Civic Intelligence

Brent Giroux

Plan context: Insurance Marketing Services Retirement Plan

EIN 33-0237438 • Tustin, CA • 13 filings • 4 plans

2741 Walnut AveSuite 100Tustin, CA 92780
Current Snapshot

Latest Year

2009

2009 Participants

7

2009 Assets

$305,232

2009 Contributions

$72,992

Historical Graphs

Total Assets Over Time

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

$327,156$163,578$0199920052009YearValue
$305,232Latest year 2009

Participants Over Time

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

840199920042009YearValue
7Latest year 2009

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
200917$305,232$72,992$10,427iApproximate average salary by contribution assumption: employee only about $260,686 at 4% or $173,790 at 6%; with 50% employer match about $173,790 at 4% or $115,860 at 6%; with 100% employer match about $130,343 at 4% or $86,895 at 6%.
Insurance Marketing Services Retirement Plan-7$305,232$72,992$10,427iApproximate average salary by contribution assumption: employee only about $260,686 at 4% or $173,790 at 6%; with 50% employer match about $173,790 at 4% or $115,860 at 6%; with 100% employer match about $130,343 at 4% or $86,895 at 6%.
200818$165,423$68,187$8,523iApproximate average salary by contribution assumption: employee only about $213,084 at 4% or $142,056 at 6%; with 50% employer match about $142,056 at 4% or $94,704 at 6%; with 100% employer match about $106,542 at 4% or $71,028 at 6%.
Insurance Marketing Services Retirement Plan-8$165,423$68,187$8,523iApproximate average salary by contribution assumption: employee only about $213,084 at 4% or $142,056 at 6%; with 50% employer match about $142,056 at 4% or $94,704 at 6%; with 100% employer match about $106,542 at 4% or $71,028 at 6%.
200724$0$0-
Brent Giroux Defined Benefit Pension Plan and Trus-0---
Insurance Marketing Services Retirement Plan-4---
200624$178,790$98,920$24,730iApproximate average salary by contribution assumption: employee only about $618,250 at 4% or $412,167 at 6%; with 50% employer match about $412,167 at 4% or $274,778 at 6%; with 100% employer match about $309,125 at 4% or $206,083 at 6%.
Insurance Marketing Services Retirement Plan-4$101,619$98,920$24,730iApproximate average salary by contribution assumption: employee only about $618,250 at 4% or $412,167 at 6%; with 50% employer match about $412,167 at 4% or $274,778 at 6%; with 100% employer match about $309,125 at 4% or $206,083 at 6%.
Brent Giroux Defined Benefit Pension Plan and Trus-3$77,171--
200513$327,156$55,992$18,664iApproximate average salary by contribution assumption: employee only about $466,600 at 4% or $311,067 at 6%; with 50% employer match about $311,067 at 4% or $207,378 at 6%; with 100% employer match about $233,300 at 4% or $155,533 at 6%.
Brent Giroux Defined Benefit Pension Plan and Trus-3$327,156$55,992$18,664iApproximate average salary by contribution assumption: employee only about $466,600 at 4% or $311,067 at 6%; with 50% employer match about $311,067 at 4% or $207,378 at 6%; with 100% employer match about $233,300 at 4% or $155,533 at 6%.
200414$259,366$0-
Brent Giroux Defined Benefit Pension Plan and Trus-4$259,366--
200314$233,122$0-
Brent Giroux Defined Benefit Pension Plan and Trus-4$233,122--
200214$196,129$14,082$3,521iApproximate average salary by contribution assumption: employee only about $88,013 at 4% or $58,675 at 6%; with 50% employer match about $58,675 at 4% or $39,117 at 6%; with 100% employer match about $44,006 at 4% or $29,338 at 6%.
Brent Giroux Defined Benefit Pension Plan and Trus-4$196,129$14,082$3,521iApproximate average salary by contribution assumption: employee only about $88,013 at 4% or $58,675 at 6%; with 50% employer match about $58,675 at 4% or $39,117 at 6%; with 100% employer match about $44,006 at 4% or $29,338 at 6%.
200115$0$0-
Brent Giroux Defined Benefit Pension Plan and Trus-5---
200013$0$0-
Brent Giroux Defined Benefit Pension Plan and Trus-3---
199914$65,390$65,390$16,348iApproximate average salary by contribution assumption: employee only about $408,688 at 4% or $272,458 at 6%; with 50% employer match about $272,458 at 4% or $181,639 at 6%; with 100% employer match about $204,344 at 4% or $136,229 at 6%.
Brent Giroux Defined Benefit Pension Plan and Trus-4$65,390$65,390$16,348iApproximate average salary by contribution assumption: employee only about $408,688 at 4% or $272,458 at 6%; with 50% employer match about $272,458 at 4% or $181,639 at 6%; with 100% employer match about $204,344 at 4% or $136,229 at 6%.
Brent Giroux | EIN 33-0237438 | 2009 Form 5500 Company Profile