Civic Intelligence

David Insurance Agency Inc

Plan context: David Insurance Agency Inc 401

EIN 39-0805017 • Racine, WI • 22 filings • 5 plans

1300 South Green Bay RoadRacine, WI 53406-4469
Current Snapshot

Latest Year

2020

2020 Participants

37

2020 Assets

$4,031,983

2020 Contributions

$12,324

Historical Graphs

Total Assets Over Time

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

$5,313,701$2,656,851$0199920102019YearValue
$4,031,983Latest year 2019

Participants Over Time

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

37190199920092019YearValue
37Latest 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$12,324-
David Insurance Agency Inc 401-0$0$12,324-
2019137$4,031,983$330,734$8,939iApproximate average salary by contribution assumption: employee only about $223,469 at 4% or $148,979 at 6%; with 50% employer match about $148,979 at 4% or $99,320 at 6%; with 100% employer match about $111,734 at 4% or $74,490 at 6%.
David Insurance Agency Inc 401-37$4,031,983$330,734$8,939iApproximate average salary by contribution assumption: employee only about $223,469 at 4% or $148,979 at 6%; with 50% employer match about $148,979 at 4% or $99,320 at 6%; with 100% employer match about $111,734 at 4% or $74,490 at 6%.
2018137$3,061,368$310,094$8,381iApproximate average salary by contribution assumption: employee only about $209,523 at 4% or $139,682 at 6%; with 50% employer match about $139,682 at 4% or $93,121 at 6%; with 100% employer match about $104,761 at 4% or $69,841 at 6%.
David Insurance Agency Inc 401-37$3,061,368$310,094$8,381iApproximate average salary by contribution assumption: employee only about $209,523 at 4% or $139,682 at 6%; with 50% employer match about $139,682 at 4% or $93,121 at 6%; with 100% employer match about $104,761 at 4% or $69,841 at 6%.
2017131$5,313,701$236,916$7,642iApproximate average salary by contribution assumption: employee only about $191,061 at 4% or $127,374 at 6%; with 50% employer match about $127,374 at 4% or $84,916 at 6%; with 100% employer match about $95,531 at 4% or $63,687 at 6%.
David Insurance Agency Inc 401-31$5,313,701$236,916$7,642iApproximate average salary by contribution assumption: employee only about $191,061 at 4% or $127,374 at 6%; with 50% employer match about $127,374 at 4% or $84,916 at 6%; with 100% employer match about $95,531 at 4% or $63,687 at 6%.
2016132$4,444,214$264,998$8,281iApproximate average salary by contribution assumption: employee only about $207,030 at 4% or $138,020 at 6%; with 50% employer match about $138,020 at 4% or $92,013 at 6%; with 100% employer match about $103,515 at 4% or $69,010 at 6%.
David Insurance Agency Inc 401-32$4,444,214$264,998$8,281iApproximate average salary by contribution assumption: employee only about $207,030 at 4% or $138,020 at 6%; with 50% employer match about $138,020 at 4% or $92,013 at 6%; with 100% employer match about $103,515 at 4% or $69,010 at 6%.
2015132$4,198,882$225,789$7,056iApproximate average salary by contribution assumption: employee only about $176,398 at 4% or $117,598 at 6%; with 50% employer match about $117,598 at 4% or $78,399 at 6%; with 100% employer match about $88,199 at 4% or $58,799 at 6%.
David Insurance Agency Inc 401-32$4,198,882$225,789$7,056iApproximate average salary by contribution assumption: employee only about $176,398 at 4% or $117,598 at 6%; with 50% employer match about $117,598 at 4% or $78,399 at 6%; with 100% employer match about $88,199 at 4% or $58,799 at 6%.
2014132$4,051,847$201,346$6,292iApproximate average salary by contribution assumption: employee only about $157,302 at 4% or $104,868 at 6%; with 50% employer match about $104,868 at 4% or $69,912 at 6%; with 100% employer match about $78,651 at 4% or $52,434 at 6%.
David Insurance Agency Inc 401-32$4,051,847$201,346$6,292iApproximate average salary by contribution assumption: employee only about $157,302 at 4% or $104,868 at 6%; with 50% employer match about $104,868 at 4% or $69,912 at 6%; with 100% employer match about $78,651 at 4% or $52,434 at 6%.
