Civic Intelligence

Fusco and Orsini Insurance Services

Plan context: Fusco and Orsini Insurance Services 401(K) Plan

EIN 27-3634491 • San Diego, CA • 9 filings • 3 plans

5095 Murphy Canyon Road, Suite 200San Diego, CA 92123
Current Snapshot

Latest Year

2021

2021 Participants

18

2021 Assets

$1,335,690

2021 Contributions

$4,124

Historical Graphs

Total Assets Over Time

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

$1,335,690$667,845$0201320172020YearValue
$1,335,690Latest year 2020

Participants Over Time

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

1890201320172020YearValue
18Latest year 2020

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
202110$0$4,124-
Fusco and Orsini Insurance Services 401(K) Plan-0$0$4,124-
2020118$1,335,690$211,992$11,777iApproximate average salary by contribution assumption: employee only about $294,433 at 4% or $196,289 at 6%; with 50% employer match about $196,289 at 4% or $130,859 at 6%; with 100% employer match about $147,217 at 4% or $98,144 at 6%.
Fusco and Orsini Insurance Services 401(K) Plan-18$1,335,690$211,992$11,777iApproximate average salary by contribution assumption: employee only about $294,433 at 4% or $196,289 at 6%; with 50% employer match about $196,289 at 4% or $130,859 at 6%; with 100% employer match about $147,217 at 4% or $98,144 at 6%.
2019117$950,892$204,961$12,057iApproximate average salary by contribution assumption: employee only about $301,413 at 4% or $200,942 at 6%; with 50% employer match about $200,942 at 4% or $133,961 at 6%; with 100% employer match about $150,707 at 4% or $100,471 at 6%.
Fusco and Orsini Insurance Services 401(K) Plan-17$950,892$204,961$12,057iApproximate average salary by contribution assumption: employee only about $301,413 at 4% or $200,942 at 6%; with 50% employer match about $200,942 at 4% or $133,961 at 6%; with 100% employer match about $150,707 at 4% or $100,471 at 6%.
2018116$611,012$184,344$11,522iApproximate average salary by contribution assumption: employee only about $288,038 at 4% or $192,025 at 6%; with 50% employer match about $192,025 at 4% or $128,017 at 6%; with 100% employer match about $144,019 at 4% or $96,013 at 6%.
Fusco and Orsini Insurance Services 401(K) Plan-16$611,012$184,344$11,522iApproximate average salary by contribution assumption: employee only about $288,038 at 4% or $192,025 at 6%; with 50% employer match about $192,025 at 4% or $128,017 at 6%; with 100% employer match about $144,019 at 4% or $96,013 at 6%.
2017113$474,849$169,046$13,004iApproximate average salary by contribution assumption: employee only about $325,088 at 4% or $216,726 at 6%; with 50% employer match about $216,726 at 4% or $144,484 at 6%; with 100% employer match about $162,544 at 4% or $108,363 at 6%.
Fusco and Orsini Insurance Services 401(K) Plan-13$474,849$169,046$13,004iApproximate average salary by contribution assumption: employee only about $325,088 at 4% or $216,726 at 6%; with 50% employer match about $216,726 at 4% or $144,484 at 6%; with 100% employer match about $162,544 at 4% or $108,363 at 6%.
2016111$276,855$159,107$14,464iApproximate average salary by contribution assumption: employee only about $361,607 at 4% or $241,071 at 6%; with 50% employer match about $241,071 at 4% or $160,714 at 6%; with 100% employer match about $180,803 at 4% or $120,536 at 6%.
Fusco and Orsini Insurance Services 401(K) Plan-11$276,855$159,107$14,464iApproximate average salary by contribution assumption: employee only about $361,607 at 4% or $241,071 at 6%; with 50% employer match about $241,071 at 4% or $160,714 at 6%; with 100% employer match about $180,803 at 4% or $120,536 at 6%.
201519$113,282$36,948$4,105iApproximate average salary by contribution assumption: employee only about $102,633 at 4% or $68,422 at 6%; with 50% employer match about $68,422 at 4% or $45,615 at 6%; with 100% employer match about $51,317 at 4% or $34,211 at 6%.
Fusco and Orsini Insurance Services 401(K) Plan-9$113,282$36,948$4,105iApproximate average salary by contribution assumption: employee only about $102,633 at 4% or $68,422 at 6%; with 50% employer match about $68,422 at 4% or $45,615 at 6%; with 100% employer match about $51,317 at 4% or $34,211 at 6%.
201417$89,242$31,167$4,452iApproximate average salary by contribution assumption: employee only about $111,311 at 4% or $74,207 at 6%; with 50% employer match about $74,207 at 4% or $49,471 at 6%; with 100% employer match about $55,655 at 4% or $37,104 at 6%.
Fusco and Orsini Insurance Services 401(K) Plan-7$89,242$31,167$4,452iApproximate average salary by contribution assumption: employee only about $111,311 at 4% or $74,207 at 6%; with 50% employer match about $74,207 at 4% or $49,471 at 6%; with 100% employer match about $55,655 at 4% or $37,104 at 6%.
201314$56,653$55,075$13,769iApproximate average salary by contribution assumption: employee only about $344,219 at 4% or $229,479 at 6%; with 50% employer match about $229,479 at 4% or $152,986 at 6%; with 100% employer match about $172,109 at 4% or $114,740 at 6%.
Fusco and Orsini Insurance Services 401(K) Plan-4$56,653$55,075$13,769iApproximate average salary by contribution assumption: employee only about $344,219 at 4% or $229,479 at 6%; with 50% employer match about $229,479 at 4% or $152,986 at 6%; with 100% employer match about $172,109 at 4% or $114,740 at 6%.