Civic Intelligence

CAVALIER INSURANCE MARKETING S

Plan context: CAVALIER INSURANCE MARKETING S 401(K) PROFIT SHARING PLAN & TRUST

EIN 27-3218601 • Westlake Village, CA • 14 filings • 3 plans

2801 Townsgate Rd Ste 350Westlake Village, CA 91361-5838
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,054,711

2025 Contributions

$201,826

Historical Graphs

Total Assets Over Time

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

$1,054,711$527,356$0201220192025YearValue
$1,054,711Latest year 2025

Participants Over Time

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

1050201220192025YearValue
9Latest 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
202519$1,054,711$201,826$22,425iApproximate average salary by contribution assumption: employee only about $560,628 at 4% or $373,752 at 6%; with 50% employer match about $373,752 at 4% or $249,168 at 6%; with 100% employer match about $280,314 at 4% or $186,876 at 6%.
CAVALIER INSURANCE MARKETING S 401(K) PROFIT SHARING PLAN & TRUST-9$1,054,711$201,826$22,425iApproximate average salary by contribution assumption: employee only about $560,628 at 4% or $373,752 at 6%; with 50% employer match about $373,752 at 4% or $249,168 at 6%; with 100% employer match about $280,314 at 4% or $186,876 at 6%.
202418$767,001$56,168$7,021iApproximate average salary by contribution assumption: employee only about $175,525 at 4% or $117,017 at 6%; with 50% employer match about $117,017 at 4% or $78,011 at 6%; with 100% employer match about $87,763 at 4% or $58,508 at 6%.
CAVALIER INSURANCE MARKETING S 401(K) PROFIT SHARING PLAN & TRUST-8$767,001$56,168$7,021iApproximate average salary by contribution assumption: employee only about $175,525 at 4% or $117,017 at 6%; with 50% employer match about $117,017 at 4% or $78,011 at 6%; with 100% employer match about $87,763 at 4% or $58,508 at 6%.
202317$649,591$54,361$7,766iApproximate average salary by contribution assumption: employee only about $194,146 at 4% or $129,431 at 6%; with 50% employer match about $129,431 at 4% or $86,287 at 6%; with 100% employer match about $97,073 at 4% or $64,715 at 6%.
CAVALIER INSURANCE MARKETING S 401(K) PROFIT SHARING PLAN & TRUST-7$649,591$54,361$7,766iApproximate average salary by contribution assumption: employee only about $194,146 at 4% or $129,431 at 6%; with 50% employer match about $129,431 at 4% or $86,287 at 6%; with 100% employer match about $97,073 at 4% or $64,715 at 6%.
202218$540,357$70,862$8,858iApproximate average salary by contribution assumption: employee only about $221,444 at 4% or $147,629 at 6%; with 50% employer match about $147,629 at 4% or $98,419 at 6%; with 100% employer match about $110,722 at 4% or $73,815 at 6%.
CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K)-8$540,357$70,862$8,858iApproximate average salary by contribution assumption: employee only about $221,444 at 4% or $147,629 at 6%; with 50% employer match about $147,629 at 4% or $98,419 at 6%; with 100% employer match about $110,722 at 4% or $73,815 at 6%.
2021110$706,575$71,858$7,186iApproximate average salary by contribution assumption: employee only about $179,645 at 4% or $119,763 at 6%; with 50% employer match about $119,763 at 4% or $79,842 at 6%; with 100% employer match about $89,823 at 4% or $59,882 at 6%.
CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN-10$706,575$71,858$7,186iApproximate average salary by contribution assumption: employee only about $179,645 at 4% or $119,763 at 6%; with 50% employer match about $119,763 at 4% or $79,842 at 6%; with 100% employer match about $89,823 at 4% or $59,882 at 6%.
202017$552,310$69,921$9,989iApproximate average salary by contribution assumption: employee only about $249,718 at 4% or $166,479 at 6%; with 50% employer match about $166,479 at 4% or $110,986 at 6%; with 100% employer match about $124,859 at 4% or $83,239 at 6%.
CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN-7$552,310$69,921$9,989iApproximate average salary by contribution assumption: employee only about $249,718 at 4% or $166,479 at 6%; with 50% employer match about $166,479 at 4% or $110,986 at 6%; with 100% employer match about $124,859 at 4% or $83,239 at 6%.
201918$552,626$59,373$7,422iApproximate average salary by contribution assumption: employee only about $185,541 at 4% or $123,694 at 6%; with 50% employer match about $123,694 at 4% or $82,463 at 6%; with 100% employer match about $92,770 at 4% or $61,847 at 6%.
CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN-8$552,626$59,373$7,422iApproximate average salary by contribution assumption: employee only about $185,541 at 4% or $123,694 at 6%; with 50% employer match about $123,694 at 4% or $82,463 at 6%; with 100% employer match about $92,770 at 4% or $61,847 at 6%.
201817$403,405$53,313$7,616iApproximate average salary by contribution assumption: employee only about $190,404 at 4% or $126,936 at 6%; with 50% employer match about $126,936 at 4% or $84,624 at 6%; with 100% employer match about $95,202 at 4% or $63,468 at 6%.
CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN-7$403,405$53,313$7,616iApproximate average salary by contribution assumption: employee only about $190,404 at 4% or $126,936 at 6%; with 50% employer match about $126,936 at 4% or $84,624 at 6%; with 100% employer match about $95,202 at 4% or $63,468 at 6%.
201716$391,812$50,269$8,378iApproximate average salary by contribution assumption: employee only about $209,454 at 4% or $139,636 at 6%; with 50% employer match about $139,636 at 4% or $93,091 at 6%; with 100% employer match about $104,727 at 4% or $69,818 at 6%.
CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN-6$391,812$50,269$8,378iApproximate average salary by contribution assumption: employee only about $209,454 at 4% or $139,636 at 6%; with 50% employer match about $139,636 at 4% or $93,091 at 6%; with 100% employer match about $104,727 at 4% or $69,818 at 6%.
201616$308,010$50,635$8,439iApproximate average salary by contribution assumption: employee only about $210,979 at 4% or $140,653 at 6%; with 50% employer match about $140,653 at 4% or $93,769 at 6%; with 100% employer match about $105,490 at 4% or $70,326 at 6%.
CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN-6$308,010$50,635$8,439iApproximate average salary by contribution assumption: employee only about $210,979 at 4% or $140,653 at 6%; with 50% employer match about $140,653 at 4% or $93,769 at 6%; with 100% employer match about $105,490 at 4% or $70,326 at 6%.
201516$248,727$129,853$21,642iApproximate average salary by contribution assumption: employee only about $541,054 at 4% or $360,703 at 6%; with 50% employer match about $360,703 at 4% or $240,469 at 6%; with 100% employer match about $270,527 at 4% or $180,351 at 6%.
CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN-6$248,727$129,853$21,642iApproximate average salary by contribution assumption: employee only about $541,054 at 4% or $360,703 at 6%; with 50% employer match about $360,703 at 4% or $240,469 at 6%; with 100% employer match about $270,527 at 4% or $180,351 at 6%.
201416$137,705$31,864$5,311iApproximate average salary by contribution assumption: employee only about $132,767 at 4% or $88,511 at 6%; with 50% employer match about $88,511 at 4% or $59,007 at 6%; with 100% employer match about $66,383 at 4% or $44,256 at 6%.
CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN-6$137,705$31,864$5,311iApproximate average salary by contribution assumption: employee only about $132,767 at 4% or $88,511 at 6%; with 50% employer match about $88,511 at 4% or $59,007 at 6%; with 100% employer match about $66,383 at 4% or $44,256 at 6%.
201317$161,012$31,800$4,543iApproximate average salary by contribution assumption: employee only about $113,571 at 4% or $75,714 at 6%; with 50% employer match about $75,714 at 4% or $50,476 at 6%; with 100% employer match about $56,786 at 4% or $37,857 at 6%.
CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN-7$161,012$31,800$4,543iApproximate average salary by contribution assumption: employee only about $113,571 at 4% or $75,714 at 6%; with 50% employer match about $75,714 at 4% or $50,476 at 6%; with 100% employer match about $56,786 at 4% or $37,857 at 6%.
201216$116,486$45,758$7,626iApproximate average salary by contribution assumption: employee only about $190,658 at 4% or $127,106 at 6%; with 50% employer match about $127,106 at 4% or $84,737 at 6%; with 100% employer match about $95,329 at 4% or $63,553 at 6%.
CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN-6$116,486$45,758$7,626iApproximate average salary by contribution assumption: employee only about $190,658 at 4% or $127,106 at 6%; with 50% employer match about $127,106 at 4% or $84,737 at 6%; with 100% employer match about $95,329 at 4% or $63,553 at 6%.