Specialty Insurance Agency
Plan context: Specialty Insurance Agency 401(K) Plan
EIN 20-4394623 • New Richmond, WI • 6 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
6
2020 Assets
$911,757
2020 Contributions
$51,150
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $51,150 | - |
| Specialty Insurance Agency 401(K) Plan | - | 0 | $0 | $51,150 | - |
| 2019 | 1 | 6 | $911,757 | $165,420 | $27,570iApproximate average salary by contribution assumption: employee only about $689,250 at 4% or $459,500 at 6%; with 50% employer match about $459,500 at 4% or $306,333 at 6%; with 100% employer match about $344,625 at 4% or $229,750 at 6%. |
| Specialty Insurance Agency 401(K) Plan | - | 6 | $911,757 | $165,420 | $27,570iApproximate average salary by contribution assumption: employee only about $689,250 at 4% or $459,500 at 6%; with 50% employer match about $459,500 at 4% or $306,333 at 6%; with 100% employer match about $344,625 at 4% or $229,750 at 6%. |
| 2018 | 1 | 6 | $656,831 | $147,726 | $24,621iApproximate average salary by contribution assumption: employee only about $615,525 at 4% or $410,350 at 6%; with 50% employer match about $410,350 at 4% or $273,567 at 6%; with 100% employer match about $307,763 at 4% or $205,175 at 6%. |
| Specialty Insurance Agency 401(K) Plan | - | 6 | $656,831 | $147,726 | $24,621iApproximate average salary by contribution assumption: employee only about $615,525 at 4% or $410,350 at 6%; with 50% employer match about $410,350 at 4% or $273,567 at 6%; with 100% employer match about $307,763 at 4% or $205,175 at 6%. |
| 2017 | 1 | 5 | $534,402 | $140,491 | $28,098iApproximate average salary by contribution assumption: employee only about $702,455 at 4% or $468,303 at 6%; with 50% employer match about $468,303 at 4% or $312,202 at 6%; with 100% employer match about $351,228 at 4% or $234,152 at 6%. |
| Specialty Insurance Agency 401(K) Plan | - | 5 | $534,402 | $140,491 | $28,098iApproximate average salary by contribution assumption: employee only about $702,455 at 4% or $468,303 at 6%; with 50% employer match about $468,303 at 4% or $312,202 at 6%; with 100% employer match about $351,228 at 4% or $234,152 at 6%. |
| 2016 | 1 | 4 | $371,154 | $126,559 | $31,640iApproximate average salary by contribution assumption: employee only about $790,994 at 4% or $527,329 at 6%; with 50% employer match about $527,329 at 4% or $351,553 at 6%; with 100% employer match about $395,497 at 4% or $263,665 at 6%. |
| Specialty Insurance Agency 401(K) Plan | - | 4 | $371,154 | $126,559 | $31,640iApproximate average salary by contribution assumption: employee only about $790,994 at 4% or $527,329 at 6%; with 50% employer match about $527,329 at 4% or $351,553 at 6%; with 100% employer match about $395,497 at 4% or $263,665 at 6%. |
| 2015 | 1 | 5 | $236,553 | $126,013 | $25,203iApproximate average salary by contribution assumption: employee only about $630,065 at 4% or $420,043 at 6%; with 50% employer match about $420,043 at 4% or $280,029 at 6%; with 100% employer match about $315,033 at 4% or $210,022 at 6%. |
| Specialty Insurance Agency 401(K) Plan | - | 5 | $236,553 | $126,013 | $25,203iApproximate average salary by contribution assumption: employee only about $630,065 at 4% or $420,043 at 6%; with 50% employer match about $420,043 at 4% or $280,029 at 6%; with 100% employer match about $315,033 at 4% or $210,022 at 6%. |