Aitken & Ormond Insurance Agency Inc.
Plan context: First Independant/Aitken & Ormond Insurance Incentive Savings Plan
EIN 38-2184436 • Chesterfield, MI • 27 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$2,027,946
2025 Contributions
$175,320
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 16 | $2,027,946 | $175,320 | $10,958iApproximate average salary by contribution assumption: employee only about $273,938 at 4% or $182,625 at 6%; with 50% employer match about $182,625 at 4% or $121,750 at 6%; with 100% employer match about $136,969 at 4% or $91,313 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 16 | $2,027,946 | $175,320 | $10,958iApproximate average salary by contribution assumption: employee only about $273,938 at 4% or $182,625 at 6%; with 50% employer match about $182,625 at 4% or $121,750 at 6%; with 100% employer match about $136,969 at 4% or $91,313 at 6%. |
| 2024 | 1 | 15 | $1,792,330 | $145,547 | $9,703iApproximate average salary by contribution assumption: employee only about $242,578 at 4% or $161,719 at 6%; with 50% employer match about $161,719 at 4% or $107,813 at 6%; with 100% employer match about $121,289 at 4% or $80,859 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 15 | $1,792,330 | $145,547 | $9,703iApproximate average salary by contribution assumption: employee only about $242,578 at 4% or $161,719 at 6%; with 50% employer match about $161,719 at 4% or $107,813 at 6%; with 100% employer match about $121,289 at 4% or $80,859 at 6%. |
| 2023 | 1 | 14 | $1,609,764 | $127,809 | $9,129iApproximate average salary by contribution assumption: employee only about $228,230 at 4% or $152,154 at 6%; with 50% employer match about $152,154 at 4% or $101,436 at 6%; with 100% employer match about $114,115 at 4% or $76,077 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 14 | $1,609,764 | $127,809 | $9,129iApproximate average salary by contribution assumption: employee only about $228,230 at 4% or $152,154 at 6%; with 50% employer match about $152,154 at 4% or $101,436 at 6%; with 100% employer match about $114,115 at 4% or $76,077 at 6%. |
| 2022 | 1 | 15 | $1,314,865 | $113,527 | $7,568iApproximate average salary by contribution assumption: employee only about $189,212 at 4% or $126,141 at 6%; with 50% employer match about $126,141 at 4% or $84,094 at 6%; with 100% employer match about $94,606 at 4% or $63,071 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 15 | $1,314,865 | $113,527 | $7,568iApproximate average salary by contribution assumption: employee only about $189,212 at 4% or $126,141 at 6%; with 50% employer match about $126,141 at 4% or $84,094 at 6%; with 100% employer match about $94,606 at 4% or $63,071 at 6%. |
| 2021 | 1 | 16 | $1,551,353 | $87,324 | $5,458iApproximate average salary by contribution assumption: employee only about $136,444 at 4% or $90,963 at 6%; with 50% employer match about $90,963 at 4% or $60,642 at 6%; with 100% employer match about $68,222 at 4% or $45,481 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 16 | $1,551,353 | $87,324 | $5,458iApproximate average salary by contribution assumption: employee only about $136,444 at 4% or $90,963 at 6%; with 50% employer match about $90,963 at 4% or $60,642 at 6%; with 100% employer match about $68,222 at 4% or $45,481 at 6%. |
| 2020 | 1 | 0 | $1,275,265 | $76,550 | - |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 0 | $1,275,265 | $76,550 | - |
| 2019 | 1 | 15 | $1,034,593 | $78,324 | $5,222iApproximate average salary by contribution assumption: employee only about $130,540 at 4% or $87,027 at 6%; with 50% employer match about $87,027 at 4% or $58,018 at 6%; with 100% employer match about $65,270 at 4% or $43,513 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 15 | $1,034,593 | $78,324 | $5,222iApproximate average salary by contribution assumption: employee only about $130,540 at 4% or $87,027 at 6%; with 50% employer match about $87,027 at 4% or $58,018 at 6%; with 100% employer match about $65,270 at 4% or $43,513 at 6%. |
| 2018 | 1 | 15 | $854,070 | $58,120 | $3,875iApproximate average salary by contribution assumption: employee only about $96,867 at 4% or $64,578 at 6%; with 50% employer match about $64,578 at 4% or $43,052 at 6%; with 100% employer match about $48,433 at 4% or $32,289 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 15 | $854,070 | $58,120 | $3,875iApproximate average salary by contribution assumption: employee only about $96,867 at 4% or $64,578 at 6%; with 50% employer match about $64,578 at 4% or $43,052 at 6%; with 100% employer match about $48,433 at 4% or $32,289 at 6%. |
