Principe Agency
Plan context: PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN
EIN 11-3362436 • East Meadow, NY • 20 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$843,213
2024 Contributions
$149,902
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 | 2 | $843,213 | $149,902 | $74,951iApproximate average salary by contribution assumption: employee only about $1,873,775 at 4% or $1,249,183 at 6%; with 50% employer match about $1,249,183 at 4% or $832,789 at 6%; with 100% employer match about $936,888 at 4% or $624,592 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 2 | $843,213 | $149,902 | $74,951iApproximate average salary by contribution assumption: employee only about $1,873,775 at 4% or $1,249,183 at 6%; with 50% employer match about $1,249,183 at 4% or $832,789 at 6%; with 100% employer match about $936,888 at 4% or $624,592 at 6%. |
| 2023 | 1 | 2 | $653,600 | $69,504 | $34,752iApproximate average salary by contribution assumption: employee only about $868,800 at 4% or $579,200 at 6%; with 50% employer match about $579,200 at 4% or $386,133 at 6%; with 100% employer match about $434,400 at 4% or $289,600 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 2 | $653,600 | $69,504 | $34,752iApproximate average salary by contribution assumption: employee only about $868,800 at 4% or $579,200 at 6%; with 50% employer match about $579,200 at 4% or $386,133 at 6%; with 100% employer match about $434,400 at 4% or $289,600 at 6%. |
| 2022 | 1 | 3 | $544,193 | $8,982 | $2,994iApproximate average salary by contribution assumption: employee only about $74,850 at 4% or $49,900 at 6%; with 50% employer match about $49,900 at 4% or $33,267 at 6%; with 100% employer match about $37,425 at 4% or $24,950 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 3 | $544,193 | $8,982 | $2,994iApproximate average salary by contribution assumption: employee only about $74,850 at 4% or $49,900 at 6%; with 50% employer match about $49,900 at 4% or $33,267 at 6%; with 100% employer match about $37,425 at 4% or $24,950 at 6%. |
| 2021 | 1 | 3 | $611,782 | $73,227 | $24,409iApproximate average salary by contribution assumption: employee only about $610,225 at 4% or $406,817 at 6%; with 50% employer match about $406,817 at 4% or $271,211 at 6%; with 100% employer match about $305,113 at 4% or $203,408 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 3 | $611,782 | $73,227 | $24,409iApproximate average salary by contribution assumption: employee only about $610,225 at 4% or $406,817 at 6%; with 50% employer match about $406,817 at 4% or $271,211 at 6%; with 100% employer match about $305,113 at 4% or $203,408 at 6%. |
| 2020 | 1 | 3 | $522,487 | $71,948 | $23,983iApproximate average salary by contribution assumption: employee only about $599,567 at 4% or $399,711 at 6%; with 50% employer match about $399,711 at 4% or $266,474 at 6%; with 100% employer match about $299,783 at 4% or $199,856 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 3 | $522,487 | $71,948 | $23,983iApproximate average salary by contribution assumption: employee only about $599,567 at 4% or $399,711 at 6%; with 50% employer match about $399,711 at 4% or $266,474 at 6%; with 100% employer match about $299,783 at 4% or $199,856 at 6%. |
| 2019 | 1 | 3 | $422,653 | $85,964 | $28,655iApproximate average salary by contribution assumption: employee only about $716,367 at 4% or $477,578 at 6%; with 50% employer match about $477,578 at 4% or $318,385 at 6%; with 100% employer match about $358,183 at 4% or $238,789 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 3 | $422,653 | $85,964 | $28,655iApproximate average salary by contribution assumption: employee only about $716,367 at 4% or $477,578 at 6%; with 50% employer match about $477,578 at 4% or $318,385 at 6%; with 100% employer match about $358,183 at 4% or $238,789 at 6%. |
| 2018 | 2 | 3 | $332,453 | $69,719 | $23,240iApproximate average salary by contribution assumption: employee only about $580,992 at 4% or $387,328 at 6%; with 50% employer match about $387,328 at 4% or $258,219 at 6%; with 100% employer match about $290,496 at 4% or $193,664 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 3 | $332,453 | $69,719 | $23,240iApproximate average salary by contribution assumption: employee only about $580,992 at 4% or $387,328 at 6%; with 50% employer match about $387,328 at 4% or $258,219 at 6%; with 100% employer match about $290,496 at 4% or $193,664 at 6%. |
| Principe Agency Defined Benefit Plan | - | 0 | $0 | - | - |
| 2017 | 2 | 3 | $1,456,811 | $167,111 | $55,704iApproximate average salary by contribution assumption: employee only about $1,392,592 at 4% or $928,394 at 6%; with 50% employer match about $928,394 at 4% or $618,930 at 6%; with 100% employer match about $696,296 at 4% or $464,197 at 6%. |
