Civic Intelligence

Combined Insurance Services

Plan context: Bob'S Plan 401(K) Profit Sharing Plan

EIN 59-1364026 • Ocala, FL • 25 filings • 7 plans

814 E Silver Springs BlvdSte HOcala, FL 34470-6764
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$204,857

2024 Contributions

$300

Historical Graphs

Total Assets Over Time

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

$637,286$318,643$0200020122024YearValue
$204,857Latest year 2024

Participants Over Time

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

1890200020122024YearValue
6Latest year 2024

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
202416$204,857$300$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-6$204,857$300$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
202315$181,482$650$130iApproximate average salary by contribution assumption: employee only about $3,250 at 4% or $2,167 at 6%; with 50% employer match about $2,167 at 4% or $1,444 at 6%; with 100% employer match about $1,625 at 4% or $1,083 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-5$181,482$650$130iApproximate average salary by contribution assumption: employee only about $3,250 at 4% or $2,167 at 6%; with 50% employer match about $2,167 at 4% or $1,444 at 6%; with 100% employer match about $1,625 at 4% or $1,083 at 6%.
202216$156,644$49,039$8,173iApproximate average salary by contribution assumption: employee only about $204,329 at 4% or $136,219 at 6%; with 50% employer match about $136,219 at 4% or $90,813 at 6%; with 100% employer match about $102,165 at 4% or $68,110 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-6$156,644$49,039$8,173iApproximate average salary by contribution assumption: employee only about $204,329 at 4% or $136,219 at 6%; with 50% employer match about $136,219 at 4% or $90,813 at 6%; with 100% employer match about $102,165 at 4% or $68,110 at 6%.
202116$159,856$1,110$185iApproximate average salary by contribution assumption: employee only about $4,625 at 4% or $3,083 at 6%; with 50% employer match about $3,083 at 4% or $2,056 at 6%; with 100% employer match about $2,313 at 4% or $1,542 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-6$159,856$1,110$185iApproximate average salary by contribution assumption: employee only about $4,625 at 4% or $3,083 at 6%; with 50% employer match about $3,083 at 4% or $2,056 at 6%; with 100% employer match about $2,313 at 4% or $1,542 at 6%.
2020110$263,298$6,358$636iApproximate average salary by contribution assumption: employee only about $15,895 at 4% or $10,597 at 6%; with 50% employer match about $10,597 at 4% or $7,064 at 6%; with 100% employer match about $7,947 at 4% or $5,298 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-10$263,298$6,358$636iApproximate average salary by contribution assumption: employee only about $15,895 at 4% or $10,597 at 6%; with 50% employer match about $10,597 at 4% or $7,064 at 6%; with 100% employer match about $7,947 at 4% or $5,298 at 6%.
2019112$637,286$8,882$740iApproximate average salary by contribution assumption: employee only about $18,504 at 4% or $12,336 at 6%; with 50% employer match about $12,336 at 4% or $8,224 at 6%; with 100% employer match about $9,252 at 4% or $6,168 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-12$637,286$8,882$740iApproximate average salary by contribution assumption: employee only about $18,504 at 4% or $12,336 at 6%; with 50% employer match about $12,336 at 4% or $8,224 at 6%; with 100% employer match about $9,252 at 4% or $6,168 at 6%.
2018113$527,555$12,160$935iApproximate average salary by contribution assumption: employee only about $23,385 at 4% or $15,590 at 6%; with 50% employer match about $15,590 at 4% or $10,393 at 6%; with 100% employer match about $11,692 at 4% or $7,795 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-13$527,555$12,160$935iApproximate average salary by contribution assumption: employee only about $23,385 at 4% or $15,590 at 6%; with 50% employer match about $15,590 at 4% or $10,393 at 6%; with 100% employer match about $11,692 at 4% or $7,795 at 6%.
2017113$601,023$16,644$1,280iApproximate average salary by contribution assumption: employee only about $32,008 at 4% or $21,338 at 6%; with 50% employer match about $21,338 at 4% or $14,226 at 6%; with 100% employer match about $16,004 at 4% or $10,669 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-13$601,023$16,644$1,280iApproximate average salary by contribution assumption: employee only about $32,008 at 4% or $21,338 at 6%; with 50% employer match about $21,338 at 4% or $14,226 at 6%; with 100% employer match about $16,004 at 4% or $10,669 at 6%.
