Concorde General Agency Inc
Plan context: Concorde General Agency Inc Cash or Deferred Profit Sharing Trust
EIN 45-0364634 • Fargo, ND • 27 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
50
2024 Assets
$8,630,931
2024 Contributions
$356,933
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 50 | $8,630,931 | $356,933 | $7,139iApproximate average salary by contribution assumption: employee only about $178,467 at 4% or $118,978 at 6%; with 50% employer match about $118,978 at 4% or $79,318 at 6%; with 100% employer match about $89,233 at 4% or $59,489 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 50 | $8,630,931 | $356,933 | $7,139iApproximate average salary by contribution assumption: employee only about $178,467 at 4% or $118,978 at 6%; with 50% employer match about $118,978 at 4% or $79,318 at 6%; with 100% employer match about $89,233 at 4% or $59,489 at 6%. |
| 2023 | 1 | 51 | $7,684,194 | $362,570 | $7,109iApproximate average salary by contribution assumption: employee only about $177,730 at 4% or $118,487 at 6%; with 50% employer match about $118,487 at 4% or $78,991 at 6%; with 100% employer match about $88,865 at 4% or $59,243 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 51 | $7,684,194 | $362,570 | $7,109iApproximate average salary by contribution assumption: employee only about $177,730 at 4% or $118,487 at 6%; with 50% employer match about $118,487 at 4% or $78,991 at 6%; with 100% employer match about $88,865 at 4% or $59,243 at 6%. |
| 2022 | 1 | 53 | $6,793,910 | $352,487 | $6,651iApproximate average salary by contribution assumption: employee only about $166,267 at 4% or $110,845 at 6%; with 50% employer match about $110,845 at 4% or $73,897 at 6%; with 100% employer match about $83,134 at 4% or $55,422 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 53 | $6,793,910 | $352,487 | $6,651iApproximate average salary by contribution assumption: employee only about $166,267 at 4% or $110,845 at 6%; with 50% employer match about $110,845 at 4% or $73,897 at 6%; with 100% employer match about $83,134 at 4% or $55,422 at 6%. |
| 2021 | 1 | 48 | $7,926,408 | $672,022 | $14,000iApproximate average salary by contribution assumption: employee only about $350,011 at 4% or $233,341 at 6%; with 50% employer match about $233,341 at 4% or $155,561 at 6%; with 100% employer match about $175,006 at 4% or $116,670 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 48 | $7,926,408 | $672,022 | $14,000iApproximate average salary by contribution assumption: employee only about $350,011 at 4% or $233,341 at 6%; with 50% employer match about $233,341 at 4% or $155,561 at 6%; with 100% employer match about $175,006 at 4% or $116,670 at 6%. |
| 2020 | 1 | 49 | $6,571,854 | $323,639 | $6,605iApproximate average salary by contribution assumption: employee only about $165,122 at 4% or $110,081 at 6%; with 50% employer match about $110,081 at 4% or $73,388 at 6%; with 100% employer match about $82,561 at 4% or $55,041 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 49 | $6,571,854 | $323,639 | $6,605iApproximate average salary by contribution assumption: employee only about $165,122 at 4% or $110,081 at 6%; with 50% employer match about $110,081 at 4% or $73,388 at 6%; with 100% employer match about $82,561 at 4% or $55,041 at 6%. |
| 2019 | 1 | 47 | $5,929,400 | $622,343 | $13,241iApproximate average salary by contribution assumption: employee only about $331,034 at 4% or $220,689 at 6%; with 50% employer match about $220,689 at 4% or $147,126 at 6%; with 100% employer match about $165,517 at 4% or $110,345 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 47 | $5,929,400 | $622,343 | $13,241iApproximate average salary by contribution assumption: employee only about $331,034 at 4% or $220,689 at 6%; with 50% employer match about $220,689 at 4% or $147,126 at 6%; with 100% employer match about $165,517 at 4% or $110,345 at 6%. |
