Maximus Insurance Agency
Plan context: Maximus Insurance Agency 401(K) Plan
EIN 26-2104964 • Massapequa, NY • 16 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,427,074
2025 Contributions
$401,206
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 5 | $1,427,074 | $401,206 | $80,241iApproximate average salary by contribution assumption: employee only about $2,006,030 at 4% or $1,337,353 at 6%; with 50% employer match about $1,337,353 at 4% or $891,569 at 6%; with 100% employer match about $1,003,015 at 4% or $668,677 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 5 | $780,915 | $96,206 | $19,241iApproximate average salary by contribution assumption: employee only about $481,030 at 4% or $320,687 at 6%; with 50% employer match about $320,687 at 4% or $213,791 at 6%; with 100% employer match about $240,515 at 4% or $160,343 at 6%. |
| MAXIMUS INSURANCE AGENCY CASH BALANCE PLAN | - | 4 | $646,159 | $305,000 | $76,250iApproximate average salary by contribution assumption: employee only about $1,906,250 at 4% or $1,270,833 at 6%; with 50% employer match about $1,270,833 at 4% or $847,222 at 6%; with 100% employer match about $953,125 at 4% or $635,417 at 6%. |
| 2024 | 2 | 6 | $938,920 | $361,175 | $60,196iApproximate average salary by contribution assumption: employee only about $1,504,896 at 4% or $1,003,264 at 6%; with 50% employer match about $1,003,264 at 4% or $668,843 at 6%; with 100% employer match about $752,448 at 4% or $501,632 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 6 | $633,444 | $55,699 | $9,283iApproximate average salary by contribution assumption: employee only about $232,079 at 4% or $154,719 at 6%; with 50% employer match about $154,719 at 4% or $103,146 at 6%; with 100% employer match about $116,040 at 4% or $77,360 at 6%. |
| MAXIMUS INSURANCE AGENCY CASH BALANCE PLAN | - | 5 | $305,476 | $305,476 | $61,095iApproximate average salary by contribution assumption: employee only about $1,527,380 at 4% or $1,018,253 at 6%; with 50% employer match about $1,018,253 at 4% or $678,836 at 6%; with 100% employer match about $763,690 at 4% or $509,127 at 6%. |
| 2023 | 1 | 10 | $564,842 | $62,770 | $6,277iApproximate average salary by contribution assumption: employee only about $156,925 at 4% or $104,617 at 6%; with 50% employer match about $104,617 at 4% or $69,744 at 6%; with 100% employer match about $78,463 at 4% or $52,308 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 10 | $564,842 | $62,770 | $6,277iApproximate average salary by contribution assumption: employee only about $156,925 at 4% or $104,617 at 6%; with 50% employer match about $104,617 at 4% or $69,744 at 6%; with 100% employer match about $78,463 at 4% or $52,308 at 6%. |
| 2022 | 1 | 9 | $424,430 | $33,885 | $3,765iApproximate average salary by contribution assumption: employee only about $94,125 at 4% or $62,750 at 6%; with 50% employer match about $62,750 at 4% or $41,833 at 6%; with 100% employer match about $47,063 at 4% or $31,375 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 9 | $424,430 | $33,885 | $3,765iApproximate average salary by contribution assumption: employee only about $94,125 at 4% or $62,750 at 6%; with 50% employer match about $62,750 at 4% or $41,833 at 6%; with 100% employer match about $47,063 at 4% or $31,375 at 6%. |
| 2021 | 1 | 14 | $490,709 | $49,351 | $3,525iApproximate average salary by contribution assumption: employee only about $88,127 at 4% or $58,751 at 6%; with 50% employer match about $58,751 at 4% or $39,167 at 6%; with 100% employer match about $44,063 at 4% or $29,376 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 14 | $490,709 | $49,351 | $3,525iApproximate average salary by contribution assumption: employee only about $88,127 at 4% or $58,751 at 6%; with 50% employer match about $58,751 at 4% or $39,167 at 6%; with 100% employer match about $44,063 at 4% or $29,376 at 6%. |
| 2020 | 1 | 12 | $386,605 | $37,199 | $3,100iApproximate average salary by contribution assumption: employee only about $77,498 at 4% or $51,665 at 6%; with 50% employer match about $51,665 at 4% or $34,444 at 6%; with 100% employer match about $38,749 at 4% or $25,833 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 12 | $386,605 | $37,199 | $3,100iApproximate average salary by contribution assumption: employee only about $77,498 at 4% or $51,665 at 6%; with 50% employer match about $51,665 at 4% or $34,444 at 6%; with 100% employer match about $38,749 at 4% or $25,833 at 6%. |
