Civic Intelligence

Ponce Insurance Services Inc.

Plan context: Ponce Insurance Services Inc. 401(K) Plan

EIN 20-4456139 • Lompoc, CA • 20 filings • 3 plans

4154 Club House RdLompoc, CA 93436-1334
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$709,849

2021 Contributions

$280,800

Historical Graphs

Total Assets Over Time

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

$1,841,679$920,840$0200920152021YearValue
$709,849Latest year 2021

Participants Over Time

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

420200920152021YearValue
2Latest 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
202112$709,849$0-
Ponce Insurance Services Inc. 401(K) Plan-2$709,849--
201912$907,825$0-
Ponce Insurance Services Inc. 401(K) Plan-2$907,825--
201822$872,812$0-
Ponce Insurance Services Inc. 401(K) Plan-2$872,812--
PONCE INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN-0$0--
201722$1,841,679$280,800$140,400iApproximate average salary by contribution assumption: employee only about $3,510,000 at 4% or $2,340,000 at 6%; with 50% employer match about $2,340,000 at 4% or $1,560,000 at 6%; with 100% employer match about $1,755,000 at 4% or $1,170,000 at 6%.
PONCE INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN-2$975,870$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Ponce Insurance Services Inc. 401(K) Plan-2$865,809$80,800$40,400iApproximate average salary by contribution assumption: employee only about $1,010,000 at 4% or $673,333 at 6%; with 50% employer match about $673,333 at 4% or $448,889 at 6%; with 100% employer match about $505,000 at 4% or $336,667 at 6%.
201623$1,603,746$248,000$82,667iApproximate average salary by contribution assumption: employee only about $2,066,667 at 4% or $1,377,778 at 6%; with 50% employer match about $1,377,778 at 4% or $918,519 at 6%; with 100% employer match about $1,033,333 at 4% or $688,889 at 6%.
Ponce Insurance Services Inc. 401(K) Plan-3$806,788$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
PONCE INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN-3$796,958$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201523$1,320,832$147,520$49,173iApproximate average salary by contribution assumption: employee only about $1,229,333 at 4% or $819,556 at 6%; with 50% employer match about $819,556 at 4% or $546,370 at 6%; with 100% employer match about $614,667 at 4% or $409,778 at 6%.
Ponce Insurance Services Inc. 401(K) Plan-3$731,585$47,520$15,840iApproximate average salary by contribution assumption: employee only about $396,000 at 4% or $264,000 at 6%; with 50% employer match about $264,000 at 4% or $176,000 at 6%; with 100% employer match about $198,000 at 4% or $132,000 at 6%.
PONCE INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN-2$589,247$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201423$1,180,791$145,080$48,360iApproximate average salary by contribution assumption: employee only about $1,209,000 at 4% or $806,000 at 6%; with 50% employer match about $806,000 at 4% or $537,333 at 6%; with 100% employer match about $604,500 at 4% or $403,000 at 6%.
Ponce Insurance Services Inc. 401(K) Plan-3$686,963$45,080$15,027iApproximate average salary by contribution assumption: employee only about $375,667 at 4% or $250,444 at 6%; with 50% employer match about $250,444 at 4% or $166,963 at 6%; with 100% employer match about $187,833 at 4% or $125,222 at 6%.
PONCE INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN-2$493,828$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201324$1,045,202$216,728$54,182iApproximate average salary by contribution assumption: employee only about $1,354,550 at 4% or $903,033 at 6%; with 50% employer match about $903,033 at 4% or $602,022 at 6%; with 100% employer match about $677,275 at 4% or $451,517 at 6%.
Ponce Insurance Services Inc. 401(K) Plan-4$651,197$47,522$11,881iApproximate average salary by contribution assumption: employee only about $297,013 at 4% or $198,008 at 6%; with 50% employer match about $198,008 at 4% or $132,006 at 6%; with 100% employer match about $148,506 at 4% or $99,004 at 6%.
PONCE INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN-3$394,005$169,206$56,402iApproximate average salary by contribution assumption: employee only about $1,410,050 at 4% or $940,033 at 6%; with 50% employer match about $940,033 at 4% or $626,689 at 6%; with 100% employer match about $705,025 at 4% or $470,017 at 6%.
201224$809,890$204,994$51,249iApproximate average salary by contribution assumption: employee only about $1,281,213 at 4% or $854,142 at 6%; with 50% employer match about $854,142 at 4% or $569,428 at 6%; with 100% employer match about $640,606 at 4% or $427,071 at 6%.
Ponce Insurance Services Inc. 401(K) Plan-4$590,516$91,431$22,858iApproximate average salary by contribution assumption: employee only about $571,444 at 4% or $380,963 at 6%; with 50% employer match about $380,963 at 4% or $253,975 at 6%; with 100% employer match about $285,722 at 4% or $190,481 at 6%.
PONCE INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN-3$219,374$113,563$37,854iApproximate average salary by contribution assumption: employee only about $946,358 at 4% or $630,906 at 6%; with 50% employer match about $630,906 at 4% or $420,604 at 6%; with 100% employer match about $473,179 at 4% or $315,453 at 6%.
201123$559,087$170,032$56,677iApproximate average salary by contribution assumption: employee only about $1,416,933 at 4% or $944,622 at 6%; with 50% employer match about $944,622 at 4% or $629,748 at 6%; with 100% employer match about $708,467 at 4% or $472,311 at 6%.
Ponce Insurance Services Inc. 401(K) Plan-3$455,743$66,688$22,229iApproximate average salary by contribution assumption: employee only about $555,733 at 4% or $370,489 at 6%; with 50% employer match about $370,489 at 4% or $246,993 at 6%; with 100% employer match about $277,867 at 4% or $185,244 at 6%.
PONCE INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN-2$103,344$103,344$51,672iApproximate average salary by contribution assumption: employee only about $1,291,800 at 4% or $861,200 at 6%; with 50% employer match about $861,200 at 4% or $574,133 at 6%; with 100% employer match about $645,900 at 4% or $430,600 at 6%.
201014$431,821$116,650$29,163iApproximate average salary by contribution assumption: employee only about $729,063 at 4% or $486,042 at 6%; with 50% employer match about $486,042 at 4% or $324,028 at 6%; with 100% employer match about $364,531 at 4% or $243,021 at 6%.
Ponce Insurance Services Inc. 401(K) Plan-4$431,821$116,650$29,163iApproximate average salary by contribution assumption: employee only about $729,063 at 4% or $486,042 at 6%; with 50% employer match about $486,042 at 4% or $324,028 at 6%; with 100% employer match about $364,531 at 4% or $243,021 at 6%.
200913$293,593$113,490$37,830iApproximate average salary by contribution assumption: employee only about $945,750 at 4% or $630,500 at 6%; with 50% employer match about $630,500 at 4% or $420,333 at 6%; with 100% employer match about $472,875 at 4% or $315,250 at 6%.
Ponce Insurance Services Inc. 401(K) Plan-3$293,593$113,490$37,830iApproximate average salary by contribution assumption: employee only about $945,750 at 4% or $630,500 at 6%; with 50% employer match about $630,500 at 4% or $420,333 at 6%; with 100% employer match about $472,875 at 4% or $315,250 at 6%.