Civic Intelligence

Charlottesville Insurance Agen

Plan context: Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust

EIN 54-1806558 • Lynchburg, VA • 14 filings • 4 plans

4925 Boonsboro Rd Pmb 304Lynchburg, VA 24503-2240
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$13,043

2020 Contributions

$72,035

Historical Graphs

Total Assets Over Time

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

$2,528,565$1,264,283$0200520122017YearValue
$13,043Latest year 2017

Participants Over Time

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

38190200520112017YearValue
2Latest year 2017

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
202010$0$0-
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-0$0$0-
201712$13,043$72,035$36,018iApproximate average salary by contribution assumption: employee only about $900,438 at 4% or $600,292 at 6%; with 50% employer match about $600,292 at 4% or $400,194 at 6%; with 100% employer match about $450,219 at 4% or $300,146 at 6%.
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-2$13,043$72,035$36,018iApproximate average salary by contribution assumption: employee only about $900,438 at 4% or $600,292 at 6%; with 50% employer match about $600,292 at 4% or $400,194 at 6%; with 100% employer match about $450,219 at 4% or $300,146 at 6%.
2016138$2,528,565$246,145$6,478iApproximate average salary by contribution assumption: employee only about $161,938 at 4% or $107,958 at 6%; with 50% employer match about $107,958 at 4% or $71,972 at 6%; with 100% employer match about $80,969 at 4% or $53,979 at 6%.
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-38$2,528,565$246,145$6,478iApproximate average salary by contribution assumption: employee only about $161,938 at 4% or $107,958 at 6%; with 50% employer match about $107,958 at 4% or $71,972 at 6%; with 100% employer match about $80,969 at 4% or $53,979 at 6%.
2015135$2,133,175$256,650$7,333iApproximate average salary by contribution assumption: employee only about $183,321 at 4% or $122,214 at 6%; with 50% employer match about $122,214 at 4% or $81,476 at 6%; with 100% employer match about $91,661 at 4% or $61,107 at 6%.
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-35$2,133,175$256,650$7,333iApproximate average salary by contribution assumption: employee only about $183,321 at 4% or $122,214 at 6%; with 50% employer match about $122,214 at 4% or $81,476 at 6%; with 100% employer match about $91,661 at 4% or $61,107 at 6%.
2014133$1,950,269$215,514$6,531iApproximate average salary by contribution assumption: employee only about $163,268 at 4% or $108,845 at 6%; with 50% employer match about $108,845 at 4% or $72,564 at 6%; with 100% employer match about $81,634 at 4% or $54,423 at 6%.
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-33$1,950,269$215,514$6,531iApproximate average salary by contribution assumption: employee only about $163,268 at 4% or $108,845 at 6%; with 50% employer match about $108,845 at 4% or $72,564 at 6%; with 100% employer match about $81,634 at 4% or $54,423 at 6%.
2013132$1,701,407$207,348$6,480iApproximate average salary by contribution assumption: employee only about $161,991 at 4% or $107,994 at 6%; with 50% employer match about $107,994 at 4% or $71,996 at 6%; with 100% employer match about $80,995 at 4% or $53,997 at 6%.
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-32$1,701,407$207,348$6,480iApproximate average salary by contribution assumption: employee only about $161,991 at 4% or $107,994 at 6%; with 50% employer match about $107,994 at 4% or $71,996 at 6%; with 100% employer match about $80,995 at 4% or $53,997 at 6%.
2012132$1,278,001$177,659$5,552iApproximate average salary by contribution assumption: employee only about $138,796 at 4% or $92,531 at 6%; with 50% employer match about $92,531 at 4% or $61,687 at 6%; with 100% employer match about $69,398 at 4% or $46,265 at 6%.
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-32$1,278,001$177,659$5,552iApproximate average salary by contribution assumption: employee only about $138,796 at 4% or $92,531 at 6%; with 50% employer match about $92,531 at 4% or $61,687 at 6%; with 100% employer match about $69,398 at 4% or $46,265 at 6%.
2011132$1,029,303$58,487$1,828iApproximate average salary by contribution assumption: employee only about $45,693 at 4% or $30,462 at 6%; with 50% employer match about $30,462 at 4% or $20,308 at 6%; with 100% employer match about $22,846 at 4% or $15,231 at 6%.
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-32$1,029,303$58,487$1,828iApproximate average salary by contribution assumption: employee only about $45,693 at 4% or $30,462 at 6%; with 50% employer match about $30,462 at 4% or $20,308 at 6%; with 100% employer match about $22,846 at 4% or $15,231 at 6%.
2010125$1,004,115$138,822$5,553iApproximate average salary by contribution assumption: employee only about $138,822 at 4% or $92,548 at 6%; with 50% employer match about $92,548 at 4% or $61,699 at 6%; with 100% employer match about $69,411 at 4% or $46,274 at 6%.
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-25$1,004,115$138,822$5,553iApproximate average salary by contribution assumption: employee only about $138,822 at 4% or $92,548 at 6%; with 50% employer match about $92,548 at 4% or $61,699 at 6%; with 100% employer match about $69,411 at 4% or $46,274 at 6%.
2009124$781,803$134,107$5,588iApproximate average salary by contribution assumption: employee only about $139,695 at 4% or $93,130 at 6%; with 50% employer match about $93,130 at 4% or $62,087 at 6%; with 100% employer match about $69,847 at 4% or $46,565 at 6%.
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-24$781,803$134,107$5,588iApproximate average salary by contribution assumption: employee only about $139,695 at 4% or $93,130 at 6%; with 50% employer match about $93,130 at 4% or $62,087 at 6%; with 100% employer match about $69,847 at 4% or $46,565 at 6%.
2008127$0$0-
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-27---
2007120$0$0-
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-20---
2006123$467,014$120,584$5,243iApproximate average salary by contribution assumption: employee only about $131,070 at 4% or $87,380 at 6%; with 50% employer match about $87,380 at 4% or $58,253 at 6%; with 100% employer match about $65,535 at 4% or $43,690 at 6%.
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-23$467,014$120,584$5,243iApproximate average salary by contribution assumption: employee only about $131,070 at 4% or $87,380 at 6%; with 50% employer match about $87,380 at 4% or $58,253 at 6%; with 100% employer match about $65,535 at 4% or $43,690 at 6%.
2005120$295,140$272,830$13,642iApproximate average salary by contribution assumption: employee only about $341,038 at 4% or $227,358 at 6%; with 50% employer match about $227,358 at 4% or $151,572 at 6%; with 100% employer match about $170,519 at 4% or $113,679 at 6%.
Charlottesville Insurance Agen 401 K Profit Sharing Plan Trust-20$295,140$272,830$13,642iApproximate average salary by contribution assumption: employee only about $341,038 at 4% or $227,358 at 6%; with 50% employer match about $227,358 at 4% or $151,572 at 6%; with 100% employer match about $170,519 at 4% or $113,679 at 6%.