Roger Bouchard Ins Inc
Plan context: Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust
EIN 59-1117778 • Clearwater, FL • 49 filings • 21 plans
Current Snapshot
Latest Year
2019
2019 Participants
260
2019 Assets
$18,616,214
2019 Contributions
$6,028
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $6,028 | - |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 0 | - | $6,028 | - |
| 2018 | 2 | 260 | $18,616,214 | $1,696,480 | $6,525iApproximate average salary by contribution assumption: employee only about $163,123 at 4% or $108,749 at 6%; with 50% employer match about $108,749 at 4% or $72,499 at 6%; with 100% employer match about $81,562 at 4% or $54,374 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 260 | $18,616,214 | $1,696,480 | $6,525iApproximate average salary by contribution assumption: employee only about $163,123 at 4% or $108,749 at 6%; with 50% employer match about $108,749 at 4% or $72,499 at 6%; with 100% employer match about $81,562 at 4% or $54,374 at 6%. |
| Roger Bouchard Ins Flexible Benefits Plan | - | 254 | - | - | - |
| 2017 | 2 | 243 | $19,484,824 | $1,900,072 | $7,819iApproximate average salary by contribution assumption: employee only about $195,481 at 4% or $130,320 at 6%; with 50% employer match about $130,320 at 4% or $86,880 at 6%; with 100% employer match about $97,740 at 4% or $65,160 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 243 | $19,484,824 | $1,900,072 | $7,819iApproximate average salary by contribution assumption: employee only about $195,481 at 4% or $130,320 at 6%; with 50% employer match about $130,320 at 4% or $86,880 at 6%; with 100% employer match about $97,740 at 4% or $65,160 at 6%. |
| Roger Bouchard Ins Flexible Benefits Plan | - | 234 | - | - | - |
| 2016 | 2 | 241 | $15,212,992 | $1,599,430 | $6,637iApproximate average salary by contribution assumption: employee only about $165,916 at 4% or $110,611 at 6%; with 50% employer match about $110,611 at 4% or $73,740 at 6%; with 100% employer match about $82,958 at 4% or $55,305 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 241 | $15,212,992 | $1,599,430 | $6,637iApproximate average salary by contribution assumption: employee only about $165,916 at 4% or $110,611 at 6%; with 50% employer match about $110,611 at 4% or $73,740 at 6%; with 100% employer match about $82,958 at 4% or $55,305 at 6%. |
| Roger Bouchard Ins Flexible Benefits Plan | - | 209 | - | - | - |
| 2015 | 2 | 230 | $14,299,572 | $1,389,094 | $6,040iApproximate average salary by contribution assumption: employee only about $150,988 at 4% or $100,659 at 6%; with 50% employer match about $100,659 at 4% or $67,106 at 6%; with 100% employer match about $75,494 at 4% or $50,329 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 230 | $14,299,572 | $1,389,094 | $6,040iApproximate average salary by contribution assumption: employee only about $150,988 at 4% or $100,659 at 6%; with 50% employer match about $100,659 at 4% or $67,106 at 6%; with 100% employer match about $75,494 at 4% or $50,329 at 6%. |
| Roger Bouchard Ins Flexible Benefits Plan | - | 222 | - | - | - |
| 2014 | 2 | 210 | $13,624,573 | $1,387,961 | $6,609iApproximate average salary by contribution assumption: employee only about $165,233 at 4% or $110,156 at 6%; with 50% employer match about $110,156 at 4% or $73,437 at 6%; with 100% employer match about $82,617 at 4% or $55,078 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 210 | $13,624,573 | $1,387,961 | $6,609iApproximate average salary by contribution assumption: employee only about $165,233 at 4% or $110,156 at 6%; with 50% employer match about $110,156 at 4% or $73,437 at 6%; with 100% employer match about $82,617 at 4% or $55,078 at 6%. |
| Roger Bouchard Ins Flexible Benefits Plan | - | 199 | - | - | - |
| 2013 | 2 | 203 | $13,027,689 | $1,100,244 | $5,420iApproximate average salary by contribution assumption: employee only about $135,498 at 4% or $90,332 at 6%; with 50% employer match about $90,332 at 4% or $60,221 at 6%; with 100% employer match about $67,749 at 4% or $45,166 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 203 | $13,027,689 | $1,100,244 | $5,420iApproximate average salary by contribution assumption: employee only about $135,498 at 4% or $90,332 at 6%; with 50% employer match about $90,332 at 4% or $60,221 at 6%; with 100% employer match about $67,749 at 4% or $45,166 at 6%. |
| Roger Bouchard Ins Flexible Benefits Plan | - | 194 | - | - | - |
