Expert Solutions Insurance Brokerage LLC
Plan context: EXPERT SOLUTIONS INSURANCE BROKERAGE RETIREMENT PLAN
EIN 46-1317330 • Brooklyn, NY • 11 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$2,574,868
2024 Contributions
$342,896
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 11 | $2,574,868 | $342,896 | $31,172iApproximate average salary by contribution assumption: employee only about $779,309 at 4% or $519,539 at 6%; with 50% employer match about $519,539 at 4% or $346,360 at 6%; with 100% employer match about $389,655 at 4% or $259,770 at 6%. |
| EXPERT SOLUTIONS INSURANCE BROKERAGE RETIREMENT PLAN | - | 11 | $1,709,044 | $175,219 | $15,929iApproximate average salary by contribution assumption: employee only about $398,225 at 4% or $265,483 at 6%; with 50% employer match about $265,483 at 4% or $176,989 at 6%; with 100% employer match about $199,113 at 4% or $132,742 at 6%. |
| Expert Solutions Insurance Brokerage Cash Balance Plan | - | 5 | $865,824 | $167,677 | $33,535iApproximate average salary by contribution assumption: employee only about $838,385 at 4% or $558,923 at 6%; with 50% employer match about $558,923 at 4% or $372,616 at 6%; with 100% employer match about $419,193 at 4% or $279,462 at 6%. |
| 2023 | 2 | 11 | $1,917,742 | $357,676 | $32,516iApproximate average salary by contribution assumption: employee only about $812,900 at 4% or $541,933 at 6%; with 50% employer match about $541,933 at 4% or $361,289 at 6%; with 100% employer match about $406,450 at 4% or $270,967 at 6%. |
| EXPERT SOLUTIONS INSURANCE BROKERAGE RETIREMENT PLAN | - | 11 | $1,307,430 | $190,144 | $17,286iApproximate average salary by contribution assumption: employee only about $432,145 at 4% or $288,097 at 6%; with 50% employer match about $288,097 at 4% or $192,065 at 6%; with 100% employer match about $216,073 at 4% or $144,048 at 6%. |
| Expert Solutions Insurance Brokerage Cash Balance Plan | - | 5 | $610,312 | $167,532 | $33,506iApproximate average salary by contribution assumption: employee only about $837,660 at 4% or $558,440 at 6%; with 50% employer match about $558,440 at 4% or $372,293 at 6%; with 100% employer match about $418,830 at 4% or $279,220 at 6%. |
| 2022 | 2 | 8 | $1,302,684 | $329,572 | $41,197iApproximate average salary by contribution assumption: employee only about $1,029,913 at 4% or $686,608 at 6%; with 50% employer match about $686,608 at 4% or $457,739 at 6%; with 100% employer match about $514,956 at 4% or $343,304 at 6%. |
| EXPERT SOLUTIONS INSURANCE BROKERAGE RETIREMENT PLAN | - | 8 | $911,301 | $165,276 | $20,660iApproximate average salary by contribution assumption: employee only about $516,488 at 4% or $344,325 at 6%; with 50% employer match about $344,325 at 4% or $229,550 at 6%; with 100% employer match about $258,244 at 4% or $172,163 at 6%. |
| Expert Solutions Insurance Brokerage Cash Balance Plan | - | 3 | $391,383 | $164,296 | $54,765iApproximate average salary by contribution assumption: employee only about $1,369,133 at 4% or $912,756 at 6%; with 50% employer match about $912,756 at 4% or $608,504 at 6%; with 100% employer match about $684,567 at 4% or $456,378 at 6%. |
| 2021 | 2 | 6 | $1,315,673 | $264,905 | $44,151iApproximate average salary by contribution assumption: employee only about $1,103,771 at 4% or $735,847 at 6%; with 50% employer match about $735,847 at 4% or $490,565 at 6%; with 100% employer match about $551,885 at 4% or $367,924 at 6%. |
| EXPERT SOLUTIONS INSURANCE BROKERAGE 401(K) PROFIT SHARING PLAN | - | 6 | $999,412 | $101,656 | $16,943iApproximate average salary by contribution assumption: employee only about $423,567 at 4% or $282,378 at 6%; with 50% employer match about $282,378 at 4% or $188,252 at 6%; with 100% employer match about $211,783 at 4% or $141,189 at 6%. |
| Expert Solutions Insurance Brokerage Cash Balance Plan | - | 2 | $316,261 | $163,249 | $81,625iApproximate average salary by contribution assumption: employee only about $2,040,613 at 4% or $1,360,408 at 6%; with 50% employer match about $1,360,408 at 4% or $906,939 at 6%; with 100% employer match about $1,020,306 at 4% or $680,204 at 6%. |
| 2020 | 2 | 6 | $938,796 | $263,244 | $43,874iApproximate average salary by contribution assumption: employee only about $1,096,850 at 4% or $731,233 at 6%; with 50% employer match about $731,233 at 4% or $487,489 at 6%; with 100% employer match about $548,425 at 4% or $365,617 at 6%. |
| EXPERT SOLUTIONS INSURANCE BROKERAGE 401(K) PROFIT SHARING PLAN | - | 6 | $776,796 | $101,244 | $16,874iApproximate average salary by contribution assumption: employee only about $421,850 at 4% or $281,233 at 6%; with 50% employer match about $281,233 at 4% or $187,489 at 6%; with 100% employer match about $210,925 at 4% or $140,617 at 6%. |
| Expert Solutions Insurance Brokerage Cash Balance Plan | - | 3 | $162,000 | $162,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |
| 2019 | 1 | 5 | $500,853 | $68,302 | $13,660iApproximate average salary by contribution assumption: employee only about $341,510 at 4% or $227,673 at 6%; with 50% employer match about $227,673 at 4% or $151,782 at 6%; with 100% employer match about $170,755 at 4% or $113,837 at 6%. |
| EXPERT SOLUTIONS INSURANCE BROKERAGE 401(K) PROFIT SHARING PLAN | - | 5 | $500,853 | $68,302 | $13,660iApproximate average salary by contribution assumption: employee only about $341,510 at 4% or $227,673 at 6%; with 50% employer match about $227,673 at 4% or $151,782 at 6%; with 100% employer match about $170,755 at 4% or $113,837 at 6%. |