John Otis Insurance Agency
Plan context: John Otis Insurance Agency 401K Plan
EIN 39-1723699 • Green Bay, WI • 10 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$1,224,991
2016 Contributions
$38,522
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $38,522 | - |
| John Otis Insurance Agency 401K Plan | - | 0 | $0 | $38,522 | - |
| 2015 | 1 | 2 | $1,224,991 | $39,096 | $19,548iApproximate average salary by contribution assumption: employee only about $488,700 at 4% or $325,800 at 6%; with 50% employer match about $325,800 at 4% or $217,200 at 6%; with 100% employer match about $244,350 at 4% or $162,900 at 6%. |
| John Otis Insurance Agency 401K Plan | - | 2 | $1,224,991 | $39,096 | $19,548iApproximate average salary by contribution assumption: employee only about $488,700 at 4% or $325,800 at 6%; with 50% employer match about $325,800 at 4% or $217,200 at 6%; with 100% employer match about $244,350 at 4% or $162,900 at 6%. |
| 2014 | 1 | 2 | $1,213,506 | $38,351 | $19,176iApproximate average salary by contribution assumption: employee only about $479,388 at 4% or $319,592 at 6%; with 50% employer match about $319,592 at 4% or $213,061 at 6%; with 100% employer match about $239,694 at 4% or $159,796 at 6%. |
| John Otis Insurance Agency 401K Plan | - | 2 | $1,213,506 | $38,351 | $19,176iApproximate average salary by contribution assumption: employee only about $479,388 at 4% or $319,592 at 6%; with 50% employer match about $319,592 at 4% or $213,061 at 6%; with 100% employer match about $239,694 at 4% or $159,796 at 6%. |
| 2013 | 1 | 2 | $1,127,331 | $38,261 | $19,131iApproximate average salary by contribution assumption: employee only about $478,263 at 4% or $318,842 at 6%; with 50% employer match about $318,842 at 4% or $212,561 at 6%; with 100% employer match about $239,131 at 4% or $159,421 at 6%. |
| John Otis Insurance Agency 401K Plan | - | 2 | $1,127,331 | $38,261 | $19,131iApproximate average salary by contribution assumption: employee only about $478,263 at 4% or $318,842 at 6%; with 50% employer match about $318,842 at 4% or $212,561 at 6%; with 100% employer match about $239,131 at 4% or $159,421 at 6%. |
| 2012 | 1 | 2 | $935,844 | $37,635 | $18,818iApproximate average salary by contribution assumption: employee only about $470,438 at 4% or $313,625 at 6%; with 50% employer match about $313,625 at 4% or $209,083 at 6%; with 100% employer match about $235,219 at 4% or $156,813 at 6%. |
| John Otis Insurance Agency 401K Plan | - | 2 | $935,844 | $37,635 | $18,818iApproximate average salary by contribution assumption: employee only about $470,438 at 4% or $313,625 at 6%; with 50% employer match about $313,625 at 4% or $209,083 at 6%; with 100% employer match about $235,219 at 4% or $156,813 at 6%. |
| 2011 | 1 | 2 | $779,252 | $37,591 | $18,796iApproximate average salary by contribution assumption: employee only about $469,888 at 4% or $313,258 at 6%; with 50% employer match about $313,258 at 4% or $208,839 at 6%; with 100% employer match about $234,944 at 4% or $156,629 at 6%. |
| John Otis Insurance Agency 401K Plan | - | 2 | $779,252 | $37,591 | $18,796iApproximate average salary by contribution assumption: employee only about $469,888 at 4% or $313,258 at 6%; with 50% employer match about $313,258 at 4% or $208,839 at 6%; with 100% employer match about $234,944 at 4% or $156,629 at 6%. |
| 2010 | 1 | 2 | $742,257 | $37,445 | $18,723iApproximate average salary by contribution assumption: employee only about $468,063 at 4% or $312,042 at 6%; with 50% employer match about $312,042 at 4% or $208,028 at 6%; with 100% employer match about $234,031 at 4% or $156,021 at 6%. |
| John Otis Insurance Agency 401K Plan | - | 2 | $742,257 | $37,445 | $18,723iApproximate average salary by contribution assumption: employee only about $468,063 at 4% or $312,042 at 6%; with 50% employer match about $312,042 at 4% or $208,028 at 6%; with 100% employer match about $234,031 at 4% or $156,021 at 6%. |
| 2009 | 1 | 2 | $635,606 | $33,064 | $16,532iApproximate average salary by contribution assumption: employee only about $413,300 at 4% or $275,533 at 6%; with 50% employer match about $275,533 at 4% or $183,689 at 6%; with 100% employer match about $206,650 at 4% or $137,767 at 6%. |
| John Otis Insurance Agency 401K Plan | - | 2 | $635,606 | $33,064 | $16,532iApproximate average salary by contribution assumption: employee only about $413,300 at 4% or $275,533 at 6%; with 50% employer match about $275,533 at 4% or $183,689 at 6%; with 100% employer match about $206,650 at 4% or $137,767 at 6%. |
| 2008 | 1 | 2 | $433,779 | $558,163 | $279,082iApproximate average salary by contribution assumption: employee only about $6,977,038 at 4% or $4,651,358 at 6%; with 50% employer match about $4,651,358 at 4% or $3,100,906 at 6%; with 100% employer match about $3,488,519 at 4% or $2,325,679 at 6%. |
| John Otis Insurance Agency 401K Plan | - | 2 | $433,779 | $558,163 | $279,082iApproximate average salary by contribution assumption: employee only about $6,977,038 at 4% or $4,651,358 at 6%; with 50% employer match about $4,651,358 at 4% or $3,100,906 at 6%; with 100% employer match about $3,488,519 at 4% or $2,325,679 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| John Otis Insurance Agency 401K Plan | - | 2 | - | - | - |