Civic Intelligence

Hoffman Insurance Agency Inc.

Plan context: HOFFMAN INSURANCE AGENCY, INC. CASH BALANCE PENSION PLAN

EIN 34-0834304 • Cleveland, OH • 21 filings • 4 plans

1100 Superior Avenue Suite 1500Cleveland, OH 44114
Current Snapshot

Latest Year

2016

2016 Participants

44

2016 Assets

$3,056,310

2016 Contributions

$326,762

Historical Graphs

Total Assets Over Time

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

$3,056,310$1,528,155$0199920072015YearValue
$3,056,310Latest year 2015

Participants Over Time

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

44220199920072015YearValue
44Latest year 2015

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
201620$0$326,762-
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-0$0$133,762-
HOFFMAN INSURANCE AGENCY, INC. CASH BALANCE PENSION PLAN-0$0$193,000-
2015244$3,056,310$491,399$11,168iApproximate average salary by contribution assumption: employee only about $279,204 at 4% or $186,136 at 6%; with 50% employer match about $186,136 at 4% or $124,091 at 6%; with 100% employer match about $139,602 at 4% or $93,068 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-44$2,504,006$216,399$4,918iApproximate average salary by contribution assumption: employee only about $122,954 at 4% or $81,969 at 6%; with 50% employer match about $81,969 at 4% or $54,646 at 6%; with 100% employer match about $61,477 at 4% or $40,985 at 6%.
HOFFMAN INSURANCE AGENCY, INC. CASH BALANCE PENSION PLAN-25$552,304$275,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
2014242$3,047,722$581,028$13,834iApproximate average salary by contribution assumption: employee only about $345,850 at 4% or $230,567 at 6%; with 50% employer match about $230,567 at 4% or $153,711 at 6%; with 100% employer match about $172,925 at 4% or $115,283 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-42$2,779,009$312,315$7,436iApproximate average salary by contribution assumption: employee only about $185,902 at 4% or $123,935 at 6%; with 50% employer match about $123,935 at 4% or $82,623 at 6%; with 100% employer match about $92,951 at 4% or $61,967 at 6%.
HOFFMAN INSURANCE AGENCY, INC. CASH BALANCE PENSION PLAN-18$268,713$268,713$14,929iApproximate average salary by contribution assumption: employee only about $373,213 at 4% or $248,808 at 6%; with 50% employer match about $248,808 at 4% or $165,872 at 6%; with 100% employer match about $186,606 at 4% or $124,404 at 6%.
2013142$2,908,896$191,990$4,571iApproximate average salary by contribution assumption: employee only about $114,280 at 4% or $76,187 at 6%; with 50% employer match about $76,187 at 4% or $50,791 at 6%; with 100% employer match about $57,140 at 4% or $38,093 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-42$2,908,896$191,990$4,571iApproximate average salary by contribution assumption: employee only about $114,280 at 4% or $76,187 at 6%; with 50% employer match about $76,187 at 4% or $50,791 at 6%; with 100% employer match about $57,140 at 4% or $38,093 at 6%.
2012135$2,410,258$156,678$4,477iApproximate average salary by contribution assumption: employee only about $111,913 at 4% or $74,609 at 6%; with 50% employer match about $74,609 at 4% or $49,739 at 6%; with 100% employer match about $55,956 at 4% or $37,304 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-35$2,410,258$156,678$4,477iApproximate average salary by contribution assumption: employee only about $111,913 at 4% or $74,609 at 6%; with 50% employer match about $74,609 at 4% or $49,739 at 6%; with 100% employer match about $55,956 at 4% or $37,304 at 6%.
2011137$2,033,511$156,760$4,237iApproximate average salary by contribution assumption: employee only about $105,919 at 4% or $70,613 at 6%; with 50% employer match about $70,613 at 4% or $47,075 at 6%; with 100% employer match about $52,959 at 4% or $35,306 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-37$2,033,511$156,760$4,237iApproximate average salary by contribution assumption: employee only about $105,919 at 4% or $70,613 at 6%; with 50% employer match about $70,613 at 4% or $47,075 at 6%; with 100% employer match about $52,959 at 4% or $35,306 at 6%.
2010133$2,008,507$119,226$3,613iApproximate average salary by contribution assumption: employee only about $90,323 at 4% or $60,215 at 6%; with 50% employer match about $60,215 at 4% or $40,143 at 6%; with 100% employer match about $45,161 at 4% or $30,108 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-33$2,008,507$119,226$3,613iApproximate average salary by contribution assumption: employee only about $90,323 at 4% or $60,215 at 6%; with 50% employer match about $60,215 at 4% or $40,143 at 6%; with 100% employer match about $45,161 at 4% or $30,108 at 6%.
2009137$1,626,511$140,576$3,799iApproximate average salary by contribution assumption: employee only about $94,984 at 4% or $63,323 at 6%; with 50% employer match about $63,323 at 4% or $42,215 at 6%; with 100% employer match about $47,492 at 4% or $31,661 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-37$1,626,511$140,576$3,799iApproximate average salary by contribution assumption: employee only about $94,984 at 4% or $63,323 at 6%; with 50% employer match about $63,323 at 4% or $42,215 at 6%; with 100% employer match about $47,492 at 4% or $31,661 at 6%.
