Civic Intelligence

Performance Insurance Services I

Plan context: Performance Insurance Services Inc. 401(K) Profit Sharing Plan

EIN 35-2068013 • Carmel, IN • 20 filings • 5 plans

4728 Lisborn DriveCarmel, IN 46033
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$168,154

2025 Contributions

$25,202

Historical Graphs

Total Assets Over Time

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

$1,044,863$522,432$0200620162025YearValue
$168,154Latest year 2025

Participants Over Time

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

19100200620162025YearValue
7Latest year 2025

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
202517$168,154$25,202$3,600iApproximate average salary by contribution assumption: employee only about $90,007 at 4% or $60,005 at 6%; with 50% employer match about $60,005 at 4% or $40,003 at 6%; with 100% employer match about $45,004 at 4% or $30,002 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-7$168,154$25,202$3,600iApproximate average salary by contribution assumption: employee only about $90,007 at 4% or $60,005 at 6%; with 50% employer match about $60,005 at 4% or $40,003 at 6%; with 100% employer match about $45,004 at 4% or $30,002 at 6%.
202419$869,777$58,528$6,503iApproximate average salary by contribution assumption: employee only about $162,578 at 4% or $108,385 at 6%; with 50% employer match about $108,385 at 4% or $72,257 at 6%; with 100% employer match about $81,289 at 4% or $54,193 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-9$869,777$58,528$6,503iApproximate average salary by contribution assumption: employee only about $162,578 at 4% or $108,385 at 6%; with 50% employer match about $108,385 at 4% or $72,257 at 6%; with 100% employer match about $81,289 at 4% or $54,193 at 6%.
2023110$1,044,863$79,286$7,929iApproximate average salary by contribution assumption: employee only about $198,215 at 4% or $132,143 at 6%; with 50% employer match about $132,143 at 4% or $88,096 at 6%; with 100% employer match about $99,108 at 4% or $66,072 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-10$1,044,863$79,286$7,929iApproximate average salary by contribution assumption: employee only about $198,215 at 4% or $132,143 at 6%; with 50% employer match about $132,143 at 4% or $88,096 at 6%; with 100% employer match about $99,108 at 4% or $66,072 at 6%.
2022110$835,689$81,230$8,123iApproximate average salary by contribution assumption: employee only about $203,075 at 4% or $135,383 at 6%; with 50% employer match about $135,383 at 4% or $90,256 at 6%; with 100% employer match about $101,538 at 4% or $67,692 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-10$835,689$81,230$8,123iApproximate average salary by contribution assumption: employee only about $203,075 at 4% or $135,383 at 6%; with 50% employer match about $135,383 at 4% or $90,256 at 6%; with 100% employer match about $101,538 at 4% or $67,692 at 6%.
2021111$899,785$75,978$6,907iApproximate average salary by contribution assumption: employee only about $172,677 at 4% or $115,118 at 6%; with 50% employer match about $115,118 at 4% or $76,745 at 6%; with 100% employer match about $86,339 at 4% or $57,559 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-11$899,785$75,978$6,907iApproximate average salary by contribution assumption: employee only about $172,677 at 4% or $115,118 at 6%; with 50% employer match about $115,118 at 4% or $76,745 at 6%; with 100% employer match about $86,339 at 4% or $57,559 at 6%.
2020112$776,526$80,701$6,725iApproximate average salary by contribution assumption: employee only about $168,127 at 4% or $112,085 at 6%; with 50% employer match about $112,085 at 4% or $74,723 at 6%; with 100% employer match about $84,064 at 4% or $56,042 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-12$776,526$80,701$6,725iApproximate average salary by contribution assumption: employee only about $168,127 at 4% or $112,085 at 6%; with 50% employer match about $112,085 at 4% or $74,723 at 6%; with 100% employer match about $84,064 at 4% or $56,042 at 6%.
2019115$722,834$89,453$5,964iApproximate average salary by contribution assumption: employee only about $149,088 at 4% or $99,392 at 6%; with 50% employer match about $99,392 at 4% or $66,261 at 6%; with 100% employer match about $74,544 at 4% or $49,696 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-15$722,834$89,453$5,964iApproximate average salary by contribution assumption: employee only about $149,088 at 4% or $99,392 at 6%; with 50% employer match about $99,392 at 4% or $66,261 at 6%; with 100% employer match about $74,544 at 4% or $49,696 at 6%.
2018115$523,124$80,395$5,360iApproximate average salary by contribution assumption: employee only about $133,992 at 4% or $89,328 at 6%; with 50% employer match about $89,328 at 4% or $59,552 at 6%; with 100% employer match about $66,996 at 4% or $44,664 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-15$523,124$80,395$5,360iApproximate average salary by contribution assumption: employee only about $133,992 at 4% or $89,328 at 6%; with 50% employer match about $89,328 at 4% or $59,552 at 6%; with 100% employer match about $66,996 at 4% or $44,664 at 6%.
2017115$615,332$78,706$5,247iApproximate average salary by contribution assumption: employee only about $131,177 at 4% or $87,451 at 6%; with 50% employer match about $87,451 at 4% or $58,301 at 6%; with 100% employer match about $65,588 at 4% or $43,726 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-15$615,332$78,706$5,247iApproximate average salary by contribution assumption: employee only about $131,177 at 4% or $87,451 at 6%; with 50% employer match about $87,451 at 4% or $58,301 at 6%; with 100% employer match about $65,588 at 4% or $43,726 at 6%.
