Civic Intelligence

The Insurance Exchange Inc.

Plan context: The Insurance Exchange Inc. Profit Sharing Plan

EIN 52-0850056 • Rockville, MD • 21 filings • 1 plans

9713 Key West AvenueSuite 401Rockville, MD 20850
Current Snapshot

Latest Year

2019

2019 Participants

61

2019 Assets

$7,989,012

2019 Contributions

$123,610

Historical Graphs

Total Assets Over Time

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

$11,575,757$5,787,879$0199920112018YearValue
$7,989,012Latest year 2018

Participants Over Time

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

67340199920092018YearValue
61Latest year 2018

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
201910$0$123,610-
The Insurance Exchange Inc. Profit Sharing Plan-0$0$123,610-
2018161$7,989,012$620,736$10,176iApproximate average salary by contribution assumption: employee only about $254,400 at 4% or $169,600 at 6%; with 50% employer match about $169,600 at 4% or $113,067 at 6%; with 100% employer match about $127,200 at 4% or $84,800 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-61$7,989,012$620,736$10,176iApproximate average salary by contribution assumption: employee only about $254,400 at 4% or $169,600 at 6%; with 50% employer match about $169,600 at 4% or $113,067 at 6%; with 100% employer match about $127,200 at 4% or $84,800 at 6%.
2017162$11,575,757$557,485$8,992iApproximate average salary by contribution assumption: employee only about $224,792 at 4% or $149,862 at 6%; with 50% employer match about $149,862 at 4% or $99,908 at 6%; with 100% employer match about $112,396 at 4% or $74,931 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-62$11,575,757$557,485$8,992iApproximate average salary by contribution assumption: employee only about $224,792 at 4% or $149,862 at 6%; with 50% employer match about $149,862 at 4% or $99,908 at 6%; with 100% employer match about $112,396 at 4% or $74,931 at 6%.
2016156$9,492,497$283,362$5,060iApproximate average salary by contribution assumption: employee only about $126,501 at 4% or $84,334 at 6%; with 50% employer match about $84,334 at 4% or $56,223 at 6%; with 100% employer match about $63,250 at 4% or $42,167 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-56$9,492,497$283,362$5,060iApproximate average salary by contribution assumption: employee only about $126,501 at 4% or $84,334 at 6%; with 50% employer match about $84,334 at 4% or $56,223 at 6%; with 100% employer match about $63,250 at 4% or $42,167 at 6%.
2015156$8,902,081$524,436$9,365iApproximate average salary by contribution assumption: employee only about $234,123 at 4% or $156,082 at 6%; with 50% employer match about $156,082 at 4% or $104,055 at 6%; with 100% employer match about $117,062 at 4% or $78,041 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-56$8,902,081$524,436$9,365iApproximate average salary by contribution assumption: employee only about $234,123 at 4% or $156,082 at 6%; with 50% employer match about $156,082 at 4% or $104,055 at 6%; with 100% employer match about $117,062 at 4% or $78,041 at 6%.
2014154$9,272,013$528,739$9,791iApproximate average salary by contribution assumption: employee only about $244,787 at 4% or $163,191 at 6%; with 50% employer match about $163,191 at 4% or $108,794 at 6%; with 100% employer match about $122,393 at 4% or $81,596 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-54$9,272,013$528,739$9,791iApproximate average salary by contribution assumption: employee only about $244,787 at 4% or $163,191 at 6%; with 50% employer match about $163,191 at 4% or $108,794 at 6%; with 100% employer match about $122,393 at 4% or $81,596 at 6%.
2013167$8,436,477$415,773$6,206iApproximate average salary by contribution assumption: employee only about $155,139 at 4% or $103,426 at 6%; with 50% employer match about $103,426 at 4% or $68,951 at 6%; with 100% employer match about $77,570 at 4% or $51,713 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-67$8,436,477$415,773$6,206iApproximate average salary by contribution assumption: employee only about $155,139 at 4% or $103,426 at 6%; with 50% employer match about $103,426 at 4% or $68,951 at 6%; with 100% employer match about $77,570 at 4% or $51,713 at 6%.
2012159$7,331,699$421,829$7,150iApproximate average salary by contribution assumption: employee only about $178,741 at 4% or $119,161 at 6%; with 50% employer match about $119,161 at 4% or $79,440 at 6%; with 100% employer match about $89,371 at 4% or $59,580 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-59$7,331,699$421,829$7,150iApproximate average salary by contribution assumption: employee only about $178,741 at 4% or $119,161 at 6%; with 50% employer match about $119,161 at 4% or $79,440 at 6%; with 100% employer match about $89,371 at 4% or $59,580 at 6%.
