Civic Intelligence

Van Cline & Associates Insurance Services Inc

Plan context: Van Cline & Associates Inc. Profit Sharing Plan

EIN 33-0152078 • Laguna Hills, CA • 26 filings • 3 plans

24310 Moulton Pkwy, Suite O-1005Suite 340Laguna Hills, CA 92637
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$820,427

2024 Contributions

$1,400

Historical Graphs

Total Assets Over Time

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

$2,082,532$1,041,266$0199920132024YearValue
$820,427Latest year 2024

Participants Over Time

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

210199920122024YearValue
1Latest year 2024

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
202411$820,427$0-
Van Cline & Associates Inc. Profit Sharing Plan-1$820,427$0-
202312$1,061,428$0-
Van Cline & Associates Inc. Profit Sharing Plan-2$1,061,428$0-
202212$995,256$0-
Van Cline & Associates Inc. Profit Sharing Plan-2$995,256$0-
202112$2,082,532$0-
Van Cline & Associates Inc. Profit Sharing Plan-2$2,082,532$0-
202012$1,922,149$0-
Van Cline & Associates Inc. Profit Sharing Plan-2$1,922,149$0-
201912$1,834,798$1,400$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$1,834,798$1,400$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.
201812$1,585,624$2,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$1,585,624$2,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
201712$1,709,338$1,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$1,709,338$1,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
201612$1,606,902$700$350iApproximate average salary by contribution assumption: employee only about $8,750 at 4% or $5,833 at 6%; with 50% employer match about $5,833 at 4% or $3,889 at 6%; with 100% employer match about $4,375 at 4% or $2,917 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$1,606,902$700$350iApproximate average salary by contribution assumption: employee only about $8,750 at 4% or $5,833 at 6%; with 50% employer match about $5,833 at 4% or $3,889 at 6%; with 100% employer match about $4,375 at 4% or $2,917 at 6%.
201512$1,563,986$780$390iApproximate average salary by contribution assumption: employee only about $9,750 at 4% or $6,500 at 6%; with 50% employer match about $6,500 at 4% or $4,333 at 6%; with 100% employer match about $4,875 at 4% or $3,250 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$1,563,986$780$390iApproximate average salary by contribution assumption: employee only about $9,750 at 4% or $6,500 at 6%; with 50% employer match about $6,500 at 4% or $4,333 at 6%; with 100% employer match about $4,875 at 4% or $3,250 at 6%.
201412$1,722,200$7,558$3,779iApproximate average salary by contribution assumption: employee only about $94,475 at 4% or $62,983 at 6%; with 50% employer match about $62,983 at 4% or $41,989 at 6%; with 100% employer match about $47,238 at 4% or $31,492 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$1,722,200$7,558$3,779iApproximate average salary by contribution assumption: employee only about $94,475 at 4% or $62,983 at 6%; with 50% employer match about $62,983 at 4% or $41,989 at 6%; with 100% employer match about $47,238 at 4% or $31,492 at 6%.
201312$1,670,872$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$1,670,872$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
201212$1,447,806$42,500$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$1,447,806$42,500$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
201112$1,271,838$55,750$27,875iApproximate average salary by contribution assumption: employee only about $696,875 at 4% or $464,583 at 6%; with 50% employer match about $464,583 at 4% or $309,722 at 6%; with 100% employer match about $348,438 at 4% or $232,292 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$1,271,838$55,750$27,875iApproximate average salary by contribution assumption: employee only about $696,875 at 4% or $464,583 at 6%; with 50% employer match about $464,583 at 4% or $309,722 at 6%; with 100% employer match about $348,438 at 4% or $232,292 at 6%.
201012$1,262,979$54,500$27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$1,262,979$54,500$27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%.
200912$989,352$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$989,352$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200812$694,046$52,892$26,446iApproximate average salary by contribution assumption: employee only about $661,150 at 4% or $440,767 at 6%; with 50% employer match about $440,767 at 4% or $293,844 at 6%; with 100% employer match about $330,575 at 4% or $220,383 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$694,046$52,892$26,446iApproximate average salary by contribution assumption: employee only about $661,150 at 4% or $440,767 at 6%; with 50% employer match about $440,767 at 4% or $293,844 at 6%; with 100% employer match about $330,575 at 4% or $220,383 at 6%.
200712$0$0-
Van Cline & Associates Inc. Profit Sharing Plan-2---
200612$802,727$49,500$24,750iApproximate average salary by contribution assumption: employee only about $618,750 at 4% or $412,500 at 6%; with 50% employer match about $412,500 at 4% or $275,000 at 6%; with 100% employer match about $309,375 at 4% or $206,250 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$802,727$49,500$24,750iApproximate average salary by contribution assumption: employee only about $618,750 at 4% or $412,500 at 6%; with 50% employer match about $412,500 at 4% or $275,000 at 6%; with 100% employer match about $309,375 at 4% or $206,250 at 6%.
200512$630,639$36,366$18,183iApproximate average salary by contribution assumption: employee only about $454,575 at 4% or $303,050 at 6%; with 50% employer match about $303,050 at 4% or $202,033 at 6%; with 100% employer match about $227,288 at 4% or $151,525 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$630,639$36,366$18,183iApproximate average salary by contribution assumption: employee only about $454,575 at 4% or $303,050 at 6%; with 50% employer match about $303,050 at 4% or $202,033 at 6%; with 100% employer match about $227,288 at 4% or $151,525 at 6%.
200412$554,067$39,500$19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$554,067$39,500$19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%.
200312$452,550$32,700$16,350iApproximate average salary by contribution assumption: employee only about $408,750 at 4% or $272,500 at 6%; with 50% employer match about $272,500 at 4% or $181,667 at 6%; with 100% employer match about $204,375 at 4% or $136,250 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-2$452,550$32,700$16,350iApproximate average salary by contribution assumption: employee only about $408,750 at 4% or $272,500 at 6%; with 50% employer match about $272,500 at 4% or $181,667 at 6%; with 100% employer match about $204,375 at 4% or $136,250 at 6%.
200212$0$0-
Van Cline & Associates Inc. Profit Sharing Plan-2---
200112$0$0-
Van Cline & Associates Inc. Profit Sharing Plan-2---
200011$404,488$20,709$20,709iApproximate average salary by contribution assumption: employee only about $517,725 at 4% or $345,150 at 6%; with 50% employer match about $345,150 at 4% or $230,100 at 6%; with 100% employer match about $258,863 at 4% or $172,575 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-1$404,488$20,709$20,709iApproximate average salary by contribution assumption: employee only about $517,725 at 4% or $345,150 at 6%; with 50% employer match about $345,150 at 4% or $230,100 at 6%; with 100% employer match about $258,863 at 4% or $172,575 at 6%.
199911$349,541$33,606$33,606iApproximate average salary by contribution assumption: employee only about $840,150 at 4% or $560,100 at 6%; with 50% employer match about $560,100 at 4% or $373,400 at 6%; with 100% employer match about $420,075 at 4% or $280,050 at 6%.
Van Cline & Associates Inc. Profit Sharing Plan-1$349,541$33,606$33,606iApproximate average salary by contribution assumption: employee only about $840,150 at 4% or $560,100 at 6%; with 50% employer match about $560,100 at 4% or $373,400 at 6%; with 100% employer match about $420,075 at 4% or $280,050 at 6%.