Civic Intelligence

Joel E. Fiorelli Insurance Agency Inc.

Plan context: Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan

EIN 20-2063037 • Long Grove, IL • 20 filings • 3 plans

437 Robert Parker Coffin RdLong Grove, IL 60047
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,750,670

2024 Contributions

$59,031

Historical Graphs

Total Assets Over Time

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

$2,104,453$1,052,227$0200520152024YearValue
$1,750,670Latest 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
8Latest 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
202418$1,750,670$59,031$7,379iApproximate average salary by contribution assumption: employee only about $184,472 at 4% or $122,981 at 6%; with 50% employer match about $122,981 at 4% or $81,988 at 6%; with 100% employer match about $92,236 at 4% or $61,491 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-8$1,750,670$59,031$7,379iApproximate average salary by contribution assumption: employee only about $184,472 at 4% or $122,981 at 6%; with 50% employer match about $122,981 at 4% or $81,988 at 6%; with 100% employer match about $92,236 at 4% or $61,491 at 6%.
2023110$2,104,453$41,891$4,189iApproximate average salary by contribution assumption: employee only about $104,728 at 4% or $69,818 at 6%; with 50% employer match about $69,818 at 4% or $46,546 at 6%; with 100% employer match about $52,364 at 4% or $34,909 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-10$2,104,453$41,891$4,189iApproximate average salary by contribution assumption: employee only about $104,728 at 4% or $69,818 at 6%; with 50% employer match about $69,818 at 4% or $46,546 at 6%; with 100% employer match about $52,364 at 4% or $34,909 at 6%.
2022110$1,704,891$45,098$4,510iApproximate average salary by contribution assumption: employee only about $112,745 at 4% or $75,163 at 6%; with 50% employer match about $75,163 at 4% or $50,109 at 6%; with 100% employer match about $56,373 at 4% or $37,582 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-10$1,704,891$45,098$4,510iApproximate average salary by contribution assumption: employee only about $112,745 at 4% or $75,163 at 6%; with 50% employer match about $75,163 at 4% or $50,109 at 6%; with 100% employer match about $56,373 at 4% or $37,582 at 6%.
2021110$1,966,013$45,965$4,597iApproximate average salary by contribution assumption: employee only about $114,913 at 4% or $76,608 at 6%; with 50% employer match about $76,608 at 4% or $51,072 at 6%; with 100% employer match about $57,456 at 4% or $38,304 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-10$1,966,013$45,965$4,597iApproximate average salary by contribution assumption: employee only about $114,913 at 4% or $76,608 at 6%; with 50% employer match about $76,608 at 4% or $51,072 at 6%; with 100% employer match about $57,456 at 4% or $38,304 at 6%.
202017$1,552,669$40,433$5,776iApproximate average salary by contribution assumption: employee only about $144,404 at 4% or $96,269 at 6%; with 50% employer match about $96,269 at 4% or $64,179 at 6%; with 100% employer match about $72,202 at 4% or $48,135 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-7$1,552,669$40,433$5,776iApproximate average salary by contribution assumption: employee only about $144,404 at 4% or $96,269 at 6%; with 50% employer match about $96,269 at 4% or $64,179 at 6%; with 100% employer match about $72,202 at 4% or $48,135 at 6%.
2019110$1,302,439$40,490$4,049iApproximate average salary by contribution assumption: employee only about $101,225 at 4% or $67,483 at 6%; with 50% employer match about $67,483 at 4% or $44,989 at 6%; with 100% employer match about $50,613 at 4% or $33,742 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-10$1,302,439$40,490$4,049iApproximate average salary by contribution assumption: employee only about $101,225 at 4% or $67,483 at 6%; with 50% employer match about $67,483 at 4% or $44,989 at 6%; with 100% employer match about $50,613 at 4% or $33,742 at 6%.
2018110$987,911$33,866$3,387iApproximate average salary by contribution assumption: employee only about $84,665 at 4% or $56,443 at 6%; with 50% employer match about $56,443 at 4% or $37,629 at 6%; with 100% employer match about $42,333 at 4% or $28,222 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-10$987,911$33,866$3,387iApproximate average salary by contribution assumption: employee only about $84,665 at 4% or $56,443 at 6%; with 50% employer match about $56,443 at 4% or $37,629 at 6%; with 100% employer match about $42,333 at 4% or $28,222 at 6%.
201718$1,012,008$38,099$4,762iApproximate average salary by contribution assumption: employee only about $119,059 at 4% or $79,373 at 6%; with 50% employer match about $79,373 at 4% or $52,915 at 6%; with 100% employer match about $59,530 at 4% or $39,686 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-8$1,012,008$38,099$4,762iApproximate average salary by contribution assumption: employee only about $119,059 at 4% or $79,373 at 6%; with 50% employer match about $79,373 at 4% or $52,915 at 6%; with 100% employer match about $59,530 at 4% or $39,686 at 6%.
201617$827,758$12,420$1,774iApproximate average salary by contribution assumption: employee only about $44,357 at 4% or $29,571 at 6%; with 50% employer match about $29,571 at 4% or $19,714 at 6%; with 100% employer match about $22,179 at 4% or $14,786 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-7$827,758$12,420$1,774iApproximate average salary by contribution assumption: employee only about $44,357 at 4% or $29,571 at 6%; with 50% employer match about $29,571 at 4% or $19,714 at 6%; with 100% employer match about $22,179 at 4% or $14,786 at 6%.
201517$718,292$12,000$1,714iApproximate average salary by contribution assumption: employee only about $42,857 at 4% or $28,571 at 6%; with 50% employer match about $28,571 at 4% or $19,048 at 6%; with 100% employer match about $21,429 at 4% or $14,286 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-7$718,292$12,000$1,714iApproximate average salary by contribution assumption: employee only about $42,857 at 4% or $28,571 at 6%; with 50% employer match about $28,571 at 4% or $19,048 at 6%; with 100% employer match about $21,429 at 4% or $14,286 at 6%.
201417$723,918$12,000$1,714iApproximate average salary by contribution assumption: employee only about $42,857 at 4% or $28,571 at 6%; with 50% employer match about $28,571 at 4% or $19,048 at 6%; with 100% employer match about $21,429 at 4% or $14,286 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-7$723,918$12,000$1,714iApproximate average salary by contribution assumption: employee only about $42,857 at 4% or $28,571 at 6%; with 50% employer match about $28,571 at 4% or $19,048 at 6%; with 100% employer match about $21,429 at 4% or $14,286 at 6%.
201315$659,132$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-5$659,132$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
201216$578,876$12,000$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%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-6$578,876$12,000$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%.
201116$519,932$12,000$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%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-6$519,932$12,000$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%.
201016$506,512$12,000$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%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-6$506,512$12,000$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%.
200915$447,462$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-5$447,462$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
200815$369,900$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-5$369,900$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
200715$505,762$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-5$505,762$12,000$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
200615$436,147$13,500$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-5$436,147$13,500$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
200515$359,132$21,500$4,300iApproximate average salary by contribution assumption: employee only about $107,500 at 4% or $71,667 at 6%; with 50% employer match about $71,667 at 4% or $47,778 at 6%; with 100% employer match about $53,750 at 4% or $35,833 at 6%.
Joel E. Fiorelli Insurance Agency Inc. Profit Sharing Plan-5$359,132$21,500$4,300iApproximate average salary by contribution assumption: employee only about $107,500 at 4% or $71,667 at 6%; with 50% employer match about $71,667 at 4% or $47,778 at 6%; with 100% employer match about $53,750 at 4% or $35,833 at 6%.