Civic Intelligence

Florida Insurance Specialists LLC

Plan context: Florida Insurance Specialists 401(K) Plan

EIN 20-1796252 • Lake Mary, FL • 12 filings • 2 plans

1025 Greenwood Blvd.Suite 295Lake Mary, FL 32746
Current Snapshot

Latest Year

2016

2016 Participants

26

2016 Assets

$1,118,742

2016 Contributions

$277,020

Historical Graphs

Total Assets Over Time

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

$1,118,742$559,371$0200520102015YearValue
$1,118,742Latest year 2015

Participants Over Time

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

42210200520102015YearValue
26Latest year 2015

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
201610$0$0-
Florida Insurance Specialists 401(K) Plan-0$0--
2015126$1,118,742$277,020$10,655iApproximate average salary by contribution assumption: employee only about $266,365 at 4% or $177,577 at 6%; with 50% employer match about $177,577 at 4% or $118,385 at 6%; with 100% employer match about $133,183 at 4% or $88,788 at 6%.
Florida Insurance Specialists 401(K) Plan-26$1,118,742$277,020$10,655iApproximate average salary by contribution assumption: employee only about $266,365 at 4% or $177,577 at 6%; with 50% employer match about $177,577 at 4% or $118,385 at 6%; with 100% employer match about $133,183 at 4% or $88,788 at 6%.
2014127$858,795$168,622$6,245iApproximate average salary by contribution assumption: employee only about $156,131 at 4% or $104,088 at 6%; with 50% employer match about $104,088 at 4% or $69,392 at 6%; with 100% employer match about $78,066 at 4% or $52,044 at 6%.
Florida Insurance Specialists 401(K) Plan-27$858,795$168,622$6,245iApproximate average salary by contribution assumption: employee only about $156,131 at 4% or $104,088 at 6%; with 50% employer match about $104,088 at 4% or $69,392 at 6%; with 100% employer match about $78,066 at 4% or $52,044 at 6%.
2013127$662,582$141,155$5,228iApproximate average salary by contribution assumption: employee only about $130,699 at 4% or $87,133 at 6%; with 50% employer match about $87,133 at 4% or $58,088 at 6%; with 100% employer match about $65,350 at 4% or $43,566 at 6%.
Florida Insurance Specialists 401(K) Plan-27$662,582$141,155$5,228iApproximate average salary by contribution assumption: employee only about $130,699 at 4% or $87,133 at 6%; with 50% employer match about $87,133 at 4% or $58,088 at 6%; with 100% employer match about $65,350 at 4% or $43,566 at 6%.
2012127$428,492$121,969$4,517iApproximate average salary by contribution assumption: employee only about $112,934 at 4% or $75,290 at 6%; with 50% employer match about $75,290 at 4% or $50,193 at 6%; with 100% employer match about $56,467 at 4% or $37,645 at 6%.
Florida Insurance Specialists 401(K) Plan-27$428,492$121,969$4,517iApproximate average salary by contribution assumption: employee only about $112,934 at 4% or $75,290 at 6%; with 50% employer match about $75,290 at 4% or $50,193 at 6%; with 100% employer match about $56,467 at 4% or $37,645 at 6%.
2011122$273,947$99,576$4,526iApproximate average salary by contribution assumption: employee only about $113,155 at 4% or $75,436 at 6%; with 50% employer match about $75,436 at 4% or $50,291 at 6%; with 100% employer match about $56,577 at 4% or $37,718 at 6%.
Florida Insurance Specialists 401(K) Plan-22$273,947$99,576$4,526iApproximate average salary by contribution assumption: employee only about $113,155 at 4% or $75,436 at 6%; with 50% employer match about $75,436 at 4% or $50,291 at 6%; with 100% employer match about $56,577 at 4% or $37,718 at 6%.
2010113$326,005$58,951$4,535iApproximate average salary by contribution assumption: employee only about $113,367 at 4% or $75,578 at 6%; with 50% employer match about $75,578 at 4% or $50,385 at 6%; with 100% employer match about $56,684 at 4% or $37,789 at 6%.
Florida Insurance Specialists 401(K) Plan-13$326,005$58,951$4,535iApproximate average salary by contribution assumption: employee only about $113,367 at 4% or $75,578 at 6%; with 50% employer match about $75,578 at 4% or $50,385 at 6%; with 100% employer match about $56,684 at 4% or $37,789 at 6%.
2009112$247,574$83,896$6,991iApproximate average salary by contribution assumption: employee only about $174,783 at 4% or $116,522 at 6%; with 50% employer match about $116,522 at 4% or $77,681 at 6%; with 100% employer match about $87,392 at 4% or $58,261 at 6%.
Florida Insurance Specialists 401(K) Plan-12$247,574$83,896$6,991iApproximate average salary by contribution assumption: employee only about $174,783 at 4% or $116,522 at 6%; with 50% employer match about $116,522 at 4% or $77,681 at 6%; with 100% employer match about $87,392 at 4% or $58,261 at 6%.
2008140$157,129$141,552$3,539iApproximate average salary by contribution assumption: employee only about $88,470 at 4% or $58,980 at 6%; with 50% employer match about $58,980 at 4% or $39,320 at 6%; with 100% employer match about $44,235 at 4% or $29,490 at 6%.
Florida Insurance Specialists 401(K) Plan-40$157,129$141,552$3,539iApproximate average salary by contribution assumption: employee only about $88,470 at 4% or $58,980 at 6%; with 50% employer match about $58,980 at 4% or $39,320 at 6%; with 100% employer match about $44,235 at 4% or $29,490 at 6%.
2007137$44,971$16,295$440iApproximate average salary by contribution assumption: employee only about $11,010 at 4% or $7,340 at 6%; with 50% employer match about $7,340 at 4% or $4,893 at 6%; with 100% employer match about $5,505 at 4% or $3,670 at 6%.
Florida Insurance Specialists 401(K) Plan-37$44,971$16,295$440iApproximate average salary by contribution assumption: employee only about $11,010 at 4% or $7,340 at 6%; with 50% employer match about $7,340 at 4% or $4,893 at 6%; with 100% employer match about $5,505 at 4% or $3,670 at 6%.
2006142$41,346$36,050$858iApproximate average salary by contribution assumption: employee only about $21,458 at 4% or $14,306 at 6%; with 50% employer match about $14,306 at 4% or $9,537 at 6%; with 100% employer match about $10,729 at 4% or $7,153 at 6%.
Florida Insurance Specialists 401(K) Plan-42$41,346$36,050$858iApproximate average salary by contribution assumption: employee only about $21,458 at 4% or $14,306 at 6%; with 50% employer match about $14,306 at 4% or $9,537 at 6%; with 100% employer match about $10,729 at 4% or $7,153 at 6%.
2005132$6,011$5,998$187iApproximate average salary by contribution assumption: employee only about $4,686 at 4% or $3,124 at 6%; with 50% employer match about $3,124 at 4% or $2,083 at 6%; with 100% employer match about $2,343 at 4% or $1,562 at 6%.
Florida Insurance Specialists 401(K) Plan-32$6,011$5,998$187iApproximate average salary by contribution assumption: employee only about $4,686 at 4% or $3,124 at 6%; with 50% employer match about $3,124 at 4% or $2,083 at 6%; with 100% employer match about $2,343 at 4% or $1,562 at 6%.