Civic Intelligence

Assurance Financial Group LLC

Plan context: Assurance Financial 401(K) Plan

EIN 72-1505298 • Baton Rouge, LA • 24 filings • 4 plans

9029 Jefferson Hwy Ste 100Baton Rouge, LA 70809
Current Snapshot

Latest Year

2024

2024 Participants

139

2024 Assets

$19,762,121

2024 Contributions

$1,434,966

Historical Graphs

Total Assets Over Time

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

$19,987,872$9,993,936$0201320192024YearValue
$19,762,121Latest year 2024

Participants Over Time

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

2411210201320192024YearValue
139Latest 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
20244139$19,762,121$1,434,966$10,323iApproximate average salary by contribution assumption: employee only about $258,087 at 4% or $172,058 at 6%; with 50% employer match about $172,058 at 4% or $114,706 at 6%; with 100% employer match about $129,044 at 4% or $86,029 at 6%.
Assurance Financial 401(K) Plan-139$19,762,121$1,434,966$10,323iApproximate average salary by contribution assumption: employee only about $258,087 at 4% or $172,058 at 6%; with 50% employer match about $172,058 at 4% or $114,706 at 6%; with 100% employer match about $129,044 at 4% or $86,029 at 6%.
Assurance Financial Medical Plan-112---
Assurance Financial Life/Ad&D Plan-99---
Assurance Financial Dental and Vision Plan-96---
20234158$19,367,434$1,198,483$7,585iApproximate average salary by contribution assumption: employee only about $189,633 at 4% or $126,422 at 6%; with 50% employer match about $126,422 at 4% or $84,282 at 6%; with 100% employer match about $94,817 at 4% or $63,211 at 6%.
Assurance Financial 401(K) Plan-158$19,367,434$1,198,483$7,585iApproximate average salary by contribution assumption: employee only about $189,633 at 4% or $126,422 at 6%; with 50% employer match about $126,422 at 4% or $84,282 at 6%; with 100% employer match about $94,817 at 4% or $63,211 at 6%.
Assurance Financial Medical Plan-112---
Assurance Financial Life/Ad&D Plan-133---
Assurance Financial Dental and Vision Plan-109---
20224203$17,236,290$2,630,660$12,959iApproximate average salary by contribution assumption: employee only about $323,973 at 4% or $215,982 at 6%; with 50% employer match about $215,982 at 4% or $143,988 at 6%; with 100% employer match about $161,986 at 4% or $107,991 at 6%.
Assurance Financial 401(K) Plan-203$17,236,290$2,630,660$12,959iApproximate average salary by contribution assumption: employee only about $323,973 at 4% or $215,982 at 6%; with 50% employer match about $215,982 at 4% or $143,988 at 6%; with 100% employer match about $161,986 at 4% or $107,991 at 6%.
Assurance Financial Medical Plan-138---
Assurance Financial Life/Ad&D Plan-130---
Assurance Financial Dental and Vision Plan-163---
20214240$19,987,872$3,594,419$14,977iApproximate average salary by contribution assumption: employee only about $374,419 at 4% or $249,612 at 6%; with 50% employer match about $249,612 at 4% or $166,408 at 6%; with 100% employer match about $187,209 at 4% or $124,806 at 6%.
Assurance Financial 401(K) Plan-240$19,987,872$3,594,419$14,977iApproximate average salary by contribution assumption: employee only about $374,419 at 4% or $249,612 at 6%; with 50% employer match about $249,612 at 4% or $166,408 at 6%; with 100% employer match about $187,209 at 4% or $124,806 at 6%.
Assurance Financial Medical Plan-165---
Assurance Financial Life/Ad&D Plan-169---
Assurance Financial Dental and Vision Plan-162---
20201241$15,333,595$3,046,175$12,640iApproximate average salary by contribution assumption: employee only about $315,993 at 4% or $210,662 at 6%; with 50% employer match about $210,662 at 4% or $140,441 at 6%; with 100% employer match about $157,997 at 4% or $105,331 at 6%.
Assurance Financial 401(K) Plan-241$15,333,595$3,046,175$12,640iApproximate average salary by contribution assumption: employee only about $315,993 at 4% or $210,662 at 6%; with 50% employer match about $210,662 at 4% or $140,441 at 6%; with 100% employer match about $157,997 at 4% or $105,331 at 6%.