2008128$0$0-
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-28---
2007136$1,833,795$156,273$4,341iApproximate average salary by contribution assumption: employee only about $108,523 at 4% or $72,349 at 6%; with 50% employer match about $72,349 at 4% or $48,232 at 6%; with 100% employer match about $54,261 at 4% or $36,174 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-36$1,833,795$156,273$4,341iApproximate average salary by contribution assumption: employee only about $108,523 at 4% or $72,349 at 6%; with 50% employer match about $72,349 at 4% or $48,232 at 6%; with 100% employer match about $54,261 at 4% or $36,174 at 6%.
2006134$1,692,679$249,614$7,342iApproximate average salary by contribution assumption: employee only about $183,540 at 4% or $122,360 at 6%; with 50% employer match about $122,360 at 4% or $81,573 at 6%; with 100% employer match about $91,770 at 4% or $61,180 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-34$1,692,679$249,614$7,342iApproximate average salary by contribution assumption: employee only about $183,540 at 4% or $122,360 at 6%; with 50% employer match about $122,360 at 4% or $81,573 at 6%; with 100% employer match about $91,770 at 4% or $61,180 at 6%.
2005130$1,272,429$158,760$5,292iApproximate average salary by contribution assumption: employee only about $132,300 at 4% or $88,200 at 6%; with 50% employer match about $88,200 at 4% or $58,800 at 6%; with 100% employer match about $66,150 at 4% or $44,100 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-30$1,272,429$158,760$5,292iApproximate average salary by contribution assumption: employee only about $132,300 at 4% or $88,200 at 6%; with 50% employer match about $88,200 at 4% or $58,800 at 6%; with 100% employer match about $66,150 at 4% or $44,100 at 6%.
2004130$1,039,017$130,882$4,363iApproximate average salary by contribution assumption: employee only about $109,068 at 4% or $72,712 at 6%; with 50% employer match about $72,712 at 4% or $48,475 at 6%; with 100% employer match about $54,534 at 4% or $36,356 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-30$1,039,017$130,882$4,363iApproximate average salary by contribution assumption: employee only about $109,068 at 4% or $72,712 at 6%; with 50% employer match about $72,712 at 4% or $48,475 at 6%; with 100% employer match about $54,534 at 4% or $36,356 at 6%.
2003128$908,973$96,248$3,437iApproximate average salary by contribution assumption: employee only about $85,936 at 4% or $57,290 at 6%; with 50% employer match about $57,290 at 4% or $38,194 at 6%; with 100% employer match about $42,968 at 4% or $28,645 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-28$908,973$96,248$3,437iApproximate average salary by contribution assumption: employee only about $85,936 at 4% or $57,290 at 6%; with 50% employer match about $57,290 at 4% or $38,194 at 6%; with 100% employer match about $42,968 at 4% or $28,645 at 6%.
2002124$673,757$93,406$3,892iApproximate average salary by contribution assumption: employee only about $97,298 at 4% or $64,865 at 6%; with 50% employer match about $64,865 at 4% or $43,244 at 6%; with 100% employer match about $48,649 at 4% or $32,433 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-24$673,757$93,406$3,892iApproximate average salary by contribution assumption: employee only about $97,298 at 4% or $64,865 at 6%; with 50% employer match about $64,865 at 4% or $43,244 at 6%; with 100% employer match about $48,649 at 4% or $32,433 at 6%.
2001120$674,516$106,375$5,319iApproximate average salary by contribution assumption: employee only about $132,969 at 4% or $88,646 at 6%; with 50% employer match about $88,646 at 4% or $59,097 at 6%; with 100% employer match about $66,484 at 4% or $44,323 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-20$674,516$106,375$5,319iApproximate average salary by contribution assumption: employee only about $132,969 at 4% or $88,646 at 6%; with 50% employer match about $88,646 at 4% or $59,097 at 6%; with 100% employer match about $66,484 at 4% or $44,323 at 6%.
2000117$1,426,288$44,684$2,628iApproximate average salary by contribution assumption: employee only about $65,712 at 4% or $43,808 at 6%; with 50% employer match about $43,808 at 4% or $29,205 at 6%; with 100% employer match about $32,856 at 4% or $21,904 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-17$1,426,288$44,684$2,628iApproximate average salary by contribution assumption: employee only about $65,712 at 4% or $43,808 at 6%; with 50% employer match about $43,808 at 4% or $29,205 at 6%; with 100% employer match about $32,856 at 4% or $21,904 at 6%.
1999115$1,594,036$88,548$5,903iApproximate average salary by contribution assumption: employee only about $147,580 at 4% or $98,387 at 6%; with 50% employer match about $98,387 at 4% or $65,591 at 6%; with 100% employer match about $73,790 at 4% or $49,193 at 6%.
Hoffman Insurance Agency Inc Restated 401K Profit Sharing Plan-15$1,594,036$88,548$5,903iApproximate average salary by contribution assumption: employee only about $147,580 at 4% or $98,387 at 6%; with 50% employer match about $98,387 at 4% or $65,591 at 6%; with 100% employer match about $73,790 at 4% or $49,193 at 6%.