D. Bredeson Insurance Services Inc.
Plan context: D. Bredeson Insurance Services Inc. 401(K) Profit Sharing Plan
EIN 20-8859054 • Cornelius, NC • 5 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$273,647
2018 Contributions
$5,211
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| D. Bredeson Insurance Services Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 3 | $273,647 | $5,211 | $1,737iApproximate average salary by contribution assumption: employee only about $43,425 at 4% or $28,950 at 6%; with 50% employer match about $28,950 at 4% or $19,300 at 6%; with 100% employer match about $21,713 at 4% or $14,475 at 6%. |
| D. Bredeson Insurance Services Inc. 401(K) Profit Sharing Plan | - | 3 | $273,647 | $5,211 | $1,737iApproximate average salary by contribution assumption: employee only about $43,425 at 4% or $28,950 at 6%; with 50% employer match about $28,950 at 4% or $19,300 at 6%; with 100% employer match about $21,713 at 4% or $14,475 at 6%. |
| 2016 | 1 | 3 | $225,559 | $10,473 | $3,491iApproximate average salary by contribution assumption: employee only about $87,275 at 4% or $58,183 at 6%; with 50% employer match about $58,183 at 4% or $38,789 at 6%; with 100% employer match about $43,638 at 4% or $29,092 at 6%. |
| D. Bredeson Insurance Services Inc. 401(K) Profit Sharing Plan | - | 3 | $225,559 | $10,473 | $3,491iApproximate average salary by contribution assumption: employee only about $87,275 at 4% or $58,183 at 6%; with 50% employer match about $58,183 at 4% or $38,789 at 6%; with 100% employer match about $43,638 at 4% or $29,092 at 6%. |
| 2015 | 1 | 2 | $203,378 | $58,250 | $29,125iApproximate average salary by contribution assumption: employee only about $728,125 at 4% or $485,417 at 6%; with 50% employer match about $485,417 at 4% or $323,611 at 6%; with 100% employer match about $364,063 at 4% or $242,708 at 6%. |
| D. Bredeson Insurance Services Inc. 401(K) Profit Sharing Plan | - | 2 | $203,378 | $58,250 | $29,125iApproximate average salary by contribution assumption: employee only about $728,125 at 4% or $485,417 at 6%; with 50% employer match about $485,417 at 4% or $323,611 at 6%; with 100% employer match about $364,063 at 4% or $242,708 at 6%. |
| 2014 | 1 | 4 | $152,445 | $151,368 | $37,842iApproximate average salary by contribution assumption: employee only about $946,050 at 4% or $630,700 at 6%; with 50% employer match about $630,700 at 4% or $420,467 at 6%; with 100% employer match about $473,025 at 4% or $315,350 at 6%. |
| D. Bredeson Insurance Services Inc. 401(K) Profit Sharing Plan | - | 4 | $152,445 | $151,368 | $37,842iApproximate average salary by contribution assumption: employee only about $946,050 at 4% or $630,700 at 6%; with 50% employer match about $630,700 at 4% or $420,467 at 6%; with 100% employer match about $473,025 at 4% or $315,350 at 6%. |