| 2018 | 1 | 48 | $4,440,393 | $425,306 | $8,861iApproximate average salary by contribution assumption: employee only about $221,514 at 4% or $147,676 at 6%; with 50% employer match about $147,676 at 4% or $98,450 at 6%; with 100% employer match about $110,757 at 4% or $73,838 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 48 | $4,440,393 | $425,306 | $8,861iApproximate average salary by contribution assumption: employee only about $221,514 at 4% or $147,676 at 6%; with 50% employer match about $147,676 at 4% or $98,450 at 6%; with 100% employer match about $110,757 at 4% or $73,838 at 6%. |
| 2017 | 1 | 51 | $4,363,544 | $227,382 | $4,458iApproximate average salary by contribution assumption: employee only about $111,462 at 4% or $74,308 at 6%; with 50% employer match about $74,308 at 4% or $49,539 at 6%; with 100% employer match about $55,731 at 4% or $37,154 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 51 | $4,363,544 | $227,382 | $4,458iApproximate average salary by contribution assumption: employee only about $111,462 at 4% or $74,308 at 6%; with 50% employer match about $74,308 at 4% or $49,539 at 6%; with 100% employer match about $55,731 at 4% or $37,154 at 6%. |
| 2016 | 1 | 43 | $3,508,496 | $202,276 | $4,704iApproximate average salary by contribution assumption: employee only about $117,602 at 4% or $78,402 at 6%; with 50% employer match about $78,402 at 4% or $52,268 at 6%; with 100% employer match about $58,801 at 4% or $39,201 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 43 | $3,508,496 | $202,276 | $4,704iApproximate average salary by contribution assumption: employee only about $117,602 at 4% or $78,402 at 6%; with 50% employer match about $78,402 at 4% or $52,268 at 6%; with 100% employer match about $58,801 at 4% or $39,201 at 6%. |
| 2015 | 1 | 38 | $3,152,389 | $171,789 | $4,521iApproximate average salary by contribution assumption: employee only about $113,019 at 4% or $75,346 at 6%; with 50% employer match about $75,346 at 4% or $50,231 at 6%; with 100% employer match about $56,510 at 4% or $37,673 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 38 | $3,152,389 | $171,789 | $4,521iApproximate average salary by contribution assumption: employee only about $113,019 at 4% or $75,346 at 6%; with 50% employer match about $75,346 at 4% or $50,231 at 6%; with 100% employer match about $56,510 at 4% or $37,673 at 6%. |
| 2014 | 1 | 36 | $3,029,469 | $150,748 | $4,187iApproximate average salary by contribution assumption: employee only about $104,686 at 4% or $69,791 at 6%; with 50% employer match about $69,791 at 4% or $46,527 at 6%; with 100% employer match about $52,343 at 4% or $34,895 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 36 | $3,029,469 | $150,748 | $4,187iApproximate average salary by contribution assumption: employee only about $104,686 at 4% or $69,791 at 6%; with 50% employer match about $69,791 at 4% or $46,527 at 6%; with 100% employer match about $52,343 at 4% or $34,895 at 6%. |
| 2013 | 1 | 39 | $2,847,476 | $193,182 | $4,953iApproximate average salary by contribution assumption: employee only about $123,835 at 4% or $82,556 at 6%; with 50% employer match about $82,556 at 4% or $55,038 at 6%; with 100% employer match about $61,917 at 4% or $41,278 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 39 | $2,847,476 | $193,182 | $4,953iApproximate average salary by contribution assumption: employee only about $123,835 at 4% or $82,556 at 6%; with 50% employer match about $82,556 at 4% or $55,038 at 6%; with 100% employer match about $61,917 at 4% or $41,278 at 6%. |
| 2012 | 1 | 36 | $2,160,476 | $179,196 | $4,978iApproximate average salary by contribution assumption: employee only about $124,442 at 4% or $82,961 at 6%; with 50% employer match about $82,961 at 4% or $55,307 at 6%; with 100% employer match about $62,221 at 4% or $41,481 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 36 | $2,160,476 | $179,196 | $4,978iApproximate average salary by contribution assumption: employee only about $124,442 at 4% or $82,961 at 6%; with 50% employer match about $82,961 at 4% or $55,307 at 6%; with 100% employer match about $62,221 at 4% or $41,481 at 6%. |
