Civic Intelligence

Cotgreave Insurance Agency Inc.

Plan context: Cotgreave Insurance Agency Inc. 401(K) Plan

EIN 11-3138767 • Ronkonkoma, NY • 23 filings • 2 plans

558 Portion RoadRonkonkoma, NY 11779
Current Snapshot

Latest Year

2025

2025 Participants

32

2025 Assets

$3,822,267

2025 Contributions

$276,913

Historical Graphs

Total Assets Over Time

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

$3,822,267$1,911,134$0200320142025YearValue
$3,822,267Latest year 2025

Participants Over Time

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

39200200320142025YearValue
32Latest year 2025

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
2025132$3,822,267$276,913$8,654iApproximate average salary by contribution assumption: employee only about $216,338 at 4% or $144,226 at 6%; with 50% employer match about $144,226 at 4% or $96,150 at 6%; with 100% employer match about $108,169 at 4% or $72,113 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-32$3,822,267$276,913$8,654iApproximate average salary by contribution assumption: employee only about $216,338 at 4% or $144,226 at 6%; with 50% employer match about $144,226 at 4% or $96,150 at 6%; with 100% employer match about $108,169 at 4% or $72,113 at 6%.
2024139$3,343,795$194,334$4,983iApproximate average salary by contribution assumption: employee only about $124,573 at 4% or $83,049 at 6%; with 50% employer match about $83,049 at 4% or $55,366 at 6%; with 100% employer match about $62,287 at 4% or $41,524 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-39$3,343,795$194,334$4,983iApproximate average salary by contribution assumption: employee only about $124,573 at 4% or $83,049 at 6%; with 50% employer match about $83,049 at 4% or $55,366 at 6%; with 100% employer match about $62,287 at 4% or $41,524 at 6%.
2023139$3,103,089$174,181$4,466iApproximate average salary by contribution assumption: employee only about $111,654 at 4% or $74,436 at 6%; with 50% employer match about $74,436 at 4% or $49,624 at 6%; with 100% employer match about $55,827 at 4% or $37,218 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-39$3,103,089$174,181$4,466iApproximate average salary by contribution assumption: employee only about $111,654 at 4% or $74,436 at 6%; with 50% employer match about $74,436 at 4% or $49,624 at 6%; with 100% employer match about $55,827 at 4% or $37,218 at 6%.
2022132$2,904,180$161,737$5,054iApproximate average salary by contribution assumption: employee only about $126,357 at 4% or $84,238 at 6%; with 50% employer match about $84,238 at 4% or $56,159 at 6%; with 100% employer match about $63,179 at 4% or $42,119 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-32$2,904,180$161,737$5,054iApproximate average salary by contribution assumption: employee only about $126,357 at 4% or $84,238 at 6%; with 50% employer match about $84,238 at 4% or $56,159 at 6%; with 100% employer match about $63,179 at 4% or $42,119 at 6%.
2021131$2,951,331$139,764$4,509iApproximate average salary by contribution assumption: employee only about $112,713 at 4% or $75,142 at 6%; with 50% employer match about $75,142 at 4% or $50,095 at 6%; with 100% employer match about $56,356 at 4% or $37,571 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-31$2,951,331$139,764$4,509iApproximate average salary by contribution assumption: employee only about $112,713 at 4% or $75,142 at 6%; with 50% employer match about $75,142 at 4% or $50,095 at 6%; with 100% employer match about $56,356 at 4% or $37,571 at 6%.
2020131$2,643,843$155,402$5,013iApproximate average salary by contribution assumption: employee only about $125,324 at 4% or $83,549 at 6%; with 50% employer match about $83,549 at 4% or $55,700 at 6%; with 100% employer match about $62,662 at 4% or $41,775 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-31$2,643,843$155,402$5,013iApproximate average salary by contribution assumption: employee only about $125,324 at 4% or $83,549 at 6%; with 50% employer match about $83,549 at 4% or $55,700 at 6%; with 100% employer match about $62,662 at 4% or $41,775 at 6%.
2019124$2,314,729$128,280$5,345iApproximate average salary by contribution assumption: employee only about $133,625 at 4% or $89,083 at 6%; with 50% employer match about $89,083 at 4% or $59,389 at 6%; with 100% employer match about $66,813 at 4% or $44,542 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-24$2,314,729$128,280$5,345iApproximate average salary by contribution assumption: employee only about $133,625 at 4% or $89,083 at 6%; with 50% employer match about $89,083 at 4% or $59,389 at 6%; with 100% employer match about $66,813 at 4% or $44,542 at 6%.
