Civic Intelligence

Ross Insurance Agency LLC

Plan context: Ross Insurance Agency Money Purchase Pension Plan

EIN 20-2087729 • Lancaster, PA • 17 filings • 2 plans

1496 Lititz PikeLancaster, PA 17601-6500
Current Snapshot

Latest Year

2022

2022 Participants

8

2022 Assets

$2,557,834

2022 Contributions

$138,002

Historical Graphs

Total Assets Over Time

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

$3,424,054$1,712,027$0200520152021YearValue
$2,557,834Latest year 2021

Participants Over Time

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

1160200520142021YearValue
8Latest year 2021

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
202210$0$0-
Ross Insurance Agency Money Purchase Pension Plan-0$0$0-
202118$2,557,834$138,002$17,250iApproximate average salary by contribution assumption: employee only about $431,256 at 4% or $287,504 at 6%; with 50% employer match about $287,504 at 4% or $191,669 at 6%; with 100% employer match about $215,628 at 4% or $143,752 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-8$2,557,834$138,002$17,250iApproximate average salary by contribution assumption: employee only about $431,256 at 4% or $287,504 at 6%; with 50% employer match about $287,504 at 4% or $191,669 at 6%; with 100% employer match about $215,628 at 4% or $143,752 at 6%.
202019$2,132,962$211,584$23,509iApproximate average salary by contribution assumption: employee only about $587,733 at 4% or $391,822 at 6%; with 50% employer match about $391,822 at 4% or $261,215 at 6%; with 100% employer match about $293,867 at 4% or $195,911 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-9$2,132,962$211,584$23,509iApproximate average salary by contribution assumption: employee only about $587,733 at 4% or $391,822 at 6%; with 50% employer match about $391,822 at 4% or $261,215 at 6%; with 100% employer match about $293,867 at 4% or $195,911 at 6%.
2019110$1,948,638$216,678$21,668iApproximate average salary by contribution assumption: employee only about $541,695 at 4% or $361,130 at 6%; with 50% employer match about $361,130 at 4% or $240,753 at 6%; with 100% employer match about $270,848 at 4% or $180,565 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-10$1,948,638$216,678$21,668iApproximate average salary by contribution assumption: employee only about $541,695 at 4% or $361,130 at 6%; with 50% employer match about $361,130 at 4% or $240,753 at 6%; with 100% employer match about $270,848 at 4% or $180,565 at 6%.
2018110$1,793,237$214,642$21,464iApproximate average salary by contribution assumption: employee only about $536,605 at 4% or $357,737 at 6%; with 50% employer match about $357,737 at 4% or $238,491 at 6%; with 100% employer match about $268,303 at 4% or $178,868 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-10$1,793,237$214,642$21,464iApproximate average salary by contribution assumption: employee only about $536,605 at 4% or $357,737 at 6%; with 50% employer match about $357,737 at 4% or $238,491 at 6%; with 100% employer match about $268,303 at 4% or $178,868 at 6%.
2017110$3,059,049$303,028$30,303iApproximate average salary by contribution assumption: employee only about $757,570 at 4% or $505,047 at 6%; with 50% employer match about $505,047 at 4% or $336,698 at 6%; with 100% employer match about $378,785 at 4% or $252,523 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-10$3,059,049$303,028$30,303iApproximate average salary by contribution assumption: employee only about $757,570 at 4% or $505,047 at 6%; with 50% employer match about $505,047 at 4% or $336,698 at 6%; with 100% employer match about $378,785 at 4% or $252,523 at 6%.
2016111$2,648,301$298,224$27,111iApproximate average salary by contribution assumption: employee only about $677,782 at 4% or $451,855 at 6%; with 50% employer match about $451,855 at 4% or $301,236 at 6%; with 100% employer match about $338,891 at 4% or $225,927 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-11$2,648,301$298,224$27,111iApproximate average salary by contribution assumption: employee only about $677,782 at 4% or $451,855 at 6%; with 50% employer match about $451,855 at 4% or $301,236 at 6%; with 100% employer match about $338,891 at 4% or $225,927 at 6%.