20191192$10,652,585$2,230,198$11,616iApproximate average salary by contribution assumption: employee only about $290,390 at 4% or $193,594 at 6%; with 50% employer match about $193,594 at 4% or $129,062 at 6%; with 100% employer match about $145,195 at 4% or $96,797 at 6%.
Assurance Financial 401(K) Plan-192$10,652,585$2,230,198$11,616iApproximate average salary by contribution assumption: employee only about $290,390 at 4% or $193,594 at 6%; with 50% employer match about $193,594 at 4% or $129,062 at 6%; with 100% employer match about $145,195 at 4% or $96,797 at 6%.
20181220$7,575,743$2,053,014$9,332iApproximate average salary by contribution assumption: employee only about $233,297 at 4% or $155,531 at 6%; with 50% employer match about $155,531 at 4% or $103,688 at 6%; with 100% employer match about $116,649 at 4% or $77,766 at 6%.
Assurance Financial 401(K) Plan-220$7,575,743$2,053,014$9,332iApproximate average salary by contribution assumption: employee only about $233,297 at 4% or $155,531 at 6%; with 50% employer match about $155,531 at 4% or $103,688 at 6%; with 100% employer match about $116,649 at 4% or $77,766 at 6%.
20171205$6,573,040$2,103,446$10,261iApproximate average salary by contribution assumption: employee only about $256,518 at 4% or $171,012 at 6%; with 50% employer match about $171,012 at 4% or $114,008 at 6%; with 100% employer match about $128,259 at 4% or $85,506 at 6%.
Assurance Financial 401(K) Plan-205$6,573,040$2,103,446$10,261iApproximate average salary by contribution assumption: employee only about $256,518 at 4% or $171,012 at 6%; with 50% employer match about $171,012 at 4% or $114,008 at 6%; with 100% employer match about $128,259 at 4% or $85,506 at 6%.
2016199$3,764,621$1,173,183$11,850iApproximate average salary by contribution assumption: employee only about $296,258 at 4% or $197,506 at 6%; with 50% employer match about $197,506 at 4% or $131,670 at 6%; with 100% employer match about $148,129 at 4% or $98,753 at 6%.
Assurance Financial 401(K) Plan-99$3,764,621$1,173,183$11,850iApproximate average salary by contribution assumption: employee only about $296,258 at 4% or $197,506 at 6%; with 50% employer match about $197,506 at 4% or $131,670 at 6%; with 100% employer match about $148,129 at 4% or $98,753 at 6%.
2015178$2,445,012$852,546$10,930iApproximate average salary by contribution assumption: employee only about $273,252 at 4% or $182,168 at 6%; with 50% employer match about $182,168 at 4% or $121,445 at 6%; with 100% employer match about $136,626 at 4% or $91,084 at 6%.
Assurance Financial 401(K) Plan-78$2,445,012$852,546$10,930iApproximate average salary by contribution assumption: employee only about $273,252 at 4% or $182,168 at 6%; with 50% employer match about $182,168 at 4% or $121,445 at 6%; with 100% employer match about $136,626 at 4% or $91,084 at 6%.
2014169$1,688,209$629,880$9,129iApproximate average salary by contribution assumption: employee only about $228,217 at 4% or $152,145 at 6%; with 50% employer match about $152,145 at 4% or $101,430 at 6%; with 100% employer match about $114,109 at 4% or $76,072 at 6%.
Assurance Financial 401(K) Plan-69$1,688,209$629,880$9,129iApproximate average salary by contribution assumption: employee only about $228,217 at 4% or $152,145 at 6%; with 50% employer match about $152,145 at 4% or $101,430 at 6%; with 100% employer match about $114,109 at 4% or $76,072 at 6%.
2013155$1,132,499$1,051,703$19,122iApproximate average salary by contribution assumption: employee only about $478,047 at 4% or $318,698 at 6%; with 50% employer match about $318,698 at 4% or $212,465 at 6%; with 100% employer match about $239,023 at 4% or $159,349 at 6%.
Assurance Financial 401(K) Plan-55$1,132,499$1,051,703$19,122iApproximate average salary by contribution assumption: employee only about $478,047 at 4% or $318,698 at 6%; with 50% employer match about $318,698 at 4% or $212,465 at 6%; with 100% employer match about $239,023 at 4% or $159,349 at 6%.