Poppell Insurance, Inc.
Plan context: Poppell Insurance Inc. 401(K) Profit Sharing Plan
EIN 59-1084821 • Plant City, FL • 28 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$5,151,093
2024 Contributions
$145,886
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $5,151,093 | $145,886 | $10,420iApproximate average salary by contribution assumption: employee only about $260,511 at 4% or $173,674 at 6%; with 50% employer match about $173,674 at 4% or $115,783 at 6%; with 100% employer match about $130,255 at 4% or $86,837 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 14 | $5,151,093 | $145,886 | $10,420iApproximate average salary by contribution assumption: employee only about $260,511 at 4% or $173,674 at 6%; with 50% employer match about $173,674 at 4% or $115,783 at 6%; with 100% employer match about $130,255 at 4% or $86,837 at 6%. |
| 2023 | 1 | 15 | $4,247,834 | $122,484 | $8,166iApproximate average salary by contribution assumption: employee only about $204,140 at 4% or $136,093 at 6%; with 50% employer match about $136,093 at 4% or $90,729 at 6%; with 100% employer match about $102,070 at 4% or $68,047 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 15 | $4,247,834 | $122,484 | $8,166iApproximate average salary by contribution assumption: employee only about $204,140 at 4% or $136,093 at 6%; with 50% employer match about $136,093 at 4% or $90,729 at 6%; with 100% employer match about $102,070 at 4% or $68,047 at 6%. |
| 2022 | 1 | 15 | $3,714,563 | $134,522 | $8,968iApproximate average salary by contribution assumption: employee only about $224,203 at 4% or $149,469 at 6%; with 50% employer match about $149,469 at 4% or $99,646 at 6%; with 100% employer match about $112,102 at 4% or $74,734 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 15 | $3,714,563 | $134,522 | $8,968iApproximate average salary by contribution assumption: employee only about $224,203 at 4% or $149,469 at 6%; with 50% employer match about $149,469 at 4% or $99,646 at 6%; with 100% employer match about $112,102 at 4% or $74,734 at 6%. |
| 2021 | 1 | 17 | $4,821,053 | $126,053 | $7,415iApproximate average salary by contribution assumption: employee only about $185,372 at 4% or $123,581 at 6%; with 50% employer match about $123,581 at 4% or $82,388 at 6%; with 100% employer match about $92,686 at 4% or $61,791 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 17 | $4,821,053 | $126,053 | $7,415iApproximate average salary by contribution assumption: employee only about $185,372 at 4% or $123,581 at 6%; with 50% employer match about $123,581 at 4% or $82,388 at 6%; with 100% employer match about $92,686 at 4% or $61,791 at 6%. |
| 2020 | 1 | 20 | $4,033,580 | $135,569 | $6,778iApproximate average salary by contribution assumption: employee only about $169,461 at 4% or $112,974 at 6%; with 50% employer match about $112,974 at 4% or $75,316 at 6%; with 100% employer match about $84,731 at 4% or $56,487 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 20 | $4,033,580 | $135,569 | $6,778iApproximate average salary by contribution assumption: employee only about $169,461 at 4% or $112,974 at 6%; with 50% employer match about $112,974 at 4% or $75,316 at 6%; with 100% employer match about $84,731 at 4% or $56,487 at 6%. |
| 2019 | 1 | 16 | $3,433,787 | $95,201 | $5,950iApproximate average salary by contribution assumption: employee only about $148,752 at 4% or $99,168 at 6%; with 50% employer match about $99,168 at 4% or $66,112 at 6%; with 100% employer match about $74,376 at 4% or $49,584 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 16 | $3,433,787 | $95,201 | $5,950iApproximate average salary by contribution assumption: employee only about $148,752 at 4% or $99,168 at 6%; with 50% employer match about $99,168 at 4% or $66,112 at 6%; with 100% employer match about $74,376 at 4% or $49,584 at 6%. |
