Civic Intelligence

Encircle Insurance Services Inc.

Plan context: Encircle Insurance Services Inc. 401K Profit Sharing Plan

EIN 33-0594313 • San Diego, CA • 32 filings • 6 plans

8605 Aspect DriveSan Diego, CA 92108
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$6,322,173

2024 Contributions

$122,500

Historical Graphs

Total Assets Over Time

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

$6,322,173$3,161,087$0200120132024YearValue
$6,322,173Latest year 2024

Participants Over Time

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

740200120132024YearValue
2Latest year 2024

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
202412$6,322,173$122,500$61,250iApproximate average salary by contribution assumption: employee only about $1,531,250 at 4% or $1,020,833 at 6%; with 50% employer match about $1,020,833 at 4% or $680,556 at 6%; with 100% employer match about $765,625 at 4% or $510,417 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-2$6,322,173$122,500$61,250iApproximate average salary by contribution assumption: employee only about $1,531,250 at 4% or $1,020,833 at 6%; with 50% employer match about $1,020,833 at 4% or $680,556 at 6%; with 100% employer match about $765,625 at 4% or $510,417 at 6%.
202313$5,591,849$121,500$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-3$5,591,849$121,500$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
202214$4,930,997$113,000$28,250iApproximate average salary by contribution assumption: employee only about $706,250 at 4% or $470,833 at 6%; with 50% employer match about $470,833 at 4% or $313,889 at 6%; with 100% employer match about $353,125 at 4% or $235,417 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-4$4,930,997$113,000$28,250iApproximate average salary by contribution assumption: employee only about $706,250 at 4% or $470,833 at 6%; with 50% employer match about $470,833 at 4% or $313,889 at 6%; with 100% employer match about $353,125 at 4% or $235,417 at 6%.
202117$6,032,875$203,545$29,078iApproximate average salary by contribution assumption: employee only about $726,946 at 4% or $484,631 at 6%; with 50% employer match about $484,631 at 4% or $323,087 at 6%; with 100% employer match about $363,473 at 4% or $242,315 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-7$6,032,875$203,545$29,078iApproximate average salary by contribution assumption: employee only about $726,946 at 4% or $484,631 at 6%; with 50% employer match about $484,631 at 4% or $323,087 at 6%; with 100% employer match about $363,473 at 4% or $242,315 at 6%.
202017$5,073,045$201,369$28,767iApproximate average salary by contribution assumption: employee only about $719,175 at 4% or $479,450 at 6%; with 50% employer match about $479,450 at 4% or $319,633 at 6%; with 100% employer match about $359,588 at 4% or $239,725 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-7$5,073,045$201,369$28,767iApproximate average salary by contribution assumption: employee only about $719,175 at 4% or $479,450 at 6%; with 50% employer match about $479,450 at 4% or $319,633 at 6%; with 100% employer match about $359,588 at 4% or $239,725 at 6%.
201916$4,140,758$116,524$19,421iApproximate average salary by contribution assumption: employee only about $485,517 at 4% or $323,678 at 6%; with 50% employer match about $323,678 at 4% or $215,785 at 6%; with 100% employer match about $242,758 at 4% or $161,839 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-6$4,140,758$116,524$19,421iApproximate average salary by contribution assumption: employee only about $485,517 at 4% or $323,678 at 6%; with 50% employer match about $323,678 at 4% or $215,785 at 6%; with 100% employer match about $242,758 at 4% or $161,839 at 6%.
201817$3,251,090$144,995$20,714iApproximate average salary by contribution assumption: employee only about $517,839 at 4% or $345,226 at 6%; with 50% employer match about $345,226 at 4% or $230,151 at 6%; with 100% employer match about $258,920 at 4% or $172,613 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-7$3,251,090$144,995$20,714iApproximate average salary by contribution assumption: employee only about $517,839 at 4% or $345,226 at 6%; with 50% employer match about $345,226 at 4% or $230,151 at 6%; with 100% employer match about $258,920 at 4% or $172,613 at 6%.
201716$3,761,516$123,532$20,589iApproximate average salary by contribution assumption: employee only about $514,717 at 4% or $343,144 at 6%; with 50% employer match about $343,144 at 4% or $228,763 at 6%; with 100% employer match about $257,358 at 4% or $171,572 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-6$3,761,516$123,532$20,589iApproximate average salary by contribution assumption: employee only about $514,717 at 4% or $343,144 at 6%; with 50% employer match about $343,144 at 4% or $228,763 at 6%; with 100% employer match about $257,358 at 4% or $171,572 at 6%.