2013128$3,990,932$182,948$6,534iApproximate average salary by contribution assumption: employee only about $163,346 at 4% or $108,898 at 6%; with 50% employer match about $108,898 at 4% or $72,598 at 6%; with 100% employer match about $81,673 at 4% or $54,449 at 6%.
David Insurance Agency Inc 401-28$3,990,932$182,948$6,534iApproximate average salary by contribution assumption: employee only about $163,346 at 4% or $108,898 at 6%; with 50% employer match about $108,898 at 4% or $72,598 at 6%; with 100% employer match about $81,673 at 4% or $54,449 at 6%.
2012129$3,296,092$176,029$6,070iApproximate average salary by contribution assumption: employee only about $151,749 at 4% or $101,166 at 6%; with 50% employer match about $101,166 at 4% or $67,444 at 6%; with 100% employer match about $75,875 at 4% or $50,583 at 6%.
David Insurance Agency Inc 401-29$3,296,092$176,029$6,070iApproximate average salary by contribution assumption: employee only about $151,749 at 4% or $101,166 at 6%; with 50% employer match about $101,166 at 4% or $67,444 at 6%; with 100% employer match about $75,875 at 4% or $50,583 at 6%.
2011128$2,803,501$167,420$5,979iApproximate average salary by contribution assumption: employee only about $149,482 at 4% or $99,655 at 6%; with 50% employer match about $99,655 at 4% or $66,437 at 6%; with 100% employer match about $74,741 at 4% or $49,827 at 6%.
David Insurance Agency Inc 401-28$2,803,501$167,420$5,979iApproximate average salary by contribution assumption: employee only about $149,482 at 4% or $99,655 at 6%; with 50% employer match about $99,655 at 4% or $66,437 at 6%; with 100% employer match about $74,741 at 4% or $49,827 at 6%.
2010128$2,591,567$108,581$3,878iApproximate average salary by contribution assumption: employee only about $96,947 at 4% or $64,632 at 6%; with 50% employer match about $64,632 at 4% or $43,088 at 6%; with 100% employer match about $48,474 at 4% or $32,316 at 6%.
David Insurance Agency Inc 401-28$2,591,567$108,581$3,878iApproximate average salary by contribution assumption: employee only about $96,947 at 4% or $64,632 at 6%; with 50% employer match about $64,632 at 4% or $43,088 at 6%; with 100% employer match about $48,474 at 4% or $32,316 at 6%.
2009126$2,318,483$143,588$5,523iApproximate average salary by contribution assumption: employee only about $138,065 at 4% or $92,044 at 6%; with 50% employer match about $92,044 at 4% or $61,362 at 6%; with 100% employer match about $69,033 at 4% or $46,022 at 6%.
David Insurance Agency Inc 401-26$2,318,483$143,588$5,523iApproximate average salary by contribution assumption: employee only about $138,065 at 4% or $92,044 at 6%; with 50% employer match about $92,044 at 4% or $61,362 at 6%; with 100% employer match about $69,033 at 4% or $46,022 at 6%.
2008124$1,664,264$158,398$6,600iApproximate average salary by contribution assumption: employee only about $164,998 at 4% or $109,999 at 6%; with 50% employer match about $109,999 at 4% or $73,332 at 6%; with 100% employer match about $82,499 at 4% or $54,999 at 6%.
David Insurance Agency Inc 401-24$1,664,264$158,398$6,600iApproximate average salary by contribution assumption: employee only about $164,998 at 4% or $109,999 at 6%; with 50% employer match about $109,999 at 4% or $73,332 at 6%; with 100% employer match about $82,499 at 4% or $54,999 at 6%.
2007130$2,710,431$171,583$5,719iApproximate average salary by contribution assumption: employee only about $142,986 at 4% or $95,324 at 6%; with 50% employer match about $95,324 at 4% or $63,549 at 6%; with 100% employer match about $71,493 at 4% or $47,662 at 6%.
David Insurance Agency Inc 401-30$2,710,431$171,583$5,719iApproximate average salary by contribution assumption: employee only about $142,986 at 4% or $95,324 at 6%; with 50% employer match about $95,324 at 4% or $63,549 at 6%; with 100% employer match about $71,493 at 4% or $47,662 at 6%.