| 2018 | 1 | 17 | $2,718,913 | $91,750 | $5,397iApproximate average salary by contribution assumption: employee only about $134,926 at 4% or $89,951 at 6%; with 50% employer match about $89,951 at 4% or $59,967 at 6%; with 100% employer match about $67,463 at 4% or $44,975 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 17 | $2,718,913 | $91,750 | $5,397iApproximate average salary by contribution assumption: employee only about $134,926 at 4% or $89,951 at 6%; with 50% employer match about $89,951 at 4% or $59,967 at 6%; with 100% employer match about $67,463 at 4% or $44,975 at 6%. |
| 2017 | 1 | 16 | $2,866,213 | $88,399 | $5,525iApproximate average salary by contribution assumption: employee only about $138,123 at 4% or $92,082 at 6%; with 50% employer match about $92,082 at 4% or $61,388 at 6%; with 100% employer match about $69,062 at 4% or $46,041 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 16 | $2,866,213 | $88,399 | $5,525iApproximate average salary by contribution assumption: employee only about $138,123 at 4% or $92,082 at 6%; with 50% employer match about $92,082 at 4% or $61,388 at 6%; with 100% employer match about $69,062 at 4% or $46,041 at 6%. |
| 2016 | 1 | 18 | $2,422,702 | $93,961 | $5,220iApproximate average salary by contribution assumption: employee only about $130,501 at 4% or $87,001 at 6%; with 50% employer match about $87,001 at 4% or $58,001 at 6%; with 100% employer match about $65,251 at 4% or $43,500 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 18 | $2,422,702 | $93,961 | $5,220iApproximate average salary by contribution assumption: employee only about $130,501 at 4% or $87,001 at 6%; with 50% employer match about $87,001 at 4% or $58,001 at 6%; with 100% employer match about $65,251 at 4% or $43,500 at 6%. |
| 2015 | 1 | 18 | $2,253,802 | $96,531 | $5,363iApproximate average salary by contribution assumption: employee only about $134,071 at 4% or $89,381 at 6%; with 50% employer match about $89,381 at 4% or $59,587 at 6%; with 100% employer match about $67,035 at 4% or $44,690 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 18 | $2,253,802 | $96,531 | $5,363iApproximate average salary by contribution assumption: employee only about $134,071 at 4% or $89,381 at 6%; with 50% employer match about $89,381 at 4% or $59,587 at 6%; with 100% employer match about $67,035 at 4% or $44,690 at 6%. |
| 2014 | 1 | 19 | $2,620,535 | $94,875 | $4,993iApproximate average salary by contribution assumption: employee only about $124,836 at 4% or $83,224 at 6%; with 50% employer match about $83,224 at 4% or $55,482 at 6%; with 100% employer match about $62,418 at 4% or $41,612 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 19 | $2,620,535 | $94,875 | $4,993iApproximate average salary by contribution assumption: employee only about $124,836 at 4% or $83,224 at 6%; with 50% employer match about $83,224 at 4% or $55,482 at 6%; with 100% employer match about $62,418 at 4% or $41,612 at 6%. |
| 2013 | 1 | 19 | $2,534,560 | $105,362 | $5,545iApproximate average salary by contribution assumption: employee only about $138,634 at 4% or $92,423 at 6%; with 50% employer match about $92,423 at 4% or $61,615 at 6%; with 100% employer match about $69,317 at 4% or $46,211 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 19 | $2,534,560 | $105,362 | $5,545iApproximate average salary by contribution assumption: employee only about $138,634 at 4% or $92,423 at 6%; with 50% employer match about $92,423 at 4% or $61,615 at 6%; with 100% employer match about $69,317 at 4% or $46,211 at 6%. |
| 2012 | 1 | 22 | $2,007,527 | $116,187 | $5,281iApproximate average salary by contribution assumption: employee only about $132,031 at 4% or $88,020 at 6%; with 50% employer match about $88,020 at 4% or $58,680 at 6%; with 100% employer match about $66,015 at 4% or $44,010 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 22 | $2,007,527 | $116,187 | $5,281iApproximate average salary by contribution assumption: employee only about $132,031 at 4% or $88,020 at 6%; with 50% employer match about $88,020 at 4% or $58,680 at 6%; with 100% employer match about $66,015 at 4% or $44,010 at 6%. |
