Civic Intelligence

Old Colony Insurance Services Inc

Plan context: Old Colony Insurance Services Inc 401(K) Retirement Savings Plan

EIN 61-0624158 • Lexington, KY • 24 filings • 5 plans

1900 Cambridge DrLexington, KY 40504-1906
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$2,359,599

2023 Contributions

$14,093

Historical Graphs

Total Assets Over Time

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

$3,094,361$1,547,181$0200020112022YearValue
$2,359,599Latest year 2022

Participants Over Time

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

1580200020112022YearValue
8Latest year 2022

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
202310$0$14,093-
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-0$0$14,093-
202218$2,359,599$43,449$5,431iApproximate average salary by contribution assumption: employee only about $135,778 at 4% or $90,519 at 6%; with 50% employer match about $90,519 at 4% or $60,346 at 6%; with 100% employer match about $67,889 at 4% or $45,259 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-8$2,359,599$43,449$5,431iApproximate average salary by contribution assumption: employee only about $135,778 at 4% or $90,519 at 6%; with 50% employer match about $90,519 at 4% or $60,346 at 6%; with 100% employer match about $67,889 at 4% or $45,259 at 6%.
2021110$3,094,361$63,897$6,390iApproximate average salary by contribution assumption: employee only about $159,743 at 4% or $106,495 at 6%; with 50% employer match about $106,495 at 4% or $70,997 at 6%; with 100% employer match about $79,871 at 4% or $53,248 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-10$3,094,361$63,897$6,390iApproximate average salary by contribution assumption: employee only about $159,743 at 4% or $106,495 at 6%; with 50% employer match about $106,495 at 4% or $70,997 at 6%; with 100% employer match about $79,871 at 4% or $53,248 at 6%.
2020111$2,681,835$68,367$6,215iApproximate average salary by contribution assumption: employee only about $155,380 at 4% or $103,586 at 6%; with 50% employer match about $103,586 at 4% or $69,058 at 6%; with 100% employer match about $77,690 at 4% or $51,793 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-11$2,681,835$68,367$6,215iApproximate average salary by contribution assumption: employee only about $155,380 at 4% or $103,586 at 6%; with 50% employer match about $103,586 at 4% or $69,058 at 6%; with 100% employer match about $77,690 at 4% or $51,793 at 6%.
2019112$2,179,361$74,813$6,234iApproximate average salary by contribution assumption: employee only about $155,860 at 4% or $103,907 at 6%; with 50% employer match about $103,907 at 4% or $69,271 at 6%; with 100% employer match about $77,930 at 4% or $51,953 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-12$2,179,361$74,813$6,234iApproximate average salary by contribution assumption: employee only about $155,860 at 4% or $103,907 at 6%; with 50% employer match about $103,907 at 4% or $69,271 at 6%; with 100% employer match about $77,930 at 4% or $51,953 at 6%.
2018114$1,756,619$68,816$4,915iApproximate average salary by contribution assumption: employee only about $122,886 at 4% or $81,924 at 6%; with 50% employer match about $81,924 at 4% or $54,616 at 6%; with 100% employer match about $61,443 at 4% or $40,962 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-14$1,756,619$68,816$4,915iApproximate average salary by contribution assumption: employee only about $122,886 at 4% or $81,924 at 6%; with 50% employer match about $81,924 at 4% or $54,616 at 6%; with 100% employer match about $61,443 at 4% or $40,962 at 6%.
2017114$1,789,457$72,409$5,172iApproximate average salary by contribution assumption: employee only about $129,302 at 4% or $86,201 at 6%; with 50% employer match about $86,201 at 4% or $57,467 at 6%; with 100% employer match about $64,651 at 4% or $43,101 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-14$1,789,457$72,409$5,172iApproximate average salary by contribution assumption: employee only about $129,302 at 4% or $86,201 at 6%; with 50% employer match about $86,201 at 4% or $57,467 at 6%; with 100% employer match about $64,651 at 4% or $43,101 at 6%.
2016113$1,430,233$69,515$5,347iApproximate average salary by contribution assumption: employee only about $133,683 at 4% or $89,122 at 6%; with 50% employer match about $89,122 at 4% or $59,415 at 6%; with 100% employer match about $66,841 at 4% or $44,561 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-13$1,430,233$69,515$5,347iApproximate average salary by contribution assumption: employee only about $133,683 at 4% or $89,122 at 6%; with 50% employer match about $89,122 at 4% or $59,415 at 6%; with 100% employer match about $66,841 at 4% or $44,561 at 6%.
