Civic Intelligence

Ashbrook Clevidence

Plan context: Clevidence Insurance Services Inc. 401(K) Plan and Trust

EIN 30-0024194 • Santa Ana, CA • 19 filings • 5 plans

3000 W Macarthur Blvd. Ste. 320Santa Ana, CA 92704
Current Snapshot

Latest Year

2022

2022 Participants

30

2022 Assets

$2,792,466

2022 Contributions

$533,672

Historical Graphs

Total Assets Over Time

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

$2,792,466$1,396,233$0200620152021YearValue
$2,792,466Latest year 2021

Participants Over Time

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

30150200620142021YearValue
30Latest year 2021

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
202220$0$0-
Clevidence Insurance Services Inc. 401(K) Plan and Trust-0$0$0-
CLEVIDENCE INSURANCE SERVICES, INC. CASH BALANCE PLAN-0$0--
2021230$2,792,466$533,672$17,789iApproximate average salary by contribution assumption: employee only about $444,727 at 4% or $296,484 at 6%; with 50% employer match about $296,484 at 4% or $197,656 at 6%; with 100% employer match about $222,363 at 4% or $148,242 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-30$2,374,666$388,635$12,955iApproximate average salary by contribution assumption: employee only about $323,863 at 4% or $215,908 at 6%; with 50% employer match about $215,908 at 4% or $143,939 at 6%; with 100% employer match about $161,931 at 4% or $107,954 at 6%.
CLEVIDENCE INSURANCE SERVICES, INC. CASH BALANCE PLAN-14$417,800$145,037$10,360iApproximate average salary by contribution assumption: employee only about $258,995 at 4% or $172,663 at 6%; with 50% employer match about $172,663 at 4% or $115,109 at 6%; with 100% employer match about $129,497 at 4% or $86,332 at 6%.
2020221$2,021,414$572,496$27,262iApproximate average salary by contribution assumption: employee only about $681,543 at 4% or $454,362 at 6%; with 50% employer match about $454,362 at 4% or $302,908 at 6%; with 100% employer match about $340,771 at 4% or $227,181 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-21$1,762,745$313,827$14,944iApproximate average salary by contribution assumption: employee only about $373,604 at 4% or $249,069 at 6%; with 50% employer match about $249,069 at 4% or $166,046 at 6%; with 100% employer match about $186,802 at 4% or $124,535 at 6%.
CLEVIDENCE INSURANCE SERVICES, INC. CASH BALANCE PLAN-16$258,669$258,669$16,167iApproximate average salary by contribution assumption: employee only about $404,170 at 4% or $269,447 at 6%; with 50% employer match about $269,447 at 4% or $179,631 at 6%; with 100% employer match about $202,085 at 4% or $134,723 at 6%.
2019124$1,814,539$194,772$8,116iApproximate average salary by contribution assumption: employee only about $202,888 at 4% or $135,258 at 6%; with 50% employer match about $135,258 at 4% or $90,172 at 6%; with 100% employer match about $101,444 at 4% or $67,629 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-24$1,814,539$194,772$8,116iApproximate average salary by contribution assumption: employee only about $202,888 at 4% or $135,258 at 6%; with 50% employer match about $135,258 at 4% or $90,172 at 6%; with 100% employer match about $101,444 at 4% or $67,629 at 6%.
2018124$1,354,574$179,945$7,498iApproximate average salary by contribution assumption: employee only about $187,443 at 4% or $124,962 at 6%; with 50% employer match about $124,962 at 4% or $83,308 at 6%; with 100% employer match about $93,721 at 4% or $62,481 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-24$1,354,574$179,945$7,498iApproximate average salary by contribution assumption: employee only about $187,443 at 4% or $124,962 at 6%; with 50% employer match about $124,962 at 4% or $83,308 at 6%; with 100% employer match about $93,721 at 4% or $62,481 at 6%.
2017119$1,279,885$230,147$12,113iApproximate average salary by contribution assumption: employee only about $302,825 at 4% or $201,883 at 6%; with 50% employer match about $201,883 at 4% or $134,589 at 6%; with 100% employer match about $151,413 at 4% or $100,942 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-19$1,279,885$230,147$12,113iApproximate average salary by contribution assumption: employee only about $302,825 at 4% or $201,883 at 6%; with 50% employer match about $201,883 at 4% or $134,589 at 6%; with 100% employer match about $151,413 at 4% or $100,942 at 6%.
2016115$872,559$152,649$10,177iApproximate average salary by contribution assumption: employee only about $254,415 at 4% or $169,610 at 6%; with 50% employer match about $169,610 at 4% or $113,073 at 6%; with 100% employer match about $127,208 at 4% or $84,805 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-15$872,559$152,649$10,177iApproximate average salary by contribution assumption: employee only about $254,415 at 4% or $169,610 at 6%; with 50% employer match about $169,610 at 4% or $113,073 at 6%; with 100% employer match about $127,208 at 4% or $84,805 at 6%.
