Civic Intelligence

Secure West Insurance Marketing Inc.

Plan context: SECURE WEST INSURANCE MARKETING, INC RETIREMENT TRUST

EIN 68-0088845 • Pleasanton, CA • 15 filings • 4 plans

3099 Bersano CTPleasanton, CA 94566-2105
Current Snapshot

Latest Year

2019

2019 Participants

11

2019 Assets

$423,308

2019 Contributions

$51,000

Historical Graphs

Total Assets Over Time

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

$1,213,123$606,562$0199920072019YearValue
$423,308Latest year 2019

Participants Over Time

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

1160199920062019YearValue
11Latest year 2019

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
2019111$423,308$0-
SECURE WEST INSURANCE MARKETING, INC RETIREMENT TRUST-11$423,308$0-
201111$855,869$0-
Secure West Insurance Marketing Inc. 401K Profit Sharing Plan-1$855,869--
201011$1,002,695$0-
Secure West Insurance Marketing Inc. 401K Profit Sharing Plan-1$1,002,695--
200911$1,083,559$0-
Secure West Insurance Marketing Inc. 401K Profit Sharing Plan-1$1,083,559--
200811$1,022,223$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Secure West Insurance Marketing Inc. 401K Profit Sharing Plan-1$1,022,223$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
200711$1,213,123$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Secure West Insurance Marketing Inc. 401K Profit Sharing Plan-1$1,213,123$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200611$1,146,946$3,971$3,971iApproximate average salary by contribution assumption: employee only about $99,275 at 4% or $66,183 at 6%; with 50% employer match about $66,183 at 4% or $44,122 at 6%; with 100% employer match about $49,638 at 4% or $33,092 at 6%.
Secure West Insurance Marketing Inc. 401K Profit Sharing Plan-1$1,146,946$3,971$3,971iApproximate average salary by contribution assumption: employee only about $99,275 at 4% or $66,183 at 6%; with 50% employer match about $66,183 at 4% or $44,122 at 6%; with 100% employer match about $49,638 at 4% or $33,092 at 6%.
200511$896,167$5,040$5,040iApproximate average salary by contribution assumption: employee only about $126,000 at 4% or $84,000 at 6%; with 50% employer match about $84,000 at 4% or $56,000 at 6%; with 100% employer match about $63,000 at 4% or $42,000 at 6%.
Secure West Insurance Marketing Inc. 401K Profit Sharing Plan-1$896,167$5,040$5,040iApproximate average salary by contribution assumption: employee only about $126,000 at 4% or $84,000 at 6%; with 50% employer match about $84,000 at 4% or $56,000 at 6%; with 100% employer match about $63,000 at 4% or $42,000 at 6%.
200411$787,890$0-
Secure West Insurance Marketing Inc. 401K Profit Sharing Plan-1$787,890--
200311$715,219$4,400$4,400iApproximate average salary by contribution assumption: employee only about $110,000 at 4% or $73,333 at 6%; with 50% employer match about $73,333 at 4% or $48,889 at 6%; with 100% employer match about $55,000 at 4% or $36,667 at 6%.
Secure West Insurance Marketing Inc. 401K Profit Sharing Plan-1$715,219$4,400$4,400iApproximate average salary by contribution assumption: employee only about $110,000 at 4% or $73,333 at 6%; with 50% employer match about $73,333 at 4% or $48,889 at 6%; with 100% employer match about $55,000 at 4% or $36,667 at 6%.
200210$0$0-
SECURE WEST INSURANCE MARKETING, INC. MONEY PURCHASE PENSION PLAN-0---
200122$677,007$38,424$19,212iApproximate average salary by contribution assumption: employee only about $480,300 at 4% or $320,200 at 6%; with 50% employer match about $320,200 at 4% or $213,467 at 6%; with 100% employer match about $240,150 at 4% or $160,100 at 6%.
Secure West Insurance Marketing Inc. 401K Profit Sharing Plan-2$658,344$19,761$9,881iApproximate average salary by contribution assumption: employee only about $247,013 at 4% or $164,675 at 6%; with 50% employer match about $164,675 at 4% or $109,783 at 6%; with 100% employer match about $123,506 at 4% or $82,338 at 6%.
SECURE WEST INSURANCE MARKETING, INC. MONEY PURCHASE PENSION PLAN-2$18,663$18,663$9,332iApproximate average salary by contribution assumption: employee only about $233,288 at 4% or $155,525 at 6%; with 50% employer match about $155,525 at 4% or $103,683 at 6%; with 100% employer match about $116,644 at 4% or $77,763 at 6%.
200011$0$0-
Secure West Insurance Marketing Inc. 401K Profit Sharing Plan-1---
199912$746,735$14,614$7,307iApproximate average salary by contribution assumption: employee only about $182,675 at 4% or $121,783 at 6%; with 50% employer match about $121,783 at 4% or $81,189 at 6%; with 100% employer match about $91,338 at 4% or $60,892 at 6%.
Secure West Insurance Marketing Inc. 401K Profit Sharing Plan-2$746,735$14,614$7,307iApproximate average salary by contribution assumption: employee only about $182,675 at 4% or $121,783 at 6%; with 50% employer match about $121,783 at 4% or $81,189 at 6%; with 100% employer match about $91,338 at 4% or $60,892 at 6%.