Civic Intelligence

Annuity Marketing Services

Plan context: Annuity Marketing 401K Plan

EIN 72-1202003 • Baton Rouge, LA • 21 filings • 5 plans

1700 City Club Drive, Suite BBaton Rouge, LA 70806
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$5,084,798

2024 Contributions

$1,244,416

Historical Graphs

Total Assets Over Time

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

$5,084,798$2,542,399$0200420142024YearValue
$5,084,798Latest year 2024

Participants Over Time

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

50250200420142024YearValue
47Latest 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
2024147$5,084,798$1,244,416$26,477iApproximate average salary by contribution assumption: employee only about $661,923 at 4% or $441,282 at 6%; with 50% employer match about $441,282 at 4% or $294,188 at 6%; with 100% employer match about $330,962 at 4% or $220,641 at 6%.
Annuity Marketing 401K Plan-47$5,084,798$1,244,416$26,477iApproximate average salary by contribution assumption: employee only about $661,923 at 4% or $441,282 at 6%; with 50% employer match about $441,282 at 4% or $294,188 at 6%; with 100% employer match about $330,962 at 4% or $220,641 at 6%.
2023150$4,698,050$829,485$16,590iApproximate average salary by contribution assumption: employee only about $414,743 at 4% or $276,495 at 6%; with 50% employer match about $276,495 at 4% or $184,330 at 6%; with 100% employer match about $207,371 at 4% or $138,248 at 6%.
Annuity Marketing 401K Plan-50$4,698,050$829,485$16,590iApproximate average salary by contribution assumption: employee only about $414,743 at 4% or $276,495 at 6%; with 50% employer match about $276,495 at 4% or $184,330 at 6%; with 100% employer match about $207,371 at 4% or $138,248 at 6%.
2022143$3,344,840$617,312$14,356iApproximate average salary by contribution assumption: employee only about $358,902 at 4% or $239,268 at 6%; with 50% employer match about $239,268 at 4% or $159,512 at 6%; with 100% employer match about $179,451 at 4% or $119,634 at 6%.
Annuity Marketing 401K Plan-43$3,344,840$617,312$14,356iApproximate average salary by contribution assumption: employee only about $358,902 at 4% or $239,268 at 6%; with 50% employer match about $239,268 at 4% or $159,512 at 6%; with 100% employer match about $179,451 at 4% or $119,634 at 6%.
2021130$3,372,561$337,020$11,234iApproximate average salary by contribution assumption: employee only about $280,850 at 4% or $187,233 at 6%; with 50% employer match about $187,233 at 4% or $124,822 at 6%; with 100% employer match about $140,425 at 4% or $93,617 at 6%.
Annuity Marketing 401K Plan-30$3,372,561$337,020$11,234iApproximate average salary by contribution assumption: employee only about $280,850 at 4% or $187,233 at 6%; with 50% employer match about $187,233 at 4% or $124,822 at 6%; with 100% employer match about $140,425 at 4% or $93,617 at 6%.
2020124$3,057,175$276,768$11,532iApproximate average salary by contribution assumption: employee only about $288,300 at 4% or $192,200 at 6%; with 50% employer match about $192,200 at 4% or $128,133 at 6%; with 100% employer match about $144,150 at 4% or $96,100 at 6%.
Annuity Marketing 401K Plan-24$3,057,175$276,768$11,532iApproximate average salary by contribution assumption: employee only about $288,300 at 4% or $192,200 at 6%; with 50% employer match about $192,200 at 4% or $128,133 at 6%; with 100% employer match about $144,150 at 4% or $96,100 at 6%.
2019126$2,598,286$280,947$10,806iApproximate average salary by contribution assumption: employee only about $270,141 at 4% or $180,094 at 6%; with 50% employer match about $180,094 at 4% or $120,063 at 6%; with 100% employer match about $135,071 at 4% or $90,047 at 6%.
Annuity Marketing 401K Plan-26$2,598,286$280,947$10,806iApproximate average salary by contribution assumption: employee only about $270,141 at 4% or $180,094 at 6%; with 50% employer match about $180,094 at 4% or $120,063 at 6%; with 100% employer match about $135,071 at 4% or $90,047 at 6%.
