Opatz Insurance Agency
Plan context: Opatz Insurance Agency Profit Sharing Plan and Trust
EIN 41-1516520 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
1
2001 Assets
$92,940
2001 Contributions
$4,206
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $0 | - |
| Opatz Insurance Agency Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2000 | 1 | 1 | $92,940 | $0 | - |
| Opatz Insurance Agency Profit Sharing Plan and Trust | - | 1 | $92,940 | - | - |
| 1999 | 1 | 1 | $86,130 | $4,206 | $4,206iApproximate average salary by contribution assumption: employee only about $105,150 at 4% or $70,100 at 6%; with 50% employer match about $70,100 at 4% or $46,733 at 6%; with 100% employer match about $52,575 at 4% or $35,050 at 6%. |
| Opatz Insurance Agency Profit Sharing Plan and Trust | - | 1 | $86,130 | $4,206 | $4,206iApproximate average salary by contribution assumption: employee only about $105,150 at 4% or $70,100 at 6%; with 50% employer match about $70,100 at 4% or $46,733 at 6%; with 100% employer match about $52,575 at 4% or $35,050 at 6%. |