Civic Intelligence

Danone Simpson Insurance Services LLC DBA Montage Insurance Solutions

Plan context: Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan

EIN 20-5219513 • Calabasas, CA • 20 filings • 4 plans

24005 Ventura BlvdCalabasas, CA 91302
Current Snapshot

Latest Year

2025

2025 Participants

38

2025 Assets

$3,256,664

2025 Contributions

$207,969

Historical Graphs

Total Assets Over Time

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

$3,256,664$1,628,332$0200620162025YearValue
$3,256,664Latest year 2025

Participants Over Time

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

38190200620162025YearValue
38Latest year 2025

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
2025138$3,256,664$207,969$5,473iApproximate average salary by contribution assumption: employee only about $136,822 at 4% or $91,214 at 6%; with 50% employer match about $91,214 at 4% or $60,810 at 6%; with 100% employer match about $68,411 at 4% or $45,607 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-38$3,256,664$207,969$5,473iApproximate average salary by contribution assumption: employee only about $136,822 at 4% or $91,214 at 6%; with 50% employer match about $91,214 at 4% or $60,810 at 6%; with 100% employer match about $68,411 at 4% or $45,607 at 6%.
2024135$2,769,340$277,463$7,928iApproximate average salary by contribution assumption: employee only about $198,188 at 4% or $132,125 at 6%; with 50% employer match about $132,125 at 4% or $88,083 at 6%; with 100% employer match about $99,094 at 4% or $66,063 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-35$2,769,340$277,463$7,928iApproximate average salary by contribution assumption: employee only about $198,188 at 4% or $132,125 at 6%; with 50% employer match about $132,125 at 4% or $88,083 at 6%; with 100% employer match about $99,094 at 4% or $66,063 at 6%.
2023137$2,248,766$216,359$5,848iApproximate average salary by contribution assumption: employee only about $146,189 at 4% or $97,459 at 6%; with 50% employer match about $97,459 at 4% or $64,973 at 6%; with 100% employer match about $73,094 at 4% or $48,730 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-37$2,248,766$216,359$5,848iApproximate average salary by contribution assumption: employee only about $146,189 at 4% or $97,459 at 6%; with 50% employer match about $97,459 at 4% or $64,973 at 6%; with 100% employer match about $73,094 at 4% or $48,730 at 6%.
2022134$1,806,580$218,907$6,438iApproximate average salary by contribution assumption: employee only about $160,961 at 4% or $107,307 at 6%; with 50% employer match about $107,307 at 4% or $71,538 at 6%; with 100% employer match about $80,481 at 4% or $53,654 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-34$1,806,580$218,907$6,438iApproximate average salary by contribution assumption: employee only about $160,961 at 4% or $107,307 at 6%; with 50% employer match about $107,307 at 4% or $71,538 at 6%; with 100% employer match about $80,481 at 4% or $53,654 at 6%.
2021131$1,992,743$229,308$7,397iApproximate average salary by contribution assumption: employee only about $184,926 at 4% or $123,284 at 6%; with 50% employer match about $123,284 at 4% or $82,189 at 6%; with 100% employer match about $92,463 at 4% or $61,642 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-31$1,992,743$229,308$7,397iApproximate average salary by contribution assumption: employee only about $184,926 at 4% or $123,284 at 6%; with 50% employer match about $123,284 at 4% or $82,189 at 6%; with 100% employer match about $92,463 at 4% or $61,642 at 6%.
2020130$1,606,895$211,734$7,058iApproximate average salary by contribution assumption: employee only about $176,445 at 4% or $117,630 at 6%; with 50% employer match about $117,630 at 4% or $78,420 at 6%; with 100% employer match about $88,223 at 4% or $58,815 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-30$1,606,895$211,734$7,058iApproximate average salary by contribution assumption: employee only about $176,445 at 4% or $117,630 at 6%; with 50% employer match about $117,630 at 4% or $78,420 at 6%; with 100% employer match about $88,223 at 4% or $58,815 at 6%.