| 2011 | 1 | 37 | $1,899,215 | $200,627 | $5,422iApproximate average salary by contribution assumption: employee only about $135,559 at 4% or $90,373 at 6%; with 50% employer match about $90,373 at 4% or $60,248 at 6%; with 100% employer match about $67,779 at 4% or $45,186 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 37 | $1,899,215 | $200,627 | $5,422iApproximate average salary by contribution assumption: employee only about $135,559 at 4% or $90,373 at 6%; with 50% employer match about $90,373 at 4% or $60,248 at 6%; with 100% employer match about $67,779 at 4% or $45,186 at 6%. |
| 2010 | 1 | 35 | $1,917,166 | $194,735 | $5,564iApproximate average salary by contribution assumption: employee only about $139,096 at 4% or $92,731 at 6%; with 50% employer match about $92,731 at 4% or $61,821 at 6%; with 100% employer match about $69,548 at 4% or $46,365 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 35 | $1,917,166 | $194,735 | $5,564iApproximate average salary by contribution assumption: employee only about $139,096 at 4% or $92,731 at 6%; with 50% employer match about $92,731 at 4% or $61,821 at 6%; with 100% employer match about $69,548 at 4% or $46,365 at 6%. |
| 2009 | 1 | 34 | $1,610,638 | $183,720 | $5,404iApproximate average salary by contribution assumption: employee only about $135,088 at 4% or $90,059 at 6%; with 50% employer match about $90,059 at 4% or $60,039 at 6%; with 100% employer match about $67,544 at 4% or $45,029 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 34 | $1,610,638 | $183,720 | $5,404iApproximate average salary by contribution assumption: employee only about $135,088 at 4% or $90,059 at 6%; with 50% employer match about $90,059 at 4% or $60,039 at 6%; with 100% employer match about $67,544 at 4% or $45,029 at 6%. |
| 2008 | 1 | 30 | $1,105,927 | $231,093 | $7,703iApproximate average salary by contribution assumption: employee only about $192,578 at 4% or $128,385 at 6%; with 50% employer match about $128,385 at 4% or $85,590 at 6%; with 100% employer match about $96,289 at 4% or $64,193 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 30 | $1,105,927 | $231,093 | $7,703iApproximate average salary by contribution assumption: employee only about $192,578 at 4% or $128,385 at 6%; with 50% employer match about $128,385 at 4% or $85,590 at 6%; with 100% employer match about $96,289 at 4% or $64,193 at 6%. |
| 2007 | 1 | 31 | $1,553,890 | $158,142 | $5,101iApproximate average salary by contribution assumption: employee only about $127,534 at 4% or $85,023 at 6%; with 50% employer match about $85,023 at 4% or $56,682 at 6%; with 100% employer match about $63,767 at 4% or $42,511 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 31 | $1,553,890 | $158,142 | $5,101iApproximate average salary by contribution assumption: employee only about $127,534 at 4% or $85,023 at 6%; with 50% employer match about $85,023 at 4% or $56,682 at 6%; with 100% employer match about $63,767 at 4% or $42,511 at 6%. |
| 2006 | 1 | 30 | $1,288,461 | $221,730 | $7,391iApproximate average salary by contribution assumption: employee only about $184,775 at 4% or $123,183 at 6%; with 50% employer match about $123,183 at 4% or $82,122 at 6%; with 100% employer match about $92,388 at 4% or $61,592 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 30 | $1,288,461 | $221,730 | $7,391iApproximate average salary by contribution assumption: employee only about $184,775 at 4% or $123,183 at 6%; with 50% employer match about $123,183 at 4% or $82,122 at 6%; with 100% employer match about $92,388 at 4% or $61,592 at 6%. |
| 2005 | 1 | 33 | $981,722 | $188,069 | $5,699iApproximate average salary by contribution assumption: employee only about $142,477 at 4% or $94,984 at 6%; with 50% employer match about $94,984 at 4% or $63,323 at 6%; with 100% employer match about $71,238 at 4% or $47,492 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 33 | $981,722 | $188,069 | $5,699iApproximate average salary by contribution assumption: employee only about $142,477 at 4% or $94,984 at 6%; with 50% employer match about $94,984 at 4% or $63,323 at 6%; with 100% employer match about $71,238 at 4% or $47,492 at 6%. |