201616$3,051,983$119,928$19,988iApproximate average salary by contribution assumption: employee only about $499,700 at 4% or $333,133 at 6%; with 50% employer match about $333,133 at 4% or $222,089 at 6%; with 100% employer match about $249,850 at 4% or $166,567 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-6$3,051,983$119,928$19,988iApproximate average salary by contribution assumption: employee only about $499,700 at 4% or $333,133 at 6%; with 50% employer match about $333,133 at 4% or $222,089 at 6%; with 100% employer match about $249,850 at 4% or $166,567 at 6%.
201515$2,711,638$105,916$21,183iApproximate average salary by contribution assumption: employee only about $529,580 at 4% or $353,053 at 6%; with 50% employer match about $353,053 at 4% or $235,369 at 6%; with 100% employer match about $264,790 at 4% or $176,527 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-5$2,711,638$105,916$21,183iApproximate average salary by contribution assumption: employee only about $529,580 at 4% or $353,053 at 6%; with 50% employer match about $353,053 at 4% or $235,369 at 6%; with 100% employer match about $264,790 at 4% or $176,527 at 6%.
201415$2,599,517$94,857$18,971iApproximate average salary by contribution assumption: employee only about $474,285 at 4% or $316,190 at 6%; with 50% employer match about $316,190 at 4% or $210,793 at 6%; with 100% employer match about $237,143 at 4% or $158,095 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-5$2,599,517$94,857$18,971iApproximate average salary by contribution assumption: employee only about $474,285 at 4% or $316,190 at 6%; with 50% employer match about $316,190 at 4% or $210,793 at 6%; with 100% employer match about $237,143 at 4% or $158,095 at 6%.
201315$2,334,678$86,980$17,396iApproximate average salary by contribution assumption: employee only about $434,900 at 4% or $289,933 at 6%; with 50% employer match about $289,933 at 4% or $193,289 at 6%; with 100% employer match about $217,450 at 4% or $144,967 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-5$2,334,678$86,980$17,396iApproximate average salary by contribution assumption: employee only about $434,900 at 4% or $289,933 at 6%; with 50% employer match about $289,933 at 4% or $193,289 at 6%; with 100% employer match about $217,450 at 4% or $144,967 at 6%.
201215$1,779,235$80,032$16,006iApproximate average salary by contribution assumption: employee only about $400,160 at 4% or $266,773 at 6%; with 50% employer match about $266,773 at 4% or $177,849 at 6%; with 100% employer match about $200,080 at 4% or $133,387 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-5$1,779,235$80,032$16,006iApproximate average salary by contribution assumption: employee only about $400,160 at 4% or $266,773 at 6%; with 50% employer match about $266,773 at 4% or $177,849 at 6%; with 100% employer match about $200,080 at 4% or $133,387 at 6%.
201125$1,487,261$1,189,260$237,852iApproximate average salary by contribution assumption: employee only about $5,946,300 at 4% or $3,964,200 at 6%; with 50% employer match about $3,964,200 at 4% or $2,642,800 at 6%; with 100% employer match about $2,973,150 at 4% or $1,982,100 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-5$1,487,261$1,189,260$237,852iApproximate average salary by contribution assumption: employee only about $5,946,300 at 4% or $3,964,200 at 6%; with 50% employer match about $3,964,200 at 4% or $2,642,800 at 6%; with 100% employer match about $2,973,150 at 4% or $1,982,100 at 6%.
ENCIRCLE INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
201025$1,522,176$72,208$14,442iApproximate average salary by contribution assumption: employee only about $361,040 at 4% or $240,693 at 6%; with 50% employer match about $240,693 at 4% or $160,462 at 6%; with 100% employer match about $180,520 at 4% or $120,347 at 6%.
ENCIRCLE INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-4$1,182,882$0-
Encircle Insurance Services Inc. 401K Profit Sharing Plan-5$339,294$72,208$14,442iApproximate average salary by contribution assumption: employee only about $361,040 at 4% or $240,693 at 6%; with 50% employer match about $240,693 at 4% or $160,462 at 6%; with 100% employer match about $180,520 at 4% or $120,347 at 6%.
200925$1,179,884$174,164$34,833iApproximate average salary by contribution assumption: employee only about $870,820 at 4% or $580,547 at 6%; with 50% employer match about $580,547 at 4% or $387,031 at 6%; with 100% employer match about $435,410 at 4% or $290,273 at 6%.
ENCIRCLE INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-4$967,372$111,623$27,906iApproximate average salary by contribution assumption: employee only about $697,644 at 4% or $465,096 at 6%; with 50% employer match about $465,096 at 4% or $310,064 at 6%; with 100% employer match about $348,822 at 4% or $232,548 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-5$212,512$62,541$12,508iApproximate average salary by contribution assumption: employee only about $312,705 at 4% or $208,470 at 6%; with 50% employer match about $208,470 at 4% or $138,980 at 6%; with 100% employer match about $156,353 at 4% or $104,235 at 6%.
200823$740,978$194,096$64,699iApproximate average salary by contribution assumption: employee only about $1,617,467 at 4% or $1,078,311 at 6%; with 50% employer match about $1,078,311 at 4% or $718,874 at 6%; with 100% employer match about $808,733 at 4% or $539,156 at 6%.
