Civic Intelligence

Jolles Insurance Inc.

Plan context: Jolles Insurance Inc. 401(K) Plan

EIN 52-1922384 • Ellicott City, MD • 15 filings • 3 plans

5052 Dorsey Hall Dr Ste 203Ellicott City, MD 21042-7798
Current Snapshot

Latest Year

2023

2023 Participants

11

2023 Assets

$1,512,938

2023 Contributions

$54,105

Historical Graphs

Total Assets Over Time

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

$2,021,911$1,010,956$0200920162022YearValue
$1,512,938Latest year 2022

Participants Over Time

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

1160200920162022YearValue
11Latest year 2022

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
202310$0$0-
Jolles Insurance Inc. 401(K) Plan-0$0--
2022111$1,512,938$54,105$4,919iApproximate average salary by contribution assumption: employee only about $122,966 at 4% or $81,977 at 6%; with 50% employer match about $81,977 at 4% or $54,652 at 6%; with 100% employer match about $61,483 at 4% or $40,989 at 6%.
Jolles Insurance Inc. 401(K) Plan-11$1,512,938$54,105$4,919iApproximate average salary by contribution assumption: employee only about $122,966 at 4% or $81,977 at 6%; with 50% employer match about $81,977 at 4% or $54,652 at 6%; with 100% employer match about $61,483 at 4% or $40,989 at 6%.
2021111$2,021,911$149,133$13,558iApproximate average salary by contribution assumption: employee only about $338,939 at 4% or $225,959 at 6%; with 50% employer match about $225,959 at 4% or $150,639 at 6%; with 100% employer match about $169,469 at 4% or $112,980 at 6%.
Jolles Insurance Inc. 401(K) Plan-11$2,021,911$149,133$13,558iApproximate average salary by contribution assumption: employee only about $338,939 at 4% or $225,959 at 6%; with 50% employer match about $225,959 at 4% or $150,639 at 6%; with 100% employer match about $169,469 at 4% or $112,980 at 6%.
2020110$1,647,213$138,876$13,888iApproximate average salary by contribution assumption: employee only about $347,190 at 4% or $231,460 at 6%; with 50% employer match about $231,460 at 4% or $154,307 at 6%; with 100% employer match about $173,595 at 4% or $115,730 at 6%.
Jolles Insurance Inc. 401(K) Plan-10$1,647,213$138,876$13,888iApproximate average salary by contribution assumption: employee only about $347,190 at 4% or $231,460 at 6%; with 50% employer match about $231,460 at 4% or $154,307 at 6%; with 100% employer match about $173,595 at 4% or $115,730 at 6%.
201918$1,272,042$133,243$16,655iApproximate average salary by contribution assumption: employee only about $416,384 at 4% or $277,590 at 6%; with 50% employer match about $277,590 at 4% or $185,060 at 6%; with 100% employer match about $208,192 at 4% or $138,795 at 6%.
Jolles Insurance Inc. 401(K) Plan-8$1,272,042$133,243$16,655iApproximate average salary by contribution assumption: employee only about $416,384 at 4% or $277,590 at 6%; with 50% employer match about $277,590 at 4% or $185,060 at 6%; with 100% employer match about $208,192 at 4% or $138,795 at 6%.
201817$919,772$95,923$13,703iApproximate average salary by contribution assumption: employee only about $342,582 at 4% or $228,388 at 6%; with 50% employer match about $228,388 at 4% or $152,259 at 6%; with 100% employer match about $171,291 at 4% or $114,194 at 6%.
Jolles Insurance Inc. 401(K) Plan-7$919,772$95,923$13,703iApproximate average salary by contribution assumption: employee only about $342,582 at 4% or $228,388 at 6%; with 50% employer match about $228,388 at 4% or $152,259 at 6%; with 100% employer match about $171,291 at 4% or $114,194 at 6%.
201718$934,850$88,401$11,050iApproximate average salary by contribution assumption: employee only about $276,253 at 4% or $184,169 at 6%; with 50% employer match about $184,169 at 4% or $122,779 at 6%; with 100% employer match about $138,127 at 4% or $92,084 at 6%.
Jolles Insurance Inc. 401(K) Plan-8$934,850$88,401$11,050iApproximate average salary by contribution assumption: employee only about $276,253 at 4% or $184,169 at 6%; with 50% employer match about $184,169 at 4% or $122,779 at 6%; with 100% employer match about $138,127 at 4% or $92,084 at 6%.
