RUSS SIEBERT INSURANCE AGENCY, LLC
Plan context: Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan
EIN 61-1607976 • Fenton, MO • 19 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,001,194
2024 Contributions
$69,123
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 6 | $2,001,194 | $69,123 | $11,521iApproximate average salary by contribution assumption: employee only about $288,013 at 4% or $192,008 at 6%; with 50% employer match about $192,008 at 4% or $128,006 at 6%; with 100% employer match about $144,006 at 4% or $96,004 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 6 | $2,001,194 | $69,123 | $11,521iApproximate average salary by contribution assumption: employee only about $288,013 at 4% or $192,008 at 6%; with 50% employer match about $192,008 at 4% or $128,006 at 6%; with 100% employer match about $144,006 at 4% or $96,004 at 6%. |
| 2022 | 1 | 6 | $1,492,307 | $65,469 | $10,912iApproximate average salary by contribution assumption: employee only about $272,788 at 4% or $181,858 at 6%; with 50% employer match about $181,858 at 4% or $121,239 at 6%; with 100% employer match about $136,394 at 4% or $90,929 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 6 | $1,492,307 | $65,469 | $10,912iApproximate average salary by contribution assumption: employee only about $272,788 at 4% or $181,858 at 6%; with 50% employer match about $181,858 at 4% or $121,239 at 6%; with 100% employer match about $136,394 at 4% or $90,929 at 6%. |
| 2021 | 1 | 6 | $1,851,155 | $62,139 | $10,357iApproximate average salary by contribution assumption: employee only about $258,913 at 4% or $172,608 at 6%; with 50% employer match about $172,608 at 4% or $115,072 at 6%; with 100% employer match about $129,456 at 4% or $86,304 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 6 | $1,851,155 | $62,139 | $10,357iApproximate average salary by contribution assumption: employee only about $258,913 at 4% or $172,608 at 6%; with 50% employer match about $172,608 at 4% or $115,072 at 6%; with 100% employer match about $129,456 at 4% or $86,304 at 6%. |
| 2020 | 1 | 6 | $3,492,345 | $64,952 | $10,825iApproximate average salary by contribution assumption: employee only about $270,633 at 4% or $180,422 at 6%; with 50% employer match about $180,422 at 4% or $120,281 at 6%; with 100% employer match about $135,317 at 4% or $90,211 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 6 | $3,492,345 | $64,952 | $10,825iApproximate average salary by contribution assumption: employee only about $270,633 at 4% or $180,422 at 6%; with 50% employer match about $180,422 at 4% or $120,281 at 6%; with 100% employer match about $135,317 at 4% or $90,211 at 6%. |
| 2019 | 1 | 6 | $2,620,111 | $65,119 | $10,853iApproximate average salary by contribution assumption: employee only about $271,329 at 4% or $180,886 at 6%; with 50% employer match about $180,886 at 4% or $120,591 at 6%; with 100% employer match about $135,665 at 4% or $90,443 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 6 | $2,620,111 | $65,119 | $10,853iApproximate average salary by contribution assumption: employee only about $271,329 at 4% or $180,886 at 6%; with 50% employer match about $180,886 at 4% or $120,591 at 6%; with 100% employer match about $135,665 at 4% or $90,443 at 6%. |
| 2018 | 1 | 6 | $2,217,527 | $65,122 | $10,854iApproximate average salary by contribution assumption: employee only about $271,342 at 4% or $180,894 at 6%; with 50% employer match about $180,894 at 4% or $120,596 at 6%; with 100% employer match about $135,671 at 4% or $90,447 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 6 | $2,217,527 | $65,122 | $10,854iApproximate average salary by contribution assumption: employee only about $271,342 at 4% or $180,894 at 6%; with 50% employer match about $180,894 at 4% or $120,596 at 6%; with 100% employer match about $135,671 at 4% or $90,447 at 6%. |
| 2017 | 1 | 5 | $2,229,788 | $58,286 | $11,657iApproximate average salary by contribution assumption: employee only about $291,430 at 4% or $194,287 at 6%; with 50% employer match about $194,287 at 4% or $129,524 at 6%; with 100% employer match about $145,715 at 4% or $97,143 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 5 | $2,229,788 | $58,286 | $11,657iApproximate average salary by contribution assumption: employee only about $291,430 at 4% or $194,287 at 6%; with 50% employer match about $194,287 at 4% or $129,524 at 6%; with 100% employer match about $145,715 at 4% or $97,143 at 6%. |