2016114$507,204$9,104$650iApproximate average salary by contribution assumption: employee only about $16,257 at 4% or $10,838 at 6%; with 50% employer match about $10,838 at 4% or $7,225 at 6%; with 100% employer match about $8,129 at 4% or $5,419 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-14$507,204$9,104$650iApproximate average salary by contribution assumption: employee only about $16,257 at 4% or $10,838 at 6%; with 50% employer match about $10,838 at 4% or $7,225 at 6%; with 100% employer match about $8,129 at 4% or $5,419 at 6%.
2015115$465,963$5,487$366iApproximate average salary by contribution assumption: employee only about $9,145 at 4% or $6,097 at 6%; with 50% employer match about $6,097 at 4% or $4,064 at 6%; with 100% employer match about $4,573 at 4% or $3,048 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-15$465,963$5,487$366iApproximate average salary by contribution assumption: employee only about $9,145 at 4% or $6,097 at 6%; with 50% employer match about $6,097 at 4% or $4,064 at 6%; with 100% employer match about $4,573 at 4% or $3,048 at 6%.
2014115$476,465$8,798$587iApproximate average salary by contribution assumption: employee only about $14,663 at 4% or $9,776 at 6%; with 50% employer match about $9,776 at 4% or $6,517 at 6%; with 100% employer match about $7,332 at 4% or $4,888 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-15$476,465$8,798$587iApproximate average salary by contribution assumption: employee only about $14,663 at 4% or $9,776 at 6%; with 50% employer match about $9,776 at 4% or $6,517 at 6%; with 100% employer match about $7,332 at 4% or $4,888 at 6%.
2013114$454,033$4,713$337iApproximate average salary by contribution assumption: employee only about $8,416 at 4% or $5,611 at 6%; with 50% employer match about $5,611 at 4% or $3,740 at 6%; with 100% employer match about $4,208 at 4% or $2,805 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-14$454,033$4,713$337iApproximate average salary by contribution assumption: employee only about $8,416 at 4% or $5,611 at 6%; with 50% employer match about $5,611 at 4% or $3,740 at 6%; with 100% employer match about $4,208 at 4% or $2,805 at 6%.
2012114$379,403$3,923$280iApproximate average salary by contribution assumption: employee only about $7,005 at 4% or $4,670 at 6%; with 50% employer match about $4,670 at 4% or $3,113 at 6%; with 100% employer match about $3,503 at 4% or $2,335 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-14$379,403$3,923$280iApproximate average salary by contribution assumption: employee only about $7,005 at 4% or $4,670 at 6%; with 50% employer match about $4,670 at 4% or $3,113 at 6%; with 100% employer match about $3,503 at 4% or $2,335 at 6%.
2011115$362,394$3,759$251iApproximate average salary by contribution assumption: employee only about $6,265 at 4% or $4,177 at 6%; with 50% employer match about $4,177 at 4% or $2,784 at 6%; with 100% employer match about $3,133 at 4% or $2,088 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-15$362,394$3,759$251iApproximate average salary by contribution assumption: employee only about $6,265 at 4% or $4,177 at 6%; with 50% employer match about $4,177 at 4% or $2,784 at 6%; with 100% employer match about $3,133 at 4% or $2,088 at 6%.
2010115$363,388$117,665$7,844iApproximate average salary by contribution assumption: employee only about $196,108 at 4% or $130,739 at 6%; with 50% employer match about $130,739 at 4% or $87,159 at 6%; with 100% employer match about $98,054 at 4% or $65,369 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-15$363,388$117,665$7,844iApproximate average salary by contribution assumption: employee only about $196,108 at 4% or $130,739 at 6%; with 50% employer match about $130,739 at 4% or $87,159 at 6%; with 100% employer match about $98,054 at 4% or $65,369 at 6%.
2009118$437,930$26,376$1,465iApproximate average salary by contribution assumption: employee only about $36,633 at 4% or $24,422 at 6%; with 50% employer match about $24,422 at 4% or $16,281 at 6%; with 100% employer match about $18,317 at 4% or $12,211 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-18$437,930$26,376$1,465iApproximate average salary by contribution assumption: employee only about $36,633 at 4% or $24,422 at 6%; with 50% employer match about $24,422 at 4% or $16,281 at 6%; with 100% employer match about $18,317 at 4% or $12,211 at 6%.
2008113$397,297$65,035$5,003iApproximate average salary by contribution assumption: employee only about $125,067 at 4% or $83,378 at 6%; with 50% employer match about $83,378 at 4% or $55,585 at 6%; with 100% employer match about $62,534 at 4% or $41,689 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-13$397,297$65,035$5,003iApproximate average salary by contribution assumption: employee only about $125,067 at 4% or $83,378 at 6%; with 50% employer match about $83,378 at 4% or $55,585 at 6%; with 100% employer match about $62,534 at 4% or $41,689 at 6%.