| 2011 | 1 | 21 | $1,870,278 | $115,973 | $5,523iApproximate average salary by contribution assumption: employee only about $138,063 at 4% or $92,042 at 6%; with 50% employer match about $92,042 at 4% or $61,361 at 6%; with 100% employer match about $69,032 at 4% or $46,021 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 21 | $1,870,278 | $115,973 | $5,523iApproximate average salary by contribution assumption: employee only about $138,063 at 4% or $92,042 at 6%; with 50% employer match about $92,042 at 4% or $61,361 at 6%; with 100% employer match about $69,032 at 4% or $46,021 at 6%. |
| 2010 | 1 | 20 | $1,820,955 | $124,056 | $6,203iApproximate average salary by contribution assumption: employee only about $155,070 at 4% or $103,380 at 6%; with 50% employer match about $103,380 at 4% or $68,920 at 6%; with 100% employer match about $77,535 at 4% or $51,690 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 20 | $1,820,955 | $124,056 | $6,203iApproximate average salary by contribution assumption: employee only about $155,070 at 4% or $103,380 at 6%; with 50% employer match about $103,380 at 4% or $68,920 at 6%; with 100% employer match about $77,535 at 4% or $51,690 at 6%. |
| 2009 | 1 | 23 | $1,469,442 | $127,806 | $5,557iApproximate average salary by contribution assumption: employee only about $138,920 at 4% or $92,613 at 6%; with 50% employer match about $92,613 at 4% or $61,742 at 6%; with 100% employer match about $69,460 at 4% or $46,307 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 23 | $1,469,442 | $127,806 | $5,557iApproximate average salary by contribution assumption: employee only about $138,920 at 4% or $92,613 at 6%; with 50% employer match about $92,613 at 4% or $61,742 at 6%; with 100% employer match about $69,460 at 4% or $46,307 at 6%. |
| 2008 | 1 | 21 | $1,321,331 | $139,522 | $6,644iApproximate average salary by contribution assumption: employee only about $166,098 at 4% or $110,732 at 6%; with 50% employer match about $110,732 at 4% or $73,821 at 6%; with 100% employer match about $83,049 at 4% or $55,366 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 21 | $1,321,331 | $139,522 | $6,644iApproximate average salary by contribution assumption: employee only about $166,098 at 4% or $110,732 at 6%; with 50% employer match about $110,732 at 4% or $73,821 at 6%; with 100% employer match about $83,049 at 4% or $55,366 at 6%. |
| 2007 | 1 | 22 | $2,032,346 | $145,875 | $6,631iApproximate average salary by contribution assumption: employee only about $165,767 at 4% or $110,511 at 6%; with 50% employer match about $110,511 at 4% or $73,674 at 6%; with 100% employer match about $82,884 at 4% or $55,256 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 22 | $2,032,346 | $145,875 | $6,631iApproximate average salary by contribution assumption: employee only about $165,767 at 4% or $110,511 at 6%; with 50% employer match about $110,511 at 4% or $73,674 at 6%; with 100% employer match about $82,884 at 4% or $55,256 at 6%. |
| 2006 | 1 | 21 | $1,714,413 | $136,129 | $6,482iApproximate average salary by contribution assumption: employee only about $162,058 at 4% or $108,039 at 6%; with 50% employer match about $108,039 at 4% or $72,026 at 6%; with 100% employer match about $81,029 at 4% or $54,019 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 21 | $1,714,413 | $136,129 | $6,482iApproximate average salary by contribution assumption: employee only about $162,058 at 4% or $108,039 at 6%; with 50% employer match about $108,039 at 4% or $72,026 at 6%; with 100% employer match about $81,029 at 4% or $54,019 at 6%. |