| 2012 | 2 | 193 | $12,095,974 | $1,050,055 | $5,441iApproximate average salary by contribution assumption: employee only about $136,017 at 4% or $90,678 at 6%; with 50% employer match about $90,678 at 4% or $60,452 at 6%; with 100% employer match about $68,009 at 4% or $45,339 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 193 | $12,095,974 | $1,050,055 | $5,441iApproximate average salary by contribution assumption: employee only about $136,017 at 4% or $90,678 at 6%; with 50% employer match about $90,678 at 4% or $60,452 at 6%; with 100% employer match about $68,009 at 4% or $45,339 at 6%. |
| Roger Bouchard Ins Flexible Benefits Plan | - | 185 | - | - | - |
| 2011 | 2 | 188 | $10,714,703 | $1,093,327 | $5,816iApproximate average salary by contribution assumption: employee only about $145,389 at 4% or $96,926 at 6%; with 50% employer match about $96,926 at 4% or $64,617 at 6%; with 100% employer match about $72,695 at 4% or $48,463 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 188 | $10,714,703 | $1,093,327 | $5,816iApproximate average salary by contribution assumption: employee only about $145,389 at 4% or $96,926 at 6%; with 50% employer match about $96,926 at 4% or $64,617 at 6%; with 100% employer match about $72,695 at 4% or $48,463 at 6%. |
| Roger Bouchard Ins Flexible Benefits Plan | - | 185 | - | - | - |
| 2010 | 4 | 195 | $11,180,739 | $1,087,491 | $5,577iApproximate average salary by contribution assumption: employee only about $139,422 at 4% or $92,948 at 6%; with 50% employer match about $92,948 at 4% or $61,965 at 6%; with 100% employer match about $69,711 at 4% or $46,474 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 195 | $11,180,739 | $1,087,491 | $5,577iApproximate average salary by contribution assumption: employee only about $139,422 at 4% or $92,948 at 6%; with 50% employer match about $92,948 at 4% or $61,965 at 6%; with 100% employer match about $69,711 at 4% or $46,474 at 6%. |
| Roger Bouchard Ins Flexible Benefits Plan | - | 175 | - | - | - |
| Roger Bouchard Insurance Inc Group Ltd Plan | - | 0 | - | - | - |
| Roger Bouchard Insurance Inc Group Short Term Disability Plan | - | 0 | - | - | - |
| 2009 | 5 | 203 | $10,045,813 | $1,133,468 | $5,584iApproximate average salary by contribution assumption: employee only about $139,590 at 4% or $93,060 at 6%; with 50% employer match about $93,060 at 4% or $62,040 at 6%; with 100% employer match about $69,795 at 4% or $46,530 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 203 | $10,045,813 | $1,133,468 | $5,584iApproximate average salary by contribution assumption: employee only about $139,590 at 4% or $93,060 at 6%; with 50% employer match about $93,060 at 4% or $62,040 at 6%; with 100% employer match about $69,795 at 4% or $46,530 at 6%. |
| Roger Bouchard Ins Flexible Benefits Plan | - | 185 | - | - | - |
| Roger Bouchard Insurance Inc Group Ltd Plan | - | 195 | - | - | - |
| Roger Bouchard Insurance Inc Group Short Term Disability Plan | - | 195 | - | - | - |
| Roger Bouchard Insurance Inc Group Ltd Plan | - | 195 | - | - | - |
| 2008 | 3 | 208 | $7,820,987 | $1,275,097 | $6,130iApproximate average salary by contribution assumption: employee only about $153,257 at 4% or $102,171 at 6%; with 50% employer match about $102,171 at 4% or $68,114 at 6%; with 100% employer match about $76,628 at 4% or $51,086 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 208 | $7,820,987 | $1,275,097 | $6,130iApproximate average salary by contribution assumption: employee only about $153,257 at 4% or $102,171 at 6%; with 50% employer match about $102,171 at 4% or $68,114 at 6%; with 100% employer match about $76,628 at 4% or $51,086 at 6%. |
| Roger Bouchard Insurance Inc Group Short Term Disability Plan | - | 203 | - | - | - |
| Roger Bouchard Insurance Inc Group Ltd Plan | - | 201 | - | - | - |
| 2007 | 3 | 213 | $10,529,514 | $1,407,441 | $6,608iApproximate average salary by contribution assumption: employee only about $165,193 at 4% or $110,128 at 6%; with 50% employer match about $110,128 at 4% or $73,419 at 6%; with 100% employer match about $82,596 at 4% or $55,064 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 213 | $10,529,514 | $1,407,441 | $6,608iApproximate average salary by contribution assumption: employee only about $165,193 at 4% or $110,128 at 6%; with 50% employer match about $110,128 at 4% or $73,419 at 6%; with 100% employer match about $82,596 at 4% or $55,064 at 6%. |
| Roger Bouchard Insurance Inc Group Ltd Plan | - | 207 | - | - | - |
| Roger Bouchard Insurance Inc Group Short Term Disability Plan | - | 207 | - | - | - |
