Circle Insurance Agency Inc.
Plan context: Circle Insurance Agency Inc. Retirement Plan
EIN 45-4805388 • Circle, MT • 5 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
4
2022 Assets
$354,074
2022 Contributions
$30,791
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 4 | $354,074 | $30,791 | $7,698iApproximate average salary by contribution assumption: employee only about $192,444 at 4% or $128,296 at 6%; with 50% employer match about $128,296 at 4% or $85,531 at 6%; with 100% employer match about $96,222 at 4% or $64,148 at 6%. |
| Circle Insurance Agency Inc. Retirement Plan | - | 4 | $354,074 | $30,791 | $7,698iApproximate average salary by contribution assumption: employee only about $192,444 at 4% or $128,296 at 6%; with 50% employer match about $128,296 at 4% or $85,531 at 6%; with 100% employer match about $96,222 at 4% or $64,148 at 6%. |
| 2021 | 1 | 4 | $422,818 | $102,651 | $25,663iApproximate average salary by contribution assumption: employee only about $641,569 at 4% or $427,713 at 6%; with 50% employer match about $427,713 at 4% or $285,142 at 6%; with 100% employer match about $320,784 at 4% or $213,856 at 6%. |
| Circle Insurance Agency Inc. Retirement Plan | - | 4 | $422,818 | $102,651 | $25,663iApproximate average salary by contribution assumption: employee only about $641,569 at 4% or $427,713 at 6%; with 50% employer match about $427,713 at 4% or $285,142 at 6%; with 100% employer match about $320,784 at 4% or $213,856 at 6%. |
| 2019 | 1 | 4 | $200,826 | $71,250 | $17,813iApproximate average salary by contribution assumption: employee only about $445,313 at 4% or $296,875 at 6%; with 50% employer match about $296,875 at 4% or $197,917 at 6%; with 100% employer match about $222,656 at 4% or $148,438 at 6%. |
| Circle Insurance Agency Inc. Retirement Plan | - | 4 | $200,826 | $71,250 | $17,813iApproximate average salary by contribution assumption: employee only about $445,313 at 4% or $296,875 at 6%; with 50% employer match about $296,875 at 4% or $197,917 at 6%; with 100% employer match about $222,656 at 4% or $148,438 at 6%. |
| 2018 | 1 | 4 | $129,576 | $63,240 | $15,810iApproximate average salary by contribution assumption: employee only about $395,250 at 4% or $263,500 at 6%; with 50% employer match about $263,500 at 4% or $175,667 at 6%; with 100% employer match about $197,625 at 4% or $131,750 at 6%. |
| Circle Insurance Agency Inc. Retirement Plan | - | 4 | $129,576 | $63,240 | $15,810iApproximate average salary by contribution assumption: employee only about $395,250 at 4% or $263,500 at 6%; with 50% employer match about $263,500 at 4% or $175,667 at 6%; with 100% employer match about $197,625 at 4% or $131,750 at 6%. |
| 2017 | 1 | 2 | $66,336 | $66,336 | $33,168iApproximate average salary by contribution assumption: employee only about $829,200 at 4% or $552,800 at 6%; with 50% employer match about $552,800 at 4% or $368,533 at 6%; with 100% employer match about $414,600 at 4% or $276,400 at 6%. |
| Circle Insurance Agency Inc. Retirement Plan | - | 2 | $66,336 | $66,336 | $33,168iApproximate average salary by contribution assumption: employee only about $829,200 at 4% or $552,800 at 6%; with 50% employer match about $552,800 at 4% or $368,533 at 6%; with 100% employer match about $414,600 at 4% or $276,400 at 6%. |