Civic Intelligence

Heacock Insurance Agency Inc.

Plan context: Heacock Insurance Group Inc. Profit Sharing 401K Plan

EIN 59-1119588 • Sebring, FL • 22 filings • 3 plans

32313 Broadway St. Suite 101Sebring, FL 33870
Current Snapshot

Latest Year

2020

2020 Participants

39

2020 Assets

$3,117,290

2020 Contributions

$185,836

Historical Graphs

Total Assets Over Time

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

$3,117,290$1,558,645$0199920102020YearValue
$3,117,290Latest year 2020

Participants Over Time

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

75380199920102020YearValue
39Latest year 2020

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
2020139$3,117,290$185,836$4,765iApproximate average salary by contribution assumption: employee only about $119,126 at 4% or $79,417 at 6%; with 50% employer match about $79,417 at 4% or $52,945 at 6%; with 100% employer match about $59,563 at 4% or $39,709 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-39$3,117,290$185,836$4,765iApproximate average salary by contribution assumption: employee only about $119,126 at 4% or $79,417 at 6%; with 50% employer match about $79,417 at 4% or $52,945 at 6%; with 100% employer match about $59,563 at 4% or $39,709 at 6%.
2019145$2,841,559$157,345$3,497iApproximate average salary by contribution assumption: employee only about $87,414 at 4% or $58,276 at 6%; with 50% employer match about $58,276 at 4% or $38,851 at 6%; with 100% employer match about $43,707 at 4% or $29,138 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-45$2,841,559$157,345$3,497iApproximate average salary by contribution assumption: employee only about $87,414 at 4% or $58,276 at 6%; with 50% employer match about $58,276 at 4% or $38,851 at 6%; with 100% employer match about $43,707 at 4% or $29,138 at 6%.
2018147$2,291,371$152,680$3,249iApproximate average salary by contribution assumption: employee only about $81,213 at 4% or $54,142 at 6%; with 50% employer match about $54,142 at 4% or $36,095 at 6%; with 100% employer match about $40,606 at 4% or $27,071 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-47$2,291,371$152,680$3,249iApproximate average salary by contribution assumption: employee only about $81,213 at 4% or $54,142 at 6%; with 50% employer match about $54,142 at 4% or $36,095 at 6%; with 100% employer match about $40,606 at 4% or $27,071 at 6%.
2017147$2,368,978$133,949$2,850iApproximate average salary by contribution assumption: employee only about $71,249 at 4% or $47,500 at 6%; with 50% employer match about $47,500 at 4% or $31,666 at 6%; with 100% employer match about $35,625 at 4% or $23,750 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-47$2,368,978$133,949$2,850iApproximate average salary by contribution assumption: employee only about $71,249 at 4% or $47,500 at 6%; with 50% employer match about $47,500 at 4% or $31,666 at 6%; with 100% employer match about $35,625 at 4% or $23,750 at 6%.
2016150$2,434,772$167,306$3,346iApproximate average salary by contribution assumption: employee only about $83,653 at 4% or $55,769 at 6%; with 50% employer match about $55,769 at 4% or $37,179 at 6%; with 100% employer match about $41,827 at 4% or $27,884 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-50$2,434,772$167,306$3,346iApproximate average salary by contribution assumption: employee only about $83,653 at 4% or $55,769 at 6%; with 50% employer match about $55,769 at 4% or $37,179 at 6%; with 100% employer match about $41,827 at 4% or $27,884 at 6%.
2015157$2,389,817$277,896$4,875iApproximate average salary by contribution assumption: employee only about $121,884 at 4% or $81,256 at 6%; with 50% employer match about $81,256 at 4% or $54,171 at 6%; with 100% employer match about $60,942 at 4% or $40,628 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-57$2,389,817$277,896$4,875iApproximate average salary by contribution assumption: employee only about $121,884 at 4% or $81,256 at 6%; with 50% employer match about $81,256 at 4% or $54,171 at 6%; with 100% employer match about $60,942 at 4% or $40,628 at 6%.