2018129$3,346,302$302,703$10,438iApproximate average salary by contribution assumption: employee only about $260,951 at 4% or $173,967 at 6%; with 50% employer match about $173,967 at 4% or $115,978 at 6%; with 100% employer match about $130,475 at 4% or $86,984 at 6%.
Annuity Marketing 401K Plan-29$3,346,302$302,703$10,438iApproximate average salary by contribution assumption: employee only about $260,951 at 4% or $173,967 at 6%; with 50% employer match about $173,967 at 4% or $115,978 at 6%; with 100% employer match about $130,475 at 4% or $86,984 at 6%.
2017129$3,237,794$292,000$10,069iApproximate average salary by contribution assumption: employee only about $251,724 at 4% or $167,816 at 6%; with 50% employer match about $167,816 at 4% or $111,877 at 6%; with 100% employer match about $125,862 at 4% or $83,908 at 6%.
Annuity Marketing 401K Plan-29$3,237,794$292,000$10,069iApproximate average salary by contribution assumption: employee only about $251,724 at 4% or $167,816 at 6%; with 50% employer match about $167,816 at 4% or $111,877 at 6%; with 100% employer match about $125,862 at 4% or $83,908 at 6%.
2016124$2,543,848$280,409$11,684iApproximate average salary by contribution assumption: employee only about $292,093 at 4% or $194,728 at 6%; with 50% employer match about $194,728 at 4% or $129,819 at 6%; with 100% employer match about $146,046 at 4% or $97,364 at 6%.
Annuity Marketing 401K Plan-24$2,543,848$280,409$11,684iApproximate average salary by contribution assumption: employee only about $292,093 at 4% or $194,728 at 6%; with 50% employer match about $194,728 at 4% or $129,819 at 6%; with 100% employer match about $146,046 at 4% or $97,364 at 6%.
2015122$2,048,568$276,386$12,563iApproximate average salary by contribution assumption: employee only about $314,075 at 4% or $209,383 at 6%; with 50% employer match about $209,383 at 4% or $139,589 at 6%; with 100% employer match about $157,038 at 4% or $104,692 at 6%.
Annuity Marketing 401K Plan-22$2,048,568$276,386$12,563iApproximate average salary by contribution assumption: employee only about $314,075 at 4% or $209,383 at 6%; with 50% employer match about $209,383 at 4% or $139,589 at 6%; with 100% employer match about $157,038 at 4% or $104,692 at 6%.
2014123$1,787,714$225,967$9,825iApproximate average salary by contribution assumption: employee only about $245,616 at 4% or $163,744 at 6%; with 50% employer match about $163,744 at 4% or $109,163 at 6%; with 100% employer match about $122,808 at 4% or $81,872 at 6%.
Annuity Marketing 401K Plan-23$1,787,714$225,967$9,825iApproximate average salary by contribution assumption: employee only about $245,616 at 4% or $163,744 at 6%; with 50% employer match about $163,744 at 4% or $109,163 at 6%; with 100% employer match about $122,808 at 4% or $81,872 at 6%.
2013120$1,435,075$207,131$10,357iApproximate average salary by contribution assumption: employee only about $258,914 at 4% or $172,609 at 6%; with 50% employer match about $172,609 at 4% or $115,073 at 6%; with 100% employer match about $129,457 at 4% or $86,305 at 6%.
Annuity Marketing 401K Plan-20$1,435,075$207,131$10,357iApproximate average salary by contribution assumption: employee only about $258,914 at 4% or $172,609 at 6%; with 50% employer match about $172,609 at 4% or $115,073 at 6%; with 100% employer match about $129,457 at 4% or $86,305 at 6%.
2012115$978,736$152,480$10,165iApproximate average salary by contribution assumption: employee only about $254,133 at 4% or $169,422 at 6%; with 50% employer match about $169,422 at 4% or $112,948 at 6%; with 100% employer match about $127,067 at 4% or $84,711 at 6%.
Annuity Marketing 401K Plan-15$978,736$152,480$10,165iApproximate average salary by contribution assumption: employee only about $254,133 at 4% or $169,422 at 6%; with 50% employer match about $169,422 at 4% or $112,948 at 6%; with 100% employer match about $127,067 at 4% or $84,711 at 6%.
2011115$731,990$130,613$8,708iApproximate average salary by contribution assumption: employee only about $217,688 at 4% or $145,126 at 6%; with 50% employer match about $145,126 at 4% or $96,750 at 6%; with 100% employer match about $108,844 at 4% or $72,563 at 6%.
