Civic Intelligence

Insurance Advantage LLC

Plan context: Insurance Advantage LLC 401(K) Profit Sharing Plan

EIN 26-1643679 • Honolulu, HI • 12 filings • 2 plans

1314 South King Street, Suite 661Honolulu, HI 96814
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$1,595,406

2019 Contributions

$72,648

Historical Graphs

Total Assets Over Time

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

$1,595,406$797,703$0200820132018YearValue
$1,595,406Latest year 2018

Participants Over Time

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

530200820132018YearValue
5Latest year 2018

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
201910$0$72,648-
Insurance Advantage LLC 401(K) Profit Sharing Plan-0$0$72,648-
201815$1,595,406$100,943$20,189iApproximate average salary by contribution assumption: employee only about $504,715 at 4% or $336,477 at 6%; with 50% employer match about $336,477 at 4% or $224,318 at 6%; with 100% employer match about $252,357 at 4% or $168,238 at 6%.
Insurance Advantage LLC 401(K) Profit Sharing Plan-5$1,595,406$100,943$20,189iApproximate average salary by contribution assumption: employee only about $504,715 at 4% or $336,477 at 6%; with 50% employer match about $336,477 at 4% or $224,318 at 6%; with 100% employer match about $252,357 at 4% or $168,238 at 6%.
201715$1,571,111$98,925$19,785iApproximate average salary by contribution assumption: employee only about $494,625 at 4% or $329,750 at 6%; with 50% employer match about $329,750 at 4% or $219,833 at 6%; with 100% employer match about $247,313 at 4% or $164,875 at 6%.
Insurance Advantage LLC 401(K) Profit Sharing Plan-5$1,571,111$98,925$19,785iApproximate average salary by contribution assumption: employee only about $494,625 at 4% or $329,750 at 6%; with 50% employer match about $329,750 at 4% or $219,833 at 6%; with 100% employer match about $247,313 at 4% or $164,875 at 6%.
201614$1,363,020$82,839$20,710iApproximate average salary by contribution assumption: employee only about $517,744 at 4% or $345,163 at 6%; with 50% employer match about $345,163 at 4% or $230,108 at 6%; with 100% employer match about $258,872 at 4% or $172,581 at 6%.
Insurance Advantage LLC 401(K) Profit Sharing Plan-4$1,363,020$82,839$20,710iApproximate average salary by contribution assumption: employee only about $517,744 at 4% or $345,163 at 6%; with 50% employer match about $345,163 at 4% or $230,108 at 6%; with 100% employer match about $258,872 at 4% or $172,581 at 6%.
201513$1,231,229$130,350$43,450iApproximate average salary by contribution assumption: employee only about $1,086,250 at 4% or $724,167 at 6%; with 50% employer match about $724,167 at 4% or $482,778 at 6%; with 100% employer match about $543,125 at 4% or $362,083 at 6%.
Insurance Advantage LLC 401(K) Profit Sharing Plan-3$1,231,229$130,350$43,450iApproximate average salary by contribution assumption: employee only about $1,086,250 at 4% or $724,167 at 6%; with 50% employer match about $724,167 at 4% or $482,778 at 6%; with 100% employer match about $543,125 at 4% or $362,083 at 6%.
201413$1,161,379$126,875$42,292iApproximate average salary by contribution assumption: employee only about $1,057,292 at 4% or $704,861 at 6%; with 50% employer match about $704,861 at 4% or $469,907 at 6%; with 100% employer match about $528,646 at 4% or $352,431 at 6%.
Insurance Advantage LLC 401(K) Profit Sharing Plan-3$1,161,379$126,875$42,292iApproximate average salary by contribution assumption: employee only about $1,057,292 at 4% or $704,861 at 6%; with 50% employer match about $704,861 at 4% or $469,907 at 6%; with 100% employer match about $528,646 at 4% or $352,431 at 6%.
201313$979,895$174,661$58,220iApproximate average salary by contribution assumption: employee only about $1,455,508 at 4% or $970,339 at 6%; with 50% employer match about $970,339 at 4% or $646,893 at 6%; with 100% employer match about $727,754 at 4% or $485,169 at 6%.
Insurance Advantage LLC 401(K) Profit Sharing Plan-3$979,895$174,661$58,220iApproximate average salary by contribution assumption: employee only about $1,455,508 at 4% or $970,339 at 6%; with 50% employer match about $970,339 at 4% or $646,893 at 6%; with 100% employer match about $727,754 at 4% or $485,169 at 6%.
201214$840,454$138,003$34,501iApproximate average salary by contribution assumption: employee only about $862,519 at 4% or $575,013 at 6%; with 50% employer match about $575,013 at 4% or $383,342 at 6%; with 100% employer match about $431,259 at 4% or $287,506 at 6%.
Insurance Advantage LLC 401(K) Profit Sharing Plan-4$840,454$138,003$34,501iApproximate average salary by contribution assumption: employee only about $862,519 at 4% or $575,013 at 6%; with 50% employer match about $575,013 at 4% or $383,342 at 6%; with 100% employer match about $431,259 at 4% or $287,506 at 6%.
201115$640,686$149,745$29,949iApproximate average salary by contribution assumption: employee only about $748,725 at 4% or $499,150 at 6%; with 50% employer match about $499,150 at 4% or $332,767 at 6%; with 100% employer match about $374,363 at 4% or $249,575 at 6%.
Insurance Advantage LLC 401(K) Profit Sharing Plan-5$640,686$149,745$29,949iApproximate average salary by contribution assumption: employee only about $748,725 at 4% or $499,150 at 6%; with 50% employer match about $499,150 at 4% or $332,767 at 6%; with 100% employer match about $374,363 at 4% or $249,575 at 6%.
201015$519,407$149,907$29,981iApproximate average salary by contribution assumption: employee only about $749,535 at 4% or $499,690 at 6%; with 50% employer match about $499,690 at 4% or $333,127 at 6%; with 100% employer match about $374,768 at 4% or $249,845 at 6%.
Insurance Advantage LLC 401(K) Profit Sharing Plan-5$519,407$149,907$29,981iApproximate average salary by contribution assumption: employee only about $749,535 at 4% or $499,690 at 6%; with 50% employer match about $499,690 at 4% or $333,127 at 6%; with 100% employer match about $374,768 at 4% or $249,845 at 6%.
200915$320,832$148,869$29,774iApproximate average salary by contribution assumption: employee only about $744,345 at 4% or $496,230 at 6%; with 50% employer match about $496,230 at 4% or $330,820 at 6%; with 100% employer match about $372,173 at 4% or $248,115 at 6%.
Insurance Advantage LLC 401(K) Profit Sharing Plan-5$320,832$148,869$29,774iApproximate average salary by contribution assumption: employee only about $744,345 at 4% or $496,230 at 6%; with 50% employer match about $496,230 at 4% or $330,820 at 6%; with 100% employer match about $372,173 at 4% or $248,115 at 6%.
200815$140,139$141,421$28,284iApproximate average salary by contribution assumption: employee only about $707,105 at 4% or $471,403 at 6%; with 50% employer match about $471,403 at 4% or $314,269 at 6%; with 100% employer match about $353,553 at 4% or $235,702 at 6%.
Insurance Advantage LLC 401(K) Profit Sharing Plan-5$140,139$141,421$28,284iApproximate average salary by contribution assumption: employee only about $707,105 at 4% or $471,403 at 6%; with 50% employer match about $471,403 at 4% or $314,269 at 6%; with 100% employer match about $353,553 at 4% or $235,702 at 6%.