Civic Intelligence

R B Vahey Insurance Inc.

Plan context: R B Vahey Insurance Inc. 401(K) Profit Sharing Plan

EIN 20-8931464 • Wynnewood, PA • 25 filings • 3 plans

333 E. Lancaster Avenue - Unit BWynnewood, PA 19096
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,973,653

2024 Contributions

$125,428

Historical Graphs

Total Assets Over Time

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

$2,973,653$1,486,827$0201120182024YearValue
$2,973,653Latest year 2024

Participants Over Time

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

1790201120182024YearValue
9Latest 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
202429$2,973,653$125,428$13,936iApproximate average salary by contribution assumption: employee only about $348,411 at 4% or $232,274 at 6%; with 50% employer match about $232,274 at 4% or $154,849 at 6%; with 100% employer match about $174,206 at 4% or $116,137 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-9$1,545,615$121,358$13,484iApproximate average salary by contribution assumption: employee only about $337,106 at 4% or $224,737 at 6%; with 50% employer match about $224,737 at 4% or $149,825 at 6%; with 100% employer match about $168,553 at 4% or $112,369 at 6%.
R B Vahey Insurance Inc. Cash Balance Pension Plan-9$1,428,038$4,070$452iApproximate average salary by contribution assumption: employee only about $11,306 at 4% or $7,537 at 6%; with 50% employer match about $7,537 at 4% or $5,025 at 6%; with 100% employer match about $5,653 at 4% or $3,769 at 6%.
2023213$2,571,565$146,822$11,294iApproximate average salary by contribution assumption: employee only about $282,350 at 4% or $188,233 at 6%; with 50% employer match about $188,233 at 4% or $125,489 at 6%; with 100% employer match about $141,175 at 4% or $94,117 at 6%.
R B Vahey Insurance Inc. Cash Balance Pension Plan-13$1,313,102$13,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-13$1,258,463$133,822$10,294iApproximate average salary by contribution assumption: employee only about $257,350 at 4% or $171,567 at 6%; with 50% employer match about $171,567 at 4% or $114,378 at 6%; with 100% employer match about $128,675 at 4% or $85,783 at 6%.
2022214$2,203,573$281,555$20,111iApproximate average salary by contribution assumption: employee only about $502,777 at 4% or $335,185 at 6%; with 50% employer match about $335,185 at 4% or $223,456 at 6%; with 100% employer match about $251,388 at 4% or $167,592 at 6%.
R B Vahey Insurance Inc. Cash Balance Pension Plan-13$1,150,538$113,654$8,743iApproximate average salary by contribution assumption: employee only about $218,565 at 4% or $145,710 at 6%; with 50% employer match about $145,710 at 4% or $97,140 at 6%; with 100% employer match about $109,283 at 4% or $72,855 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-14$1,053,035$167,901$11,993iApproximate average salary by contribution assumption: employee only about $299,823 at 4% or $199,882 at 6%; with 50% employer match about $199,882 at 4% or $133,255 at 6%; with 100% employer match about $149,912 at 4% or $99,941 at 6%.
2021215$2,901,595$323,908$21,594iApproximate average salary by contribution assumption: employee only about $539,847 at 4% or $359,898 at 6%; with 50% employer match about $359,898 at 4% or $239,932 at 6%; with 100% employer match about $269,923 at 4% or $179,949 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-15$1,673,148$206,292$13,753iApproximate average salary by contribution assumption: employee only about $343,820 at 4% or $229,213 at 6%; with 50% employer match about $229,213 at 4% or $152,809 at 6%; with 100% employer match about $171,910 at 4% or $114,607 at 6%.
R B Vahey Insurance Inc. Cash Balance Pension Plan-13$1,228,447$117,616$9,047iApproximate average salary by contribution assumption: employee only about $226,185 at 4% or $150,790 at 6%; with 50% employer match about $150,790 at 4% or $100,526 at 6%; with 100% employer match about $113,092 at 4% or $75,395 at 6%.
