Civic Intelligence

Colonial General Insurance Agency

Plan context: Colonial General Insurance Agency 401K Plan

EIN 31-1125848 • Scottsdale, AZ • 27 filings • 3 plans

8475 E Hartford Dr Ste 100Scottsdale, AZ 85255-5477
Current Snapshot

Latest Year

2025

2025 Participants

34

2025 Assets

$2,644,322

2025 Contributions

$185,692

Historical Graphs

Total Assets Over Time

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

$2,779,191$1,389,596$0199920122025YearValue
$2,644,322Latest year 2025

Participants Over Time

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

96480199920122025YearValue
34Latest year 2025

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
2025134$2,644,322$185,692$5,462iApproximate average salary by contribution assumption: employee only about $136,538 at 4% or $91,025 at 6%; with 50% employer match about $91,025 at 4% or $60,684 at 6%; with 100% employer match about $68,269 at 4% or $45,513 at 6%.
Colonial General Insurance Agency 401K Plan-34$2,644,322$185,692$5,462iApproximate average salary by contribution assumption: employee only about $136,538 at 4% or $91,025 at 6%; with 50% employer match about $91,025 at 4% or $60,684 at 6%; with 100% employer match about $68,269 at 4% or $45,513 at 6%.
2024134$2,779,191$157,847$4,643iApproximate average salary by contribution assumption: employee only about $116,064 at 4% or $77,376 at 6%; with 50% employer match about $77,376 at 4% or $51,584 at 6%; with 100% employer match about $58,032 at 4% or $38,688 at 6%.
Colonial General Insurance Agency 401K Plan-34$2,779,191$157,847$4,643iApproximate average salary by contribution assumption: employee only about $116,064 at 4% or $77,376 at 6%; with 50% employer match about $77,376 at 4% or $51,584 at 6%; with 100% employer match about $58,032 at 4% or $38,688 at 6%.
2023131$2,349,484$160,605$5,181iApproximate average salary by contribution assumption: employee only about $129,520 at 4% or $86,347 at 6%; with 50% employer match about $86,347 at 4% or $57,565 at 6%; with 100% employer match about $64,760 at 4% or $43,173 at 6%.
Colonial General Insurance Agency 401K Plan-31$2,349,484$160,605$5,181iApproximate average salary by contribution assumption: employee only about $129,520 at 4% or $86,347 at 6%; with 50% employer match about $86,347 at 4% or $57,565 at 6%; with 100% employer match about $64,760 at 4% or $43,173 at 6%.
2022135$1,866,626$167,668$4,791iApproximate average salary by contribution assumption: employee only about $119,763 at 4% or $79,842 at 6%; with 50% employer match about $79,842 at 4% or $53,228 at 6%; with 100% employer match about $59,881 at 4% or $39,921 at 6%.
Colonial General Insurance Agency 401K Plan-35$1,866,626$167,668$4,791iApproximate average salary by contribution assumption: employee only about $119,763 at 4% or $79,842 at 6%; with 50% employer match about $79,842 at 4% or $53,228 at 6%; with 100% employer match about $59,881 at 4% or $39,921 at 6%.
2021141$2,753,714$150,445$3,669iApproximate average salary by contribution assumption: employee only about $91,735 at 4% or $61,157 at 6%; with 50% employer match about $61,157 at 4% or $40,771 at 6%; with 100% employer match about $45,867 at 4% or $30,578 at 6%.
Colonial General Insurance Agency 401K Plan-41$2,753,714$150,445$3,669iApproximate average salary by contribution assumption: employee only about $91,735 at 4% or $61,157 at 6%; with 50% employer match about $61,157 at 4% or $40,771 at 6%; with 100% employer match about $45,867 at 4% or $30,578 at 6%.
2020139$2,406,363$151,328$3,880iApproximate average salary by contribution assumption: employee only about $97,005 at 4% or $64,670 at 6%; with 50% employer match about $64,670 at 4% or $43,113 at 6%; with 100% employer match about $48,503 at 4% or $32,335 at 6%.
Colonial General Insurance Agency 401K Plan-39$2,406,363$151,328$3,880iApproximate average salary by contribution assumption: employee only about $97,005 at 4% or $64,670 at 6%; with 50% employer match about $64,670 at 4% or $43,113 at 6%; with 100% employer match about $48,503 at 4% or $32,335 at 6%.
