Brokers Insurance Services Ltd.
Plan context: Brokers Insurance Services Ltd. Profit Sharing Plan
EIN 23-2002992 • Bala Cynwyd, PA • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$4,562,225
2024 Contributions
$107,672
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $4,562,225 | $107,672 | $15,382iApproximate average salary by contribution assumption: employee only about $384,543 at 4% or $256,362 at 6%; with 50% employer match about $256,362 at 4% or $170,908 at 6%; with 100% employer match about $192,271 at 4% or $128,181 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 7 | $4,562,225 | $107,672 | $15,382iApproximate average salary by contribution assumption: employee only about $384,543 at 4% or $256,362 at 6%; with 50% employer match about $256,362 at 4% or $170,908 at 6%; with 100% employer match about $192,271 at 4% or $128,181 at 6%. |
| 2023 | 1 | 7 | $3,982,026 | $119,612 | $17,087iApproximate average salary by contribution assumption: employee only about $427,186 at 4% or $284,790 at 6%; with 50% employer match about $284,790 at 4% or $189,860 at 6%; with 100% employer match about $213,593 at 4% or $142,395 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 7 | $3,982,026 | $119,612 | $17,087iApproximate average salary by contribution assumption: employee only about $427,186 at 4% or $284,790 at 6%; with 50% employer match about $284,790 at 4% or $189,860 at 6%; with 100% employer match about $213,593 at 4% or $142,395 at 6%. |
| 2022 | 1 | 9 | $3,370,866 | $104,895 | $11,655iApproximate average salary by contribution assumption: employee only about $291,375 at 4% or $194,250 at 6%; with 50% employer match about $194,250 at 4% or $129,500 at 6%; with 100% employer match about $145,688 at 4% or $97,125 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 9 | $3,370,866 | $104,895 | $11,655iApproximate average salary by contribution assumption: employee only about $291,375 at 4% or $194,250 at 6%; with 50% employer match about $194,250 at 4% or $129,500 at 6%; with 100% employer match about $145,688 at 4% or $97,125 at 6%. |
| 2021 | 1 | 9 | $3,998,389 | $74,133 | $8,237iApproximate average salary by contribution assumption: employee only about $205,925 at 4% or $137,283 at 6%; with 50% employer match about $137,283 at 4% or $91,522 at 6%; with 100% employer match about $102,963 at 4% or $68,642 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 9 | $3,998,389 | $74,133 | $8,237iApproximate average salary by contribution assumption: employee only about $205,925 at 4% or $137,283 at 6%; with 50% employer match about $137,283 at 4% or $91,522 at 6%; with 100% employer match about $102,963 at 4% or $68,642 at 6%. |
| 2020 | 1 | 10 | $3,394,262 | $98,851 | $9,885iApproximate average salary by contribution assumption: employee only about $247,128 at 4% or $164,752 at 6%; with 50% employer match about $164,752 at 4% or $109,834 at 6%; with 100% employer match about $123,564 at 4% or $82,376 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 10 | $3,394,262 | $98,851 | $9,885iApproximate average salary by contribution assumption: employee only about $247,128 at 4% or $164,752 at 6%; with 50% employer match about $164,752 at 4% or $109,834 at 6%; with 100% employer match about $123,564 at 4% or $82,376 at 6%. |
| 2019 | 1 | 10 | $3,124,464 | $109,582 | $10,958iApproximate average salary by contribution assumption: employee only about $273,955 at 4% or $182,637 at 6%; with 50% employer match about $182,637 at 4% or $121,758 at 6%; with 100% employer match about $136,978 at 4% or $91,318 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 10 | $3,124,464 | $109,582 | $10,958iApproximate average salary by contribution assumption: employee only about $273,955 at 4% or $182,637 at 6%; with 50% employer match about $182,637 at 4% or $121,758 at 6%; with 100% employer match about $136,978 at 4% or $91,318 at 6%. |
| 2018 | 1 | 10 | $2,691,322 | $109,361 | $10,936iApproximate average salary by contribution assumption: employee only about $273,403 at 4% or $182,268 at 6%; with 50% employer match about $182,268 at 4% or $121,512 at 6%; with 100% employer match about $136,701 at 4% or $91,134 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 10 | $2,691,322 | $109,361 | $10,936iApproximate average salary by contribution assumption: employee only about $273,403 at 4% or $182,268 at 6%; with 50% employer match about $182,268 at 4% or $121,512 at 6%; with 100% employer match about $136,701 at 4% or $91,134 at 6%. |
