Civic Intelligence

PREVAIL INSURANCE MANAGEMENT SERVICES, INC.

Plan context: PREVAIL 401(K) PROFIT SHARING PLAN & TRUST

EIN 46-0762844 • Granite Bay, CA • 8 filings • 1 plans

4202 Douglas BlvdSuite 300Granite Bay, CA 95746
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,995,519

2025 Contributions

$251,976

Historical Graphs

Total Assets Over Time

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

$1,995,519$997,760$0201820222025YearValue
$1,995,519Latest year 2025

Participants Over Time

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

630201820222025YearValue
6Latest 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
202516$1,995,519$251,976$41,996iApproximate average salary by contribution assumption: employee only about $1,049,900 at 4% or $699,933 at 6%; with 50% employer match about $699,933 at 4% or $466,622 at 6%; with 100% employer match about $524,950 at 4% or $349,967 at 6%.
PREVAIL 401(K) PROFIT SHARING PLAN & TRUST-6$1,995,519$251,976$41,996iApproximate average salary by contribution assumption: employee only about $1,049,900 at 4% or $699,933 at 6%; with 50% employer match about $699,933 at 4% or $466,622 at 6%; with 100% employer match about $524,950 at 4% or $349,967 at 6%.
202415$1,430,653$220,667$44,133iApproximate average salary by contribution assumption: employee only about $1,103,335 at 4% or $735,557 at 6%; with 50% employer match about $735,557 at 4% or $490,371 at 6%; with 100% employer match about $551,668 at 4% or $367,778 at 6%.
PREVAIL 401(K) PROFIT SHARING PLAN & TRUST-5$1,430,653$220,667$44,133iApproximate average salary by contribution assumption: employee only about $1,103,335 at 4% or $735,557 at 6%; with 50% employer match about $735,557 at 4% or $490,371 at 6%; with 100% employer match about $551,668 at 4% or $367,778 at 6%.
202314$1,063,258$194,020$48,505iApproximate average salary by contribution assumption: employee only about $1,212,625 at 4% or $808,417 at 6%; with 50% employer match about $808,417 at 4% or $538,944 at 6%; with 100% employer match about $606,313 at 4% or $404,208 at 6%.
PREVAIL 401(K) PROFIT SHARING PLAN & TRUST-4$1,063,258$194,020$48,505iApproximate average salary by contribution assumption: employee only about $1,212,625 at 4% or $808,417 at 6%; with 50% employer match about $808,417 at 4% or $538,944 at 6%; with 100% employer match about $606,313 at 4% or $404,208 at 6%.
202214$734,548$277,860$69,465iApproximate average salary by contribution assumption: employee only about $1,736,625 at 4% or $1,157,750 at 6%; with 50% employer match about $1,157,750 at 4% or $771,833 at 6%; with 100% employer match about $868,313 at 4% or $578,875 at 6%.
PREVAIL 401(K) PROFIT SHARING PLAN & TRUST-4$734,548$277,860$69,465iApproximate average salary by contribution assumption: employee only about $1,736,625 at 4% or $1,157,750 at 6%; with 50% employer match about $1,157,750 at 4% or $771,833 at 6%; with 100% employer match about $868,313 at 4% or $578,875 at 6%.
202114$574,743$65,980$16,495iApproximate average salary by contribution assumption: employee only about $412,375 at 4% or $274,917 at 6%; with 50% employer match about $274,917 at 4% or $183,278 at 6%; with 100% employer match about $206,188 at 4% or $137,458 at 6%.
PREVAIL 401(K) PROFIT SHARING PLAN & TRUST-4$574,743$65,980$16,495iApproximate average salary by contribution assumption: employee only about $412,375 at 4% or $274,917 at 6%; with 50% employer match about $274,917 at 4% or $183,278 at 6%; with 100% employer match about $206,188 at 4% or $137,458 at 6%.
202014$462,011$92,232$23,058iApproximate average salary by contribution assumption: employee only about $576,450 at 4% or $384,300 at 6%; with 50% employer match about $384,300 at 4% or $256,200 at 6%; with 100% employer match about $288,225 at 4% or $192,150 at 6%.
PREVAIL 401(K) PROFIT SHARING PLAN & TRUST-4$462,011$92,232$23,058iApproximate average salary by contribution assumption: employee only about $576,450 at 4% or $384,300 at 6%; with 50% employer match about $384,300 at 4% or $256,200 at 6%; with 100% employer match about $288,225 at 4% or $192,150 at 6%.
201914$332,721$82,660$20,665iApproximate average salary by contribution assumption: employee only about $516,625 at 4% or $344,417 at 6%; with 50% employer match about $344,417 at 4% or $229,611 at 6%; with 100% employer match about $258,313 at 4% or $172,208 at 6%.
PREVAIL 401(K) PROFIT SHARING PLAN & TRUST-4$332,721$82,660$20,665iApproximate average salary by contribution assumption: employee only about $516,625 at 4% or $344,417 at 6%; with 50% employer match about $344,417 at 4% or $229,611 at 6%; with 100% employer match about $258,313 at 4% or $172,208 at 6%.
201813$206,257$216,861$72,287iApproximate average salary by contribution assumption: employee only about $1,807,175 at 4% or $1,204,783 at 6%; with 50% employer match about $1,204,783 at 4% or $803,189 at 6%; with 100% employer match about $903,588 at 4% or $602,392 at 6%.
PREVAIL 401(K) PROFIT SHARING PLAN & TRUST-3$206,257$216,861$72,287iApproximate average salary by contribution assumption: employee only about $1,807,175 at 4% or $1,204,783 at 6%; with 50% employer match about $1,204,783 at 4% or $803,189 at 6%; with 100% employer match about $903,588 at 4% or $602,392 at 6%.