Cole Insurance Agency Inc.
Plan context: COLE INSURANCE AGENCY, INC. SIMPLE 401K PLAN
EIN 64-0428316 • 5 filings • 4 plans
Current Snapshot
Latest Year
2004
2004 Participants
1
2004 Assets
$37,460
2004 Contributions
$4,093
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 1 | $37,460 | $4,093 | $4,093iApproximate average salary by contribution assumption: employee only about $102,325 at 4% or $68,217 at 6%; with 50% employer match about $68,217 at 4% or $45,478 at 6%; with 100% employer match about $51,163 at 4% or $34,108 at 6%. |
| COLE INSURANCE AGENCY, INC. SIMPLE 401K PLAN | - | 1 | $37,460 | $4,093 | $4,093iApproximate average salary by contribution assumption: employee only about $102,325 at 4% or $68,217 at 6%; with 50% employer match about $68,217 at 4% or $45,478 at 6%; with 100% employer match about $51,163 at 4% or $34,108 at 6%. |
| 2003 | 1 | 2 | $51,062 | $5,904 | $2,952iApproximate average salary by contribution assumption: employee only about $73,800 at 4% or $49,200 at 6%; with 50% employer match about $49,200 at 4% or $32,800 at 6%; with 100% employer match about $36,900 at 4% or $24,600 at 6%. |
| Cole Insurance Agency Inc. 40Lk Plan | - | 2 | $51,062 | $5,904 | $2,952iApproximate average salary by contribution assumption: employee only about $73,800 at 4% or $49,200 at 6%; with 50% employer match about $49,200 at 4% or $32,800 at 6%; with 100% employer match about $36,900 at 4% or $24,600 at 6%. |
| 2002 | 1 | 2 | $43,242 | $3,321 | $1,661iApproximate average salary by contribution assumption: employee only about $41,513 at 4% or $27,675 at 6%; with 50% employer match about $27,675 at 4% or $18,450 at 6%; with 100% employer match about $20,756 at 4% or $13,838 at 6%. |
| COLE INSURANCE AGENCY, INC. SIMPLE 401K PLAN | - | 2 | $43,242 | $3,321 | $1,661iApproximate average salary by contribution assumption: employee only about $41,513 at 4% or $27,675 at 6%; with 50% employer match about $27,675 at 4% or $18,450 at 6%; with 100% employer match about $20,756 at 4% or $13,838 at 6%. |
| 2001 | 1 | 2 | $37,567 | $3,821 | $1,911iApproximate average salary by contribution assumption: employee only about $47,763 at 4% or $31,842 at 6%; with 50% employer match about $31,842 at 4% or $21,228 at 6%; with 100% employer match about $23,881 at 4% or $15,921 at 6%. |
| Cole Insurance Agency Inc. 40Lk Plan | - | 2 | $37,567 | $3,821 | $1,911iApproximate average salary by contribution assumption: employee only about $47,763 at 4% or $31,842 at 6%; with 50% employer match about $31,842 at 4% or $21,228 at 6%; with 100% employer match about $23,881 at 4% or $15,921 at 6%. |
| 1999 | 1 | 2 | $25,422 | $3,980 | $1,990iApproximate average salary by contribution assumption: employee only about $49,750 at 4% or $33,167 at 6%; with 50% employer match about $33,167 at 4% or $22,111 at 6%; with 100% employer match about $24,875 at 4% or $16,583 at 6%. |
| Cole Insurance Agency Inc. 40Lk Plan | - | 2 | $25,422 | $3,980 | $1,990iApproximate average salary by contribution assumption: employee only about $49,750 at 4% or $33,167 at 6%; with 50% employer match about $33,167 at 4% or $22,111 at 6%; with 100% employer match about $24,875 at 4% or $16,583 at 6%. |