Civic Intelligence

Patrick S. Gray Insurance Agency Inc.

Plan context: Patrick S. Gray Insurance Agency Inc. 401K Plan

EIN 20-0314167 • Ocoee, FL • 12 filings • 3 plans

2743 Maguire RdOcoee, FL 34761
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$134,369

2024 Contributions

$62,234

Historical Graphs

Total Assets Over Time

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

$300,665$150,333$0200420192024YearValue
$134,369Latest year 2024

Participants Over Time

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

950200420192024YearValue
9Latest year 2024

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
202419$134,369$62,234$6,915iApproximate average salary by contribution assumption: employee only about $172,872 at 4% or $115,248 at 6%; with 50% employer match about $115,248 at 4% or $76,832 at 6%; with 100% employer match about $86,436 at 4% or $57,624 at 6%.
Patrick S. Gray Insurance Agency Inc. 401K Plan-9$134,369$62,234$6,915iApproximate average salary by contribution assumption: employee only about $172,872 at 4% or $115,248 at 6%; with 50% employer match about $115,248 at 4% or $76,832 at 6%; with 100% employer match about $86,436 at 4% or $57,624 at 6%.
202317$110,813$53,995$7,714iApproximate average salary by contribution assumption: employee only about $192,839 at 4% or $128,560 at 6%; with 50% employer match about $128,560 at 4% or $85,706 at 6%; with 100% employer match about $96,420 at 4% or $64,280 at 6%.
Patrick S. Gray Insurance Agency Inc. 401K Plan-7$110,813$53,995$7,714iApproximate average salary by contribution assumption: employee only about $192,839 at 4% or $128,560 at 6%; with 50% employer match about $128,560 at 4% or $85,706 at 6%; with 100% employer match about $96,420 at 4% or $64,280 at 6%.
202217$292,404$53,283$7,612iApproximate average salary by contribution assumption: employee only about $190,296 at 4% or $126,864 at 6%; with 50% employer match about $126,864 at 4% or $84,576 at 6%; with 100% employer match about $95,148 at 4% or $63,432 at 6%.
Patrick S. Gray Insurance Agency Inc. 401K Plan-7$292,404$53,283$7,612iApproximate average salary by contribution assumption: employee only about $190,296 at 4% or $126,864 at 6%; with 50% employer match about $126,864 at 4% or $84,576 at 6%; with 100% employer match about $95,148 at 4% or $63,432 at 6%.
202115$300,665$48,972$9,794iApproximate average salary by contribution assumption: employee only about $244,860 at 4% or $163,240 at 6%; with 50% employer match about $163,240 at 4% or $108,827 at 6%; with 100% employer match about $122,430 at 4% or $81,620 at 6%.
Patrick S. Gray Insurance Agency Inc. 401K Plan-5$300,665$48,972$9,794iApproximate average salary by contribution assumption: employee only about $244,860 at 4% or $163,240 at 6%; with 50% employer match about $163,240 at 4% or $108,827 at 6%; with 100% employer match about $122,430 at 4% or $81,620 at 6%.
202014$197,240$42,212$10,553iApproximate average salary by contribution assumption: employee only about $263,825 at 4% or $175,883 at 6%; with 50% employer match about $175,883 at 4% or $117,256 at 6%; with 100% employer match about $131,913 at 4% or $87,942 at 6%.
Patrick S. Gray Insurance Agency Inc. 401K Plan-4$197,240$42,212$10,553iApproximate average salary by contribution assumption: employee only about $263,825 at 4% or $175,883 at 6%; with 50% employer match about $175,883 at 4% or $117,256 at 6%; with 100% employer match about $131,913 at 4% or $87,942 at 6%.
201914$129,566$37,931$9,483iApproximate average salary by contribution assumption: employee only about $237,069 at 4% or $158,046 at 6%; with 50% employer match about $158,046 at 4% or $105,364 at 6%; with 100% employer match about $118,534 at 4% or $79,023 at 6%.
Patrick S. Gray Insurance Agency Inc. 401K Plan-4$129,566$37,931$9,483iApproximate average salary by contribution assumption: employee only about $237,069 at 4% or $158,046 at 6%; with 50% employer match about $158,046 at 4% or $105,364 at 6%; with 100% employer match about $118,534 at 4% or $79,023 at 6%.
201815$90,061$43,504$8,701iApproximate average salary by contribution assumption: employee only about $217,520 at 4% or $145,013 at 6%; with 50% employer match about $145,013 at 4% or $96,676 at 6%; with 100% employer match about $108,760 at 4% or $72,507 at 6%.
Patrick S. Gray Insurance Agency Inc. 401K Plan-5$90,061$43,504$8,701iApproximate average salary by contribution assumption: employee only about $217,520 at 4% or $145,013 at 6%; with 50% employer match about $145,013 at 4% or $96,676 at 6%; with 100% employer match about $108,760 at 4% or $72,507 at 6%.
201714$54,053$49,258$12,315iApproximate average salary by contribution assumption: employee only about $307,863 at 4% or $205,242 at 6%; with 50% employer match about $205,242 at 4% or $136,828 at 6%; with 100% employer match about $153,931 at 4% or $102,621 at 6%.
Patrick S. Gray Insurance Agency Inc. 401K Plan-4$54,053$49,258$12,315iApproximate average salary by contribution assumption: employee only about $307,863 at 4% or $205,242 at 6%; with 50% employer match about $205,242 at 4% or $136,828 at 6%; with 100% employer match about $153,931 at 4% or $102,621 at 6%.
200710$0$0-
Patrick S. Gray Insurance Agency Inc. 401K Plan-0---
200613$44,019$9,076$3,025iApproximate average salary by contribution assumption: employee only about $75,633 at 4% or $50,422 at 6%; with 50% employer match about $50,422 at 4% or $33,615 at 6%; with 100% employer match about $37,817 at 4% or $25,211 at 6%.
Patrick S. Gray Insurance Agency Inc. 401K Plan-3$44,019$9,076$3,025iApproximate average salary by contribution assumption: employee only about $75,633 at 4% or $50,422 at 6%; with 50% employer match about $50,422 at 4% or $33,615 at 6%; with 100% employer match about $37,817 at 4% or $25,211 at 6%.
200513$30,200$9,135$3,045iApproximate average salary by contribution assumption: employee only about $76,125 at 4% or $50,750 at 6%; with 50% employer match about $50,750 at 4% or $33,833 at 6%; with 100% employer match about $38,063 at 4% or $25,375 at 6%.
Patrick S. Gray Insurance Agency Inc. 401K Plan-3$30,200$9,135$3,045iApproximate average salary by contribution assumption: employee only about $76,125 at 4% or $50,750 at 6%; with 50% employer match about $50,750 at 4% or $33,833 at 6%; with 100% employer match about $38,063 at 4% or $25,375 at 6%.
200413$18,879$14,222$4,741iApproximate average salary by contribution assumption: employee only about $118,517 at 4% or $79,011 at 6%; with 50% employer match about $79,011 at 4% or $52,674 at 6%; with 100% employer match about $59,258 at 4% or $39,506 at 6%.
Patrick S. Gray Insurance Agency Inc. 401K Plan-3$18,879$14,222$4,741iApproximate average salary by contribution assumption: employee only about $118,517 at 4% or $79,011 at 6%; with 50% employer match about $79,011 at 4% or $52,674 at 6%; with 100% employer match about $59,258 at 4% or $39,506 at 6%.