Civic Intelligence

Educate Success Insurance Agy Inc.

Plan context: Educate Success Insurance Agency Inc. Profit Sharing Plan

EIN 36-2705448 • Lake Forest, IL • 22 filings • 2 plans

P.O. Box 190Lake Forest, IL 60045
Current Snapshot

Latest Year

2020

2020 Participants

9

2020 Assets

$1,342,528

2020 Contributions

$50,768

Historical Graphs

Total Assets Over Time

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

$1,435,471$717,736$0199920112019YearValue
$1,342,528Latest year 2019

Participants Over Time

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

1260199920102019YearValue
9Latest year 2019

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
202010$0$0-
Educate Success Insurance Agency Inc. Profit Sharing Plan-0$0--
201919$1,342,528$0-
Educate Success Insurance Agency Inc. Profit Sharing Plan-9$1,342,528--
2018110$1,374,983$50,768$5,077iApproximate average salary by contribution assumption: employee only about $126,920 at 4% or $84,613 at 6%; with 50% employer match about $84,613 at 4% or $56,409 at 6%; with 100% employer match about $63,460 at 4% or $42,307 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-10$1,374,983$50,768$5,077iApproximate average salary by contribution assumption: employee only about $126,920 at 4% or $84,613 at 6%; with 50% employer match about $84,613 at 4% or $56,409 at 6%; with 100% employer match about $63,460 at 4% or $42,307 at 6%.
2017112$1,435,471$50,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-12$1,435,471$50,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
2016212$1,416,752$52,000$4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-12$1,416,752$52,000$4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-11---
201519$1,407,150$60,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-9$1,407,150$60,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201418$1,406,040$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-8$1,406,040$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201318$1,404,880$40,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-8$1,404,880$40,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201218$1,404,648$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-8$1,404,648$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
201118$800,213$10,544$1,318iApproximate average salary by contribution assumption: employee only about $32,950 at 4% or $21,967 at 6%; with 50% employer match about $21,967 at 4% or $14,644 at 6%; with 100% employer match about $16,475 at 4% or $10,983 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-8$800,213$10,544$1,318iApproximate average salary by contribution assumption: employee only about $32,950 at 4% or $21,967 at 6%; with 50% employer match about $21,967 at 4% or $14,644 at 6%; with 100% employer match about $16,475 at 4% or $10,983 at 6%.
201019$825,327$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-9$825,327$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
2009110$841,676$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-10$841,676$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200818$876,371$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-8$876,371$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200719$965,507$40,000$4,444iApproximate average salary by contribution assumption: employee only about $111,111 at 4% or $74,074 at 6%; with 50% employer match about $74,074 at 4% or $49,383 at 6%; with 100% employer match about $55,556 at 4% or $37,037 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-9$965,507$40,000$4,444iApproximate average salary by contribution assumption: employee only about $111,111 at 4% or $74,074 at 6%; with 50% employer match about $74,074 at 4% or $49,383 at 6%; with 100% employer match about $55,556 at 4% or $37,037 at 6%.
200617$921,683$40,319$5,760iApproximate average salary by contribution assumption: employee only about $143,996 at 4% or $95,998 at 6%; with 50% employer match about $95,998 at 4% or $63,998 at 6%; with 100% employer match about $71,998 at 4% or $47,999 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-7$921,683$40,319$5,760iApproximate average salary by contribution assumption: employee only about $143,996 at 4% or $95,998 at 6%; with 50% employer match about $95,998 at 4% or $63,998 at 6%; with 100% employer match about $71,998 at 4% or $47,999 at 6%.
200517$875,254$72,607$10,372iApproximate average salary by contribution assumption: employee only about $259,311 at 4% or $172,874 at 6%; with 50% employer match about $172,874 at 4% or $115,249 at 6%; with 100% employer match about $129,655 at 4% or $86,437 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-7$875,254$72,607$10,372iApproximate average salary by contribution assumption: employee only about $259,311 at 4% or $172,874 at 6%; with 50% employer match about $172,874 at 4% or $115,249 at 6%; with 100% employer match about $129,655 at 4% or $86,437 at 6%.
200315$808,239$46,418$9,284iApproximate average salary by contribution assumption: employee only about $232,090 at 4% or $154,727 at 6%; with 50% employer match about $154,727 at 4% or $103,151 at 6%; with 100% employer match about $116,045 at 4% or $77,363 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-5$808,239$46,418$9,284iApproximate average salary by contribution assumption: employee only about $232,090 at 4% or $154,727 at 6%; with 50% employer match about $154,727 at 4% or $103,151 at 6%; with 100% employer match about $116,045 at 4% or $77,363 at 6%.
200216$725,067$70,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-6$725,067$70,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
200117$0$0-
Educate Success Insurance Agency Inc. Profit Sharing Plan-7---
200018$0$0-
Educate Success Insurance Agency Inc. Profit Sharing Plan-8---
199919$555,902$65,000$7,222iApproximate average salary by contribution assumption: employee only about $180,556 at 4% or $120,370 at 6%; with 50% employer match about $120,370 at 4% or $80,247 at 6%; with 100% employer match about $90,278 at 4% or $60,185 at 6%.
Educate Success Insurance Agency Inc. Profit Sharing Plan-9$555,902$65,000$7,222iApproximate average salary by contribution assumption: employee only about $180,556 at 4% or $120,370 at 6%; with 50% employer match about $120,370 at 4% or $80,247 at 6%; with 100% employer match about $90,278 at 4% or $60,185 at 6%.