| 2016 | 1 | 6 | $1,883,438 | $109,401 | $18,234iApproximate average salary by contribution assumption: employee only about $455,838 at 4% or $303,892 at 6%; with 50% employer match about $303,892 at 4% or $202,594 at 6%; with 100% employer match about $227,919 at 4% or $151,946 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 6 | $1,883,438 | $109,401 | $18,234iApproximate average salary by contribution assumption: employee only about $455,838 at 4% or $303,892 at 6%; with 50% employer match about $303,892 at 4% or $202,594 at 6%; with 100% employer match about $227,919 at 4% or $151,946 at 6%. |
| 2015 | 2 | 6 | $1,580,768 | $1,469,192 | $244,865iApproximate average salary by contribution assumption: employee only about $6,121,633 at 4% or $4,081,089 at 6%; with 50% employer match about $4,081,089 at 4% or $2,720,726 at 6%; with 100% employer match about $3,060,817 at 4% or $2,040,544 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 6 | $1,580,768 | $1,174,743 | $195,791iApproximate average salary by contribution assumption: employee only about $4,894,763 at 4% or $3,263,175 at 6%; with 50% employer match about $3,263,175 at 4% or $2,175,450 at 6%; with 100% employer match about $2,447,381 at 4% or $1,631,588 at 6%. |
| Russ Siebert Insurance Agency LLC Cash Balance Plan | - | 0 | $0 | $294,449 | - |
| 2014 | 2 | 6 | $1,379,659 | $224,080 | $37,347iApproximate average salary by contribution assumption: employee only about $933,667 at 4% or $622,444 at 6%; with 50% employer match about $622,444 at 4% or $414,963 at 6%; with 100% employer match about $466,833 at 4% or $311,222 at 6%. |
| Russ Siebert Insurance Agency LLC Cash Balance Plan | - | 6 | $1,020,390 | $183,824 | $30,637iApproximate average salary by contribution assumption: employee only about $765,933 at 4% or $510,622 at 6%; with 50% employer match about $510,622 at 4% or $340,415 at 6%; with 100% employer match about $382,967 at 4% or $255,311 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 6 | $359,269 | $40,256 | $6,709iApproximate average salary by contribution assumption: employee only about $167,733 at 4% or $111,822 at 6%; with 50% employer match about $111,822 at 4% or $74,548 at 6%; with 100% employer match about $83,867 at 4% or $55,911 at 6%. |
| 2013 | 2 | 6 | $1,107,480 | $147,697 | $24,616iApproximate average salary by contribution assumption: employee only about $615,404 at 4% or $410,269 at 6%; with 50% employer match about $410,269 at 4% or $273,513 at 6%; with 100% employer match about $307,702 at 4% or $205,135 at 6%. |
| Russ Siebert Insurance Agency LLC Cash Balance Plan | - | 6 | $806,853 | $100,562 | $16,760iApproximate average salary by contribution assumption: employee only about $419,008 at 4% or $279,339 at 6%; with 50% employer match about $279,339 at 4% or $186,226 at 6%; with 100% employer match about $209,504 at 4% or $139,669 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 6 | $300,627 | $47,135 | $7,856iApproximate average salary by contribution assumption: employee only about $196,396 at 4% or $130,931 at 6%; with 50% employer match about $130,931 at 4% or $87,287 at 6%; with 100% employer match about $98,198 at 4% or $65,465 at 6%. |
| 2012 | 2 | 6 | $904,595 | $128,990 | $21,498iApproximate average salary by contribution assumption: employee only about $537,458 at 4% or $358,306 at 6%; with 50% employer match about $358,306 at 4% or $238,870 at 6%; with 100% employer match about $268,729 at 4% or $179,153 at 6%. |
| Russ Siebert Insurance Agency LLC Cash Balance Plan | - | 6 | $675,551 | $82,312 | $13,719iApproximate average salary by contribution assumption: employee only about $342,967 at 4% or $228,644 at 6%; with 50% employer match about $228,644 at 4% or $152,430 at 6%; with 100% employer match about $171,483 at 4% or $114,322 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 6 | $229,044 | $46,678 | $7,780iApproximate average salary by contribution assumption: employee only about $194,492 at 4% or $129,661 at 6%; with 50% employer match about $129,661 at 4% or $86,441 at 6%; with 100% employer match about $97,246 at 4% or $64,831 at 6%. |
| 2011 | 2 | 6 | $654,374 | $192,492 | $32,082iApproximate average salary by contribution assumption: employee only about $802,050 at 4% or $534,700 at 6%; with 50% employer match about $534,700 at 4% or $356,467 at 6%; with 100% employer match about $401,025 at 4% or $267,350 at 6%. |
| Russ Siebert Insurance Agency LLC Cash Balance Plan | - | 6 | $484,336 | $138,900 | $23,150iApproximate average salary by contribution assumption: employee only about $578,750 at 4% or $385,833 at 6%; with 50% employer match about $385,833 at 4% or $257,222 at 6%; with 100% employer match about $289,375 at 4% or $192,917 at 6%. |
| Russ Siebert Insurance Agency LLC 401(K) Profit Sharing Plan | - | 6 | $170,038 | $53,592 | $8,932iApproximate average salary by contribution assumption: employee only about $223,300 at 4% or $148,867 at 6%; with 50% employer match about $148,867 at 4% or $99,244 at 6%; with 100% employer match about $111,650 at 4% or $74,433 at 6%. |