Civic Intelligence

First Choice Insurance & Financ.

Plan context: First Choice Insurance and Financial Services Inc 401K

EIN 65-0958067 • Miami, FL • 20 filings • 1 plans

8315 S.w. 24th St.Miami, FL 33155
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$246,364

2024 Contributions

$8,845

Historical Graphs

Total Assets Over Time

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

$480,536$240,268$0200520152024YearValue
$246,364Latest year 2024

Participants Over Time

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

1050200520152024YearValue
3Latest year 2024

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
202413$246,364$8,845$2,948iApproximate average salary by contribution assumption: employee only about $73,708 at 4% or $49,139 at 6%; with 50% employer match about $49,139 at 4% or $32,759 at 6%; with 100% employer match about $36,854 at 4% or $24,569 at 6%.
First Choice Insurance and Financial Services Inc 401K-3$246,364$8,845$2,948iApproximate average salary by contribution assumption: employee only about $73,708 at 4% or $49,139 at 6%; with 50% employer match about $49,139 at 4% or $32,759 at 6%; with 100% employer match about $36,854 at 4% or $24,569 at 6%.
202313$209,563$8,160$2,720iApproximate average salary by contribution assumption: employee only about $68,000 at 4% or $45,333 at 6%; with 50% employer match about $45,333 at 4% or $30,222 at 6%; with 100% employer match about $34,000 at 4% or $22,667 at 6%.
First Choice Insurance and Financial Services Inc 401K-3$209,563$8,160$2,720iApproximate average salary by contribution assumption: employee only about $68,000 at 4% or $45,333 at 6%; with 50% employer match about $45,333 at 4% or $30,222 at 6%; with 100% employer match about $34,000 at 4% or $22,667 at 6%.
202214$278,319$9,033$2,258iApproximate average salary by contribution assumption: employee only about $56,456 at 4% or $37,638 at 6%; with 50% employer match about $37,638 at 4% or $25,092 at 6%; with 100% employer match about $28,228 at 4% or $18,819 at 6%.
First Choice Insurance and Financial Services Inc 401K-4$278,319$9,033$2,258iApproximate average salary by contribution assumption: employee only about $56,456 at 4% or $37,638 at 6%; with 50% employer match about $37,638 at 4% or $25,092 at 6%; with 100% employer match about $28,228 at 4% or $18,819 at 6%.
202116$421,182$14,546$2,424iApproximate average salary by contribution assumption: employee only about $60,608 at 4% or $40,406 at 6%; with 50% employer match about $40,406 at 4% or $26,937 at 6%; with 100% employer match about $30,304 at 4% or $20,203 at 6%.
First Choice Insurance and Financial Services Inc 401K-6$421,182$14,546$2,424iApproximate average salary by contribution assumption: employee only about $60,608 at 4% or $40,406 at 6%; with 50% employer match about $40,406 at 4% or $26,937 at 6%; with 100% employer match about $30,304 at 4% or $20,203 at 6%.
202017$480,536$14,252$2,036iApproximate average salary by contribution assumption: employee only about $50,900 at 4% or $33,933 at 6%; with 50% employer match about $33,933 at 4% or $22,622 at 6%; with 100% employer match about $25,450 at 4% or $16,967 at 6%.
First Choice Insurance and Financial Services Inc 401K-7$480,536$14,252$2,036iApproximate average salary by contribution assumption: employee only about $50,900 at 4% or $33,933 at 6%; with 50% employer match about $33,933 at 4% or $22,622 at 6%; with 100% employer match about $25,450 at 4% or $16,967 at 6%.
201917$445,527$12,549$1,793iApproximate average salary by contribution assumption: employee only about $44,818 at 4% or $29,879 at 6%; with 50% employer match about $29,879 at 4% or $19,919 at 6%; with 100% employer match about $22,409 at 4% or $14,939 at 6%.
First Choice Insurance and Financial Services Inc 401K-7$445,527$12,549$1,793iApproximate average salary by contribution assumption: employee only about $44,818 at 4% or $29,879 at 6%; with 50% employer match about $29,879 at 4% or $19,919 at 6%; with 100% employer match about $22,409 at 4% or $14,939 at 6%.
