Cundy Insurance Agency Inc.
Plan context: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO CUNDY, INC.
EIN 59-1089031 • 23 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
11
2020 Assets
$1,588,604
2020 Contributions
$79,367
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $79,367 | - |
| THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO CUNDY, INC. | - | 0 | - | $79,367 | - |
| 2019 | 1 | 11 | $1,588,604 | $76,166 | $6,924iApproximate average salary by contribution assumption: employee only about $173,105 at 4% or $115,403 at 6%; with 50% employer match about $115,403 at 4% or $76,935 at 6%; with 100% employer match about $86,552 at 4% or $57,702 at 6%. |
| THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO CUNDY, INC. | - | 11 | $1,588,604 | $76,166 | $6,924iApproximate average salary by contribution assumption: employee only about $173,105 at 4% or $115,403 at 6%; with 50% employer match about $115,403 at 4% or $76,935 at 6%; with 100% employer match about $86,552 at 4% or $57,702 at 6%. |
| 2018 | 1 | 11 | $1,359,617 | $48,978 | $4,453iApproximate average salary by contribution assumption: employee only about $111,314 at 4% or $74,209 at 6%; with 50% employer match about $74,209 at 4% or $49,473 at 6%; with 100% employer match about $55,657 at 4% or $37,105 at 6%. |
| THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO CUNDY, INC. | - | 11 | $1,359,617 | $48,978 | $4,453iApproximate average salary by contribution assumption: employee only about $111,314 at 4% or $74,209 at 6%; with 50% employer match about $74,209 at 4% or $49,473 at 6%; with 100% employer match about $55,657 at 4% or $37,105 at 6%. |
| 2017 | 2 | 16 | $1,421,874 | $48,508 | $3,032iApproximate average salary by contribution assumption: employee only about $75,794 at 4% or $50,529 at 6%; with 50% employer match about $50,529 at 4% or $33,686 at 6%; with 100% employer match about $37,897 at 4% or $25,265 at 6%. |
| THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO CUNDY, INC. | - | 16 | $1,421,874 | $45,495 | $2,843iApproximate average salary by contribution assumption: employee only about $71,086 at 4% or $47,391 at 6%; with 50% employer match about $47,391 at 4% or $31,594 at 6%; with 100% employer match about $35,543 at 4% or $23,695 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 0 | - | $3,013 | - |
| 2016 | 1 | 7 | $1,409,271 | $53,928 | $7,704iApproximate average salary by contribution assumption: employee only about $192,600 at 4% or $128,400 at 6%; with 50% employer match about $128,400 at 4% or $85,600 at 6%; with 100% employer match about $96,300 at 4% or $64,200 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 7 | $1,409,271 | $53,928 | $7,704iApproximate average salary by contribution assumption: employee only about $192,600 at 4% or $128,400 at 6%; with 50% employer match about $128,400 at 4% or $85,600 at 6%; with 100% employer match about $96,300 at 4% or $64,200 at 6%. |
| 2015 | 1 | 9 | $1,290,120 | $59,142 | $6,571iApproximate average salary by contribution assumption: employee only about $164,283 at 4% or $109,522 at 6%; with 50% employer match about $109,522 at 4% or $73,015 at 6%; with 100% employer match about $82,142 at 4% or $54,761 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 9 | $1,290,120 | $59,142 | $6,571iApproximate average salary by contribution assumption: employee only about $164,283 at 4% or $109,522 at 6%; with 50% employer match about $109,522 at 4% or $73,015 at 6%; with 100% employer match about $82,142 at 4% or $54,761 at 6%. |
| 2014 | 1 | 9 | $1,237,635 | $56,654 | $6,295iApproximate average salary by contribution assumption: employee only about $157,372 at 4% or $104,915 at 6%; with 50% employer match about $104,915 at 4% or $69,943 at 6%; with 100% employer match about $78,686 at 4% or $52,457 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 9 | $1,237,635 | $56,654 | $6,295iApproximate average salary by contribution assumption: employee only about $157,372 at 4% or $104,915 at 6%; with 50% employer match about $104,915 at 4% or $69,943 at 6%; with 100% employer match about $78,686 at 4% or $52,457 at 6%. |
