Civic Intelligence

Executive Insurance Brokerage Financial Services

Plan context: Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan

EIN 11-3429360 • Bohemia, NY • 26 filings • 2 plans

515 Johnson AvenueBohemia, NY 11716-2671
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$788,973

2025 Contributions

$90,963

Historical Graphs

Total Assets Over Time

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

$1,254,217$627,109$0200020132025YearValue
$788,973Latest year 2025

Participants Over Time

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

1680200020132025YearValue
14Latest 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
2025114$788,973$90,963$6,497iApproximate average salary by contribution assumption: employee only about $162,434 at 4% or $108,289 at 6%; with 50% employer match about $108,289 at 4% or $72,193 at 6%; with 100% employer match about $81,217 at 4% or $54,145 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-14$788,973$90,963$6,497iApproximate average salary by contribution assumption: employee only about $162,434 at 4% or $108,289 at 6%; with 50% employer match about $108,289 at 4% or $72,193 at 6%; with 100% employer match about $81,217 at 4% or $54,145 at 6%.
2024113$597,745$92,452$7,112iApproximate average salary by contribution assumption: employee only about $177,792 at 4% or $118,528 at 6%; with 50% employer match about $118,528 at 4% or $79,019 at 6%; with 100% employer match about $88,896 at 4% or $59,264 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-13$597,745$92,452$7,112iApproximate average salary by contribution assumption: employee only about $177,792 at 4% or $118,528 at 6%; with 50% employer match about $118,528 at 4% or $79,019 at 6%; with 100% employer match about $88,896 at 4% or $59,264 at 6%.
2023114$471,654$120,894$8,635iApproximate average salary by contribution assumption: employee only about $215,882 at 4% or $143,921 at 6%; with 50% employer match about $143,921 at 4% or $95,948 at 6%; with 100% employer match about $107,941 at 4% or $71,961 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-14$471,654$120,894$8,635iApproximate average salary by contribution assumption: employee only about $215,882 at 4% or $143,921 at 6%; with 50% employer match about $143,921 at 4% or $95,948 at 6%; with 100% employer match about $107,941 at 4% or $71,961 at 6%.
2022115$295,869$98,409$6,561iApproximate average salary by contribution assumption: employee only about $164,015 at 4% or $109,343 at 6%; with 50% employer match about $109,343 at 4% or $72,896 at 6%; with 100% employer match about $82,008 at 4% or $54,672 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-15$295,869$98,409$6,561iApproximate average salary by contribution assumption: employee only about $164,015 at 4% or $109,343 at 6%; with 50% employer match about $109,343 at 4% or $72,896 at 6%; with 100% employer match about $82,008 at 4% or $54,672 at 6%.
2021113$1,254,217$96,363$7,413iApproximate average salary by contribution assumption: employee only about $185,313 at 4% or $123,542 at 6%; with 50% employer match about $123,542 at 4% or $82,362 at 6%; with 100% employer match about $92,657 at 4% or $61,771 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-13$1,254,217$96,363$7,413iApproximate average salary by contribution assumption: employee only about $185,313 at 4% or $123,542 at 6%; with 50% employer match about $123,542 at 4% or $82,362 at 6%; with 100% employer match about $92,657 at 4% or $61,771 at 6%.
2020112$1,032,785$90,454$7,538iApproximate average salary by contribution assumption: employee only about $188,446 at 4% or $125,631 at 6%; with 50% employer match about $125,631 at 4% or $83,754 at 6%; with 100% employer match about $94,223 at 4% or $62,815 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-12$1,032,785$90,454$7,538iApproximate average salary by contribution assumption: employee only about $188,446 at 4% or $125,631 at 6%; with 50% employer match about $125,631 at 4% or $83,754 at 6%; with 100% employer match about $94,223 at 4% or $62,815 at 6%.
2019115$812,884$88,639$5,909iApproximate average salary by contribution assumption: employee only about $147,732 at 4% or $98,488 at 6%; with 50% employer match about $98,488 at 4% or $65,659 at 6%; with 100% employer match about $73,866 at 4% or $49,244 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-15$812,884$88,639$5,909iApproximate average salary by contribution assumption: employee only about $147,732 at 4% or $98,488 at 6%; with 50% employer match about $98,488 at 4% or $65,659 at 6%; with 100% employer match about $73,866 at 4% or $49,244 at 6%.
2018114$883,258$81,574$5,827iApproximate average salary by contribution assumption: employee only about $145,668 at 4% or $97,112 at 6%; with 50% employer match about $97,112 at 4% or $64,741 at 6%; with 100% employer match about $72,834 at 4% or $48,556 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-14$883,258$81,574$5,827iApproximate average salary by contribution assumption: employee only about $145,668 at 4% or $97,112 at 6%; with 50% employer match about $97,112 at 4% or $64,741 at 6%; with 100% employer match about $72,834 at 4% or $48,556 at 6%.
