SET SEG INSURANCE SERVICES AGENCY, INC.
Plan context: Set Inc. 401K Plan & Trust
EIN 38-6104869 • Lansing, MI • 28 filings • 6 plans
Current Snapshot
Latest Year
2017
2017 Participants
90
2017 Assets
$11,071,835
2017 Contributions
$1,242,399
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 90 | $11,071,835 | $1,242,399 | $13,804iApproximate average salary by contribution assumption: employee only about $345,111 at 4% or $230,074 at 6%; with 50% employer match about $230,074 at 4% or $153,383 at 6%; with 100% employer match about $172,555 at 4% or $115,037 at 6%. |
| Set Inc. 401K Plan & Trust | - | 90 | $11,071,835 | $1,242,399 | $13,804iApproximate average salary by contribution assumption: employee only about $345,111 at 4% or $230,074 at 6%; with 50% employer match about $230,074 at 4% or $153,383 at 6%; with 100% employer match about $172,555 at 4% or $115,037 at 6%. |
| 2016 | 1 | 85 | $8,429,210 | $975,722 | $11,479iApproximate average salary by contribution assumption: employee only about $286,977 at 4% or $191,318 at 6%; with 50% employer match about $191,318 at 4% or $127,545 at 6%; with 100% employer match about $143,489 at 4% or $95,659 at 6%. |
| Set Inc. 401K Plan & Trust | - | 85 | $8,429,210 | $975,722 | $11,479iApproximate average salary by contribution assumption: employee only about $286,977 at 4% or $191,318 at 6%; with 50% employer match about $191,318 at 4% or $127,545 at 6%; with 100% employer match about $143,489 at 4% or $95,659 at 6%. |
| 2015 | 1 | 79 | $8,799,158 | $981,416 | $12,423iApproximate average salary by contribution assumption: employee only about $310,575 at 4% or $207,050 at 6%; with 50% employer match about $207,050 at 4% or $138,033 at 6%; with 100% employer match about $155,287 at 4% or $103,525 at 6%. |
| Set Inc. 401K Plan & Trust | - | 79 | $8,799,158 | $981,416 | $12,423iApproximate average salary by contribution assumption: employee only about $310,575 at 4% or $207,050 at 6%; with 50% employer match about $207,050 at 4% or $138,033 at 6%; with 100% employer match about $155,287 at 4% or $103,525 at 6%. |
| 2014 | 1 | 76 | $8,446,219 | $668,439 | $8,795iApproximate average salary by contribution assumption: employee only about $219,881 at 4% or $146,588 at 6%; with 50% employer match about $146,588 at 4% or $97,725 at 6%; with 100% employer match about $109,941 at 4% or $73,294 at 6%. |
| Set Inc. 401K Plan & Trust | - | 76 | $8,446,219 | $668,439 | $8,795iApproximate average salary by contribution assumption: employee only about $219,881 at 4% or $146,588 at 6%; with 50% employer match about $146,588 at 4% or $97,725 at 6%; with 100% employer match about $109,941 at 4% or $73,294 at 6%. |
| 2013 | 1 | 75 | $7,768,462 | $722,833 | $9,638iApproximate average salary by contribution assumption: employee only about $240,944 at 4% or $160,630 at 6%; with 50% employer match about $160,630 at 4% or $107,086 at 6%; with 100% employer match about $120,472 at 4% or $80,315 at 6%. |
| Set Inc. 401K Plan & Trust | - | 75 | $7,768,462 | $722,833 | $9,638iApproximate average salary by contribution assumption: employee only about $240,944 at 4% or $160,630 at 6%; with 50% employer match about $160,630 at 4% or $107,086 at 6%; with 100% employer match about $120,472 at 4% or $80,315 at 6%. |
| 2012 | 1 | 72 | $6,858,654 | $606,919 | $8,429iApproximate average salary by contribution assumption: employee only about $210,736 at 4% or $140,491 at 6%; with 50% employer match about $140,491 at 4% or $93,660 at 6%; with 100% employer match about $105,368 at 4% or $70,245 at 6%. |
| Set Inc. 401K Plan & Trust | - | 72 | $6,858,654 | $606,919 | $8,429iApproximate average salary by contribution assumption: employee only about $210,736 at 4% or $140,491 at 6%; with 50% employer match about $140,491 at 4% or $93,660 at 6%; with 100% employer match about $105,368 at 4% or $70,245 at 6%. |
| 2011 | 1 | 51 | $6,412,168 | $657,500 | $12,892iApproximate average salary by contribution assumption: employee only about $322,304 at 4% or $214,869 at 6%; with 50% employer match about $214,869 at 4% or $143,246 at 6%; with 100% employer match about $161,152 at 4% or $107,435 at 6%. |
