Civic Intelligence

Catawba Insurance Agency LLC

Plan context: Catawba Insurance Agency LLC Retirement Savings Plan

EIN 20-0546146 • Catawba, NC • 20 filings • 2 plans

PO Box 426Catawba, NC 28609-0426
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$862,249

2024 Contributions

$24,911

Historical Graphs

Total Assets Over Time

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

$862,249$431,125$0200520152024YearValue
$862,249Latest year 2024

Participants Over Time

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

1050200520152024YearValue
7Latest 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
202417$862,249$24,911$3,559iApproximate average salary by contribution assumption: employee only about $88,968 at 4% or $59,312 at 6%; with 50% employer match about $59,312 at 4% or $39,541 at 6%; with 100% employer match about $44,484 at 4% or $29,656 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-7$862,249$24,911$3,559iApproximate average salary by contribution assumption: employee only about $88,968 at 4% or $59,312 at 6%; with 50% employer match about $59,312 at 4% or $39,541 at 6%; with 100% employer match about $44,484 at 4% or $29,656 at 6%.
202318$775,886$26,829$3,354iApproximate average salary by contribution assumption: employee only about $83,841 at 4% or $55,894 at 6%; with 50% employer match about $55,894 at 4% or $37,263 at 6%; with 100% employer match about $41,920 at 4% or $27,947 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-8$775,886$26,829$3,354iApproximate average salary by contribution assumption: employee only about $83,841 at 4% or $55,894 at 6%; with 50% employer match about $55,894 at 4% or $37,263 at 6%; with 100% employer match about $41,920 at 4% or $27,947 at 6%.
202218$676,662$32,516$4,065iApproximate average salary by contribution assumption: employee only about $101,613 at 4% or $67,742 at 6%; with 50% employer match about $67,742 at 4% or $45,161 at 6%; with 100% employer match about $50,806 at 4% or $33,871 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-8$676,662$32,516$4,065iApproximate average salary by contribution assumption: employee only about $101,613 at 4% or $67,742 at 6%; with 50% employer match about $67,742 at 4% or $45,161 at 6%; with 100% employer match about $50,806 at 4% or $33,871 at 6%.
202118$707,518$34,769$4,346iApproximate average salary by contribution assumption: employee only about $108,653 at 4% or $72,435 at 6%; with 50% employer match about $72,435 at 4% or $48,290 at 6%; with 100% employer match about $54,327 at 4% or $36,218 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-8$707,518$34,769$4,346iApproximate average salary by contribution assumption: employee only about $108,653 at 4% or $72,435 at 6%; with 50% employer match about $72,435 at 4% or $48,290 at 6%; with 100% employer match about $54,327 at 4% or $36,218 at 6%.
202017$623,967$74,880$10,697iApproximate average salary by contribution assumption: employee only about $267,429 at 4% or $178,286 at 6%; with 50% employer match about $178,286 at 4% or $118,857 at 6%; with 100% employer match about $133,714 at 4% or $89,143 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-7$623,967$74,880$10,697iApproximate average salary by contribution assumption: employee only about $267,429 at 4% or $178,286 at 6%; with 50% employer match about $178,286 at 4% or $118,857 at 6%; with 100% employer match about $133,714 at 4% or $89,143 at 6%.
201918$494,856$0-
Catawba Insurance Agency LLC Retirement Savings Plan-8$494,856$0-
201818$388,210$40,827$5,103iApproximate average salary by contribution assumption: employee only about $127,584 at 4% or $85,056 at 6%; with 50% employer match about $85,056 at 4% or $56,704 at 6%; with 100% employer match about $63,792 at 4% or $42,528 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-8$388,210$40,827$5,103iApproximate average salary by contribution assumption: employee only about $127,584 at 4% or $85,056 at 6%; with 50% employer match about $85,056 at 4% or $56,704 at 6%; with 100% employer match about $63,792 at 4% or $42,528 at 6%.
201718$371,752$21,154$2,644iApproximate average salary by contribution assumption: employee only about $66,106 at 4% or $44,071 at 6%; with 50% employer match about $44,071 at 4% or $29,381 at 6%; with 100% employer match about $33,053 at 4% or $22,035 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-8$371,752$21,154$2,644iApproximate average salary by contribution assumption: employee only about $66,106 at 4% or $44,071 at 6%; with 50% employer match about $44,071 at 4% or $29,381 at 6%; with 100% employer match about $33,053 at 4% or $22,035 at 6%.
201618$332,242$20,714$2,589iApproximate average salary by contribution assumption: employee only about $64,731 at 4% or $43,154 at 6%; with 50% employer match about $43,154 at 4% or $28,769 at 6%; with 100% employer match about $32,366 at 4% or $21,577 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-8$332,242$20,714$2,589iApproximate average salary by contribution assumption: employee only about $64,731 at 4% or $43,154 at 6%; with 50% employer match about $43,154 at 4% or $28,769 at 6%; with 100% employer match about $32,366 at 4% or $21,577 at 6%.
201517$316,893$19,398$2,771iApproximate average salary by contribution assumption: employee only about $69,279 at 4% or $46,186 at 6%; with 50% employer match about $46,186 at 4% or $30,790 at 6%; with 100% employer match about $34,639 at 4% or $23,093 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-7$316,893$19,398$2,771iApproximate average salary by contribution assumption: employee only about $69,279 at 4% or $46,186 at 6%; with 50% employer match about $46,186 at 4% or $30,790 at 6%; with 100% employer match about $34,639 at 4% or $23,093 at 6%.
