Civic Intelligence

Peterson Insurance Services Inc.

Plan context: Peterson Insurance Services Inc. 401(K) Plan

EIN 23-2590562 • Havertown, PA • 17 filings • 3 plans

140 West Eagle RoadHavertown, PA 19083
Current Snapshot

Latest Year

2021

2021 Participants

10

2021 Assets

$195,322

2021 Contributions

$12,202

Historical Graphs

Total Assets Over Time

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

$254,080$127,040$0200620142021YearValue
$195,322Latest year 2021

Participants Over Time

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

1580200520132021YearValue
10Latest year 2021

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
2021110$195,322$12,202$1,220iApproximate average salary by contribution assumption: employee only about $30,505 at 4% or $20,337 at 6%; with 50% employer match about $20,337 at 4% or $13,558 at 6%; with 100% employer match about $15,253 at 4% or $10,168 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-10$195,322$12,202$1,220iApproximate average salary by contribution assumption: employee only about $30,505 at 4% or $20,337 at 6%; with 50% employer match about $20,337 at 4% or $13,558 at 6%; with 100% employer match about $15,253 at 4% or $10,168 at 6%.
202019$216,743$11,234$1,248iApproximate average salary by contribution assumption: employee only about $31,206 at 4% or $20,804 at 6%; with 50% employer match about $20,804 at 4% or $13,869 at 6%; with 100% employer match about $15,603 at 4% or $10,402 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-9$216,743$11,234$1,248iApproximate average salary by contribution assumption: employee only about $31,206 at 4% or $20,804 at 6%; with 50% employer match about $20,804 at 4% or $13,869 at 6%; with 100% employer match about $15,603 at 4% or $10,402 at 6%.
2019110$182,820$31,581$3,158iApproximate average salary by contribution assumption: employee only about $78,953 at 4% or $52,635 at 6%; with 50% employer match about $52,635 at 4% or $35,090 at 6%; with 100% employer match about $39,476 at 4% or $26,318 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-10$182,820$31,581$3,158iApproximate average salary by contribution assumption: employee only about $78,953 at 4% or $52,635 at 6%; with 50% employer match about $52,635 at 4% or $35,090 at 6%; with 100% employer match about $39,476 at 4% or $26,318 at 6%.
201818$235,630$69,075$8,634iApproximate average salary by contribution assumption: employee only about $215,859 at 4% or $143,906 at 6%; with 50% employer match about $143,906 at 4% or $95,938 at 6%; with 100% employer match about $107,930 at 4% or $71,953 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-8$235,630$69,075$8,634iApproximate average salary by contribution assumption: employee only about $215,859 at 4% or $143,906 at 6%; with 50% employer match about $143,906 at 4% or $95,938 at 6%; with 100% employer match about $107,930 at 4% or $71,953 at 6%.
2017114$254,080$80,413$5,744iApproximate average salary by contribution assumption: employee only about $143,595 at 4% or $95,730 at 6%; with 50% employer match about $95,730 at 4% or $63,820 at 6%; with 100% employer match about $71,797 at 4% or $47,865 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-14$254,080$80,413$5,744iApproximate average salary by contribution assumption: employee only about $143,595 at 4% or $95,730 at 6%; with 50% employer match about $95,730 at 4% or $63,820 at 6%; with 100% employer match about $71,797 at 4% or $47,865 at 6%.
2016112$149,150$39,430$3,286iApproximate average salary by contribution assumption: employee only about $82,146 at 4% or $54,764 at 6%; with 50% employer match about $54,764 at 4% or $36,509 at 6%; with 100% employer match about $41,073 at 4% or $27,382 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-12$149,150$39,430$3,286iApproximate average salary by contribution assumption: employee only about $82,146 at 4% or $54,764 at 6%; with 50% employer match about $54,764 at 4% or $36,509 at 6%; with 100% employer match about $41,073 at 4% or $27,382 at 6%.
2015111$102,917$40,793$3,708iApproximate average salary by contribution assumption: employee only about $92,711 at 4% or $61,808 at 6%; with 50% employer match about $61,808 at 4% or $41,205 at 6%; with 100% employer match about $46,356 at 4% or $30,904 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-11$102,917$40,793$3,708iApproximate average salary by contribution assumption: employee only about $92,711 at 4% or $61,808 at 6%; with 50% employer match about $61,808 at 4% or $41,205 at 6%; with 100% employer match about $46,356 at 4% or $30,904 at 6%.