| 2017 | 1 | 8 | $2,769,457 | $104,907 | $13,113iApproximate average salary by contribution assumption: employee only about $327,834 at 4% or $218,556 at 6%; with 50% employer match about $218,556 at 4% or $145,704 at 6%; with 100% employer match about $163,917 at 4% or $109,278 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 8 | $2,769,457 | $104,907 | $13,113iApproximate average salary by contribution assumption: employee only about $327,834 at 4% or $218,556 at 6%; with 50% employer match about $218,556 at 4% or $145,704 at 6%; with 100% employer match about $163,917 at 4% or $109,278 at 6%. |
| 2016 | 1 | 9 | $2,369,134 | $112,601 | $12,511iApproximate average salary by contribution assumption: employee only about $312,781 at 4% or $208,520 at 6%; with 50% employer match about $208,520 at 4% or $139,014 at 6%; with 100% employer match about $156,390 at 4% or $104,260 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 9 | $2,369,134 | $112,601 | $12,511iApproximate average salary by contribution assumption: employee only about $312,781 at 4% or $208,520 at 6%; with 50% employer match about $208,520 at 4% or $139,014 at 6%; with 100% employer match about $156,390 at 4% or $104,260 at 6%. |
| 2015 | 1 | 11 | $2,082,292 | $176,136 | $16,012iApproximate average salary by contribution assumption: employee only about $400,309 at 4% or $266,873 at 6%; with 50% employer match about $266,873 at 4% or $177,915 at 6%; with 100% employer match about $200,155 at 4% or $133,436 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 11 | $2,082,292 | $176,136 | $16,012iApproximate average salary by contribution assumption: employee only about $400,309 at 4% or $266,873 at 6%; with 50% employer match about $266,873 at 4% or $177,915 at 6%; with 100% employer match about $200,155 at 4% or $133,436 at 6%. |
| 2014 | 1 | 10 | $2,031,039 | $126,073 | $12,607iApproximate average salary by contribution assumption: employee only about $315,183 at 4% or $210,122 at 6%; with 50% employer match about $210,122 at 4% or $140,081 at 6%; with 100% employer match about $157,591 at 4% or $105,061 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 10 | $2,031,039 | $126,073 | $12,607iApproximate average salary by contribution assumption: employee only about $315,183 at 4% or $210,122 at 6%; with 50% employer match about $210,122 at 4% or $140,081 at 6%; with 100% employer match about $157,591 at 4% or $105,061 at 6%. |
| 2013 | 1 | 12 | $1,861,750 | $135,072 | $11,256iApproximate average salary by contribution assumption: employee only about $281,400 at 4% or $187,600 at 6%; with 50% employer match about $187,600 at 4% or $125,067 at 6%; with 100% employer match about $140,700 at 4% or $93,800 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 12 | $1,861,750 | $135,072 | $11,256iApproximate average salary by contribution assumption: employee only about $281,400 at 4% or $187,600 at 6%; with 50% employer match about $187,600 at 4% or $125,067 at 6%; with 100% employer match about $140,700 at 4% or $93,800 at 6%. |
| 2012 | 1 | 15 | $1,425,996 | $192,405 | $12,827iApproximate average salary by contribution assumption: employee only about $320,675 at 4% or $213,783 at 6%; with 50% employer match about $213,783 at 4% or $142,522 at 6%; with 100% employer match about $160,338 at 4% or $106,892 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 15 | $1,425,996 | $192,405 | $12,827iApproximate average salary by contribution assumption: employee only about $320,675 at 4% or $213,783 at 6%; with 50% employer match about $213,783 at 4% or $142,522 at 6%; with 100% employer match about $160,338 at 4% or $106,892 at 6%. |
| 2011 | 1 | 12 | $1,075,559 | $164,939 | $13,745iApproximate average salary by contribution assumption: employee only about $343,623 at 4% or $229,082 at 6%; with 50% employer match about $229,082 at 4% or $152,721 at 6%; with 100% employer match about $171,811 at 4% or $114,541 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 12 | $1,075,559 | $164,939 | $13,745iApproximate average salary by contribution assumption: employee only about $343,623 at 4% or $229,082 at 6%; with 50% employer match about $229,082 at 4% or $152,721 at 6%; with 100% employer match about $171,811 at 4% or $114,541 at 6%. |
| 2010 | 1 | 15 | $1,182,188 | $180,396 | $12,026iApproximate average salary by contribution assumption: employee only about $300,660 at 4% or $200,440 at 6%; with 50% employer match about $200,440 at 4% or $133,627 at 6%; with 100% employer match about $150,330 at 4% or $100,220 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 15 | $1,182,188 | $180,396 | $12,026iApproximate average salary by contribution assumption: employee only about $300,660 at 4% or $200,440 at 6%; with 50% employer match about $200,440 at 4% or $133,627 at 6%; with 100% employer match about $150,330 at 4% or $100,220 at 6%. |