| 2017 | 1 | 16 | $878,768 | $57,655 | $3,603iApproximate average salary by contribution assumption: employee only about $90,086 at 4% or $60,057 at 6%; with 50% employer match about $60,057 at 4% or $40,038 at 6%; with 100% employer match about $45,043 at 4% or $30,029 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 16 | $878,768 | $57,655 | $3,603iApproximate average salary by contribution assumption: employee only about $90,086 at 4% or $60,057 at 6%; with 50% employer match about $60,057 at 4% or $40,038 at 6%; with 100% employer match about $45,043 at 4% or $30,029 at 6%. |
| 2016 | 1 | 16 | $838,151 | $42,581 | $2,661iApproximate average salary by contribution assumption: employee only about $66,533 at 4% or $44,355 at 6%; with 50% employer match about $44,355 at 4% or $29,570 at 6%; with 100% employer match about $33,266 at 4% or $22,178 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 16 | $838,151 | $42,581 | $2,661iApproximate average salary by contribution assumption: employee only about $66,533 at 4% or $44,355 at 6%; with 50% employer match about $44,355 at 4% or $29,570 at 6%; with 100% employer match about $33,266 at 4% or $22,178 at 6%. |
| 2015 | 1 | 17 | $858,131 | $92,701 | $5,453iApproximate average salary by contribution assumption: employee only about $136,325 at 4% or $90,883 at 6%; with 50% employer match about $90,883 at 4% or $60,589 at 6%; with 100% employer match about $68,163 at 4% or $45,442 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 17 | $858,131 | $92,701 | $5,453iApproximate average salary by contribution assumption: employee only about $136,325 at 4% or $90,883 at 6%; with 50% employer match about $90,883 at 4% or $60,589 at 6%; with 100% employer match about $68,163 at 4% or $45,442 at 6%. |
| 2014 | 1 | 17 | $905,767 | $46,951 | $2,762iApproximate average salary by contribution assumption: employee only about $69,046 at 4% or $46,030 at 6%; with 50% employer match about $46,030 at 4% or $30,687 at 6%; with 100% employer match about $34,523 at 4% or $23,015 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 17 | $905,767 | $46,951 | $2,762iApproximate average salary by contribution assumption: employee only about $69,046 at 4% or $46,030 at 6%; with 50% employer match about $46,030 at 4% or $30,687 at 6%; with 100% employer match about $34,523 at 4% or $23,015 at 6%. |
| 2013 | 1 | 15 | $844,854 | $48,792 | $3,253iApproximate average salary by contribution assumption: employee only about $81,320 at 4% or $54,213 at 6%; with 50% employer match about $54,213 at 4% or $36,142 at 6%; with 100% employer match about $40,660 at 4% or $27,107 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 15 | $844,854 | $48,792 | $3,253iApproximate average salary by contribution assumption: employee only about $81,320 at 4% or $54,213 at 6%; with 50% employer match about $54,213 at 4% or $36,142 at 6%; with 100% employer match about $40,660 at 4% or $27,107 at 6%. |
| 2012 | 1 | 16 | $690,405 | $80,399 | $5,025iApproximate average salary by contribution assumption: employee only about $125,623 at 4% or $83,749 at 6%; with 50% employer match about $83,749 at 4% or $55,833 at 6%; with 100% employer match about $62,812 at 4% or $41,874 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 16 | $690,405 | $80,399 | $5,025iApproximate average salary by contribution assumption: employee only about $125,623 at 4% or $83,749 at 6%; with 50% employer match about $83,749 at 4% or $55,833 at 6%; with 100% employer match about $62,812 at 4% or $41,874 at 6%. |
| 2011 | 1 | 12 | $557,811 | $43,229 | $3,602iApproximate average salary by contribution assumption: employee only about $90,060 at 4% or $60,040 at 6%; with 50% employer match about $60,040 at 4% or $40,027 at 6%; with 100% employer match about $45,030 at 4% or $30,020 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 12 | $557,811 | $43,229 | $3,602iApproximate average salary by contribution assumption: employee only about $90,060 at 4% or $60,040 at 6%; with 50% employer match about $60,040 at 4% or $40,027 at 6%; with 100% employer match about $45,030 at 4% or $30,020 at 6%. |
| 2010 | 1 | 11 | $549,530 | $45,270 | $4,115iApproximate average salary by contribution assumption: employee only about $102,886 at 4% or $68,591 at 6%; with 50% employer match about $68,591 at 4% or $45,727 at 6%; with 100% employer match about $51,443 at 4% or $34,295 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 11 | $549,530 | $45,270 | $4,115iApproximate average salary by contribution assumption: employee only about $102,886 at 4% or $68,591 at 6%; with 50% employer match about $68,591 at 4% or $45,727 at 6%; with 100% employer match about $51,443 at 4% or $34,295 at 6%. |
