Civic Intelligence

Monroe and Monroe Insurance Agency Ltd

Plan context: Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan

EIN 20-0137213 • Arlington, TX • 22 filings • 3 plans

2921 Galleria Dr. Suite 102Arlington, TX 76011
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$428,796

2024 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$1,394,615$697,308$0200420142023YearValue
$428,796Latest year 2023

Participants Over Time

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

840200320132023YearValue
5Latest year 2023

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
202410$0$0-
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-0$0$0-
202315$428,796$0-
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-5$428,796$0-
202215$378,723$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-5$378,723$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
202116$413,018$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-6$413,018$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
202016$355,348$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-6$355,348$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
201915$311,209$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-5$311,209$10,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
201816$265,452$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-6$265,452$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
201716$284,773$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-6$284,773$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
201616$233,016$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-6$233,016$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
201517$218,588$11,000$1,571iApproximate average salary by contribution assumption: employee only about $39,286 at 4% or $26,190 at 6%; with 50% employer match about $26,190 at 4% or $17,460 at 6%; with 100% employer match about $19,643 at 4% or $13,095 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-7$218,588$11,000$1,571iApproximate average salary by contribution assumption: employee only about $39,286 at 4% or $26,190 at 6%; with 50% employer match about $26,190 at 4% or $17,460 at 6%; with 100% employer match about $19,643 at 4% or $13,095 at 6%.
201417$205,808$11,000$1,571iApproximate average salary by contribution assumption: employee only about $39,286 at 4% or $26,190 at 6%; with 50% employer match about $26,190 at 4% or $17,460 at 6%; with 100% employer match about $19,643 at 4% or $13,095 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-7$205,808$11,000$1,571iApproximate average salary by contribution assumption: employee only about $39,286 at 4% or $26,190 at 6%; with 50% employer match about $26,190 at 4% or $17,460 at 6%; with 100% employer match about $19,643 at 4% or $13,095 at 6%.
201315$222,205$10,750$2,150iApproximate average salary by contribution assumption: employee only about $53,750 at 4% or $35,833 at 6%; with 50% employer match about $35,833 at 4% or $23,889 at 6%; with 100% employer match about $26,875 at 4% or $17,917 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-5$222,205$10,750$2,150iApproximate average salary by contribution assumption: employee only about $53,750 at 4% or $35,833 at 6%; with 50% employer match about $35,833 at 4% or $23,889 at 6%; with 100% employer match about $26,875 at 4% or $17,917 at 6%.
201215$194,352$10,500$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-5$194,352$10,500$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
201115$179,149$10,500$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-5$179,149$10,500$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
201015$165,417$10,258$2,052iApproximate average salary by contribution assumption: employee only about $51,290 at 4% or $34,193 at 6%; with 50% employer match about $34,193 at 4% or $22,796 at 6%; with 100% employer match about $25,645 at 4% or $17,097 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-5$165,417$10,258$2,052iApproximate average salary by contribution assumption: employee only about $51,290 at 4% or $34,193 at 6%; with 50% employer match about $34,193 at 4% or $22,796 at 6%; with 100% employer match about $25,645 at 4% or $17,097 at 6%.
200917$1,394,615$111,022$15,860iApproximate average salary by contribution assumption: employee only about $396,507 at 4% or $264,338 at 6%; with 50% employer match about $264,338 at 4% or $176,225 at 6%; with 100% employer match about $198,254 at 4% or $132,169 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-7$1,394,615$111,022$15,860iApproximate average salary by contribution assumption: employee only about $396,507 at 4% or $264,338 at 6%; with 50% employer match about $264,338 at 4% or $176,225 at 6%; with 100% employer match about $198,254 at 4% or $132,169 at 6%.
200817$1,104,966$103,800$14,829iApproximate average salary by contribution assumption: employee only about $370,714 at 4% or $247,143 at 6%; with 50% employer match about $247,143 at 4% or $164,762 at 6%; with 100% employer match about $185,357 at 4% or $123,571 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-7$1,104,966$103,800$14,829iApproximate average salary by contribution assumption: employee only about $370,714 at 4% or $247,143 at 6%; with 50% employer match about $247,143 at 4% or $164,762 at 6%; with 100% employer match about $185,357 at 4% or $123,571 at 6%.
200717$1,269,963$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-7$1,269,963$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
200617$1,057,524$98,500$14,071iApproximate average salary by contribution assumption: employee only about $351,786 at 4% or $234,524 at 6%; with 50% employer match about $234,524 at 4% or $156,349 at 6%; with 100% employer match about $175,893 at 4% or $117,262 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-7$1,057,524$98,500$14,071iApproximate average salary by contribution assumption: employee only about $351,786 at 4% or $234,524 at 6%; with 50% employer match about $234,524 at 4% or $156,349 at 6%; with 100% employer match about $175,893 at 4% or $117,262 at 6%.
200517$862,585$93,703$13,386iApproximate average salary by contribution assumption: employee only about $334,654 at 4% or $223,102 at 6%; with 50% employer match about $223,102 at 4% or $148,735 at 6%; with 100% employer match about $167,327 at 4% or $111,551 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-7$862,585$93,703$13,386iApproximate average salary by contribution assumption: employee only about $334,654 at 4% or $223,102 at 6%; with 50% employer match about $223,102 at 4% or $148,735 at 6%; with 100% employer match about $167,327 at 4% or $111,551 at 6%.
200418$719,413$92,500$11,563iApproximate average salary by contribution assumption: employee only about $289,063 at 4% or $192,708 at 6%; with 50% employer match about $192,708 at 4% or $128,472 at 6%; with 100% employer match about $144,531 at 4% or $96,354 at 6%.
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-8$719,413$92,500$11,563iApproximate average salary by contribution assumption: employee only about $289,063 at 4% or $192,708 at 6%; with 50% employer match about $192,708 at 4% or $128,472 at 6%; with 100% employer match about $144,531 at 4% or $96,354 at 6%.
200317$0$0-
Monroe and Monroe Insurance Agency Ltd Profit Sharing Plan-7---