Civic Intelligence

TRAGER REZNITSKY INSURANCE, LLC

Plan context: TRAGER REZNITSKY INSURANCE, LLC 401(K) PLAN

EIN 46-4049860 • North Haven, CT • 3 filings • 1 plans

127 Washington Ave, 3rd Floor EastNorth Haven, CT 06473
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$422,771

2025 Contributions

$180,417

Historical Graphs

Total Assets Over Time

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

$422,771$211,386$0202320242025YearValue
$422,771Latest year 2025

Participants Over Time

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

1370202320242025YearValue
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$422,771$180,417$13,878iApproximate average salary by contribution assumption: employee only about $346,956 at 4% or $231,304 at 6%; with 50% employer match about $231,304 at 4% or $154,203 at 6%; with 100% employer match about $173,478 at 4% or $115,652 at 6%.
TRAGER REZNITSKY INSURANCE, LLC 401(K) PLAN-13$422,771$180,417$13,878iApproximate average salary by contribution assumption: employee only about $346,956 at 4% or $231,304 at 6%; with 50% employer match about $231,304 at 4% or $154,203 at 6%; with 100% employer match about $173,478 at 4% or $115,652 at 6%.
2024112$194,591$105,392$8,783iApproximate average salary by contribution assumption: employee only about $219,567 at 4% or $146,378 at 6%; with 50% employer match about $146,378 at 4% or $97,585 at 6%; with 100% employer match about $109,783 at 4% or $73,189 at 6%.
TRAGER REZNITSKY INSURANCE, LLC 401(K) PLAN-12$194,591$105,392$8,783iApproximate average salary by contribution assumption: employee only about $219,567 at 4% or $146,378 at 6%; with 50% employer match about $146,378 at 4% or $97,585 at 6%; with 100% employer match about $109,783 at 4% or $73,189 at 6%.
2023111$75,601$70,672$6,425iApproximate average salary by contribution assumption: employee only about $160,618 at 4% or $107,079 at 6%; with 50% employer match about $107,079 at 4% or $71,386 at 6%; with 100% employer match about $80,309 at 4% or $53,539 at 6%.
TRAGER REZNITSKY INSURANCE, LLC 401(K) PLAN-11$75,601$70,672$6,425iApproximate average salary by contribution assumption: employee only about $160,618 at 4% or $107,079 at 6%; with 50% employer match about $107,079 at 4% or $71,386 at 6%; with 100% employer match about $80,309 at 4% or $53,539 at 6%.