Civic Intelligence

Lew D. Derrickson, General Agency

Plan context: Lew D. Derrickson, General Agency Profit Sharing/401K Plan

EIN 54-1080497 • Indianapolis, IN • 23 filings • 7 plans

C/O Lynne Swinford5799 Sunset LaneIndianapolis, IN 46228
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$221,959

2015 Contributions

$21,315

Historical Graphs

Total Assets Over Time

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

$547,317$273,659$0199920082014YearValue
$221,959Latest year 2014

Participants Over Time

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

22110199920092014YearValue
3Latest year 2014

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
201510$0$21,315-
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-0$0$21,315-
201413$221,959$23,404$7,801iApproximate average salary by contribution assumption: employee only about $195,033 at 4% or $130,022 at 6%; with 50% employer match about $130,022 at 4% or $86,681 at 6%; with 100% employer match about $97,517 at 4% or $65,011 at 6%.
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-3$221,959$23,404$7,801iApproximate average salary by contribution assumption: employee only about $195,033 at 4% or $130,022 at 6%; with 50% employer match about $130,022 at 4% or $86,681 at 6%; with 100% employer match about $97,517 at 4% or $65,011 at 6%.
201314$196,256$23,431$5,858iApproximate average salary by contribution assumption: employee only about $146,444 at 4% or $97,629 at 6%; with 50% employer match about $97,629 at 4% or $65,086 at 6%; with 100% employer match about $73,222 at 4% or $48,815 at 6%.
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-4$196,256$23,431$5,858iApproximate average salary by contribution assumption: employee only about $146,444 at 4% or $97,629 at 6%; with 50% employer match about $97,629 at 4% or $65,086 at 6%; with 100% employer match about $73,222 at 4% or $48,815 at 6%.
201214$170,645$22,942$5,736iApproximate average salary by contribution assumption: employee only about $143,388 at 4% or $95,592 at 6%; with 50% employer match about $95,592 at 4% or $63,728 at 6%; with 100% employer match about $71,694 at 4% or $47,796 at 6%.
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-4$170,645$22,942$5,736iApproximate average salary by contribution assumption: employee only about $143,388 at 4% or $95,592 at 6%; with 50% employer match about $95,592 at 4% or $63,728 at 6%; with 100% employer match about $71,694 at 4% or $47,796 at 6%.
2011222$547,317$123,384$5,608iApproximate average salary by contribution assumption: employee only about $140,209 at 4% or $93,473 at 6%; with 50% employer match about $93,473 at 4% or $62,315 at 6%; with 100% employer match about $70,105 at 4% or $46,736 at 6%.
DERRICKSON FINANCIAL 401K PLAN-22$401,960$100,907$4,587iApproximate average salary by contribution assumption: employee only about $114,667 at 4% or $76,445 at 6%; with 50% employer match about $76,445 at 4% or $50,963 at 6%; with 100% employer match about $57,334 at 4% or $38,222 at 6%.
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-4$145,357$22,477$5,619iApproximate average salary by contribution assumption: employee only about $140,481 at 4% or $93,654 at 6%; with 50% employer match about $93,654 at 4% or $62,436 at 6%; with 100% employer match about $70,241 at 4% or $46,827 at 6%.
2010211$438,304$76,794$6,981iApproximate average salary by contribution assumption: employee only about $174,532 at 4% or $116,355 at 6%; with 50% employer match about $116,355 at 4% or $77,570 at 6%; with 100% employer match about $87,266 at 4% or $58,177 at 6%.
DERRICKSON FINANCIAL 401K PLAN-11$317,685$56,152$5,105iApproximate average salary by contribution assumption: employee only about $127,618 at 4% or $85,079 at 6%; with 50% employer match about $85,079 at 4% or $56,719 at 6%; with 100% employer match about $63,809 at 4% or $42,539 at 6%.
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-4$120,619$20,642$5,161iApproximate average salary by contribution assumption: employee only about $129,013 at 4% or $86,008 at 6%; with 50% employer match about $86,008 at 4% or $57,339 at 6%; with 100% employer match about $64,506 at 4% or $43,004 at 6%.
2009211$327,455$77,317$7,029iApproximate average salary by contribution assumption: employee only about $175,720 at 4% or $117,147 at 6%; with 50% employer match about $117,147 at 4% or $78,098 at 6%; with 100% employer match about $87,860 at 4% or $58,573 at 6%.
DERRICKSON FINANCIAL 401K PLAN-11$228,090$54,578$4,962iApproximate average salary by contribution assumption: employee only about $124,041 at 4% or $82,694 at 6%; with 50% employer match about $82,694 at 4% or $55,129 at 6%; with 100% employer match about $62,020 at 4% or $41,347 at 6%.
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-4$99,365$22,739$5,685iApproximate average salary by contribution assumption: employee only about $142,119 at 4% or $94,746 at 6%; with 50% employer match about $94,746 at 4% or $63,164 at 6%; with 100% employer match about $71,059 at 4% or $47,373 at 6%.