2020217$2,286,758$195,345$11,491iApproximate average salary by contribution assumption: employee only about $287,272 at 4% or $191,515 at 6%; with 50% employer match about $191,515 at 4% or $127,676 at 6%; with 100% employer match about $143,636 at 4% or $95,757 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-17$1,267,816$68,350$4,021iApproximate average salary by contribution assumption: employee only about $100,515 at 4% or $67,010 at 6%; with 50% employer match about $67,010 at 4% or $44,673 at 6%; with 100% employer match about $50,257 at 4% or $33,505 at 6%.
R B Vahey Insurance Inc. Cash Balance Pension Plan-14$1,018,942$126,995$9,071iApproximate average salary by contribution assumption: employee only about $226,777 at 4% or $151,185 at 6%; with 50% employer match about $151,185 at 4% or $100,790 at 6%; with 100% employer match about $113,388 at 4% or $75,592 at 6%.
2019217$1,985,838$282,989$16,646iApproximate average salary by contribution assumption: employee only about $416,160 at 4% or $277,440 at 6%; with 50% employer match about $277,440 at 4% or $184,960 at 6%; with 100% employer match about $208,080 at 4% or $138,720 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-17$1,185,006$157,889$9,288iApproximate average salary by contribution assumption: employee only about $232,190 at 4% or $154,793 at 6%; with 50% employer match about $154,793 at 4% or $103,195 at 6%; with 100% employer match about $116,095 at 4% or $77,397 at 6%.
R B Vahey Insurance Inc. Cash Balance Pension Plan-13$800,832$125,100$9,623iApproximate average salary by contribution assumption: employee only about $240,577 at 4% or $160,385 at 6%; with 50% employer match about $160,385 at 4% or $106,923 at 6%; with 100% employer match about $120,288 at 4% or $80,192 at 6%.
2018216$1,503,586$245,286$15,330iApproximate average salary by contribution assumption: employee only about $383,259 at 4% or $255,506 at 6%; with 50% employer match about $255,506 at 4% or $170,338 at 6%; with 100% employer match about $191,630 at 4% or $127,753 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-16$912,566$123,094$7,693iApproximate average salary by contribution assumption: employee only about $192,334 at 4% or $128,223 at 6%; with 50% employer match about $128,223 at 4% or $85,482 at 6%; with 100% employer match about $96,167 at 4% or $64,111 at 6%.
R B Vahey Insurance Inc. Cash Balance Pension Plan-16$591,020$122,192$7,637iApproximate average salary by contribution assumption: employee only about $190,925 at 4% or $127,283 at 6%; with 50% employer match about $127,283 at 4% or $84,856 at 6%; with 100% employer match about $95,463 at 4% or $63,642 at 6%.
2017213$1,278,628$191,631$14,741iApproximate average salary by contribution assumption: employee only about $368,521 at 4% or $245,681 at 6%; with 50% employer match about $245,681 at 4% or $163,787 at 6%; with 100% employer match about $184,261 at 4% or $122,840 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-13$771,266$81,544$6,273iApproximate average salary by contribution assumption: employee only about $156,815 at 4% or $104,544 at 6%; with 50% employer match about $104,544 at 4% or $69,696 at 6%; with 100% employer match about $78,408 at 4% or $52,272 at 6%.
R B Vahey Insurance Inc. Cash Balance Pension Plan-11$507,362$110,087$10,008iApproximate average salary by contribution assumption: employee only about $250,198 at 4% or $166,798 at 6%; with 50% employer match about $166,798 at 4% or $111,199 at 6%; with 100% employer match about $125,099 at 4% or $83,399 at 6%.
2016213$966,984$204,776$15,752iApproximate average salary by contribution assumption: employee only about $393,800 at 4% or $262,533 at 6%; with 50% employer match about $262,533 at 4% or $175,022 at 6%; with 100% employer match about $196,900 at 4% or $131,267 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-13$599,651$69,776$5,367iApproximate average salary by contribution assumption: employee only about $134,185 at 4% or $89,456 at 6%; with 50% employer match about $89,456 at 4% or $59,638 at 6%; with 100% employer match about $67,092 at 4% or $44,728 at 6%.