| 2005 | 1 | 16 | $1,436,722 | $126,811 | $7,926iApproximate average salary by contribution assumption: employee only about $198,142 at 4% or $132,095 at 6%; with 50% employer match about $132,095 at 4% or $88,063 at 6%; with 100% employer match about $99,071 at 4% or $66,047 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 16 | $1,436,722 | $126,811 | $7,926iApproximate average salary by contribution assumption: employee only about $198,142 at 4% or $132,095 at 6%; with 50% employer match about $132,095 at 4% or $88,063 at 6%; with 100% employer match about $99,071 at 4% or $66,047 at 6%. |
| 2004 | 1 | 20 | $1,232,487 | $104,514 | $5,226iApproximate average salary by contribution assumption: employee only about $130,643 at 4% or $87,095 at 6%; with 50% employer match about $87,095 at 4% or $58,063 at 6%; with 100% employer match about $65,321 at 4% or $43,548 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 20 | $1,232,487 | $104,514 | $5,226iApproximate average salary by contribution assumption: employee only about $130,643 at 4% or $87,095 at 6%; with 50% employer match about $87,095 at 4% or $58,063 at 6%; with 100% employer match about $65,321 at 4% or $43,548 at 6%. |
| 2003 | 1 | 20 | $1,074,697 | $96,438 | $4,822iApproximate average salary by contribution assumption: employee only about $120,547 at 4% or $80,365 at 6%; with 50% employer match about $80,365 at 4% or $53,577 at 6%; with 100% employer match about $60,274 at 4% or $40,183 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 20 | $1,074,697 | $96,438 | $4,822iApproximate average salary by contribution assumption: employee only about $120,547 at 4% or $80,365 at 6%; with 50% employer match about $80,365 at 4% or $53,577 at 6%; with 100% employer match about $60,274 at 4% or $40,183 at 6%. |
| 2002 | 1 | 28 | $986,226 | $126,842 | $4,530iApproximate average salary by contribution assumption: employee only about $113,252 at 4% or $75,501 at 6%; with 50% employer match about $75,501 at 4% or $50,334 at 6%; with 100% employer match about $56,626 at 4% or $37,751 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 28 | $986,226 | $126,842 | $4,530iApproximate average salary by contribution assumption: employee only about $113,252 at 4% or $75,501 at 6%; with 50% employer match about $75,501 at 4% or $50,334 at 6%; with 100% employer match about $56,626 at 4% or $37,751 at 6%. |
| 2001 | 2 | 21 | $1,113,635 | $388,072 | $18,480iApproximate average salary by contribution assumption: employee only about $461,990 at 4% or $307,994 at 6%; with 50% employer match about $307,994 at 4% or $205,329 at 6%; with 100% employer match about $230,995 at 4% or $153,997 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 21 | $1,113,635 | $388,072 | $18,480iApproximate average salary by contribution assumption: employee only about $461,990 at 4% or $307,994 at 6%; with 50% employer match about $307,994 at 4% or $205,329 at 6%; with 100% employer match about $230,995 at 4% or $153,997 at 6%. |
| Poppell Insurance Inc. Defined Contribution Plan | - | 0 | - | - | - |
| 2000 | 1 | 17 | $311,726 | $0 | - |
| Poppell Insurance Inc. Defined Contribution Plan | - | 17 | $311,726 | - | - |
| 1999 | 2 | 18 | $1,943,522 | $110,795 | $6,155iApproximate average salary by contribution assumption: employee only about $153,882 at 4% or $102,588 at 6%; with 50% employer match about $102,588 at 4% or $68,392 at 6%; with 100% employer match about $76,941 at 4% or $51,294 at 6%. |
| Poppell Insurance Inc. 401(K) Profit Sharing Plan | - | 17 | $1,260,408 | $83,759 | $4,927iApproximate average salary by contribution assumption: employee only about $123,175 at 4% or $82,117 at 6%; with 50% employer match about $82,117 at 4% or $54,744 at 6%; with 100% employer match about $61,588 at 4% or $41,058 at 6%. |
| Poppell Insurance Inc. Defined Contribution Plan | - | 18 | $683,114 | $27,036 | $1,502iApproximate average salary by contribution assumption: employee only about $37,550 at 4% or $25,033 at 6%; with 50% employer match about $25,033 at 4% or $16,689 at 6%; with 100% employer match about $18,775 at 4% or $12,517 at 6%. |