Schweickert & Co. Ins. Agents, Brokers & Managers
Plan context: SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN
EIN 33-0551253 • Irvine, CA • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$621,943
2024 Contributions
$89,523
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $621,943 | $89,523 | $14,921iApproximate average salary by contribution assumption: employee only about $373,013 at 4% or $248,675 at 6%; with 50% employer match about $248,675 at 4% or $165,783 at 6%; with 100% employer match about $186,506 at 4% or $124,338 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 6 | $621,943 | $89,523 | $14,921iApproximate average salary by contribution assumption: employee only about $373,013 at 4% or $248,675 at 6%; with 50% employer match about $248,675 at 4% or $165,783 at 6%; with 100% employer match about $186,506 at 4% or $124,338 at 6%. |
| 2023 | 1 | 4 | $471,421 | $47,910 | $11,978iApproximate average salary by contribution assumption: employee only about $299,438 at 4% or $199,625 at 6%; with 50% employer match about $199,625 at 4% or $133,083 at 6%; with 100% employer match about $149,719 at 4% or $99,813 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 4 | $471,421 | $47,910 | $11,978iApproximate average salary by contribution assumption: employee only about $299,438 at 4% or $199,625 at 6%; with 50% employer match about $199,625 at 4% or $133,083 at 6%; with 100% employer match about $149,719 at 4% or $99,813 at 6%. |
| 2022 | 1 | 4 | $354,437 | $41,164 | $10,291iApproximate average salary by contribution assumption: employee only about $257,275 at 4% or $171,517 at 6%; with 50% employer match about $171,517 at 4% or $114,344 at 6%; with 100% employer match about $128,638 at 4% or $85,758 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 4 | $354,437 | $41,164 | $10,291iApproximate average salary by contribution assumption: employee only about $257,275 at 4% or $171,517 at 6%; with 50% employer match about $171,517 at 4% or $114,344 at 6%; with 100% employer match about $128,638 at 4% or $85,758 at 6%. |
| 2021 | 1 | 4 | $381,750 | $36,379 | $9,095iApproximate average salary by contribution assumption: employee only about $227,369 at 4% or $151,579 at 6%; with 50% employer match about $151,579 at 4% or $101,053 at 6%; with 100% employer match about $113,684 at 4% or $75,790 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 4 | $381,750 | $36,379 | $9,095iApproximate average salary by contribution assumption: employee only about $227,369 at 4% or $151,579 at 6%; with 50% employer match about $151,579 at 4% or $101,053 at 6%; with 100% employer match about $113,684 at 4% or $75,790 at 6%. |
| 2020 | 1 | 4 | $504,086 | $36,546 | $9,137iApproximate average salary by contribution assumption: employee only about $228,413 at 4% or $152,275 at 6%; with 50% employer match about $152,275 at 4% or $101,517 at 6%; with 100% employer match about $114,206 at 4% or $76,138 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 4 | $504,086 | $36,546 | $9,137iApproximate average salary by contribution assumption: employee only about $228,413 at 4% or $152,275 at 6%; with 50% employer match about $152,275 at 4% or $101,517 at 6%; with 100% employer match about $114,206 at 4% or $76,138 at 6%. |
| 2019 | 1 | 4 | $398,986 | $35,052 | $8,763iApproximate average salary by contribution assumption: employee only about $219,075 at 4% or $146,050 at 6%; with 50% employer match about $146,050 at 4% or $97,367 at 6%; with 100% employer match about $109,538 at 4% or $73,025 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 4 | $398,986 | $35,052 | $8,763iApproximate average salary by contribution assumption: employee only about $219,075 at 4% or $146,050 at 6%; with 50% employer match about $146,050 at 4% or $97,367 at 6%; with 100% employer match about $109,538 at 4% or $73,025 at 6%. |
| 2018 | 1 | 5 | $408,009 | $23,375 | $4,675iApproximate average salary by contribution assumption: employee only about $116,875 at 4% or $77,917 at 6%; with 50% employer match about $77,917 at 4% or $51,944 at 6%; with 100% employer match about $58,438 at 4% or $38,958 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 5 | $408,009 | $23,375 | $4,675iApproximate average salary by contribution assumption: employee only about $116,875 at 4% or $77,917 at 6%; with 50% employer match about $77,917 at 4% or $51,944 at 6%; with 100% employer match about $58,438 at 4% or $38,958 at 6%. |
