Civic Intelligence

The Insurance Advantage Inc.

Plan context: The Insurance Advantage Inc. Retirement Plan

EIN 59-3337247 • 12 filings • 1 plans

Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$1,760,224

2013 Contributions

$65,000

Historical Graphs

Total Assets Over Time

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

$1,760,224$880,112$0200220082012YearValue
$1,760,224Latest year 2012

Participants Over Time

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

210200220072012YearValue
2Latest year 2012

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
201310$0$0-
The Insurance Advantage Inc. Retirement Plan-0---
201212$1,760,224$0-
The Insurance Advantage Inc. Retirement Plan-2$1,760,224--
201112$1,642,813$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
The Insurance Advantage Inc. Retirement Plan-2$1,642,813$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
201012$1,670,374$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
The Insurance Advantage Inc. Retirement Plan-2$1,670,374$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200912$1,417,651$273,000$136,500iApproximate average salary by contribution assumption: employee only about $3,412,500 at 4% or $2,275,000 at 6%; with 50% employer match about $2,275,000 at 4% or $1,516,667 at 6%; with 100% employer match about $1,706,250 at 4% or $1,137,500 at 6%.
The Insurance Advantage Inc. Retirement Plan-2$1,417,651$273,000$136,500iApproximate average salary by contribution assumption: employee only about $3,412,500 at 4% or $2,275,000 at 6%; with 50% employer match about $2,275,000 at 4% or $1,516,667 at 6%; with 100% employer match about $1,706,250 at 4% or $1,137,500 at 6%.
200812$976,940$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
The Insurance Advantage Inc. Retirement Plan-2$976,940$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
200712$0$0-
The Insurance Advantage Inc. Retirement Plan-2---
200612$1,000,121$285,000$142,500iApproximate average salary by contribution assumption: employee only about $3,562,500 at 4% or $2,375,000 at 6%; with 50% employer match about $2,375,000 at 4% or $1,583,333 at 6%; with 100% employer match about $1,781,250 at 4% or $1,187,500 at 6%.
The Insurance Advantage Inc. Retirement Plan-2$1,000,121$285,000$142,500iApproximate average salary by contribution assumption: employee only about $3,562,500 at 4% or $2,375,000 at 6%; with 50% employer match about $2,375,000 at 4% or $1,583,333 at 6%; with 100% employer match about $1,781,250 at 4% or $1,187,500 at 6%.
200512$635,102$143,276$71,638iApproximate average salary by contribution assumption: employee only about $1,790,950 at 4% or $1,193,967 at 6%; with 50% employer match about $1,193,967 at 4% or $795,978 at 6%; with 100% employer match about $895,475 at 4% or $596,983 at 6%.
The Insurance Advantage Inc. Retirement Plan-2$635,102$143,276$71,638iApproximate average salary by contribution assumption: employee only about $1,790,950 at 4% or $1,193,967 at 6%; with 50% employer match about $1,193,967 at 4% or $795,978 at 6%; with 100% employer match about $895,475 at 4% or $596,983 at 6%.
200412$457,169$124,527$62,264iApproximate average salary by contribution assumption: employee only about $1,556,588 at 4% or $1,037,725 at 6%; with 50% employer match about $1,037,725 at 4% or $691,817 at 6%; with 100% employer match about $778,294 at 4% or $518,863 at 6%.
The Insurance Advantage Inc. Retirement Plan-2$457,169$124,527$62,264iApproximate average salary by contribution assumption: employee only about $1,556,588 at 4% or $1,037,725 at 6%; with 50% employer match about $1,037,725 at 4% or $691,817 at 6%; with 100% employer match about $778,294 at 4% or $518,863 at 6%.
200312$295,703$124,689$62,345iApproximate average salary by contribution assumption: employee only about $1,558,613 at 4% or $1,039,075 at 6%; with 50% employer match about $1,039,075 at 4% or $692,717 at 6%; with 100% employer match about $779,306 at 4% or $519,538 at 6%.
The Insurance Advantage Inc. Retirement Plan-2$295,703$124,689$62,345iApproximate average salary by contribution assumption: employee only about $1,558,613 at 4% or $1,039,075 at 6%; with 50% employer match about $1,039,075 at 4% or $692,717 at 6%; with 100% employer match about $779,306 at 4% or $519,538 at 6%.
200212$108,469$120,797$60,399iApproximate average salary by contribution assumption: employee only about $1,509,963 at 4% or $1,006,642 at 6%; with 50% employer match about $1,006,642 at 4% or $671,094 at 6%; with 100% employer match about $754,981 at 4% or $503,321 at 6%.
The Insurance Advantage Inc. Retirement Plan-2$108,469$120,797$60,399iApproximate average salary by contribution assumption: employee only about $1,509,963 at 4% or $1,006,642 at 6%; with 50% employer match about $1,006,642 at 4% or $671,094 at 6%; with 100% employer match about $754,981 at 4% or $503,321 at 6%.