240,970 at 4% or $160,647 at 6%; with 50% employer match about $160,647 at 4% or $107,098 at 6%; with 100% employer match about $120,485 at 4% or $80,323 at 6%.
2020141$8,810,983$337,763$8,238iApproximate average salary by contribution assumption: employee only about $205,953 at 4% or $137,302 at 6%; with 50% employer match about $137,302 at 4% or $91,535 at 6%; with 100% employer match about $102,977 at 4% or $68,651 at 6%.
GERARDI INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN-41$8,810,983$337,763$8,238iApproximate average salary by contribution assumption: employee only about $205,953 at 4% or $137,302 at 6%; with 50% employer match about $137,302 at 4% or $91,535 at 6%; with 100% employer match about $102,977 at 4% or $68,651 at 6%.
2019134$7,214,953$323,830$9,524iApproximate average salary by contribution assumption: employee only about $238,110 at 4% or $158,740 at 6%; with 50% employer match about $158,740 at 4% or $105,827 at 6%; with 100% employer match about $119,055 at 4% or $79,370 at 6%.
GERARDI INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN-34$7,214,953$323,830$9,524iApproximate average salary by contribution assumption: employee only about $238,110 at 4% or $158,740 at 6%; with 50% employer match about $158,740 at 4% or $105,827 at 6%; with 100% employer match about $119,055 at 4% or $79,370 at 6%.
2018133$5,591,427$308,352$9,344iApproximate average salary by contribution assumption: employee only about $233,600 at 4% or $155,733 at 6%; with 50% employer match about $155,733 at 4% or $103,822 at 6%; with 100% employer match about $116,800 at 4% or $77,867 at 6%.
GERARDI INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN-33$5,591,427$308,352$9,344iApproximate average salary by contribution assumption: employee only about $233,600 at 4% or $155,733 at 6%; with 50% employer match about $155,733 at 4% or $103,822 at 6%; with 100% employer match about $116,800 at 4% or $77,867 at 6%.
2017132$5,890,723$274,256$8,571iApproximate average salary by contribution assumption: employee only about $214,263 at 4% or $142,842 at 6%; with 50% employer match about $142,842 at 4% or $95,228 at 6%; with 100% employer match about $107,131 at 4% or $71,421 at 6%.
GERARDI INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN-32$5,890,723$274,256$8,571iApproximate average salary by contribution assumption: employee only about $214,263 at 4% or $142,842 at 6%; with 50% employer match about $142,842 at 4% or $95,228 at 6%; with 100% employer match about $107,131 at 4% or $71,421 at 6%.
2016130$4,961,932$289,762$9,659iApproximate average salary by contribution assumption: employee only about $241,468 at 4% or $160,979 at 6%; with 50% employer match about $160,979 at 4% or $107,319 at 6%; with 100% employer match about $120,734 at 4% or $80,489 at 6%.
GERARDI INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN-30$4,961,932$289,762$9,659iApproximate average salary by contribution assumption: employee only about $241,468 at 4% or $160,979 at 6%; with 50% employer match about $160,979 at 4% or $107,319 at 6%; with 100% employer match about $120,734 at 4% or $80,489 at 6%.
2015129$4,384,799$210,407$7,255iApproximate average salary by contribution assumption: employee only about $181,385 at 4% or $120,924 at 6%; with 50% employer match about $120,924 at 4% or $80,616 at 6%; with 100% employer match about $90,693 at 4% or $60,462 at 6%.
GERARDI INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN-29$4,384,799$210,407$7,255iApproximate average salary by contribution assumption: employee only about $181,385 at 4% or $120,924 at 6%; with 50% employer match about $120,924 at 4% or $80,616 at 6%; with 100% employer match about $90,693 at 4% or $60,462 at 6%.
2014127$4,426,126$4,171,215$154,489iApproximate average salary by contribution assumption: employee only about $3,862,236 at 4% or $2,574,824 at 6%; with 50% employer match about $2,574,824 at 4% or $1,716,549 at 6%; with 100% employer match about $1,931,118 at 4% or $1,287,412 at 6%.
GERARDI INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN-27$4,426,126$4,171,215$154,489iApproximate average salary by contribution assumption: employee only about $3,862,236 at 4% or $2,574,824 at 6%; with 50% employer match about $2,574,824 at 4% or $1,716,549 at 6%; with 100% employer match about $1,931,118 at 4% or $1,287,412 at 6%.
2013224$218,509$296,288$12,345iApproximate average salary by contribution assumption: employee only about $308,633 at 4% or $205,756 at 6%; with 50% employer match about $205,756 at 4% or $137,170 at 6%; with 100% employer match about $154,317 at 4% or $102,878 at 6%.
