FIRST WESTERN INSURANCE AGENCY, INC. 311 NORTH 27TH ST SUITE 4
Plan context: First Western Insurance Agency Inc. 401(K) Plan
EIN 27-4295483 • Spearfish, SD • 6 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
32
2018 Assets
$2,625,166
2018 Contributions
$64,521
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $64,521 | - |
| First Western Insurance Agency Inc. 401(K) Plan | - | 0 | $0 | $64,521 | - |
| 2017 | 1 | 32 | $2,625,166 | $175,999 | $5,500iApproximate average salary by contribution assumption: employee only about $137,499 at 4% or $91,666 at 6%; with 50% employer match about $91,666 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| First Western Insurance Agency Inc. 401(K) Plan | - | 32 | $2,625,166 | $175,999 | $5,500iApproximate average salary by contribution assumption: employee only about $137,499 at 4% or $91,666 at 6%; with 50% employer match about $91,666 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| 2016 | 1 | 35 | $2,187,635 | $206,533 | $5,901iApproximate average salary by contribution assumption: employee only about $147,524 at 4% or $98,349 at 6%; with 50% employer match about $98,349 at 4% or $65,566 at 6%; with 100% employer match about $73,762 at 4% or $49,175 at 6%. |
| First Western Insurance Agency Inc. 401(K) Plan | - | 35 | $2,187,635 | $206,533 | $5,901iApproximate average salary by contribution assumption: employee only about $147,524 at 4% or $98,349 at 6%; with 50% employer match about $98,349 at 4% or $65,566 at 6%; with 100% employer match about $73,762 at 4% or $49,175 at 6%. |
| 2015 | 1 | 45 | $2,704,279 | $248,700 | $5,527iApproximate average salary by contribution assumption: employee only about $138,167 at 4% or $92,111 at 6%; with 50% employer match about $92,111 at 4% or $61,407 at 6%; with 100% employer match about $69,083 at 4% or $46,056 at 6%. |
| First Western Insurance Agency Inc. 401(K) Plan | - | 45 | $2,704,279 | $248,700 | $5,527iApproximate average salary by contribution assumption: employee only about $138,167 at 4% or $92,111 at 6%; with 50% employer match about $92,111 at 4% or $61,407 at 6%; with 100% employer match about $69,083 at 4% or $46,056 at 6%. |
| 2012 | 1 | 37 | $2,217,094 | $133,569 | $3,610iApproximate average salary by contribution assumption: employee only about $90,249 at 4% or $60,166 at 6%; with 50% employer match about $60,166 at 4% or $40,111 at 6%; with 100% employer match about $45,125 at 4% or $30,083 at 6%. |
| First Western Insurance Agency Inc. 401(K) Plan | - | 37 | $2,217,094 | $133,569 | $3,610iApproximate average salary by contribution assumption: employee only about $90,249 at 4% or $60,166 at 6%; with 50% employer match about $60,166 at 4% or $40,111 at 6%; with 100% employer match about $45,125 at 4% or $30,083 at 6%. |
| 2011 | 1 | 40 | $1,644,570 | $2,057,944 | $51,449iApproximate average salary by contribution assumption: employee only about $1,286,215 at 4% or $857,477 at 6%; with 50% employer match about $857,477 at 4% or $571,651 at 6%; with 100% employer match about $643,108 at 4% or $428,738 at 6%. |
| First Western Insurance Agency Inc. 401(K) Plan | - | 40 | $1,644,570 | $2,057,944 | $51,449iApproximate average salary by contribution assumption: employee only about $1,286,215 at 4% or $857,477 at 6%; with 50% employer match about $857,477 at 4% or $571,651 at 6%; with 100% employer match about $643,108 at 4% or $428,738 at 6%. |