Civic Intelligence

Courtesy Insurance Agency

Plan context: Courtesy Insurance Agency 401K Profit Sharing Plan

EIN 73-1078043 • Oklahoma City, OK • 26 filings • 2 plans

P.O. Box 13130Oklahoma City, OK 73113
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,120,301

2024 Contributions

$132,238

Historical Graphs

Total Assets Over Time

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

$2,120,301$1,060,151$0199920122024YearValue
$2,120,301Latest year 2024

Participants Over Time

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

30150199920122024YearValue
11Latest 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
2024111$2,120,301$132,238$12,022iApproximate average salary by contribution assumption: employee only about $300,541 at 4% or $200,361 at 6%; with 50% employer match about $200,361 at 4% or $133,574 at 6%; with 100% employer match about $150,270 at 4% or $100,180 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-11$2,120,301$132,238$12,022iApproximate average salary by contribution assumption: employee only about $300,541 at 4% or $200,361 at 6%; with 50% employer match about $200,361 at 4% or $133,574 at 6%; with 100% employer match about $150,270 at 4% or $100,180 at 6%.
2023111$1,851,533$127,872$11,625iApproximate average salary by contribution assumption: employee only about $290,618 at 4% or $193,745 at 6%; with 50% employer match about $193,745 at 4% or $129,164 at 6%; with 100% employer match about $145,309 at 4% or $96,873 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-11$1,851,533$127,872$11,625iApproximate average salary by contribution assumption: employee only about $290,618 at 4% or $193,745 at 6%; with 50% employer match about $193,745 at 4% or $129,164 at 6%; with 100% employer match about $145,309 at 4% or $96,873 at 6%.
2022113$1,615,991$149,226$11,479iApproximate average salary by contribution assumption: employee only about $286,973 at 4% or $191,315 at 6%; with 50% employer match about $191,315 at 4% or $127,544 at 6%; with 100% employer match about $143,487 at 4% or $95,658 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-13$1,615,991$149,226$11,479iApproximate average salary by contribution assumption: employee only about $286,973 at 4% or $191,315 at 6%; with 50% employer match about $191,315 at 4% or $127,544 at 6%; with 100% employer match about $143,487 at 4% or $95,658 at 6%.
2021113$1,759,788$113,246$8,711iApproximate average salary by contribution assumption: employee only about $217,781 at 4% or $145,187 at 6%; with 50% employer match about $145,187 at 4% or $96,791 at 6%; with 100% employer match about $108,890 at 4% or $72,594 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-13$1,759,788$113,246$8,711iApproximate average salary by contribution assumption: employee only about $217,781 at 4% or $145,187 at 6%; with 50% employer match about $145,187 at 4% or $96,791 at 6%; with 100% employer match about $108,890 at 4% or $72,594 at 6%.
2020113$1,531,278$112,951$8,689iApproximate average salary by contribution assumption: employee only about $217,213 at 4% or $144,809 at 6%; with 50% employer match about $144,809 at 4% or $96,539 at 6%; with 100% employer match about $108,607 at 4% or $72,404 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-13$1,531,278$112,951$8,689iApproximate average salary by contribution assumption: employee only about $217,213 at 4% or $144,809 at 6%; with 50% employer match about $144,809 at 4% or $96,539 at 6%; with 100% employer match about $108,607 at 4% or $72,404 at 6%.
2019113$1,322,421$104,285$8,022iApproximate average salary by contribution assumption: employee only about $200,548 at 4% or $133,699 at 6%; with 50% employer match about $133,699 at 4% or $89,132 at 6%; with 100% employer match about $100,274 at 4% or $66,849 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-13$1,322,421$104,285$8,022iApproximate average salary by contribution assumption: employee only about $200,548 at 4% or $133,699 at 6%; with 50% employer match about $133,699 at 4% or $89,132 at 6%; with 100% employer match about $100,274 at 4% or $66,849 at 6%.
2018118$1,255,449$101,188$5,622iApproximate average salary by contribution assumption: employee only about $140,539 at 4% or $93,693 at 6%; with 50% employer match about $93,693 at 4% or $62,462 at 6%; with 100% employer match about $70,269 at 4% or $46,846 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-18$1,255,449$101,188$5,622iApproximate average salary by contribution assumption: employee only about $140,539 at 4% or $93,693 at 6%; with 50% employer match about $93,693 at 4% or $62,462 at 6%; with 100% employer match about $70,269 at 4% or $46,846 at 6%.
2017114$1,260,905$99,484$7,106iApproximate average salary by contribution assumption: employee only about $177,650 at 4% or $118,433 at 6%; with 50% employer match about $118,433 at 4% or $78,956 at 6%; with 100% employer match about $88,825 at 4% or $59,217 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-14$1,260,905$99,484$7,106iApproximate average salary by contribution assumption: employee only about $177,650 at 4% or $118,433 at 6%; with 50% employer match about $118,433 at 4% or $78,956 at 6%; with 100% employer match about $88,825 at 4% or $59,217 at 6%.