GERARDI INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN-24$218,509$137,288$5,720iApproximate average salary by contribution assumption: employee only about $143,008 at 4% or $95,339 at 6%; with 50% employer match about $95,339 at 4% or $63,559 at 6%; with 100% employer match about $71,504 at 4% or $47,669 at 6%.
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-0$0$159,000-
2012230$3,464,311$236,831$7,894iApproximate average salary by contribution assumption: employee only about $197,359 at 4% or $131,573 at 6%; with 50% employer match about $131,573 at 4% or $87,715 at 6%; with 100% employer match about $98,680 at 4% or $65,786 at 6%.
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-30$3,401,714$175,000$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
GERARDI INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN-27$62,597$61,831$2,290iApproximate average salary by contribution assumption: employee only about $57,251 at 4% or $38,167 at 6%; with 50% employer match about $38,167 at 4% or $25,445 at 6%; with 100% employer match about $28,625 at 4% or $19,084 at 6%.
2011133$3,024,179$300,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-33$3,024,179$300,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
2010130$2,722,159$233,254$7,775iApproximate average salary by contribution assumption: employee only about $194,378 at 4% or $129,586 at 6%; with 50% employer match about $129,586 at 4% or $86,390 at 6%; with 100% employer match about $97,189 at 4% or $64,793 at 6%.
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-30$2,722,159$233,254$7,775iApproximate average salary by contribution assumption: employee only about $194,378 at 4% or $129,586 at 6%; with 50% employer match about $129,586 at 4% or $86,390 at 6%; with 100% employer match about $97,189 at 4% or $64,793 at 6%.
2009130$2,048,757$250,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-30$2,048,757$250,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
2008121$0$0-
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-21---
2007122$0$0-
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-22---
2006122$1,924,943$130,000$5,909iApproximate average salary by contribution assumption: employee only about $147,727 at 4% or $98,485 at 6%; with 50% employer match about $98,485 at 4% or $65,657 at 6%; with 100% employer match about $73,864 at 4% or $49,242 at 6%.
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-22$1,924,943$130,000$5,909iApproximate average salary by contribution assumption: employee only about $147,727 at 4% or $98,485 at 6%; with 50% employer match about $98,485 at 4% or $65,657 at 6%; with 100% employer match about $73,864 at 4% or $49,242 at 6%.
2005121$1,633,469$167,000$7,952iApproximate average salary by contribution assumption: employee only about $198,810 at 4% or $132,540 at 6%; with 50% employer match about $132,540 at 4% or $88,360 at 6%; with 100% employer match about $99,405 at 4% or $66,270 at 6%.
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-21$1,633,469$167,000$7,952iApproximate average salary by contribution assumption: employee only about $198,810 at 4% or $132,540 at 6%; with 50% employer match about $132,540 at 4% or $88,360 at 6%; with 100% employer match about $99,405 at 4% or $66,270 at 6%.
2004120$1,349,618$163,203$8,160iApproximate average salary by contribution assumption: employee only about $204,004 at 4% or $136,003 at 6%; with 50% employer match about $136,003 at 4% or $90,668 at 6%; with 100% employer match about $102,002 at 4% or $68,001 at 6%.
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-20$1,349,618$163,203$8,160iApproximate average salary by contribution assumption: employee only about $204,004 at 4% or $136,003 at 6%; with 50% employer match about $136,003 at 4% or $90,668 at 6%; with 100% employer match about $102,002 at 4% or $68,001 at 6%.
2003118$0$0-
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-18---
2002117$857,041$164,197$9,659iApproximate average salary by contribution assumption: employee only about $241,466 at 4% or $160,977 at 6%; with 50% employer match about $160,977 at 4% or $107,318 at 6%; with 100% employer match about $120,733 at 4% or $80,489 at 6%.
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-17$857,041$164,197$9,659iApproximate average salary by contribution assumption: employee only about $241,466 at 4% or $160,977 at 6%; with 50% employer match about $160,977 at 4% or $107,318 at 6%; with 100% employer match about $120,733 at 4% or $80,489 at 6%.
2001117$0$0-
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-17---
2000114$0$0-
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-14---
1999113$594,825$62,353$4,796iApproximate average salary by contribution assumption: employee only about $119,910 at 4% or $79,940 at 6%; with 50% employer match about $79,940 at 4% or $53,293 at 6%; with 100% employer match about $59,955 at 4% or $39,970 at 6%.
Gerardi Insurance Services Inc. Defined Benefit Pension Plan-13$594,825$62,353$4,796iApproximate average salary by contribution assumption: employee only about $119,910 at 4% or $79,940 at 6%; with 50% employer match about $79,940 at 4% or $53,293 at 6%; with 100% employer match about $59,955 at 4% or $39,970 at 6%.