ENCIRCLE INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-3$635,208$160,278$53,426iApproximate average salary by contribution assumption: employee only about $1,335,650 at 4% or $890,433 at 6%; with 50% employer match about $890,433 at 4% or $593,622 at 6%; with 100% employer match about $667,825 at 4% or $445,217 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-3$105,770$33,818$11,273iApproximate average salary by contribution assumption: employee only about $281,817 at 4% or $187,878 at 6%; with 50% employer match about $187,878 at 4% or $125,252 at 6%; with 100% employer match about $140,908 at 4% or $93,939 at 6%.
200723$1,037,253$163,899$54,633iApproximate average salary by contribution assumption: employee only about $1,365,825 at 4% or $910,550 at 6%; with 50% employer match about $910,550 at 4% or $607,033 at 6%; with 100% employer match about $682,913 at 4% or $455,275 at 6%.
ENCIRCLE INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-3$895,172$130,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-3$142,081$33,899$11,300iApproximate average salary by contribution assumption: employee only about $282,492 at 4% or $188,328 at 6%; with 50% employer match about $188,328 at 4% or $125,552 at 6%; with 100% employer match about $141,246 at 4% or $94,164 at 6%.
200623$856,314$171,161$57,054iApproximate average salary by contribution assumption: employee only about $1,426,342 at 4% or $950,894 at 6%; with 50% employer match about $950,894 at 4% or $633,930 at 6%; with 100% employer match about $713,171 at 4% or $475,447 at 6%.
ENCIRCLE INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-3$749,235$136,093$45,364iApproximate average salary by contribution assumption: employee only about $1,134,108 at 4% or $756,072 at 6%; with 50% employer match about $756,072 at 4% or $504,048 at 6%; with 100% employer match about $567,054 at 4% or $378,036 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-3$107,079$35,068$11,689iApproximate average salary by contribution assumption: employee only about $292,233 at 4% or $194,822 at 6%; with 50% employer match about $194,822 at 4% or $129,881 at 6%; with 100% employer match about $146,117 at 4% or $97,411 at 6%.
200523$587,703$125,120$41,707iApproximate average salary by contribution assumption: employee only about $1,042,667 at 4% or $695,111 at 6%; with 50% employer match about $695,111 at 4% or $463,407 at 6%; with 100% employer match about $521,333 at 4% or $347,556 at 6%.
ENCIRCLE INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-3$523,944$93,426$31,142iApproximate average salary by contribution assumption: employee only about $778,550 at 4% or $519,033 at 6%; with 50% employer match about $519,033 at 4% or $346,022 at 6%; with 100% employer match about $389,275 at 4% or $259,517 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-3$63,759$31,694$10,565iApproximate average salary by contribution assumption: employee only about $264,117 at 4% or $176,078 at 6%; with 50% employer match about $176,078 at 4% or $117,385 at 6%; with 100% employer match about $132,058 at 4% or $88,039 at 6%.
200423$418,300$113,948$37,983iApproximate average salary by contribution assumption: employee only about $949,567 at 4% or $633,044 at 6%; with 50% employer match about $633,044 at 4% or $422,030 at 6%; with 100% employer match about $474,783 at 4% or $316,522 at 6%.
ENCIRCLE INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-3$391,330$87,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
Encircle Insurance Services Inc. 401K Profit Sharing Plan-3$26,970$26,948$8,983iApproximate average salary by contribution assumption: employee only about $224,567 at 4% or $149,711 at 6%; with 50% employer match about $149,711 at 4% or $99,807 at 6%; with 100% employer match about $112,283 at 4% or $74,856 at 6%.
200313$263,812$9,292$3,097iApproximate average salary by contribution assumption: employee only about $77,433 at 4% or $51,622 at 6%; with 50% employer match about $51,622 at 4% or $34,415 at 6%; with 100% employer match about $38,717 at 4% or $25,811 at 6%.
ENCOMPASS INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN-3$263,812$9,292$3,097iApproximate average salary by contribution assumption: employee only about $77,433 at 4% or $51,622 at 6%; with 50% employer match about $51,622 at 4% or $34,415 at 6%; with 100% employer match about $38,717 at 4% or $25,811 at 6%.
200213$200,263$89,988$29,996iApproximate average salary by contribution assumption: employee only about $749,900 at 4% or $499,933 at 6%; with 50% employer match about $499,933 at 4% or $333,289 at 6%; with 100% employer match about $374,950 at 4% or $249,967 at 6%.
SAN DIEGO BENEFITS DESIGN INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN-3$200,263$89,988$29,996iApproximate average salary by contribution assumption: employee only about $749,900 at 4% or $499,933 at 6%; with 50% employer match about $499,933 at 4% or $333,289 at 6%; with 100% employer match about $374,950 at 4% or $249,967 at 6%.
200113$145,093$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
SAN DIEGO BENEFITS DESIGN INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN-3$145,093$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.