2016116$1,016,474$101,781$6,361iApproximate average salary by contribution assumption: employee only about $159,033 at 4% or $106,022 at 6%; with 50% employer match about $106,022 at 4% or $70,681 at 6%; with 100% employer match about $79,516 at 4% or $53,011 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-16$1,016,474$101,781$6,361iApproximate average salary by contribution assumption: employee only about $159,033 at 4% or $106,022 at 6%; with 50% employer match about $106,022 at 4% or $70,681 at 6%; with 100% employer match about $79,516 at 4% or $53,011 at 6%.
2015116$1,448,022$107,039$6,690iApproximate average salary by contribution assumption: employee only about $167,248 at 4% or $111,499 at 6%; with 50% employer match about $111,499 at 4% or $74,333 at 6%; with 100% employer match about $83,624 at 4% or $55,749 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-16$1,448,022$107,039$6,690iApproximate average salary by contribution assumption: employee only about $167,248 at 4% or $111,499 at 6%; with 50% employer match about $111,499 at 4% or $74,333 at 6%; with 100% employer match about $83,624 at 4% or $55,749 at 6%.
2014124$1,423,683$116,590$4,858iApproximate average salary by contribution assumption: employee only about $121,448 at 4% or $80,965 at 6%; with 50% employer match about $80,965 at 4% or $53,977 at 6%; with 100% employer match about $60,724 at 4% or $40,483 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-24$1,423,683$116,590$4,858iApproximate average salary by contribution assumption: employee only about $121,448 at 4% or $80,965 at 6%; with 50% employer match about $80,965 at 4% or $53,977 at 6%; with 100% employer match about $60,724 at 4% or $40,483 at 6%.
2013128$1,465,674$134,731$4,812iApproximate average salary by contribution assumption: employee only about $120,296 at 4% or $80,197 at 6%; with 50% employer match about $80,197 at 4% or $53,465 at 6%; with 100% employer match about $60,148 at 4% or $40,099 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-28$1,465,674$134,731$4,812iApproximate average salary by contribution assumption: employee only about $120,296 at 4% or $80,197 at 6%; with 50% employer match about $80,197 at 4% or $53,465 at 6%; with 100% employer match about $60,148 at 4% or $40,099 at 6%.
2012125$1,228,189$118,848$4,754iApproximate average salary by contribution assumption: employee only about $118,848 at 4% or $79,232 at 6%; with 50% employer match about $79,232 at 4% or $52,821 at 6%; with 100% employer match about $59,424 at 4% or $39,616 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-25$1,228,189$118,848$4,754iApproximate average salary by contribution assumption: employee only about $118,848 at 4% or $79,232 at 6%; with 50% employer match about $79,232 at 4% or $52,821 at 6%; with 100% employer match about $59,424 at 4% or $39,616 at 6%.
2011127$1,522,887$160,026$5,927iApproximate average salary by contribution assumption: employee only about $148,172 at 4% or $98,781 at 6%; with 50% employer match about $98,781 at 4% or $65,854 at 6%; with 100% employer match about $74,086 at 4% or $49,391 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-27$1,522,887$160,026$5,927iApproximate average salary by contribution assumption: employee only about $148,172 at 4% or $98,781 at 6%; with 50% employer match about $98,781 at 4% or $65,854 at 6%; with 100% employer match about $74,086 at 4% or $49,391 at 6%.
2010127$1,469,519$147,235$5,453iApproximate average salary by contribution assumption: employee only about $136,329 at 4% or $90,886 at 6%; with 50% employer match about $90,886 at 4% or $60,591 at 6%; with 100% employer match about $68,164 at 4% or $45,443 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-27$1,469,519$147,235$5,453iApproximate average salary by contribution assumption: employee only about $136,329 at 4% or $90,886 at 6%; with 50% employer match about $90,886 at 4% or $60,591 at 6%; with 100% employer match about $68,164 at 4% or $45,443 at 6%.
2009124$1,230,411$141,349$5,890iApproximate average salary by contribution assumption: employee only about $147,239 at 4% or $98,159 at 6%; with 50% employer match about $98,159 at 4% or $65,439 at 6%; with 100% employer match about $73,619 at 4% or $49,080 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-24$1,230,411$141,349$5,890iApproximate average salary by contribution assumption: employee only about $147,239 at 4% or $98,159 at 6%; with 50% employer match about $98,159 at 4% or $65,439 at 6%; with 100% employer match about $73,619 at 4% or $49,080 at 6%.
2008127$910,276$164,259$6,084iApproximate average salary by contribution assumption: employee only about $152,092 at 4% or $101,394 at 6%; with 50% employer match about $101,394 at 4% or $67,596 at 6%; with 100% employer match about $76,046 at 4% or $50,697 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-27$910,276$164,259$6,084iApproximate average salary by contribution assumption: employee only about $152,092 at 4% or $101,394 at 6%; with 50% employer match about $101,394 at 4% or $67,596 at 6%; with 100% employer match about $76,046 at 4% or $50,697 at 6%.
