Chad Green Insurance Inc
Plan context: Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust
EIN 59-2430378 • Lakeland, FL • 23 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$684,841
2025 Contributions
$28,122
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $684,841 | $28,122 | $4,017iApproximate average salary by contribution assumption: employee only about $100,436 at 4% or $66,957 at 6%; with 50% employer match about $66,957 at 4% or $44,638 at 6%; with 100% employer match about $50,218 at 4% or $33,479 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $684,841 | $28,122 | $4,017iApproximate average salary by contribution assumption: employee only about $100,436 at 4% or $66,957 at 6%; with 50% employer match about $66,957 at 4% or $44,638 at 6%; with 100% employer match about $50,218 at 4% or $33,479 at 6%. |
| 2024 | 1 | 7 | $575,285 | $27,613 | $3,945iApproximate average salary by contribution assumption: employee only about $98,618 at 4% or $65,745 at 6%; with 50% employer match about $65,745 at 4% or $43,830 at 6%; with 100% employer match about $49,309 at 4% or $32,873 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $575,285 | $27,613 | $3,945iApproximate average salary by contribution assumption: employee only about $98,618 at 4% or $65,745 at 6%; with 50% employer match about $65,745 at 4% or $43,830 at 6%; with 100% employer match about $49,309 at 4% or $32,873 at 6%. |
| 2023 | 1 | 7 | $482,860 | $26,320 | $3,760iApproximate average salary by contribution assumption: employee only about $94,000 at 4% or $62,667 at 6%; with 50% employer match about $62,667 at 4% or $41,778 at 6%; with 100% employer match about $47,000 at 4% or $31,333 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $482,860 | $26,320 | $3,760iApproximate average salary by contribution assumption: employee only about $94,000 at 4% or $62,667 at 6%; with 50% employer match about $62,667 at 4% or $41,778 at 6%; with 100% employer match about $47,000 at 4% or $31,333 at 6%. |
| 2022 | 1 | 7 | $388,261 | $26,183 | $3,740iApproximate average salary by contribution assumption: employee only about $93,511 at 4% or $62,340 at 6%; with 50% employer match about $62,340 at 4% or $41,560 at 6%; with 100% employer match about $46,755 at 4% or $31,170 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $388,261 | $26,183 | $3,740iApproximate average salary by contribution assumption: employee only about $93,511 at 4% or $62,340 at 6%; with 50% employer match about $62,340 at 4% or $41,560 at 6%; with 100% employer match about $46,755 at 4% or $31,170 at 6%. |
| 2021 | 1 | 7 | $449,797 | $27,367 | $3,910iApproximate average salary by contribution assumption: employee only about $97,739 at 4% or $65,160 at 6%; with 50% employer match about $65,160 at 4% or $43,440 at 6%; with 100% employer match about $48,870 at 4% or $32,580 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $449,797 | $27,367 | $3,910iApproximate average salary by contribution assumption: employee only about $97,739 at 4% or $65,160 at 6%; with 50% employer match about $65,160 at 4% or $43,440 at 6%; with 100% employer match about $48,870 at 4% or $32,580 at 6%. |
| 2020 | 1 | 7 | $368,186 | $21,411 | $3,059iApproximate average salary by contribution assumption: employee only about $76,468 at 4% or $50,979 at 6%; with 50% employer match about $50,979 at 4% or $33,986 at 6%; with 100% employer match about $38,234 at 4% or $25,489 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $368,186 | $21,411 | $3,059iApproximate average salary by contribution assumption: employee only about $76,468 at 4% or $50,979 at 6%; with 50% employer match about $50,979 at 4% or $33,986 at 6%; with 100% employer match about $38,234 at 4% or $25,489 at 6%. |
| 2019 | 1 | 7 | $292,206 | $19,123 | $2,732iApproximate average salary by contribution assumption: employee only about $68,296 at 4% or $45,531 at 6%; with 50% employer match about $45,531 at 4% or $30,354 at 6%; with 100% employer match about $34,148 at 4% or $22,765 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $292,206 | $19,123 | $2,732iApproximate average salary by contribution assumption: employee only about $68,296 at 4% or $45,531 at 6%; with 50% employer match about $45,531 at 4% or $30,354 at 6%; with 100% employer match about $34,148 at 4% or $22,765 at 6%. |