| 2013 | 1 | 11 | $1,365,671 | $61,420 | $5,584iApproximate average salary by contribution assumption: employee only about $139,591 at 4% or $93,061 at 6%; with 50% employer match about $93,061 at 4% or $62,040 at 6%; with 100% employer match about $69,795 at 4% or $46,530 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 11 | $1,365,671 | $61,420 | $5,584iApproximate average salary by contribution assumption: employee only about $139,591 at 4% or $93,061 at 6%; with 50% employer match about $93,061 at 4% or $62,040 at 6%; with 100% employer match about $69,795 at 4% or $46,530 at 6%. |
| 2012 | 1 | 14 | $1,174,765 | $69,193 | $4,942iApproximate average salary by contribution assumption: employee only about $123,559 at 4% or $82,373 at 6%; with 50% employer match about $82,373 at 4% or $54,915 at 6%; with 100% employer match about $61,779 at 4% or $41,186 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 14 | $1,174,765 | $69,193 | $4,942iApproximate average salary by contribution assumption: employee only about $123,559 at 4% or $82,373 at 6%; with 50% employer match about $82,373 at 4% or $54,915 at 6%; with 100% employer match about $61,779 at 4% or $41,186 at 6%. |
| 2011 | 1 | 16 | $1,099,672 | $80,296 | $5,019iApproximate average salary by contribution assumption: employee only about $125,463 at 4% or $83,642 at 6%; with 50% employer match about $83,642 at 4% or $55,761 at 6%; with 100% employer match about $62,731 at 4% or $41,821 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 16 | $1,099,672 | $80,296 | $5,019iApproximate average salary by contribution assumption: employee only about $125,463 at 4% or $83,642 at 6%; with 50% employer match about $83,642 at 4% or $55,761 at 6%; with 100% employer match about $62,731 at 4% or $41,821 at 6%. |
| 2010 | 1 | 15 | $1,264,823 | $82,009 | $5,467iApproximate average salary by contribution assumption: employee only about $136,682 at 4% or $91,121 at 6%; with 50% employer match about $91,121 at 4% or $60,747 at 6%; with 100% employer match about $68,341 at 4% or $45,561 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 15 | $1,264,823 | $82,009 | $5,467iApproximate average salary by contribution assumption: employee only about $136,682 at 4% or $91,121 at 6%; with 50% employer match about $91,121 at 4% or $60,747 at 6%; with 100% employer match about $68,341 at 4% or $45,561 at 6%. |
| 2009 | 1 | 16 | $1,468,243 | $79,034 | $4,940iApproximate average salary by contribution assumption: employee only about $123,491 at 4% or $82,327 at 6%; with 50% employer match about $82,327 at 4% or $54,885 at 6%; with 100% employer match about $61,745 at 4% or $41,164 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 16 | $1,468,243 | $79,034 | $4,940iApproximate average salary by contribution assumption: employee only about $123,491 at 4% or $82,327 at 6%; with 50% employer match about $82,327 at 4% or $54,885 at 6%; with 100% employer match about $61,745 at 4% or $41,164 at 6%. |
| 2008 | 1 | 17 | $1,267,413 | $130,914 | $7,701iApproximate average salary by contribution assumption: employee only about $192,521 at 4% or $128,347 at 6%; with 50% employer match about $128,347 at 4% or $85,565 at 6%; with 100% employer match about $96,260 at 4% or $64,174 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 17 | $1,267,413 | $130,914 | $7,701iApproximate average salary by contribution assumption: employee only about $192,521 at 4% or $128,347 at 6%; with 50% employer match about $128,347 at 4% or $85,565 at 6%; with 100% employer match about $96,260 at 4% or $64,174 at 6%. |
| 2007 | 1 | 20 | $0 | $0 | - |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 20 | - | - | - |
