Civic Intelligence

ACCESS ONE INSURANCE, LLC

Plan context: ACCESS ONE INSURANCE 401(K) PROFIT SHARING PLAN

EIN 46-3648283 • Palm Bay, FL • 2 filings • 1 plans

1900 Palm Bay Rd NESuite GPalm Bay, FL 32905
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$541,473

2025 Contributions

$385,521

Historical Graphs

Total Assets Over Time

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

$541,473$270,737$020242025YearValue
$541,473Latest year 2025

Participants Over Time

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

137020242025YearValue
13Latest 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
2025113$541,473$385,521$29,655iApproximate average salary by contribution assumption: employee only about $741,387 at 4% or $494,258 at 6%; with 50% employer match about $494,258 at 4% or $329,505 at 6%; with 100% employer match about $370,693 at 4% or $247,129 at 6%.
ACCESS ONE INSURANCE 401(K) PROFIT SHARING PLAN-13$541,473$385,521$29,655iApproximate average salary by contribution assumption: employee only about $741,387 at 4% or $494,258 at 6%; with 50% employer match about $494,258 at 4% or $329,505 at 6%; with 100% employer match about $370,693 at 4% or $247,129 at 6%.
2024110$99,550$97,228$9,723iApproximate average salary by contribution assumption: employee only about $243,070 at 4% or $162,047 at 6%; with 50% employer match about $162,047 at 4% or $108,031 at 6%; with 100% employer match about $121,535 at 4% or $81,023 at 6%.
ACCESS ONE INSURANCE 401(K) PROFIT SHARING PLAN-10$99,550$97,228$9,723iApproximate average salary by contribution assumption: employee only about $243,070 at 4% or $162,047 at 6%; with 50% employer match about $162,047 at 4% or $108,031 at 6%; with 100% employer match about $121,535 at 4% or $81,023 at 6%.