| Principe Agency Defined Benefit Plan | - | 3 | $1,172,092 | $150,811 | $50,270iApproximate average salary by contribution assumption: employee only about $1,256,758 at 4% or $837,839 at 6%; with 50% employer match about $837,839 at 4% or $558,559 at 6%; with 100% employer match about $628,379 at 4% or $418,919 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 3 | $284,719 | $16,300 | $5,433iApproximate average salary by contribution assumption: employee only about $135,833 at 4% or $90,556 at 6%; with 50% employer match about $90,556 at 4% or $60,370 at 6%; with 100% employer match about $67,917 at 4% or $45,278 at 6%. |
| 2016 | 2 | 3 | $1,135,909 | $65,805 | $21,935iApproximate average salary by contribution assumption: employee only about $548,375 at 4% or $365,583 at 6%; with 50% employer match about $365,583 at 4% or $243,722 at 6%; with 100% employer match about $274,188 at 4% or $182,792 at 6%. |
| Principe Agency Defined Benefit Plan | - | 3 | $880,976 | $51,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 3 | $254,933 | $14,805 | $4,935iApproximate average salary by contribution assumption: employee only about $123,375 at 4% or $82,250 at 6%; with 50% employer match about $82,250 at 4% or $54,833 at 6%; with 100% employer match about $61,688 at 4% or $41,125 at 6%. |
| 2015 | 2 | 3 | $997,307 | $347,602 | $115,867iApproximate average salary by contribution assumption: employee only about $2,896,683 at 4% or $1,931,122 at 6%; with 50% employer match about $1,931,122 at 4% or $1,287,415 at 6%; with 100% employer match about $1,448,342 at 4% or $965,561 at 6%. |
| Principe Agency Defined Benefit Plan | - | 3 | $765,175 | $301,955 | $100,652iApproximate average salary by contribution assumption: employee only about $2,516,292 at 4% or $1,677,528 at 6%; with 50% employer match about $1,677,528 at 4% or $1,118,352 at 6%; with 100% employer match about $1,258,146 at 4% or $838,764 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 3 | $232,132 | $45,647 | $15,216iApproximate average salary by contribution assumption: employee only about $380,392 at 4% or $253,594 at 6%; with 50% employer match about $253,594 at 4% or $169,063 at 6%; with 100% employer match about $190,196 at 4% or $126,797 at 6%. |
| 2014 | 2 | 3 | $663,369 | $249,580 | $83,193iApproximate average salary by contribution assumption: employee only about $2,079,833 at 4% or $1,386,556 at 6%; with 50% employer match about $1,386,556 at 4% or $924,370 at 6%; with 100% employer match about $1,039,917 at 4% or $693,278 at 6%. |
| Principe Agency Defined Benefit Plan | - | 3 | $468,969 | $172,724 | $57,575iApproximate average salary by contribution assumption: employee only about $1,439,367 at 4% or $959,578 at 6%; with 50% employer match about $959,578 at 4% or $639,719 at 6%; with 100% employer match about $719,683 at 4% or $479,789 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 3 | $194,400 | $76,856 | $25,619iApproximate average salary by contribution assumption: employee only about $640,467 at 4% or $426,978 at 6%; with 50% employer match about $426,978 at 4% or $284,652 at 6%; with 100% employer match about $320,233 at 4% or $213,489 at 6%. |
| 2013 | 2 | 3 | $419,592 | $190,505 | $63,502iApproximate average salary by contribution assumption: employee only about $1,587,542 at 4% or $1,058,361 at 6%; with 50% employer match about $1,058,361 at 4% or $705,574 at 6%; with 100% employer match about $793,771 at 4% or $529,181 at 6%. |
| Principe Agency Defined Benefit Plan | - | 3 | $298,128 | $125,091 | $41,697iApproximate average salary by contribution assumption: employee only about $1,042,425 at 4% or $694,950 at 6%; with 50% employer match about $694,950 at 4% or $463,300 at 6%; with 100% employer match about $521,213 at 4% or $347,475 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 3 | $121,464 | $65,414 | $21,805iApproximate average salary by contribution assumption: employee only about $545,117 at 4% or $363,411 at 6%; with 50% employer match about $363,411 at 4% or $242,274 at 6%; with 100% employer match about $272,558 at 4% or $181,706 at 6%. |
| 2012 | 2 | 3 | $232,269 | $235,122 | $78,374iApproximate average salary by contribution assumption: employee only about $1,959,350 at 4% or $1,306,233 at 6%; with 50% employer match about $1,306,233 at 4% or $870,822 at 6%; with 100% employer match about $979,675 at 4% or $653,117 at 6%. |
| Principe Agency Defined Benefit Plan | - | 3 | $173,037 | $173,037 | $57,679iApproximate average salary by contribution assumption: employee only about $1,441,975 at 4% or $961,317 at 6%; with 50% employer match about $961,317 at 4% or $640,878 at 6%; with 100% employer match about $720,988 at 4% or $480,658 at 6%. |
| PRINCIPE AGENCY 401(K) PROFIT SHARING PLAN | - | 3 | $59,232 | $62,085 | $20,695iApproximate average salary by contribution assumption: employee only about $517,375 at 4% or $344,917 at 6%; with 50% employer match about $344,917 at 4% or $229,944 at 6%; with 100% employer match about $258,688 at 4% or $172,458 at 6%. |