Watkins Insurance & Benefits LLC
Plan context: WATKINS INSURANCE & BENEFITS, LLC CASH BALANCE PENSION PLAN
EIN 26-2602642 • Alexandria, LA • 9 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
5
2023 Assets
$414,868
2023 Contributions
$165,000
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| WATKINS INSURANCE & BENEFITS, LLC CASH BALANCE PENSION PLAN | - | 0 | $0 | $0 | - |
| 2022 | 2 | 5 | $414,868 | $165,000 | $33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%. |
| WATKINS INSURANCE & BENEFITS, LLC CASH BALANCE PENSION PLAN | - | 5 | $414,868 | $165,000 | $33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%. |
| Watkins Insurance & Benefits LLC 401(K) Plan | - | 0 | $0 | - | - |
| 2021 | 2 | 5 | $427,669 | $174,587 | $34,917iApproximate average salary by contribution assumption: employee only about $872,935 at 4% or $581,957 at 6%; with 50% employer match about $581,957 at 4% or $387,971 at 6%; with 100% employer match about $436,468 at 4% or $290,978 at 6%. |
| WATKINS INSURANCE & BENEFITS, LLC CASH BALANCE PENSION PLAN | - | 5 | $295,363 | $106,000 | $21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%. |
| Watkins Insurance & Benefits LLC 401(K) Plan | - | 5 | $132,306 | $68,587 | $13,717iApproximate average salary by contribution assumption: employee only about $342,935 at 4% or $228,623 at 6%; with 50% employer match about $228,623 at 4% or $152,416 at 6%; with 100% employer match about $171,468 at 4% or $114,312 at 6%. |
| 2020 | 2 | 5 | $209,749 | $99,759 | $19,952iApproximate average salary by contribution assumption: employee only about $498,795 at 4% or $332,530 at 6%; with 50% employer match about $332,530 at 4% or $221,687 at 6%; with 100% employer match about $249,398 at 4% or $166,265 at 6%. |
| WATKINS INSURANCE & BENEFITS, LLC CASH BALANCE PENSION PLAN | - | 5 | $153,458 | $67,500 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| Watkins Insurance & Benefits LLC 401(K) Plan | - | 5 | $56,291 | $32,259 | $6,452iApproximate average salary by contribution assumption: employee only about $161,295 at 4% or $107,530 at 6%; with 50% employer match about $107,530 at 4% or $71,687 at 6%; with 100% employer match about $80,648 at 4% or $53,765 at 6%. |
| 2019 | 2 | 5 | $62,559 | $62,559 | $12,512iApproximate average salary by contribution assumption: employee only about $312,795 at 4% or $208,530 at 6%; with 50% employer match about $208,530 at 4% or $139,020 at 6%; with 100% employer match about $156,398 at 4% or $104,265 at 6%. |
| WATKINS INSURANCE & BENEFITS, LLC CASH BALANCE PENSION PLAN | - | 5 | $49,985 | $49,985 | $9,997iApproximate average salary by contribution assumption: employee only about $249,925 at 4% or $166,617 at 6%; with 50% employer match about $166,617 at 4% or $111,078 at 6%; with 100% employer match about $124,963 at 4% or $83,308 at 6%. |
| Watkins Insurance & Benefits LLC 401(K) Plan | - | 5 | $12,574 | $12,574 | $2,515iApproximate average salary by contribution assumption: employee only about $62,870 at 4% or $41,913 at 6%; with 50% employer match about $41,913 at 4% or $27,942 at 6%; with 100% employer match about $31,435 at 4% or $20,957 at 6%. |