2014111$75,159$8,669$788iApproximate average salary by contribution assumption: employee only about $19,702 at 4% or $13,135 at 6%; with 50% employer match about $13,135 at 4% or $8,757 at 6%; with 100% employer match about $9,851 at 4% or $6,567 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-11$75,159$8,669$788iApproximate average salary by contribution assumption: employee only about $19,702 at 4% or $13,135 at 6%; with 50% employer match about $13,135 at 4% or $8,757 at 6%; with 100% employer match about $9,851 at 4% or $6,567 at 6%.
2013115$63,043$9,041$603iApproximate average salary by contribution assumption: employee only about $15,068 at 4% or $10,046 at 6%; with 50% employer match about $10,046 at 4% or $6,697 at 6%; with 100% employer match about $7,534 at 4% or $5,023 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-15$63,043$9,041$603iApproximate average salary by contribution assumption: employee only about $15,068 at 4% or $10,046 at 6%; with 50% employer match about $10,046 at 4% or $6,697 at 6%; with 100% employer match about $7,534 at 4% or $5,023 at 6%.
2012115$45,645$10,602$707iApproximate average salary by contribution assumption: employee only about $17,670 at 4% or $11,780 at 6%; with 50% employer match about $11,780 at 4% or $7,853 at 6%; with 100% employer match about $8,835 at 4% or $5,890 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-15$45,645$10,602$707iApproximate average salary by contribution assumption: employee only about $17,670 at 4% or $11,780 at 6%; with 50% employer match about $11,780 at 4% or $7,853 at 6%; with 100% employer match about $8,835 at 4% or $5,890 at 6%.
2011114$72,432$6,691$478iApproximate average salary by contribution assumption: employee only about $11,948 at 4% or $7,965 at 6%; with 50% employer match about $7,965 at 4% or $5,310 at 6%; with 100% employer match about $5,974 at 4% or $3,983 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-14$72,432$6,691$478iApproximate average salary by contribution assumption: employee only about $11,948 at 4% or $7,965 at 6%; with 50% employer match about $7,965 at 4% or $5,310 at 6%; with 100% employer match about $5,974 at 4% or $3,983 at 6%.
2010110$67,376$16,341$1,634iApproximate average salary by contribution assumption: employee only about $40,853 at 4% or $27,235 at 6%; with 50% employer match about $27,235 at 4% or $18,157 at 6%; with 100% employer match about $20,426 at 4% or $13,618 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-10$67,376$16,341$1,634iApproximate average salary by contribution assumption: employee only about $40,853 at 4% or $27,235 at 6%; with 50% employer match about $27,235 at 4% or $18,157 at 6%; with 100% employer match about $20,426 at 4% or $13,618 at 6%.
2009113$44,350$13,250$1,019iApproximate average salary by contribution assumption: employee only about $25,481 at 4% or $16,987 at 6%; with 50% employer match about $16,987 at 4% or $11,325 at 6%; with 100% employer match about $12,740 at 4% or $8,494 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-13$44,350$13,250$1,019iApproximate average salary by contribution assumption: employee only about $25,481 at 4% or $16,987 at 6%; with 50% employer match about $16,987 at 4% or $11,325 at 6%; with 100% employer match about $12,740 at 4% or $8,494 at 6%.
2008114$27,134$6,559$469iApproximate average salary by contribution assumption: employee only about $11,713 at 4% or $7,808 at 6%; with 50% employer match about $7,808 at 4% or $5,206 at 6%; with 100% employer match about $5,856 at 4% or $3,904 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-14$27,134$6,559$469iApproximate average salary by contribution assumption: employee only about $11,713 at 4% or $7,808 at 6%; with 50% employer match about $7,808 at 4% or $5,206 at 6%; with 100% employer match about $5,856 at 4% or $3,904 at 6%.
200719$33,973$3,282$365iApproximate average salary by contribution assumption: employee only about $9,117 at 4% or $6,078 at 6%; with 50% employer match about $6,078 at 4% or $4,052 at 6%; with 100% employer match about $4,558 at 4% or $3,039 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-9$33,973$3,282$365iApproximate average salary by contribution assumption: employee only about $9,117 at 4% or $6,078 at 6%; with 50% employer match about $6,078 at 4% or $4,052 at 6%; with 100% employer match about $4,558 at 4% or $3,039 at 6%.
2006114$33,283$30,653$2,190iApproximate average salary by contribution assumption: employee only about $54,738 at 4% or $36,492 at 6%; with 50% employer match about $36,492 at 4% or $24,328 at 6%; with 100% employer match about $27,369 at 4% or $18,246 at 6%.
Peterson Insurance Services Inc. 401(K) Plan-14$33,283$30,653$2,190iApproximate average salary by contribution assumption: employee only about $54,738 at 4% or $36,492 at 6%; with 50% employer match about $36,492 at 4% or $24,328 at 6%; with 100% employer match about $27,369 at 4% or $18,246 at 6%.
2005113$0$0-
Peterson Insurance Services Inc. 401(K) Plan-13---