2015113$1,316,100$83,747$6,442iApproximate average salary by contribution assumption: employee only about $161,052 at 4% or $107,368 at 6%; with 50% employer match about $107,368 at 4% or $71,579 at 6%; with 100% employer match about $80,526 at 4% or $53,684 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-13$1,316,100$83,747$6,442iApproximate average salary by contribution assumption: employee only about $161,052 at 4% or $107,368 at 6%; with 50% employer match about $107,368 at 4% or $71,579 at 6%; with 100% employer match about $80,526 at 4% or $53,684 at 6%.
2014113$1,240,302$79,186$6,091iApproximate average salary by contribution assumption: employee only about $152,281 at 4% or $101,521 at 6%; with 50% employer match about $101,521 at 4% or $67,680 at 6%; with 100% employer match about $76,140 at 4% or $50,760 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-13$1,240,302$79,186$6,091iApproximate average salary by contribution assumption: employee only about $152,281 at 4% or $101,521 at 6%; with 50% employer match about $101,521 at 4% or $67,680 at 6%; with 100% employer match about $76,140 at 4% or $50,760 at 6%.
2013114$1,462,088$77,219$5,516iApproximate average salary by contribution assumption: employee only about $137,891 at 4% or $91,927 at 6%; with 50% employer match about $91,927 at 4% or $61,285 at 6%; with 100% employer match about $68,946 at 4% or $45,964 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-14$1,462,088$77,219$5,516iApproximate average salary by contribution assumption: employee only about $137,891 at 4% or $91,927 at 6%; with 50% employer match about $91,927 at 4% or $61,285 at 6%; with 100% employer match about $68,946 at 4% or $45,964 at 6%.
2012112$1,239,273$98,159$8,180iApproximate average salary by contribution assumption: employee only about $204,498 at 4% or $136,332 at 6%; with 50% employer match about $136,332 at 4% or $90,888 at 6%; with 100% employer match about $102,249 at 4% or $68,166 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-12$1,239,273$98,159$8,180iApproximate average salary by contribution assumption: employee only about $204,498 at 4% or $136,332 at 6%; with 50% employer match about $136,332 at 4% or $90,888 at 6%; with 100% employer match about $102,249 at 4% or $68,166 at 6%.
2011113$1,069,993$89,443$6,880iApproximate average salary by contribution assumption: employee only about $172,006 at 4% or $114,671 at 6%; with 50% employer match about $114,671 at 4% or $76,447 at 6%; with 100% employer match about $86,003 at 4% or $57,335 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-13$1,069,993$89,443$6,880iApproximate average salary by contribution assumption: employee only about $172,006 at 4% or $114,671 at 6%; with 50% employer match about $114,671 at 4% or $76,447 at 6%; with 100% employer match about $86,003 at 4% or $57,335 at 6%.
2010113$1,125,917$59,915$4,609iApproximate average salary by contribution assumption: employee only about $115,221 at 4% or $76,814 at 6%; with 50% employer match about $76,814 at 4% or $51,209 at 6%; with 100% employer match about $57,611 at 4% or $38,407 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-13$1,125,917$59,915$4,609iApproximate average salary by contribution assumption: employee only about $115,221 at 4% or $76,814 at 6%; with 50% employer match about $76,814 at 4% or $51,209 at 6%; with 100% employer match about $57,611 at 4% or $38,407 at 6%.
2009115$1,132,747$92,174$6,145iApproximate average salary by contribution assumption: employee only about $153,623 at 4% or $102,416 at 6%; with 50% employer match about $102,416 at 4% or $68,277 at 6%; with 100% employer match about $76,812 at 4% or $51,208 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-15$1,132,747$92,174$6,145iApproximate average salary by contribution assumption: employee only about $153,623 at 4% or $102,416 at 6%; with 50% employer match about $102,416 at 4% or $68,277 at 6%; with 100% employer match about $76,812 at 4% or $51,208 at 6%.
2008114$854,439$120,215$8,587iApproximate average salary by contribution assumption: employee only about $214,670 at 4% or $143,113 at 6%; with 50% employer match about $143,113 at 4% or $95,409 at 6%; with 100% employer match about $107,335 at 4% or $71,557 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-14$854,439$120,215$8,587iApproximate average salary by contribution assumption: employee only about $214,670 at 4% or $143,113 at 6%; with 50% employer match about $143,113 at 4% or $95,409 at 6%; with 100% employer match about $107,335 at 4% or $71,557 at 6%.
