Paul Donnelly Ins Agency Inc.
Plan context: Paul Donnelly Ins Agency Retirement Plan
EIN 46-3307517 • Grand Blanc, MI • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$325,726
2024 Contributions
$77,112
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 | 1 | 10 | $325,726 | $77,112 | $7,711iApproximate average salary by contribution assumption: employee only about $192,780 at 4% or $128,520 at 6%; with 50% employer match about $128,520 at 4% or $85,680 at 6%; with 100% employer match about $96,390 at 4% or $64,260 at 6%. |
| Paul Donnelly Ins Agency Retirement Plan | - | 10 | $325,726 | $77,112 | $7,711iApproximate average salary by contribution assumption: employee only about $192,780 at 4% or $128,520 at 6%; with 50% employer match about $128,520 at 4% or $85,680 at 6%; with 100% employer match about $96,390 at 4% or $64,260 at 6%. |
| 2023 | 1 | 12 | $228,183 | $74,513 | $6,209iApproximate average salary by contribution assumption: employee only about $155,235 at 4% or $103,490 at 6%; with 50% employer match about $103,490 at 4% or $68,994 at 6%; with 100% employer match about $77,618 at 4% or $51,745 at 6%. |
| Paul Donnelly Ins Agency Retirement Plan | - | 12 | $228,183 | $74,513 | $6,209iApproximate average salary by contribution assumption: employee only about $155,235 at 4% or $103,490 at 6%; with 50% employer match about $103,490 at 4% or $68,994 at 6%; with 100% employer match about $77,618 at 4% or $51,745 at 6%. |
| 2022 | 1 | 7 | $165,731 | $61,664 | $8,809iApproximate average salary by contribution assumption: employee only about $220,229 at 4% or $146,819 at 6%; with 50% employer match about $146,819 at 4% or $97,879 at 6%; with 100% employer match about $110,114 at 4% or $73,410 at 6%. |
| Paul Donnelly Ins Agency Retirement Plan | - | 7 | $165,731 | $61,664 | $8,809iApproximate average salary by contribution assumption: employee only about $220,229 at 4% or $146,819 at 6%; with 50% employer match about $146,819 at 4% or $97,879 at 6%; with 100% employer match about $110,114 at 4% or $73,410 at 6%. |
| 2021 | 1 | 6 | $129,358 | $52,139 | $8,690iApproximate average salary by contribution assumption: employee only about $217,246 at 4% or $144,831 at 6%; with 50% employer match about $144,831 at 4% or $96,554 at 6%; with 100% employer match about $108,623 at 4% or $72,415 at 6%. |
| Paul Donnelly Ins Agency Retirement Plan | - | 6 | $129,358 | $52,139 | $8,690iApproximate average salary by contribution assumption: employee only about $217,246 at 4% or $144,831 at 6%; with 50% employer match about $144,831 at 4% or $96,554 at 6%; with 100% employer match about $108,623 at 4% or $72,415 at 6%. |
| 2020 | 1 | 5 | $63,187 | $55,247 | $11,049iApproximate average salary by contribution assumption: employee only about $276,235 at 4% or $184,157 at 6%; with 50% employer match about $184,157 at 4% or $122,771 at 6%; with 100% employer match about $138,118 at 4% or $92,078 at 6%. |
| Paul Donnelly Ins Agency Retirement Plan | - | 5 | $63,187 | $55,247 | $11,049iApproximate average salary by contribution assumption: employee only about $276,235 at 4% or $184,157 at 6%; with 50% employer match about $184,157 at 4% or $122,771 at 6%; with 100% employer match about $138,118 at 4% or $92,078 at 6%. |
| 2019 | 1 | 21 | $1,305,332 | $189,305 | $9,015iApproximate average salary by contribution assumption: employee only about $225,363 at 4% or $150,242 at 6%; with 50% employer match about $150,242 at 4% or $100,161 at 6%; with 100% employer match about $112,682 at 4% or $75,121 at 6%. |