2019123$1,284,775$55,448$2,411iApproximate average salary by contribution assumption: employee only about $60,270 at 4% or $40,180 at 6%; with 50% employer match about $40,180 at 4% or $26,786 at 6%; with 100% employer match about $30,135 at 4% or $20,090 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-23$1,284,775$55,448$2,411iApproximate average salary by contribution assumption: employee only about $60,270 at 4% or $40,180 at 6%; with 50% employer match about $40,180 at 4% or $26,786 at 6%; with 100% employer match about $30,135 at 4% or $20,090 at 6%.
2018122$1,045,616$322,910$14,678iApproximate average salary by contribution assumption: employee only about $366,943 at 4% or $244,629 at 6%; with 50% employer match about $244,629 at 4% or $163,086 at 6%; with 100% employer match about $183,472 at 4% or $122,314 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-22$1,045,616$322,910$14,678iApproximate average salary by contribution assumption: employee only about $366,943 at 4% or $244,629 at 6%; with 50% employer match about $244,629 at 4% or $163,086 at 6%; with 100% employer match about $183,472 at 4% or $122,314 at 6%.
2017124$987,828$112,778$4,699iApproximate average salary by contribution assumption: employee only about $117,477 at 4% or $78,318 at 6%; with 50% employer match about $78,318 at 4% or $52,212 at 6%; with 100% employer match about $58,739 at 4% or $39,159 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-24$987,828$112,778$4,699iApproximate average salary by contribution assumption: employee only about $117,477 at 4% or $78,318 at 6%; with 50% employer match about $78,318 at 4% or $52,212 at 6%; with 100% employer match about $58,739 at 4% or $39,159 at 6%.
2016120$780,463$86,787$4,339iApproximate average salary by contribution assumption: employee only about $108,484 at 4% or $72,323 at 6%; with 50% employer match about $72,323 at 4% or $48,215 at 6%; with 100% employer match about $54,242 at 4% or $36,161 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-20$780,463$86,787$4,339iApproximate average salary by contribution assumption: employee only about $108,484 at 4% or $72,323 at 6%; with 50% employer match about $72,323 at 4% or $48,215 at 6%; with 100% employer match about $54,242 at 4% or $36,161 at 6%.
2015110$651,813$84,140$8,414iApproximate average salary by contribution assumption: employee only about $210,350 at 4% or $140,233 at 6%; with 50% employer match about $140,233 at 4% or $93,489 at 6%; with 100% employer match about $105,175 at 4% or $70,117 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-10$651,813$84,140$8,414iApproximate average salary by contribution assumption: employee only about $210,350 at 4% or $140,233 at 6%; with 50% employer match about $140,233 at 4% or $93,489 at 6%; with 100% employer match about $105,175 at 4% or $70,117 at 6%.
2014110$585,596$52,604$5,260iApproximate average salary by contribution assumption: employee only about $131,510 at 4% or $87,673 at 6%; with 50% employer match about $87,673 at 4% or $58,449 at 6%; with 100% employer match about $65,755 at 4% or $43,837 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-10$585,596$52,604$5,260iApproximate average salary by contribution assumption: employee only about $131,510 at 4% or $87,673 at 6%; with 50% employer match about $87,673 at 4% or $58,449 at 6%; with 100% employer match about $65,755 at 4% or $43,837 at 6%.
201318$518,847$8,749$1,094iApproximate average salary by contribution assumption: employee only about $27,341 at 4% or $18,227 at 6%; with 50% employer match about $18,227 at 4% or $12,151 at 6%; with 100% employer match about $13,670 at 4% or $9,114 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-8$518,847$8,749$1,094iApproximate average salary by contribution assumption: employee only about $27,341 at 4% or $18,227 at 6%; with 50% employer match about $18,227 at 4% or $12,151 at 6%; with 100% employer match about $13,670 at 4% or $9,114 at 6%.