R B Vahey Insurance Inc. Cash Balance Pension Plan-11$367,333$135,000$12,273iApproximate average salary by contribution assumption: employee only about $306,818 at 4% or $204,545 at 6%; with 50% employer match about $204,545 at 4% or $136,364 at 6%; with 100% employer match about $153,409 at 4% or $102,273 at 6%.
2015212$741,294$178,970$14,914iApproximate average salary by contribution assumption: employee only about $372,854 at 4% or $248,569 at 6%; with 50% employer match about $248,569 at 4% or $165,713 at 6%; with 100% employer match about $186,427 at 4% or $124,285 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-12$508,978$67,582$5,632iApproximate average salary by contribution assumption: employee only about $140,796 at 4% or $93,864 at 6%; with 50% employer match about $93,864 at 4% or $62,576 at 6%; with 100% employer match about $70,398 at 4% or $46,932 at 6%.
R B Vahey Insurance Inc. Cash Balance Pension Plan-11$232,316$111,388$10,126iApproximate average salary by contribution assumption: employee only about $253,155 at 4% or $168,770 at 6%; with 50% employer match about $168,770 at 4% or $112,513 at 6%; with 100% employer match about $126,577 at 4% or $84,385 at 6%.
2014212$528,566$242,098$20,175iApproximate average salary by contribution assumption: employee only about $504,371 at 4% or $336,247 at 6%; with 50% employer match about $336,247 at 4% or $224,165 at 6%; with 100% employer match about $252,185 at 4% or $168,124 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-12$528,566$121,175$10,098iApproximate average salary by contribution assumption: employee only about $252,448 at 4% or $168,299 at 6%; with 50% employer match about $168,299 at 4% or $112,199 at 6%; with 100% employer match about $126,224 at 4% or $84,149 at 6%.
R B Vahey Insurance Inc. Cash Balance Pension Plan-10$0$120,923$12,092iApproximate average salary by contribution assumption: employee only about $302,308 at 4% or $201,538 at 6%; with 50% employer match about $201,538 at 4% or $134,359 at 6%; with 100% employer match about $151,154 at 4% or $100,769 at 6%.
201319$378,644$118,830$13,203iApproximate average salary by contribution assumption: employee only about $330,083 at 4% or $220,056 at 6%; with 50% employer match about $220,056 at 4% or $146,704 at 6%; with 100% employer match about $165,042 at 4% or $110,028 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-9$378,644$118,830$13,203iApproximate average salary by contribution assumption: employee only about $330,083 at 4% or $220,056 at 6%; with 50% employer match about $220,056 at 4% or $146,704 at 6%; with 100% employer match about $165,042 at 4% or $110,028 at 6%.
201218$208,283$111,559$13,945iApproximate average salary by contribution assumption: employee only about $348,622 at 4% or $232,415 at 6%; with 50% employer match about $232,415 at 4% or $154,943 at 6%; with 100% employer match about $174,311 at 4% or $116,207 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-8$208,283$111,559$13,945iApproximate average salary by contribution assumption: employee only about $348,622 at 4% or $232,415 at 6%; with 50% employer match about $232,415 at 4% or $154,943 at 6%; with 100% employer match about $174,311 at 4% or $116,207 at 6%.
201119$91,843$91,834$10,204iApproximate average salary by contribution assumption: employee only about $255,094 at 4% or $170,063 at 6%; with 50% employer match about $170,063 at 4% or $113,375 at 6%; with 100% employer match about $127,547 at 4% or $85,031 at 6%.
R B Vahey Insurance Inc. 401(K) Profit Sharing Plan-9$91,843$91,834$10,204iApproximate average salary by contribution assumption: employee only about $255,094 at 4% or $170,063 at 6%; with 50% employer match about $170,063 at 4% or $113,375 at 6%; with 100% employer match about $127,547 at 4% or $85,031 at 6%.