2007113$1,195,464$101,511$7,809iApproximate average salary by contribution assumption: employee only about $195,213 at 4% or $130,142 at 6%; with 50% employer match about $130,142 at 4% or $86,762 at 6%; with 100% employer match about $97,607 at 4% or $65,071 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-13$1,195,464$101,511$7,809iApproximate average salary by contribution assumption: employee only about $195,213 at 4% or $130,142 at 6%; with 50% employer match about $130,142 at 4% or $86,762 at 6%; with 100% employer match about $97,607 at 4% or $65,071 at 6%.
2006115$1,035,254$167,247$11,150iApproximate average salary by contribution assumption: employee only about $278,745 at 4% or $185,830 at 6%; with 50% employer match about $185,830 at 4% or $123,887 at 6%; with 100% employer match about $139,373 at 4% or $92,915 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-15$1,035,254$167,247$11,150iApproximate average salary by contribution assumption: employee only about $278,745 at 4% or $185,830 at 6%; with 50% employer match about $185,830 at 4% or $123,887 at 6%; with 100% employer match about $139,373 at 4% or $92,915 at 6%.
2005113$771,793$79,168$6,090iApproximate average salary by contribution assumption: employee only about $152,246 at 4% or $101,497 at 6%; with 50% employer match about $101,497 at 4% or $67,665 at 6%; with 100% employer match about $76,123 at 4% or $50,749 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-13$771,793$79,168$6,090iApproximate average salary by contribution assumption: employee only about $152,246 at 4% or $101,497 at 6%; with 50% employer match about $101,497 at 4% or $67,665 at 6%; with 100% employer match about $76,123 at 4% or $50,749 at 6%.
2004112$672,634$82,292$6,858iApproximate average salary by contribution assumption: employee only about $171,442 at 4% or $114,294 at 6%; with 50% employer match about $114,294 at 4% or $76,196 at 6%; with 100% employer match about $85,721 at 4% or $57,147 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-12$672,634$82,292$6,858iApproximate average salary by contribution assumption: employee only about $171,442 at 4% or $114,294 at 6%; with 50% employer match about $114,294 at 4% or $76,196 at 6%; with 100% employer match about $85,721 at 4% or $57,147 at 6%.
2003113$555,333$80,323$6,179iApproximate average salary by contribution assumption: employee only about $154,467 at 4% or $102,978 at 6%; with 50% employer match about $102,978 at 4% or $68,652 at 6%; with 100% employer match about $77,234 at 4% or $51,489 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-13$555,333$80,323$6,179iApproximate average salary by contribution assumption: employee only about $154,467 at 4% or $102,978 at 6%; with 50% employer match about $102,978 at 4% or $68,652 at 6%; with 100% employer match about $77,234 at 4% or $51,489 at 6%.
2002113$405,152$90,182$6,937iApproximate average salary by contribution assumption: employee only about $173,427 at 4% or $115,618 at 6%; with 50% employer match about $115,618 at 4% or $77,079 at 6%; with 100% employer match about $86,713 at 4% or $57,809 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-13$405,152$90,182$6,937iApproximate average salary by contribution assumption: employee only about $173,427 at 4% or $115,618 at 6%; with 50% employer match about $115,618 at 4% or $77,079 at 6%; with 100% employer match about $86,713 at 4% or $57,809 at 6%.
2001114$633,198$84,698$6,050iApproximate average salary by contribution assumption: employee only about $151,246 at 4% or $100,831 at 6%; with 50% employer match about $100,831 at 4% or $67,221 at 6%; with 100% employer match about $75,623 at 4% or $50,415 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-14$633,198$84,698$6,050iApproximate average salary by contribution assumption: employee only about $151,246 at 4% or $100,831 at 6%; with 50% employer match about $100,831 at 4% or $67,221 at 6%; with 100% employer match about $75,623 at 4% or $50,415 at 6%.
2000114$629,532$77,774$5,555iApproximate average salary by contribution assumption: employee only about $138,882 at 4% or $92,588 at 6%; with 50% employer match about $92,588 at 4% or $61,725 at 6%; with 100% employer match about $69,441 at 4% or $46,294 at 6%.
Old Colony Insurance Services Inc 401(K) Retirement Savings Plan-14$629,532$77,774$5,555iApproximate average salary by contribution assumption: employee only about $138,882 at 4% or $92,588 at 6%; with 50% employer match about $92,588 at 4% or $61,725 at 6%; with 100% employer match about $69,441 at 4% or $46,294 at 6%.