201219$586,143$8,887$987iApproximate average salary by contribution assumption: employee only about $24,686 at 4% or $16,457 at 6%; with 50% employer match about $16,457 at 4% or $10,972 at 6%; with 100% employer match about $12,343 at 4% or $8,229 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-9$586,143$8,887$987iApproximate average salary by contribution assumption: employee only about $24,686 at 4% or $16,457 at 6%; with 50% employer match about $16,457 at 4% or $10,972 at 6%; with 100% employer match about $12,343 at 4% or $8,229 at 6%.
2011112$534,779$126,453$10,538iApproximate average salary by contribution assumption: employee only about $263,444 at 4% or $175,629 at 6%; with 50% employer match about $175,629 at 4% or $117,086 at 6%; with 100% employer match about $131,722 at 4% or $87,815 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-12$534,779$126,453$10,538iApproximate average salary by contribution assumption: employee only about $263,444 at 4% or $175,629 at 6%; with 50% employer match about $175,629 at 4% or $117,086 at 6%; with 100% employer match about $131,722 at 4% or $87,815 at 6%.
2010110$426,476$167,762$16,776iApproximate average salary by contribution assumption: employee only about $419,405 at 4% or $279,603 at 6%; with 50% employer match about $279,603 at 4% or $186,402 at 6%; with 100% employer match about $209,703 at 4% or $139,802 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-10$426,476$167,762$16,776iApproximate average salary by contribution assumption: employee only about $419,405 at 4% or $279,603 at 6%; with 50% employer match about $279,603 at 4% or $186,402 at 6%; with 100% employer match about $209,703 at 4% or $139,802 at 6%.
200918$238,286$35,437$4,430iApproximate average salary by contribution assumption: employee only about $110,741 at 4% or $73,827 at 6%; with 50% employer match about $73,827 at 4% or $49,218 at 6%; with 100% employer match about $55,370 at 4% or $36,914 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-8$238,286$35,437$4,430iApproximate average salary by contribution assumption: employee only about $110,741 at 4% or $73,827 at 6%; with 50% employer match about $73,827 at 4% or $49,218 at 6%; with 100% employer match about $55,370 at 4% or $36,914 at 6%.
200816$151,782$26,964$4,494iApproximate average salary by contribution assumption: employee only about $112,350 at 4% or $74,900 at 6%; with 50% employer match about $74,900 at 4% or $49,933 at 6%; with 100% employer match about $56,175 at 4% or $37,450 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-6$151,782$26,964$4,494iApproximate average salary by contribution assumption: employee only about $112,350 at 4% or $74,900 at 6%; with 50% employer match about $74,900 at 4% or $49,933 at 6%; with 100% employer match about $56,175 at 4% or $37,450 at 6%.
200714$326,169$53,188$13,297iApproximate average salary by contribution assumption: employee only about $332,425 at 4% or $221,617 at 6%; with 50% employer match about $221,617 at 4% or $147,744 at 6%; with 100% employer match about $166,213 at 4% or $110,808 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-4$326,169$53,188$13,297iApproximate average salary by contribution assumption: employee only about $332,425 at 4% or $221,617 at 6%; with 50% employer match about $221,617 at 4% or $147,744 at 6%; with 100% employer match about $166,213 at 4% or $110,808 at 6%.
200614$259,936$254,923$63,731iApproximate average salary by contribution assumption: employee only about $1,593,269 at 4% or $1,062,179 at 6%; with 50% employer match about $1,062,179 at 4% or $708,119 at 6%; with 100% employer match about $796,634 at 4% or $531,090 at 6%.
Danone Simpson Insurance Services LLC 401(K) Plan DBA Montage Insurance Solutions 401(K) Plan-4$259,936$254,923$63,731iApproximate average salary by contribution assumption: employee only about $1,593,269 at 4% or $1,062,179 at 6%; with 50% employer match about $1,062,179 at 4% or $708,119 at 6%; with 100% employer match about $796,634 at 4% or $531,090 at 6%.