Civic Intelligence

Inszone Insurance Services LLC

Plan context: Inszone Insurance Services LLC 401(K) Plan

EIN 26-0879471 • Rancho Cordova, CA • 13 filings • 5 plans

2721 Citrus Road, Ste. ARancho Cordova, CA 95742
Current Snapshot

Latest Year

2024

2024 Participants

718

2024 Assets

$13,907,805

2024 Contributions

$6,860,887

Historical Graphs

Total Assets Over Time

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

$13,907,805$6,953,903$0200920192024YearValue
$13,907,805Latest year 2024

Participants Over Time

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

7183590200920192024YearValue
718Latest year 2024

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
20241718$13,907,805$6,860,887$9,556iApproximate average salary by contribution assumption: employee only about $238,889 at 4% or $159,259 at 6%; with 50% employer match about $159,259 at 4% or $106,173 at 6%; with 100% employer match about $119,444 at 4% or $79,630 at 6%.
Inszone Insurance Services LLC 401(K) Plan-718$13,907,805$6,860,887$9,556iApproximate average salary by contribution assumption: employee only about $238,889 at 4% or $159,259 at 6%; with 50% employer match about $159,259 at 4% or $106,173 at 6%; with 100% employer match about $119,444 at 4% or $79,630 at 6%.
20231385$6,725,833$2,382,668$6,189iApproximate average salary by contribution assumption: employee only about $154,719 at 4% or $103,146 at 6%; with 50% employer match about $103,146 at 4% or $68,764 at 6%; with 100% employer match about $77,359 at 4% or $51,573 at 6%.
Inszone Insurance Services LLC 401(K) Plan-385$6,725,833$2,382,668$6,189iApproximate average salary by contribution assumption: employee only about $154,719 at 4% or $103,146 at 6%; with 50% employer match about $103,146 at 4% or $68,764 at 6%; with 100% employer match about $77,359 at 4% or $51,573 at 6%.
20221259$3,903,795$1,858,714$7,177iApproximate average salary by contribution assumption: employee only about $179,413 at 4% or $119,608 at 6%; with 50% employer match about $119,608 at 4% or $79,739 at 6%; with 100% employer match about $89,706 at 4% or $59,804 at 6%.
Inszone Insurance Services LLC 401(K) Plan-259$3,903,795$1,858,714$7,177iApproximate average salary by contribution assumption: employee only about $179,413 at 4% or $119,608 at 6%; with 50% employer match about $119,608 at 4% or $79,739 at 6%; with 100% employer match about $89,706 at 4% or $59,804 at 6%.
2021185$2,583,007$765,206$9,002iApproximate average salary by contribution assumption: employee only about $225,061 at 4% or $150,040 at 6%; with 50% employer match about $150,040 at 4% or $100,027 at 6%; with 100% employer match about $112,530 at 4% or $75,020 at 6%.
Inszone Insurance Services LLC 401(K) Plan-85$2,583,007$765,206$9,002iApproximate average salary by contribution assumption: employee only about $225,061 at 4% or $150,040 at 6%; with 50% employer match about $150,040 at 4% or $100,027 at 6%; with 100% employer match about $112,530 at 4% or $75,020 at 6%.
2020154$1,647,401$402,778$7,459iApproximate average salary by contribution assumption: employee only about $186,471 at 4% or $124,314 at 6%; with 50% employer match about $124,314 at 4% or $82,876 at 6%; with 100% employer match about $93,236 at 4% or $62,157 at 6%.
Inszone Insurance Services LLC 401(K) Plan-54$1,647,401$402,778$7,459iApproximate average salary by contribution assumption: employee only about $186,471 at 4% or $124,314 at 6%; with 50% employer match about $124,314 at 4% or $82,876 at 6%; with 100% employer match about $93,236 at 4% or $62,157 at 6%.
2019145$1,064,957$279,717$6,216iApproximate average salary by contribution assumption: employee only about $155,398 at 4% or $103,599 at 6%; with 50% employer match about $103,599 at 4% or $69,066 at 6%; with 100% employer match about $77,699 at 4% or $51,799 at 6%.
