Civic Intelligence

Yale Insurance Service Inc.

Plan context: Yale Insurance Service Inc. Profit Sharing Plan

EIN 46-4226318 • Somis, CA • 8 filings • 1 plans

P.O. Box 119Somis, CA 93066-0119
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$4,887,307

2021 Contributions

$58,233

Historical Graphs

Total Assets Over Time

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

$4,887,307$2,443,654$0201420172020YearValue
$4,887,307Latest year 2020

Participants Over Time

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

320201420172020YearValue
3Latest year 2020

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
202110$0$58,233-
Yale Insurance Service Inc. Profit Sharing Plan-0$0$58,233-
202013$4,887,307$63,581$21,194iApproximate average salary by contribution assumption: employee only about $529,842 at 4% or $353,228 at 6%; with 50% employer match about $353,228 at 4% or $235,485 at 6%; with 100% employer match about $264,921 at 4% or $176,614 at 6%.
Yale Insurance Service Inc. Profit Sharing Plan-3$4,887,307$63,581$21,194iApproximate average salary by contribution assumption: employee only about $529,842 at 4% or $353,228 at 6%; with 50% employer match about $353,228 at 4% or $235,485 at 6%; with 100% employer match about $264,921 at 4% or $176,614 at 6%.
201913$4,744,089$62,251$20,750iApproximate average salary by contribution assumption: employee only about $518,758 at 4% or $345,839 at 6%; with 50% employer match about $345,839 at 4% or $230,559 at 6%; with 100% employer match about $259,379 at 4% or $172,919 at 6%.
Yale Insurance Service Inc. Profit Sharing Plan-3$4,744,089$62,251$20,750iApproximate average salary by contribution assumption: employee only about $518,758 at 4% or $345,839 at 6%; with 50% employer match about $345,839 at 4% or $230,559 at 6%; with 100% employer match about $259,379 at 4% or $172,919 at 6%.
201813$3,849,219$1,174,188$391,396iApproximate average salary by contribution assumption: employee only about $9,784,900 at 4% or $6,523,267 at 6%; with 50% employer match about $6,523,267 at 4% or $4,348,844 at 6%; with 100% employer match about $4,892,450 at 4% or $3,261,633 at 6%.
Yale Insurance Service Inc. Profit Sharing Plan-3$3,849,219$1,174,188$391,396iApproximate average salary by contribution assumption: employee only about $9,784,900 at 4% or $6,523,267 at 6%; with 50% employer match about $6,523,267 at 4% or $4,348,844 at 6%; with 100% employer match about $4,892,450 at 4% or $3,261,633 at 6%.
201713$3,154,761$10,987$3,662iApproximate average salary by contribution assumption: employee only about $91,558 at 4% or $61,039 at 6%; with 50% employer match about $61,039 at 4% or $40,693 at 6%; with 100% employer match about $45,779 at 4% or $30,519 at 6%.
Yale Insurance Service Inc. Profit Sharing Plan-3$3,154,761$10,987$3,662iApproximate average salary by contribution assumption: employee only about $91,558 at 4% or $61,039 at 6%; with 50% employer match about $61,039 at 4% or $40,693 at 6%; with 100% employer match about $45,779 at 4% or $30,519 at 6%.
201613$2,540,569$11,517$3,839iApproximate average salary by contribution assumption: employee only about $95,975 at 4% or $63,983 at 6%; with 50% employer match about $63,983 at 4% or $42,656 at 6%; with 100% employer match about $47,988 at 4% or $31,992 at 6%.
Yale Insurance Service Inc. Profit Sharing Plan-3$2,540,569$11,517$3,839iApproximate average salary by contribution assumption: employee only about $95,975 at 4% or $63,983 at 6%; with 50% employer match about $63,983 at 4% or $42,656 at 6%; with 100% employer match about $47,988 at 4% or $31,992 at 6%.
201513$2,260,311$12,331$4,110iApproximate average salary by contribution assumption: employee only about $102,758 at 4% or $68,506 at 6%; with 50% employer match about $68,506 at 4% or $45,670 at 6%; with 100% employer match about $51,379 at 4% or $34,253 at 6%.
Yale Insurance Service Inc. Profit Sharing Plan-3$2,260,311$12,331$4,110iApproximate average salary by contribution assumption: employee only about $102,758 at 4% or $68,506 at 6%; with 50% employer match about $68,506 at 4% or $45,670 at 6%; with 100% employer match about $51,379 at 4% or $34,253 at 6%.
201413$2,307,280$13,950$4,650iApproximate average salary by contribution assumption: employee only about $116,250 at 4% or $77,500 at 6%; with 50% employer match about $77,500 at 4% or $51,667 at 6%; with 100% employer match about $58,125 at 4% or $38,750 at 6%.
Yale Insurance Service Inc. Profit Sharing Plan-3$2,307,280$13,950$4,650iApproximate average salary by contribution assumption: employee only about $116,250 at 4% or $77,500 at 6%; with 50% employer match about $77,500 at 4% or $51,667 at 6%; with 100% employer match about $58,125 at 4% or $38,750 at 6%.