Civic Intelligence

Fernandez & Fernandez Insuranc

Plan context: Fernandez & Fernandez Insuranc 401(K) Profit Sharing Plan & Trust

EIN 30-0706103 • Miami, FL • 10 filings • 4 plans

6285 SW 40th StMiami, FL 33155-4883
Current Snapshot

Latest Year

2024

2024 Participants

58

2024 Assets

$36,707

2024 Contributions

$46,174

Historical Graphs

Total Assets Over Time

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

$311,780$155,890$0201620202023YearValue
$36,707Latest year 2023

Participants Over Time

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

113570201620192022YearValue
58Latest year 2022

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
202410$0$0-
Fernandez & Fernandez Insuranc 401(K) Profit Sharing Plan & Trust-0$0$0-
202310$36,707$46,174-
Fernandez & Fernandez Insuranc 401(K) Profit Sharing Plan & Trust-0$36,707$46,174-
2022258$311,780$75,314$1,299iApproximate average salary by contribution assumption: employee only about $32,463 at 4% or $21,642 at 6%; with 50% employer match about $21,642 at 4% or $14,428 at 6%; with 100% employer match about $16,231 at 4% or $10,821 at 6%.
Fernandez & Fernandez Insuranc 401(K) Profit Sharing Plan & Trust-58$155,890$49,890$860iApproximate average salary by contribution assumption: employee only about $21,504 at 4% or $14,336 at 6%; with 50% employer match about $14,336 at 4% or $9,557 at 6%; with 100% employer match about $10,752 at 4% or $7,168 at 6%.
Fernandez & Fernandez Insuranc 401(K) Profit Sharing Plan & Trust-58$155,890$25,424$438iApproximate average salary by contribution assumption: employee only about $10,959 at 4% or $7,306 at 6%; with 50% employer match about $7,306 at 4% or $4,870 at 6%; with 100% employer match about $5,479 at 4% or $3,653 at 6%.
20211113$169,784$45,929$406iApproximate average salary by contribution assumption: employee only about $10,161 at 4% or $6,774 at 6%; with 50% employer match about $6,774 at 4% or $4,516 at 6%; with 100% employer match about $5,081 at 4% or $3,387 at 6%.
Fernandez & Fernandez Insuranc 401(K) Profit Sharing Plan & Trust-113$169,784$45,929$406iApproximate average salary by contribution assumption: employee only about $10,161 at 4% or $6,774 at 6%; with 50% employer match about $6,774 at 4% or $4,516 at 6%; with 100% employer match about $5,081 at 4% or $3,387 at 6%.
2020187$167,127$41,203$474iApproximate average salary by contribution assumption: employee only about $11,840 at 4% or $7,893 at 6%; with 50% employer match about $7,893 at 4% or $5,262 at 6%; with 100% employer match about $5,920 at 4% or $3,947 at 6%.
Fernandez & Fernandez Insuranc 401(K) Profit Sharing Plan & Trust-87$167,127$41,203$474iApproximate average salary by contribution assumption: employee only about $11,840 at 4% or $7,893 at 6%; with 50% employer match about $7,893 at 4% or $5,262 at 6%; with 100% employer match about $5,920 at 4% or $3,947 at 6%.
2019172$126,244$44,854$623iApproximate average salary by contribution assumption: employee only about $15,574 at 4% or $10,383 at 6%; with 50% employer match about $10,383 at 4% or $6,922 at 6%; with 100% employer match about $7,787 at 4% or $5,191 at 6%.
Fernandez & Fernandez Insuranc 401(K) Profit Sharing Plan & Trust-72$126,244$44,854$623iApproximate average salary by contribution assumption: employee only about $15,574 at 4% or $10,383 at 6%; with 50% employer match about $10,383 at 4% or $6,922 at 6%; with 100% employer match about $7,787 at 4% or $5,191 at 6%.
2018150$75,363$45,532$911iApproximate average salary by contribution assumption: employee only about $22,766 at 4% or $15,177 at 6%; with 50% employer match about $15,177 at 4% or $10,118 at 6%; with 100% employer match about $11,383 at 4% or $7,589 at 6%.
Fernandez & Fernandez Insuranc 401(K) Profit Sharing Plan & Trust-50$75,363$45,532$911iApproximate average salary by contribution assumption: employee only about $22,766 at 4% or $15,177 at 6%; with 50% employer match about $15,177 at 4% or $10,118 at 6%; with 100% employer match about $11,383 at 4% or $7,589 at 6%.
2017178$70,129$45,846$588iApproximate average salary by contribution assumption: employee only about $14,694 at 4% or $9,796 at 6%; with 50% employer match about $9,796 at 4% or $6,531 at 6%; with 100% employer match about $7,347 at 4% or $4,898 at 6%.
Fernandez & Fernandez Insuranc 401(K) Profit Sharing Plan & Trust-78$70,129$45,846$588iApproximate average salary by contribution assumption: employee only about $14,694 at 4% or $9,796 at 6%; with 50% employer match about $9,796 at 4% or $6,531 at 6%; with 100% employer match about $7,347 at 4% or $4,898 at 6%.
2016157$47,226$47,765$838iApproximate average salary by contribution assumption: employee only about $20,950 at 4% or $13,966 at 6%; with 50% employer match about $13,966 at 4% or $9,311 at 6%; with 100% employer match about $10,475 at 4% or $6,983 at 6%.
Fernandez & Fernandez Insuranc 401(K) Profit Sharing Plan & Trust-57$47,226$47,765$838iApproximate average salary by contribution assumption: employee only about $20,950 at 4% or $13,966 at 6%; with 50% employer match about $13,966 at 4% or $9,311 at 6%; with 100% employer match about $10,475 at 4% or $6,983 at 6%.