| 2006 | 3 | 207 | $9,422,728 | $1,306,387 | $6,311iApproximate average salary by contribution assumption: employee only about $157,776 at 4% or $105,184 at 6%; with 50% employer match about $105,184 at 4% or $70,123 at 6%; with 100% employer match about $78,888 at 4% or $52,592 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 207 | $9,422,728 | $1,306,387 | $6,311iApproximate average salary by contribution assumption: employee only about $157,776 at 4% or $105,184 at 6%; with 50% employer match about $105,184 at 4% or $70,123 at 6%; with 100% employer match about $78,888 at 4% or $52,592 at 6%. |
| Roger Bouchard Insurance Inc Group Ltd Plan | - | 205 | - | - | - |
| Roger Bouchard Insurance Inc Group Short Term Disability Plan | - | 205 | - | - | - |
| 2005 | 3 | 208 | $8,141,119 | $1,278,117 | $6,145iApproximate average salary by contribution assumption: employee only about $153,620 at 4% or $102,413 at 6%; with 50% employer match about $102,413 at 4% or $68,275 at 6%; with 100% employer match about $76,810 at 4% or $51,207 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 208 | $8,141,119 | $1,278,117 | $6,145iApproximate average salary by contribution assumption: employee only about $153,620 at 4% or $102,413 at 6%; with 50% employer match about $102,413 at 4% or $68,275 at 6%; with 100% employer match about $76,810 at 4% or $51,207 at 6%. |
| Roger Bouchard Insurance Inc Group Short Term Disability Plan | - | 202 | - | - | - |
| Roger Bouchard Ins Flexible Benefits Plan | - | 130 | - | - | - |
| 2004 | 1 | 220 | $6,991,186 | $1,398,181 | $6,355iApproximate average salary by contribution assumption: employee only about $158,884 at 4% or $105,923 at 6%; with 50% employer match about $105,923 at 4% or $70,615 at 6%; with 100% employer match about $79,442 at 4% or $52,961 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 220 | $6,991,186 | $1,398,181 | $6,355iApproximate average salary by contribution assumption: employee only about $158,884 at 4% or $105,923 at 6%; with 50% employer match about $105,923 at 4% or $70,615 at 6%; with 100% employer match about $79,442 at 4% or $52,961 at 6%. |
| 2003 | 2 | 275 | $7,650,317 | $1,480,564 | $5,384iApproximate average salary by contribution assumption: employee only about $134,597 at 4% or $89,731 at 6%; with 50% employer match about $89,731 at 4% or $59,821 at 6%; with 100% employer match about $67,298 at 4% or $44,866 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 275 | $7,650,317 | $1,480,564 | $5,384iApproximate average salary by contribution assumption: employee only about $134,597 at 4% or $89,731 at 6%; with 50% employer match about $89,731 at 4% or $59,821 at 6%; with 100% employer match about $67,298 at 4% or $44,866 at 6%. |
| Onesource Group Inc. Savings Plan | - | 0 | - | - | - |
| 2002 | 2 | 230 | $5,859,145 | $1,157,379 | $5,032iApproximate average salary by contribution assumption: employee only about $125,802 at 4% or $83,868 at 6%; with 50% employer match about $83,868 at 4% or $55,912 at 6%; with 100% employer match about $62,901 at 4% or $41,934 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 230 | $5,859,145 | $1,157,379 | $5,032iApproximate average salary by contribution assumption: employee only about $125,802 at 4% or $83,868 at 6%; with 50% employer match about $83,868 at 4% or $55,912 at 6%; with 100% employer match about $62,901 at 4% or $41,934 at 6%. |
| Onesource Group Inc. Savings Plan | - | 0 | - | - | - |
| 2001 | 2 | 236 | $0 | $0 | - |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 236 | - | - | - |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 236 | - | - | - |
| 2000 | 2 | 75 | $0 | $0 | - |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 75 | - | - | - |
| Roger Bouchard Ins Flexible Benefits Plan | - | 0 | - | - | - |
| 1999 | 2 | 52 | $2,256,680 | $282,082 | $5,425iApproximate average salary by contribution assumption: employee only about $135,616 at 4% or $90,411 at 6%; with 50% employer match about $90,411 at 4% or $60,274 at 6%; with 100% employer match about $67,808 at 4% or $45,205 at 6%. |
| Roger Bouchard Insurance Inc. 401K Profit Sharing Plan and Trust | - | 52 | $2,256,680 | $282,082 | $5,425iApproximate average salary by contribution assumption: employee only about $135,616 at 4% or $90,411 at 6%; with 50% employer match about $90,411 at 4% or $60,274 at 6%; with 100% employer match about $67,808 at 4% or $45,205 at 6%. |
| Roger Bouchard Ins Flexible Benefits Plan | - | 0 | - | - | - |