201818$370,666$9,345$1,168iApproximate average salary by contribution assumption: employee only about $29,203 at 4% or $19,469 at 6%; with 50% employer match about $19,469 at 4% or $12,979 at 6%; with 100% employer match about $14,602 at 4% or $9,734 at 6%.
First Choice Insurance and Financial Services Inc 401K-8$370,666$9,345$1,168iApproximate average salary by contribution assumption: employee only about $29,203 at 4% or $19,469 at 6%; with 50% employer match about $19,469 at 4% or $12,979 at 6%; with 100% employer match about $14,602 at 4% or $9,734 at 6%.
201718$426,790$16,221$2,028iApproximate average salary by contribution assumption: employee only about $50,691 at 4% or $33,794 at 6%; with 50% employer match about $33,794 at 4% or $22,529 at 6%; with 100% employer match about $25,345 at 4% or $16,897 at 6%.
First Choice Insurance and Financial Services Inc 401K-8$426,790$16,221$2,028iApproximate average salary by contribution assumption: employee only about $50,691 at 4% or $33,794 at 6%; with 50% employer match about $33,794 at 4% or $22,529 at 6%; with 100% employer match about $25,345 at 4% or $16,897 at 6%.
201618$358,891$14,553$1,819iApproximate average salary by contribution assumption: employee only about $45,478 at 4% or $30,319 at 6%; with 50% employer match about $30,319 at 4% or $20,213 at 6%; with 100% employer match about $22,739 at 4% or $15,159 at 6%.
First Choice Insurance and Financial Services Inc 401K-8$358,891$14,553$1,819iApproximate average salary by contribution assumption: employee only about $45,478 at 4% or $30,319 at 6%; with 50% employer match about $30,319 at 4% or $20,213 at 6%; with 100% employer match about $22,739 at 4% or $15,159 at 6%.
201518$315,415$13,884$1,736iApproximate average salary by contribution assumption: employee only about $43,388 at 4% or $28,925 at 6%; with 50% employer match about $28,925 at 4% or $19,283 at 6%; with 100% employer match about $21,694 at 4% or $14,463 at 6%.
First Choice Insurance and Financial Services Inc 401K-8$315,415$13,884$1,736iApproximate average salary by contribution assumption: employee only about $43,388 at 4% or $28,925 at 6%; with 50% employer match about $28,925 at 4% or $19,283 at 6%; with 100% employer match about $21,694 at 4% or $14,463 at 6%.
201418$312,804$14,655$1,832iApproximate average salary by contribution assumption: employee only about $45,797 at 4% or $30,531 at 6%; with 50% employer match about $30,531 at 4% or $20,354 at 6%; with 100% employer match about $22,898 at 4% or $15,266 at 6%.
First Choice Insurance and Financial Services Inc 401K-8$312,804$14,655$1,832iApproximate average salary by contribution assumption: employee only about $45,797 at 4% or $30,531 at 6%; with 50% employer match about $30,531 at 4% or $20,354 at 6%; with 100% employer match about $22,898 at 4% or $15,266 at 6%.
201318$279,484$13,914$1,739iApproximate average salary by contribution assumption: employee only about $43,481 at 4% or $28,988 at 6%; with 50% employer match about $28,988 at 4% or $19,325 at 6%; with 100% employer match about $21,741 at 4% or $14,494 at 6%.
First Choice Insurance and Financial Services Inc 401K-8$279,484$13,914$1,739iApproximate average salary by contribution assumption: employee only about $43,481 at 4% or $28,988 at 6%; with 50% employer match about $28,988 at 4% or $19,325 at 6%; with 100% employer match about $21,741 at 4% or $14,494 at 6%.
201218$210,478$23,377$2,922iApproximate average salary by contribution assumption: employee only about $73,053 at 4% or $48,702 at 6%; with 50% employer match about $48,702 at 4% or $32,468 at 6%; with 100% employer match about $36,527 at 4% or $24,351 at 6%.
First Choice Insurance and Financial Services Inc 401K-8$210,478$23,377$2,922iApproximate average salary by contribution assumption: employee only about $73,053 at 4% or $48,702 at 6%; with 50% employer match about $48,702 at 4% or $32,468 at 6%; with 100% employer match about $36,527 at 4% or $24,351 at 6%.
