Civic Intelligence

Porter-Spears & Bundy Insurance Age

Plan context: Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan

EIN 48-0941736 • Ottawa, KS • 25 filings • 5 plans

310 South Main StreetOttawa, KS 66067
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$2,406,018

2023 Contributions

$77,848

Historical Graphs

Total Assets Over Time

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

$2,406,018$1,203,009$0199920142023YearValue
$2,406,018Latest year 2023

Participants Over Time

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

740199920112023YearValue
5Latest 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
202315$2,406,018$77,848$15,570iApproximate average salary by contribution assumption: employee only about $389,240 at 4% or $259,493 at 6%; with 50% employer match about $259,493 at 4% or $172,996 at 6%; with 100% employer match about $194,620 at 4% or $129,747 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-5$2,406,018$77,848$15,570iApproximate average salary by contribution assumption: employee only about $389,240 at 4% or $259,493 at 6%; with 50% employer match about $259,493 at 4% or $172,996 at 6%; with 100% employer match about $194,620 at 4% or $129,747 at 6%.
202216$1,907,646$90,860$15,143iApproximate average salary by contribution assumption: employee only about $378,583 at 4% or $252,389 at 6%; with 50% employer match about $252,389 at 4% or $168,259 at 6%; with 100% employer match about $189,292 at 4% or $126,194 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-6$1,907,646$90,860$15,143iApproximate average salary by contribution assumption: employee only about $378,583 at 4% or $252,389 at 6%; with 50% employer match about $252,389 at 4% or $168,259 at 6%; with 100% employer match about $189,292 at 4% or $126,194 at 6%.
202114$1,619,420$82,172$20,543iApproximate average salary by contribution assumption: employee only about $513,575 at 4% or $342,383 at 6%; with 50% employer match about $342,383 at 4% or $228,256 at 6%; with 100% employer match about $256,788 at 4% or $171,192 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-4$1,619,420$82,172$20,543iApproximate average salary by contribution assumption: employee only about $513,575 at 4% or $342,383 at 6%; with 50% employer match about $342,383 at 4% or $228,256 at 6%; with 100% employer match about $256,788 at 4% or $171,192 at 6%.
202015$1,872,909$92,391$18,478iApproximate average salary by contribution assumption: employee only about $461,955 at 4% or $307,970 at 6%; with 50% employer match about $307,970 at 4% or $205,313 at 6%; with 100% employer match about $230,978 at 4% or $153,985 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-5$1,872,909$92,391$18,478iApproximate average salary by contribution assumption: employee only about $461,955 at 4% or $307,970 at 6%; with 50% employer match about $307,970 at 4% or $205,313 at 6%; with 100% employer match about $230,978 at 4% or $153,985 at 6%.
201916$1,515,703$76,228$12,705iApproximate average salary by contribution assumption: employee only about $317,617 at 4% or $211,744 at 6%; with 50% employer match about $211,744 at 4% or $141,163 at 6%; with 100% employer match about $158,808 at 4% or $105,872 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-6$1,515,703$76,228$12,705iApproximate average salary by contribution assumption: employee only about $317,617 at 4% or $211,744 at 6%; with 50% employer match about $211,744 at 4% or $141,163 at 6%; with 100% employer match about $158,808 at 4% or $105,872 at 6%.
201815$1,329,849$79,811$15,962iApproximate average salary by contribution assumption: employee only about $399,055 at 4% or $266,037 at 6%; with 50% employer match about $266,037 at 4% or $177,358 at 6%; with 100% employer match about $199,528 at 4% or $133,018 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-5$1,329,849$79,811$15,962iApproximate average salary by contribution assumption: employee only about $399,055 at 4% or $266,037 at 6%; with 50% employer match about $266,037 at 4% or $177,358 at 6%; with 100% employer match about $199,528 at 4% or $133,018 at 6%.
