Civic Intelligence

The Borelli Agency Inc.

Plan context: The Borelli Agency Inc. 401(K) Profit Sharing Plan

EIN 22-1807091 • Malaga, NJ • 20 filings • 5 plans

333 Dutch Mill RoadMalaga, NJ 08328
Current Snapshot

Latest Year

2017

2017 Participants

8

2017 Assets

$3,501,482

2017 Contributions

$72,288

Historical Graphs

Total Assets Over Time

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

$3,501,482$1,750,741$0199920082016YearValue
$3,501,482Latest year 2016

Participants Over Time

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

1160199920082016YearValue
8Latest year 2016

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
201710$0$0-
The Borelli Agency Inc. 401(K) Profit Sharing Plan-0$0--
201618$3,501,482$72,288$9,036iApproximate average salary by contribution assumption: employee only about $225,900 at 4% or $150,600 at 6%; with 50% employer match about $150,600 at 4% or $100,400 at 6%; with 100% employer match about $112,950 at 4% or $75,300 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-8$3,501,482$72,288$9,036iApproximate average salary by contribution assumption: employee only about $225,900 at 4% or $150,600 at 6%; with 50% employer match about $150,600 at 4% or $100,400 at 6%; with 100% employer match about $112,950 at 4% or $75,300 at 6%.
201518$3,171,571$76,170$9,521iApproximate average salary by contribution assumption: employee only about $238,031 at 4% or $158,688 at 6%; with 50% employer match about $158,688 at 4% or $105,792 at 6%; with 100% employer match about $119,016 at 4% or $79,344 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-8$3,171,571$76,170$9,521iApproximate average salary by contribution assumption: employee only about $238,031 at 4% or $158,688 at 6%; with 50% employer match about $158,688 at 4% or $105,792 at 6%; with 100% employer match about $119,016 at 4% or $79,344 at 6%.
201418$3,147,810$122,060$15,258iApproximate average salary by contribution assumption: employee only about $381,438 at 4% or $254,292 at 6%; with 50% employer match about $254,292 at 4% or $169,528 at 6%; with 100% employer match about $190,719 at 4% or $127,146 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-8$3,147,810$122,060$15,258iApproximate average salary by contribution assumption: employee only about $381,438 at 4% or $254,292 at 6%; with 50% employer match about $254,292 at 4% or $169,528 at 6%; with 100% employer match about $190,719 at 4% or $127,146 at 6%.
201318$3,061,240$115,906$14,488iApproximate average salary by contribution assumption: employee only about $362,206 at 4% or $241,471 at 6%; with 50% employer match about $241,471 at 4% or $160,981 at 6%; with 100% employer match about $181,103 at 4% or $120,735 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-8$3,061,240$115,906$14,488iApproximate average salary by contribution assumption: employee only about $362,206 at 4% or $241,471 at 6%; with 50% employer match about $241,471 at 4% or $160,981 at 6%; with 100% employer match about $181,103 at 4% or $120,735 at 6%.
201219$2,649,790$28,693$3,188iApproximate average salary by contribution assumption: employee only about $79,703 at 4% or $53,135 at 6%; with 50% employer match about $53,135 at 4% or $35,423 at 6%; with 100% employer match about $39,851 at 4% or $26,568 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-9$2,649,790$28,693$3,188iApproximate average salary by contribution assumption: employee only about $79,703 at 4% or $53,135 at 6%; with 50% employer match about $53,135 at 4% or $35,423 at 6%; with 100% employer match about $39,851 at 4% or $26,568 at 6%.
201119$2,566,955$34,965$3,885iApproximate average salary by contribution assumption: employee only about $97,125 at 4% or $64,750 at 6%; with 50% employer match about $64,750 at 4% or $43,167 at 6%; with 100% employer match about $48,563 at 4% or $32,375 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-9$2,566,955$34,965$3,885iApproximate average salary by contribution assumption: employee only about $97,125 at 4% or $64,750 at 6%; with 50% employer match about $64,750 at 4% or $43,167 at 6%; with 100% employer match about $48,563 at 4% or $32,375 at 6%.
2010110$2,576,330$60,722$6,072iApproximate average salary by contribution assumption: employee only about $151,805 at 4% or $101,203 at 6%; with 50% employer match about $101,203 at 4% or $67,469 at 6%; with 100% employer match about $75,903 at 4% or $50,602 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-10$2,576,330$60,722$6,072iApproximate average salary by contribution assumption: employee only about $151,805 at 4% or $101,203 at 6%; with 50% employer match about $101,203 at 4% or $67,469 at 6%; with 100% employer match about $75,903 at 4% or $50,602 at 6%.