2017114$958,574$73,511$5,251iApproximate average salary by contribution assumption: employee only about $131,270 at 4% or $87,513 at 6%; with 50% employer match about $87,513 at 4% or $58,342 at 6%; with 100% employer match about $65,635 at 4% or $43,757 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-14$958,574$73,511$5,251iApproximate average salary by contribution assumption: employee only about $131,270 at 4% or $87,513 at 6%; with 50% employer match about $87,513 at 4% or $58,342 at 6%; with 100% employer match about $65,635 at 4% or $43,757 at 6%.
2016113$755,637$67,879$5,221iApproximate average salary by contribution assumption: employee only about $130,537 at 4% or $87,024 at 6%; with 50% employer match about $87,024 at 4% or $58,016 at 6%; with 100% employer match about $65,268 at 4% or $43,512 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-13$755,637$67,879$5,221iApproximate average salary by contribution assumption: employee only about $130,537 at 4% or $87,024 at 6%; with 50% employer match about $87,024 at 4% or $58,016 at 6%; with 100% employer match about $65,268 at 4% or $43,512 at 6%.
2015116$679,790$71,497$4,469iApproximate average salary by contribution assumption: employee only about $111,714 at 4% or $74,476 at 6%; with 50% employer match about $74,476 at 4% or $49,651 at 6%; with 100% employer match about $55,857 at 4% or $37,238 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-16$679,790$71,497$4,469iApproximate average salary by contribution assumption: employee only about $111,714 at 4% or $74,476 at 6%; with 50% employer match about $74,476 at 4% or $49,651 at 6%; with 100% employer match about $55,857 at 4% or $37,238 at 6%.
2014116$627,524$69,920$4,370iApproximate average salary by contribution assumption: employee only about $109,250 at 4% or $72,833 at 6%; with 50% employer match about $72,833 at 4% or $48,556 at 6%; with 100% employer match about $54,625 at 4% or $36,417 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-16$627,524$69,920$4,370iApproximate average salary by contribution assumption: employee only about $109,250 at 4% or $72,833 at 6%; with 50% employer match about $72,833 at 4% or $48,556 at 6%; with 100% employer match about $54,625 at 4% or $36,417 at 6%.
2013112$564,593$43,588$3,632iApproximate average salary by contribution assumption: employee only about $90,808 at 4% or $60,539 at 6%; with 50% employer match about $60,539 at 4% or $40,359 at 6%; with 100% employer match about $45,404 at 4% or $30,269 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-12$564,593$43,588$3,632iApproximate average salary by contribution assumption: employee only about $90,808 at 4% or $60,539 at 6%; with 50% employer match about $60,539 at 4% or $40,359 at 6%; with 100% employer match about $45,404 at 4% or $30,269 at 6%.
2012111$451,861$43,328$3,939iApproximate average salary by contribution assumption: employee only about $98,473 at 4% or $65,648 at 6%; with 50% employer match about $65,648 at 4% or $43,766 at 6%; with 100% employer match about $49,236 at 4% or $32,824 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-11$451,861$43,328$3,939iApproximate average salary by contribution assumption: employee only about $98,473 at 4% or $65,648 at 6%; with 50% employer match about $65,648 at 4% or $43,766 at 6%; with 100% employer match about $49,236 at 4% or $32,824 at 6%.
2011112$381,671$51,116$4,260iApproximate average salary by contribution assumption: employee only about $106,492 at 4% or $70,994 at 6%; with 50% employer match about $70,994 at 4% or $47,330 at 6%; with 100% employer match about $53,246 at 4% or $35,497 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-12$381,671$51,116$4,260iApproximate average salary by contribution assumption: employee only about $106,492 at 4% or $70,994 at 6%; with 50% employer match about $70,994 at 4% or $47,330 at 6%; with 100% employer match about $53,246 at 4% or $35,497 at 6%.
2010113$365,059$46,516$3,578iApproximate average salary by contribution assumption: employee only about $89,454 at 4% or $59,636 at 6%; with 50% employer match about $59,636 at 4% or $39,757 at 6%; with 100% employer match about $44,727 at 4% or $29,818 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-13$365,059$46,516$3,578iApproximate average salary by contribution assumption: employee only about $89,454 at 4% or $59,636 at 6%; with 50% employer match about $59,636 at 4% or $39,757 at 6%; with 100% employer match about $44,727 at 4% or $29,818 at 6%.
2009116$279,938$60,103$3,756iApproximate average salary by contribution assumption: employee only about $93,911 at 4% or $62,607 at 6%; with 50% employer match about $62,607 at 4% or $41,738 at 6%; with 100% employer match about $46,955 at 4% or $31,304 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-16$279,938$60,103$3,756iApproximate average salary by contribution assumption: employee only about $93,911 at 4% or $62,607 at 6%; with 50% employer match about $62,607 at 4% or $41,738 at 6%; with 100% employer match about $46,955 at 4% or $31,304 at 6%.