2019142$1,987,897$144,773$3,447iApproximate average salary by contribution assumption: employee only about $86,174 at 4% or $57,450 at 6%; with 50% employer match about $57,450 at 4% or $38,300 at 6%; with 100% employer match about $43,087 at 4% or $28,725 at 6%.
Colonial General Insurance Agency 401K Plan-42$1,987,897$144,773$3,447iApproximate average salary by contribution assumption: employee only about $86,174 at 4% or $57,450 at 6%; with 50% employer match about $57,450 at 4% or $38,300 at 6%; with 100% employer match about $43,087 at 4% or $28,725 at 6%.
2018141$1,575,737$139,370$3,399iApproximate average salary by contribution assumption: employee only about $84,982 at 4% or $56,654 at 6%; with 50% employer match about $56,654 at 4% or $37,770 at 6%; with 100% employer match about $42,491 at 4% or $28,327 at 6%.
Colonial General Insurance Agency 401K Plan-41$1,575,737$139,370$3,399iApproximate average salary by contribution assumption: employee only about $84,982 at 4% or $56,654 at 6%; with 50% employer match about $56,654 at 4% or $37,770 at 6%; with 100% employer match about $42,491 at 4% or $28,327 at 6%.
2017146$1,617,576$150,803$3,278iApproximate average salary by contribution assumption: employee only about $81,958 at 4% or $54,639 at 6%; with 50% employer match about $54,639 at 4% or $36,426 at 6%; with 100% employer match about $40,979 at 4% or $27,319 at 6%.
Colonial General Insurance Agency 401K Plan-46$1,617,576$150,803$3,278iApproximate average salary by contribution assumption: employee only about $81,958 at 4% or $54,639 at 6%; with 50% employer match about $54,639 at 4% or $36,426 at 6%; with 100% employer match about $40,979 at 4% or $27,319 at 6%.
2016147$1,280,226$154,582$3,289iApproximate average salary by contribution assumption: employee only about $82,224 at 4% or $54,816 at 6%; with 50% employer match about $54,816 at 4% or $36,544 at 6%; with 100% employer match about $41,112 at 4% or $27,408 at 6%.
Colonial General Insurance Agency 401K Plan-47$1,280,226$154,582$3,289iApproximate average salary by contribution assumption: employee only about $82,224 at 4% or $54,816 at 6%; with 50% employer match about $54,816 at 4% or $36,544 at 6%; with 100% employer match about $41,112 at 4% or $27,408 at 6%.
2015150$1,081,138$146,358$2,927iApproximate average salary by contribution assumption: employee only about $73,179 at 4% or $48,786 at 6%; with 50% employer match about $48,786 at 4% or $32,524 at 6%; with 100% employer match about $36,590 at 4% or $24,393 at 6%.
Colonial General Insurance Agency 401K Plan-50$1,081,138$146,358$2,927iApproximate average salary by contribution assumption: employee only about $73,179 at 4% or $48,786 at 6%; with 50% employer match about $48,786 at 4% or $32,524 at 6%; with 100% employer match about $36,590 at 4% or $24,393 at 6%.
2014146$965,696$144,437$3,140iApproximate average salary by contribution assumption: employee only about $78,498 at 4% or $52,332 at 6%; with 50% employer match about $52,332 at 4% or $34,888 at 6%; with 100% employer match about $39,249 at 4% or $26,166 at 6%.
Colonial General Insurance Agency 401K Plan-46$965,696$144,437$3,140iApproximate average salary by contribution assumption: employee only about $78,498 at 4% or $52,332 at 6%; with 50% employer match about $52,332 at 4% or $34,888 at 6%; with 100% employer match about $39,249 at 4% or $26,166 at 6%.
2013128$1,020,559$93,648$3,345iApproximate average salary by contribution assumption: employee only about $83,614 at 4% or $55,743 at 6%; with 50% employer match about $55,743 at 4% or $37,162 at 6%; with 100% employer match about $41,807 at 4% or $27,871 at 6%.
Colonial General Insurance Agency 401K Plan-28$1,020,559$93,648$3,345iApproximate average salary by contribution assumption: employee only about $83,614 at 4% or $55,743 at 6%; with 50% employer match about $55,743 at 4% or $37,162 at 6%; with 100% employer match about $41,807 at 4% or $27,871 at 6%.
