Reis Agency Inc.
Plan context: David E. Reis Insurance Profit Sharing Plan and Trust
EIN 33-1032240 • River Falls, WI • 13 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
4
2015 Assets
$44,955
2015 Contributions
$12,578
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 4 | $44,955 | $12,578 | $3,145iApproximate average salary by contribution assumption: employee only about $78,613 at 4% or $52,408 at 6%; with 50% employer match about $52,408 at 4% or $34,939 at 6%; with 100% employer match about $39,306 at 4% or $26,204 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 4 | $44,955 | $12,578 | $3,145iApproximate average salary by contribution assumption: employee only about $78,613 at 4% or $52,408 at 6%; with 50% employer match about $52,408 at 4% or $34,939 at 6%; with 100% employer match about $39,306 at 4% or $26,204 at 6%. |
| 2014 | 1 | 4 | $40,322 | $22,829 | $5,707iApproximate average salary by contribution assumption: employee only about $142,681 at 4% or $95,121 at 6%; with 50% employer match about $95,121 at 4% or $63,414 at 6%; with 100% employer match about $71,341 at 4% or $47,560 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 4 | $40,322 | $22,829 | $5,707iApproximate average salary by contribution assumption: employee only about $142,681 at 4% or $95,121 at 6%; with 50% employer match about $95,121 at 4% or $63,414 at 6%; with 100% employer match about $71,341 at 4% or $47,560 at 6%. |
| 2013 | 1 | 4 | $647,273 | $23,083 | $5,771iApproximate average salary by contribution assumption: employee only about $144,269 at 4% or $96,179 at 6%; with 50% employer match about $96,179 at 4% or $64,119 at 6%; with 100% employer match about $72,134 at 4% or $48,090 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 4 | $647,273 | $23,083 | $5,771iApproximate average salary by contribution assumption: employee only about $144,269 at 4% or $96,179 at 6%; with 50% employer match about $96,179 at 4% or $64,119 at 6%; with 100% employer match about $72,134 at 4% or $48,090 at 6%. |
| 2012 | 1 | 4 | $606,031 | $24,230 | $6,058iApproximate average salary by contribution assumption: employee only about $151,438 at 4% or $100,958 at 6%; with 50% employer match about $100,958 at 4% or $67,306 at 6%; with 100% employer match about $75,719 at 4% or $50,479 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 4 | $606,031 | $24,230 | $6,058iApproximate average salary by contribution assumption: employee only about $151,438 at 4% or $100,958 at 6%; with 50% employer match about $100,958 at 4% or $67,306 at 6%; with 100% employer match about $75,719 at 4% or $50,479 at 6%. |
| 2011 | 1 | 4 | $504,488 | $22,807 | $5,702iApproximate average salary by contribution assumption: employee only about $142,544 at 4% or $95,029 at 6%; with 50% employer match about $95,029 at 4% or $63,353 at 6%; with 100% employer match about $71,272 at 4% or $47,515 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 4 | $504,488 | $22,807 | $5,702iApproximate average salary by contribution assumption: employee only about $142,544 at 4% or $95,029 at 6%; with 50% employer match about $95,029 at 4% or $63,353 at 6%; with 100% employer match about $71,272 at 4% or $47,515 at 6%. |
| 2010 | 1 | 2 | $483,109 | $21,794 | $10,897iApproximate average salary by contribution assumption: employee only about $272,425 at 4% or $181,617 at 6%; with 50% employer match about $181,617 at 4% or $121,078 at 6%; with 100% employer match about $136,213 at 4% or $90,808 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 2 | $483,109 | $21,794 | $10,897iApproximate average salary by contribution assumption: employee only about $272,425 at 4% or $181,617 at 6%; with 50% employer match about $181,617 at 4% or $121,078 at 6%; with 100% employer match about $136,213 at 4% or $90,808 at 6%. |