| 2019 | 1 | 11 | $297,138 | $40,055 | $3,641iApproximate average salary by contribution assumption: employee only about $91,034 at 4% or $60,689 at 6%; with 50% employer match about $60,689 at 4% or $40,460 at 6%; with 100% employer match about $45,517 at 4% or $30,345 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 11 | $297,138 | $40,055 | $3,641iApproximate average salary by contribution assumption: employee only about $91,034 at 4% or $60,689 at 6%; with 50% employer match about $60,689 at 4% or $40,460 at 6%; with 100% employer match about $45,517 at 4% or $30,345 at 6%. |
| 2018 | 1 | 7 | $281,079 | $53,249 | $7,607iApproximate average salary by contribution assumption: employee only about $190,175 at 4% or $126,783 at 6%; with 50% employer match about $126,783 at 4% or $84,522 at 6%; with 100% employer match about $95,088 at 4% or $63,392 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 7 | $281,079 | $53,249 | $7,607iApproximate average salary by contribution assumption: employee only about $190,175 at 4% or $126,783 at 6%; with 50% employer match about $126,783 at 4% or $84,522 at 6%; with 100% employer match about $95,088 at 4% or $63,392 at 6%. |
| 2017 | 1 | 6 | $356,754 | $58,083 | $9,681iApproximate average salary by contribution assumption: employee only about $242,013 at 4% or $161,342 at 6%; with 50% employer match about $161,342 at 4% or $107,561 at 6%; with 100% employer match about $121,006 at 4% or $80,671 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 6 | $356,754 | $58,083 | $9,681iApproximate average salary by contribution assumption: employee only about $242,013 at 4% or $161,342 at 6%; with 50% employer match about $161,342 at 4% or $107,561 at 6%; with 100% employer match about $121,006 at 4% or $80,671 at 6%. |
| 2016 | 1 | 6 | $256,986 | $51,280 | $8,547iApproximate average salary by contribution assumption: employee only about $213,667 at 4% or $142,444 at 6%; with 50% employer match about $142,444 at 4% or $94,963 at 6%; with 100% employer match about $106,833 at 4% or $71,222 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 6 | $256,986 | $51,280 | $8,547iApproximate average salary by contribution assumption: employee only about $213,667 at 4% or $142,444 at 6%; with 50% employer match about $142,444 at 4% or $94,963 at 6%; with 100% employer match about $106,833 at 4% or $71,222 at 6%. |
| 2015 | 1 | 5 | $196,105 | $59,307 | $11,861iApproximate average salary by contribution assumption: employee only about $296,535 at 4% or $197,690 at 6%; with 50% employer match about $197,690 at 4% or $131,793 at 6%; with 100% employer match about $148,268 at 4% or $98,845 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 5 | $196,105 | $59,307 | $11,861iApproximate average salary by contribution assumption: employee only about $296,535 at 4% or $197,690 at 6%; with 50% employer match about $197,690 at 4% or $131,793 at 6%; with 100% employer match about $148,268 at 4% or $98,845 at 6%. |
| 2014 | 1 | 5 | $153,886 | $54,434 | $10,887iApproximate average salary by contribution assumption: employee only about $272,170 at 4% or $181,447 at 6%; with 50% employer match about $181,447 at 4% or $120,964 at 6%; with 100% employer match about $136,085 at 4% or $90,723 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 5 | $153,886 | $54,434 | $10,887iApproximate average salary by contribution assumption: employee only about $272,170 at 4% or $181,447 at 6%; with 50% employer match about $181,447 at 4% or $120,964 at 6%; with 100% employer match about $136,085 at 4% or $90,723 at 6%. |
| 2013 | 1 | 5 | $101,216 | $56,141 | $11,228iApproximate average salary by contribution assumption: employee only about $280,705 at 4% or $187,137 at 6%; with 50% employer match about $187,137 at 4% or $124,758 at 6%; with 100% employer match about $140,353 at 4% or $93,568 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 5 | $101,216 | $56,141 | $11,228iApproximate average salary by contribution assumption: employee only about $280,705 at 4% or $187,137 at 6%; with 50% employer match about $187,137 at 4% or $124,758 at 6%; with 100% employer match about $140,353 at 4% or $93,568 at 6%. |
| 2012 | 1 | 5 | $39,205 | $38,901 | $7,780iApproximate average salary by contribution assumption: employee only about $194,505 at 4% or $129,670 at 6%; with 50% employer match about $129,670 at 4% or $86,447 at 6%; with 100% employer match about $97,253 at 4% or $64,835 at 6%. |
| Maximus Insurance Agency 401(K) Plan | - | 5 | $39,205 | $38,901 | $7,780iApproximate average salary by contribution assumption: employee only about $194,505 at 4% or $129,670 at 6%; with 50% employer match about $129,670 at 4% or $86,447 at 6%; with 100% employer match about $97,253 at 4% or $64,835 at 6%. |