Civic Intelligence

Sachs Insurance Services

Plan context: Sachs Insurance Services 401(K) Profit Sharing Plan

EIN 26-2256365 • Stockton, CA • 15 filings • 1 plans

1024 West Robinhood Drive, Suite 6Stockton, CA 95207
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,535,617

2024 Contributions

$167,798

Historical Graphs

Total Assets Over Time

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

$2,535,617$1,267,809$0201020172024YearValue
$2,535,617Latest year 2024

Participants Over Time

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

740201020172024YearValue
5Latest 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
202415$2,535,617$167,798$33,560iApproximate average salary by contribution assumption: employee only about $838,990 at 4% or $559,327 at 6%; with 50% employer match about $559,327 at 4% or $372,884 at 6%; with 100% employer match about $419,495 at 4% or $279,663 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-5$2,535,617$167,798$33,560iApproximate average salary by contribution assumption: employee only about $838,990 at 4% or $559,327 at 6%; with 50% employer match about $559,327 at 4% or $372,884 at 6%; with 100% employer match about $419,495 at 4% or $279,663 at 6%.
202315$2,279,835$162,504$32,501iApproximate average salary by contribution assumption: employee only about $812,520 at 4% or $541,680 at 6%; with 50% employer match about $541,680 at 4% or $361,120 at 6%; with 100% employer match about $406,260 at 4% or $270,840 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-5$2,279,835$162,504$32,501iApproximate average salary by contribution assumption: employee only about $812,520 at 4% or $541,680 at 6%; with 50% employer match about $541,680 at 4% or $361,120 at 6%; with 100% employer match about $406,260 at 4% or $270,840 at 6%.
202215$2,046,873$148,950$29,790iApproximate average salary by contribution assumption: employee only about $744,750 at 4% or $496,500 at 6%; with 50% employer match about $496,500 at 4% or $331,000 at 6%; with 100% employer match about $372,375 at 4% or $248,250 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-5$2,046,873$148,950$29,790iApproximate average salary by contribution assumption: employee only about $744,750 at 4% or $496,500 at 6%; with 50% employer match about $496,500 at 4% or $331,000 at 6%; with 100% employer match about $372,375 at 4% or $248,250 at 6%.
202116$2,171,153$146,181$24,364iApproximate average salary by contribution assumption: employee only about $609,088 at 4% or $406,058 at 6%; with 50% employer match about $406,058 at 4% or $270,706 at 6%; with 100% employer match about $304,544 at 4% or $203,029 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-6$2,171,153$146,181$24,364iApproximate average salary by contribution assumption: employee only about $609,088 at 4% or $406,058 at 6%; with 50% employer match about $406,058 at 4% or $270,706 at 6%; with 100% employer match about $304,544 at 4% or $203,029 at 6%.
202016$1,938,644$143,308$23,885iApproximate average salary by contribution assumption: employee only about $597,117 at 4% or $398,078 at 6%; with 50% employer match about $398,078 at 4% or $265,385 at 6%; with 100% employer match about $298,558 at 4% or $199,039 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-6$1,938,644$143,308$23,885iApproximate average salary by contribution assumption: employee only about $597,117 at 4% or $398,078 at 6%; with 50% employer match about $398,078 at 4% or $265,385 at 6%; with 100% employer match about $298,558 at 4% or $199,039 at 6%.
201916$1,618,989$126,338$21,056iApproximate average salary by contribution assumption: employee only about $526,408 at 4% or $350,939 at 6%; with 50% employer match about $350,939 at 4% or $233,959 at 6%; with 100% employer match about $263,204 at 4% or $175,469 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-6$1,618,989$126,338$21,056iApproximate average salary by contribution assumption: employee only about $526,408 at 4% or $350,939 at 6%; with 50% employer match about $350,939 at 4% or $233,959 at 6%; with 100% employer match about $263,204 at 4% or $175,469 at 6%.
201816$1,365,735$119,424$19,904iApproximate average salary by contribution assumption: employee only about $497,600 at 4% or $331,733 at 6%; with 50% employer match about $331,733 at 4% or $221,156 at 6%; with 100% employer match about $248,800 at 4% or $165,867 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-6$1,365,735$119,424$19,904iApproximate average salary by contribution assumption: employee only about $497,600 at 4% or $331,733 at 6%; with 50% employer match about $331,733 at 4% or $221,156 at 6%; with 100% employer match about $248,800 at 4% or $165,867 at 6%.