2018124$2,061,436$165,724$6,905iApproximate average salary by contribution assumption: employee only about $172,629 at 4% or $115,086 at 6%; with 50% employer match about $115,086 at 4% or $76,724 at 6%; with 100% employer match about $86,315 at 4% or $57,543 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-24$2,061,436$165,724$6,905iApproximate average salary by contribution assumption: employee only about $172,629 at 4% or $115,086 at 6%; with 50% employer match about $115,086 at 4% or $76,724 at 6%; with 100% employer match about $86,315 at 4% or $57,543 at 6%.
2017125$1,920,476$136,974$5,479iApproximate average salary by contribution assumption: employee only about $136,974 at 4% or $91,316 at 6%; with 50% employer match about $91,316 at 4% or $60,877 at 6%; with 100% employer match about $68,487 at 4% or $45,658 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-25$1,920,476$136,974$5,479iApproximate average salary by contribution assumption: employee only about $136,974 at 4% or $91,316 at 6%; with 50% employer match about $91,316 at 4% or $60,877 at 6%; with 100% employer match about $68,487 at 4% or $45,658 at 6%.
2016117$1,667,764$89,852$5,285iApproximate average salary by contribution assumption: employee only about $132,135 at 4% or $88,090 at 6%; with 50% employer match about $88,090 at 4% or $58,727 at 6%; with 100% employer match about $66,068 at 4% or $44,045 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-17$1,667,764$89,852$5,285iApproximate average salary by contribution assumption: employee only about $132,135 at 4% or $88,090 at 6%; with 50% employer match about $88,090 at 4% or $58,727 at 6%; with 100% employer match about $66,068 at 4% or $44,045 at 6%.
2015118$1,546,608$159,003$8,834iApproximate average salary by contribution assumption: employee only about $220,838 at 4% or $147,225 at 6%; with 50% employer match about $147,225 at 4% or $98,150 at 6%; with 100% employer match about $110,419 at 4% or $73,613 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-18$1,546,608$159,003$8,834iApproximate average salary by contribution assumption: employee only about $220,838 at 4% or $147,225 at 6%; with 50% employer match about $147,225 at 4% or $98,150 at 6%; with 100% employer match about $110,419 at 4% or $73,613 at 6%.
2014120$1,547,804$142,771$7,139iApproximate average salary by contribution assumption: employee only about $178,464 at 4% or $118,976 at 6%; with 50% employer match about $118,976 at 4% or $79,317 at 6%; with 100% employer match about $89,232 at 4% or $59,488 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-20$1,547,804$142,771$7,139iApproximate average salary by contribution assumption: employee only about $178,464 at 4% or $118,976 at 6%; with 50% employer match about $118,976 at 4% or $79,317 at 6%; with 100% employer match about $89,232 at 4% or $59,488 at 6%.
2013119$1,418,046$151,757$7,987iApproximate average salary by contribution assumption: employee only about $199,680 at 4% or $133,120 at 6%; with 50% employer match about $133,120 at 4% or $88,747 at 6%; with 100% employer match about $99,840 at 4% or $66,560 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-19$1,418,046$151,757$7,987iApproximate average salary by contribution assumption: employee only about $199,680 at 4% or $133,120 at 6%; with 50% employer match about $133,120 at 4% or $88,747 at 6%; with 100% employer match about $99,840 at 4% or $66,560 at 6%.
2012117$1,140,011$178,396$10,494iApproximate average salary by contribution assumption: employee only about $262,347 at 4% or $174,898 at 6%; with 50% employer match about $174,898 at 4% or $116,599 at 6%; with 100% employer match about $131,174 at 4% or $87,449 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-17$1,140,011$178,396$10,494iApproximate average salary by contribution assumption: employee only about $262,347 at 4% or $174,898 at 6%; with 50% employer match about $174,898 at 4% or $116,599 at 6%; with 100% employer match about $131,174 at 4% or $87,449 at 6%.
2011119$971,637$114,580$6,031iApproximate average salary by contribution assumption: employee only about $150,763 at 4% or $100,509 at 6%; with 50% employer match about $100,509 at 4% or $67,006 at 6%; with 100% employer match about $75,382 at 4% or $50,254 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-19$971,637$114,580$6,031iApproximate average salary by contribution assumption: employee only about $150,763 at 4% or $100,509 at 6%; with 50% employer match about $100,509 at 4% or $67,006 at 6%; with 100% employer match about $75,382 at 4% or $50,254 at 6%.
