Civic Intelligence

Finest Insurance Agency Inc.

Plan context: Finest Insurance Agency Inc. 401(K) Plan

EIN 33-0586521 • LA Mesa, CA • 13 filings • 1 plans

4736 Mission Bell LaneLA Mesa, CA 91941
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$3,219,221

2025 Contributions

$240,478

Historical Graphs

Total Assets Over Time

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

$3,219,221$1,609,611$0201320192025YearValue
$3,219,221Latest year 2025

Participants Over Time

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

740201320192025YearValue
6Latest year 2025

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
202516$3,219,221$240,478$40,080iApproximate average salary by contribution assumption: employee only about $1,001,992 at 4% or $667,994 at 6%; with 50% employer match about $667,994 at 4% or $445,330 at 6%; with 100% employer match about $500,996 at 4% or $333,997 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-6$3,219,221$240,478$40,080iApproximate average salary by contribution assumption: employee only about $1,001,992 at 4% or $667,994 at 6%; with 50% employer match about $667,994 at 4% or $445,330 at 6%; with 100% employer match about $500,996 at 4% or $333,997 at 6%.
202416$2,609,898$234,538$39,090iApproximate average salary by contribution assumption: employee only about $977,242 at 4% or $651,494 at 6%; with 50% employer match about $651,494 at 4% or $434,330 at 6%; with 100% employer match about $488,621 at 4% or $325,747 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-6$2,609,898$234,538$39,090iApproximate average salary by contribution assumption: employee only about $977,242 at 4% or $651,494 at 6%; with 50% employer match about $651,494 at 4% or $434,330 at 6%; with 100% employer match about $488,621 at 4% or $325,747 at 6%.
202314$1,971,000$180,893$45,223iApproximate average salary by contribution assumption: employee only about $1,130,581 at 4% or $753,721 at 6%; with 50% employer match about $753,721 at 4% or $502,481 at 6%; with 100% employer match about $565,291 at 4% or $376,860 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-4$1,971,000$180,893$45,223iApproximate average salary by contribution assumption: employee only about $1,130,581 at 4% or $753,721 at 6%; with 50% employer match about $753,721 at 4% or $502,481 at 6%; with 100% employer match about $565,291 at 4% or $376,860 at 6%.
202214$1,396,214$164,089$41,022iApproximate average salary by contribution assumption: employee only about $1,025,556 at 4% or $683,704 at 6%; with 50% employer match about $683,704 at 4% or $455,803 at 6%; with 100% employer match about $512,778 at 4% or $341,852 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-4$1,396,214$164,089$41,022iApproximate average salary by contribution assumption: employee only about $1,025,556 at 4% or $683,704 at 6%; with 50% employer match about $683,704 at 4% or $455,803 at 6%; with 100% employer match about $512,778 at 4% or $341,852 at 6%.
202114$1,737,419$121,518$30,380iApproximate average salary by contribution assumption: employee only about $759,488 at 4% or $506,325 at 6%; with 50% employer match about $506,325 at 4% or $337,550 at 6%; with 100% employer match about $379,744 at 4% or $253,163 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-4$1,737,419$121,518$30,380iApproximate average salary by contribution assumption: employee only about $759,488 at 4% or $506,325 at 6%; with 50% employer match about $506,325 at 4% or $337,550 at 6%; with 100% employer match about $379,744 at 4% or $253,163 at 6%.
202013$1,420,857$62,331$20,777iApproximate average salary by contribution assumption: employee only about $519,425 at 4% or $346,283 at 6%; with 50% employer match about $346,283 at 4% or $230,856 at 6%; with 100% employer match about $259,713 at 4% or $173,142 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-3$1,420,857$62,331$20,777iApproximate average salary by contribution assumption: employee only about $519,425 at 4% or $346,283 at 6%; with 50% employer match about $346,283 at 4% or $230,856 at 6%; with 100% employer match about $259,713 at 4% or $173,142 at 6%.