| 2004 | 1 | 29 | $811,988 | $108,681 | $3,748iApproximate average salary by contribution assumption: employee only about $93,691 at 4% or $62,460 at 6%; with 50% employer match about $62,460 at 4% or $41,640 at 6%; with 100% employer match about $46,845 at 4% or $31,230 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 29 | $811,988 | $108,681 | $3,748iApproximate average salary by contribution assumption: employee only about $93,691 at 4% or $62,460 at 6%; with 50% employer match about $62,460 at 4% or $41,640 at 6%; with 100% employer match about $46,845 at 4% or $31,230 at 6%. |
| 2003 | 2 | 29 | $702,282 | $125,457 | $4,326iApproximate average salary by contribution assumption: employee only about $108,153 at 4% or $72,102 at 6%; with 50% employer match about $72,102 at 4% or $48,068 at 6%; with 100% employer match about $54,076 at 4% or $36,051 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 29 | $702,189 | $115,060 | $3,968iApproximate average salary by contribution assumption: employee only about $99,190 at 4% or $66,126 at 6%; with 50% employer match about $66,126 at 4% or $44,084 at 6%; with 100% employer match about $49,595 at 4% or $33,063 at 6%. |
| CONCORDE GENERAL AGENCY HEALTHCARE REIMBURSEMENT PLAN | - | 9 | $93 | $10,397 | $1,155iApproximate average salary by contribution assumption: employee only about $28,881 at 4% or $19,254 at 6%; with 50% employer match about $19,254 at 4% or $12,836 at 6%; with 100% employer match about $14,440 at 4% or $9,627 at 6%. |
| 2002 | 1 | 28 | $530,687 | $115,426 | $4,122iApproximate average salary by contribution assumption: employee only about $103,059 at 4% or $68,706 at 6%; with 50% employer match about $68,706 at 4% or $45,804 at 6%; with 100% employer match about $51,529 at 4% or $34,353 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 28 | $530,687 | $115,426 | $4,122iApproximate average salary by contribution assumption: employee only about $103,059 at 4% or $68,706 at 6%; with 50% employer match about $68,706 at 4% or $45,804 at 6%; with 100% employer match about $51,529 at 4% or $34,353 at 6%. |
| 2001 | 1 | 21 | $546,817 | $108,231 | $5,154iApproximate average salary by contribution assumption: employee only about $128,846 at 4% or $85,898 at 6%; with 50% employer match about $85,898 at 4% or $57,265 at 6%; with 100% employer match about $64,423 at 4% or $42,949 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 21 | $546,817 | $108,231 | $5,154iApproximate average salary by contribution assumption: employee only about $128,846 at 4% or $85,898 at 6%; with 50% employer match about $85,898 at 4% or $57,265 at 6%; with 100% employer match about $64,423 at 4% or $42,949 at 6%. |
| 2000 | 1 | 16 | $498,007 | $72,377 | $4,524iApproximate average salary by contribution assumption: employee only about $113,089 at 4% or $75,393 at 6%; with 50% employer match about $75,393 at 4% or $50,262 at 6%; with 100% employer match about $56,545 at 4% or $37,696 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 16 | $498,007 | $72,377 | $4,524iApproximate average salary by contribution assumption: employee only about $113,089 at 4% or $75,393 at 6%; with 50% employer match about $75,393 at 4% or $50,262 at 6%; with 100% employer match about $56,545 at 4% or $37,696 at 6%. |
| 1999 | 1 | 20 | $454,778 | $64,381 | $3,219iApproximate average salary by contribution assumption: employee only about $80,476 at 4% or $53,651 at 6%; with 50% employer match about $53,651 at 4% or $35,767 at 6%; with 100% employer match about $40,238 at 4% or $26,825 at 6%. |
| Concorde General Agency Inc Cash or Deferred Profit Sharing Trust | - | 20 | $454,778 | $64,381 | $3,219iApproximate average salary by contribution assumption: employee only about $80,476 at 4% or $53,651 at 6%; with 50% employer match about $53,651 at 4% or $35,767 at 6%; with 100% employer match about $40,238 at 4% or $26,825 at 6%. |