Beneflex Insurance Services LLC
Plan context: Beneflex Insurance Services LLC 401(K) Retirement Plan
EIN 46-4274384 • Santa Barbara, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
20
2018 Assets
$917,663
2018 Contributions
$61,062
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $61,062 | - |
| Beneflex Insurance Services LLC 401(K) Retirement Plan | - | 0 | $0 | $61,062 | - |
| 2017 | 1 | 20 | $917,663 | $119,720 | $5,986iApproximate average salary by contribution assumption: employee only about $149,650 at 4% or $99,767 at 6%; with 50% employer match about $99,767 at 4% or $66,511 at 6%; with 100% employer match about $74,825 at 4% or $49,883 at 6%. |
| Beneflex Insurance Services LLC 401(K) Retirement Plan | - | 20 | $917,663 | $119,720 | $5,986iApproximate average salary by contribution assumption: employee only about $149,650 at 4% or $99,767 at 6%; with 50% employer match about $99,767 at 4% or $66,511 at 6%; with 100% employer match about $74,825 at 4% or $49,883 at 6%. |
| 2016 | 1 | 18 | $677,653 | $103,131 | $5,730iApproximate average salary by contribution assumption: employee only about $143,238 at 4% or $95,492 at 6%; with 50% employer match about $95,492 at 4% or $63,661 at 6%; with 100% employer match about $71,619 at 4% or $47,746 at 6%. |
| Beneflex Insurance Services LLC 401(K) Retirement Plan | - | 18 | $677,653 | $103,131 | $5,730iApproximate average salary by contribution assumption: employee only about $143,238 at 4% or $95,492 at 6%; with 50% employer match about $95,492 at 4% or $63,661 at 6%; with 100% employer match about $71,619 at 4% or $47,746 at 6%. |
| 2015 | 1 | 17 | $576,844 | $70,314 | $4,136iApproximate average salary by contribution assumption: employee only about $103,403 at 4% or $68,935 at 6%; with 50% employer match about $68,935 at 4% or $45,957 at 6%; with 100% employer match about $51,701 at 4% or $34,468 at 6%. |
| Beneflex Insurance Services LLC 401(K) Retirement Plan | - | 17 | $576,844 | $70,314 | $4,136iApproximate average salary by contribution assumption: employee only about $103,403 at 4% or $68,935 at 6%; with 50% employer match about $68,935 at 4% or $45,957 at 6%; with 100% employer match about $51,701 at 4% or $34,468 at 6%. |
| 2014 | 1 | 13 | $646,761 | $81,441 | $6,265iApproximate average salary by contribution assumption: employee only about $156,617 at 4% or $104,412 at 6%; with 50% employer match about $104,412 at 4% or $69,608 at 6%; with 100% employer match about $78,309 at 4% or $52,206 at 6%. |
| Beneflex Insurance Services LLC 401(K) Retirement Plan | - | 13 | $646,761 | $81,441 | $6,265iApproximate average salary by contribution assumption: employee only about $156,617 at 4% or $104,412 at 6%; with 50% employer match about $104,412 at 4% or $69,608 at 6%; with 100% employer match about $78,309 at 4% or $52,206 at 6%. |