201716$1,352,711$135,728$22,621iApproximate average salary by contribution assumption: employee only about $565,533 at 4% or $377,022 at 6%; with 50% employer match about $377,022 at 4% or $251,348 at 6%; with 100% employer match about $282,767 at 4% or $188,511 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-6$1,352,711$135,728$22,621iApproximate average salary by contribution assumption: employee only about $565,533 at 4% or $377,022 at 6%; with 50% employer match about $377,022 at 4% or $251,348 at 6%; with 100% employer match about $282,767 at 4% or $188,511 at 6%.
201617$1,156,285$341,968$48,853iApproximate average salary by contribution assumption: employee only about $1,221,314 at 4% or $814,210 at 6%; with 50% employer match about $814,210 at 4% or $542,806 at 6%; with 100% employer match about $610,657 at 4% or $407,105 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-7$1,156,285$341,968$48,853iApproximate average salary by contribution assumption: employee only about $1,221,314 at 4% or $814,210 at 6%; with 50% employer match about $814,210 at 4% or $542,806 at 6%; with 100% employer match about $610,657 at 4% or $407,105 at 6%.
201517$760,797$131,597$18,800iApproximate average salary by contribution assumption: employee only about $469,989 at 4% or $313,326 at 6%; with 50% employer match about $313,326 at 4% or $208,884 at 6%; with 100% employer match about $234,995 at 4% or $156,663 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-7$760,797$131,597$18,800iApproximate average salary by contribution assumption: employee only about $469,989 at 4% or $313,326 at 6%; with 50% employer match about $313,326 at 4% or $208,884 at 6%; with 100% employer match about $234,995 at 4% or $156,663 at 6%.
201417$658,454$125,344$17,906iApproximate average salary by contribution assumption: employee only about $447,657 at 4% or $298,438 at 6%; with 50% employer match about $298,438 at 4% or $198,959 at 6%; with 100% employer match about $223,829 at 4% or $149,219 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-7$658,454$125,344$17,906iApproximate average salary by contribution assumption: employee only about $447,657 at 4% or $298,438 at 6%; with 50% employer match about $298,438 at 4% or $198,959 at 6%; with 100% employer match about $223,829 at 4% or $149,219 at 6%.
201316$502,074$122,489$20,415iApproximate average salary by contribution assumption: employee only about $510,371 at 4% or $340,247 at 6%; with 50% employer match about $340,247 at 4% or $226,831 at 6%; with 100% employer match about $255,185 at 4% or $170,124 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-6$502,074$122,489$20,415iApproximate average salary by contribution assumption: employee only about $510,371 at 4% or $340,247 at 6%; with 50% employer match about $340,247 at 4% or $226,831 at 6%; with 100% employer match about $255,185 at 4% or $170,124 at 6%.
201216$368,846$119,187$19,865iApproximate average salary by contribution assumption: employee only about $496,613 at 4% or $331,075 at 6%; with 50% employer match about $331,075 at 4% or $220,717 at 6%; with 100% employer match about $248,306 at 4% or $165,538 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-6$368,846$119,187$19,865iApproximate average salary by contribution assumption: employee only about $496,613 at 4% or $331,075 at 6%; with 50% employer match about $331,075 at 4% or $220,717 at 6%; with 100% employer match about $248,306 at 4% or $165,538 at 6%.
201115$231,794$110,511$22,102iApproximate average salary by contribution assumption: employee only about $552,555 at 4% or $368,370 at 6%; with 50% employer match about $368,370 at 4% or $245,580 at 6%; with 100% employer match about $276,278 at 4% or $184,185 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-5$231,794$110,511$22,102iApproximate average salary by contribution assumption: employee only about $552,555 at 4% or $368,370 at 6%; with 50% employer match about $368,370 at 4% or $245,580 at 6%; with 100% employer match about $276,278 at 4% or $184,185 at 6%.
201015$117,239$116,868$23,374iApproximate average salary by contribution assumption: employee only about $584,340 at 4% or $389,560 at 6%; with 50% employer match about $389,560 at 4% or $259,707 at 6%; with 100% employer match about $292,170 at 4% or $194,780 at 6%.
Sachs Insurance Services 401(K) Profit Sharing Plan-5$117,239$116,868$23,374iApproximate average salary by contribution assumption: employee only about $584,340 at 4% or $389,560 at 6%; with 50% employer match about $389,560 at 4% or $259,707 at 6%; with 100% employer match about $292,170 at 4% or $194,780 at 6%.
Sachs Insurance Services | EIN 26-2256365 | 2024 Form 5500 Company Profile