Civic Intelligence

Brian Stevens Insurance Agency Inc.

Plan context: Brian Stevens Insurance Agency Inc 401(K) Plan

EIN 45-3253387 • Phoenix, AZ • 10 filings • 1 plans

21043 N. Cave Creek RoadSuite A-12Phoenix, AZ 85024
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$844,439

2025 Contributions

$72,864

Historical Graphs

Total Assets Over Time

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

$844,439$422,220$0201620212025YearValue
$844,439Latest year 2025

Participants Over Time

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

420201620212025YearValue
4Latest year 2025

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
202514$844,439$72,864$18,216iApproximate average salary by contribution assumption: employee only about $455,400 at 4% or $303,600 at 6%; with 50% employer match about $303,600 at 4% or $202,400 at 6%; with 100% employer match about $227,700 at 4% or $151,800 at 6%.
Brian Stevens Insurance Agency Inc 401(K) Plan-4$844,439$72,864$18,216iApproximate average salary by contribution assumption: employee only about $455,400 at 4% or $303,600 at 6%; with 50% employer match about $303,600 at 4% or $202,400 at 6%; with 100% employer match about $227,700 at 4% or $151,800 at 6%.
202414$644,754$60,344$15,086iApproximate average salary by contribution assumption: employee only about $377,150 at 4% or $251,433 at 6%; with 50% employer match about $251,433 at 4% or $167,622 at 6%; with 100% employer match about $188,575 at 4% or $125,717 at 6%.
Brian Stevens Insurance Agency Inc 401(K) Plan-4$644,754$60,344$15,086iApproximate average salary by contribution assumption: employee only about $377,150 at 4% or $251,433 at 6%; with 50% employer match about $251,433 at 4% or $167,622 at 6%; with 100% employer match about $188,575 at 4% or $125,717 at 6%.
202314$487,250$57,685$14,421iApproximate average salary by contribution assumption: employee only about $360,531 at 4% or $240,354 at 6%; with 50% employer match about $240,354 at 4% or $160,236 at 6%; with 100% employer match about $180,266 at 4% or $120,177 at 6%.
Brian Stevens Insurance Agency Inc 401(K) Plan-4$487,250$57,685$14,421iApproximate average salary by contribution assumption: employee only about $360,531 at 4% or $240,354 at 6%; with 50% employer match about $240,354 at 4% or $160,236 at 6%; with 100% employer match about $180,266 at 4% or $120,177 at 6%.
202214$367,781$53,420$13,355iApproximate average salary by contribution assumption: employee only about $333,875 at 4% or $222,583 at 6%; with 50% employer match about $222,583 at 4% or $148,389 at 6%; with 100% employer match about $166,938 at 4% or $111,292 at 6%.
Brian Stevens Insurance Agency Inc 401(K) Plan-4$367,781$53,420$13,355iApproximate average salary by contribution assumption: employee only about $333,875 at 4% or $222,583 at 6%; with 50% employer match about $222,583 at 4% or $148,389 at 6%; with 100% employer match about $166,938 at 4% or $111,292 at 6%.
202114$351,590$50,503$12,626iApproximate average salary by contribution assumption: employee only about $315,644 at 4% or $210,429 at 6%; with 50% employer match about $210,429 at 4% or $140,286 at 6%; with 100% employer match about $157,822 at 4% or $105,215 at 6%.
Brian Stevens Insurance Agency Inc 401(K) Plan-4$351,590$50,503$12,626iApproximate average salary by contribution assumption: employee only about $315,644 at 4% or $210,429 at 6%; with 50% employer match about $210,429 at 4% or $140,286 at 6%; with 100% employer match about $157,822 at 4% or $105,215 at 6%.
202014$249,305$48,296$12,074iApproximate average salary by contribution assumption: employee only about $301,850 at 4% or $201,233 at 6%; with 50% employer match about $201,233 at 4% or $134,156 at 6%; with 100% employer match about $150,925 at 4% or $100,617 at 6%.
Brian Stevens Insurance Agency Inc 401(K) Plan-4$249,305$48,296$12,074iApproximate average salary by contribution assumption: employee only about $301,850 at 4% or $201,233 at 6%; with 50% employer match about $201,233 at 4% or $134,156 at 6%; with 100% employer match about $150,925 at 4% or $100,617 at 6%.
201913$176,947$46,072$15,357iApproximate average salary by contribution assumption: employee only about $383,933 at 4% or $255,956 at 6%; with 50% employer match about $255,956 at 4% or $170,637 at 6%; with 100% employer match about $191,967 at 4% or $127,978 at 6%.
Brian Stevens Insurance Agency Inc 401(K) Plan-3$176,947$46,072$15,357iApproximate average salary by contribution assumption: employee only about $383,933 at 4% or $255,956 at 6%; with 50% employer match about $255,956 at 4% or $170,637 at 6%; with 100% employer match about $191,967 at 4% or $127,978 at 6%.
201813$98,274$44,313$14,771iApproximate average salary by contribution assumption: employee only about $369,275 at 4% or $246,183 at 6%; with 50% employer match about $246,183 at 4% or $164,122 at 6%; with 100% employer match about $184,638 at 4% or $123,092 at 6%.
Brian Stevens Insurance Agency Inc 401(K) Plan-3$98,274$44,313$14,771iApproximate average salary by contribution assumption: employee only about $369,275 at 4% or $246,183 at 6%; with 50% employer match about $246,183 at 4% or $164,122 at 6%; with 100% employer match about $184,638 at 4% or $123,092 at 6%.
201713$59,308$37,116$12,372iApproximate average salary by contribution assumption: employee only about $309,300 at 4% or $206,200 at 6%; with 50% employer match about $206,200 at 4% or $137,467 at 6%; with 100% employer match about $154,650 at 4% or $103,100 at 6%.
Brian Stevens Insurance Agency Inc 401(K) Plan-3$59,308$37,116$12,372iApproximate average salary by contribution assumption: employee only about $309,300 at 4% or $206,200 at 6%; with 50% employer match about $206,200 at 4% or $137,467 at 6%; with 100% employer match about $154,650 at 4% or $103,100 at 6%.
201613$16,047$15,535$5,178iApproximate average salary by contribution assumption: employee only about $129,458 at 4% or $86,306 at 6%; with 50% employer match about $86,306 at 4% or $57,537 at 6%; with 100% employer match about $64,729 at 4% or $43,153 at 6%.
Brian Stevens Insurance Agency Inc 401(K) Plan-3$16,047$15,535$5,178iApproximate average salary by contribution assumption: employee only about $129,458 at 4% or $86,306 at 6%; with 50% employer match about $86,306 at 4% or $57,537 at 6%; with 100% employer match about $64,729 at 4% or $43,153 at 6%.