| 2006 | 1 | 20 | $1,440,089 | $213,478 | $10,674iApproximate average salary by contribution assumption: employee only about $266,848 at 4% or $177,898 at 6%; with 50% employer match about $177,898 at 4% or $118,599 at 6%; with 100% employer match about $133,424 at 4% or $88,949 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 20 | $1,440,089 | $213,478 | $10,674iApproximate average salary by contribution assumption: employee only about $266,848 at 4% or $177,898 at 6%; with 50% employer match about $177,898 at 4% or $118,599 at 6%; with 100% employer match about $133,424 at 4% or $88,949 at 6%. |
| 2005 | 1 | 20 | $1,169,689 | $168,683 | $8,434iApproximate average salary by contribution assumption: employee only about $210,854 at 4% or $140,569 at 6%; with 50% employer match about $140,569 at 4% or $93,713 at 6%; with 100% employer match about $105,427 at 4% or $70,285 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 20 | $1,169,689 | $168,683 | $8,434iApproximate average salary by contribution assumption: employee only about $210,854 at 4% or $140,569 at 6%; with 50% employer match about $140,569 at 4% or $93,713 at 6%; with 100% employer match about $105,427 at 4% or $70,285 at 6%. |
| 2004 | 1 | 19 | $956,329 | $160,314 | $8,438iApproximate average salary by contribution assumption: employee only about $210,939 at 4% or $140,626 at 6%; with 50% employer match about $140,626 at 4% or $93,751 at 6%; with 100% employer match about $105,470 at 4% or $70,313 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 19 | $956,329 | $160,314 | $8,438iApproximate average salary by contribution assumption: employee only about $210,939 at 4% or $140,626 at 6%; with 50% employer match about $140,626 at 4% or $93,751 at 6%; with 100% employer match about $105,470 at 4% or $70,313 at 6%. |
| 2003 | 1 | 16 | $860,559 | $203,281 | $12,705iApproximate average salary by contribution assumption: employee only about $317,627 at 4% or $211,751 at 6%; with 50% employer match about $211,751 at 4% or $141,167 at 6%; with 100% employer match about $158,813 at 4% or $105,876 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 16 | $860,559 | $203,281 | $12,705iApproximate average salary by contribution assumption: employee only about $317,627 at 4% or $211,751 at 6%; with 50% employer match about $211,751 at 4% or $141,167 at 6%; with 100% employer match about $158,813 at 4% or $105,876 at 6%. |
| 2002 | 1 | 16 | $635,056 | $146,652 | $9,166iApproximate average salary by contribution assumption: employee only about $229,144 at 4% or $152,763 at 6%; with 50% employer match about $152,763 at 4% or $101,842 at 6%; with 100% employer match about $114,572 at 4% or $76,381 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 16 | $635,056 | $146,652 | $9,166iApproximate average salary by contribution assumption: employee only about $229,144 at 4% or $152,763 at 6%; with 50% employer match about $152,763 at 4% or $101,842 at 6%; with 100% employer match about $114,572 at 4% or $76,381 at 6%. |
| 2001 | 1 | 14 | $0 | $0 | - |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 14 | - | - | - |
| 2000 | 1 | 14 | $439,979 | $105,491 | $7,535iApproximate average salary by contribution assumption: employee only about $188,377 at 4% or $125,585 at 6%; with 50% employer match about $125,585 at 4% or $83,723 at 6%; with 100% employer match about $94,188 at 4% or $62,792 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 14 | $439,979 | $105,491 | $7,535iApproximate average salary by contribution assumption: employee only about $188,377 at 4% or $125,585 at 6%; with 50% employer match about $125,585 at 4% or $83,723 at 6%; with 100% employer match about $94,188 at 4% or $62,792 at 6%. |
| 1999 | 1 | 14 | $360,835 | $93,092 | $6,649iApproximate average salary by contribution assumption: employee only about $166,236 at 4% or $110,824 at 6%; with 50% employer match about $110,824 at 4% or $73,883 at 6%; with 100% employer match about $83,118 at 4% or $55,412 at 6%. |
| Cundy Insurance Agency Inc. 401K Employee Savings Plan | - | 14 | $360,835 | $93,092 | $6,649iApproximate average salary by contribution assumption: employee only about $166,236 at 4% or $110,824 at 6%; with 50% employer match about $110,824 at 4% or $73,883 at 6%; with 100% employer match about $83,118 at 4% or $55,412 at 6%. |