2012128$848,370$83,933$2,998iApproximate average salary by contribution assumption: employee only about $74,940 at 4% or $49,960 at 6%; with 50% employer match about $49,960 at 4% or $33,307 at 6%; with 100% employer match about $37,470 at 4% or $24,980 at 6%.
Colonial General Insurance Agency 401K Plan-28$848,370$83,933$2,998iApproximate average salary by contribution assumption: employee only about $74,940 at 4% or $49,960 at 6%; with 50% employer match about $49,960 at 4% or $33,307 at 6%; with 100% employer match about $37,470 at 4% or $24,980 at 6%.
2011129$731,762$76,778$2,648iApproximate average salary by contribution assumption: employee only about $66,188 at 4% or $44,125 at 6%; with 50% employer match about $44,125 at 4% or $29,417 at 6%; with 100% employer match about $33,094 at 4% or $22,063 at 6%.
Colonial General Insurance Agency 401K Plan-29$731,762$76,778$2,648iApproximate average salary by contribution assumption: employee only about $66,188 at 4% or $44,125 at 6%; with 50% employer match about $44,125 at 4% or $29,417 at 6%; with 100% employer match about $33,094 at 4% or $22,063 at 6%.
2010133$695,545$85,434$2,589iApproximate average salary by contribution assumption: employee only about $64,723 at 4% or $43,148 at 6%; with 50% employer match about $43,148 at 4% or $28,766 at 6%; with 100% employer match about $32,361 at 4% or $21,574 at 6%.
Colonial General Insurance Agency 401K Plan-33$695,545$85,434$2,589iApproximate average salary by contribution assumption: employee only about $64,723 at 4% or $43,148 at 6%; with 50% employer match about $43,148 at 4% or $28,766 at 6%; with 100% employer match about $32,361 at 4% or $21,574 at 6%.
2009136$693,805$83,864$2,330iApproximate average salary by contribution assumption: employee only about $58,239 at 4% or $38,826 at 6%; with 50% employer match about $38,826 at 4% or $25,884 at 6%; with 100% employer match about $29,119 at 4% or $19,413 at 6%.
Colonial General Insurance Agency 401K Plan-36$693,805$83,864$2,330iApproximate average salary by contribution assumption: employee only about $58,239 at 4% or $38,826 at 6%; with 50% employer match about $38,826 at 4% or $25,884 at 6%; with 100% employer match about $29,119 at 4% or $19,413 at 6%.
2008176$493,022$73,514$967iApproximate average salary by contribution assumption: employee only about $24,182 at 4% or $16,121 at 6%; with 50% employer match about $16,121 at 4% or $10,748 at 6%; with 100% employer match about $12,091 at 4% or $8,061 at 6%.
Colonial General Insurance Agency 401K Plan-76$493,022$73,514$967iApproximate average salary by contribution assumption: employee only about $24,182 at 4% or $16,121 at 6%; with 50% employer match about $16,121 at 4% or $10,748 at 6%; with 100% employer match about $12,091 at 4% or $8,061 at 6%.
2007191$760,279$99,980$1,099iApproximate average salary by contribution assumption: employee only about $27,467 at 4% or $18,311 at 6%; with 50% employer match about $18,311 at 4% or $12,208 at 6%; with 100% employer match about $13,734 at 4% or $9,156 at 6%.
Colonial General Insurance Agency 401K Plan-91$760,279$99,980$1,099iApproximate average salary by contribution assumption: employee only about $27,467 at 4% or $18,311 at 6%; with 50% employer match about $18,311 at 4% or $12,208 at 6%; with 100% employer match about $13,734 at 4% or $9,156 at 6%.
2006196$753,725$96,144$1,002iApproximate average salary by contribution assumption: employee only about $25,038 at 4% or $16,692 at 6%; with 50% employer match about $16,692 at 4% or $11,128 at 6%; with 100% employer match about $12,519 at 4% or $8,346 at 6%.
Colonial General Insurance Agency 401K Plan-96$753,725$96,144$1,002iApproximate average salary by contribution assumption: employee only about $25,038 at 4% or $16,692 at 6%; with 50% employer match about $16,692 at 4% or $11,128 at 6%; with 100% employer match about $12,519 at 4% or $8,346 at 6%.