| 2017 | 1 | 5 | $399,359 | $21,297 | $4,259iApproximate average salary by contribution assumption: employee only about $106,485 at 4% or $70,990 at 6%; with 50% employer match about $70,990 at 4% or $47,327 at 6%; with 100% employer match about $53,242 at 4% or $35,495 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 5 | $399,359 | $21,297 | $4,259iApproximate average salary by contribution assumption: employee only about $106,485 at 4% or $70,990 at 6%; with 50% employer match about $70,990 at 4% or $47,327 at 6%; with 100% employer match about $53,242 at 4% or $35,495 at 6%. |
| 2016 | 1 | 5 | $416,844 | $19,254 | $3,851iApproximate average salary by contribution assumption: employee only about $96,270 at 4% or $64,180 at 6%; with 50% employer match about $64,180 at 4% or $42,787 at 6%; with 100% employer match about $48,135 at 4% or $32,090 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 5 | $416,844 | $19,254 | $3,851iApproximate average salary by contribution assumption: employee only about $96,270 at 4% or $64,180 at 6%; with 50% employer match about $64,180 at 4% or $42,787 at 6%; with 100% employer match about $48,135 at 4% or $32,090 at 6%. |
| 2015 | 1 | 5 | $390,984 | $12,001 | $2,400iApproximate average salary by contribution assumption: employee only about $60,005 at 4% or $40,003 at 6%; with 50% employer match about $40,003 at 4% or $26,669 at 6%; with 100% employer match about $30,002 at 4% or $20,002 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 5 | $390,984 | $12,001 | $2,400iApproximate average salary by contribution assumption: employee only about $60,005 at 4% or $40,003 at 6%; with 50% employer match about $40,003 at 4% or $26,669 at 6%; with 100% employer match about $30,002 at 4% or $20,002 at 6%. |
| 2014 | 1 | 5 | $391,480 | $11,728 | $2,346iApproximate average salary by contribution assumption: employee only about $58,640 at 4% or $39,093 at 6%; with 50% employer match about $39,093 at 4% or $26,062 at 6%; with 100% employer match about $29,320 at 4% or $19,547 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 5 | $391,480 | $11,728 | $2,346iApproximate average salary by contribution assumption: employee only about $58,640 at 4% or $39,093 at 6%; with 50% employer match about $39,093 at 4% or $26,062 at 6%; with 100% employer match about $29,320 at 4% or $19,547 at 6%. |
| 2013 | 1 | 6 | $386,840 | $11,408 | $1,901iApproximate average salary by contribution assumption: employee only about $47,533 at 4% or $31,689 at 6%; with 50% employer match about $31,689 at 4% or $21,126 at 6%; with 100% employer match about $23,767 at 4% or $15,844 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 6 | $386,840 | $11,408 | $1,901iApproximate average salary by contribution assumption: employee only about $47,533 at 4% or $31,689 at 6%; with 50% employer match about $31,689 at 4% or $21,126 at 6%; with 100% employer match about $23,767 at 4% or $15,844 at 6%. |
| 2012 | 1 | 6 | $337,212 | $13,308 | $2,218iApproximate average salary by contribution assumption: employee only about $55,450 at 4% or $36,967 at 6%; with 50% employer match about $36,967 at 4% or $24,644 at 6%; with 100% employer match about $27,725 at 4% or $18,483 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 6 | $337,212 | $13,308 | $2,218iApproximate average salary by contribution assumption: employee only about $55,450 at 4% or $36,967 at 6%; with 50% employer match about $36,967 at 4% or $24,644 at 6%; with 100% employer match about $27,725 at 4% or $18,483 at 6%. |
| 2011 | 1 | 8 | $324,889 | $20,798 | $2,600iApproximate average salary by contribution assumption: employee only about $64,994 at 4% or $43,329 at 6%; with 50% employer match about $43,329 at 4% or $28,886 at 6%; with 100% employer match about $32,497 at 4% or $21,665 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 8 | $324,889 | $20,798 | $2,600iApproximate average salary by contribution assumption: employee only about $64,994 at 4% or $43,329 at 6%; with 50% employer match about $43,329 at 4% or $28,886 at 6%; with 100% employer match about $32,497 at 4% or $21,665 at 6%. |
