Civic Intelligence

DAVID LEVOY INSURANCE AGENCY, INC.

Plan context: DAVID LEVOY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST

EIN 27-2153126 • Loomis, CA • 15 filings • 4 plans

PO Box 30Loomis, CA 95650-0030
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,139,331

2025 Contributions

$79,348

Historical Graphs

Total Assets Over Time

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

$1,139,331$569,666$0201120182025YearValue
$1,139,331Latest year 2025

Participants Over Time

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

740201120182025YearValue
7Latest 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
202517$1,139,331$79,348$11,335iApproximate average salary by contribution assumption: employee only about $283,386 at 4% or $188,924 at 6%; with 50% employer match about $188,924 at 4% or $125,949 at 6%; with 100% employer match about $141,693 at 4% or $94,462 at 6%.
DAVID LEVOY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST-7$1,139,331$79,348$11,335iApproximate average salary by contribution assumption: employee only about $283,386 at 4% or $188,924 at 6%; with 50% employer match about $188,924 at 4% or $125,949 at 6%; with 100% employer match about $141,693 at 4% or $94,462 at 6%.
202417$1,004,554$76,329$10,904iApproximate average salary by contribution assumption: employee only about $272,604 at 4% or $181,736 at 6%; with 50% employer match about $181,736 at 4% or $121,157 at 6%; with 100% employer match about $136,302 at 4% or $90,868 at 6%.
DAVID LEVOY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST-7$1,004,554$76,329$10,904iApproximate average salary by contribution assumption: employee only about $272,604 at 4% or $181,736 at 6%; with 50% employer match about $181,736 at 4% or $121,157 at 6%; with 100% employer match about $136,302 at 4% or $90,868 at 6%.
202316$888,180$71,209$11,868iApproximate average salary by contribution assumption: employee only about $296,704 at 4% or $197,803 at 6%; with 50% employer match about $197,803 at 4% or $131,869 at 6%; with 100% employer match about $148,352 at 4% or $98,901 at 6%.
DAVID LEVOY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST-6$888,180$71,209$11,868iApproximate average salary by contribution assumption: employee only about $296,704 at 4% or $197,803 at 6%; with 50% employer match about $197,803 at 4% or $131,869 at 6%; with 100% employer match about $148,352 at 4% or $98,901 at 6%.
202216$794,952$67,724$11,287iApproximate average salary by contribution assumption: employee only about $282,183 at 4% or $188,122 at 6%; with 50% employer match about $188,122 at 4% or $125,415 at 6%; with 100% employer match about $141,092 at 4% or $94,061 at 6%.
DAVID LEVOY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST-6$794,952$67,724$11,287iApproximate average salary by contribution assumption: employee only about $282,183 at 4% or $188,122 at 6%; with 50% employer match about $188,122 at 4% or $125,415 at 6%; with 100% employer match about $141,092 at 4% or $94,061 at 6%.
202116$748,272$67,657$11,276iApproximate average salary by contribution assumption: employee only about $281,904 at 4% or $187,936 at 6%; with 50% employer match about $187,936 at 4% or $125,291 at 6%; with 100% employer match about $140,952 at 4% or $93,968 at 6%.
DAVID LEVOY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST-6$748,272$67,657$11,276iApproximate average salary by contribution assumption: employee only about $281,904 at 4% or $187,936 at 6%; with 50% employer match about $187,936 at 4% or $125,291 at 6%; with 100% employer match about $140,952 at 4% or $93,968 at 6%.
202017$677,724$66,745$9,535iApproximate average salary by contribution assumption: employee only about $238,375 at 4% or $158,917 at 6%; with 50% employer match about $158,917 at 4% or $105,944 at 6%; with 100% employer match about $119,188 at 4% or $79,458 at 6%.
DAVID LEVOY INSURANCE AGENCY, INC 401(K) PROFIT SHARING PLAN & TRUST-7$677,724$66,745$9,535iApproximate average salary by contribution assumption: employee only about $238,375 at 4% or $158,917 at 6%; with 50% employer match about $158,917 at 4% or $105,944 at 6%; with 100% employer match about $119,188 at 4% or $79,458 at 6%.
201916$733,543$62,144$10,357iApproximate average salary by contribution assumption: employee only about $258,933 at 4% or $172,622 at 6%; with 50% employer match about $172,622 at 4% or $115,081 at 6%; with 100% employer match about $129,467 at 4% or $86,311 at 6%.
DAVID LEVOY INSURANCE AGENCY, INC. 401(K) PLAN & TRUST-6$733,543$62,144$10,357iApproximate average salary by contribution assumption: employee only about $258,933 at 4% or $172,622 at 6%; with 50% employer match about $172,622 at 4% or $115,081 at 6%; with 100% employer match about $129,467 at 4% or $86,311 at 6%.