Inszone Insurance Services LLC 401(K) Plan-45$1,064,957$279,717$6,216iApproximate average salary by contribution assumption: employee only about $155,398 at 4% or $103,599 at 6%; with 50% employer match about $103,599 at 4% or $69,066 at 6%; with 100% employer match about $77,699 at 4% or $51,799 at 6%.
2018131$650,361$249,126$8,036iApproximate average salary by contribution assumption: employee only about $200,908 at 4% or $133,939 at 6%; with 50% employer match about $133,939 at 4% or $89,292 at 6%; with 100% employer match about $100,454 at 4% or $66,969 at 6%.
Inszone Insurance Services LLC 401(K) Plan-31$650,361$249,126$8,036iApproximate average salary by contribution assumption: employee only about $200,908 at 4% or $133,939 at 6%; with 50% employer match about $133,939 at 4% or $89,292 at 6%; with 100% employer match about $100,454 at 4% or $66,969 at 6%.
2017118$457,879$155,536$8,641iApproximate average salary by contribution assumption: employee only about $216,022 at 4% or $144,015 at 6%; with 50% employer match about $144,015 at 4% or $96,010 at 6%; with 100% employer match about $108,011 at 4% or $72,007 at 6%.
Inszone Insurance Services LLC 401(K) Plan-18$457,879$155,536$8,641iApproximate average salary by contribution assumption: employee only about $216,022 at 4% or $144,015 at 6%; with 50% employer match about $144,015 at 4% or $96,010 at 6%; with 100% employer match about $108,011 at 4% or $72,007 at 6%.
2016117$279,982$157,220$9,248iApproximate average salary by contribution assumption: employee only about $231,206 at 4% or $154,137 at 6%; with 50% employer match about $154,137 at 4% or $102,758 at 6%; with 100% employer match about $115,603 at 4% or $77,069 at 6%.
Inszone Insurance Services LLC 401(K) Plan-17$279,982$157,220$9,248iApproximate average salary by contribution assumption: employee only about $231,206 at 4% or $154,137 at 6%; with 50% employer match about $154,137 at 4% or $102,758 at 6%; with 100% employer match about $115,603 at 4% or $77,069 at 6%.
2015121$132,440$138,667$6,603iApproximate average salary by contribution assumption: employee only about $165,080 at 4% or $110,053 at 6%; with 50% employer match about $110,053 at 4% or $73,369 at 6%; with 100% employer match about $82,540 at 4% or $55,027 at 6%.
INSZONE INSURANCE SERVICES, INC. 401K PLAN-21$132,440$138,667$6,603iApproximate average salary by contribution assumption: employee only about $165,080 at 4% or $110,053 at 6%; with 50% employer match about $110,053 at 4% or $73,369 at 6%; with 100% employer match about $82,540 at 4% or $55,027 at 6%.
201110$0$12,738-
INSZONE INSURANCE SERVICES, INC. 401(K) PLAN-0$0$12,738-
201013$54,853$46,179$15,393iApproximate average salary by contribution assumption: employee only about $384,825 at 4% or $256,550 at 6%; with 50% employer match about $256,550 at 4% or $171,033 at 6%; with 100% employer match about $192,413 at 4% or $128,275 at 6%.
INSZONE INSURANCE SERVICES, INC. 401(K) PLAN-3$54,853$46,179$15,393iApproximate average salary by contribution assumption: employee only about $384,825 at 4% or $256,550 at 6%; with 50% employer match about $256,550 at 4% or $171,033 at 6%; with 100% employer match about $192,413 at 4% or $128,275 at 6%.
200912$649$649$325iApproximate average salary by contribution assumption: employee only about $8,113 at 4% or $5,408 at 6%; with 50% employer match about $5,408 at 4% or $3,606 at 6%; with 100% employer match about $4,056 at 4% or $2,704 at 6%.
INSZONE INSURANCE SERVICES, INC. 401(K) PLAN-2$649$649$325iApproximate average salary by contribution assumption: employee only about $8,113 at 4% or $5,408 at 6%; with 50% employer match about $5,408 at 4% or $3,606 at 6%; with 100% employer match about $4,056 at 4% or $2,704 at 6%.