Carousel Insurance Services Inc.
Plan context: Carousel Insurance Services Inc. Cash Balance Plan
EIN 33-0885504 • Laguna Niguel, CA • 4 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
8
2016 Assets
$770,029
2016 Contributions
$770,029
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 |
|---|---|---|---|---|---|
| 2016 | 2 | 0 | $0 | $0 | - |
| Carousel Insurance Services Inc. Cash Balance Plan | - | 0 | $0 | $0 | - |
| Carousel Insurance Services Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2015 | 2 | 8 | $770,029 | $770,029 | $96,254iApproximate average salary by contribution assumption: employee only about $2,406,341 at 4% or $1,604,227 at 6%; with 50% employer match about $1,604,227 at 4% or $1,069,485 at 6%; with 100% employer match about $1,203,170 at 4% or $802,114 at 6%. |
| Carousel Insurance Services Inc. Cash Balance Plan | - | 8 | $633,037 | $633,037 | $79,130iApproximate average salary by contribution assumption: employee only about $1,978,241 at 4% or $1,318,827 at 6%; with 50% employer match about $1,318,827 at 4% or $879,218 at 6%; with 100% employer match about $989,120 at 4% or $659,414 at 6%. |
| Carousel Insurance Services Inc. Profit Sharing Plan | - | 7 | $136,992 | $136,992 | $19,570iApproximate average salary by contribution assumption: employee only about $489,257 at 4% or $326,171 at 6%; with 50% employer match about $326,171 at 4% or $217,448 at 6%; with 100% employer match about $244,629 at 4% or $163,086 at 6%. |