Civic Intelligence

Friel Insurance Agency Inc

Plan context: Friel Insurance Agency Inc 401K Profit Sharing Plan & Trust

EIN 33-0495262 • Orange, CA • 8 filings • 2 plans

P.O. Box 4989Orange, CA 92863
Current Snapshot

Latest Year

2010

2010 Participants

1

2010 Assets

$139,228

2010 Contributions

$7,080

Historical Graphs

Total Assets Over Time

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

$139,228$69,614$0200320062009YearValue
$139,228Latest year 2009

Participants Over Time

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

420200320062009YearValue
1Latest 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
201010$0$0-
Friel Insurance Agency Inc 401K Profit Sharing Plan & Trust-0$0$0-
200911$139,228$7,080$7,080iApproximate average salary by contribution assumption: employee only about $177,000 at 4% or $118,000 at 6%; with 50% employer match about $118,000 at 4% or $78,667 at 6%; with 100% employer match about $88,500 at 4% or $59,000 at 6%.
Friel Insurance Agency Inc 401K Profit Sharing Plan & Trust-1$139,228$7,080$7,080iApproximate average salary by contribution assumption: employee only about $177,000 at 4% or $118,000 at 6%; with 50% employer match about $118,000 at 4% or $78,667 at 6%; with 100% employer match about $88,500 at 4% or $59,000 at 6%.
200812$135,333$12,930$6,465iApproximate average salary by contribution assumption: employee only about $161,625 at 4% or $107,750 at 6%; with 50% employer match about $107,750 at 4% or $71,833 at 6%; with 100% employer match about $80,813 at 4% or $53,875 at 6%.
Friel Insurance Agency Inc 401K Profit Sharing Plan & Trust-2$135,333$12,930$6,465iApproximate average salary by contribution assumption: employee only about $161,625 at 4% or $107,750 at 6%; with 50% employer match about $107,750 at 4% or $71,833 at 6%; with 100% employer match about $80,813 at 4% or $53,875 at 6%.
200713$0$0-
Friel Insurance Agency Inc 401K Profit Sharing Plan & Trust-3---
200613$138,158$29,937$9,979iApproximate average salary by contribution assumption: employee only about $249,475 at 4% or $166,317 at 6%; with 50% employer match about $166,317 at 4% or $110,878 at 6%; with 100% employer match about $124,738 at 4% or $83,158 at 6%.
Friel Insurance Agency Inc 401K Profit Sharing Plan & Trust-3$138,158$29,937$9,979iApproximate average salary by contribution assumption: employee only about $249,475 at 4% or $166,317 at 6%; with 50% employer match about $166,317 at 4% or $110,878 at 6%; with 100% employer match about $124,738 at 4% or $83,158 at 6%.
200514$98,708$32,747$8,187iApproximate average salary by contribution assumption: employee only about $204,669 at 4% or $136,446 at 6%; with 50% employer match about $136,446 at 4% or $90,964 at 6%; with 100% employer match about $102,334 at 4% or $68,223 at 6%.
Friel Insurance Agency Inc 401K Profit Sharing Plan & Trust-4$98,708$32,747$8,187iApproximate average salary by contribution assumption: employee only about $204,669 at 4% or $136,446 at 6%; with 50% employer match about $136,446 at 4% or $90,964 at 6%; with 100% employer match about $102,334 at 4% or $68,223 at 6%.
200414$60,874$28,422$7,106iApproximate average salary by contribution assumption: employee only about $177,638 at 4% or $118,425 at 6%; with 50% employer match about $118,425 at 4% or $78,950 at 6%; with 100% employer match about $88,819 at 4% or $59,213 at 6%.
Friel Insurance Agency Inc 401K Profit Sharing Plan & Trust-4$60,874$28,422$7,106iApproximate average salary by contribution assumption: employee only about $177,638 at 4% or $118,425 at 6%; with 50% employer match about $118,425 at 4% or $78,950 at 6%; with 100% employer match about $88,819 at 4% or $59,213 at 6%.
200314$28,277$25,130$6,283iApproximate average salary by contribution assumption: employee only about $157,063 at 4% or $104,708 at 6%; with 50% employer match about $104,708 at 4% or $69,806 at 6%; with 100% employer match about $78,531 at 4% or $52,354 at 6%.
Friel Insurance Agency Inc 401K Profit Sharing Plan & Trust-4$28,277$25,130$6,283iApproximate average salary by contribution assumption: employee only about $157,063 at 4% or $104,708 at 6%; with 50% employer match about $104,708 at 4% or $69,806 at 6%; with 100% employer match about $78,531 at 4% or $52,354 at 6%.