Civic Intelligence

Risk Transfer Insurance Agency LLC

Plan context: Risk Transfer Insurance Agency LLC 401(K) Profit Sharing Plan

EIN 47-1832760 • Orlando, FL • 8 filings • 5 plans

47 E Robinson Street, Suite 200Orlando, FL 32801
Current Snapshot

Latest Year

2021

2021 Participants

32

2021 Assets

$3,107,205

2021 Contributions

$108,154

Historical Graphs

Total Assets Over Time

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

$3,977,315$1,988,658$0201420172020YearValue
$3,107,205Latest year 2020

Participants Over Time

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

61310201420172020YearValue
32Latest 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$0-
Risk Transfer Insurance Agency LLC 401(K) Profit Sharing Plan-0$0--
2020132$3,107,205$108,154$3,380iApproximate average salary by contribution assumption: employee only about $84,495 at 4% or $56,330 at 6%; with 50% employer match about $56,330 at 4% or $37,553 at 6%; with 100% employer match about $42,248 at 4% or $28,165 at 6%.
Risk Transfer Insurance Agency LLC 401(K) Profit Sharing Plan-32$3,107,205$108,154$3,380iApproximate average salary by contribution assumption: employee only about $84,495 at 4% or $56,330 at 6%; with 50% employer match about $56,330 at 4% or $37,553 at 6%; with 100% employer match about $42,248 at 4% or $28,165 at 6%.
2019135$2,750,190$178,899$5,111iApproximate average salary by contribution assumption: employee only about $127,785 at 4% or $85,190 at 6%; with 50% employer match about $85,190 at 4% or $56,793 at 6%; with 100% employer match about $63,892 at 4% or $42,595 at 6%.
Risk Transfer Insurance Agency LLC 401(K) Profit Sharing Plan-35$2,750,190$178,899$5,111iApproximate average salary by contribution assumption: employee only about $127,785 at 4% or $85,190 at 6%; with 50% employer match about $85,190 at 4% or $56,793 at 6%; with 100% employer match about $63,892 at 4% or $42,595 at 6%.
2018139$2,849,724$147,227$3,775iApproximate average salary by contribution assumption: employee only about $94,376 at 4% or $62,918 at 6%; with 50% employer match about $62,918 at 4% or $41,945 at 6%; with 100% employer match about $47,188 at 4% or $31,459 at 6%.
Risk Transfer Insurance Agency LLC 401(K) Profit Sharing Plan-39$2,849,724$147,227$3,775iApproximate average salary by contribution assumption: employee only about $94,376 at 4% or $62,918 at 6%; with 50% employer match about $62,918 at 4% or $41,945 at 6%; with 100% employer match about $47,188 at 4% or $31,459 at 6%.
2017144$2,968,642$151,981$3,454iApproximate average salary by contribution assumption: employee only about $86,353 at 4% or $57,569 at 6%; with 50% employer match about $57,569 at 4% or $38,379 at 6%; with 100% employer match about $43,176 at 4% or $28,784 at 6%.
Risk Transfer Insurance Agency LLC 401(K) Profit Sharing Plan-44$2,968,642$151,981$3,454iApproximate average salary by contribution assumption: employee only about $86,353 at 4% or $57,569 at 6%; with 50% employer match about $57,569 at 4% or $38,379 at 6%; with 100% employer match about $43,176 at 4% or $28,784 at 6%.
2016161$2,527,322$249,159$4,085iApproximate average salary by contribution assumption: employee only about $102,114 at 4% or $68,076 at 6%; with 50% employer match about $68,076 at 4% or $45,384 at 6%; with 100% employer match about $51,057 at 4% or $34,038 at 6%.
Risk Transfer Insurance Agency LLC 401(K) Profit Sharing Plan-61$2,527,322$249,159$4,085iApproximate average salary by contribution assumption: employee only about $102,114 at 4% or $68,076 at 6%; with 50% employer match about $68,076 at 4% or $45,384 at 6%; with 100% employer match about $51,057 at 4% or $34,038 at 6%.
2015161$2,513,256$244,689$4,011iApproximate average salary by contribution assumption: employee only about $100,282 at 4% or $66,855 at 6%; with 50% employer match about $66,855 at 4% or $44,570 at 6%; with 100% employer match about $50,141 at 4% or $33,427 at 6%.
Risk Transfer Insurance Agency LLC 401(K) Profit Sharing Plan-61$2,513,256$244,689$4,011iApproximate average salary by contribution assumption: employee only about $100,282 at 4% or $66,855 at 6%; with 50% employer match about $66,855 at 4% or $44,570 at 6%; with 100% employer match about $50,141 at 4% or $33,427 at 6%.
2014160$3,977,315$167,801$2,797iApproximate average salary by contribution assumption: employee only about $69,917 at 4% or $46,611 at 6%; with 50% employer match about $46,611 at 4% or $31,074 at 6%; with 100% employer match about $34,959 at 4% or $23,306 at 6%.
Risk Transfer Insurance Agency LLC 401(K) Profit Sharing Plan-60$3,977,315$167,801$2,797iApproximate average salary by contribution assumption: employee only about $69,917 at 4% or $46,611 at 6%; with 50% employer match about $46,611 at 4% or $31,074 at 6%; with 100% employer match about $34,959 at 4% or $23,306 at 6%.