2016115$458,609$79,003$5,267iApproximate average salary by contribution assumption: employee only about $131,672 at 4% or $87,781 at 6%; with 50% employer match about $87,781 at 4% or $58,521 at 6%; with 100% employer match about $65,836 at 4% or $43,891 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-15$458,609$79,003$5,267iApproximate average salary by contribution assumption: employee only about $131,672 at 4% or $87,781 at 6%; with 50% employer match about $87,781 at 4% or $58,521 at 6%; with 100% employer match about $65,836 at 4% or $43,891 at 6%.
2015115$366,334$75,090$5,006iApproximate average salary by contribution assumption: employee only about $125,150 at 4% or $83,433 at 6%; with 50% employer match about $83,433 at 4% or $55,622 at 6%; with 100% employer match about $62,575 at 4% or $41,717 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-15$366,334$75,090$5,006iApproximate average salary by contribution assumption: employee only about $125,150 at 4% or $83,433 at 6%; with 50% employer match about $83,433 at 4% or $55,622 at 6%; with 100% employer match about $62,575 at 4% or $41,717 at 6%.
2014116$297,705$66,223$4,139iApproximate average salary by contribution assumption: employee only about $103,473 at 4% or $68,982 at 6%; with 50% employer match about $68,982 at 4% or $45,988 at 6%; with 100% employer match about $51,737 at 4% or $34,491 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-16$297,705$66,223$4,139iApproximate average salary by contribution assumption: employee only about $103,473 at 4% or $68,982 at 6%; with 50% employer match about $68,982 at 4% or $45,988 at 6%; with 100% employer match about $51,737 at 4% or $34,491 at 6%.
2013115$233,288$48,542$3,236iApproximate average salary by contribution assumption: employee only about $80,903 at 4% or $53,936 at 6%; with 50% employer match about $53,936 at 4% or $35,957 at 6%; with 100% employer match about $40,452 at 4% or $26,968 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-15$233,288$48,542$3,236iApproximate average salary by contribution assumption: employee only about $80,903 at 4% or $53,936 at 6%; with 50% employer match about $53,936 at 4% or $35,957 at 6%; with 100% employer match about $40,452 at 4% or $26,968 at 6%.
2012114$175,912$54,663$3,905iApproximate average salary by contribution assumption: employee only about $97,613 at 4% or $65,075 at 6%; with 50% employer match about $65,075 at 4% or $43,383 at 6%; with 100% employer match about $48,806 at 4% or $32,538 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-14$175,912$54,663$3,905iApproximate average salary by contribution assumption: employee only about $97,613 at 4% or $65,075 at 6%; with 50% employer match about $65,075 at 4% or $43,383 at 6%; with 100% employer match about $48,806 at 4% or $32,538 at 6%.
2011119$139,540$36,134$1,902iApproximate average salary by contribution assumption: employee only about $47,545 at 4% or $31,696 at 6%; with 50% employer match about $31,696 at 4% or $21,131 at 6%; with 100% employer match about $23,772 at 4% or $15,848 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-19$139,540$36,134$1,902iApproximate average salary by contribution assumption: employee only about $47,545 at 4% or $31,696 at 6%; with 50% employer match about $31,696 at 4% or $21,131 at 6%; with 100% employer match about $23,772 at 4% or $15,848 at 6%.
201018$106,100$21,224$2,653iApproximate average salary by contribution assumption: employee only about $66,325 at 4% or $44,217 at 6%; with 50% employer match about $44,217 at 4% or $29,478 at 6%; with 100% employer match about $33,163 at 4% or $22,108 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-8$106,100$21,224$2,653iApproximate average salary by contribution assumption: employee only about $66,325 at 4% or $44,217 at 6%; with 50% employer match about $44,217 at 4% or $29,478 at 6%; with 100% employer match about $33,163 at 4% or $22,108 at 6%.
200919$72,617$23,405$2,601iApproximate average salary by contribution assumption: employee only about $65,014 at 4% or $43,343 at 6%; with 50% employer match about $43,343 at 4% or $28,895 at 6%; with 100% employer match about $32,507 at 4% or $21,671 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-9$72,617$23,405$2,601iApproximate average salary by contribution assumption: employee only about $65,014 at 4% or $43,343 at 6%; with 50% employer match about $43,343 at 4% or $28,895 at 6%; with 100% employer match about $32,507 at 4% or $21,671 at 6%.
2008115$34,184$17,988$1,199iApproximate average salary by contribution assumption: employee only about $29,980 at 4% or $19,987 at 6%; with 50% employer match about $19,987 at 4% or $13,324 at 6%; with 100% employer match about $14,990 at 4% or $9,993 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-15$34,184$17,988$1,199iApproximate average salary by contribution assumption: employee only about $29,980 at 4% or $19,987 at 6%; with 50% employer match about $19,987 at 4% or $13,324 at 6%; with 100% employer match about $14,990 at 4% or $9,993 at 6%.
2007114$35,464$21,403$1,529iApproximate average salary by contribution assumption: employee only about $38,220 at 4% or $25,480 at 6%; with 50% employer match about $25,480 at 4% or $16,987 at 6%; with 100% employer match about $19,110 at 4% or $12,740 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-14$35,464$21,403$1,529iApproximate average salary by contribution assumption: employee only about $38,220 at 4% or $25,480 at 6%; with 50% employer match about $25,480 at 4% or $16,987 at 6%; with 100% employer match about $19,110 at 4% or $12,740 at 6%.
2006110$16,795$15,568$1,557iApproximate average salary by contribution assumption: employee only about $38,920 at 4% or $25,947 at 6%; with 50% employer match about $25,947 at 4% or $17,298 at 6%; with 100% employer match about $19,460 at 4% or $12,973 at 6%.
Performance Insurance Services Inc. 401(K) Profit Sharing Plan-10$16,795$15,568$1,557iApproximate average salary by contribution assumption: employee only about $38,920 at 4% or $25,947 at 6%; with 50% employer match about $25,947 at 4% or $17,298 at 6%; with 100% employer match about $19,460 at 4% or $12,973 at 6%.