Civic Intelligence

Bilbrey Insurance Services Inc

Plan context: Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan

EIN 42-1304338 • Johnston, IA • 37 filings • 3 plans

5701 Greendale RoadJohnston, IA 50131
Current Snapshot

Latest Year

2021

2021 Participants

14

2021 Assets

$2,245,434

2021 Contributions

$121,972

Historical Graphs

Total Assets Over Time

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

$2,245,434$1,122,717$0201020152020YearValue
$2,245,434Latest year 2020

Participants Over Time

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

1580200020102020YearValue
14Latest year 2020

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
202120$0$121,972-
Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan-0$0$101,730-
Bilbrey Insurance Services Inc. Cash Balance Pension Plan-0$0$20,242-
2020214$2,245,434$104,733$7,481iApproximate average salary by contribution assumption: employee only about $187,023 at 4% or $124,682 at 6%; with 50% employer match about $124,682 at 4% or $83,121 at 6%; with 100% employer match about $93,512 at 4% or $62,341 at 6%.
Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan-14$1,393,140$104,733$7,481iApproximate average salary by contribution assumption: employee only about $187,023 at 4% or $124,682 at 6%; with 50% employer match about $124,682 at 4% or $83,121 at 6%; with 100% employer match about $93,512 at 4% or $62,341 at 6%.
Bilbrey Insurance Services Inc. Cash Balance Pension Plan-10$852,294$0-
2019214$1,842,331$198,536$14,181iApproximate average salary by contribution assumption: employee only about $354,529 at 4% or $236,352 at 6%; with 50% employer match about $236,352 at 4% or $157,568 at 6%; with 100% employer match about $177,264 at 4% or $118,176 at 6%.
Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan-14$1,052,446$108,536$7,753iApproximate average salary by contribution assumption: employee only about $193,814 at 4% or $129,210 at 6%; with 50% employer match about $129,210 at 4% or $86,140 at 6%; with 100% employer match about $96,907 at 4% or $64,605 at 6%.
Bilbrey Insurance Services Inc. Cash Balance Pension Plan-9$789,885$90,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2018215$1,422,588$198,087$13,206iApproximate average salary by contribution assumption: employee only about $330,145 at 4% or $220,097 at 6%; with 50% employer match about $220,097 at 4% or $146,731 at 6%; with 100% employer match about $165,073 at 4% or $110,048 at 6%.
Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan-15$795,627$108,087$7,206iApproximate average salary by contribution assumption: employee only about $180,145 at 4% or $120,097 at 6%; with 50% employer match about $120,097 at 4% or $80,064 at 6%; with 100% employer match about $90,073 at 4% or $60,048 at 6%.
Bilbrey Insurance Services Inc. Cash Balance Pension Plan-7$626,961$90,000$12,857iApproximate average salary by contribution assumption: employee only about $321,429 at 4% or $214,286 at 6%; with 50% employer match about $214,286 at 4% or $142,857 at 6%; with 100% employer match about $160,714 at 4% or $107,143 at 6%.
2017214$1,439,771$192,298$13,736iApproximate average salary by contribution assumption: employee only about $343,389 at 4% or $228,926 at 6%; with 50% employer match about $228,926 at 4% or $152,617 at 6%; with 100% employer match about $171,695 at 4% or $114,463 at 6%.
Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan-14$853,147$92,298$6,593iApproximate average salary by contribution assumption: employee only about $164,818 at 4% or $109,879 at 6%; with 50% employer match about $109,879 at 4% or $73,252 at 6%; with 100% employer match about $82,409 at 4% or $54,939 at 6%.
Bilbrey Insurance Services Inc. Cash Balance Pension Plan-7$586,624$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
2016215$1,154,424$204,819$13,655iApproximate average salary by contribution assumption: employee only about $341,365 at 4% or $227,577 at 6%; with 50% employer match about $227,577 at 4% or $151,718 at 6%; with 100% employer match about $170,683 at 4% or $113,788 at 6%.
Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan-15$701,306$105,978$7,065iApproximate average salary by contribution assumption: employee only about $176,630 at 4% or $117,753 at 6%; with 50% employer match about $117,753 at 4% or $78,502 at 6%; with 100% employer match about $88,315 at 4% or $58,877 at 6%.
Bilbrey Insurance Services Inc. Cash Balance Pension Plan-8$453,118$98,841$12,355iApproximate average salary by contribution assumption: employee only about $308,878 at 4% or $205,919 at 6%; with 50% employer match about $205,919 at 4% or $137,279 at 6%; with 100% employer match about $154,439 at 4% or $102,959 at 6%.
2015214$902,287$232,063$16,576iApproximate average salary by contribution assumption: employee only about $414,398 at 4% or $276,265 at 6%; with 50% employer match about $276,265 at 4% or $184,177 at 6%; with 100% employer match about $207,199 at 4% or $138,133 at 6%.
Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan-14$554,571$134,323$9,595iApproximate average salary by contribution assumption: employee only about $239,863 at 4% or $159,908 at 6%; with 50% employer match about $159,908 at 4% or $106,606 at 6%; with 100% employer match about $119,931 at 4% or $79,954 at 6%.
