Civic Intelligence

Falvey Insurance Group Ltd

Plan context: Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust

EIN 27-2098797 • North Kingstown, RI • 15 filings • 7 plans

66 White Cap DriveNorth Kingstown, RI 02852
Current Snapshot

Latest Year

2025

2025 Participants

226

2025 Assets

$18,210,983

2025 Contributions

$1,724,919

Historical Graphs

Total Assets Over Time

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

$18,210,983$9,105,492$0201720212024YearValue
$18,210,983Latest year 2024

Participants Over Time

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

2261130201720212025YearValue
226Latest year 2025

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
20251226$0$0-
Falvey Insurance Group Health and Welfare Plan-226---
20242176$18,210,983$1,724,919$9,801iApproximate average salary by contribution assumption: employee only about $245,017 at 4% or $163,345 at 6%; with 50% employer match about $163,345 at 4% or $108,896 at 6%; with 100% employer match about $122,508 at 4% or $81,672 at 6%.
Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust-176$18,210,983$1,724,919$9,801iApproximate average salary by contribution assumption: employee only about $245,017 at 4% or $163,345 at 6%; with 50% employer match about $163,345 at 4% or $108,896 at 6%; with 100% employer match about $122,508 at 4% or $81,672 at 6%.
Falvey Insurance Group Health and Welfare Plan-163---
20235145$14,812,797$1,519,254$10,478iApproximate average salary by contribution assumption: employee only about $261,940 at 4% or $174,627 at 6%; with 50% employer match about $174,627 at 4% or $116,418 at 6%; with 100% employer match about $130,970 at 4% or $87,313 at 6%.
Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust-145$14,812,797$1,519,254$10,478iApproximate average salary by contribution assumption: employee only about $261,940 at 4% or $174,627 at 6%; with 50% employer match about $174,627 at 4% or $116,418 at 6%; with 100% employer match about $130,970 at 4% or $87,313 at 6%.
Falvey Insurance Group Health and Welfare Plan-139---
FALVEY INSURACE GROUP MEDICAL PLAN-0---
FALVEY INSURANCE GROUP DENTAL PLAN-0---
FALVEY INSURANCE GROUP VISION PLAN-0---
20222136$12,167,787$1,214,621$8,931iApproximate average salary by contribution assumption: employee only about $223,276 at 4% or $148,851 at 6%; with 50% employer match about $148,851 at 4% or $99,234 at 6%; with 100% employer match about $111,638 at 4% or $74,425 at 6%.
Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust-131$12,167,787$1,214,621$9,272iApproximate average salary by contribution assumption: employee only about $231,798 at 4% or $154,532 at 6%; with 50% employer match about $154,532 at 4% or $103,021 at 6%; with 100% employer match about $115,899 at 4% or $77,266 at 6%.
Falvey Insurance Group Health and Welfare Plan-136---
20211106$13,525,236$1,137,284$10,729iApproximate average salary by contribution assumption: employee only about $268,227 at 4% or $178,818 at 6%; with 50% employer match about $178,818 at 4% or $119,212 at 6%; with 100% employer match about $134,114 at 4% or $89,409 at 6%.
Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust-106$13,525,236$1,137,284$10,729iApproximate average salary by contribution assumption: employee only about $268,227 at 4% or $178,818 at 6%; with 50% employer match about $178,818 at 4% or $119,212 at 6%; with 100% employer match about $134,114 at 4% or $89,409 at 6%.
2020190$11,478,139$988,634$10,985iApproximate average salary by contribution assumption: employee only about $274,621 at 4% or $183,080 at 6%; with 50% employer match about $183,080 at 4% or $122,054 at 6%; with 100% employer match about $137,310 at 4% or $91,540 at 6%.
Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust-90$11,478,139$988,634$10,985iApproximate average salary by contribution assumption: employee only about $274,621 at 4% or $183,080 at 6%; with 50% employer match about $183,080 at 4% or $122,054 at 6%; with 100% employer match about $137,310 at 4% or $91,540 at 6%.
2019190$8,946,148$677,074$7,523iApproximate average salary by contribution assumption: employee only about $188,076 at 4% or $125,384 at 6%; with 50% employer match about $125,384 at 4% or $83,589 at 6%; with 100% employer match about $94,038 at 4% or $62,692 at 6%.
Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust-90$8,946,148$677,074$7,523iApproximate average salary by contribution assumption: employee only about $188,076 at 4% or $125,384 at 6%; with 50% employer match about $125,384 at 4% or $83,589 at 6%; with 100% employer match about $94,038 at 4% or $62,692 at 6%.
2018192$7,867,045$691,636$7,518iApproximate average salary by contribution assumption: employee only about $187,945 at 4% or $125,296 at 6%; with 50% employer match about $125,296 at 4% or $83,531 at 6%; with 100% employer match about $93,972 at 4% or $62,648 at 6%.
Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust-92$7,867,045$691,636$7,518iApproximate average salary by contribution assumption: employee only about $187,945 at 4% or $125,296 at 6%; with 50% employer match about $125,296 at 4% or $83,531 at 6%; with 100% employer match about $93,972 at 4% or $62,648 at 6%.
20171100$7,852,010$795,768$7,958iApproximate average salary by contribution assumption: employee only about $198,942 at 4% or $132,628 at 6%; with 50% employer match about $132,628 at 4% or $88,419 at 6%; with 100% employer match about $99,471 at 4% or $66,314 at 6%.
Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust-100$7,852,010$795,768$7,958iApproximate average salary by contribution assumption: employee only about $198,942 at 4% or $132,628 at 6%; with 50% employer match about $132,628 at 4% or $88,419 at 6%; with 100% employer match about $99,471 at 4% or $66,314 at 6%.