| 2018 | 1 | 7 | $222,788 | $21,048 | $3,007iApproximate average salary by contribution assumption: employee only about $75,171 at 4% or $50,114 at 6%; with 50% employer match about $50,114 at 4% or $33,410 at 6%; with 100% employer match about $37,586 at 4% or $25,057 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $222,788 | $21,048 | $3,007iApproximate average salary by contribution assumption: employee only about $75,171 at 4% or $50,114 at 6%; with 50% employer match about $50,114 at 4% or $33,410 at 6%; with 100% employer match about $37,586 at 4% or $25,057 at 6%. |
| 2017 | 1 | 6 | $220,469 | $13,939 | $2,323iApproximate average salary by contribution assumption: employee only about $58,079 at 4% or $38,719 at 6%; with 50% employer match about $38,719 at 4% or $25,813 at 6%; with 100% employer match about $29,040 at 4% or $19,360 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 6 | $220,469 | $13,939 | $2,323iApproximate average salary by contribution assumption: employee only about $58,079 at 4% or $38,719 at 6%; with 50% employer match about $38,719 at 4% or $25,813 at 6%; with 100% employer match about $29,040 at 4% or $19,360 at 6%. |
| 2016 | 1 | 8 | $178,849 | $16,956 | $2,120iApproximate average salary by contribution assumption: employee only about $52,988 at 4% or $35,325 at 6%; with 50% employer match about $35,325 at 4% or $23,550 at 6%; with 100% employer match about $26,494 at 4% or $17,663 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 8 | $178,849 | $16,956 | $2,120iApproximate average salary by contribution assumption: employee only about $52,988 at 4% or $35,325 at 6%; with 50% employer match about $35,325 at 4% or $23,550 at 6%; with 100% employer match about $26,494 at 4% or $17,663 at 6%. |
| 2014 | 1 | 5 | $144,770 | $2,492 | $498iApproximate average salary by contribution assumption: employee only about $12,460 at 4% or $8,307 at 6%; with 50% employer match about $8,307 at 4% or $5,538 at 6%; with 100% employer match about $6,230 at 4% or $4,153 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 5 | $144,770 | $2,492 | $498iApproximate average salary by contribution assumption: employee only about $12,460 at 4% or $8,307 at 6%; with 50% employer match about $8,307 at 4% or $5,538 at 6%; with 100% employer match about $6,230 at 4% or $4,153 at 6%. |
| 2013 | 1 | 5 | $159,141 | $1,479 | $296iApproximate average salary by contribution assumption: employee only about $7,395 at 4% or $4,930 at 6%; with 50% employer match about $4,930 at 4% or $3,287 at 6%; with 100% employer match about $3,698 at 4% or $2,465 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 5 | $159,141 | $1,479 | $296iApproximate average salary by contribution assumption: employee only about $7,395 at 4% or $4,930 at 6%; with 50% employer match about $4,930 at 4% or $3,287 at 6%; with 100% employer match about $3,698 at 4% or $2,465 at 6%. |
| 2012 | 1 | 5 | $124,458 | $9,061 | $1,812iApproximate average salary by contribution assumption: employee only about $45,305 at 4% or $30,203 at 6%; with 50% employer match about $30,203 at 4% or $20,136 at 6%; with 100% employer match about $22,653 at 4% or $15,102 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 5 | $124,458 | $9,061 | $1,812iApproximate average salary by contribution assumption: employee only about $45,305 at 4% or $30,203 at 6%; with 50% employer match about $30,203 at 4% or $20,136 at 6%; with 100% employer match about $22,653 at 4% or $15,102 at 6%. |
| 2011 | 1 | 5 | $108,873 | $10,790 | $2,158iApproximate average salary by contribution assumption: employee only about $53,950 at 4% or $35,967 at 6%; with 50% employer match about $35,967 at 4% or $23,978 at 6%; with 100% employer match about $26,975 at 4% or $17,983 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 5 | $108,873 | $10,790 | $2,158iApproximate average salary by contribution assumption: employee only about $53,950 at 4% or $35,967 at 6%; with 50% employer match about $35,967 at 4% or $23,978 at 6%; with 100% employer match about $26,975 at 4% or $17,983 at 6%. |
| 2010 | 1 | 5 | $102,527 | $11,683 | $2,337iApproximate average salary by contribution assumption: employee only about $58,415 at 4% or $38,943 at 6%; with 50% employer match about $38,943 at 4% or $25,962 at 6%; with 100% employer match about $29,208 at 4% or $19,472 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 5 | $102,527 | $11,683 | $2,337iApproximate average salary by contribution assumption: employee only about $58,415 at 4% or $38,943 at 6%; with 50% employer match about $38,943 at 4% or $25,962 at 6%; with 100% employer match about $29,208 at 4% or $19,472 at 6%. |