| Set Inc. 401K Plan & Trust | - | 51 | $6,412,168 | $657,500 | $12,892iApproximate average salary by contribution assumption: employee only about $322,304 at 4% or $214,869 at 6%; with 50% employer match about $214,869 at 4% or $143,246 at 6%; with 100% employer match about $161,152 at 4% or $107,435 at 6%. |
| 2010 | 1 | 61 | $6,422,378 | $625,361 | $10,252iApproximate average salary by contribution assumption: employee only about $256,295 at 4% or $170,864 at 6%; with 50% employer match about $170,864 at 4% or $113,909 at 6%; with 100% employer match about $128,148 at 4% or $85,432 at 6%. |
| Set Inc. 401K Plan & Trust | - | 61 | $6,422,378 | $625,361 | $10,252iApproximate average salary by contribution assumption: employee only about $256,295 at 4% or $170,864 at 6%; with 50% employer match about $170,864 at 4% or $113,909 at 6%; with 100% employer match about $128,148 at 4% or $85,432 at 6%. |
| 2009 | 1 | 57 | $5,834,970 | $622,770 | $10,926iApproximate average salary by contribution assumption: employee only about $273,145 at 4% or $182,096 at 6%; with 50% employer match about $182,096 at 4% or $121,398 at 6%; with 100% employer match about $136,572 at 4% or $91,048 at 6%. |
| Set Inc. 401K Plan & Trust | - | 57 | $5,834,970 | $622,770 | $10,926iApproximate average salary by contribution assumption: employee only about $273,145 at 4% or $182,096 at 6%; with 50% employer match about $182,096 at 4% or $121,398 at 6%; with 100% employer match about $136,572 at 4% or $91,048 at 6%. |
| 2008 | 2 | 56 | $0 | $0 | - |
| Set Inc. 401K Plan & Trust | - | 56 | - | - | - |
| SET, INC. RETIREMENT PLAN & TRUST | - | 0 | - | - | - |
| 2007 | 2 | 52 | $1,618,042 | $174,174 | $3,350iApproximate average salary by contribution assumption: employee only about $83,738 at 4% or $55,825 at 6%; with 50% employer match about $55,825 at 4% or $37,217 at 6%; with 100% employer match about $41,869 at 4% or $27,913 at 6%. |
| Set Inc. 401K Plan & Trust | - | 52 | $1,618,042 | $174,174 | $3,350iApproximate average salary by contribution assumption: employee only about $83,738 at 4% or $55,825 at 6%; with 50% employer match about $55,825 at 4% or $37,217 at 6%; with 100% employer match about $41,869 at 4% or $27,913 at 6%. |
| SET, INC. RETIREMENT PLAN & TRUST | - | 45 | - | - | - |
| 2006 | 2 | 49 | $5,757,633 | $505,320 | $10,313iApproximate average salary by contribution assumption: employee only about $257,816 at 4% or $171,878 at 6%; with 50% employer match about $171,878 at 4% or $114,585 at 6%; with 100% employer match about $128,908 at 4% or $85,939 at 6%. |
| SET, INC. RETIREMENT PLAN & TRUST | - | 45 | $4,322,186 | $325,991 | $7,244iApproximate average salary by contribution assumption: employee only about $181,106 at 4% or $120,737 at 6%; with 50% employer match about $120,737 at 4% or $80,492 at 6%; with 100% employer match about $90,553 at 4% or $60,369 at 6%. |
| Set Inc. 401K Plan & Trust | - | 49 | $1,435,447 | $179,329 | $3,660iApproximate average salary by contribution assumption: employee only about $91,494 at 4% or $60,996 at 6%; with 50% employer match about $60,996 at 4% or $40,664 at 6%; with 100% employer match about $45,747 at 4% or $30,498 at 6%. |
| 2005 | 2 | 45 | $4,832,516 | $448,178 | $9,960iApproximate average salary by contribution assumption: employee only about $248,988 at 4% or $165,992 at 6%; with 50% employer match about $165,992 at 4% or $110,661 at 6%; with 100% employer match about $124,494 at 4% or $82,996 at 6%. |
| SET, INC. RETIREMENT PLAN & TRUST | - | 40 | $3,686,459 | $300,735 | $7,518iApproximate average salary by contribution assumption: employee only about $187,959 at 4% or $125,306 at 6%; with 50% employer match about $125,306 at 4% or $83,538 at 6%; with 100% employer match about $93,980 at 4% or $62,653 at 6%. |
| Set Inc. 401K Plan & Trust | - | 45 | $1,146,057 | $147,443 | $3,277iApproximate average salary by contribution assumption: employee only about $81,913 at 4% or $54,609 at 6%; with 50% employer match about $54,609 at 4% or $36,406 at 6%; with 100% employer match about $40,956 at 4% or $27,304 at 6%. |
| 2004 | 2 | 44 | $4,019,016 | $415,968 | $9,454iApproximate average salary by contribution assumption: employee only about $236,345 at 4% or $157,564 at 6%; with 50% employer match about $157,564 at 4% or $105,042 at 6%; with 100% employer match about $118,173 at 4% or $78,782 at 6%. |
