Civic Intelligence

James Finnicum

Plan context: Finnicum Insurance Agency Profit Sharing Plan

EIN 34-1246874 • 18 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$1,325,699

2007 Contributions

$4,728

Historical Graphs

Total Assets Over Time

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

$1,325,699$662,850$0199920042006YearValue
$1,325,699Latest year 2006

Participants Over Time

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

320199920032006YearValue
1Latest year 2006

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
200720$0$0-
Finnicum Insurance Agency Money Purchase-0---
Finnicum Insurance Agency Profit Sharing Plan-0---
200621$1,325,699$0-
Finnicum Insurance Agency Profit Sharing Plan-1$714,052--
Finnicum Insurance Agency Money Purchase-1$611,647--
200523$1,225,576$0-
Finnicum Insurance Agency Profit Sharing Plan-2$658,182--
Finnicum Insurance Agency Money Purchase-3$567,394--
200423$1,129,864$0-
Finnicum Insurance Agency Profit Sharing Plan-2$581,656--
Finnicum Insurance Agency Money Purchase-3$548,208--
200323$1,028,306$0-
Finnicum Insurance Agency Money Purchase-3$518,054--
Finnicum Insurance Agency Profit Sharing Plan-2$510,252--
200223$805,011$4,728$1,576iApproximate average salary by contribution assumption: employee only about $39,400 at 4% or $26,267 at 6%; with 50% employer match about $26,267 at 4% or $17,511 at 6%; with 100% employer match about $19,700 at 4% or $13,133 at 6%.
Finnicum Insurance Agency Money Purchase-3$411,539$4,728$1,576iApproximate average salary by contribution assumption: employee only about $39,400 at 4% or $26,267 at 6%; with 50% employer match about $26,267 at 4% or $17,511 at 6%; with 100% employer match about $19,700 at 4% or $13,133 at 6%.
Finnicum Insurance Agency Profit Sharing Plan-2$393,472--
200123$0$0-
Finnicum Insurance Agency Profit Sharing Plan-2---
Finnicum Insurance Agency Money Purchase-3---
200023$0$0-
Finnicum Insurance Agency Profit Sharing Plan-3---
Finnicum Insurance Agency Money Purchase-3---
199922$515,817$0-
Finnicum Insurance Agency Profit Sharing Plan-2$515,817--
Finnicum Insurance Agency Money Purchase-0---