| 2009 | 1 | 8 | $75,333 | $3,362 | $420iApproximate average salary by contribution assumption: employee only about $10,506 at 4% or $7,004 at 6%; with 50% employer match about $7,004 at 4% or $4,669 at 6%; with 100% employer match about $5,253 at 4% or $3,502 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 8 | $75,333 | $3,362 | $420iApproximate average salary by contribution assumption: employee only about $10,506 at 4% or $7,004 at 6%; with 50% employer match about $7,004 at 4% or $4,669 at 6%; with 100% employer match about $5,253 at 4% or $3,502 at 6%. |
| 2008 | 1 | 9 | $70,667 | $15,390 | $1,710iApproximate average salary by contribution assumption: employee only about $42,750 at 4% or $28,500 at 6%; with 50% employer match about $28,500 at 4% or $19,000 at 6%; with 100% employer match about $21,375 at 4% or $14,250 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $70,667 | $15,390 | $1,710iApproximate average salary by contribution assumption: employee only about $42,750 at 4% or $28,500 at 6%; with 50% employer match about $28,500 at 4% or $19,000 at 6%; with 100% employer match about $21,375 at 4% or $14,250 at 6%. |
| 2007 | 1 | 10 | $111,254 | $13,920 | $1,392iApproximate average salary by contribution assumption: employee only about $34,800 at 4% or $23,200 at 6%; with 50% employer match about $23,200 at 4% or $15,467 at 6%; with 100% employer match about $17,400 at 4% or $11,600 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 10 | $111,254 | $13,920 | $1,392iApproximate average salary by contribution assumption: employee only about $34,800 at 4% or $23,200 at 6%; with 50% employer match about $23,200 at 4% or $15,467 at 6%; with 100% employer match about $17,400 at 4% or $11,600 at 6%. |
| 2006 | 1 | 10 | $84,580 | $14,548 | $1,455iApproximate average salary by contribution assumption: employee only about $36,370 at 4% or $24,247 at 6%; with 50% employer match about $24,247 at 4% or $16,164 at 6%; with 100% employer match about $18,185 at 4% or $12,123 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 10 | $84,580 | $14,548 | $1,455iApproximate average salary by contribution assumption: employee only about $36,370 at 4% or $24,247 at 6%; with 50% employer match about $24,247 at 4% or $16,164 at 6%; with 100% employer match about $18,185 at 4% or $12,123 at 6%. |
| 2005 | 1 | 10 | $67,468 | $12,556 | $1,256iApproximate average salary by contribution assumption: employee only about $31,390 at 4% or $20,927 at 6%; with 50% employer match about $20,927 at 4% or $13,951 at 6%; with 100% employer match about $15,695 at 4% or $10,463 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 10 | $67,468 | $12,556 | $1,256iApproximate average salary by contribution assumption: employee only about $31,390 at 4% or $20,927 at 6%; with 50% employer match about $20,927 at 4% or $13,951 at 6%; with 100% employer match about $15,695 at 4% or $10,463 at 6%. |
| 2004 | 1 | 8 | $51,017 | $13,035 | $1,629iApproximate average salary by contribution assumption: employee only about $40,734 at 4% or $27,156 at 6%; with 50% employer match about $27,156 at 4% or $18,104 at 6%; with 100% employer match about $20,367 at 4% or $13,578 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 8 | $51,017 | $13,035 | $1,629iApproximate average salary by contribution assumption: employee only about $40,734 at 4% or $27,156 at 6%; with 50% employer match about $27,156 at 4% or $18,104 at 6%; with 100% employer match about $20,367 at 4% or $13,578 at 6%. |
| 2003 | 1 | 8 | $34,256 | $11,739 | $1,467iApproximate average salary by contribution assumption: employee only about $36,684 at 4% or $24,456 at 6%; with 50% employer match about $24,456 at 4% or $16,304 at 6%; with 100% employer match about $18,342 at 4% or $12,228 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 8 | $34,256 | $11,739 | $1,467iApproximate average salary by contribution assumption: employee only about $36,684 at 4% or $24,456 at 6%; with 50% employer match about $24,456 at 4% or $16,304 at 6%; with 100% employer match about $18,342 at 4% or $12,228 at 6%. |
| 2002 | 1 | 8 | $17,902 | $8,167 | $1,021iApproximate average salary by contribution assumption: employee only about $25,522 at 4% or $17,015 at 6%; with 50% employer match about $17,015 at 4% or $11,343 at 6%; with 100% employer match about $12,761 at 4% or $8,507 at 6%. |
| Chad Green Insurance Inc 401(K) Profit Sharing Plan & Trust | - | 8 | $17,902 | $8,167 | $1,021iApproximate average salary by contribution assumption: employee only about $25,522 at 4% or $17,015 at 6%; with 50% employer match about $17,015 at 4% or $11,343 at 6%; with 100% employer match about $12,761 at 4% or $8,507 at 6%. |