Civic Intelligence

ALPEL INSURANCE AGENCY, INC. DBA INSURANCE SOLUTIONS

Plan context: Insurance Solutions 401(K)/Ps

EIN 33-0243846 • San Juan Capistrano, CA • 36 filings • 10 plans

33302 Valle Road, Suite 200San Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2023

2023 Participants

15

2023 Assets

$1,600,876

2023 Contributions

$6,255

Historical Graphs

Total Assets Over Time

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

$3,729,258$1,864,629$0199920142022YearValue
$1,600,876Latest year 2022

Participants Over Time

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

1680200020132022YearValue
15Latest 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
202310$0$6,255-
Insurance Solutions 401(K)/Ps-0$0$6,255-
2022315$1,600,876$178,788$11,919iApproximate average salary by contribution assumption: employee only about $297,980 at 4% or $198,653 at 6%; with 50% employer match about $198,653 at 4% or $132,436 at 6%; with 100% employer match about $148,990 at 4% or $99,327 at 6%.
Insurance Solutions 401(K)/Ps-15$1,600,876$178,788$11,919iApproximate average salary by contribution assumption: employee only about $297,980 at 4% or $198,653 at 6%; with 50% employer match about $198,653 at 4% or $132,436 at 6%; with 100% employer match about $148,990 at 4% or $99,327 at 6%.
INSURANCE SOLUTIONS PROFIT SHARING PLAN-0$0$0-
Alpel Insurance Ageency Inc. Profit Sharing Plan-0$0$0-
2021316$3,729,258$534,256$33,391iApproximate average salary by contribution assumption: employee only about $834,775 at 4% or $556,517 at 6%; with 50% employer match about $556,517 at 4% or $371,011 at 6%; with 100% employer match about $417,388 at 4% or $278,258 at 6%.
Insurance Solutions 401(K)/Ps-16$1,821,369$166,473$10,405iApproximate average salary by contribution assumption: employee only about $260,114 at 4% or $173,409 at 6%; with 50% employer match about $173,409 at 4% or $115,606 at 6%; with 100% employer match about $130,057 at 4% or $86,705 at 6%.
Alpel Insurance Ageency Inc. Profit Sharing Plan-13$1,575,642$290,000$22,308iApproximate average salary by contribution assumption: employee only about $557,692 at 4% or $371,795 at 6%; with 50% employer match about $371,795 at 4% or $247,863 at 6%; with 100% employer match about $278,846 at 4% or $185,897 at 6%.
INSURANCE SOLUTIONS PROFIT SHARING PLAN-12$332,247$77,783$6,482iApproximate average salary by contribution assumption: employee only about $162,048 at 4% or $108,032 at 6%; with 50% employer match about $108,032 at 4% or $72,021 at 6%; with 100% employer match about $81,024 at 4% or $54,016 at 6%.
2020315$3,021,454$573,828$38,255iApproximate average salary by contribution assumption: employee only about $956,380 at 4% or $637,587 at 6%; with 50% employer match about $637,587 at 4% or $425,058 at 6%; with 100% employer match about $478,190 at 4% or $318,793 at 6%.
Insurance Solutions 401(K)/Ps-15$1,550,348$225,188$15,013iApproximate average salary by contribution assumption: employee only about $375,313 at 4% or $250,209 at 6%; with 50% employer match about $250,209 at 4% or $166,806 at 6%; with 100% employer match about $187,657 at 4% or $125,104 at 6%.
Alpel Insurance Ageency Inc. Profit Sharing Plan-13$1,235,859$275,000$21,154iApproximate average salary by contribution assumption: employee only about $528,846 at 4% or $352,564 at 6%; with 50% employer match about $352,564 at 4% or $235,043 at 6%; with 100% employer match about $264,423 at 4% or $176,282 at 6%.
INSURANCE SOLUTIONS PROFIT SHARING PLAN-13$235,247$73,640$5,665iApproximate average salary by contribution assumption: employee only about $141,615 at 4% or $94,410 at 6%; with 50% employer match about $94,410 at 4% or $62,940 at 6%; with 100% employer match about $70,808 at 4% or $47,205 at 6%.
2019315$2,142,548$582,808$38,854iApproximate average salary by contribution assumption: employee only about $971,347 at 4% or $647,564 at 6%; with 50% employer match about $647,564 at 4% or $431,710 at 6%; with 100% employer match about $485,673 at 4% or $323,782 at 6%.
Insurance Solutions 401(K)/Ps-15$1,181,491$155,808$10,387iApproximate average salary by contribution assumption: employee only about $259,680 at 4% or $173,120 at 6%; with 50% employer match about $173,120 at 4% or $115,413 at 6%; with 100% employer match about $129,840 at 4% or $86,560 at 6%.
Alpel Insurance Ageency Inc. Profit Sharing Plan-13$827,790$427,000$32,846iApproximate average salary by contribution assumption: employee only about $821,154 at 4% or $547,436 at 6%; with 50% employer match about $547,436 at 4% or $364,957 at 6%; with 100% employer match about $410,577 at 4% or $273,718 at 6%.