Annuity Marketing 401K Plan-15$731,990$130,613$8,708iApproximate average salary by contribution assumption: employee only about $217,688 at 4% or $145,126 at 6%; with 50% employer match about $145,126 at 4% or $96,750 at 6%; with 100% employer match about $108,844 at 4% or $72,563 at 6%.
2010111$607,459$113,447$10,313iApproximate average salary by contribution assumption: employee only about $257,834 at 4% or $171,889 at 6%; with 50% employer match about $171,889 at 4% or $114,593 at 6%; with 100% employer match about $128,917 at 4% or $85,945 at 6%.
Annuity Marketing 401K Plan-11$607,459$113,447$10,313iApproximate average salary by contribution assumption: employee only about $257,834 at 4% or $171,889 at 6%; with 50% employer match about $171,889 at 4% or $114,593 at 6%; with 100% employer match about $128,917 at 4% or $85,945 at 6%.
2009111$426,518$104,109$9,464iApproximate average salary by contribution assumption: employee only about $236,611 at 4% or $157,741 at 6%; with 50% employer match about $157,741 at 4% or $105,161 at 6%; with 100% employer match about $118,306 at 4% or $78,870 at 6%.
Annuity Marketing 401K Plan-11$426,518$104,109$9,464iApproximate average salary by contribution assumption: employee only about $236,611 at 4% or $157,741 at 6%; with 50% employer match about $157,741 at 4% or $105,161 at 6%; with 100% employer match about $118,306 at 4% or $78,870 at 6%.
2008111$231,457$97,367$8,852iApproximate average salary by contribution assumption: employee only about $221,289 at 4% or $147,526 at 6%; with 50% employer match about $147,526 at 4% or $98,351 at 6%; with 100% employer match about $110,644 at 4% or $73,763 at 6%.
Annuity Marketing 401K Plan-11$231,457$97,367$8,852iApproximate average salary by contribution assumption: employee only about $221,289 at 4% or $147,526 at 6%; with 50% employer match about $147,526 at 4% or $98,351 at 6%; with 100% employer match about $110,644 at 4% or $73,763 at 6%.
2007111$260,009$89,955$8,178iApproximate average salary by contribution assumption: employee only about $204,443 at 4% or $136,295 at 6%; with 50% employer match about $136,295 at 4% or $90,864 at 6%; with 100% employer match about $102,222 at 4% or $68,148 at 6%.
Annuity Marketing 401K Plan-11$260,009$89,955$8,178iApproximate average salary by contribution assumption: employee only about $204,443 at 4% or $136,295 at 6%; with 50% employer match about $136,295 at 4% or $90,864 at 6%; with 100% employer match about $102,222 at 4% or $68,148 at 6%.
200618$155,753$56,314$7,039iApproximate average salary by contribution assumption: employee only about $175,981 at 4% or $117,321 at 6%; with 50% employer match about $117,321 at 4% or $78,214 at 6%; with 100% employer match about $87,991 at 4% or $58,660 at 6%.
Annuity Marketing 401K Plan-8$155,753$56,314$7,039iApproximate average salary by contribution assumption: employee only about $175,981 at 4% or $117,321 at 6%; with 50% employer match about $117,321 at 4% or $78,214 at 6%; with 100% employer match about $87,991 at 4% or $58,660 at 6%.
200518$83,528$49,739$6,217iApproximate average salary by contribution assumption: employee only about $155,434 at 4% or $103,623 at 6%; with 50% employer match about $103,623 at 4% or $69,082 at 6%; with 100% employer match about $77,717 at 4% or $51,811 at 6%.
Annuity Marketing 401K Plan-8$83,528$49,739$6,217iApproximate average salary by contribution assumption: employee only about $155,434 at 4% or $103,623 at 6%; with 50% employer match about $103,623 at 4% or $69,082 at 6%; with 100% employer match about $77,717 at 4% or $51,811 at 6%.
200418$28,065$27,303$3,413iApproximate average salary by contribution assumption: employee only about $85,322 at 4% or $56,881 at 6%; with 50% employer match about $56,881 at 4% or $37,921 at 6%; with 100% employer match about $42,661 at 4% or $28,441 at 6%.
Annuity Marketing 401K Plan-8$28,065$27,303$3,413iApproximate average salary by contribution assumption: employee only about $85,322 at 4% or $56,881 at 6%; with 50% employer match about $56,881 at 4% or $37,921 at 6%; with 100% employer match about $42,661 at 4% or $28,441 at 6%.