Civic Intelligence

Wright & Kimbrough Insurance Servic

Plan context: Wright & Kimbrough 401K Profit Sharing Plan

EIN 68-0029643 • Roseville, CA • 30 filings • 4 plans

3017 Douglas Blvd, Suite 300Roseville, CA 95661
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$2,252,696

2025 Contributions

$74,355

Historical Graphs

Total Assets Over Time

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

$2,252,696$1,126,348$0199920132025YearValue
$2,252,696Latest year 2025

Participants Over Time

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

1160199920122025YearValue
4Latest year 2025

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
202514$2,252,696$74,355$18,589iApproximate average salary by contribution assumption: employee only about $464,719 at 4% or $309,813 at 6%; with 50% employer match about $309,813 at 4% or $206,542 at 6%; with 100% employer match about $232,359 at 4% or $154,906 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-4$2,252,696$74,355$18,589iApproximate average salary by contribution assumption: employee only about $464,719 at 4% or $309,813 at 6%; with 50% employer match about $309,813 at 4% or $206,542 at 6%; with 100% employer match about $232,359 at 4% or $154,906 at 6%.
202415$2,200,849$37,206$7,441iApproximate average salary by contribution assumption: employee only about $186,030 at 4% or $124,020 at 6%; with 50% employer match about $124,020 at 4% or $82,680 at 6%; with 100% employer match about $93,015 at 4% or $62,010 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-5$2,200,849$37,206$7,441iApproximate average salary by contribution assumption: employee only about $186,030 at 4% or $124,020 at 6%; with 50% employer match about $124,020 at 4% or $82,680 at 6%; with 100% employer match about $93,015 at 4% or $62,010 at 6%.
202315$2,090,740$67,180$13,436iApproximate average salary by contribution assumption: employee only about $335,900 at 4% or $223,933 at 6%; with 50% employer match about $223,933 at 4% or $149,289 at 6%; with 100% employer match about $167,950 at 4% or $111,967 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-5$2,090,740$67,180$13,436iApproximate average salary by contribution assumption: employee only about $335,900 at 4% or $223,933 at 6%; with 50% employer match about $223,933 at 4% or $149,289 at 6%; with 100% employer match about $167,950 at 4% or $111,967 at 6%.
202215$1,955,714$35,319$7,064iApproximate average salary by contribution assumption: employee only about $176,595 at 4% or $117,730 at 6%; with 50% employer match about $117,730 at 4% or $78,487 at 6%; with 100% employer match about $88,298 at 4% or $58,865 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-5$1,955,714$35,319$7,064iApproximate average salary by contribution assumption: employee only about $176,595 at 4% or $117,730 at 6%; with 50% employer match about $117,730 at 4% or $78,487 at 6%; with 100% employer match about $88,298 at 4% or $58,865 at 6%.
202115$1,862,648$73,954$14,791iApproximate average salary by contribution assumption: employee only about $369,770 at 4% or $246,513 at 6%; with 50% employer match about $246,513 at 4% or $164,342 at 6%; with 100% employer match about $184,885 at 4% or $123,257 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-5$1,862,648$73,954$14,791iApproximate average salary by contribution assumption: employee only about $369,770 at 4% or $246,513 at 6%; with 50% employer match about $246,513 at 4% or $164,342 at 6%; with 100% employer match about $184,885 at 4% or $123,257 at 6%.
202015$1,725,820$86,617$17,323iApproximate average salary by contribution assumption: employee only about $433,085 at 4% or $288,723 at 6%; with 50% employer match about $288,723 at 4% or $192,482 at 6%; with 100% employer match about $216,543 at 4% or $144,362 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-5$1,725,820$86,617$17,323iApproximate average salary by contribution assumption: employee only about $433,085 at 4% or $288,723 at 6%; with 50% employer match about $288,723 at 4% or $192,482 at 6%; with 100% employer match about $216,543 at 4% or $144,362 at 6%.
201915$1,777,203$49,559$9,912iApproximate average salary by contribution assumption: employee only about $247,795 at 4% or $165,197 at 6%; with 50% employer match about $165,197 at 4% or $110,131 at 6%; with 100% employer match about $123,897 at 4% or $82,598 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-5$1,777,203$49,559$9,912iApproximate average salary by contribution assumption: employee only about $247,795 at 4% or $165,197 at 6%; with 50% employer match about $165,197 at 4% or $110,131 at 6%; with 100% employer match about $123,897 at 4% or $82,598 at 6%.
201815$1,666,629$133,783$26,757iApproximate average salary by contribution assumption: employee only about $668,915 at 4% or $445,943 at 6%; with 50% employer match about $445,943 at 4% or $297,296 at 6%; with 100% employer match about $334,458 at 4% or $222,972 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-5$1,666,629$133,783$26,757iApproximate average salary by contribution assumption: employee only about $668,915 at 4% or $445,943 at 6%; with 50% employer match about $445,943 at 4% or $297,296 at 6%; with 100% employer match about $334,458 at 4% or $222,972 at 6%.