2008210$208,410$70,077$7,008iApproximate average salary by contribution assumption: employee only about $175,193 at 4% or $116,795 at 6%; with 50% employer match about $116,795 at 4% or $77,863 at 6%; with 100% employer match about $87,596 at 4% or $58,398 at 6%.
DERRICKSON FINANCIAL 401K PLAN-10$131,361$48,744$4,874iApproximate average salary by contribution assumption: employee only about $121,860 at 4% or $81,240 at 6%; with 50% employer match about $81,240 at 4% or $54,160 at 6%; with 100% employer match about $60,930 at 4% or $40,620 at 6%.
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-3$77,049$21,333$7,111iApproximate average salary by contribution assumption: employee only about $177,775 at 4% or $118,517 at 6%; with 50% employer match about $118,517 at 4% or $79,011 at 6%; with 100% employer match about $88,888 at 4% or $59,258 at 6%.
2007211$244,558$81,555$7,414iApproximate average salary by contribution assumption: employee only about $185,352 at 4% or $123,568 at 6%; with 50% employer match about $123,568 at 4% or $82,379 at 6%; with 100% employer match about $92,676 at 4% or $61,784 at 6%.
DERRICKSON FINANCIAL 401K PLAN-11$146,487$45,961$4,178iApproximate average salary by contribution assumption: employee only about $104,457 at 4% or $69,638 at 6%; with 50% employer match about $69,638 at 4% or $46,425 at 6%; with 100% employer match about $52,228 at 4% or $34,819 at 6%.
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-3$98,071$35,594$11,865iApproximate average salary by contribution assumption: employee only about $296,617 at 4% or $197,744 at 6%; with 50% employer match about $197,744 at 4% or $131,830 at 6%; with 100% employer match about $148,308 at 4% or $98,872 at 6%.
200628$166,712$61,123$7,640iApproximate average salary by contribution assumption: employee only about $191,009 at 4% or $127,340 at 6%; with 50% employer match about $127,340 at 4% or $84,893 at 6%; with 100% employer match about $95,505 at 4% or $63,670 at 6%.
DERRICKSON FINANCIAL 401K PLAN-8$107,685$35,277$4,410iApproximate average salary by contribution assumption: employee only about $110,241 at 4% or $73,494 at 6%; with 50% employer match about $73,494 at 4% or $48,996 at 6%; with 100% employer match about $55,120 at 4% or $36,747 at 6%.
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-4$59,027$25,846$6,462iApproximate average salary by contribution assumption: employee only about $161,538 at 4% or $107,692 at 6%; with 50% employer match about $107,692 at 4% or $71,794 at 6%; with 100% employer match about $80,769 at 4% or $53,846 at 6%.
2005110$61,580$48,700$4,870iApproximate average salary by contribution assumption: employee only about $121,750 at 4% or $81,167 at 6%; with 50% employer match about $81,167 at 4% or $54,111 at 6%; with 100% employer match about $60,875 at 4% or $40,583 at 6%.
DERRICKSON FINANCIAL 401K PLAN-10$61,580$48,700$4,870iApproximate average salary by contribution assumption: employee only about $121,750 at 4% or $81,167 at 6%; with 50% employer match about $81,167 at 4% or $54,111 at 6%; with 100% employer match about $60,875 at 4% or $40,583 at 6%.
200310$0$0-
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-0---
200210$13,867$0-
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-0$13,867--
200110$0$0-
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-0---
2000216$414,669$29,125$1,820iApproximate average salary by contribution assumption: employee only about $45,508 at 4% or $30,339 at 6%; with 50% employer match about $30,339 at 4% or $20,226 at 6%; with 100% employer match about $22,754 at 4% or $15,169 at 6%.
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-10$405,454$19,283$1,928iApproximate average salary by contribution assumption: employee only about $48,208 at 4% or $32,138 at 6%; with 50% employer match about $32,138 at 4% or $21,426 at 6%; with 100% employer match about $24,104 at 4% or $16,069 at 6%.
INDEPENDENT BENEFIT ADMINISTRATORS, INC. THRIFT PLAN-16$9,215$9,842$615iApproximate average salary by contribution assumption: employee only about $15,378 at 4% or $10,252 at 6%; with 50% employer match about $10,252 at 4% or $6,835 at 6%; with 100% employer match about $7,689 at 4% or $5,126 at 6%.
199918$438,406$34,221$4,278iApproximate average salary by contribution assumption: employee only about $106,941 at 4% or $71,294 at 6%; with 50% employer match about $71,294 at 4% or $47,529 at 6%; with 100% employer match about $53,470 at 4% or $35,647 at 6%.
Lew D. Derrickson, General Agency Profit Sharing/401K Plan-8$438,406$34,221$4,278iApproximate average salary by contribution assumption: employee only about $106,941 at 4% or $71,294 at 6%; with 50% employer match about $71,294 at 4% or $47,529 at 6%; with 100% employer match about $53,470 at 4% or $35,647 at 6%.