Civic Intelligence

Licata Risk & Insurance Adviso

Plan context: Licata Risk Insurance Adviso 401 K Profit Sharing Plan Trust

EIN 45-1332534 • Boston, MA • 10 filings • 2 plans

PO Box 52558Boston, MA 02205
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$429,126

2023 Contributions

$68,577

Historical Graphs

Total Assets Over Time

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

$429,126$214,563$0201420192023YearValue
$429,126Latest year 2023

Participants Over Time

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

840201420192023YearValue
7Latest year 2023

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
202317$429,126$68,577$9,797iApproximate average salary by contribution assumption: employee only about $244,918 at 4% or $163,279 at 6%; with 50% employer match about $163,279 at 4% or $108,852 at 6%; with 100% employer match about $122,459 at 4% or $81,639 at 6%.
Licata Risk Insurance Adviso 401 K Profit Sharing Plan Trust-7$429,126$68,577$9,797iApproximate average salary by contribution assumption: employee only about $244,918 at 4% or $163,279 at 6%; with 50% employer match about $163,279 at 4% or $108,852 at 6%; with 100% employer match about $122,459 at 4% or $81,639 at 6%.
202217$322,233$51,220$7,317iApproximate average salary by contribution assumption: employee only about $182,929 at 4% or $121,952 at 6%; with 50% employer match about $121,952 at 4% or $81,302 at 6%; with 100% employer match about $91,464 at 4% or $60,976 at 6%.
Licata Risk Insurance Adviso 401 K Profit Sharing Plan Trust-7$322,233$51,220$7,317iApproximate average salary by contribution assumption: employee only about $182,929 at 4% or $121,952 at 6%; with 50% employer match about $121,952 at 4% or $81,302 at 6%; with 100% employer match about $91,464 at 4% or $60,976 at 6%.
202117$324,820$42,884$6,126iApproximate average salary by contribution assumption: employee only about $153,157 at 4% or $102,105 at 6%; with 50% employer match about $102,105 at 4% or $68,070 at 6%; with 100% employer match about $76,579 at 4% or $51,052 at 6%.
Licata Risk Insurance Adviso 401 K Profit Sharing Plan Trust-7$324,820$42,884$6,126iApproximate average salary by contribution assumption: employee only about $153,157 at 4% or $102,105 at 6%; with 50% employer match about $102,105 at 4% or $68,070 at 6%; with 100% employer match about $76,579 at 4% or $51,052 at 6%.
202018$263,052$39,463$4,933iApproximate average salary by contribution assumption: employee only about $123,322 at 4% or $82,215 at 6%; with 50% employer match about $82,215 at 4% or $54,810 at 6%; with 100% employer match about $61,661 at 4% or $41,107 at 6%.
Licata Risk Insurance Adviso 401 K Profit Sharing Plan Trust-8$263,052$39,463$4,933iApproximate average salary by contribution assumption: employee only about $123,322 at 4% or $82,215 at 6%; with 50% employer match about $82,215 at 4% or $54,810 at 6%; with 100% employer match about $61,661 at 4% or $41,107 at 6%.
201916$207,021$27,430$4,572iApproximate average salary by contribution assumption: employee only about $114,292 at 4% or $76,194 at 6%; with 50% employer match about $76,194 at 4% or $50,796 at 6%; with 100% employer match about $57,146 at 4% or $38,097 at 6%.
Licata Risk Insurance Adviso 401 K Profit Sharing Plan Trust-6$207,021$27,430$4,572iApproximate average salary by contribution assumption: employee only about $114,292 at 4% or $76,194 at 6%; with 50% employer match about $76,194 at 4% or $50,796 at 6%; with 100% employer match about $57,146 at 4% or $38,097 at 6%.
201816$162,288$33,927$5,655iApproximate average salary by contribution assumption: employee only about $141,363 at 4% or $94,242 at 6%; with 50% employer match about $94,242 at 4% or $62,828 at 6%; with 100% employer match about $70,681 at 4% or $47,121 at 6%.
Licata Risk Insurance Adviso 401 K Profit Sharing Plan Trust-6$162,288$33,927$5,655iApproximate average salary by contribution assumption: employee only about $141,363 at 4% or $94,242 at 6%; with 50% employer match about $94,242 at 4% or $62,828 at 6%; with 100% employer match about $70,681 at 4% or $47,121 at 6%.
201714$133,197$38,765$9,691iApproximate average salary by contribution assumption: employee only about $242,281 at 4% or $161,521 at 6%; with 50% employer match about $161,521 at 4% or $107,681 at 6%; with 100% employer match about $121,141 at 4% or $80,760 at 6%.
Licata Risk Insurance Adviso 401 K Profit Sharing Plan Trust-4$133,197$38,765$9,691iApproximate average salary by contribution assumption: employee only about $242,281 at 4% or $161,521 at 6%; with 50% employer match about $161,521 at 4% or $107,681 at 6%; with 100% employer match about $121,141 at 4% or $80,760 at 6%.
201613$85,839$24,750$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
Licata Risk Insurance Adviso 401 K Profit Sharing Plan Trust-3$85,839$24,750$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
201513$58,302$29,979$9,993iApproximate average salary by contribution assumption: employee only about $249,825 at 4% or $166,550 at 6%; with 50% employer match about $166,550 at 4% or $111,033 at 6%; with 100% employer match about $124,913 at 4% or $83,275 at 6%.
Licata Risk Insurance Adviso 401 K Profit Sharing Plan Trust-3$58,302$29,979$9,993iApproximate average salary by contribution assumption: employee only about $249,825 at 4% or $166,550 at 6%; with 50% employer match about $166,550 at 4% or $111,033 at 6%; with 100% employer match about $124,913 at 4% or $83,275 at 6%.
201413$29,113$28,978$9,659iApproximate average salary by contribution assumption: employee only about $241,483 at 4% or $160,989 at 6%; with 50% employer match about $160,989 at 4% or $107,326 at 6%; with 100% employer match about $120,742 at 4% or $80,494 at 6%.
Licata Risk Insurance Adviso 401 K Profit Sharing Plan Trust-3$29,113$28,978$9,659iApproximate average salary by contribution assumption: employee only about $241,483 at 4% or $160,989 at 6%; with 50% employer match about $160,989 at 4% or $107,326 at 6%; with 100% employer match about $120,742 at 4% or $80,494 at 6%.