Weiser Insurance Agency
Plan context: Weiser Insurance Agency 401(K) Plan
EIN 47-3890437 • Oxnard, CA • 11 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,383,015
2025 Contributions
$100,500
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $1,383,015 | $100,500 | $16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%. |
| Weiser Insurance Agency 401(K) Plan | - | 6 | $1,383,015 | $100,500 | $16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%. |
| 2024 | 1 | 6 | $1,066,155 | $98,500 | $16,417iApproximate average salary by contribution assumption: employee only about $410,417 at 4% or $273,611 at 6%; with 50% employer match about $273,611 at 4% or $182,407 at 6%; with 100% employer match about $205,208 at 4% or $136,806 at 6%. |
| Weiser Insurance Agency 401(K) Plan | - | 6 | $1,066,155 | $98,500 | $16,417iApproximate average salary by contribution assumption: employee only about $410,417 at 4% or $273,611 at 6%; with 50% employer match about $273,611 at 4% or $182,407 at 6%; with 100% employer match about $205,208 at 4% or $136,806 at 6%. |
| 2023 | 1 | 6 | $838,907 | $219,227 | $36,538iApproximate average salary by contribution assumption: employee only about $913,446 at 4% or $608,964 at 6%; with 50% employer match about $608,964 at 4% or $405,976 at 6%; with 100% employer match about $456,723 at 4% or $304,482 at 6%. |
| Weiser Insurance Agency 401(K) Plan | - | 6 | $838,907 | $219,227 | $36,538iApproximate average salary by contribution assumption: employee only about $913,446 at 4% or $608,964 at 6%; with 50% employer match about $608,964 at 4% or $405,976 at 6%; with 100% employer match about $456,723 at 4% or $304,482 at 6%. |
| 2022 | 1 | 5 | $511,076 | $47,500 | $9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%. |
| Weiser Insurance Agency 401(K) Plan | - | 5 | $511,076 | $47,500 | $9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%. |
| 2021 | 1 | 5 | $571,374 | $7,758 | $1,552iApproximate average salary by contribution assumption: employee only about $38,790 at 4% or $25,860 at 6%; with 50% employer match about $25,860 at 4% or $17,240 at 6%; with 100% employer match about $19,395 at 4% or $12,930 at 6%. |
| Weiser Insurance Agency 401(K) Plan | - | 5 | $571,374 | $7,758 | $1,552iApproximate average salary by contribution assumption: employee only about $38,790 at 4% or $25,860 at 6%; with 50% employer match about $25,860 at 4% or $17,240 at 6%; with 100% employer match about $19,395 at 4% or $12,930 at 6%. |
| 2020 | 1 | 5 | $481,485 | $8,784 | $1,757iApproximate average salary by contribution assumption: employee only about $43,920 at 4% or $29,280 at 6%; with 50% employer match about $29,280 at 4% or $19,520 at 6%; with 100% employer match about $21,960 at 4% or $14,640 at 6%. |
| Weiser Insurance Agency 401(K) Plan | - | 5 | $481,485 | $8,784 | $1,757iApproximate average salary by contribution assumption: employee only about $43,920 at 4% or $29,280 at 6%; with 50% employer match about $29,280 at 4% or $19,520 at 6%; with 100% employer match about $21,960 at 4% or $14,640 at 6%. |
| 2019 | 1 | 5 | $395,205 | $22,990 | $4,598iApproximate average salary by contribution assumption: employee only about $114,950 at 4% or $76,633 at 6%; with 50% employer match about $76,633 at 4% or $51,089 at 6%; with 100% employer match about $57,475 at 4% or $38,317 at 6%. |
| Weiser Insurance Agency 401(K) Plan | - | 5 | $395,205 | $22,990 | $4,598iApproximate average salary by contribution assumption: employee only about $114,950 at 4% or $76,633 at 6%; with 50% employer match about $76,633 at 4% or $51,089 at 6%; with 100% employer match about $57,475 at 4% or $38,317 at 6%. |
| 2018 | 1 | 5 | $300,438 | $12,309 | $2,462iApproximate average salary by contribution assumption: employee only about $61,545 at 4% or $41,030 at 6%; with 50% employer match about $41,030 at 4% or $27,353 at 6%; with 100% employer match about $30,773 at 4% or $20,515 at 6%. |
| Weiser Insurance Agency 401(K) Plan | - | 5 | $300,438 | $12,309 | $2,462iApproximate average salary by contribution assumption: employee only about $61,545 at 4% or $41,030 at 6%; with 50% employer match about $41,030 at 4% or $27,353 at 6%; with 100% employer match about $30,773 at 4% or $20,515 at 6%. |
| 2017 | 1 | 4 | $304,934 | $148,963 | $37,241iApproximate average salary by contribution assumption: employee only about $931,019 at 4% or $620,679 at 6%; with 50% employer match about $620,679 at 4% or $413,786 at 6%; with 100% employer match about $465,509 at 4% or $310,340 at 6%. |
| Weiser Insurance Agency 401(K) Plan | - | 4 | $304,934 | $148,963 | $37,241iApproximate average salary by contribution assumption: employee only about $931,019 at 4% or $620,679 at 6%; with 50% employer match about $620,679 at 4% or $413,786 at 6%; with 100% employer match about $465,509 at 4% or $310,340 at 6%. |
| 2016 | 1 | 3 | $117,277 | $3,675 | $1,225iApproximate average salary by contribution assumption: employee only about $30,625 at 4% or $20,417 at 6%; with 50% employer match about $20,417 at 4% or $13,611 at 6%; with 100% employer match about $15,313 at 4% or $10,208 at 6%. |
| Weiser Insurance Agency 401(K) Plan | - | 3 | $117,277 | $3,675 | $1,225iApproximate average salary by contribution assumption: employee only about $30,625 at 4% or $20,417 at 6%; with 50% employer match about $20,417 at 4% or $13,611 at 6%; with 100% employer match about $15,313 at 4% or $10,208 at 6%. |
| 2015 | 1 | 3 | $1,650 | $1,650 | $550iApproximate average salary by contribution assumption: employee only about $13,750 at 4% or $9,167 at 6%; with 50% employer match about $9,167 at 4% or $6,111 at 6%; with 100% employer match about $6,875 at 4% or $4,583 at 6%. |
| Weiser Insurance Agency 401(K) Plan | - | 3 | $1,650 | $1,650 | $550iApproximate average salary by contribution assumption: employee only about $13,750 at 4% or $9,167 at 6%; with 50% employer match about $9,167 at 4% or $6,111 at 6%; with 100% employer match about $6,875 at 4% or $4,583 at 6%. |