Civic Intelligence

Kruse Insurance Services Inc.

Plan context: Kruse Insurance Services Retirement Plan

EIN 27-3916537 • 11 filings • 1 plans

Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$743,315

2022 Contributions

$42,781

Historical Graphs

Total Assets Over Time

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

$907,578$453,789$0201220162020YearValue
$743,315Latest year 2020

Participants Over Time

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

530201220162020YearValue
3Latest 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
202210$0$0-
Kruse Insurance Services Retirement Plan-0---
202110$0$42,781-
Kruse Insurance Services Retirement Plan-0-$42,781-
202013$743,315$35,581$11,860iApproximate average salary by contribution assumption: employee only about $296,508 at 4% or $197,672 at 6%; with 50% employer match about $197,672 at 4% or $131,781 at 6%; with 100% employer match about $148,254 at 4% or $98,836 at 6%.
Kruse Insurance Services Retirement Plan-3$743,315$35,581$11,860iApproximate average salary by contribution assumption: employee only about $296,508 at 4% or $197,672 at 6%; with 50% employer match about $197,672 at 4% or $131,781 at 6%; with 100% employer match about $148,254 at 4% or $98,836 at 6%.
201913$907,578$51,061$17,020iApproximate average salary by contribution assumption: employee only about $425,508 at 4% or $283,672 at 6%; with 50% employer match about $283,672 at 4% or $189,115 at 6%; with 100% employer match about $212,754 at 4% or $141,836 at 6%.
Kruse Insurance Services Retirement Plan-3$907,578$51,061$17,020iApproximate average salary by contribution assumption: employee only about $425,508 at 4% or $283,672 at 6%; with 50% employer match about $283,672 at 4% or $189,115 at 6%; with 100% employer match about $212,754 at 4% or $141,836 at 6%.
201815$743,457$45,214$9,043iApproximate average salary by contribution assumption: employee only about $226,070 at 4% or $150,713 at 6%; with 50% employer match about $150,713 at 4% or $100,476 at 6%; with 100% employer match about $113,035 at 4% or $75,357 at 6%.
Kruse Insurance Services Retirement Plan-5$743,457$45,214$9,043iApproximate average salary by contribution assumption: employee only about $226,070 at 4% or $150,713 at 6%; with 50% employer match about $150,713 at 4% or $100,476 at 6%; with 100% employer match about $113,035 at 4% or $75,357 at 6%.
201715$517,000$0-
Kruse Insurance Services Retirement Plan-5$517,000--
201615$435,008$0-
Kruse Insurance Services Retirement Plan-5$435,008--
201515$334,436$0-
Kruse Insurance Services Retirement Plan-5$334,436--
201414$305,128$0-
Kruse Insurance Services Retirement Plan-4$305,128--
201314$232,052$0-
Kruse Insurance Services Retirement Plan-4$232,052--
201214$127,839$120,428$30,107iApproximate average salary by contribution assumption: employee only about $752,675 at 4% or $501,783 at 6%; with 50% employer match about $501,783 at 4% or $334,522 at 6%; with 100% employer match about $376,338 at 4% or $250,892 at 6%.
Kruse Insurance Services Retirement Plan-4$127,839$120,428$30,107iApproximate average salary by contribution assumption: employee only about $752,675 at 4% or $501,783 at 6%; with 50% employer match about $501,783 at 4% or $334,522 at 6%; with 100% employer match about $376,338 at 4% or $250,892 at 6%.