Irwin Siegel Agency, Inc.
Plan context: Irwin Siegel Agency Inc. 401 K Incentive Savings Plan
EIN 14-1624703 • Rock Hill, NY • 21 filings • 7 plans
Current Snapshot
Latest Year
2017
2017 Participants
87
2017 Assets
$6,957,101
2017 Contributions
$46,124
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $46,124 | - |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 0 | $0 | $46,124 | - |
| 2016 | 1 | 87 | $6,957,101 | $367,089 | $4,219iApproximate average salary by contribution assumption: employee only about $105,485 at 4% or $70,324 at 6%; with 50% employer match about $70,324 at 4% or $46,882 at 6%; with 100% employer match about $52,743 at 4% or $35,162 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 87 | $6,957,101 | $367,089 | $4,219iApproximate average salary by contribution assumption: employee only about $105,485 at 4% or $70,324 at 6%; with 50% employer match about $70,324 at 4% or $46,882 at 6%; with 100% employer match about $52,743 at 4% or $35,162 at 6%. |
| 2015 | 1 | 79 | $6,713,604 | $377,618 | $4,780iApproximate average salary by contribution assumption: employee only about $119,499 at 4% or $79,666 at 6%; with 50% employer match about $79,666 at 4% or $53,111 at 6%; with 100% employer match about $59,750 at 4% or $39,833 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 79 | $6,713,604 | $377,618 | $4,780iApproximate average salary by contribution assumption: employee only about $119,499 at 4% or $79,666 at 6%; with 50% employer match about $79,666 at 4% or $53,111 at 6%; with 100% employer match about $59,750 at 4% or $39,833 at 6%. |
| 2014 | 1 | 74 | $6,493,228 | $388,783 | $5,254iApproximate average salary by contribution assumption: employee only about $131,346 at 4% or $87,564 at 6%; with 50% employer match about $87,564 at 4% or $58,376 at 6%; with 100% employer match about $65,673 at 4% or $43,782 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 74 | $6,493,228 | $388,783 | $5,254iApproximate average salary by contribution assumption: employee only about $131,346 at 4% or $87,564 at 6%; with 50% employer match about $87,564 at 4% or $58,376 at 6%; with 100% employer match about $65,673 at 4% or $43,782 at 6%. |
| 2013 | 1 | 76 | $5,876,747 | $323,474 | $4,256iApproximate average salary by contribution assumption: employee only about $106,406 at 4% or $70,937 at 6%; with 50% employer match about $70,937 at 4% or $47,292 at 6%; with 100% employer match about $53,203 at 4% or $35,469 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 76 | $5,876,747 | $323,474 | $4,256iApproximate average salary by contribution assumption: employee only about $106,406 at 4% or $70,937 at 6%; with 50% employer match about $70,937 at 4% or $47,292 at 6%; with 100% employer match about $53,203 at 4% or $35,469 at 6%. |
| 2012 | 1 | 80 | $4,691,060 | $346,276 | $4,328iApproximate average salary by contribution assumption: employee only about $108,211 at 4% or $72,141 at 6%; with 50% employer match about $72,141 at 4% or $48,094 at 6%; with 100% employer match about $54,106 at 4% or $36,070 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 80 | $4,691,060 | $346,276 | $4,328iApproximate average salary by contribution assumption: employee only about $108,211 at 4% or $72,141 at 6%; with 50% employer match about $72,141 at 4% or $48,094 at 6%; with 100% employer match about $54,106 at 4% or $36,070 at 6%. |
| 2011 | 1 | 56 | $3,981,015 | $304,423 | $5,436iApproximate average salary by contribution assumption: employee only about $135,903 at 4% or $90,602 at 6%; with 50% employer match about $90,602 at 4% or $60,401 at 6%; with 100% employer match about $67,952 at 4% or $45,301 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 56 | $3,981,015 | $304,423 | $5,436iApproximate average salary by contribution assumption: employee only about $135,903 at 4% or $90,602 at 6%; with 50% employer match about $90,602 at 4% or $60,401 at 6%; with 100% employer match about $67,952 at 4% or $45,301 at 6%. |
| 2010 | 1 | 59 | $3,806,693 | $305,881 | $5,184iApproximate average salary by contribution assumption: employee only about $129,611 at 4% or $86,407 at 6%; with 50% employer match about $86,407 at 4% or $57,605 at 6%; with 100% employer match about $64,805 at 4% or $43,204 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 59 | $3,806,693 | $305,881 | $5,184iApproximate average salary by contribution assumption: employee only about $129,611 at 4% or $86,407 at 6%; with 50% employer match about $86,407 at 4% or $57,605 at 6%; with 100% employer match about $64,805 at 4% or $43,204 at 6%. |
| 2009 | 1 | 55 | $3,458,302 | $323,425 | $5,880iApproximate average salary by contribution assumption: employee only about $147,011 at 4% or $98,008 at 6%; with 50% employer match about $98,008 at 4% or $65,338 at 6%; with 100% employer match about $73,506 at 4% or $49,004 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 55 | $3,458,302 | $323,425 | $5,880iApproximate average salary by contribution assumption: employee only about $147,011 at 4% or $98,008 at 6%; with 50% employer match about $98,008 at 4% or $65,338 at 6%; with 100% employer match about $73,506 at 4% or $49,004 at 6%. |