201715$1,480,940$123,100$24,620iApproximate average salary by contribution assumption: employee only about $615,500 at 4% or $410,333 at 6%; with 50% employer match about $410,333 at 4% or $273,556 at 6%; with 100% employer match about $307,750 at 4% or $205,167 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-5$1,480,940$123,100$24,620iApproximate average salary by contribution assumption: employee only about $615,500 at 4% or $410,333 at 6%; with 50% employer match about $410,333 at 4% or $273,556 at 6%; with 100% employer match about $307,750 at 4% or $205,167 at 6%.
201615$1,311,182$128,720$25,744iApproximate average salary by contribution assumption: employee only about $643,600 at 4% or $429,067 at 6%; with 50% employer match about $429,067 at 4% or $286,044 at 6%; with 100% employer match about $321,800 at 4% or $214,533 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-5$1,311,182$128,720$25,744iApproximate average salary by contribution assumption: employee only about $643,600 at 4% or $429,067 at 6%; with 50% employer match about $429,067 at 4% or $286,044 at 6%; with 100% employer match about $321,800 at 4% or $214,533 at 6%.
201515$1,142,605$130,433$26,087iApproximate average salary by contribution assumption: employee only about $652,165 at 4% or $434,777 at 6%; with 50% employer match about $434,777 at 4% or $289,851 at 6%; with 100% employer match about $326,083 at 4% or $217,388 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-5$1,142,605$130,433$26,087iApproximate average salary by contribution assumption: employee only about $652,165 at 4% or $434,777 at 6%; with 50% employer match about $434,777 at 4% or $289,851 at 6%; with 100% employer match about $326,083 at 4% or $217,388 at 6%.
201415$978,288$120,320$24,064iApproximate average salary by contribution assumption: employee only about $601,600 at 4% or $401,067 at 6%; with 50% employer match about $401,067 at 4% or $267,378 at 6%; with 100% employer match about $300,800 at 4% or $200,533 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-5$978,288$120,320$24,064iApproximate average salary by contribution assumption: employee only about $601,600 at 4% or $401,067 at 6%; with 50% employer match about $401,067 at 4% or $267,378 at 6%; with 100% employer match about $300,800 at 4% or $200,533 at 6%.
201317$1,175,286$113,317$16,188iApproximate average salary by contribution assumption: employee only about $404,704 at 4% or $269,802 at 6%; with 50% employer match about $269,802 at 4% or $179,868 at 6%; with 100% employer match about $202,352 at 4% or $134,901 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-7$1,175,286$113,317$16,188iApproximate average salary by contribution assumption: employee only about $404,704 at 4% or $269,802 at 6%; with 50% employer match about $269,802 at 4% or $179,868 at 6%; with 100% employer match about $202,352 at 4% or $134,901 at 6%.
2012110$1,050,862$122,611$12,261iApproximate average salary by contribution assumption: employee only about $306,528 at 4% or $204,352 at 6%; with 50% employer match about $204,352 at 4% or $136,234 at 6%; with 100% employer match about $153,264 at 4% or $102,176 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-10$1,050,862$122,611$12,261iApproximate average salary by contribution assumption: employee only about $306,528 at 4% or $204,352 at 6%; with 50% employer match about $204,352 at 4% or $136,234 at 6%; with 100% employer match about $153,264 at 4% or $102,176 at 6%.
201119$900,285$98,043$10,894iApproximate average salary by contribution assumption: employee only about $272,342 at 4% or $181,561 at 6%; with 50% employer match about $181,561 at 4% or $121,041 at 6%; with 100% employer match about $136,171 at 4% or $90,781 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-9$900,285$98,043$10,894iApproximate average salary by contribution assumption: employee only about $272,342 at 4% or $181,561 at 6%; with 50% employer match about $181,561 at 4% or $121,041 at 6%; with 100% employer match about $136,171 at 4% or $90,781 at 6%.
201019$855,820$51,123$5,680iApproximate average salary by contribution assumption: employee only about $142,008 at 4% or $94,672 at 6%; with 50% employer match about $94,672 at 4% or $63,115 at 6%; with 100% employer match about $71,004 at 4% or $47,336 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-9$855,820$51,123$5,680iApproximate average salary by contribution assumption: employee only about $142,008 at 4% or $94,672 at 6%; with 50% employer match about $94,672 at 4% or $63,115 at 6%; with 100% employer match about $71,004 at 4% or $47,336 at 6%.
2009110$808,466$38,772$3,877iApproximate average salary by contribution assumption: employee only about $96,930 at 4% or $64,620 at 6%; with 50% employer match about $64,620 at 4% or $43,080 at 6%; with 100% employer match about $48,465 at 4% or $32,310 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-10$808,466$38,772$3,877iApproximate average salary by contribution assumption: employee only about $96,930 at 4% or $64,620 at 6%; with 50% employer match about $64,620 at 4% or $43,080 at 6%; with 100% employer match about $48,465 at 4% or $32,310 at 6%.