200817$163,192$49,460$7,066iApproximate average salary by contribution assumption: employee only about $176,643 at 4% or $117,762 at 6%; with 50% employer match about $117,762 at 4% or $78,508 at 6%; with 100% employer match about $88,321 at 4% or $58,881 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-7$163,192$49,460$7,066iApproximate average salary by contribution assumption: employee only about $176,643 at 4% or $117,762 at 6%; with 50% employer match about $117,762 at 4% or $78,508 at 6%; with 100% employer match about $88,321 at 4% or $58,881 at 6%.
200719$201,951$56,668$6,296iApproximate average salary by contribution assumption: employee only about $157,411 at 4% or $104,941 at 6%; with 50% employer match about $104,941 at 4% or $69,960 at 6%; with 100% employer match about $78,706 at 4% or $52,470 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-9$201,951$56,668$6,296iApproximate average salary by contribution assumption: employee only about $157,411 at 4% or $104,941 at 6%; with 50% employer match about $104,941 at 4% or $69,960 at 6%; with 100% employer match about $78,706 at 4% or $52,470 at 6%.
200619$134,673$46,240$5,138iApproximate average salary by contribution assumption: employee only about $128,444 at 4% or $85,630 at 6%; with 50% employer match about $85,630 at 4% or $57,086 at 6%; with 100% employer match about $64,222 at 4% or $42,815 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-9$134,673$46,240$5,138iApproximate average salary by contribution assumption: employee only about $128,444 at 4% or $85,630 at 6%; with 50% employer match about $85,630 at 4% or $57,086 at 6%; with 100% employer match about $64,222 at 4% or $42,815 at 6%.
200519$94,848$24,806$2,756iApproximate average salary by contribution assumption: employee only about $68,906 at 4% or $45,937 at 6%; with 50% employer match about $45,937 at 4% or $30,625 at 6%; with 100% employer match about $34,453 at 4% or $22,969 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-9$94,848$24,806$2,756iApproximate average salary by contribution assumption: employee only about $68,906 at 4% or $45,937 at 6%; with 50% employer match about $45,937 at 4% or $30,625 at 6%; with 100% employer match about $34,453 at 4% or $22,969 at 6%.
200417$72,602$17,517$2,502iApproximate average salary by contribution assumption: employee only about $62,561 at 4% or $41,707 at 6%; with 50% employer match about $41,707 at 4% or $27,805 at 6%; with 100% employer match about $31,280 at 4% or $20,854 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-7$72,602$17,517$2,502iApproximate average salary by contribution assumption: employee only about $62,561 at 4% or $41,707 at 6%; with 50% employer match about $41,707 at 4% or $27,805 at 6%; with 100% employer match about $31,280 at 4% or $20,854 at 6%.
200319$72,074$21,514$2,390iApproximate average salary by contribution assumption: employee only about $59,761 at 4% or $39,841 at 6%; with 50% employer match about $39,841 at 4% or $26,560 at 6%; with 100% employer match about $29,881 at 4% or $19,920 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-9$72,074$21,514$2,390iApproximate average salary by contribution assumption: employee only about $59,761 at 4% or $39,841 at 6%; with 50% employer match about $39,841 at 4% or $26,560 at 6%; with 100% employer match about $29,881 at 4% or $19,920 at 6%.
200218$44,381$20,965$2,621iApproximate average salary by contribution assumption: employee only about $65,516 at 4% or $43,677 at 6%; with 50% employer match about $43,677 at 4% or $29,118 at 6%; with 100% employer match about $32,758 at 4% or $21,839 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-8$44,381$20,965$2,621iApproximate average salary by contribution assumption: employee only about $65,516 at 4% or $43,677 at 6%; with 50% employer match about $43,677 at 4% or $29,118 at 6%; with 100% employer match about $32,758 at 4% or $21,839 at 6%.
200115$37,191$22,443$4,489iApproximate average salary by contribution assumption: employee only about $112,215 at 4% or $74,810 at 6%; with 50% employer match about $74,810 at 4% or $49,873 at 6%; with 100% employer match about $56,108 at 4% or $37,405 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-5$37,191$22,443$4,489iApproximate average salary by contribution assumption: employee only about $112,215 at 4% or $74,810 at 6%; with 50% employer match about $74,810 at 4% or $49,873 at 6%; with 100% employer match about $56,108 at 4% or $37,405 at 6%.
200014$18,485$5,530$1,383iApproximate average salary by contribution assumption: employee only about $34,563 at 4% or $23,042 at 6%; with 50% employer match about $23,042 at 4% or $15,361 at 6%; with 100% employer match about $17,281 at 4% or $11,521 at 6%.
Executive Insurance Brokerage & Financial Services Inc. 401(K) Plan-4$18,485$5,530$1,383iApproximate average salary by contribution assumption: employee only about $34,563 at 4% or $23,042 at 6%; with 50% employer match about $23,042 at 4% or $15,361 at 6%; with 100% employer match about $17,281 at 4% or $11,521 at 6%.