201618$720,495$93,322$11,665iApproximate average salary by contribution assumption: employee only about $291,631 at 4% or $194,421 at 6%; with 50% employer match about $194,421 at 4% or $129,614 at 6%; with 100% employer match about $145,816 at 4% or $97,210 at 6%.
Jolles Insurance Inc. 401(K) Plan-8$720,495$93,322$11,665iApproximate average salary by contribution assumption: employee only about $291,631 at 4% or $194,421 at 6%; with 50% employer match about $194,421 at 4% or $129,614 at 6%; with 100% employer match about $145,816 at 4% or $97,210 at 6%.
201519$620,814$104,057$11,562iApproximate average salary by contribution assumption: employee only about $289,047 at 4% or $192,698 at 6%; with 50% employer match about $192,698 at 4% or $128,465 at 6%; with 100% employer match about $144,524 at 4% or $96,349 at 6%.
Jolles Insurance Inc. 401(K) Plan-9$620,814$104,057$11,562iApproximate average salary by contribution assumption: employee only about $289,047 at 4% or $192,698 at 6%; with 50% employer match about $192,698 at 4% or $128,465 at 6%; with 100% employer match about $144,524 at 4% or $96,349 at 6%.
201419$529,137$100,003$11,111iApproximate average salary by contribution assumption: employee only about $277,786 at 4% or $185,191 at 6%; with 50% employer match about $185,191 at 4% or $123,460 at 6%; with 100% employer match about $138,893 at 4% or $92,595 at 6%.
Jolles Insurance Inc. 401(K) Plan-9$529,137$100,003$11,111iApproximate average salary by contribution assumption: employee only about $277,786 at 4% or $185,191 at 6%; with 50% employer match about $185,191 at 4% or $123,460 at 6%; with 100% employer match about $138,893 at 4% or $92,595 at 6%.
201319$401,412$86,802$9,645iApproximate average salary by contribution assumption: employee only about $241,117 at 4% or $160,744 at 6%; with 50% employer match about $160,744 at 4% or $107,163 at 6%; with 100% employer match about $120,558 at 4% or $80,372 at 6%.
Jolles Insurance Inc. 401(K) Plan-9$401,412$86,802$9,645iApproximate average salary by contribution assumption: employee only about $241,117 at 4% or $160,744 at 6%; with 50% employer match about $160,744 at 4% or $107,163 at 6%; with 100% employer match about $120,558 at 4% or $80,372 at 6%.
201218$269,649$75,671$9,459iApproximate average salary by contribution assumption: employee only about $236,472 at 4% or $157,648 at 6%; with 50% employer match about $157,648 at 4% or $105,099 at 6%; with 100% employer match about $118,236 at 4% or $78,824 at 6%.
Jolles Insurance Inc. 401(K) Plan-8$269,649$75,671$9,459iApproximate average salary by contribution assumption: employee only about $236,472 at 4% or $157,648 at 6%; with 50% employer match about $157,648 at 4% or $105,099 at 6%; with 100% employer match about $118,236 at 4% or $78,824 at 6%.
201119$166,384$69,300$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
Jolles Insurance Inc. 401(K) Plan-9$166,384$69,300$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
201017$107,001$59,022$8,432iApproximate average salary by contribution assumption: employee only about $210,793 at 4% or $140,529 at 6%; with 50% employer match about $140,529 at 4% or $93,686 at 6%; with 100% employer match about $105,396 at 4% or $70,264 at 6%.
Jolles Insurance Inc. 401(K) Plan-7$107,001$59,022$8,432iApproximate average salary by contribution assumption: employee only about $210,793 at 4% or $140,529 at 6%; with 50% employer match about $140,529 at 4% or $93,686 at 6%; with 100% employer match about $105,396 at 4% or $70,264 at 6%.
200917$45,857$42,003$6,000iApproximate average salary by contribution assumption: employee only about $150,011 at 4% or $100,007 at 6%; with 50% employer match about $100,007 at 4% or $66,671 at 6%; with 100% employer match about $75,005 at 4% or $50,004 at 6%.
Jolles Insurance Inc. 401(K) Plan-7$45,857$42,003$6,000iApproximate average salary by contribution assumption: employee only about $150,011 at 4% or $100,007 at 6%; with 50% employer match about $100,007 at 4% or $66,671 at 6%; with 100% employer match about $75,005 at 4% or $50,004 at 6%.