2009110$2,204,780$100,260$10,026iApproximate average salary by contribution assumption: employee only about $250,650 at 4% or $167,100 at 6%; with 50% employer match about $167,100 at 4% or $111,400 at 6%; with 100% employer match about $125,325 at 4% or $83,550 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-10$2,204,780$100,260$10,026iApproximate average salary by contribution assumption: employee only about $250,650 at 4% or $167,100 at 6%; with 50% employer match about $167,100 at 4% or $111,400 at 6%; with 100% employer match about $125,325 at 4% or $83,550 at 6%.
200819$1,837,441$96,821$10,758iApproximate average salary by contribution assumption: employee only about $268,947 at 4% or $179,298 at 6%; with 50% employer match about $179,298 at 4% or $119,532 at 6%; with 100% employer match about $134,474 at 4% or $89,649 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-9$1,837,441$96,821$10,758iApproximate average salary by contribution assumption: employee only about $268,947 at 4% or $179,298 at 6%; with 50% employer match about $179,298 at 4% or $119,532 at 6%; with 100% employer match about $134,474 at 4% or $89,649 at 6%.
200719$2,436,904$163,291$18,143iApproximate average salary by contribution assumption: employee only about $453,586 at 4% or $302,391 at 6%; with 50% employer match about $302,391 at 4% or $201,594 at 6%; with 100% employer match about $226,793 at 4% or $151,195 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-9$2,436,904$163,291$18,143iApproximate average salary by contribution assumption: employee only about $453,586 at 4% or $302,391 at 6%; with 50% employer match about $302,391 at 4% or $201,594 at 6%; with 100% employer match about $226,793 at 4% or $151,195 at 6%.
2006110$2,214,660$162,611$16,261iApproximate average salary by contribution assumption: employee only about $406,528 at 4% or $271,018 at 6%; with 50% employer match about $271,018 at 4% or $180,679 at 6%; with 100% employer match about $203,264 at 4% or $135,509 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-10$2,214,660$162,611$16,261iApproximate average salary by contribution assumption: employee only about $406,528 at 4% or $271,018 at 6%; with 50% employer match about $271,018 at 4% or $180,679 at 6%; with 100% employer match about $203,264 at 4% or $135,509 at 6%.
2005110$1,965,139$150,547$15,055iApproximate average salary by contribution assumption: employee only about $376,368 at 4% or $250,912 at 6%; with 50% employer match about $250,912 at 4% or $167,274 at 6%; with 100% employer match about $188,184 at 4% or $125,456 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-10$1,965,139$150,547$15,055iApproximate average salary by contribution assumption: employee only about $376,368 at 4% or $250,912 at 6%; with 50% employer match about $250,912 at 4% or $167,274 at 6%; with 100% employer match about $188,184 at 4% or $125,456 at 6%.
2004111$1,758,294$143,538$13,049iApproximate average salary by contribution assumption: employee only about $326,223 at 4% or $217,482 at 6%; with 50% employer match about $217,482 at 4% or $144,988 at 6%; with 100% employer match about $163,111 at 4% or $108,741 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-11$1,758,294$143,538$13,049iApproximate average salary by contribution assumption: employee only about $326,223 at 4% or $217,482 at 6%; with 50% employer match about $217,482 at 4% or $144,988 at 6%; with 100% employer match about $163,111 at 4% or $108,741 at 6%.
2003111$1,519,229$150,465$13,679iApproximate average salary by contribution assumption: employee only about $341,966 at 4% or $227,977 at 6%; with 50% employer match about $227,977 at 4% or $151,985 at 6%; with 100% employer match about $170,983 at 4% or $113,989 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-11$1,519,229$150,465$13,679iApproximate average salary by contribution assumption: employee only about $341,966 at 4% or $227,977 at 6%; with 50% employer match about $227,977 at 4% or $151,985 at 6%; with 100% employer match about $170,983 at 4% or $113,989 at 6%.
2002211$1,258,692$94,000$8,545iApproximate average salary by contribution assumption: employee only about $213,636 at 4% or $142,424 at 6%; with 50% employer match about $142,424 at 4% or $94,949 at 6%; with 100% employer match about $106,818 at 4% or $71,212 at 6%.
The Borelli Agency Inc. 401(K) Profit Sharing Plan-11$1,258,692$94,000$8,545iApproximate average salary by contribution assumption: employee only about $213,636 at 4% or $142,424 at 6%; with 50% employer match about $142,424 at 4% or $94,949 at 6%; with 100% employer match about $106,818 at 4% or $71,212 at 6%.
The Borelli Agency Inc. Profit Sharing Plan and Trust-0---
200119$1,132,065$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
The Borelli Agency Inc. Profit Sharing Plan and Trust-9$1,132,065$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
200019$1,928,752$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
The Borelli Agency Inc. Profit Sharing Plan and Trust-9$1,928,752$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
1999110$1,882,623$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
The Borelli Agency Inc. Profit Sharing Plan and Trust-10$1,882,623$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.