201816$579,766$54,471$9,079iApproximate average salary by contribution assumption: employee only about $226,963 at 4% or $151,308 at 6%; with 50% employer match about $151,308 at 4% or $100,872 at 6%; with 100% employer match about $113,481 at 4% or $75,654 at 6%.
DAVID LEVOY INSURANCE AGENCY, INC. 401(K) PLAN & TRUST-6$579,766$54,471$9,079iApproximate average salary by contribution assumption: employee only about $226,963 at 4% or $151,308 at 6%; with 50% employer match about $151,308 at 4% or $100,872 at 6%; with 100% employer match about $113,481 at 4% or $75,654 at 6%.
201717$585,677$53,930$7,704iApproximate average salary by contribution assumption: employee only about $192,607 at 4% or $128,405 at 6%; with 50% employer match about $128,405 at 4% or $85,603 at 6%; with 100% employer match about $96,304 at 4% or $64,202 at 6%.
DAVID LEVOY INSURANCE AGENCY, INC. 401(K) PLAN & TRUST-7$585,677$53,930$7,704iApproximate average salary by contribution assumption: employee only about $192,607 at 4% or $128,405 at 6%; with 50% employer match about $128,405 at 4% or $85,603 at 6%; with 100% employer match about $96,304 at 4% or $64,202 at 6%.
201617$481,042$91,675$13,096iApproximate average salary by contribution assumption: employee only about $327,411 at 4% or $218,274 at 6%; with 50% employer match about $218,274 at 4% or $145,516 at 6%; with 100% employer match about $163,705 at 4% or $109,137 at 6%.
DAVID LEVOY INSURANCE AGENCY, INC. 401(K) PLAN & TRUST-7$481,042$91,675$13,096iApproximate average salary by contribution assumption: employee only about $327,411 at 4% or $218,274 at 6%; with 50% employer match about $218,274 at 4% or $145,516 at 6%; with 100% employer match about $163,705 at 4% or $109,137 at 6%.
201514$364,942$77,490$19,373iApproximate average salary by contribution assumption: employee only about $484,313 at 4% or $322,875 at 6%; with 50% employer match about $322,875 at 4% or $215,250 at 6%; with 100% employer match about $242,156 at 4% or $161,438 at 6%.
DAVID LEVOY INSURANCE AGENCY, INC. 401(K) PLAN & TRUST-4$364,942$77,490$19,373iApproximate average salary by contribution assumption: employee only about $484,313 at 4% or $322,875 at 6%; with 50% employer match about $322,875 at 4% or $215,250 at 6%; with 100% employer match about $242,156 at 4% or $161,438 at 6%.
201414$298,091$104,547$26,137iApproximate average salary by contribution assumption: employee only about $653,419 at 4% or $435,613 at 6%; with 50% employer match about $435,613 at 4% or $290,408 at 6%; with 100% employer match about $326,709 at 4% or $217,806 at 6%.
DAVID LEVOY INSURANCE AGENCY, INC. 401(K) PLAN & TRUST-4$298,091$104,547$26,137iApproximate average salary by contribution assumption: employee only about $653,419 at 4% or $435,613 at 6%; with 50% employer match about $435,613 at 4% or $290,408 at 6%; with 100% employer match about $326,709 at 4% or $217,806 at 6%.
201313$187,835$74,727$24,909iApproximate average salary by contribution assumption: employee only about $622,725 at 4% or $415,150 at 6%; with 50% employer match about $415,150 at 4% or $276,767 at 6%; with 100% employer match about $311,363 at 4% or $207,575 at 6%.
DAVID LEVOY INSURANCE AGENCY, INC. PROFIT SHARING PLAN & TRUST-3$187,835$74,727$24,909iApproximate average salary by contribution assumption: employee only about $622,725 at 4% or $415,150 at 6%; with 50% employer match about $415,150 at 4% or $276,767 at 6%; with 100% employer match about $311,363 at 4% or $207,575 at 6%.
201211$101,892$47,266$47,266iApproximate average salary by contribution assumption: employee only about $1,181,650 at 4% or $787,767 at 6%; with 50% employer match about $787,767 at 4% or $525,178 at 6%; with 100% employer match about $590,825 at 4% or $393,883 at 6%.
DAVID LEVOY INSURANCE AGENCY, INC. PROFIT SHARING PLAN & TRUST-1$101,892$47,266$47,266iApproximate average salary by contribution assumption: employee only about $1,181,650 at 4% or $787,767 at 6%; with 50% employer match about $787,767 at 4% or $525,178 at 6%; with 100% employer match about $590,825 at 4% or $393,883 at 6%.
201112$52,887$52,887$26,444iApproximate average salary by contribution assumption: employee only about $661,088 at 4% or $440,725 at 6%; with 50% employer match about $440,725 at 4% or $293,817 at 6%; with 100% employer match about $330,544 at 4% or $220,363 at 6%.
DAVID LEVOY INSURANCE AGENCY, INC. PROFIT SHARING PLAN & TRUST-2$52,887$52,887$26,444iApproximate average salary by contribution assumption: employee only about $661,088 at 4% or $440,725 at 6%; with 50% employer match about $440,725 at 4% or $293,817 at 6%; with 100% employer match about $330,544 at 4% or $220,363 at 6%.