Civic Intelligence

Cherri J Walsh Insurance Services,

Plan context: Cherri J Walsh Insurance Services Retirement Plan

EIN 47-4684463 • 10 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$57,585

2024 Contributions

$320,336

Historical Graphs

Total Assets Over Time

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

$543,558$271,779$0201520192023YearValue
$57,585Latest year 2023

Participants Over Time

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

320201520192023YearValue
3Latest year 2023

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
202410$0$0-
Cherri J Walsh Insurance Services Retirement Plan-0---
202313$57,585$0-
Cherri J Walsh Insurance Services Retirement Plan-3$57,585--
202212$233,621$0-
Cherri J Walsh Insurance Services Retirement Plan-2$233,621--
202113$543,558$0-
Cherri J Walsh Insurance Services Retirement Plan-3$543,558--
202012$439,961$0-
Cherri J Walsh Insurance Services Retirement Plan-2$439,961--
201912$472,015$0-
Cherri J Walsh Insurance Services Retirement Plan-2$472,015--
201812$416,371$0-
Cherri J Walsh Insurance Services Retirement Plan-2$416,371--
201712$331,378$0-
Cherri J Walsh Insurance Services Retirement Plan-2$331,378--
201611$341,778$0-
Cherri J Walsh Insurance Services Retirement Plan-1$341,778--
201511$178,095$320,336$320,336iApproximate average salary by contribution assumption: employee only about $8,008,400 at 4% or $5,338,933 at 6%; with 50% employer match about $5,338,933 at 4% or $3,559,289 at 6%; with 100% employer match about $4,004,200 at 4% or $2,669,467 at 6%.
Cherri J Walsh Insurance Services Retirement Plan-1$178,095$320,336$320,336iApproximate average salary by contribution assumption: employee only about $8,008,400 at 4% or $5,338,933 at 6%; with 50% employer match about $5,338,933 at 4% or $3,559,289 at 6%; with 100% employer match about $4,004,200 at 4% or $2,669,467 at 6%.