2005196$835,663$111,236$1,159iApproximate average salary by contribution assumption: employee only about $28,968 at 4% or $19,312 at 6%; with 50% employer match about $19,312 at 4% or $12,875 at 6%; with 100% employer match about $14,484 at 4% or $9,656 at 6%.
Colonial General Insurance Agency 401K Plan-96$835,663$111,236$1,159iApproximate average salary by contribution assumption: employee only about $28,968 at 4% or $19,312 at 6%; with 50% employer match about $19,312 at 4% or $12,875 at 6%; with 100% employer match about $14,484 at 4% or $9,656 at 6%.
2004185$713,635$100,332$1,180iApproximate average salary by contribution assumption: employee only about $29,509 at 4% or $19,673 at 6%; with 50% employer match about $19,673 at 4% or $13,115 at 6%; with 100% employer match about $14,755 at 4% or $9,836 at 6%.
Colonial General Insurance Agency 401K Plan-85$713,635$100,332$1,180iApproximate average salary by contribution assumption: employee only about $29,509 at 4% or $19,673 at 6%; with 50% employer match about $19,673 at 4% or $13,115 at 6%; with 100% employer match about $14,755 at 4% or $9,836 at 6%.
2003191$559,758$81,000$890iApproximate average salary by contribution assumption: employee only about $22,253 at 4% or $14,835 at 6%; with 50% employer match about $14,835 at 4% or $9,890 at 6%; with 100% employer match about $11,126 at 4% or $7,418 at 6%.
Colonial General Insurance Agency 401K Plan-91$559,758$81,000$890iApproximate average salary by contribution assumption: employee only about $22,253 at 4% or $14,835 at 6%; with 50% employer match about $14,835 at 4% or $9,890 at 6%; with 100% employer match about $11,126 at 4% or $7,418 at 6%.
2002158$416,589$74,219$1,280iApproximate average salary by contribution assumption: employee only about $31,991 at 4% or $21,327 at 6%; with 50% employer match about $21,327 at 4% or $14,218 at 6%; with 100% employer match about $15,995 at 4% or $10,664 at 6%.
Colonial General Insurance Agency 401K Plan-58$416,589$74,219$1,280iApproximate average salary by contribution assumption: employee only about $31,991 at 4% or $21,327 at 6%; with 50% employer match about $21,327 at 4% or $14,218 at 6%; with 100% employer match about $15,995 at 4% or $10,664 at 6%.
2001150$431,393$73,176$1,464iApproximate average salary by contribution assumption: employee only about $36,588 at 4% or $24,392 at 6%; with 50% employer match about $24,392 at 4% or $16,261 at 6%; with 100% employer match about $18,294 at 4% or $12,196 at 6%.
Colonial General Insurance Agency 401K Plan-50$431,393$73,176$1,464iApproximate average salary by contribution assumption: employee only about $36,588 at 4% or $24,392 at 6%; with 50% employer match about $24,392 at 4% or $16,261 at 6%; with 100% employer match about $18,294 at 4% or $12,196 at 6%.
2000145$449,511$93,982$2,088iApproximate average salary by contribution assumption: employee only about $52,212 at 4% or $34,808 at 6%; with 50% employer match about $34,808 at 4% or $23,205 at 6%; with 100% employer match about $26,106 at 4% or $17,404 at 6%.
Colonial General Insurance Agency 401K Plan-45$449,511$93,982$2,088iApproximate average salary by contribution assumption: employee only about $52,212 at 4% or $34,808 at 6%; with 50% employer match about $34,808 at 4% or $23,205 at 6%; with 100% employer match about $26,106 at 4% or $17,404 at 6%.
1999144$448,272$93,798$2,132iApproximate average salary by contribution assumption: employee only about $53,294 at 4% or $35,530 at 6%; with 50% employer match about $35,530 at 4% or $23,686 at 6%; with 100% employer match about $26,647 at 4% or $17,765 at 6%.
Colonial General Insurance Agency 401K Plan-44$448,272$93,798$2,132iApproximate average salary by contribution assumption: employee only about $53,294 at 4% or $35,530 at 6%; with 50% employer match about $35,530 at 4% or $23,686 at 6%; with 100% employer match about $26,647 at 4% or $17,765 at 6%.