Civic Intelligence

Whitecap Insurance Services

Plan context: Whitecap Insurance Services 401(K) Plan

EIN 68-0309203 • San Rafael, CA • 19 filings • 2 plans

23 Oak Ridge RoadSan Rafael, CA 94903
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,082,639

2024 Contributions

$102,481

Historical Graphs

Total Assets Over Time

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

$3,082,639$1,541,320$0200620162024YearValue
$3,082,639Latest year 2024

Participants Over Time

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

1160200620152024YearValue
7Latest 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
202417$3,082,639$102,481$14,640iApproximate average salary by contribution assumption: employee only about $366,004 at 4% or $244,002 at 6%; with 50% employer match about $244,002 at 4% or $162,668 at 6%; with 100% employer match about $183,002 at 4% or $122,001 at 6%.
Whitecap Insurance Services 401(K) Plan-7$3,082,639$102,481$14,640iApproximate average salary by contribution assumption: employee only about $366,004 at 4% or $244,002 at 6%; with 50% employer match about $244,002 at 4% or $162,668 at 6%; with 100% employer match about $183,002 at 4% or $122,001 at 6%.
202318$2,666,319$111,597$13,950iApproximate average salary by contribution assumption: employee only about $348,741 at 4% or $232,494 at 6%; with 50% employer match about $232,494 at 4% or $154,996 at 6%; with 100% employer match about $174,370 at 4% or $116,247 at 6%.
Whitecap Insurance Services 401(K) Plan-8$2,666,319$111,597$13,950iApproximate average salary by contribution assumption: employee only about $348,741 at 4% or $232,494 at 6%; with 50% employer match about $232,494 at 4% or $154,996 at 6%; with 100% employer match about $174,370 at 4% or $116,247 at 6%.
202218$2,243,513$102,639$12,830iApproximate average salary by contribution assumption: employee only about $320,747 at 4% or $213,831 at 6%; with 50% employer match about $213,831 at 4% or $142,554 at 6%; with 100% employer match about $160,373 at 4% or $106,916 at 6%.
Whitecap Insurance Services 401(K) Plan-8$2,243,513$102,639$12,830iApproximate average salary by contribution assumption: employee only about $320,747 at 4% or $213,831 at 6%; with 50% employer match about $213,831 at 4% or $142,554 at 6%; with 100% employer match about $160,373 at 4% or $106,916 at 6%.
202118$2,562,747$122,114$15,264iApproximate average salary by contribution assumption: employee only about $381,606 at 4% or $254,404 at 6%; with 50% employer match about $254,404 at 4% or $169,603 at 6%; with 100% employer match about $190,803 at 4% or $127,202 at 6%.
Whitecap Insurance Services 401(K) Plan-8$2,562,747$122,114$15,264iApproximate average salary by contribution assumption: employee only about $381,606 at 4% or $254,404 at 6%; with 50% employer match about $254,404 at 4% or $169,603 at 6%; with 100% employer match about $190,803 at 4% or $127,202 at 6%.
202018$2,222,256$117,306$14,663iApproximate average salary by contribution assumption: employee only about $366,581 at 4% or $244,388 at 6%; with 50% employer match about $244,388 at 4% or $162,925 at 6%; with 100% employer match about $183,291 at 4% or $122,194 at 6%.
Whitecap Insurance Services 401(K) Plan-8$2,222,256$117,306$14,663iApproximate average salary by contribution assumption: employee only about $366,581 at 4% or $244,388 at 6%; with 50% employer match about $244,388 at 4% or $162,925 at 6%; with 100% employer match about $183,291 at 4% or $122,194 at 6%.
2019111$2,150,391$109,866$9,988iApproximate average salary by contribution assumption: employee only about $249,695 at 4% or $166,464 at 6%; with 50% employer match about $166,464 at 4% or $110,976 at 6%; with 100% employer match about $124,848 at 4% or $83,232 at 6%.
Whitecap Insurance Services 401(K) Plan-11$2,150,391$109,866$9,988iApproximate average salary by contribution assumption: employee only about $249,695 at 4% or $166,464 at 6%; with 50% employer match about $166,464 at 4% or $110,976 at 6%; with 100% employer match about $124,848 at 4% or $83,232 at 6%.
2018110$1,819,707$104,418$10,442iApproximate average salary by contribution assumption: employee only about $261,045 at 4% or $174,030 at 6%; with 50% employer match about $174,030 at 4% or $116,020 at 6%; with 100% employer match about $130,522 at 4% or $87,015 at 6%.
Whitecap Insurance Services 401(K) Plan-10$1,819,707$104,418$10,442iApproximate average salary by contribution assumption: employee only about $261,045 at 4% or $174,030 at 6%; with 50% employer match about $174,030 at 4% or $116,020 at 6%; with 100% employer match about $130,522 at 4% or $87,015 at 6%.
201719$1,762,415$100,346$11,150iApproximate average salary by contribution assumption: employee only about $278,739 at 4% or $185,826 at 6%; with 50% employer match about $185,826 at 4% or $123,884 at 6%; with 100% employer match about $139,369 at 4% or $92,913 at 6%.
Whitecap Insurance Services 401(K) Plan-9$1,762,415$100,346$11,150iApproximate average salary by contribution assumption: employee only about $278,739 at 4% or $185,826 at 6%; with 50% employer match about $185,826 at 4% or $123,884 at 6%; with 100% employer match about $139,369 at 4% or $92,913 at 6%.
