Civic Intelligence

Advanced Insurance Strategies LLC

Plan context: Advanced Insurance Strategies LLC 401K Plan

EIN 45-0471287 • Dalton, GA • 15 filings • 1 plans

300 W Emery Street, Suite 205P.O. Box 709Dalton, GA 30722-0709
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,365,261

2024 Contributions

$65,803

Historical Graphs

Total Assets Over Time

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

$1,365,261$682,631$0201020172024YearValue
$1,365,261Latest year 2024

Participants Over Time

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

1260201020172024YearValue
7Latest year 2024

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
202417$1,365,261$65,803$9,400iApproximate average salary by contribution assumption: employee only about $235,011 at 4% or $156,674 at 6%; with 50% employer match about $156,674 at 4% or $104,449 at 6%; with 100% employer match about $117,505 at 4% or $78,337 at 6%.
Advanced Insurance Strategies LLC 401K Plan-7$1,365,261$65,803$9,400iApproximate average salary by contribution assumption: employee only about $235,011 at 4% or $156,674 at 6%; with 50% employer match about $156,674 at 4% or $104,449 at 6%; with 100% employer match about $117,505 at 4% or $78,337 at 6%.
202317$1,171,473$62,492$8,927iApproximate average salary by contribution assumption: employee only about $223,186 at 4% or $148,790 at 6%; with 50% employer match about $148,790 at 4% or $99,194 at 6%; with 100% employer match about $111,593 at 4% or $74,395 at 6%.
Advanced Insurance Strategies LLC 401K Plan-7$1,171,473$62,492$8,927iApproximate average salary by contribution assumption: employee only about $223,186 at 4% or $148,790 at 6%; with 50% employer match about $148,790 at 4% or $99,194 at 6%; with 100% employer match about $111,593 at 4% or $74,395 at 6%.
202218$972,439$64,795$8,099iApproximate average salary by contribution assumption: employee only about $202,484 at 4% or $134,990 at 6%; with 50% employer match about $134,990 at 4% or $89,993 at 6%; with 100% employer match about $101,242 at 4% or $67,495 at 6%.
Advanced Insurance Strategies LLC 401K Plan-8$972,439$64,795$8,099iApproximate average salary by contribution assumption: employee only about $202,484 at 4% or $134,990 at 6%; with 50% employer match about $134,990 at 4% or $89,993 at 6%; with 100% employer match about $101,242 at 4% or $67,495 at 6%.
202116$1,062,136$56,850$9,475iApproximate average salary by contribution assumption: employee only about $236,875 at 4% or $157,917 at 6%; with 50% employer match about $157,917 at 4% or $105,278 at 6%; with 100% employer match about $118,438 at 4% or $78,958 at 6%.
Advanced Insurance Strategies LLC 401K Plan-6$1,062,136$56,850$9,475iApproximate average salary by contribution assumption: employee only about $236,875 at 4% or $157,917 at 6%; with 50% employer match about $157,917 at 4% or $105,278 at 6%; with 100% employer match about $118,438 at 4% or $78,958 at 6%.
202017$852,401$43,980$6,283iApproximate average salary by contribution assumption: employee only about $157,071 at 4% or $104,714 at 6%; with 50% employer match about $104,714 at 4% or $69,810 at 6%; with 100% employer match about $78,536 at 4% or $52,357 at 6%.
Advanced Insurance Strategies LLC 401K Plan-7$852,401$43,980$6,283iApproximate average salary by contribution assumption: employee only about $157,071 at 4% or $104,714 at 6%; with 50% employer match about $104,714 at 4% or $69,810 at 6%; with 100% employer match about $78,536 at 4% or $52,357 at 6%.
201917$708,672$31,974$4,568iApproximate average salary by contribution assumption: employee only about $114,193 at 4% or $76,129 at 6%; with 50% employer match about $76,129 at 4% or $50,752 at 6%; with 100% employer match about $57,096 at 4% or $38,064 at 6%.
Advanced Insurance Strategies LLC 401K Plan-7$708,672$31,974$4,568iApproximate average salary by contribution assumption: employee only about $114,193 at 4% or $76,129 at 6%; with 50% employer match about $76,129 at 4% or $50,752 at 6%; with 100% employer match about $57,096 at 4% or $38,064 at 6%.
201817$544,272$34,697$4,957iApproximate average salary by contribution assumption: employee only about $123,918 at 4% or $82,612 at 6%; with 50% employer match about $82,612 at 4% or $55,075 at 6%; with 100% employer match about $61,959 at 4% or $41,306 at 6%.
Advanced Insurance Strategies LLC 401K Plan-7$544,272$34,697$4,957iApproximate average salary by contribution assumption: employee only about $123,918 at 4% or $82,612 at 6%; with 50% employer match about $82,612 at 4% or $55,075 at 6%; with 100% employer match about $61,959 at 4% or $41,306 at 6%.
