Civic Intelligence

Garrett J. Bleakley Insurance Solutions Inc.

Plan context: The Bleakley Agency 401(K) Plan

EIN 46-3418461 • San Diego, CA • 3 filings • 1 plans

600 W. Broadway #600San Diego, CA 92101
Current Snapshot

Latest Year

2017

2017 Participants

16

2017 Assets

$317,686

2017 Contributions

$26,858

Historical Graphs

Total Assets Over Time

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

$317,686$158,843$0201520162017YearValue
$317,686Latest year 2017

Participants Over Time

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

24120201520162017YearValue
16Latest year 2017

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
2017116$317,686$26,858$1,679iApproximate average salary by contribution assumption: employee only about $41,966 at 4% or $27,977 at 6%; with 50% employer match about $27,977 at 4% or $18,651 at 6%; with 100% employer match about $20,983 at 4% or $13,989 at 6%.
The Bleakley Agency 401(K) Plan-16$317,686$26,858$1,679iApproximate average salary by contribution assumption: employee only about $41,966 at 4% or $27,977 at 6%; with 50% employer match about $27,977 at 4% or $18,651 at 6%; with 100% employer match about $20,983 at 4% or $13,989 at 6%.
2016115$254,206$36,946$2,463iApproximate average salary by contribution assumption: employee only about $61,577 at 4% or $41,051 at 6%; with 50% employer match about $41,051 at 4% or $27,367 at 6%; with 100% employer match about $30,788 at 4% or $20,526 at 6%.
The Bleakley Agency 401(K) Plan-15$254,206$36,946$2,463iApproximate average salary by contribution assumption: employee only about $61,577 at 4% or $41,051 at 6%; with 50% employer match about $41,051 at 4% or $27,367 at 6%; with 100% employer match about $30,788 at 4% or $20,526 at 6%.
2015124$286,848$44,804$1,867iApproximate average salary by contribution assumption: employee only about $46,671 at 4% or $31,114 at 6%; with 50% employer match about $31,114 at 4% or $20,743 at 6%; with 100% employer match about $23,335 at 4% or $15,557 at 6%.
The Bleakley Agency 401(K) Plan-24$286,848$44,804$1,867iApproximate average salary by contribution assumption: employee only about $46,671 at 4% or $31,114 at 6%; with 50% employer match about $31,114 at 4% or $20,743 at 6%; with 100% employer match about $23,335 at 4% or $15,557 at 6%.