2014153$2,492,967$137,406$2,593iApproximate average salary by contribution assumption: employee only about $64,814 at 4% or $43,209 at 6%; with 50% employer match about $43,209 at 4% or $28,806 at 6%; with 100% employer match about $32,407 at 4% or $21,605 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-53$2,492,967$137,406$2,593iApproximate average salary by contribution assumption: employee only about $64,814 at 4% or $43,209 at 6%; with 50% employer match about $43,209 at 4% or $28,806 at 6%; with 100% employer match about $32,407 at 4% or $21,605 at 6%.
2013146$2,378,233$114,413$2,487iApproximate average salary by contribution assumption: employee only about $62,181 at 4% or $41,454 at 6%; with 50% employer match about $41,454 at 4% or $27,636 at 6%; with 100% employer match about $31,090 at 4% or $20,727 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-46$2,378,233$114,413$2,487iApproximate average salary by contribution assumption: employee only about $62,181 at 4% or $41,454 at 6%; with 50% employer match about $41,454 at 4% or $27,636 at 6%; with 100% employer match about $31,090 at 4% or $20,727 at 6%.
2012152$2,004,425$120,954$2,326iApproximate average salary by contribution assumption: employee only about $58,151 at 4% or $38,767 at 6%; with 50% employer match about $38,767 at 4% or $25,845 at 6%; with 100% employer match about $29,075 at 4% or $19,384 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-52$2,004,425$120,954$2,326iApproximate average salary by contribution assumption: employee only about $58,151 at 4% or $38,767 at 6%; with 50% employer match about $38,767 at 4% or $25,845 at 6%; with 100% employer match about $29,075 at 4% or $19,384 at 6%.
2011171$2,102,843$189,209$2,665iApproximate average salary by contribution assumption: employee only about $66,623 at 4% or $44,415 at 6%; with 50% employer match about $44,415 at 4% or $29,610 at 6%; with 100% employer match about $33,311 at 4% or $22,208 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-71$2,102,843$189,209$2,665iApproximate average salary by contribution assumption: employee only about $66,623 at 4% or $44,415 at 6%; with 50% employer match about $44,415 at 4% or $29,610 at 6%; with 100% employer match about $33,311 at 4% or $22,208 at 6%.
2010163$2,087,352$182,698$2,900iApproximate average salary by contribution assumption: employee only about $72,499 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,250 at 4% or $24,166 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-63$2,087,352$182,698$2,900iApproximate average salary by contribution assumption: employee only about $72,499 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,250 at 4% or $24,166 at 6%.
2009175$1,827,422$210,546$2,807iApproximate average salary by contribution assumption: employee only about $70,182 at 4% or $46,788 at 6%; with 50% employer match about $46,788 at 4% or $31,192 at 6%; with 100% employer match about $35,091 at 4% or $23,394 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-75$1,827,422$210,546$2,807iApproximate average salary by contribution assumption: employee only about $70,182 at 4% or $46,788 at 6%; with 50% employer match about $46,788 at 4% or $31,192 at 6%; with 100% employer match about $35,091 at 4% or $23,394 at 6%.
2008175$1,278,540$224,998$3,000iApproximate average salary by contribution assumption: employee only about $74,999 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-75$1,278,540$224,998$3,000iApproximate average salary by contribution assumption: employee only about $74,999 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
2007169$0$0-
Heacock Insurance Group Inc. Profit Sharing 401K Plan-69---
2006165$1,301,257$248,661$3,826iApproximate average salary by contribution assumption: employee only about $95,639 at 4% or $63,759 at 6%; with 50% employer match about $63,759 at 4% or $42,506 at 6%; with 100% employer match about $47,819 at 4% or $31,880 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-65$1,301,257$248,661$3,826iApproximate average salary by contribution assumption: employee only about $95,639 at 4% or $63,759 at 6%; with 50% employer match about $63,759 at 4% or $42,506 at 6%; with 100% employer match about $47,819 at 4% or $31,880 at 6%.