201715$1,216,620$78,816$15,763iApproximate average salary by contribution assumption: employee only about $394,080 at 4% or $262,720 at 6%; with 50% employer match about $262,720 at 4% or $175,147 at 6%; with 100% employer match about $197,040 at 4% or $131,360 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-5$1,216,620$78,816$15,763iApproximate average salary by contribution assumption: employee only about $394,080 at 4% or $262,720 at 6%; with 50% employer match about $262,720 at 4% or $175,147 at 6%; with 100% employer match about $197,040 at 4% or $131,360 at 6%.
201615$1,115,382$81,307$16,261iApproximate average salary by contribution assumption: employee only about $406,535 at 4% or $271,023 at 6%; with 50% employer match about $271,023 at 4% or $180,682 at 6%; with 100% employer match about $203,268 at 4% or $135,512 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-5$1,115,382$81,307$16,261iApproximate average salary by contribution assumption: employee only about $406,535 at 4% or $271,023 at 6%; with 50% employer match about $271,023 at 4% or $180,682 at 6%; with 100% employer match about $203,268 at 4% or $135,512 at 6%.
201514$949,860$67,021$16,755iApproximate average salary by contribution assumption: employee only about $418,881 at 4% or $279,254 at 6%; with 50% employer match about $279,254 at 4% or $186,169 at 6%; with 100% employer match about $209,441 at 4% or $139,627 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-4$949,860$67,021$16,755iApproximate average salary by contribution assumption: employee only about $418,881 at 4% or $279,254 at 6%; with 50% employer match about $279,254 at 4% or $186,169 at 6%; with 100% employer match about $209,441 at 4% or $139,627 at 6%.
201415$1,114,043$58,019$11,604iApproximate average salary by contribution assumption: employee only about $290,095 at 4% or $193,397 at 6%; with 50% employer match about $193,397 at 4% or $128,931 at 6%; with 100% employer match about $145,048 at 4% or $96,698 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-5$1,114,043$58,019$11,604iApproximate average salary by contribution assumption: employee only about $290,095 at 4% or $193,397 at 6%; with 50% employer match about $193,397 at 4% or $128,931 at 6%; with 100% employer match about $145,048 at 4% or $96,698 at 6%.
201316$1,103,247$97,439$16,240iApproximate average salary by contribution assumption: employee only about $405,996 at 4% or $270,664 at 6%; with 50% employer match about $270,664 at 4% or $180,443 at 6%; with 100% employer match about $202,998 at 4% or $135,332 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-6$1,103,247$97,439$16,240iApproximate average salary by contribution assumption: employee only about $405,996 at 4% or $270,664 at 6%; with 50% employer match about $270,664 at 4% or $180,443 at 6%; with 100% employer match about $202,998 at 4% or $135,332 at 6%.
201216$956,209$54,351$9,059iApproximate average salary by contribution assumption: employee only about $226,463 at 4% or $150,975 at 6%; with 50% employer match about $150,975 at 4% or $100,650 at 6%; with 100% employer match about $113,231 at 4% or $75,488 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-6$956,209$54,351$9,059iApproximate average salary by contribution assumption: employee only about $226,463 at 4% or $150,975 at 6%; with 50% employer match about $150,975 at 4% or $100,650 at 6%; with 100% employer match about $113,231 at 4% or $75,488 at 6%.
201117$871,118$52,101$7,443iApproximate average salary by contribution assumption: employee only about $186,075 at 4% or $124,050 at 6%; with 50% employer match about $124,050 at 4% or $82,700 at 6%; with 100% employer match about $93,038 at 4% or $62,025 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-7$871,118$52,101$7,443iApproximate average salary by contribution assumption: employee only about $186,075 at 4% or $124,050 at 6%; with 50% employer match about $124,050 at 4% or $82,700 at 6%; with 100% employer match about $93,038 at 4% or $62,025 at 6%.