| 2008 | 1 | 62 | $2,959,258 | $354,588 | $5,719iApproximate average salary by contribution assumption: employee only about $142,979 at 4% or $95,319 at 6%; with 50% employer match about $95,319 at 4% or $63,546 at 6%; with 100% employer match about $71,490 at 4% or $47,660 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 62 | $2,959,258 | $354,588 | $5,719iApproximate average salary by contribution assumption: employee only about $142,979 at 4% or $95,319 at 6%; with 50% employer match about $95,319 at 4% or $63,546 at 6%; with 100% employer match about $71,490 at 4% or $47,660 at 6%. |
| 2007 | 1 | 62 | $0 | $0 | - |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 62 | - | - | - |
| 2006 | 1 | 59 | $3,535,060 | $311,570 | $5,281iApproximate average salary by contribution assumption: employee only about $132,021 at 4% or $88,014 at 6%; with 50% employer match about $88,014 at 4% or $58,676 at 6%; with 100% employer match about $66,011 at 4% or $44,007 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 59 | $3,535,060 | $311,570 | $5,281iApproximate average salary by contribution assumption: employee only about $132,021 at 4% or $88,014 at 6%; with 50% employer match about $88,014 at 4% or $58,676 at 6%; with 100% employer match about $66,011 at 4% or $44,007 at 6%. |
| 2005 | 1 | 66 | $3,178,228 | $335,669 | $5,086iApproximate average salary by contribution assumption: employee only about $127,147 at 4% or $84,765 at 6%; with 50% employer match about $84,765 at 4% or $56,510 at 6%; with 100% employer match about $63,574 at 4% or $42,382 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 66 | $3,178,228 | $335,669 | $5,086iApproximate average salary by contribution assumption: employee only about $127,147 at 4% or $84,765 at 6%; with 50% employer match about $84,765 at 4% or $56,510 at 6%; with 100% employer match about $63,574 at 4% or $42,382 at 6%. |
| 2004 | 1 | 81 | $2,685,657 | $356,332 | $4,399iApproximate average salary by contribution assumption: employee only about $109,979 at 4% or $73,319 at 6%; with 50% employer match about $73,319 at 4% or $48,880 at 6%; with 100% employer match about $54,990 at 4% or $36,660 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 81 | $2,685,657 | $356,332 | $4,399iApproximate average salary by contribution assumption: employee only about $109,979 at 4% or $73,319 at 6%; with 50% employer match about $73,319 at 4% or $48,880 at 6%; with 100% employer match about $54,990 at 4% or $36,660 at 6%. |
| 2003 | 2 | 84 | $2,339,932 | $890,470 | $10,601iApproximate average salary by contribution assumption: employee only about $265,021 at 4% or $176,681 at 6%; with 50% employer match about $176,681 at 4% or $117,787 at 6%; with 100% employer match about $132,510 at 4% or $88,340 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 84 | $2,339,932 | $413,520 | $4,923iApproximate average salary by contribution assumption: employee only about $123,071 at 4% or $82,048 at 6%; with 50% employer match about $82,048 at 4% or $54,698 at 6%; with 100% employer match about $61,536 at 4% or $41,024 at 6%. |
| IRWIN SIEGEL AGENCY INC HEALTH & WELFARE PLAN | - | 79 | - | $476,950 | $6,037iApproximate average salary by contribution assumption: employee only about $150,934 at 4% or $100,622 at 6%; with 50% employer match about $100,622 at 4% or $67,082 at 6%; with 100% employer match about $75,467 at 4% or $50,311 at 6%. |
| 2002 | 2 | 126 | $1,915,774 | $986,951 | $7,833iApproximate average salary by contribution assumption: employee only about $195,824 at 4% or $130,549 at 6%; with 50% employer match about $130,549 at 4% or $87,033 at 6%; with 100% employer match about $97,912 at 4% or $65,275 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 92 | $1,915,774 | $414,737 | $4,508iApproximate average salary by contribution assumption: employee only about $112,700 at 4% or $75,134 at 6%; with 50% employer match about $75,134 at 4% or $50,089 at 6%; with 100% employer match about $56,350 at 4% or $37,567 at 6%. |
| IRWIN SIEGEL AGENCY INC HEALTH & WELFARE PLAN | - | 126 | - | $572,214 | $4,541iApproximate average salary by contribution assumption: employee only about $113,535 at 4% or $75,690 at 6%; with 50% employer match about $75,690 at 4% or $50,460 at 6%; with 100% employer match about $56,767 at 4% or $37,845 at 6%. |
| 2001 | 1 | 104 | $0 | $0 | - |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 104 | - | - | - |
| 2000 | 1 | 103 | $1,675,326 | $312,115 | $3,030iApproximate average salary by contribution assumption: employee only about $75,756 at 4% or $50,504 at 6%; with 50% employer match about $50,504 at 4% or $33,669 at 6%; with 100% employer match about $37,878 at 4% or $25,252 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 103 | $1,675,326 | $312,115 | $3,030iApproximate average salary by contribution assumption: employee only about $75,756 at 4% or $50,504 at 6%; with 50% employer match about $50,504 at 4% or $33,669 at 6%; with 100% employer match about $37,878 at 4% or $25,252 at 6%. |
| 1999 | 1 | 92 | $1,379,727 | $286,137 | $3,110iApproximate average salary by contribution assumption: employee only about $77,755 at 4% or $51,836 at 6%; with 50% employer match about $51,836 at 4% or $34,558 at 6%; with 100% employer match about $38,877 at 4% or $25,918 at 6%. |
| Irwin Siegel Agency Inc. 401 K Incentive Savings Plan | - | 92 | $1,379,727 | $286,137 | $3,110iApproximate average salary by contribution assumption: employee only about $77,755 at 4% or $51,836 at 6%; with 50% employer match about $51,836 at 4% or $34,558 at 6%; with 100% employer match about $38,877 at 4% or $25,918 at 6%. |