2010118$1,093,105$193,081$10,727iApproximate average salary by contribution assumption: employee only about $268,168 at 4% or $178,779 at 6%; with 50% employer match about $178,779 at 4% or $119,186 at 6%; with 100% employer match about $134,084 at 4% or $89,389 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-18$1,093,105$193,081$10,727iApproximate average salary by contribution assumption: employee only about $268,168 at 4% or $178,779 at 6%; with 50% employer match about $178,779 at 4% or $119,186 at 6%; with 100% employer match about $134,084 at 4% or $89,389 at 6%.
2009118$790,856$155,046$8,614iApproximate average salary by contribution assumption: employee only about $215,342 at 4% or $143,561 at 6%; with 50% employer match about $143,561 at 4% or $95,707 at 6%; with 100% employer match about $107,671 at 4% or $71,781 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-18$790,856$155,046$8,614iApproximate average salary by contribution assumption: employee only about $215,342 at 4% or $143,561 at 6%; with 50% employer match about $143,561 at 4% or $95,707 at 6%; with 100% employer match about $107,671 at 4% or $71,781 at 6%.
2008116$477,251$152,097$9,506iApproximate average salary by contribution assumption: employee only about $237,652 at 4% or $158,434 at 6%; with 50% employer match about $158,434 at 4% or $105,623 at 6%; with 100% employer match about $118,826 at 4% or $79,217 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-16$477,251$152,097$9,506iApproximate average salary by contribution assumption: employee only about $237,652 at 4% or $158,434 at 6%; with 50% employer match about $158,434 at 4% or $105,623 at 6%; with 100% employer match about $118,826 at 4% or $79,217 at 6%.
2007113$575,122$137,763$10,597iApproximate average salary by contribution assumption: employee only about $264,929 at 4% or $176,619 at 6%; with 50% employer match about $176,619 at 4% or $117,746 at 6%; with 100% employer match about $132,464 at 4% or $88,310 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-13$575,122$137,763$10,597iApproximate average salary by contribution assumption: employee only about $264,929 at 4% or $176,619 at 6%; with 50% employer match about $176,619 at 4% or $117,746 at 6%; with 100% employer match about $132,464 at 4% or $88,310 at 6%.
2006112$415,255$156,661$13,055iApproximate average salary by contribution assumption: employee only about $326,377 at 4% or $217,585 at 6%; with 50% employer match about $217,585 at 4% or $145,056 at 6%; with 100% employer match about $163,189 at 4% or $108,792 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-12$415,255$156,661$13,055iApproximate average salary by contribution assumption: employee only about $326,377 at 4% or $217,585 at 6%; with 50% employer match about $217,585 at 4% or $145,056 at 6%; with 100% employer match about $163,189 at 4% or $108,792 at 6%.
2005114$234,435$112,715$8,051iApproximate average salary by contribution assumption: employee only about $201,277 at 4% or $134,185 at 6%; with 50% employer match about $134,185 at 4% or $89,456 at 6%; with 100% employer match about $100,638 at 4% or $67,092 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-14$234,435$112,715$8,051iApproximate average salary by contribution assumption: employee only about $201,277 at 4% or $134,185 at 6%; with 50% employer match about $134,185 at 4% or $89,456 at 6%; with 100% employer match about $100,638 at 4% or $67,092 at 6%.
2004113$112,852$69,318$5,332iApproximate average salary by contribution assumption: employee only about $133,304 at 4% or $88,869 at 6%; with 50% employer match about $88,869 at 4% or $59,246 at 6%; with 100% employer match about $66,652 at 4% or $44,435 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-13$112,852$69,318$5,332iApproximate average salary by contribution assumption: employee only about $133,304 at 4% or $88,869 at 6%; with 50% employer match about $88,869 at 4% or $59,246 at 6%; with 100% employer match about $66,652 at 4% or $44,435 at 6%.
2003113$36,202$34,755$2,673iApproximate average salary by contribution assumption: employee only about $66,837 at 4% or $44,558 at 6%; with 50% employer match about $44,558 at 4% or $29,705 at 6%; with 100% employer match about $33,418 at 4% or $22,279 at 6%.
Cotgreave Insurance Agency Inc. 401(K) Plan-13$36,202$34,755$2,673iApproximate average salary by contribution assumption: employee only about $66,837 at 4% or $44,558 at 6%; with 50% employer match about $44,558 at 4% or $29,705 at 6%; with 100% employer match about $33,418 at 4% or $22,279 at 6%.