Civic Intelligence

Consultative Insurance Group Inc

Plan context: Consultative Insurance Group Inc 401(K) Profit Sharing Plan

EIN 27-3989886 • Olmsted Fall, OH • 12 filings • 3 plans

25800 N. Depot Street, Suite 200Olmsted Fall, OH 44138
Current Snapshot

Latest Year

2021

2021 Participants

19

2021 Assets

$1,828,414

2021 Contributions

$207,038

Historical Graphs

Total Assets Over Time

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

$1,828,414$914,207$0201020152020YearValue
$1,828,414Latest year 2020

Participants Over Time

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

19100201020152020YearValue
19Latest 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$207,038-
Consultative Insurance Group Inc 401(K) Profit Sharing Plan-0$0$207,038-
2020119$1,828,414$144,213$7,590iApproximate average salary by contribution assumption: employee only about $189,754 at 4% or $126,503 at 6%; with 50% employer match about $126,503 at 4% or $84,335 at 6%; with 100% employer match about $94,877 at 4% or $63,251 at 6%.
Consultative Insurance Group Inc 401(K) Profit Sharing Plan-19$1,828,414$144,213$7,590iApproximate average salary by contribution assumption: employee only about $189,754 at 4% or $126,503 at 6%; with 50% employer match about $126,503 at 4% or $84,335 at 6%; with 100% employer match about $94,877 at 4% or $63,251 at 6%.
2019119$1,551,444$158,815$8,359iApproximate average salary by contribution assumption: employee only about $208,967 at 4% or $139,311 at 6%; with 50% employer match about $139,311 at 4% or $92,874 at 6%; with 100% employer match about $104,484 at 4% or $69,656 at 6%.
Consultative Insurance Group Inc 401(K) Profit Sharing Plan-19$1,551,444$158,815$8,359iApproximate average salary by contribution assumption: employee only about $208,967 at 4% or $139,311 at 6%; with 50% employer match about $139,311 at 4% or $92,874 at 6%; with 100% employer match about $104,484 at 4% or $69,656 at 6%.
2018116$1,123,172$104,976$6,561iApproximate average salary by contribution assumption: employee only about $164,025 at 4% or $109,350 at 6%; with 50% employer match about $109,350 at 4% or $72,900 at 6%; with 100% employer match about $82,013 at 4% or $54,675 at 6%.
Consultative Insurance Group Inc 401(K) Profit Sharing Plan-16$1,123,172$104,976$6,561iApproximate average salary by contribution assumption: employee only about $164,025 at 4% or $109,350 at 6%; with 50% employer match about $109,350 at 4% or $72,900 at 6%; with 100% employer match about $82,013 at 4% or $54,675 at 6%.
2017118$1,178,567$97,378$5,410iApproximate average salary by contribution assumption: employee only about $135,247 at 4% or $90,165 at 6%; with 50% employer match about $90,165 at 4% or $60,110 at 6%; with 100% employer match about $67,624 at 4% or $45,082 at 6%.
Consultative Insurance Group Inc 401(K) Profit Sharing Plan-18$1,178,567$97,378$5,410iApproximate average salary by contribution assumption: employee only about $135,247 at 4% or $90,165 at 6%; with 50% employer match about $90,165 at 4% or $60,110 at 6%; with 100% employer match about $67,624 at 4% or $45,082 at 6%.
2016117$908,950$106,540$6,267iApproximate average salary by contribution assumption: employee only about $156,676 at 4% or $104,451 at 6%; with 50% employer match about $104,451 at 4% or $69,634 at 6%; with 100% employer match about $78,338 at 4% or $52,225 at 6%.
Consultative Insurance Group Inc 401(K) Profit Sharing Plan-17$908,950$106,540$6,267iApproximate average salary by contribution assumption: employee only about $156,676 at 4% or $104,451 at 6%; with 50% employer match about $104,451 at 4% or $69,634 at 6%; with 100% employer match about $78,338 at 4% or $52,225 at 6%.