INSURANCE SOLUTIONS PROFIT SHARING PLAN-13$133,267$0-
2018315$1,353,344$417,675$27,845iApproximate average salary by contribution assumption: employee only about $696,125 at 4% or $464,083 at 6%; with 50% employer match about $464,083 at 4% or $309,389 at 6%; with 100% employer match about $348,063 at 4% or $232,042 at 6%.
Insurance Solutions 401(K)/Ps-15$866,015$141,191$9,413iApproximate average salary by contribution assumption: employee only about $235,318 at 4% or $156,879 at 6%; with 50% employer match about $156,879 at 4% or $104,586 at 6%; with 100% employer match about $117,659 at 4% or $78,439 at 6%.
Alpel Insurance Ageency Inc. Profit Sharing Plan-9$371,720$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
INSURANCE SOLUTIONS PROFIT SHARING PLAN-9$115,609$76,484$8,498iApproximate average salary by contribution assumption: employee only about $212,456 at 4% or $141,637 at 6%; with 50% employer match about $141,637 at 4% or $94,425 at 6%; with 100% employer match about $106,228 at 4% or $70,819 at 6%.
2017316$1,033,903$370,724$23,170iApproximate average salary by contribution assumption: employee only about $579,256 at 4% or $386,171 at 6%; with 50% employer match about $386,171 at 4% or $257,447 at 6%; with 100% employer match about $289,628 at 4% or $193,085 at 6%.
Insurance Solutions 401(K)/Ps-16$807,458$144,279$9,017iApproximate average salary by contribution assumption: employee only about $225,436 at 4% or $150,291 at 6%; with 50% employer match about $150,291 at 4% or $100,194 at 6%; with 100% employer match about $112,718 at 4% or $75,145 at 6%.
Alpel Insurance Ageency Inc. Profit Sharing Plan-10$183,200$183,200$18,320iApproximate average salary by contribution assumption: employee only about $458,000 at 4% or $305,333 at 6%; with 50% employer match about $305,333 at 4% or $203,556 at 6%; with 100% employer match about $229,000 at 4% or $152,667 at 6%.
INSURANCE SOLUTIONS PROFIT SHARING PLAN-0$43,245$43,245-
2016110$556,494$98,224$9,822iApproximate average salary by contribution assumption: employee only about $245,560 at 4% or $163,707 at 6%; with 50% employer match about $163,707 at 4% or $109,138 at 6%; with 100% employer match about $122,780 at 4% or $81,853 at 6%.
Insurance Solutions 401(K)/Ps-10$556,494$98,224$9,822iApproximate average salary by contribution assumption: employee only about $245,560 at 4% or $163,707 at 6%; with 50% employer match about $163,707 at 4% or $109,138 at 6%; with 100% employer match about $122,780 at 4% or $81,853 at 6%.
201519$462,315$65,759$7,307iApproximate average salary by contribution assumption: employee only about $182,664 at 4% or $121,776 at 6%; with 50% employer match about $121,776 at 4% or $81,184 at 6%; with 100% employer match about $91,332 at 4% or $60,888 at 6%.
Insurance Solutions 401(K)/Ps-9$462,315$65,759$7,307iApproximate average salary by contribution assumption: employee only about $182,664 at 4% or $121,776 at 6%; with 50% employer match about $121,776 at 4% or $81,184 at 6%; with 100% employer match about $91,332 at 4% or $60,888 at 6%.
201419$472,841$93,585$10,398iApproximate average salary by contribution assumption: employee only about $259,958 at 4% or $173,306 at 6%; with 50% employer match about $173,306 at 4% or $115,537 at 6%; with 100% employer match about $129,979 at 4% or $86,653 at 6%.
Insurance Solutions 401(K)/Ps-9$472,841$93,585$10,398iApproximate average salary by contribution assumption: employee only about $259,958 at 4% or $173,306 at 6%; with 50% employer match about $173,306 at 4% or $115,537 at 6%; with 100% employer match about $129,979 at 4% or $86,653 at 6%.
2013110$367,868$81,736$8,174iApproximate average salary by contribution assumption: employee only about $204,340 at 4% or $136,227 at 6%; with 50% employer match about $136,227 at 4% or $90,818 at 6%; with 100% employer match about $102,170 at 4% or $68,113 at 6%.
Insurance Solutions 401(K)/Ps-10$367,868$81,736$8,174iApproximate average salary by contribution assumption: employee only about $204,340 at 4% or $136,227 at 6%; with 50% employer match about $136,227 at 4% or $90,818 at 6%; with 100% employer match about $102,170 at 4% or $68,113 at 6%.
2012112$275,663$75,153$6,263iApproximate average salary by contribution assumption: employee only about $156,569 at 4% or $104,379 at 6%; with 50% employer match about $104,379 at 4% or $69,586 at 6%; with 100% employer match about $78,284 at 4% or $52,190 at 6%.