2007111$542,406$67,364$6,124iApproximate average salary by contribution assumption: employee only about $153,100 at 4% or $102,067 at 6%; with 50% employer match about $102,067 at 4% or $68,044 at 6%; with 100% employer match about $76,550 at 4% or $51,033 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-11$542,406$67,364$6,124iApproximate average salary by contribution assumption: employee only about $153,100 at 4% or $102,067 at 6%; with 50% employer match about $102,067 at 4% or $68,044 at 6%; with 100% employer match about $76,550 at 4% or $51,033 at 6%.
2006110$513,810$67,930$6,793iApproximate average salary by contribution assumption: employee only about $169,825 at 4% or $113,217 at 6%; with 50% employer match about $113,217 at 4% or $75,478 at 6%; with 100% employer match about $84,913 at 4% or $56,608 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-10$513,810$67,930$6,793iApproximate average salary by contribution assumption: employee only about $169,825 at 4% or $113,217 at 6%; with 50% employer match about $113,217 at 4% or $75,478 at 6%; with 100% employer match about $84,913 at 4% or $56,608 at 6%.
200519$392,158$67,323$7,480iApproximate average salary by contribution assumption: employee only about $187,008 at 4% or $124,672 at 6%; with 50% employer match about $124,672 at 4% or $83,115 at 6%; with 100% employer match about $93,504 at 4% or $62,336 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-9$392,158$67,323$7,480iApproximate average salary by contribution assumption: employee only about $187,008 at 4% or $124,672 at 6%; with 50% employer match about $124,672 at 4% or $83,115 at 6%; with 100% employer match about $93,504 at 4% or $62,336 at 6%.
200418$313,012$53,865$6,733iApproximate average salary by contribution assumption: employee only about $168,328 at 4% or $112,219 at 6%; with 50% employer match about $112,219 at 4% or $74,813 at 6%; with 100% employer match about $84,164 at 4% or $56,109 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-8$313,012$53,865$6,733iApproximate average salary by contribution assumption: employee only about $168,328 at 4% or $112,219 at 6%; with 50% employer match about $112,219 at 4% or $74,813 at 6%; with 100% employer match about $84,164 at 4% or $56,109 at 6%.
200317$234,401$49,153$7,022iApproximate average salary by contribution assumption: employee only about $175,546 at 4% or $117,031 at 6%; with 50% employer match about $117,031 at 4% or $78,021 at 6%; with 100% employer match about $87,773 at 4% or $58,515 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-7$234,401$49,153$7,022iApproximate average salary by contribution assumption: employee only about $175,546 at 4% or $117,031 at 6%; with 50% employer match about $117,031 at 4% or $78,021 at 6%; with 100% employer match about $87,773 at 4% or $58,515 at 6%.
200216$140,534$44,652$7,442iApproximate average salary by contribution assumption: employee only about $186,050 at 4% or $124,033 at 6%; with 50% employer match about $124,033 at 4% or $82,689 at 6%; with 100% employer match about $93,025 at 4% or $62,017 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-6$140,534$44,652$7,442iApproximate average salary by contribution assumption: employee only about $186,050 at 4% or $124,033 at 6%; with 50% employer match about $124,033 at 4% or $82,689 at 6%; with 100% employer match about $93,025 at 4% or $62,017 at 6%.
200117$187,111$39,602$5,657iApproximate average salary by contribution assumption: employee only about $141,436 at 4% or $94,290 at 6%; with 50% employer match about $94,290 at 4% or $62,860 at 6%; with 100% employer match about $70,718 at 4% or $47,145 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-7$187,111$39,602$5,657iApproximate average salary by contribution assumption: employee only about $141,436 at 4% or $94,290 at 6%; with 50% employer match about $94,290 at 4% or $62,860 at 6%; with 100% employer match about $70,718 at 4% or $47,145 at 6%.
200015$165,130$27,501$5,500iApproximate average salary by contribution assumption: employee only about $137,505 at 4% or $91,670 at 6%; with 50% employer match about $91,670 at 4% or $61,113 at 6%; with 100% employer match about $68,753 at 4% or $45,835 at 6%.
Bob'S Plan 401(K) Profit Sharing Plan-5$165,130$27,501$5,500iApproximate average salary by contribution assumption: employee only about $137,505 at 4% or $91,670 at 6%; with 50% employer match about $91,670 at 4% or $61,113 at 6%; with 100% employer match about $68,753 at 4% or $45,835 at 6%.