Civic Intelligence

Pg Insurance Services Inc.

Plan context: PG INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

EIN 33-0802134 • Laguna Hills, CA • 7 filings • 2 plans

23232 Peralta Drive, Suite 209Laguna Hills, CA 92653
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$2,149,316

2023 Contributions

$26,387

Historical Graphs

Total Assets Over Time

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

$2,252,188$1,126,094$0200620212023YearValue
$2,149,316Latest year 2023

Participants Over Time

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

320200620212023YearValue
3Latest year 2023

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
202313$2,149,316$26,387$8,796iApproximate average salary by contribution assumption: employee only about $219,892 at 4% or $146,594 at 6%; with 50% employer match about $146,594 at 4% or $97,730 at 6%; with 100% employer match about $109,946 at 4% or $73,297 at 6%.
PG INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-3$2,149,316$26,387$8,796iApproximate average salary by contribution assumption: employee only about $219,892 at 4% or $146,594 at 6%; with 50% employer match about $146,594 at 4% or $97,730 at 6%; with 100% employer match about $109,946 at 4% or $73,297 at 6%.
202213$2,222,593$9,535$3,178iApproximate average salary by contribution assumption: employee only about $79,458 at 4% or $52,972 at 6%; with 50% employer match about $52,972 at 4% or $35,315 at 6%; with 100% employer match about $39,729 at 4% or $26,486 at 6%.
PG INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-3$2,222,593$9,535$3,178iApproximate average salary by contribution assumption: employee only about $79,458 at 4% or $52,972 at 6%; with 50% employer match about $52,972 at 4% or $35,315 at 6%; with 100% employer match about $39,729 at 4% or $26,486 at 6%.
202113$2,252,188$1,265,388$421,796iApproximate average salary by contribution assumption: employee only about $10,544,900 at 4% or $7,029,933 at 6%; with 50% employer match about $7,029,933 at 4% or $4,686,622 at 6%; with 100% employer match about $5,272,450 at 4% or $3,514,967 at 6%.
PG INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-3$2,252,188$1,265,388$421,796iApproximate average salary by contribution assumption: employee only about $10,544,900 at 4% or $7,029,933 at 6%; with 50% employer match about $7,029,933 at 4% or $4,686,622 at 6%; with 100% employer match about $5,272,450 at 4% or $3,514,967 at 6%.
202012$892,969$887,784$443,892iApproximate average salary by contribution assumption: employee only about $11,097,300 at 4% or $7,398,200 at 6%; with 50% employer match about $7,398,200 at 4% or $4,932,133 at 6%; with 100% employer match about $5,548,650 at 4% or $3,699,100 at 6%.
PG INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-2$892,969$887,784$443,892iApproximate average salary by contribution assumption: employee only about $11,097,300 at 4% or $7,398,200 at 6%; with 50% employer match about $7,398,200 at 4% or $4,932,133 at 6%; with 100% employer match about $5,548,650 at 4% or $3,699,100 at 6%.
200810$0$1,275-
Pg Insurance Services Inc. 401K Plan-0-$1,275-
200713$13,240$9,430$3,143iApproximate average salary by contribution assumption: employee only about $78,583 at 4% or $52,389 at 6%; with 50% employer match about $52,389 at 4% or $34,926 at 6%; with 100% employer match about $39,292 at 4% or $26,194 at 6%.
Pg Insurance Services Inc. 401K Plan-3$13,240$9,430$3,143iApproximate average salary by contribution assumption: employee only about $78,583 at 4% or $52,389 at 6%; with 50% employer match about $52,389 at 4% or $34,926 at 6%; with 100% employer match about $39,292 at 4% or $26,194 at 6%.
200613$2,936$2,835$945iApproximate average salary by contribution assumption: employee only about $23,625 at 4% or $15,750 at 6%; with 50% employer match about $15,750 at 4% or $10,500 at 6%; with 100% employer match about $11,813 at 4% or $7,875 at 6%.
Pg Insurance Services Inc. 401K Plan-3$2,936$2,835$945iApproximate average salary by contribution assumption: employee only about $23,625 at 4% or $15,750 at 6%; with 50% employer match about $15,750 at 4% or $10,500 at 6%; with 100% employer match about $11,813 at 4% or $7,875 at 6%.