201417$294,245$18,881$2,697iApproximate average salary by contribution assumption: employee only about $67,432 at 4% or $44,955 at 6%; with 50% employer match about $44,955 at 4% or $29,970 at 6%; with 100% employer match about $33,716 at 4% or $22,477 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-7$294,245$18,881$2,697iApproximate average salary by contribution assumption: employee only about $67,432 at 4% or $44,955 at 6%; with 50% employer match about $44,955 at 4% or $29,970 at 6%; with 100% employer match about $33,716 at 4% or $22,477 at 6%.
201317$252,657$11,055$1,579iApproximate average salary by contribution assumption: employee only about $39,482 at 4% or $26,321 at 6%; with 50% employer match about $26,321 at 4% or $17,548 at 6%; with 100% employer match about $19,741 at 4% or $13,161 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-7$252,657$11,055$1,579iApproximate average salary by contribution assumption: employee only about $39,482 at 4% or $26,321 at 6%; with 50% employer match about $26,321 at 4% or $17,548 at 6%; with 100% employer match about $19,741 at 4% or $13,161 at 6%.
201218$278,207$9,773$1,222iApproximate average salary by contribution assumption: employee only about $30,541 at 4% or $20,360 at 6%; with 50% employer match about $20,360 at 4% or $13,574 at 6%; with 100% employer match about $15,270 at 4% or $10,180 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-8$278,207$9,773$1,222iApproximate average salary by contribution assumption: employee only about $30,541 at 4% or $20,360 at 6%; with 50% employer match about $20,360 at 4% or $13,574 at 6%; with 100% employer match about $15,270 at 4% or $10,180 at 6%.
201118$448,550$13,718$1,715iApproximate average salary by contribution assumption: employee only about $42,869 at 4% or $28,579 at 6%; with 50% employer match about $28,579 at 4% or $19,053 at 6%; with 100% employer match about $21,434 at 4% or $14,290 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-8$448,550$13,718$1,715iApproximate average salary by contribution assumption: employee only about $42,869 at 4% or $28,579 at 6%; with 50% employer match about $28,579 at 4% or $19,053 at 6%; with 100% employer match about $21,434 at 4% or $14,290 at 6%.
201019$478,598$14,727$1,636iApproximate average salary by contribution assumption: employee only about $40,908 at 4% or $27,272 at 6%; with 50% employer match about $27,272 at 4% or $18,181 at 6%; with 100% employer match about $20,454 at 4% or $13,636 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-9$478,598$14,727$1,636iApproximate average salary by contribution assumption: employee only about $40,908 at 4% or $27,272 at 6%; with 50% employer match about $27,272 at 4% or $18,181 at 6%; with 100% employer match about $20,454 at 4% or $13,636 at 6%.
200919$664,681$22,175$2,464iApproximate average salary by contribution assumption: employee only about $61,597 at 4% or $41,065 at 6%; with 50% employer match about $41,065 at 4% or $27,377 at 6%; with 100% employer match about $30,799 at 4% or $20,532 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-9$664,681$22,175$2,464iApproximate average salary by contribution assumption: employee only about $61,597 at 4% or $41,065 at 6%; with 50% employer match about $41,065 at 4% or $27,377 at 6%; with 100% employer match about $30,799 at 4% or $20,532 at 6%.
200818$612,428$22,394$2,799iApproximate average salary by contribution assumption: employee only about $69,981 at 4% or $46,654 at 6%; with 50% employer match about $46,654 at 4% or $31,103 at 6%; with 100% employer match about $34,991 at 4% or $23,327 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-8$612,428$22,394$2,799iApproximate average salary by contribution assumption: employee only about $69,981 at 4% or $46,654 at 6%; with 50% employer match about $46,654 at 4% or $31,103 at 6%; with 100% employer match about $34,991 at 4% or $23,327 at 6%.
200719$688,095$27,621$3,069iApproximate average salary by contribution assumption: employee only about $76,725 at 4% or $51,150 at 6%; with 50% employer match about $51,150 at 4% or $34,100 at 6%; with 100% employer match about $38,363 at 4% or $25,575 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-9$688,095$27,621$3,069iApproximate average salary by contribution assumption: employee only about $76,725 at 4% or $51,150 at 6%; with 50% employer match about $51,150 at 4% or $34,100 at 6%; with 100% employer match about $38,363 at 4% or $25,575 at 6%.
200619$626,079$56,281$6,253iApproximate average salary by contribution assumption: employee only about $156,336 at 4% or $104,224 at 6%; with 50% employer match about $104,224 at 4% or $69,483 at 6%; with 100% employer match about $78,168 at 4% or $52,112 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-9$626,079$56,281$6,253iApproximate average salary by contribution assumption: employee only about $156,336 at 4% or $104,224 at 6%; with 50% employer match about $104,224 at 4% or $69,483 at 6%; with 100% employer match about $78,168 at 4% or $52,112 at 6%.
2005110$545,879$24,711$2,471iApproximate average salary by contribution assumption: employee only about $61,778 at 4% or $41,185 at 6%; with 50% employer match about $41,185 at 4% or $27,457 at 6%; with 100% employer match about $30,889 at 4% or $20,593 at 6%.
Catawba Insurance Agency LLC Retirement Savings Plan-10$545,879$24,711$2,471iApproximate average salary by contribution assumption: employee only about $61,778 at 4% or $41,185 at 6%; with 50% employer match about $41,185 at 4% or $27,457 at 6%; with 100% employer match about $30,889 at 4% or $20,593 at 6%.