| 2010 | 1 | 9 | $567,301 | $24,114 | $2,679iApproximate average salary by contribution assumption: employee only about $66,983 at 4% or $44,656 at 6%; with 50% employer match about $44,656 at 4% or $29,770 at 6%; with 100% employer match about $33,492 at 4% or $22,328 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 9 | $567,301 | $24,114 | $2,679iApproximate average salary by contribution assumption: employee only about $66,983 at 4% or $44,656 at 6%; with 50% employer match about $44,656 at 4% or $29,770 at 6%; with 100% employer match about $33,492 at 4% or $22,328 at 6%. |
| 2009 | 1 | 9 | $520,061 | $25,860 | $2,873iApproximate average salary by contribution assumption: employee only about $71,833 at 4% or $47,889 at 6%; with 50% employer match about $47,889 at 4% or $31,926 at 6%; with 100% employer match about $35,917 at 4% or $23,944 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401(K) PLAN | - | 9 | $520,061 | $25,860 | $2,873iApproximate average salary by contribution assumption: employee only about $71,833 at 4% or $47,889 at 6%; with 50% employer match about $47,889 at 4% or $31,926 at 6%; with 100% employer match about $35,917 at 4% or $23,944 at 6%. |
| 2008 | 1 | 10 | $633,744 | $51,867 | $5,187iApproximate average salary by contribution assumption: employee only about $129,668 at 4% or $86,445 at 6%; with 50% employer match about $86,445 at 4% or $57,630 at 6%; with 100% employer match about $64,834 at 4% or $43,223 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401K PLAN | - | 10 | $633,744 | $51,867 | $5,187iApproximate average salary by contribution assumption: employee only about $129,668 at 4% or $86,445 at 6%; with 50% employer match about $86,445 at 4% or $57,630 at 6%; with 100% employer match about $64,834 at 4% or $43,223 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401K PLAN | - | 9 | - | - | - |
| 2006 | 1 | 10 | $721,639 | $45,105 | $4,511iApproximate average salary by contribution assumption: employee only about $112,763 at 4% or $75,175 at 6%; with 50% employer match about $75,175 at 4% or $50,117 at 6%; with 100% employer match about $56,381 at 4% or $37,588 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401K PLAN | - | 10 | $721,639 | $45,105 | $4,511iApproximate average salary by contribution assumption: employee only about $112,763 at 4% or $75,175 at 6%; with 50% employer match about $75,175 at 4% or $50,117 at 6%; with 100% employer match about $56,381 at 4% or $37,588 at 6%. |
| 2005 | 1 | 12 | $702,188 | $38,847 | $3,237iApproximate average salary by contribution assumption: employee only about $80,931 at 4% or $53,954 at 6%; with 50% employer match about $53,954 at 4% or $35,969 at 6%; with 100% employer match about $40,466 at 4% or $26,977 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401K PLAN | - | 12 | $702,188 | $38,847 | $3,237iApproximate average salary by contribution assumption: employee only about $80,931 at 4% or $53,954 at 6%; with 50% employer match about $53,954 at 4% or $35,969 at 6%; with 100% employer match about $40,466 at 4% or $26,977 at 6%. |
| 2004 | 1 | 10 | $629,562 | $48,605 | $4,861iApproximate average salary by contribution assumption: employee only about $121,513 at 4% or $81,008 at 6%; with 50% employer match about $81,008 at 4% or $54,006 at 6%; with 100% employer match about $60,756 at 4% or $40,504 at 6%. |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401K PLAN | - | 10 | $629,562 | $48,605 | $4,861iApproximate average salary by contribution assumption: employee only about $121,513 at 4% or $81,008 at 6%; with 50% employer match about $81,008 at 4% or $54,006 at 6%; with 100% employer match about $60,756 at 4% or $40,504 at 6%. |
| 2003 | 1 | 10 | $0 | $0 | - |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401K PLAN | - | 10 | - | - | - |
| 2002 | 1 | 8 | $0 | $0 | - |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401K PLAN | - | 8 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401K PLAN | - | 8 | - | - | - |
| 2000 | 2 | 8 | $0 | $0 | - |
| Schweickert & Co. Ins. Agents, Brokers & Managers Defined Benefit Plan | - | 0 | - | - | - |
| SCHWEICKERT & CO. INS. AGENTS, BROKERS & MANAGERS 401K PLAN | - | 8 | - | - | - |
| 1999 | 1 | 6 | $651,002 | $0 | - |
| Schweickert & Co. Ins. Agents, Brokers & Managers Defined Benefit Plan | - | 6 | $651,002 | - | - |