2006131$2,392,503$155,817$5,026iApproximate average salary by contribution assumption: employee only about $125,659 at 4% or $83,773 at 6%; with 50% employer match about $83,773 at 4% or $55,848 at 6%; with 100% employer match about $62,829 at 4% or $41,886 at 6%.
David Insurance Agency Inc 401-31$2,392,503$155,817$5,026iApproximate average salary by contribution assumption: employee only about $125,659 at 4% or $83,773 at 6%; with 50% employer match about $83,773 at 4% or $55,848 at 6%; with 100% employer match about $62,829 at 4% or $41,886 at 6%.
2005125$2,209,469$94,946$3,798iApproximate average salary by contribution assumption: employee only about $94,946 at 4% or $63,297 at 6%; with 50% employer match about $63,297 at 4% or $42,198 at 6%; with 100% employer match about $47,473 at 4% or $31,649 at 6%.
David Insurance Agency Inc 401-25$2,209,469$94,946$3,798iApproximate average salary by contribution assumption: employee only about $94,946 at 4% or $63,297 at 6%; with 50% employer match about $63,297 at 4% or $42,198 at 6%; with 100% employer match about $47,473 at 4% or $31,649 at 6%.
2004127$1,997,130$105,735$3,916iApproximate average salary by contribution assumption: employee only about $97,903 at 4% or $65,269 at 6%; with 50% employer match about $65,269 at 4% or $43,512 at 6%; with 100% employer match about $48,951 at 4% or $32,634 at 6%.
David Insurance Agency Inc 401-27$1,997,130$105,735$3,916iApproximate average salary by contribution assumption: employee only about $97,903 at 4% or $65,269 at 6%; with 50% employer match about $65,269 at 4% or $43,512 at 6%; with 100% employer match about $48,951 at 4% or $32,634 at 6%.
2003130$1,757,181$274,337$9,145iApproximate average salary by contribution assumption: employee only about $228,614 at 4% or $152,409 at 6%; with 50% employer match about $152,409 at 4% or $101,606 at 6%; with 100% employer match about $114,307 at 4% or $76,205 at 6%.
David Insurance Agency Inc 401-30$1,757,181$274,337$9,145iApproximate average salary by contribution assumption: employee only about $228,614 at 4% or $152,409 at 6%; with 50% employer match about $152,409 at 4% or $101,606 at 6%; with 100% employer match about $114,307 at 4% or $76,205 at 6%.
2002132$1,257,879$110,726$3,460iApproximate average salary by contribution assumption: employee only about $86,505 at 4% or $57,670 at 6%; with 50% employer match about $57,670 at 4% or $38,447 at 6%; with 100% employer match about $43,252 at 4% or $28,835 at 6%.
David Insurance Agency Inc 401-32$1,257,879$110,726$3,460iApproximate average salary by contribution assumption: employee only about $86,505 at 4% or $57,670 at 6%; with 50% employer match about $57,670 at 4% or $38,447 at 6%; with 100% employer match about $43,252 at 4% or $28,835 at 6%.
2001127$0$0-
David Insurance Agency Inc 401-27---
2000124$1,403,113$83,783$3,491iApproximate average salary by contribution assumption: employee only about $87,274 at 4% or $58,183 at 6%; with 50% employer match about $58,183 at 4% or $38,788 at 6%; with 100% employer match about $43,637 at 4% or $29,091 at 6%.
David Insurance Agency Inc 401-24$1,403,113$83,783$3,491iApproximate average salary by contribution assumption: employee only about $87,274 at 4% or $58,183 at 6%; with 50% employer match about $58,183 at 4% or $38,788 at 6%; with 100% employer match about $43,637 at 4% or $29,091 at 6%.
1999124$1,839,525$85,494$3,562iApproximate average salary by contribution assumption: employee only about $89,056 at 4% or $59,371 at 6%; with 50% employer match about $59,371 at 4% or $39,581 at 6%; with 100% employer match about $44,528 at 4% or $29,685 at 6%.
David Insurance Agency Inc 401-24$1,839,525$85,494$3,562iApproximate average salary by contribution assumption: employee only about $89,056 at 4% or $59,371 at 6%; with 50% employer match about $59,371 at 4% or $39,581 at 6%; with 100% employer match about $44,528 at 4% or $29,685 at 6%.