| 2009 | 1 | 15 | $1,439,285 | $115,191 | $7,679iApproximate average salary by contribution assumption: employee only about $191,985 at 4% or $127,990 at 6%; with 50% employer match about $127,990 at 4% or $85,327 at 6%; with 100% employer match about $95,993 at 4% or $63,995 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 15 | $1,439,285 | $115,191 | $7,679iApproximate average salary by contribution assumption: employee only about $191,985 at 4% or $127,990 at 6%; with 50% employer match about $127,990 at 4% or $85,327 at 6%; with 100% employer match about $95,993 at 4% or $63,995 at 6%. |
| 2008 | 1 | 17 | $3,884,401 | $174,500 | $10,265iApproximate average salary by contribution assumption: employee only about $256,618 at 4% or $171,078 at 6%; with 50% employer match about $171,078 at 4% or $114,052 at 6%; with 100% employer match about $128,309 at 4% or $85,539 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 17 | $3,884,401 | $174,500 | $10,265iApproximate average salary by contribution assumption: employee only about $256,618 at 4% or $171,078 at 6%; with 50% employer match about $171,078 at 4% or $114,052 at 6%; with 100% employer match about $128,309 at 4% or $85,539 at 6%. |
| 2007 | 1 | 20 | $4,040,114 | $210,088 | $10,504iApproximate average salary by contribution assumption: employee only about $262,610 at 4% or $175,073 at 6%; with 50% employer match about $175,073 at 4% or $116,716 at 6%; with 100% employer match about $131,305 at 4% or $87,537 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 20 | $4,040,114 | $210,088 | $10,504iApproximate average salary by contribution assumption: employee only about $262,610 at 4% or $175,073 at 6%; with 50% employer match about $175,073 at 4% or $116,716 at 6%; with 100% employer match about $131,305 at 4% or $87,537 at 6%. |
| 2006 | 1 | 19 | $3,837,894 | $201,121 | $10,585iApproximate average salary by contribution assumption: employee only about $264,633 at 4% or $176,422 at 6%; with 50% employer match about $176,422 at 4% or $117,615 at 6%; with 100% employer match about $132,316 at 4% or $88,211 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 19 | $3,837,894 | $201,121 | $10,585iApproximate average salary by contribution assumption: employee only about $264,633 at 4% or $176,422 at 6%; with 50% employer match about $176,422 at 4% or $117,615 at 6%; with 100% employer match about $132,316 at 4% or $88,211 at 6%. |
| 2005 | 1 | 8 | $3,713,355 | $70,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 8 | $3,713,355 | $70,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| 2004 | 1 | 7 | $3,476,740 | $70,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 7 | $3,476,740 | $70,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2003 | 1 | 10 | $3,217,217 | $65,000 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 10 | $3,217,217 | $65,000 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| 2002 | 1 | 8 | $2,943,122 | $64,271 | $8,034iApproximate average salary by contribution assumption: employee only about $200,847 at 4% or $133,898 at 6%; with 50% employer match about $133,898 at 4% or $89,265 at 6%; with 100% employer match about $100,423 at 4% or $66,949 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 8 | $2,943,122 | $64,271 | $8,034iApproximate average salary by contribution assumption: employee only about $200,847 at 4% or $133,898 at 6%; with 50% employer match about $133,898 at 4% or $89,265 at 6%; with 100% employer match about $100,423 at 4% or $66,949 at 6%. |
| 2001 | 1 | 8 | $2,722,567 | $65,248 | $8,156iApproximate average salary by contribution assumption: employee only about $203,900 at 4% or $135,933 at 6%; with 50% employer match about $135,933 at 4% or $90,622 at 6%; with 100% employer match about $101,950 at 4% or $67,967 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 8 | $2,722,567 | $65,248 | $8,156iApproximate average salary by contribution assumption: employee only about $203,900 at 4% or $135,933 at 6%; with 50% employer match about $135,933 at 4% or $90,622 at 6%; with 100% employer match about $101,950 at 4% or $67,967 at 6%. |
| 2000 | 1 | 8 | $2,591,276 | $65,511 | $8,189iApproximate average salary by contribution assumption: employee only about $204,722 at 4% or $136,481 at 6%; with 50% employer match about $136,481 at 4% or $90,988 at 6%; with 100% employer match about $102,361 at 4% or $68,241 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 8 | $2,591,276 | $65,511 | $8,189iApproximate average salary by contribution assumption: employee only about $204,722 at 4% or $136,481 at 6%; with 50% employer match about $136,481 at 4% or $90,988 at 6%; with 100% employer match about $102,361 at 4% or $68,241 at 6%. |
| 1999 | 1 | 10 | $2,410,465 | $5,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| Brokers Insurance Services Ltd. Profit Sharing Plan | - | 10 | $2,410,465 | $5,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |