Civic Intelligence

Protege Insurance Brokers Inc.

Plan context: Protege Safe Harbor 401(K) Plan

EIN 20-4078937 • San Diego, CA • 9 filings • 1 plans

1094 Cudahy Place, Ste. 324San Diego, CA 92110
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$476,297

2024 Contributions

$56,443

Historical Graphs

Total Assets Over Time

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

$476,297$238,149$0201620202024YearValue
$476,297Latest year 2024

Participants Over Time

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

740201620202024YearValue
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$476,297$56,443$8,063iApproximate average salary by contribution assumption: employee only about $201,582 at 4% or $134,388 at 6%; with 50% employer match about $134,388 at 4% or $89,592 at 6%; with 100% employer match about $100,791 at 4% or $67,194 at 6%.
Protege Safe Harbor 401(K) Plan-7$476,297$56,443$8,063iApproximate average salary by contribution assumption: employee only about $201,582 at 4% or $134,388 at 6%; with 50% employer match about $134,388 at 4% or $89,592 at 6%; with 100% employer match about $100,791 at 4% or $67,194 at 6%.
202311$357,239$48,155$48,155iApproximate average salary by contribution assumption: employee only about $1,203,875 at 4% or $802,583 at 6%; with 50% employer match about $802,583 at 4% or $535,056 at 6%; with 100% employer match about $601,938 at 4% or $401,292 at 6%.
Protege Safe Harbor 401(K) Plan-1$357,239$48,155$48,155iApproximate average salary by contribution assumption: employee only about $1,203,875 at 4% or $802,583 at 6%; with 50% employer match about $802,583 at 4% or $535,056 at 6%; with 100% employer match about $601,938 at 4% or $401,292 at 6%.
202216$254,199$44,332$7,389iApproximate average salary by contribution assumption: employee only about $184,717 at 4% or $123,144 at 6%; with 50% employer match about $123,144 at 4% or $82,096 at 6%; with 100% employer match about $92,358 at 4% or $61,572 at 6%.
Protege Safe Harbor 401(K) Plan-6$254,199$44,332$7,389iApproximate average salary by contribution assumption: employee only about $184,717 at 4% or $123,144 at 6%; with 50% employer match about $123,144 at 4% or $82,096 at 6%; with 100% employer match about $92,358 at 4% or $61,572 at 6%.
202115$243,566$33,450$6,690iApproximate average salary by contribution assumption: employee only about $167,250 at 4% or $111,500 at 6%; with 50% employer match about $111,500 at 4% or $74,333 at 6%; with 100% employer match about $83,625 at 4% or $55,750 at 6%.
Protege Safe Harbor 401(K) Plan-5$243,566$33,450$6,690iApproximate average salary by contribution assumption: employee only about $167,250 at 4% or $111,500 at 6%; with 50% employer match about $111,500 at 4% or $74,333 at 6%; with 100% employer match about $83,625 at 4% or $55,750 at 6%.
202014$177,867$33,230$8,308iApproximate average salary by contribution assumption: employee only about $207,688 at 4% or $138,458 at 6%; with 50% employer match about $138,458 at 4% or $92,306 at 6%; with 100% employer match about $103,844 at 4% or $69,229 at 6%.
Protege Safe Harbor 401(K) Plan-4$177,867$33,230$8,308iApproximate average salary by contribution assumption: employee only about $207,688 at 4% or $138,458 at 6%; with 50% employer match about $138,458 at 4% or $92,306 at 6%; with 100% employer match about $103,844 at 4% or $69,229 at 6%.
201914$124,086$35,312$8,828iApproximate average salary by contribution assumption: employee only about $220,700 at 4% or $147,133 at 6%; with 50% employer match about $147,133 at 4% or $98,089 at 6%; with 100% employer match about $110,350 at 4% or $73,567 at 6%.
Protege Safe Harbor 401(K) Plan-4$124,086$35,312$8,828iApproximate average salary by contribution assumption: employee only about $220,700 at 4% or $147,133 at 6%; with 50% employer match about $147,133 at 4% or $98,089 at 6%; with 100% employer match about $110,350 at 4% or $73,567 at 6%.
201816$101,149$39,495$6,583iApproximate average salary by contribution assumption: employee only about $164,563 at 4% or $109,708 at 6%; with 50% employer match about $109,708 at 4% or $73,139 at 6%; with 100% employer match about $82,281 at 4% or $54,854 at 6%.
Protege Safe Harbor 401(K) Plan-6$101,149$39,495$6,583iApproximate average salary by contribution assumption: employee only about $164,563 at 4% or $109,708 at 6%; with 50% employer match about $109,708 at 4% or $73,139 at 6%; with 100% employer match about $82,281 at 4% or $54,854 at 6%.
201715$72,034$33,314$6,663iApproximate average salary by contribution assumption: employee only about $166,570 at 4% or $111,047 at 6%; with 50% employer match about $111,047 at 4% or $74,031 at 6%; with 100% employer match about $83,285 at 4% or $55,523 at 6%.
Protege Safe Harbor 401(K) Plan-5$72,034$33,314$6,663iApproximate average salary by contribution assumption: employee only about $166,570 at 4% or $111,047 at 6%; with 50% employer match about $111,047 at 4% or $74,031 at 6%; with 100% employer match about $83,285 at 4% or $55,523 at 6%.
201615$32,252$31,496$6,299iApproximate average salary by contribution assumption: employee only about $157,480 at 4% or $104,987 at 6%; with 50% employer match about $104,987 at 4% or $69,991 at 6%; with 100% employer match about $78,740 at 4% or $52,493 at 6%.
Protege Safe Harbor 401(K) Plan-5$32,252$31,496$6,299iApproximate average salary by contribution assumption: employee only about $157,480 at 4% or $104,987 at 6%; with 50% employer match about $104,987 at 4% or $69,991 at 6%; with 100% employer match about $78,740 at 4% or $52,493 at 6%.