| 2009 | 1 | 3 | $414,493 | $23,758 | $7,919iApproximate average salary by contribution assumption: employee only about $197,983 at 4% or $131,989 at 6%; with 50% employer match about $131,989 at 4% or $87,993 at 6%; with 100% employer match about $98,992 at 4% or $65,994 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 3 | $414,493 | $23,758 | $7,919iApproximate average salary by contribution assumption: employee only about $197,983 at 4% or $131,989 at 6%; with 50% employer match about $131,989 at 4% or $87,993 at 6%; with 100% employer match about $98,992 at 4% or $65,994 at 6%. |
| 2008 | 1 | 3 | $297,594 | $27,558 | $9,186iApproximate average salary by contribution assumption: employee only about $229,650 at 4% or $153,100 at 6%; with 50% employer match about $153,100 at 4% or $102,067 at 6%; with 100% employer match about $114,825 at 4% or $76,550 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 3 | $297,594 | $27,558 | $9,186iApproximate average salary by contribution assumption: employee only about $229,650 at 4% or $153,100 at 6%; with 50% employer match about $153,100 at 4% or $102,067 at 6%; with 100% employer match about $114,825 at 4% or $76,550 at 6%. |
| 2007 | 1 | 1 | $447,364 | $18,390 | $18,390iApproximate average salary by contribution assumption: employee only about $459,750 at 4% or $306,500 at 6%; with 50% employer match about $306,500 at 4% or $204,333 at 6%; with 100% employer match about $229,875 at 4% or $153,250 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 1 | $447,364 | $18,390 | $18,390iApproximate average salary by contribution assumption: employee only about $459,750 at 4% or $306,500 at 6%; with 50% employer match about $306,500 at 4% or $204,333 at 6%; with 100% employer match about $229,875 at 4% or $153,250 at 6%. |
| 2006 | 1 | 2 | $413,661 | $21,170 | $10,585iApproximate average salary by contribution assumption: employee only about $264,625 at 4% or $176,417 at 6%; with 50% employer match about $176,417 at 4% or $117,611 at 6%; with 100% employer match about $132,313 at 4% or $88,208 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 2 | $413,661 | $21,170 | $10,585iApproximate average salary by contribution assumption: employee only about $264,625 at 4% or $176,417 at 6%; with 50% employer match about $176,417 at 4% or $117,611 at 6%; with 100% employer match about $132,313 at 4% or $88,208 at 6%. |
| 2005 | 1 | 2 | $366,658 | $23,110 | $11,555iApproximate average salary by contribution assumption: employee only about $288,875 at 4% or $192,583 at 6%; with 50% employer match about $192,583 at 4% or $128,389 at 6%; with 100% employer match about $144,438 at 4% or $96,292 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 2 | $366,658 | $23,110 | $11,555iApproximate average salary by contribution assumption: employee only about $288,875 at 4% or $192,583 at 6%; with 50% employer match about $192,583 at 4% or $128,389 at 6%; with 100% employer match about $144,438 at 4% or $96,292 at 6%. |
| 2004 | 1 | 2 | $326,801 | $19,482 | $9,741iApproximate average salary by contribution assumption: employee only about $243,525 at 4% or $162,350 at 6%; with 50% employer match about $162,350 at 4% or $108,233 at 6%; with 100% employer match about $121,763 at 4% or $81,175 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 2 | $326,801 | $19,482 | $9,741iApproximate average salary by contribution assumption: employee only about $243,525 at 4% or $162,350 at 6%; with 50% employer match about $162,350 at 4% or $108,233 at 6%; with 100% employer match about $121,763 at 4% or $81,175 at 6%. |
| 2003 | 1 | 2 | $281,339 | $18,735 | $9,368iApproximate average salary by contribution assumption: employee only about $234,188 at 4% or $156,125 at 6%; with 50% employer match about $156,125 at 4% or $104,083 at 6%; with 100% employer match about $117,094 at 4% or $78,063 at 6%. |
| David E. Reis Insurance Profit Sharing Plan and Trust | - | 2 | $281,339 | $18,735 | $9,368iApproximate average salary by contribution assumption: employee only about $234,188 at 4% or $156,125 at 6%; with 50% employer match about $156,125 at 4% or $104,083 at 6%; with 100% employer match about $117,094 at 4% or $78,063 at 6%. |