Civic Intelligence

Conner & Duffer Insurance Agency

Plan context: CONNER & DUFFER INSURANCE AGENCY 401(K) PS PLAN

EIN 26-0012136 • New Boston, TX • 18 filings • 2 plans

305 N. CenterNew Boston, TX 75570
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$99,603

2019 Contributions

$25,746

Historical Graphs

Total Assets Over Time

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

$1,046,361$523,181$0200320122019YearValue
$99,603Latest year 2019

Participants Over Time

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

420200220112019YearValue
3Latest year 2019

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
201913$99,603$25,746$8,582iApproximate average salary by contribution assumption: employee only about $214,550 at 4% or $143,033 at 6%; with 50% employer match about $143,033 at 4% or $95,356 at 6%; with 100% employer match about $107,275 at 4% or $71,517 at 6%.
CONNER & DUFFER INSURANCE AGENCY 401(K) PS PLAN-3$99,603$25,746$8,582iApproximate average salary by contribution assumption: employee only about $214,550 at 4% or $143,033 at 6%; with 50% employer match about $143,033 at 4% or $95,356 at 6%; with 100% employer match about $107,275 at 4% or $71,517 at 6%.
201813$31,764$7,940$2,647iApproximate average salary by contribution assumption: employee only about $66,167 at 4% or $44,111 at 6%; with 50% employer match about $44,111 at 4% or $29,407 at 6%; with 100% employer match about $33,083 at 4% or $22,056 at 6%.
CONNER & DUFFER INSURANCE AGENCY 401(K) PS PLAN-3$31,764$7,940$2,647iApproximate average salary by contribution assumption: employee only about $66,167 at 4% or $44,111 at 6%; with 50% employer match about $44,111 at 4% or $29,407 at 6%; with 100% employer match about $33,083 at 4% or $22,056 at 6%.
201713$114,852$47,157$15,719iApproximate average salary by contribution assumption: employee only about $392,975 at 4% or $261,983 at 6%; with 50% employer match about $261,983 at 4% or $174,656 at 6%; with 100% employer match about $196,488 at 4% or $130,992 at 6%.
CONNER & DUFFER INSURANCE AGENCY 401(K) PS PLAN-3$114,852$47,157$15,719iApproximate average salary by contribution assumption: employee only about $392,975 at 4% or $261,983 at 6%; with 50% employer match about $261,983 at 4% or $174,656 at 6%; with 100% employer match about $196,488 at 4% or $130,992 at 6%.
201613$110,199$48,950$16,317iApproximate average salary by contribution assumption: employee only about $407,917 at 4% or $271,944 at 6%; with 50% employer match about $271,944 at 4% or $181,296 at 6%; with 100% employer match about $203,958 at 4% or $135,972 at 6%.
CONNER & DUFFER INSURANCE AGENCY 401(K) PS PLAN-3$110,199$48,950$16,317iApproximate average salary by contribution assumption: employee only about $407,917 at 4% or $271,944 at 6%; with 50% employer match about $271,944 at 4% or $181,296 at 6%; with 100% employer match about $203,958 at 4% or $135,972 at 6%.
201513$131,949$48,609$16,203iApproximate average salary by contribution assumption: employee only about $405,075 at 4% or $270,050 at 6%; with 50% employer match about $270,050 at 4% or $180,033 at 6%; with 100% employer match about $202,538 at 4% or $135,025 at 6%.
CONNER & DUFFER INSURANCE AGENCY 401(K) PS PLAN-3$131,949$48,609$16,203iApproximate average salary by contribution assumption: employee only about $405,075 at 4% or $270,050 at 6%; with 50% employer match about $270,050 at 4% or $180,033 at 6%; with 100% employer match about $202,538 at 4% or $135,025 at 6%.
201413$314,363$45,380$15,127iApproximate average salary by contribution assumption: employee only about $378,167 at 4% or $252,111 at 6%; with 50% employer match about $252,111 at 4% or $168,074 at 6%; with 100% employer match about $189,083 at 4% or $126,056 at 6%.
CONNER & DUFFER INSURANCE AGENCY 401(K) PS PLAN-3$314,363$45,380$15,127iApproximate average salary by contribution assumption: employee only about $378,167 at 4% or $252,111 at 6%; with 50% employer match about $252,111 at 4% or $168,074 at 6%; with 100% employer match about $189,083 at 4% or $126,056 at 6%.
201313$259,465$45,753$15,251iApproximate average salary by contribution assumption: employee only about $381,275 at 4% or $254,183 at 6%; with 50% employer match about $254,183 at 4% or $169,456 at 6%; with 100% employer match about $190,638 at 4% or $127,092 at 6%.
CONNER & DUFFER INSURANCE AGENCY 401(K) PS PLAN-3$259,465$45,753$15,251iApproximate average salary by contribution assumption: employee only about $381,275 at 4% or $254,183 at 6%; with 50% employer match about $254,183 at 4% or $169,456 at 6%; with 100% employer match about $190,638 at 4% or $127,092 at 6%.
201214$177,926$34,970$8,743iApproximate average salary by contribution assumption: employee only about $218,563 at 4% or $145,708 at 6%; with 50% employer match about $145,708 at 4% or $97,139 at 6%; with 100% employer match about $109,281 at 4% or $72,854 at 6%.