201619$1,408,077$94,973$10,553iApproximate average salary by contribution assumption: employee only about $263,814 at 4% or $175,876 at 6%; with 50% employer match about $175,876 at 4% or $117,251 at 6%; with 100% employer match about $131,907 at 4% or $87,938 at 6%.
Whitecap Insurance Services 401(K) Plan-9$1,408,077$94,973$10,553iApproximate average salary by contribution assumption: employee only about $263,814 at 4% or $175,876 at 6%; with 50% employer match about $175,876 at 4% or $117,251 at 6%; with 100% employer match about $131,907 at 4% or $87,938 at 6%.
201518$1,191,112$92,974$11,622iApproximate average salary by contribution assumption: employee only about $290,544 at 4% or $193,696 at 6%; with 50% employer match about $193,696 at 4% or $129,131 at 6%; with 100% employer match about $145,272 at 4% or $96,848 at 6%.
Whitecap Insurance Services 401(K) Plan-8$1,191,112$92,974$11,622iApproximate average salary by contribution assumption: employee only about $290,544 at 4% or $193,696 at 6%; with 50% employer match about $193,696 at 4% or $129,131 at 6%; with 100% employer match about $145,272 at 4% or $96,848 at 6%.
201419$1,112,034$88,445$9,827iApproximate average salary by contribution assumption: employee only about $245,681 at 4% or $163,787 at 6%; with 50% employer match about $163,787 at 4% or $109,191 at 6%; with 100% employer match about $122,840 at 4% or $81,894 at 6%.
Whitecap Insurance Services 401(K) Plan-9$1,112,034$88,445$9,827iApproximate average salary by contribution assumption: employee only about $245,681 at 4% or $163,787 at 6%; with 50% employer match about $163,787 at 4% or $109,191 at 6%; with 100% employer match about $122,840 at 4% or $81,894 at 6%.
201317$938,137$80,010$11,430iApproximate average salary by contribution assumption: employee only about $285,750 at 4% or $190,500 at 6%; with 50% employer match about $190,500 at 4% or $127,000 at 6%; with 100% employer match about $142,875 at 4% or $95,250 at 6%.
Whitecap Insurance Services 401(K) Plan-7$938,137$80,010$11,430iApproximate average salary by contribution assumption: employee only about $285,750 at 4% or $190,500 at 6%; with 50% employer match about $190,500 at 4% or $127,000 at 6%; with 100% employer match about $142,875 at 4% or $95,250 at 6%.
201217$720,431$85,192$12,170iApproximate average salary by contribution assumption: employee only about $304,257 at 4% or $202,838 at 6%; with 50% employer match about $202,838 at 4% or $135,225 at 6%; with 100% employer match about $152,129 at 4% or $101,419 at 6%.
Whitecap Insurance Services 401(K) Plan-7$720,431$85,192$12,170iApproximate average salary by contribution assumption: employee only about $304,257 at 4% or $202,838 at 6%; with 50% employer match about $202,838 at 4% or $135,225 at 6%; with 100% employer match about $152,129 at 4% or $101,419 at 6%.
201116$571,577$104,443$17,407iApproximate average salary by contribution assumption: employee only about $435,179 at 4% or $290,119 at 6%; with 50% employer match about $290,119 at 4% or $193,413 at 6%; with 100% employer match about $217,590 at 4% or $145,060 at 6%.
Whitecap Insurance Services 401(K) Plan-6$571,577$104,443$17,407iApproximate average salary by contribution assumption: employee only about $435,179 at 4% or $290,119 at 6%; with 50% employer match about $290,119 at 4% or $193,413 at 6%; with 100% employer match about $217,590 at 4% or $145,060 at 6%.
201016$479,933$85,000$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
Whitecap Insurance Services 401(K) Plan-6$479,933$85,000$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
200915$348,032$81,540$16,308iApproximate average salary by contribution assumption: employee only about $407,700 at 4% or $271,800 at 6%; with 50% employer match about $271,800 at 4% or $181,200 at 6%; with 100% employer match about $203,850 at 4% or $135,900 at 6%.
Whitecap Insurance Services 401(K) Plan-5$348,032$81,540$16,308iApproximate average salary by contribution assumption: employee only about $407,700 at 4% or $271,800 at 6%; with 50% employer match about $271,800 at 4% or $181,200 at 6%; with 100% employer match about $203,850 at 4% or $135,900 at 6%.
200813$203,382$63,923$21,308iApproximate average salary by contribution assumption: employee only about $532,692 at 4% or $355,128 at 6%; with 50% employer match about $355,128 at 4% or $236,752 at 6%; with 100% employer match about $266,346 at 4% or $177,564 at 6%.
Whitecap Insurance Services 401(K) Plan-3$203,382$63,923$21,308iApproximate average salary by contribution assumption: employee only about $532,692 at 4% or $355,128 at 6%; with 50% employer match about $355,128 at 4% or $236,752 at 6%; with 100% employer match about $266,346 at 4% or $177,564 at 6%.
200714$0$0-
Whitecap Insurance Services 401(K) Plan-4---
200614$150,628$140,328$35,082iApproximate average salary by contribution assumption: employee only about $877,050 at 4% or $584,700 at 6%; with 50% employer match about $584,700 at 4% or $389,800 at 6%; with 100% employer match about $438,525 at 4% or $292,350 at 6%.
Whitecap Insurance Services 401(K) Plan-4$150,628$140,328$35,082iApproximate average salary by contribution assumption: employee only about $877,050 at 4% or $584,700 at 6%; with 50% employer match about $584,700 at 4% or $389,800 at 6%; with 100% employer match about $438,525 at 4% or $292,350 at 6%.