2015111$662,288$102,983$9,362iApproximate average salary by contribution assumption: employee only about $234,052 at 4% or $156,035 at 6%; with 50% employer match about $156,035 at 4% or $104,023 at 6%; with 100% employer match about $117,026 at 4% or $78,017 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-11$662,288$102,983$9,362iApproximate average salary by contribution assumption: employee only about $234,052 at 4% or $156,035 at 6%; with 50% employer match about $156,035 at 4% or $104,023 at 6%; with 100% employer match about $117,026 at 4% or $78,017 at 6%.
2014111$644,828$124,073$11,279iApproximate average salary by contribution assumption: employee only about $281,984 at 4% or $187,989 at 6%; with 50% employer match about $187,989 at 4% or $125,326 at 6%; with 100% employer match about $140,992 at 4% or $93,995 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-11$644,828$124,073$11,279iApproximate average salary by contribution assumption: employee only about $281,984 at 4% or $187,989 at 6%; with 50% employer match about $187,989 at 4% or $125,326 at 6%; with 100% employer match about $140,992 at 4% or $93,995 at 6%.
201318$491,236$59,095$7,387iApproximate average salary by contribution assumption: employee only about $184,672 at 4% or $123,115 at 6%; with 50% employer match about $123,115 at 4% or $82,076 at 6%; with 100% employer match about $92,336 at 4% or $61,557 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-8$491,236$59,095$7,387iApproximate average salary by contribution assumption: employee only about $184,672 at 4% or $123,115 at 6%; with 50% employer match about $123,115 at 4% or $82,076 at 6%; with 100% employer match about $92,336 at 4% or $61,557 at 6%.
201217$402,012$79,693$11,385iApproximate average salary by contribution assumption: employee only about $284,618 at 4% or $189,745 at 6%; with 50% employer match about $189,745 at 4% or $126,497 at 6%; with 100% employer match about $142,309 at 4% or $94,873 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-7$402,012$79,693$11,385iApproximate average salary by contribution assumption: employee only about $284,618 at 4% or $189,745 at 6%; with 50% employer match about $189,745 at 4% or $126,497 at 6%; with 100% employer match about $142,309 at 4% or $94,873 at 6%.
201118$302,042$38,796$4,850iApproximate average salary by contribution assumption: employee only about $121,238 at 4% or $80,825 at 6%; with 50% employer match about $80,825 at 4% or $53,883 at 6%; with 100% employer match about $60,619 at 4% or $40,413 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-8$302,042$38,796$4,850iApproximate average salary by contribution assumption: employee only about $121,238 at 4% or $80,825 at 6%; with 50% employer match about $80,825 at 4% or $53,883 at 6%; with 100% employer match about $60,619 at 4% or $40,413 at 6%.
201018$286,884$33,492$4,187iApproximate average salary by contribution assumption: employee only about $104,663 at 4% or $69,775 at 6%; with 50% employer match about $69,775 at 4% or $46,517 at 6%; with 100% employer match about $52,331 at 4% or $34,888 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-8$286,884$33,492$4,187iApproximate average salary by contribution assumption: employee only about $104,663 at 4% or $69,775 at 6%; with 50% employer match about $69,775 at 4% or $46,517 at 6%; with 100% employer match about $52,331 at 4% or $34,888 at 6%.
200918$866,461$24,779$3,097iApproximate average salary by contribution assumption: employee only about $77,434 at 4% or $51,623 at 6%; with 50% employer match about $51,623 at 4% or $34,415 at 6%; with 100% employer match about $38,717 at 4% or $25,811 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-8$866,461$24,779$3,097iApproximate average salary by contribution assumption: employee only about $77,434 at 4% or $51,623 at 6%; with 50% employer match about $51,623 at 4% or $34,415 at 6%; with 100% employer match about $38,717 at 4% or $25,811 at 6%.
200715$0$0-
Clevidence Insurance Services Inc. 401(K) Plan and Trust-5---
200615$857,963$797,461$159,492iApproximate average salary by contribution assumption: employee only about $3,987,305 at 4% or $2,658,203 at 6%; with 50% employer match about $2,658,203 at 4% or $1,772,136 at 6%; with 100% employer match about $1,993,653 at 4% or $1,329,102 at 6%.
Clevidence Insurance Services Inc. 401(K) Plan and Trust-5$857,963$797,461$159,492iApproximate average salary by contribution assumption: employee only about $3,987,305 at 4% or $2,658,203 at 6%; with 50% employer match about $2,658,203 at 4% or $1,772,136 at 6%; with 100% employer match about $1,993,653 at 4% or $1,329,102 at 6%.