201017$767,381$25,358$3,623iApproximate average salary by contribution assumption: employee only about $90,564 at 4% or $60,376 at 6%; with 50% employer match about $60,376 at 4% or $40,251 at 6%; with 100% employer match about $45,282 at 4% or $30,188 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-7$767,381$25,358$3,623iApproximate average salary by contribution assumption: employee only about $90,564 at 4% or $60,376 at 6%; with 50% employer match about $60,376 at 4% or $40,251 at 6%; with 100% employer match about $45,282 at 4% or $30,188 at 6%.
200916$767,603$63,426$10,571iApproximate average salary by contribution assumption: employee only about $264,275 at 4% or $176,183 at 6%; with 50% employer match about $176,183 at 4% or $117,456 at 6%; with 100% employer match about $132,138 at 4% or $88,092 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-6$767,603$63,426$10,571iApproximate average salary by contribution assumption: employee only about $264,275 at 4% or $176,183 at 6%; with 50% employer match about $176,183 at 4% or $117,456 at 6%; with 100% employer match about $132,138 at 4% or $88,092 at 6%.
200816$0$0-
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-6---
200716$0$0-
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-6---
200616$623,397$32,011$5,335iApproximate average salary by contribution assumption: employee only about $133,379 at 4% or $88,919 at 6%; with 50% employer match about $88,919 at 4% or $59,280 at 6%; with 100% employer match about $66,690 at 4% or $44,460 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-6$623,397$32,011$5,335iApproximate average salary by contribution assumption: employee only about $133,379 at 4% or $88,919 at 6%; with 50% employer match about $88,919 at 4% or $59,280 at 6%; with 100% employer match about $66,690 at 4% or $44,460 at 6%.
200515$562,939$27,232$5,446iApproximate average salary by contribution assumption: employee only about $136,160 at 4% or $90,773 at 6%; with 50% employer match about $90,773 at 4% or $60,516 at 6%; with 100% employer match about $68,080 at 4% or $45,387 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-5$562,939$27,232$5,446iApproximate average salary by contribution assumption: employee only about $136,160 at 4% or $90,773 at 6%; with 50% employer match about $90,773 at 4% or $60,516 at 6%; with 100% employer match about $68,080 at 4% or $45,387 at 6%.
200415$550,237$29,821$5,964iApproximate average salary by contribution assumption: employee only about $149,105 at 4% or $99,403 at 6%; with 50% employer match about $99,403 at 4% or $66,269 at 6%; with 100% employer match about $74,553 at 4% or $49,702 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-5$550,237$29,821$5,964iApproximate average salary by contribution assumption: employee only about $149,105 at 4% or $99,403 at 6%; with 50% employer match about $99,403 at 4% or $66,269 at 6%; with 100% employer match about $74,553 at 4% or $49,702 at 6%.
200317$0$0-
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-7---
200216$0$0-
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-6---
200116$0$0-
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-6---
200015$363,324$25,214$5,043iApproximate average salary by contribution assumption: employee only about $126,070 at 4% or $84,047 at 6%; with 50% employer match about $84,047 at 4% or $56,031 at 6%; with 100% employer match about $63,035 at 4% or $42,023 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-5$363,324$25,214$5,043iApproximate average salary by contribution assumption: employee only about $126,070 at 4% or $84,047 at 6%; with 50% employer match about $84,047 at 4% or $56,031 at 6%; with 100% employer match about $63,035 at 4% or $42,023 at 6%.
199915$410,158$27,539$5,508iApproximate average salary by contribution assumption: employee only about $137,695 at 4% or $91,797 at 6%; with 50% employer match about $91,797 at 4% or $61,198 at 6%; with 100% employer match about $68,848 at 4% or $45,898 at 6%.
Porter-Spears & Bundy Insurance Agency Inc. Profit Sharing Plan-5$410,158$27,539$5,508iApproximate average salary by contribution assumption: employee only about $137,695 at 4% or $91,797 at 6%; with 50% employer match about $91,797 at 4% or $61,198 at 6%; with 100% employer match about $68,848 at 4% or $45,898 at 6%.