2005158$1,079,009$186,112$3,209iApproximate average salary by contribution assumption: employee only about $80,221 at 4% or $53,480 at 6%; with 50% employer match about $53,480 at 4% or $35,654 at 6%; with 100% employer match about $40,110 at 4% or $26,740 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-58$1,079,009$186,112$3,209iApproximate average salary by contribution assumption: employee only about $80,221 at 4% or $53,480 at 6%; with 50% employer match about $53,480 at 4% or $35,654 at 6%; with 100% employer match about $40,110 at 4% or $26,740 at 6%.
2004152$839,738$132,695$2,552iApproximate average salary by contribution assumption: employee only about $63,796 at 4% or $42,530 at 6%; with 50% employer match about $42,530 at 4% or $28,354 at 6%; with 100% employer match about $31,898 at 4% or $21,265 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-52$839,738$132,695$2,552iApproximate average salary by contribution assumption: employee only about $63,796 at 4% or $42,530 at 6%; with 50% employer match about $42,530 at 4% or $28,354 at 6%; with 100% employer match about $31,898 at 4% or $21,265 at 6%.
2003151$662,325$81,866$1,605iApproximate average salary by contribution assumption: employee only about $40,130 at 4% or $26,754 at 6%; with 50% employer match about $26,754 at 4% or $17,836 at 6%; with 100% employer match about $20,065 at 4% or $13,377 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-51$662,325$81,866$1,605iApproximate average salary by contribution assumption: employee only about $40,130 at 4% or $26,754 at 6%; with 50% employer match about $26,754 at 4% or $17,836 at 6%; with 100% employer match about $20,065 at 4% or $13,377 at 6%.
2002152$525,448$55,455$1,066iApproximate average salary by contribution assumption: employee only about $26,661 at 4% or $17,774 at 6%; with 50% employer match about $17,774 at 4% or $11,849 at 6%; with 100% employer match about $13,331 at 4% or $8,887 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-52$525,448$55,455$1,066iApproximate average salary by contribution assumption: employee only about $26,661 at 4% or $17,774 at 6%; with 50% employer match about $17,774 at 4% or $11,849 at 6%; with 100% employer match about $13,331 at 4% or $8,887 at 6%.
2001138$542,166$59,680$1,571iApproximate average salary by contribution assumption: employee only about $39,263 at 4% or $26,175 at 6%; with 50% employer match about $26,175 at 4% or $17,450 at 6%; with 100% employer match about $19,632 at 4% or $13,088 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-38$542,166$59,680$1,571iApproximate average salary by contribution assumption: employee only about $39,263 at 4% or $26,175 at 6%; with 50% employer match about $26,175 at 4% or $17,450 at 6%; with 100% employer match about $19,632 at 4% or $13,088 at 6%.
2000136$594,012$45,580$1,266iApproximate average salary by contribution assumption: employee only about $31,653 at 4% or $21,102 at 6%; with 50% employer match about $21,102 at 4% or $14,068 at 6%; with 100% employer match about $15,826 at 4% or $10,551 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-36$594,012$45,580$1,266iApproximate average salary by contribution assumption: employee only about $31,653 at 4% or $21,102 at 6%; with 50% employer match about $21,102 at 4% or $14,068 at 6%; with 100% employer match about $15,826 at 4% or $10,551 at 6%.
1999131$661,004$21,066$680iApproximate average salary by contribution assumption: employee only about $16,989 at 4% or $11,326 at 6%; with 50% employer match about $11,326 at 4% or $7,551 at 6%; with 100% employer match about $8,494 at 4% or $5,663 at 6%.
Heacock Insurance Group Inc. Profit Sharing 401K Plan-31$661,004$21,066$680iApproximate average salary by contribution assumption: employee only about $16,989 at 4% or $11,326 at 6%; with 50% employer match about $11,326 at 4% or $7,551 at 6%; with 100% employer match about $8,494 at 4% or $5,663 at 6%.