201118$162,969$23,725$2,966iApproximate average salary by contribution assumption: employee only about $74,141 at 4% or $49,427 at 6%; with 50% employer match about $49,427 at 4% or $32,951 at 6%; with 100% employer match about $37,070 at 4% or $24,714 at 6%.
First Choice Insurance and Financial Services Inc 401K-8$162,969$23,725$2,966iApproximate average salary by contribution assumption: employee only about $74,141 at 4% or $49,427 at 6%; with 50% employer match about $49,427 at 4% or $32,951 at 6%; with 100% employer match about $37,070 at 4% or $24,714 at 6%.
201018$144,820$22,384$2,798iApproximate average salary by contribution assumption: employee only about $69,950 at 4% or $46,633 at 6%; with 50% employer match about $46,633 at 4% or $31,089 at 6%; with 100% employer match about $34,975 at 4% or $23,317 at 6%.
First Choice Insurance and Financial Services Inc 401K-8$144,820$22,384$2,798iApproximate average salary by contribution assumption: employee only about $69,950 at 4% or $46,633 at 6%; with 50% employer match about $46,633 at 4% or $31,089 at 6%; with 100% employer match about $34,975 at 4% or $23,317 at 6%.
200918$104,085$24,179$3,022iApproximate average salary by contribution assumption: employee only about $75,559 at 4% or $50,373 at 6%; with 50% employer match about $50,373 at 4% or $33,582 at 6%; with 100% employer match about $37,780 at 4% or $25,186 at 6%.
First Choice Insurance and Financial Services Inc 401K-8$104,085$24,179$3,022iApproximate average salary by contribution assumption: employee only about $75,559 at 4% or $50,373 at 6%; with 50% employer match about $50,373 at 4% or $33,582 at 6%; with 100% employer match about $37,780 at 4% or $25,186 at 6%.
2008110$57,677$23,724$2,372iApproximate average salary by contribution assumption: employee only about $59,310 at 4% or $39,540 at 6%; with 50% employer match about $39,540 at 4% or $26,360 at 6%; with 100% employer match about $29,655 at 4% or $19,770 at 6%.
First Choice Insurance and Financial Services Inc 401K-10$57,677$23,724$2,372iApproximate average salary by contribution assumption: employee only about $59,310 at 4% or $39,540 at 6%; with 50% employer match about $39,540 at 4% or $26,360 at 6%; with 100% employer match about $29,655 at 4% or $19,770 at 6%.
200718$72,581$18,567$2,321iApproximate average salary by contribution assumption: employee only about $58,022 at 4% or $38,681 at 6%; with 50% employer match about $38,681 at 4% or $25,788 at 6%; with 100% employer match about $29,011 at 4% or $19,341 at 6%.
First Choice Insurance and Financial Services Inc 401K-8$72,581$18,567$2,321iApproximate average salary by contribution assumption: employee only about $58,022 at 4% or $38,681 at 6%; with 50% employer match about $38,681 at 4% or $25,788 at 6%; with 100% employer match about $29,011 at 4% or $19,341 at 6%.
200616$52,376$27,073$4,512iApproximate average salary by contribution assumption: employee only about $112,804 at 4% or $75,203 at 6%; with 50% employer match about $75,203 at 4% or $50,135 at 6%; with 100% employer match about $56,402 at 4% or $37,601 at 6%.
First Choice Insurance and Financial Services Inc 401K-6$52,376$27,073$4,512iApproximate average salary by contribution assumption: employee only about $112,804 at 4% or $75,203 at 6%; with 50% employer match about $75,203 at 4% or $50,135 at 6%; with 100% employer match about $56,402 at 4% or $37,601 at 6%.
200518$29,301$18,228$2,279iApproximate average salary by contribution assumption: employee only about $56,963 at 4% or $37,975 at 6%; with 50% employer match about $37,975 at 4% or $25,317 at 6%; with 100% employer match about $28,481 at 4% or $18,988 at 6%.
First Choice Insurance and Financial Services Inc 401K-8$29,301$18,228$2,279iApproximate average salary by contribution assumption: employee only about $56,963 at 4% or $37,975 at 6%; with 50% employer match about $37,975 at 4% or $25,317 at 6%; with 100% employer match about $28,481 at 4% or $18,988 at 6%.