BRANDON INSURANCE GROUP LLC
Plan context: BRANDON INSURANCE GROUP 401(K) PLAN
EIN 27-1625647 • Harleysville, PA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$690,228
2025 Contributions
$249,356
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 | 1 | 10 | $690,228 | $249,356 | $24,936iApproximate average salary by contribution assumption: employee only about $623,390 at 4% or $415,593 at 6%; with 50% employer match about $415,593 at 4% or $277,062 at 6%; with 100% employer match about $311,695 at 4% or $207,797 at 6%. |
| BRANDON INSURANCE GROUP 401(K) PLAN | - | 10 | $690,228 | $249,356 | $24,936iApproximate average salary by contribution assumption: employee only about $623,390 at 4% or $415,593 at 6%; with 50% employer match about $415,593 at 4% or $277,062 at 6%; with 100% employer match about $311,695 at 4% or $207,797 at 6%. |
| 2024 | 1 | 8 | $339,478 | $225,069 | $28,134iApproximate average salary by contribution assumption: employee only about $703,341 at 4% or $468,894 at 6%; with 50% employer match about $468,894 at 4% or $312,596 at 6%; with 100% employer match about $351,670 at 4% or $234,447 at 6%. |
| BRANDON INSURANCE GROUP 401(K) PLAN | - | 8 | $339,478 | $225,069 | $28,134iApproximate average salary by contribution assumption: employee only about $703,341 at 4% or $468,894 at 6%; with 50% employer match about $468,894 at 4% or $312,596 at 6%; with 100% employer match about $351,670 at 4% or $234,447 at 6%. |
| 2023 | 1 | 7 | $120,550 | $110,464 | $15,781iApproximate average salary by contribution assumption: employee only about $394,514 at 4% or $263,010 at 6%; with 50% employer match about $263,010 at 4% or $175,340 at 6%; with 100% employer match about $197,257 at 4% or $131,505 at 6%. |
| BRANDON INSURANCE GROUP 401(K) PLAN | - | 7 | $120,550 | $110,464 | $15,781iApproximate average salary by contribution assumption: employee only about $394,514 at 4% or $263,010 at 6%; with 50% employer match about $263,010 at 4% or $175,340 at 6%; with 100% employer match about $197,257 at 4% or $131,505 at 6%. |