| 2009 | 1 | 11 | $527,715 | $45,930 | $4,175iApproximate average salary by contribution assumption: employee only about $104,386 at 4% or $69,591 at 6%; with 50% employer match about $69,591 at 4% or $46,394 at 6%; with 100% employer match about $52,193 at 4% or $34,795 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 11 | $527,715 | $45,930 | $4,175iApproximate average salary by contribution assumption: employee only about $104,386 at 4% or $69,591 at 6%; with 50% employer match about $69,591 at 4% or $46,394 at 6%; with 100% employer match about $52,193 at 4% or $34,795 at 6%. |
| 2008 | 1 | 14 | $411,979 | $62,017 | $4,430iApproximate average salary by contribution assumption: employee only about $110,745 at 4% or $73,830 at 6%; with 50% employer match about $73,830 at 4% or $49,220 at 6%; with 100% employer match about $55,372 at 4% or $36,915 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 14 | $411,979 | $62,017 | $4,430iApproximate average salary by contribution assumption: employee only about $110,745 at 4% or $73,830 at 6%; with 50% employer match about $73,830 at 4% or $49,220 at 6%; with 100% employer match about $55,372 at 4% or $36,915 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 15 | - | - | - |
| 2006 | 1 | 12 | $566,313 | $56,017 | $4,668iApproximate average salary by contribution assumption: employee only about $116,702 at 4% or $77,801 at 6%; with 50% employer match about $77,801 at 4% or $51,868 at 6%; with 100% employer match about $58,351 at 4% or $38,901 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 12 | $566,313 | $56,017 | $4,668iApproximate average salary by contribution assumption: employee only about $116,702 at 4% or $77,801 at 6%; with 50% employer match about $77,801 at 4% or $51,868 at 6%; with 100% employer match about $58,351 at 4% or $38,901 at 6%. |
| 2005 | 1 | 36 | $1,329,035 | $157,931 | $4,387iApproximate average salary by contribution assumption: employee only about $109,674 at 4% or $73,116 at 6%; with 50% employer match about $73,116 at 4% or $48,744 at 6%; with 100% employer match about $54,837 at 4% or $36,558 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 36 | $1,329,035 | $157,931 | $4,387iApproximate average salary by contribution assumption: employee only about $109,674 at 4% or $73,116 at 6%; with 50% employer match about $73,116 at 4% or $48,744 at 6%; with 100% employer match about $54,837 at 4% or $36,558 at 6%. |
| 2004 | 1 | 30 | $1,104,141 | $148,986 | $4,966iApproximate average salary by contribution assumption: employee only about $124,155 at 4% or $82,770 at 6%; with 50% employer match about $82,770 at 4% or $55,180 at 6%; with 100% employer match about $62,078 at 4% or $41,385 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 30 | $1,104,141 | $148,986 | $4,966iApproximate average salary by contribution assumption: employee only about $124,155 at 4% or $82,770 at 6%; with 50% employer match about $82,770 at 4% or $55,180 at 6%; with 100% employer match about $62,078 at 4% or $41,385 at 6%. |
| 2003 | 1 | 23 | $882,409 | $122,989 | $5,347iApproximate average salary by contribution assumption: employee only about $133,684 at 4% or $89,122 at 6%; with 50% employer match about $89,122 at 4% or $59,415 at 6%; with 100% employer match about $66,842 at 4% or $44,561 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 23 | $882,409 | $122,989 | $5,347iApproximate average salary by contribution assumption: employee only about $133,684 at 4% or $89,122 at 6%; with 50% employer match about $89,122 at 4% or $59,415 at 6%; with 100% employer match about $66,842 at 4% or $44,561 at 6%. |
| 2002 | 1 | 20 | $0 | $0 | - |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 20 | - | - | - |
| 2001 | 1 | 24 | $0 | $0 | - |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 24 | - | - | - |
| 2000 | 1 | 78 | $701,378 | $101,738 | $1,304iApproximate average salary by contribution assumption: employee only about $32,608 at 4% or $21,739 at 6%; with 50% employer match about $21,739 at 4% or $14,493 at 6%; with 100% employer match about $16,304 at 4% or $10,869 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 78 | $701,378 | $101,738 | $1,304iApproximate average salary by contribution assumption: employee only about $32,608 at 4% or $21,739 at 6%; with 50% employer match about $21,739 at 4% or $14,493 at 6%; with 100% employer match about $16,304 at 4% or $10,869 at 6%. |
| 1999 | 1 | 27 | $874,284 | $116,713 | $4,323iApproximate average salary by contribution assumption: employee only about $108,068 at 4% or $72,045 at 6%; with 50% employer match about $72,045 at 4% or $48,030 at 6%; with 100% employer match about $54,034 at 4% or $36,023 at 6%. |
| First Independant/Aitken & Ormond Insurance Incentive Savings Plan | - | 27 | $874,284 | $116,713 | $4,323iApproximate average salary by contribution assumption: employee only about $108,068 at 4% or $72,045 at 6%; with 50% employer match about $72,045 at 4% or $48,030 at 6%; with 100% employer match about $54,034 at 4% or $36,023 at 6%. |