2015114$761,048$73,685$5,263iApproximate average salary by contribution assumption: employee only about $131,580 at 4% or $87,720 at 6%; with 50% employer match about $87,720 at 4% or $58,480 at 6%; with 100% employer match about $65,790 at 4% or $43,860 at 6%.
Consultative Insurance Group Inc 401(K) Profit Sharing Plan-14$761,048$73,685$5,263iApproximate average salary by contribution assumption: employee only about $131,580 at 4% or $87,720 at 6%; with 50% employer match about $87,720 at 4% or $58,480 at 6%; with 100% employer match about $65,790 at 4% or $43,860 at 6%.
2014113$708,636$75,527$5,810iApproximate average salary by contribution assumption: employee only about $145,244 at 4% or $96,829 at 6%; with 50% employer match about $96,829 at 4% or $64,553 at 6%; with 100% employer match about $72,622 at 4% or $48,415 at 6%.
Consultative Insurance Group Inc 401(K) Profit Sharing Plan-13$708,636$75,527$5,810iApproximate average salary by contribution assumption: employee only about $145,244 at 4% or $96,829 at 6%; with 50% employer match about $96,829 at 4% or $64,553 at 6%; with 100% employer match about $72,622 at 4% or $48,415 at 6%.
2013113$617,447$77,382$5,952iApproximate average salary by contribution assumption: employee only about $148,812 at 4% or $99,208 at 6%; with 50% employer match about $99,208 at 4% or $66,138 at 6%; with 100% employer match about $74,406 at 4% or $49,604 at 6%.
Consultative Insurance Group Inc 401(K) Profit Sharing Plan-13$617,447$77,382$5,952iApproximate average salary by contribution assumption: employee only about $148,812 at 4% or $99,208 at 6%; with 50% employer match about $99,208 at 4% or $66,138 at 6%; with 100% employer match about $74,406 at 4% or $49,604 at 6%.
2012114$435,154$74,795$5,343iApproximate average salary by contribution assumption: employee only about $133,563 at 4% or $89,042 at 6%; with 50% employer match about $89,042 at 4% or $59,361 at 6%; with 100% employer match about $66,781 at 4% or $44,521 at 6%.
Consultative Insurance Group Inc 401(K) Profit Sharing Plan-14$435,154$74,795$5,343iApproximate average salary by contribution assumption: employee only about $133,563 at 4% or $89,042 at 6%; with 50% employer match about $89,042 at 4% or $59,361 at 6%; with 100% employer match about $66,781 at 4% or $44,521 at 6%.
2011114$328,014$58,971$4,212iApproximate average salary by contribution assumption: employee only about $105,305 at 4% or $70,204 at 6%; with 50% employer match about $70,204 at 4% or $46,802 at 6%; with 100% employer match about $52,653 at 4% or $35,102 at 6%.
Consultative Insurance Group Inc 401(K) Profit Sharing Plan-14$328,014$58,971$4,212iApproximate average salary by contribution assumption: employee only about $105,305 at 4% or $70,204 at 6%; with 50% employer match about $70,204 at 4% or $46,802 at 6%; with 100% employer match about $52,653 at 4% or $35,102 at 6%.
2010113$276,766$40,150$3,088iApproximate average salary by contribution assumption: employee only about $77,212 at 4% or $51,474 at 6%; with 50% employer match about $51,474 at 4% or $34,316 at 6%; with 100% employer match about $38,606 at 4% or $25,737 at 6%.
Consultative Insurance Group Inc 401(K) Profit Sharing Plan-13$276,766$40,150$3,088iApproximate average salary by contribution assumption: employee only about $77,212 at 4% or $51,474 at 6%; with 50% employer match about $51,474 at 4% or $34,316 at 6%; with 100% employer match about $38,606 at 4% or $25,737 at 6%.