| SET, INC. RETIREMENT PLAN & TRUST | - | 37 | $3,077,055 | $275,194 | $7,438iApproximate average salary by contribution assumption: employee only about $185,942 at 4% or $123,961 at 6%; with 50% employer match about $123,961 at 4% or $82,641 at 6%; with 100% employer match about $92,971 at 4% or $61,981 at 6%. |
| Set Inc. 401K Plan & Trust | - | 44 | $941,961 | $140,774 | $3,199iApproximate average salary by contribution assumption: employee only about $79,985 at 4% or $53,323 at 6%; with 50% employer match about $53,323 at 4% or $35,549 at 6%; with 100% employer match about $39,993 at 4% or $26,662 at 6%. |
| 2003 | 2 | 38 | $3,770,246 | $405,594 | $10,674iApproximate average salary by contribution assumption: employee only about $266,838 at 4% or $177,892 at 6%; with 50% employer match about $177,892 at 4% or $118,595 at 6%; with 100% employer match about $133,419 at 4% or $88,946 at 6%. |
| SET, INC. RETIREMENT PLAN & TRUST | - | 37 | $3,010,399 | $275,501 | $7,446iApproximate average salary by contribution assumption: employee only about $186,149 at 4% or $124,100 at 6%; with 50% employer match about $124,100 at 4% or $82,733 at 6%; with 100% employer match about $93,075 at 4% or $62,050 at 6%. |
| Set Inc. 401K Plan & Trust | - | 38 | $759,847 | $130,093 | $3,424iApproximate average salary by contribution assumption: employee only about $85,588 at 4% or $57,058 at 6%; with 50% employer match about $57,058 at 4% or $38,039 at 6%; with 100% employer match about $42,794 at 4% or $28,529 at 6%. |
| 2002 | 2 | 45 | $3,373,249 | $430,031 | $9,556iApproximate average salary by contribution assumption: employee only about $238,906 at 4% or $159,271 at 6%; with 50% employer match about $159,271 at 4% or $106,180 at 6%; with 100% employer match about $119,453 at 4% or $79,635 at 6%. |
| SET, INC. RETIREMENT PLAN & TRUST | - | 44 | $2,850,854 | $295,904 | $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%. |
| Set Inc. 401K Plan & Trust | - | 45 | $522,395 | $134,127 | $2,981iApproximate average salary by contribution assumption: employee only about $74,515 at 4% or $49,677 at 6%; with 50% employer match about $49,677 at 4% or $33,118 at 6%; with 100% employer match about $37,258 at 4% or $24,838 at 6%. |
| 2001 | 2 | 49 | $522,299 | $142,690 | $2,912iApproximate average salary by contribution assumption: employee only about $72,801 at 4% or $48,534 at 6%; with 50% employer match about $48,534 at 4% or $32,356 at 6%; with 100% employer match about $36,401 at 4% or $24,267 at 6%. |
| Set Inc. 401K Plan & Trust | - | 49 | $522,299 | $142,690 | $2,912iApproximate average salary by contribution assumption: employee only about $72,801 at 4% or $48,534 at 6%; with 50% employer match about $48,534 at 4% or $32,356 at 6%; with 100% employer match about $36,401 at 4% or $24,267 at 6%. |
| SET, INC. RETIREMENT PLAN & TRUST | - | 48 | - | - | - |
| 2000 | 2 | 48 | $453,869 | $102,689 | $2,139iApproximate average salary by contribution assumption: employee only about $53,484 at 4% or $35,656 at 6%; with 50% employer match about $35,656 at 4% or $23,771 at 6%; with 100% employer match about $26,742 at 4% or $17,828 at 6%. |
| Set Inc. 401K Plan & Trust | - | 48 | $453,869 | $102,689 | $2,139iApproximate average salary by contribution assumption: employee only about $53,484 at 4% or $35,656 at 6%; with 50% employer match about $35,656 at 4% or $23,771 at 6%; with 100% employer match about $26,742 at 4% or $17,828 at 6%. |
| SET, INC. RETIREMENT PLAN & TRUST | - | 46 | - | - | - |
| 1999 | 1 | 41 | $352,290 | $100,485 | $2,451iApproximate average salary by contribution assumption: employee only about $61,271 at 4% or $40,848 at 6%; with 50% employer match about $40,848 at 4% or $27,232 at 6%; with 100% employer match about $30,636 at 4% or $20,424 at 6%. |
| Set Inc. 401K Plan & Trust | - | 41 | $352,290 | $100,485 | $2,451iApproximate average salary by contribution assumption: employee only about $61,271 at 4% or $40,848 at 6%; with 50% employer match about $40,848 at 4% or $27,232 at 6%; with 100% employer match about $30,636 at 4% or $20,424 at 6%. |