Civic Intelligence

French & Cormany Insurance

Plan context: French Cormany Insurance 401 K Profit Sharing Plan Trust

EIN 33-0931929 • Tustin, CA • 15 filings • 4 plans

1422 Edinger Avenue, Suite 200Tustin, CA 92780
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,393,646

2024 Contributions

$153,199

Historical Graphs

Total Assets Over Time

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

$1,393,646$696,823$0201020172024YearValue
$1,393,646Latest year 2024

Participants Over Time

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

950201020172024YearValue
9Latest 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
202419$1,393,646$153,199$17,022iApproximate average salary by contribution assumption: employee only about $425,553 at 4% or $283,702 at 6%; with 50% employer match about $283,702 at 4% or $189,135 at 6%; with 100% employer match about $212,776 at 4% or $141,851 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-9$1,393,646$153,199$17,022iApproximate average salary by contribution assumption: employee only about $425,553 at 4% or $283,702 at 6%; with 50% employer match about $283,702 at 4% or $189,135 at 6%; with 100% employer match about $212,776 at 4% or $141,851 at 6%.
202318$1,139,489$120,935$15,117iApproximate average salary by contribution assumption: employee only about $377,922 at 4% or $251,948 at 6%; with 50% employer match about $251,948 at 4% or $167,965 at 6%; with 100% employer match about $188,961 at 4% or $125,974 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-8$1,139,489$120,935$15,117iApproximate average salary by contribution assumption: employee only about $377,922 at 4% or $251,948 at 6%; with 50% employer match about $251,948 at 4% or $167,965 at 6%; with 100% employer match about $188,961 at 4% or $125,974 at 6%.
202216$721,996$99,978$16,663iApproximate average salary by contribution assumption: employee only about $416,575 at 4% or $277,717 at 6%; with 50% employer match about $277,717 at 4% or $185,144 at 6%; with 100% employer match about $208,288 at 4% or $138,858 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-6$721,996$99,978$16,663iApproximate average salary by contribution assumption: employee only about $416,575 at 4% or $277,717 at 6%; with 50% employer match about $277,717 at 4% or $185,144 at 6%; with 100% employer match about $208,288 at 4% or $138,858 at 6%.
202116$799,308$109,983$18,331iApproximate average salary by contribution assumption: employee only about $458,263 at 4% or $305,508 at 6%; with 50% employer match about $305,508 at 4% or $203,672 at 6%; with 100% employer match about $229,131 at 4% or $152,754 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-6$799,308$109,983$18,331iApproximate average salary by contribution assumption: employee only about $458,263 at 4% or $305,508 at 6%; with 50% employer match about $305,508 at 4% or $203,672 at 6%; with 100% employer match about $229,131 at 4% or $152,754 at 6%.
202015$567,962$70,313$14,063iApproximate average salary by contribution assumption: employee only about $351,565 at 4% or $234,377 at 6%; with 50% employer match about $234,377 at 4% or $156,251 at 6%; with 100% employer match about $175,783 at 4% or $117,188 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-5$567,962$70,313$14,063iApproximate average salary by contribution assumption: employee only about $351,565 at 4% or $234,377 at 6%; with 50% employer match about $234,377 at 4% or $156,251 at 6%; with 100% employer match about $175,783 at 4% or $117,188 at 6%.
201915$419,376$49,191$9,838iApproximate average salary by contribution assumption: employee only about $245,955 at 4% or $163,970 at 6%; with 50% employer match about $163,970 at 4% or $109,313 at 6%; with 100% employer match about $122,978 at 4% or $81,985 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-5$419,376$49,191$9,838iApproximate average salary by contribution assumption: employee only about $245,955 at 4% or $163,970 at 6%; with 50% employer match about $163,970 at 4% or $109,313 at 6%; with 100% employer match about $122,978 at 4% or $81,985 at 6%.
201815$292,833$53,454$10,691iApproximate average salary by contribution assumption: employee only about $267,270 at 4% or $178,180 at 6%; with 50% employer match about $178,180 at 4% or $118,787 at 6%; with 100% employer match about $133,635 at 4% or $89,090 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-5$292,833$53,454$10,691iApproximate average salary by contribution assumption: employee only about $267,270 at 4% or $178,180 at 6%; with 50% employer match about $178,180 at 4% or $118,787 at 6%; with 100% employer match about $133,635 at 4% or $89,090 at 6%.
201715$260,892$32,977$6,595iApproximate average salary by contribution assumption: employee only about $164,885 at 4% or $109,923 at 6%; with 50% employer match about $109,923 at 4% or $73,282 at 6%; with 100% employer match about $82,443 at 4% or $54,962 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-5$260,892$32,977$6,595iApproximate average salary by contribution assumption: employee only about $164,885 at 4% or $109,923 at 6%; with 50% employer match about $109,923 at 4% or $73,282 at 6%; with 100% employer match about $82,443 at 4% or $54,962 at 6%.
201615$191,067$31,611$6,322iApproximate average salary by contribution assumption: employee only about $158,055 at 4% or $105,370 at 6%; with 50% employer match about $105,370 at 4% or $70,247 at 6%; with 100% employer match about $79,028 at 4% or $52,685 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-5$191,067$31,611$6,322iApproximate average salary by contribution assumption: employee only about $158,055 at 4% or $105,370 at 6%; with 50% employer match about $105,370 at 4% or $70,247 at 6%; with 100% employer match about $79,028 at 4% or $52,685 at 6%.
201513$145,694$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-3$145,694$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
201413$121,942$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-3$121,942$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201312$95,849$12,640$6,320iApproximate average salary by contribution assumption: employee only about $158,000 at 4% or $105,333 at 6%; with 50% employer match about $105,333 at 4% or $70,222 at 6%; with 100% employer match about $79,000 at 4% or $52,667 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-2$95,849$12,640$6,320iApproximate average salary by contribution assumption: employee only about $158,000 at 4% or $105,333 at 6%; with 50% employer match about $105,333 at 4% or $70,222 at 6%; with 100% employer match about $79,000 at 4% or $52,667 at 6%.
201213$69,611$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-3$69,611$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
201113$50,675$11,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-3$50,675$11,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
201013$39,536$36,740$12,247iApproximate average salary by contribution assumption: employee only about $306,167 at 4% or $204,111 at 6%; with 50% employer match about $204,111 at 4% or $136,074 at 6%; with 100% employer match about $153,083 at 4% or $102,056 at 6%.
French Cormany Insurance 401 K Profit Sharing Plan Trust-3$39,536$36,740$12,247iApproximate average salary by contribution assumption: employee only about $306,167 at 4% or $204,111 at 6%; with 50% employer match about $204,111 at 4% or $136,074 at 6%; with 100% employer match about $153,083 at 4% or $102,056 at 6%.