200816$662,414$66,229$11,038iApproximate average salary by contribution assumption: employee only about $275,954 at 4% or $183,969 at 6%; with 50% employer match about $183,969 at 4% or $122,646 at 6%; with 100% employer match about $137,977 at 4% or $91,985 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-6$662,414$66,229$11,038iApproximate average salary by contribution assumption: employee only about $275,954 at 4% or $183,969 at 6%; with 50% employer match about $183,969 at 4% or $122,646 at 6%; with 100% employer match about $137,977 at 4% or $91,985 at 6%.
200717$0$0-
Wright & Kimbrough 401K Profit Sharing Plan-7---
200617$768,517$64,118$9,160iApproximate average salary by contribution assumption: employee only about $228,993 at 4% or $152,662 at 6%; with 50% employer match about $152,662 at 4% or $101,775 at 6%; with 100% employer match about $114,496 at 4% or $76,331 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-7$768,517$64,118$9,160iApproximate average salary by contribution assumption: employee only about $228,993 at 4% or $152,662 at 6%; with 50% employer match about $152,662 at 4% or $101,775 at 6%; with 100% employer match about $114,496 at 4% or $76,331 at 6%.
200519$991,863$76,808$8,534iApproximate average salary by contribution assumption: employee only about $213,356 at 4% or $142,237 at 6%; with 50% employer match about $142,237 at 4% or $94,825 at 6%; with 100% employer match about $106,678 at 4% or $71,119 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-9$991,863$76,808$8,534iApproximate average salary by contribution assumption: employee only about $213,356 at 4% or $142,237 at 6%; with 50% employer match about $142,237 at 4% or $94,825 at 6%; with 100% employer match about $106,678 at 4% or $71,119 at 6%.
200417$0$0-
Wright & Kimbrough 401K Profit Sharing Plan-7---
2003210$694,695$111,247$11,125iApproximate average salary by contribution assumption: employee only about $278,118 at 4% or $185,412 at 6%; with 50% employer match about $185,412 at 4% or $123,608 at 6%; with 100% employer match about $139,059 at 4% or $92,706 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-10$694,695$111,247$11,125iApproximate average salary by contribution assumption: employee only about $278,118 at 4% or $185,412 at 6%; with 50% employer match about $185,412 at 4% or $123,608 at 6%; with 100% employer match about $139,059 at 4% or $92,706 at 6%.
WRIGHT & KIMBROUGH INSURANCE SERVICES MONEY PURCHASE PENSION PLAN-0---
200226$474,735$121,825$20,304iApproximate average salary by contribution assumption: employee only about $507,604 at 4% or $338,403 at 6%; with 50% employer match about $338,403 at 4% or $225,602 at 6%; with 100% employer match about $253,802 at 4% or $169,201 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-6$431,917$102,753$17,126iApproximate average salary by contribution assumption: employee only about $428,138 at 4% or $285,425 at 6%; with 50% employer match about $285,425 at 4% or $190,283 at 6%; with 100% employer match about $214,069 at 4% or $142,713 at 6%.
WRIGHT & KIMBROUGH INSURANCE SERVICES MONEY PURCHASE PENSION PLAN-6$42,818$19,072$3,179iApproximate average salary by contribution assumption: employee only about $79,467 at 4% or $52,978 at 6%; with 50% employer match about $52,978 at 4% or $35,319 at 6%; with 100% employer match about $39,733 at 4% or $26,489 at 6%.
2001211$34,770$34,770$3,161iApproximate average salary by contribution assumption: employee only about $79,023 at 4% or $52,682 at 6%; with 50% employer match about $52,682 at 4% or $35,121 at 6%; with 100% employer match about $39,511 at 4% or $26,341 at 6%.
WRIGHT & KIMBROUGH INSURANCE SERVICES MONEY PURCHASE PENSION PLAN-11$34,770$34,770$3,161iApproximate average salary by contribution assumption: employee only about $79,023 at 4% or $52,682 at 6%; with 50% employer match about $52,682 at 4% or $35,121 at 6%; with 100% employer match about $39,511 at 4% or $26,341 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-11---
200019$362,392$90,177$10,020iApproximate average salary by contribution assumption: employee only about $250,492 at 4% or $166,994 at 6%; with 50% employer match about $166,994 at 4% or $111,330 at 6%; with 100% employer match about $125,246 at 4% or $83,497 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-9$362,392$90,177$10,020iApproximate average salary by contribution assumption: employee only about $250,492 at 4% or $166,994 at 6%; with 50% employer match about $166,994 at 4% or $111,330 at 6%; with 100% employer match about $125,246 at 4% or $83,497 at 6%.
199918$329,676$67,184$8,398iApproximate average salary by contribution assumption: employee only about $209,950 at 4% or $139,967 at 6%; with 50% employer match about $139,967 at 4% or $93,311 at 6%; with 100% employer match about $104,975 at 4% or $69,983 at 6%.
Wright & Kimbrough 401K Profit Sharing Plan-8$329,676$67,184$8,398iApproximate average salary by contribution assumption: employee only about $209,950 at 4% or $139,967 at 6%; with 50% employer match about $139,967 at 4% or $93,311 at 6%; with 100% employer match about $104,975 at 4% or $69,983 at 6%.