Insurance Solutions 401(K)/Ps-12$275,663$75,153$6,263iApproximate average salary by contribution assumption: employee only about $156,569 at 4% or $104,379 at 6%; with 50% employer match about $104,379 at 4% or $69,586 at 6%; with 100% employer match about $78,284 at 4% or $52,190 at 6%.
2011113$219,157$54,353$4,181iApproximate average salary by contribution assumption: employee only about $104,525 at 4% or $69,683 at 6%; with 50% employer match about $69,683 at 4% or $46,456 at 6%; with 100% employer match about $52,263 at 4% or $34,842 at 6%.
Insurance Solutions 401(K)/Ps-13$219,157$54,353$4,181iApproximate average salary by contribution assumption: employee only about $104,525 at 4% or $69,683 at 6%; with 50% employer match about $69,683 at 4% or $46,456 at 6%; with 100% employer match about $52,263 at 4% or $34,842 at 6%.
2010112$163,453$33,506$2,792iApproximate average salary by contribution assumption: employee only about $69,804 at 4% or $46,536 at 6%; with 50% employer match about $46,536 at 4% or $31,024 at 6%; with 100% employer match about $34,902 at 4% or $23,268 at 6%.
Insurance Solutions 401(K)/Ps-12$163,453$33,506$2,792iApproximate average salary by contribution assumption: employee only about $69,804 at 4% or $46,536 at 6%; with 50% employer match about $46,536 at 4% or $31,024 at 6%; with 100% employer match about $34,902 at 4% or $23,268 at 6%.
2009110$117,079$20,627$2,063iApproximate average salary by contribution assumption: employee only about $51,567 at 4% or $34,378 at 6%; with 50% employer match about $34,378 at 4% or $22,919 at 6%; with 100% employer match about $25,784 at 4% or $17,189 at 6%.
Insurance Solutions 401(K)/Ps-10$117,079$20,627$2,063iApproximate average salary by contribution assumption: employee only about $51,567 at 4% or $34,378 at 6%; with 50% employer match about $34,378 at 4% or $22,919 at 6%; with 100% employer match about $25,784 at 4% or $17,189 at 6%.
200617$84,826$35,808$5,115iApproximate average salary by contribution assumption: employee only about $127,886 at 4% or $85,257 at 6%; with 50% employer match about $85,257 at 4% or $56,838 at 6%; with 100% employer match about $63,943 at 4% or $42,629 at 6%.
Insurance Solutions 401(K)/Ps-7$84,826$35,808$5,115iApproximate average salary by contribution assumption: employee only about $127,886 at 4% or $85,257 at 6%; with 50% employer match about $85,257 at 4% or $56,838 at 6%; with 100% employer match about $63,943 at 4% or $42,629 at 6%.
200519$45,406$46,474$5,164iApproximate average salary by contribution assumption: employee only about $129,094 at 4% or $86,063 at 6%; with 50% employer match about $86,063 at 4% or $57,375 at 6%; with 100% employer match about $64,547 at 4% or $43,031 at 6%.
Insurance Solutions 401(K)/Ps-9$45,406$46,474$5,164iApproximate average salary by contribution assumption: employee only about $129,094 at 4% or $86,063 at 6%; with 50% employer match about $86,063 at 4% or $57,375 at 6%; with 100% employer match about $64,547 at 4% or $43,031 at 6%.
2004113$32,462$30,493$2,346iApproximate average salary by contribution assumption: employee only about $58,640 at 4% or $39,094 at 6%; with 50% employer match about $39,094 at 4% or $26,062 at 6%; with 100% employer match about $29,320 at 4% or $19,547 at 6%.
Insurance Solutions 401(K)/Ps-13$32,462$30,493$2,346iApproximate average salary by contribution assumption: employee only about $58,640 at 4% or $39,094 at 6%; with 50% employer match about $39,094 at 4% or $26,062 at 6%; with 100% employer match about $29,320 at 4% or $19,547 at 6%.
200310$0$0-
Alpel Insurance Ageency Inc. Profit Sharing Plan-0---
200224$0$1,147$287iApproximate average salary by contribution assumption: employee only about $7,169 at 4% or $4,779 at 6%; with 50% employer match about $4,779 at 4% or $3,186 at 6%; with 100% employer match about $3,584 at 4% or $2,390 at 6%.
Alpel Insurance Ageency Inc. Profit Sharing Plan-0---
ALPEL INSURANCE AGENCY 401K P/S PLAN-4-$1,147$287iApproximate average salary by contribution assumption: employee only about $7,169 at 4% or $4,779 at 6%; with 50% employer match about $4,779 at 4% or $3,186 at 6%; with 100% employer match about $3,584 at 4% or $2,390 at 6%.
2001115$0$0-
Alpel Insurance Ageency Inc. Profit Sharing Plan-15---
2000115$0$0-
Alpel Insurance Ageency Inc. Profit Sharing Plan-15---
199910$959,060$0-
Alpel Insurance Ageency Inc. Profit Sharing Plan-0$959,060--