Civic Intelligence

Vantreo Insurance Brokerage

Plan context: Vantreo Insurance Brokerage Employee Stock Ownership Plan

EIN 20-8995445 • Santa Rosa, CA • 15 filings • 3 plans

100 Stony Point Road, Suite 160Santa Rosa, CA 95401
Current Snapshot

Latest Year

2018

2018 Participants

58

2018 Assets

$7,075,000

2018 Contributions

$5,587,158

Historical Graphs

Total Assets Over Time

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

$7,075,000$3,537,500$0200920132017YearValue
$7,075,000Latest year 2017

Participants Over Time

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

58290200720122017YearValue
58Latest year 2017

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
201810$0$0-
Vantreo Insurance Brokerage Employee Stock Ownership Plan-0---
2017258$7,075,000$5,587,158$96,330iApproximate average salary by contribution assumption: employee only about $2,408,258 at 4% or $1,605,505 at 6%; with 50% employer match about $1,605,505 at 4% or $1,070,337 at 6%; with 100% employer match about $1,204,129 at 4% or $802,753 at 6%.
Vantreo Insurance Brokerage Employee Stock Ownership Plan-58$7,075,000$738,361$12,730iApproximate average salary by contribution assumption: employee only about $318,259 at 4% or $212,173 at 6%; with 50% employer match about $212,173 at 4% or $141,448 at 6%; with 100% employer match about $159,130 at 4% or $106,086 at 6%.
Vantreo Insurance Brokerage 401(K) Plan-0$0$4,848,797-
2016246$4,707,847$529,290$11,506iApproximate average salary by contribution assumption: employee only about $287,658 at 4% or $191,772 at 6%; with 50% employer match about $191,772 at 4% or $127,848 at 6%; with 100% employer match about $143,829 at 4% or $95,886 at 6%.
Vantreo Insurance Brokerage Employee Stock Ownership Plan-46$2,439,380$209,556$4,556iApproximate average salary by contribution assumption: employee only about $113,889 at 4% or $75,926 at 6%; with 50% employer match about $75,926 at 4% or $50,617 at 6%; with 100% employer match about $56,945 at 4% or $37,963 at 6%.
Vantreo Insurance Brokerage 401(K) Plan-42$2,268,467$319,734$7,613iApproximate average salary by contribution assumption: employee only about $190,318 at 4% or $126,879 at 6%; with 50% employer match about $126,879 at 4% or $84,586 at 6%; with 100% employer match about $95,159 at 4% or $63,439 at 6%.
2015243$4,081,282$409,712$9,528iApproximate average salary by contribution assumption: employee only about $238,205 at 4% or $158,803 at 6%; with 50% employer match about $158,803 at 4% or $105,869 at 6%; with 100% employer match about $119,102 at 4% or $79,402 at 6%.
Vantreo Insurance Brokerage Employee Stock Ownership Plan-43$2,159,497$216,470$5,034iApproximate average salary by contribution assumption: employee only about $125,855 at 4% or $83,903 at 6%; with 50% employer match about $83,903 at 4% or $55,935 at 6%; with 100% employer match about $62,927 at 4% or $41,952 at 6%.
Vantreo Insurance Brokerage 401(K) Plan-38$1,921,785$193,242$5,085iApproximate average salary by contribution assumption: employee only about $127,133 at 4% or $84,755 at 6%; with 50% employer match about $84,755 at 4% or $56,504 at 6%; with 100% employer match about $63,566 at 4% or $42,378 at 6%.
2014134$1,951,498$159,752$4,699iApproximate average salary by contribution assumption: employee only about $117,465 at 4% or $78,310 at 6%; with 50% employer match about $78,310 at 4% or $52,207 at 6%; with 100% employer match about $58,732 at 4% or $39,155 at 6%.
Vantreo Insurance Brokerage 401(K) Plan-34$1,951,498$159,752$4,699iApproximate average salary by contribution assumption: employee only about $117,465 at 4% or $78,310 at 6%; with 50% employer match about $78,310 at 4% or $52,207 at 6%; with 100% employer match about $58,732 at 4% or $39,155 at 6%.
2013143$1,731,856$257,284$5,983iApproximate average salary by contribution assumption: employee only about $149,584 at 4% or $99,722 at 6%; with 50% employer match about $99,722 at 4% or $66,482 at 6%; with 100% employer match about $74,792 at 4% or $49,861 at 6%.
Vantreo Insurance Brokerage 401(K) Plan-43$1,731,856$257,284$5,983iApproximate average salary by contribution assumption: employee only about $149,584 at 4% or $99,722 at 6%; with 50% employer match about $99,722 at 4% or $66,482 at 6%; with 100% employer match about $74,792 at 4% or $49,861 at 6%.
2012131$1,340,404$153,608$4,955iApproximate average salary by contribution assumption: employee only about $123,877 at 4% or $82,585 at 6%; with 50% employer match about $82,585 at 4% or $55,057 at 6%; with 100% employer match about $61,939 at 4% or $41,292 at 6%.
Vantreo Insurance Brokerage 401(K) Plan-31$1,340,404$153,608$4,955iApproximate average salary by contribution assumption: employee only about $123,877 at 4% or $82,585 at 6%; with 50% employer match about $82,585 at 4% or $55,057 at 6%; with 100% employer match about $61,939 at 4% or $41,292 at 6%.
2011129$1,143,257$20,821$718iApproximate average salary by contribution assumption: employee only about $17,949 at 4% or $11,966 at 6%; with 50% employer match about $11,966 at 4% or $7,977 at 6%; with 100% employer match about $8,975 at 4% or $5,983 at 6%.
Vantreo Insurance Brokerage 401(K) Plan-29$1,143,257$20,821$718iApproximate average salary by contribution assumption: employee only about $17,949 at 4% or $11,966 at 6%; with 50% employer match about $11,966 at 4% or $7,977 at 6%; with 100% employer match about $8,975 at 4% or $5,983 at 6%.
2010124$1,160,681$21,176$882iApproximate average salary by contribution assumption: employee only about $22,058 at 4% or $14,706 at 6%; with 50% employer match about $14,706 at 4% or $9,804 at 6%; with 100% employer match about $11,029 at 4% or $7,353 at 6%.
Vantreo Insurance Brokerage 401(K) Plan-24$1,160,681$21,176$882iApproximate average salary by contribution assumption: employee only about $22,058 at 4% or $14,706 at 6%; with 50% employer match about $14,706 at 4% or $9,804 at 6%; with 100% employer match about $11,029 at 4% or $7,353 at 6%.
2009124$1,114,492$45,641$1,902iApproximate average salary by contribution assumption: employee only about $47,543 at 4% or $31,695 at 6%; with 50% employer match about $31,695 at 4% or $21,130 at 6%; with 100% employer match about $23,771 at 4% or $15,848 at 6%.
Vantreo Insurance Brokerage 401(K) Plan-24$1,114,492$45,641$1,902iApproximate average salary by contribution assumption: employee only about $47,543 at 4% or $31,695 at 6%; with 50% employer match about $31,695 at 4% or $21,130 at 6%; with 100% employer match about $23,771 at 4% or $15,848 at 6%.
2008128$0$0-
Vantreo Insurance Brokerage 401(K) Plan-28---
2007122$0$0-
Vantreo Insurance Brokerage 401(K) Plan-22---