Bilbrey Insurance Services Inc. Cash Balance Pension Plan-7$347,716$97,740$13,963iApproximate average salary by contribution assumption: employee only about $349,071 at 4% or $232,714 at 6%; with 50% employer match about $232,714 at 4% or $155,143 at 6%; with 100% employer match about $174,536 at 4% or $116,357 at 6%.
2014213$686,653$151,997$11,692iApproximate average salary by contribution assumption: employee only about $292,302 at 4% or $194,868 at 6%; with 50% employer match about $194,868 at 4% or $129,912 at 6%; with 100% employer match about $146,151 at 4% or $97,434 at 6%.
Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan-13$428,158$54,257$4,174iApproximate average salary by contribution assumption: employee only about $104,340 at 4% or $69,560 at 6%; with 50% employer match about $69,560 at 4% or $46,374 at 6%; with 100% employer match about $52,170 at 4% or $34,780 at 6%.
Bilbrey Insurance Services Inc. Cash Balance Pension Plan-7$258,495$97,740$13,963iApproximate average salary by contribution assumption: employee only about $349,071 at 4% or $232,714 at 6%; with 50% employer match about $232,714 at 4% or $155,143 at 6%; with 100% employer match about $174,536 at 4% or $116,357 at 6%.
2013212$524,120$280,422$23,369iApproximate average salary by contribution assumption: employee only about $584,213 at 4% or $389,475 at 6%; with 50% employer match about $389,475 at 4% or $259,650 at 6%; with 100% employer match about $292,106 at 4% or $194,738 at 6%.
Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan-12$362,858$182,682$15,224iApproximate average salary by contribution assumption: employee only about $380,588 at 4% or $253,725 at 6%; with 50% employer match about $253,725 at 4% or $169,150 at 6%; with 100% employer match about $190,294 at 4% or $126,863 at 6%.
Bilbrey Insurance Services Inc. Cash Balance Pension Plan-7$161,262$97,740$13,963iApproximate average salary by contribution assumption: employee only about $349,071 at 4% or $232,714 at 6%; with 50% employer match about $232,714 at 4% or $155,143 at 6%; with 100% employer match about $174,536 at 4% or $116,357 at 6%.
2012313$1,003,528$407,712$31,362iApproximate average salary by contribution assumption: employee only about $784,062 at 4% or $522,708 at 6%; with 50% employer match about $522,708 at 4% or $348,472 at 6%; with 100% employer match about $392,031 at 4% or $261,354 at 6%.
Bilbrey Insurance Services Inc. Cash Balance Pension Plan-11$555,601$199,685$18,153iApproximate average salary by contribution assumption: employee only about $453,830 at 4% or $302,553 at 6%; with 50% employer match about $302,553 at 4% or $201,702 at 6%; with 100% employer match about $226,915 at 4% or $151,277 at 6%.
Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan-13$447,927$208,027$16,002iApproximate average salary by contribution assumption: employee only about $400,052 at 4% or $266,701 at 6%; with 50% employer match about $266,701 at 4% or $177,801 at 6%; with 100% employer match about $200,026 at 4% or $133,351 at 6%.
Bisi Employee Flex Plan-0---
2011314$526,955$380,021$27,144iApproximate average salary by contribution assumption: employee only about $678,609 at 4% or $452,406 at 6%; with 50% employer match about $452,406 at 4% or $301,604 at 6%; with 100% employer match about $339,304 at 4% or $226,203 at 6%.
Bilbrey Insurance Services Inc. Cash Balance Pension Plan-11$325,294$175,000$15,909iApproximate average salary by contribution assumption: employee only about $397,727 at 4% or $265,152 at 6%; with 50% employer match about $265,152 at 4% or $176,768 at 6%; with 100% employer match about $198,864 at 4% or $132,576 at 6%.
Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan-14$201,661$205,021$14,644iApproximate average salary by contribution assumption: employee only about $366,109 at 4% or $244,073 at 6%; with 50% employer match about $244,073 at 4% or $162,715 at 6%; with 100% employer match about $183,054 at 4% or $122,036 at 6%.
Bisi Employee Flex Plan-5---
2010310$169,473$169,353$16,935iApproximate average salary by contribution assumption: employee only about $423,383 at 4% or $282,255 at 6%; with 50% employer match about $282,255 at 4% or $188,170 at 6%; with 100% employer match about $211,691 at 4% or $141,128 at 6%.
Bilbrey Insurance Services Inc. Cash Balance Pension Plan-10$164,585$164,585$16,459iApproximate average salary by contribution assumption: employee only about $411,463 at 4% or $274,308 at 6%; with 50% employer match about $274,308 at 4% or $182,872 at 6%; with 100% employer match about $205,731 at 4% or $137,154 at 6%.
Bilbrey Insurance Services Inc. 401(K) and Profit Sharing Plan-9$4,888$4,768$530iApproximate average salary by contribution assumption: employee only about $13,244 at 4% or $8,830 at 6%; with 50% employer match about $8,830 at 4% or $5,886 at 6%; with 100% employer match about $6,622 at 4% or $4,415 at 6%.
Bisi Employee Flex Plan-5---
200915$0$0-
Bisi Employee Flex Plan-5---
200813$0$0-
Bisi Employee Flex Plan-3---
200712$0$0-
Bisi Employee Flex Plan-2---
200616$0$0-
Bisi Employee Flex Plan-6---
200516$0$0-
Bisi Employee Flex Plan-6---
200417$0$0-
Bisi Employee Flex Plan-7---
200315$0$0-
Bisi Employee Flex Plan-5---
200216$0$0-
Bisi Employee Flex Plan-6---
200114$0$0-
Bisi Employee Flex Plan-4---
200013$0$0-
Bisi Employee Flex Plan-3---