2011159$6,051,187$323,396$5,481iApproximate average salary by contribution assumption: employee only about $137,032 at 4% or $91,355 at 6%; with 50% employer match about $91,355 at 4% or $60,903 at 6%; with 100% employer match about $68,516 at 4% or $45,677 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-59$6,051,187$323,396$5,481iApproximate average salary by contribution assumption: employee only about $137,032 at 4% or $91,355 at 6%; with 50% employer match about $91,355 at 4% or $60,903 at 6%; with 100% employer match about $68,516 at 4% or $45,677 at 6%.
2010160$6,285,431$334,338$5,572iApproximate average salary by contribution assumption: employee only about $139,308 at 4% or $92,872 at 6%; with 50% employer match about $92,872 at 4% or $61,914 at 6%; with 100% employer match about $69,654 at 4% or $46,436 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-60$6,285,431$334,338$5,572iApproximate average salary by contribution assumption: employee only about $139,308 at 4% or $92,872 at 6%; with 50% employer match about $92,872 at 4% or $61,914 at 6%; with 100% employer match about $69,654 at 4% or $46,436 at 6%.
2009154$5,159,511$322,526$5,973iApproximate average salary by contribution assumption: employee only about $149,318 at 4% or $99,545 at 6%; with 50% employer match about $99,545 at 4% or $66,363 at 6%; with 100% employer match about $74,659 at 4% or $49,773 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-54$5,159,511$322,526$5,973iApproximate average salary by contribution assumption: employee only about $149,318 at 4% or $99,545 at 6%; with 50% employer match about $99,545 at 4% or $66,363 at 6%; with 100% employer match about $74,659 at 4% or $49,773 at 6%.
2008139$4,245,785$311,932$7,998iApproximate average salary by contribution assumption: employee only about $199,956 at 4% or $133,304 at 6%; with 50% employer match about $133,304 at 4% or $88,870 at 6%; with 100% employer match about $99,978 at 4% or $66,652 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-39$4,245,785$311,932$7,998iApproximate average salary by contribution assumption: employee only about $199,956 at 4% or $133,304 at 6%; with 50% employer match about $133,304 at 4% or $88,870 at 6%; with 100% employer match about $99,978 at 4% or $66,652 at 6%.
2007125$0$0-
The Insurance Exchange Inc. Profit Sharing Plan-25---
2006128$5,202,168$213,258$7,616iApproximate average salary by contribution assumption: employee only about $190,409 at 4% or $126,939 at 6%; with 50% employer match about $126,939 at 4% or $84,626 at 6%; with 100% employer match about $95,204 at 4% or $63,470 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-28$5,202,168$213,258$7,616iApproximate average salary by contribution assumption: employee only about $190,409 at 4% or $126,939 at 6%; with 50% employer match about $126,939 at 4% or $84,626 at 6%; with 100% employer match about $95,204 at 4% or $63,470 at 6%.
2005128$4,512,975$250,410$8,943iApproximate average salary by contribution assumption: employee only about $223,580 at 4% or $149,054 at 6%; with 50% employer match about $149,054 at 4% or $99,369 at 6%; with 100% employer match about $111,790 at 4% or $74,527 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-28$4,512,975$250,410$8,943iApproximate average salary by contribution assumption: employee only about $223,580 at 4% or $149,054 at 6%; with 50% employer match about $149,054 at 4% or $99,369 at 6%; with 100% employer match about $111,790 at 4% or $74,527 at 6%.
2004124$3,880,203$227,552$9,481iApproximate average salary by contribution assumption: employee only about $237,033 at 4% or $158,022 at 6%; with 50% employer match about $158,022 at 4% or $105,348 at 6%; with 100% employer match about $118,517 at 4% or $79,011 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-24$3,880,203$227,552$9,481iApproximate average salary by contribution assumption: employee only about $237,033 at 4% or $158,022 at 6%; with 50% employer match about $158,022 at 4% or $105,348 at 6%; with 100% employer match about $118,517 at 4% or $79,011 at 6%.
2003124$0$0-
The Insurance Exchange Inc. Profit Sharing Plan-24---
2002126$0$0-
The Insurance Exchange Inc. Profit Sharing Plan-26---
2001125$0$0-
The Insurance Exchange Inc. Profit Sharing Plan-25---
2000124$0$0-
The Insurance Exchange Inc. Profit Sharing Plan-24---
1999117$3,133,251$132,780$7,811iApproximate average salary by contribution assumption: employee only about $195,265 at 4% or $130,176 at 6%; with 50% employer match about $130,176 at 4% or $86,784 at 6%; with 100% employer match about $97,632 at 4% or $65,088 at 6%.
The Insurance Exchange Inc. Profit Sharing Plan-17$3,133,251$132,780$7,811iApproximate average salary by contribution assumption: employee only about $195,265 at 4% or $130,176 at 6%; with 50% employer match about $130,176 at 4% or $86,784 at 6%; with 100% employer match about $97,632 at 4% or $65,088 at 6%.