CONNER & DUFFER INSURANCE AGENCY 401(K) PS PLAN-4$177,926$34,970$8,743iApproximate average salary by contribution assumption: employee only about $218,563 at 4% or $145,708 at 6%; with 50% employer match about $145,708 at 4% or $97,139 at 6%; with 100% employer match about $109,281 at 4% or $72,854 at 6%.
201114$129,040$43,857$10,964iApproximate average salary by contribution assumption: employee only about $274,106 at 4% or $182,738 at 6%; with 50% employer match about $182,738 at 4% or $121,825 at 6%; with 100% employer match about $137,053 at 4% or $91,369 at 6%.
CONNER & DUFFER INSURANCE AGENCY 401(K) PS PLAN-4$129,040$43,857$10,964iApproximate average salary by contribution assumption: employee only about $274,106 at 4% or $182,738 at 6%; with 50% employer match about $182,738 at 4% or $121,825 at 6%; with 100% employer match about $137,053 at 4% or $91,369 at 6%.
201013$92,853$51,013$17,004iApproximate average salary by contribution assumption: employee only about $425,108 at 4% or $283,406 at 6%; with 50% employer match about $283,406 at 4% or $188,937 at 6%; with 100% employer match about $212,554 at 4% or $141,703 at 6%.
CONNER & DUFFER INSURANCE AGENCY 401(K) PS PLAN-3$92,853$51,013$17,004iApproximate average salary by contribution assumption: employee only about $425,108 at 4% or $283,406 at 6%; with 50% employer match about $283,406 at 4% or $188,937 at 6%; with 100% employer match about $212,554 at 4% or $141,703 at 6%.
200912$59,597$58,316$29,158iApproximate average salary by contribution assumption: employee only about $728,950 at 4% or $485,967 at 6%; with 50% employer match about $485,967 at 4% or $323,978 at 6%; with 100% employer match about $364,475 at 4% or $242,983 at 6%.
CONNER & DUFFER INSURANCE AGENCY 401(K) PS PLAN-2$59,597$58,316$29,158iApproximate average salary by contribution assumption: employee only about $728,950 at 4% or $485,967 at 6%; with 50% employer match about $485,967 at 4% or $323,978 at 6%; with 100% employer match about $364,475 at 4% or $242,983 at 6%.
200814$0$0-
Conner & Duffer Insurance Agency Retirement Plan-4---
200714$1,046,361$85,068$21,267iApproximate average salary by contribution assumption: employee only about $531,675 at 4% or $354,450 at 6%; with 50% employer match about $354,450 at 4% or $236,300 at 6%; with 100% employer match about $265,838 at 4% or $177,225 at 6%.
Conner & Duffer Insurance Agency Retirement Plan-4$1,046,361$85,068$21,267iApproximate average salary by contribution assumption: employee only about $531,675 at 4% or $354,450 at 6%; with 50% employer match about $354,450 at 4% or $236,300 at 6%; with 100% employer match about $265,838 at 4% or $177,225 at 6%.
200614$897,299$87,327$21,832iApproximate average salary by contribution assumption: employee only about $545,794 at 4% or $363,863 at 6%; with 50% employer match about $363,863 at 4% or $242,575 at 6%; with 100% employer match about $272,897 at 4% or $181,931 at 6%.
Conner & Duffer Insurance Agency Retirement Plan-4$897,299$87,327$21,832iApproximate average salary by contribution assumption: employee only about $545,794 at 4% or $363,863 at 6%; with 50% employer match about $363,863 at 4% or $242,575 at 6%; with 100% employer match about $272,897 at 4% or $181,931 at 6%.
200514$774,458$208,089$52,022iApproximate average salary by contribution assumption: employee only about $1,300,556 at 4% or $867,038 at 6%; with 50% employer match about $867,038 at 4% or $578,025 at 6%; with 100% employer match about $650,278 at 4% or $433,519 at 6%.
Conner & Duffer Insurance Agency Retirement Plan-4$774,458$208,089$52,022iApproximate average salary by contribution assumption: employee only about $1,300,556 at 4% or $867,038 at 6%; with 50% employer match about $867,038 at 4% or $578,025 at 6%; with 100% employer match about $650,278 at 4% or $433,519 at 6%.
200414$571,454$203,376$50,844iApproximate average salary by contribution assumption: employee only about $1,271,100 at 4% or $847,400 at 6%; with 50% employer match about $847,400 at 4% or $564,933 at 6%; with 100% employer match about $635,550 at 4% or $423,700 at 6%.
Conner & Duffer Insurance Agency Retirement Plan-4$571,454$203,376$50,844iApproximate average salary by contribution assumption: employee only about $1,271,100 at 4% or $847,400 at 6%; with 50% employer match about $847,400 at 4% or $564,933 at 6%; with 100% employer match about $635,550 at 4% or $423,700 at 6%.
200314$355,773$244,754$61,189iApproximate average salary by contribution assumption: employee only about $1,529,713 at 4% or $1,019,808 at 6%; with 50% employer match about $1,019,808 at 4% or $679,872 at 6%; with 100% employer match about $764,856 at 4% or $509,904 at 6%.
Conner & Duffer Insurance Agency Retirement Plan-4$355,773$244,754$61,189iApproximate average salary by contribution assumption: employee only about $1,529,713 at 4% or $1,019,808 at 6%; with 50% employer match about $1,019,808 at 4% or $679,872 at 6%; with 100% employer match about $764,856 at 4% or $509,904 at 6%.
200214$0$0-
Conner & Duffer Insurance Agency Retirement Plan-4---