2015110$2,359,967$167,507$16,751iApproximate average salary by contribution assumption: employee only about $418,768 at 4% or $279,178 at 6%; with 50% employer match about $279,178 at 4% or $186,119 at 6%; with 100% employer match about $209,384 at 4% or $139,589 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-10$2,359,967$167,507$16,751iApproximate average salary by contribution assumption: employee only about $418,768 at 4% or $279,178 at 6%; with 50% employer match about $279,178 at 4% or $186,119 at 6%; with 100% employer match about $209,384 at 4% or $139,589 at 6%.
2014110$2,337,483$254,412$25,441iApproximate average salary by contribution assumption: employee only about $636,030 at 4% or $424,020 at 6%; with 50% employer match about $424,020 at 4% or $282,680 at 6%; with 100% employer match about $318,015 at 4% or $212,010 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-10$2,337,483$254,412$25,441iApproximate average salary by contribution assumption: employee only about $636,030 at 4% or $424,020 at 6%; with 50% employer match about $424,020 at 4% or $282,680 at 6%; with 100% employer match about $318,015 at 4% or $212,010 at 6%.
2013111$2,211,389$270,104$24,555iApproximate average salary by contribution assumption: employee only about $613,873 at 4% or $409,248 at 6%; with 50% employer match about $409,248 at 4% or $272,832 at 6%; with 100% employer match about $306,936 at 4% or $204,624 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-11$2,211,389$270,104$24,555iApproximate average salary by contribution assumption: employee only about $613,873 at 4% or $409,248 at 6%; with 50% employer match about $409,248 at 4% or $272,832 at 6%; with 100% employer match about $306,936 at 4% or $204,624 at 6%.
2012110$1,852,229$257,470$25,747iApproximate average salary by contribution assumption: employee only about $643,675 at 4% or $429,117 at 6%; with 50% employer match about $429,117 at 4% or $286,078 at 6%; with 100% employer match about $321,838 at 4% or $214,558 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-10$1,852,229$257,470$25,747iApproximate average salary by contribution assumption: employee only about $643,675 at 4% or $429,117 at 6%; with 50% employer match about $429,117 at 4% or $286,078 at 6%; with 100% employer match about $321,838 at 4% or $214,558 at 6%.
201119$1,836,646$122,445$13,605iApproximate average salary by contribution assumption: employee only about $340,125 at 4% or $226,750 at 6%; with 50% employer match about $226,750 at 4% or $151,167 at 6%; with 100% employer match about $170,063 at 4% or $113,375 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-9$1,836,646$122,445$13,605iApproximate average salary by contribution assumption: employee only about $340,125 at 4% or $226,750 at 6%; with 50% employer match about $226,750 at 4% or $151,167 at 6%; with 100% employer match about $170,063 at 4% or $113,375 at 6%.
201019$1,785,326$115,026$12,781iApproximate average salary by contribution assumption: employee only about $319,517 at 4% or $213,011 at 6%; with 50% employer match about $213,011 at 4% or $142,007 at 6%; with 100% employer match about $159,758 at 4% or $106,506 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-9$1,785,326$115,026$12,781iApproximate average salary by contribution assumption: employee only about $319,517 at 4% or $213,011 at 6%; with 50% employer match about $213,011 at 4% or $142,007 at 6%; with 100% employer match about $159,758 at 4% or $106,506 at 6%.
200918$1,491,981$106,527$13,316iApproximate average salary by contribution assumption: employee only about $332,897 at 4% or $221,931 at 6%; with 50% employer match about $221,931 at 4% or $147,954 at 6%; with 100% employer match about $166,448 at 4% or $110,966 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-8$1,491,981$106,527$13,316iApproximate average salary by contribution assumption: employee only about $332,897 at 4% or $221,931 at 6%; with 50% employer match about $221,931 at 4% or $147,954 at 6%; with 100% employer match about $166,448 at 4% or $110,966 at 6%.
200818$0$0-
Ross Insurance Agency Money Purchase Pension Plan-8---
200718$0$0-
Ross Insurance Agency Money Purchase Pension Plan-8---
200518$3,424,054$133,129$16,641iApproximate average salary by contribution assumption: employee only about $416,028 at 4% or $277,352 at 6%; with 50% employer match about $277,352 at 4% or $184,901 at 6%; with 100% employer match about $208,014 at 4% or $138,676 at 6%.
Ross Insurance Agency Money Purchase Pension Plan-8$3,424,054$133,129$16,641iApproximate average salary by contribution assumption: employee only about $416,028 at 4% or $277,352 at 6%; with 50% employer match about $277,352 at 4% or $184,901 at 6%; with 100% employer match about $208,014 at 4% or $138,676 at 6%.