| Paul Donnelly Ins Agency Retirement Plan | - | 21 | $1,305,332 | $189,305 | $9,015iApproximate average salary by contribution assumption: employee only about $225,363 at 4% or $150,242 at 6%; with 50% employer match about $150,242 at 4% or $100,161 at 6%; with 100% employer match about $112,682 at 4% or $75,121 at 6%. |
| 2018 | 1 | 15 | $901,674 | $213,245 | $14,216iApproximate average salary by contribution assumption: employee only about $355,408 at 4% or $236,939 at 6%; with 50% employer match about $236,939 at 4% or $157,959 at 6%; with 100% employer match about $177,704 at 4% or $118,469 at 6%. |
| Paul Donnelly Ins Agency Retirement Plan | - | 15 | $901,674 | $213,245 | $14,216iApproximate average salary by contribution assumption: employee only about $355,408 at 4% or $236,939 at 6%; with 50% employer match about $236,939 at 4% or $157,959 at 6%; with 100% employer match about $177,704 at 4% or $118,469 at 6%. |
| 2017 | 1 | 12 | $767,410 | $193,818 | $16,152iApproximate average salary by contribution assumption: employee only about $403,788 at 4% or $269,192 at 6%; with 50% employer match about $269,192 at 4% or $179,461 at 6%; with 100% employer match about $201,894 at 4% or $134,596 at 6%. |
| Paul Donnelly Ins Agency Retirement Plan | - | 12 | $767,410 | $193,818 | $16,152iApproximate average salary by contribution assumption: employee only about $403,788 at 4% or $269,192 at 6%; with 50% employer match about $269,192 at 4% or $179,461 at 6%; with 100% employer match about $201,894 at 4% or $134,596 at 6%. |
| 2016 | 1 | 8 | $473,209 | $107,222 | $13,403iApproximate average salary by contribution assumption: employee only about $335,069 at 4% or $223,379 at 6%; with 50% employer match about $223,379 at 4% or $148,919 at 6%; with 100% employer match about $167,534 at 4% or $111,690 at 6%. |
| Paul Donnelly Ins Agency Retirement Plan | - | 8 | $473,209 | $107,222 | $13,403iApproximate average salary by contribution assumption: employee only about $335,069 at 4% or $223,379 at 6%; with 50% employer match about $223,379 at 4% or $148,919 at 6%; with 100% employer match about $167,534 at 4% or $111,690 at 6%. |
| 2015 | 1 | 9 | $346,905 | $310,096 | $34,455iApproximate average salary by contribution assumption: employee only about $861,378 at 4% or $574,252 at 6%; with 50% employer match about $574,252 at 4% or $382,835 at 6%; with 100% employer match about $430,689 at 4% or $287,126 at 6%. |
| Paul Donnelly Ins Agency Retirement Plan | - | 9 | $346,905 | $310,096 | $34,455iApproximate average salary by contribution assumption: employee only about $861,378 at 4% or $574,252 at 6%; with 50% employer match about $574,252 at 4% or $382,835 at 6%; with 100% employer match about $430,689 at 4% or $287,126 at 6%. |
| 2014 | 1 | 3 | $42,873 | $42,232 | $14,077iApproximate average salary by contribution assumption: employee only about $351,933 at 4% or $234,622 at 6%; with 50% employer match about $234,622 at 4% or $156,415 at 6%; with 100% employer match about $175,967 at 4% or $117,311 at 6%. |
| Paul Donnelly Ins Agency Retirement Plan | - | 3 | $42,873 | $42,232 | $14,077iApproximate average salary by contribution assumption: employee only about $351,933 at 4% or $234,622 at 6%; with 50% employer match about $234,622 at 4% or $156,415 at 6%; with 100% employer match about $175,967 at 4% or $117,311 at 6%. |
| 2013 | 1 | 0 | $0 | $0 | - |
| Paul Donnelly Ins Agency Retirement Plan | - | 0 | $0 | $0 | - |