201914$1,096,513$60,721$15,180iApproximate average salary by contribution assumption: employee only about $379,506 at 4% or $253,004 at 6%; with 50% employer match about $253,004 at 4% or $168,669 at 6%; with 100% employer match about $189,753 at 4% or $126,502 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-4$1,096,513$60,721$15,180iApproximate average salary by contribution assumption: employee only about $379,506 at 4% or $253,004 at 6%; with 50% employer match about $253,004 at 4% or $168,669 at 6%; with 100% employer match about $189,753 at 4% or $126,502 at 6%.
201814$855,990$64,217$16,054iApproximate average salary by contribution assumption: employee only about $401,356 at 4% or $267,571 at 6%; with 50% employer match about $267,571 at 4% or $178,381 at 6%; with 100% employer match about $200,678 at 4% or $133,785 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-4$855,990$64,217$16,054iApproximate average salary by contribution assumption: employee only about $401,356 at 4% or $267,571 at 6%; with 50% employer match about $267,571 at 4% or $178,381 at 6%; with 100% employer match about $200,678 at 4% or $133,785 at 6%.
201715$791,297$62,635$12,527iApproximate average salary by contribution assumption: employee only about $313,175 at 4% or $208,783 at 6%; with 50% employer match about $208,783 at 4% or $139,189 at 6%; with 100% employer match about $156,588 at 4% or $104,392 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-5$791,297$62,635$12,527iApproximate average salary by contribution assumption: employee only about $313,175 at 4% or $208,783 at 6%; with 50% employer match about $208,783 at 4% or $139,189 at 6%; with 100% employer match about $156,588 at 4% or $104,392 at 6%.
201616$645,494$114,975$19,163iApproximate average salary by contribution assumption: employee only about $479,063 at 4% or $319,375 at 6%; with 50% employer match about $319,375 at 4% or $212,917 at 6%; with 100% employer match about $239,531 at 4% or $159,688 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-6$645,494$114,975$19,163iApproximate average salary by contribution assumption: employee only about $479,063 at 4% or $319,375 at 6%; with 50% employer match about $319,375 at 4% or $212,917 at 6%; with 100% employer match about $239,531 at 4% or $159,688 at 6%.
201517$546,295$59,791$8,542iApproximate average salary by contribution assumption: employee only about $213,539 at 4% or $142,360 at 6%; with 50% employer match about $142,360 at 4% or $94,906 at 6%; with 100% employer match about $106,770 at 4% or $71,180 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-7$546,295$59,791$8,542iApproximate average salary by contribution assumption: employee only about $213,539 at 4% or $142,360 at 6%; with 50% employer match about $142,360 at 4% or $94,906 at 6%; with 100% employer match about $106,770 at 4% or $71,180 at 6%.
201416$486,504$137,142$22,857iApproximate average salary by contribution assumption: employee only about $571,425 at 4% or $380,950 at 6%; with 50% employer match about $380,950 at 4% or $253,967 at 6%; with 100% employer match about $285,713 at 4% or $190,475 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-6$486,504$137,142$22,857iApproximate average salary by contribution assumption: employee only about $571,425 at 4% or $380,950 at 6%; with 50% employer match about $380,950 at 4% or $253,967 at 6%; with 100% employer match about $285,713 at 4% or $190,475 at 6%.
201316$338,826$320,897$53,483iApproximate average salary by contribution assumption: employee only about $1,337,071 at 4% or $891,381 at 6%; with 50% employer match about $891,381 at 4% or $594,254 at 6%; with 100% employer match about $668,535 at 4% or $445,690 at 6%.
Finest Insurance Agency Inc. 401(K) Plan-6$338,826$320,897$53,483iApproximate average salary by contribution assumption: employee only about $1,337,071 at 4% or $891,381 at 6%; with 50% employer match about $891,381 at 4% or $594,254 at 6%; with 100% employer match about $668,535 at 4% or $445,690 at 6%.