2007129$1,358,425$158,747$5,474iApproximate average salary by contribution assumption: employee only about $136,851 at 4% or $91,234 at 6%; with 50% employer match about $91,234 at 4% or $60,823 at 6%; with 100% employer match about $68,425 at 4% or $45,617 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-29$1,358,425$158,747$5,474iApproximate average salary by contribution assumption: employee only about $136,851 at 4% or $91,234 at 6%; with 50% employer match about $91,234 at 4% or $60,823 at 6%; with 100% employer match about $68,425 at 4% or $45,617 at 6%.
2006129$1,122,677$157,329$5,425iApproximate average salary by contribution assumption: employee only about $135,628 at 4% or $90,419 at 6%; with 50% employer match about $90,419 at 4% or $60,279 at 6%; with 100% employer match about $67,814 at 4% or $45,209 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-29$1,122,677$157,329$5,425iApproximate average salary by contribution assumption: employee only about $135,628 at 4% or $90,419 at 6%; with 50% employer match about $90,419 at 4% or $60,279 at 6%; with 100% employer match about $67,814 at 4% or $45,209 at 6%.
2005130$877,496$155,566$5,186iApproximate average salary by contribution assumption: employee only about $129,638 at 4% or $86,426 at 6%; with 50% employer match about $86,426 at 4% or $57,617 at 6%; with 100% employer match about $64,819 at 4% or $43,213 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-30$877,496$155,566$5,186iApproximate average salary by contribution assumption: employee only about $129,638 at 4% or $86,426 at 6%; with 50% employer match about $86,426 at 4% or $57,617 at 6%; with 100% employer match about $64,819 at 4% or $43,213 at 6%.
2004124$710,876$221,345$9,223iApproximate average salary by contribution assumption: employee only about $230,568 at 4% or $153,712 at 6%; with 50% employer match about $153,712 at 4% or $102,475 at 6%; with 100% employer match about $115,284 at 4% or $76,856 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-24$710,876$221,345$9,223iApproximate average salary by contribution assumption: employee only about $230,568 at 4% or $153,712 at 6%; with 50% employer match about $153,712 at 4% or $102,475 at 6%; with 100% employer match about $115,284 at 4% or $76,856 at 6%.
2003123$467,608$134,867$5,864iApproximate average salary by contribution assumption: employee only about $146,595 at 4% or $97,730 at 6%; with 50% employer match about $97,730 at 4% or $65,153 at 6%; with 100% employer match about $73,297 at 4% or $48,865 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-23$467,608$134,867$5,864iApproximate average salary by contribution assumption: employee only about $146,595 at 4% or $97,730 at 6%; with 50% employer match about $97,730 at 4% or $65,153 at 6%; with 100% employer match about $73,297 at 4% or $48,865 at 6%.
2002117$343,924$66,627$3,919iApproximate average salary by contribution assumption: employee only about $97,981 at 4% or $65,321 at 6%; with 50% employer match about $65,321 at 4% or $43,547 at 6%; with 100% employer match about $48,990 at 4% or $32,660 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-17$343,924$66,627$3,919iApproximate average salary by contribution assumption: employee only about $97,981 at 4% or $65,321 at 6%; with 50% employer match about $65,321 at 4% or $43,547 at 6%; with 100% employer match about $48,990 at 4% or $32,660 at 6%.
2001115$322,900$47,135$3,142iApproximate average salary by contribution assumption: employee only about $78,558 at 4% or $52,372 at 6%; with 50% employer match about $52,372 at 4% or $34,915 at 6%; with 100% employer match about $39,279 at 4% or $26,186 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-15$322,900$47,135$3,142iApproximate average salary by contribution assumption: employee only about $78,558 at 4% or $52,372 at 6%; with 50% employer match about $52,372 at 4% or $34,915 at 6%; with 100% employer match about $39,279 at 4% or $26,186 at 6%.
2000114$332,146$44,749$3,196iApproximate average salary by contribution assumption: employee only about $79,909 at 4% or $53,273 at 6%; with 50% employer match about $53,273 at 4% or $35,515 at 6%; with 100% employer match about $39,954 at 4% or $26,636 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-14$332,146$44,749$3,196iApproximate average salary by contribution assumption: employee only about $79,909 at 4% or $53,273 at 6%; with 50% employer match about $53,273 at 4% or $35,515 at 6%; with 100% employer match about $39,954 at 4% or $26,636 at 6%.
1999114$434,786$60,220$4,301iApproximate average salary by contribution assumption: employee only about $107,536 at 4% or $71,690 at 6%; with 50% employer match about $71,690 at 4% or $47,794 at 6%; with 100% employer match about $53,768 at 4% or $35,845 at 6%.
Courtesy Insurance Agency 401K Profit Sharing Plan-14$434,786$60,220$4,301iApproximate average salary by contribution assumption: employee only about $107,536 at 4% or $71,690 at 6%; with 50% employer match about $71,690 at 4% or $47,794 at 6%; with 100% employer match about $53,768 at 4% or $35,845 at 6%.