2017112$581,475$45,154$3,763iApproximate average salary by contribution assumption: employee only about $94,071 at 4% or $62,714 at 6%; with 50% employer match about $62,714 at 4% or $41,809 at 6%; with 100% employer match about $47,035 at 4% or $31,357 at 6%.
Advanced Insurance Strategies LLC 401K Plan-12$581,475$45,154$3,763iApproximate average salary by contribution assumption: employee only about $94,071 at 4% or $62,714 at 6%; with 50% employer match about $62,714 at 4% or $41,809 at 6%; with 100% employer match about $47,035 at 4% or $31,357 at 6%.
201619$440,592$40,706$4,523iApproximate average salary by contribution assumption: employee only about $113,072 at 4% or $75,381 at 6%; with 50% employer match about $75,381 at 4% or $50,254 at 6%; with 100% employer match about $56,536 at 4% or $37,691 at 6%.
Advanced Insurance Strategies LLC 401K Plan-9$440,592$40,706$4,523iApproximate average salary by contribution assumption: employee only about $113,072 at 4% or $75,381 at 6%; with 50% employer match about $75,381 at 4% or $50,254 at 6%; with 100% employer match about $56,536 at 4% or $37,691 at 6%.
2015111$459,085$40,775$3,707iApproximate average salary by contribution assumption: employee only about $92,670 at 4% or $61,780 at 6%; with 50% employer match about $61,780 at 4% or $41,187 at 6%; with 100% employer match about $46,335 at 4% or $30,890 at 6%.
Advanced Insurance Strategies LLC 401K Plan-11$459,085$40,775$3,707iApproximate average salary by contribution assumption: employee only about $92,670 at 4% or $61,780 at 6%; with 50% employer match about $61,780 at 4% or $41,187 at 6%; with 100% employer match about $46,335 at 4% or $30,890 at 6%.
201417$444,378$35,448$5,064iApproximate average salary by contribution assumption: employee only about $126,600 at 4% or $84,400 at 6%; with 50% employer match about $84,400 at 4% or $56,267 at 6%; with 100% employer match about $63,300 at 4% or $42,200 at 6%.
Advanced Insurance Strategies LLC 401K Plan-7$444,378$35,448$5,064iApproximate average salary by contribution assumption: employee only about $126,600 at 4% or $84,400 at 6%; with 50% employer match about $84,400 at 4% or $56,267 at 6%; with 100% employer match about $63,300 at 4% or $42,200 at 6%.
201317$402,928$36,168$5,167iApproximate average salary by contribution assumption: employee only about $129,171 at 4% or $86,114 at 6%; with 50% employer match about $86,114 at 4% or $57,410 at 6%; with 100% employer match about $64,586 at 4% or $43,057 at 6%.
Advanced Insurance Strategies LLC 401K Plan-7$402,928$36,168$5,167iApproximate average salary by contribution assumption: employee only about $129,171 at 4% or $86,114 at 6%; with 50% employer match about $86,114 at 4% or $57,410 at 6%; with 100% employer match about $64,586 at 4% or $43,057 at 6%.
201217$285,575$37,304$5,329iApproximate average salary by contribution assumption: employee only about $133,229 at 4% or $88,819 at 6%; with 50% employer match about $88,819 at 4% or $59,213 at 6%; with 100% employer match about $66,614 at 4% or $44,410 at 6%.
Advanced Insurance Strategies LLC 401K Plan-7$285,575$37,304$5,329iApproximate average salary by contribution assumption: employee only about $133,229 at 4% or $88,819 at 6%; with 50% employer match about $88,819 at 4% or $59,213 at 6%; with 100% employer match about $66,614 at 4% or $44,410 at 6%.
201118$239,257$34,244$4,281iApproximate average salary by contribution assumption: employee only about $107,013 at 4% or $71,342 at 6%; with 50% employer match about $71,342 at 4% or $47,561 at 6%; with 100% employer match about $53,506 at 4% or $35,671 at 6%.
Advanced Insurance Strategies LLC 401K Plan-8$239,257$34,244$4,281iApproximate average salary by contribution assumption: employee only about $107,013 at 4% or $71,342 at 6%; with 50% employer match about $71,342 at 4% or $47,561 at 6%; with 100% employer match about $53,506 at 4% or $35,671 at 6%.
201019$224,730$103,152$11,461iApproximate average salary by contribution assumption: employee only about $286,533 at 4% or $191,022 at 6%; with 50% employer match about $191,022 at 4% or $127,348 at 6%; with 100% employer match about $143,267 at 4% or $95,511 at 6%.
Advanced Insurance Strategies LLC 401K Plan-9$224,730$103,152$11,461iApproximate average salary by contribution assumption: employee only about $286,533 at 4% or $191,022 at 6%; with 50% employer match about $191,022 at 4% or $127,348 at 6%; with 100% employer match about $143,267 at 4% or $95,511 at 6%.