Bill Matlock Insurance Agency
Plan context: Bill Matlock Insurance Agency 401 K Profit Sharing Plan Trust
EIN 45-5201547 • Thousand Oaks, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
2
2017 Assets
$1,033
2017 Contributions
$18,460
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Bill Matlock Insurance Agency 401 K Profit Sharing Plan Trust | - | 0 | $0 | $0 | - |
| 2016 | 1 | 2 | $1,033 | $0 | - |
| Bill Matlock Insurance Agency 401 K Profit Sharing Plan Trust | - | 2 | $1,033 | $0 | - |
| 2015 | 1 | 11 | $38,750 | $18,460 | $1,678iApproximate average salary by contribution assumption: employee only about $41,955 at 4% or $27,970 at 6%; with 50% employer match about $27,970 at 4% or $18,646 at 6%; with 100% employer match about $20,977 at 4% or $13,985 at 6%. |
| Bill Matlock Insurance Agency 401 K Profit Sharing Plan Trust | - | 11 | $38,750 | $18,460 | $1,678iApproximate average salary by contribution assumption: employee only about $41,955 at 4% or $27,970 at 6%; with 50% employer match about $27,970 at 4% or $18,646 at 6%; with 100% employer match about $20,977 at 4% or $13,985 at 6%. |
| 2014 | 1 | 12 | $31,059 | $32,413 | $2,701iApproximate average salary by contribution assumption: employee only about $67,527 at 4% or $45,018 at 6%; with 50% employer match about $45,018 at 4% or $30,012 at 6%; with 100% employer match about $33,764 at 4% or $22,509 at 6%. |
| Bill Matlock Insurance Agency 401 K Profit Sharing Plan Trust | - | 12 | $31,059 | $32,413 | $2,701iApproximate average salary by contribution assumption: employee only about $67,527 at 4% or $45,018 at 6%; with 50% employer match about $45,018 at 4% or $30,012 at 6%; with 100% employer match about $33,764 at 4% or $22,509 at 6%. |
| 2013 | 1 | 7 | $17,116 | $16,702 | $2,386iApproximate average salary by contribution assumption: employee only about $59,650 at 4% or $39,767 at 6%; with 50% employer match about $39,767 at 4% or $26,511 at 6%; with 100% employer match about $29,825 at 4% or $19,883 at 6%. |
| Bill Matlock Insurance Agency 401 K Profit Sharing Plan Trust | - | 7 | $17,116 | $16,702 | $2,386iApproximate average salary by contribution assumption: employee only about $59,650 at 4% or $39,767 at 6%; with 50% employer match about $39,767 at 4% or $26,511 at 6%; with 100% employer match about $29,825 at 4% or $19,883 at 6%. |