Civic Intelligence

Bill Alexander Insurance Agency

Plan context: BILL ALEXANDER INSURANCE AGENCY INC SAFE HARBOR 401(K) PLAN

EIN 73-1543044 • Muscle Shoals, AL • 13 filings • 7 plans

919 Avalon AvenueMuscle Shoals, AL 35661
Current Snapshot

Latest Year

2016

2016 Participants

8

2016 Assets

$1,030,836

2016 Contributions

$69,642

Historical Graphs

Total Assets Over Time

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

$1,030,836$515,418$0200420092015YearValue
$1,030,836Latest year 2015

Participants Over Time

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

840200420092015YearValue
8Latest year 2015

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
201610$0$69,642-
BILL ALEXANDER INSURANCE AGENCY INC SAFE HARBOR 401(K) PLAN-0$0$69,642-
201518$1,030,836$65,528$8,191iApproximate average salary by contribution assumption: employee only about $204,775 at 4% or $136,517 at 6%; with 50% employer match about $136,517 at 4% or $91,011 at 6%; with 100% employer match about $102,388 at 4% or $68,258 at 6%.
BILL ALEXANDER INSURANCE AGENCY INC SAFE HARBOR 401(K) PLAN-8$1,030,836$65,528$8,191iApproximate average salary by contribution assumption: employee only about $204,775 at 4% or $136,517 at 6%; with 50% employer match about $136,517 at 4% or $91,011 at 6%; with 100% employer match about $102,388 at 4% or $68,258 at 6%.
201317$891,497$53,689$7,670iApproximate average salary by contribution assumption: employee only about $191,746 at 4% or $127,831 at 6%; with 50% employer match about $127,831 at 4% or $85,221 at 6%; with 100% employer match about $95,873 at 4% or $63,915 at 6%.
BILL ALEXANDER INSURANCE AGENCY INC SAFE HARBOR 401(K) PLAN-7$891,497$53,689$7,670iApproximate average salary by contribution assumption: employee only about $191,746 at 4% or $127,831 at 6%; with 50% employer match about $127,831 at 4% or $85,221 at 6%; with 100% employer match about $95,873 at 4% or $63,915 at 6%.
201216$697,506$55,341$9,224iApproximate average salary by contribution assumption: employee only about $230,588 at 4% or $153,725 at 6%; with 50% employer match about $153,725 at 4% or $102,483 at 6%; with 100% employer match about $115,294 at 4% or $76,863 at 6%.
BILL ALEXANDER INSURANCE AGENY INC-6$697,506$55,341$9,224iApproximate average salary by contribution assumption: employee only about $230,588 at 4% or $153,725 at 6%; with 50% employer match about $153,725 at 4% or $102,483 at 6%; with 100% employer match about $115,294 at 4% or $76,863 at 6%.
201125$564,631$51,107$10,221iApproximate average salary by contribution assumption: employee only about $255,535 at 4% or $170,357 at 6%; with 50% employer match about $170,357 at 4% or $113,571 at 6%; with 100% employer match about $127,768 at 4% or $85,178 at 6%.
BILL ALEXANDER INSURANCE AGENCY INC SAFE HARBOR 401(K) PLAN-5$564,631$51,107$10,221iApproximate average salary by contribution assumption: employee only about $255,535 at 4% or $170,357 at 6%; with 50% employer match about $170,357 at 4% or $113,571 at 6%; with 100% employer match about $127,768 at 4% or $85,178 at 6%.
Bill Alexander Insurance Agency Profit Sharing Plan-0$0$0-
201018$561,663$55,329$6,916iApproximate average salary by contribution assumption: employee only about $172,903 at 4% or $115,269 at 6%; with 50% employer match about $115,269 at 4% or $76,846 at 6%; with 100% employer match about $86,452 at 4% or $57,634 at 6%.
Bill Alexander Insurance Agency Profit Sharing Plan-8$561,663$55,329$6,916iApproximate average salary by contribution assumption: employee only about $172,903 at 4% or $115,269 at 6%; with 50% employer match about $115,269 at 4% or $76,846 at 6%; with 100% employer match about $86,452 at 4% or $57,634 at 6%.
200918$467,044$78,044$9,756iApproximate average salary by contribution assumption: employee only about $243,888 at 4% or $162,592 at 6%; with 50% employer match about $162,592 at 4% or $108,394 at 6%; with 100% employer match about $121,944 at 4% or $81,296 at 6%.
Bill Alexander Insurance Agency Profit Sharing Plan-8$467,044$78,044$9,756iApproximate average salary by contribution assumption: employee only about $243,888 at 4% or $162,592 at 6%; with 50% employer match about $162,592 at 4% or $108,394 at 6%; with 100% employer match about $121,944 at 4% or $81,296 at 6%.
200817$300,533$83,075$11,868iApproximate average salary by contribution assumption: employee only about $296,696 at 4% or $197,798 at 6%; with 50% employer match about $197,798 at 4% or $131,865 at 6%; with 100% employer match about $148,348 at 4% or $98,899 at 6%.
Bill Alexander Insurance Agency Profit Sharing Plan-7$300,533$83,075$11,868iApproximate average salary by contribution assumption: employee only about $296,696 at 4% or $197,798 at 6%; with 50% employer match about $197,798 at 4% or $131,865 at 6%; with 100% employer match about $148,348 at 4% or $98,899 at 6%.
200717$341,665$80,969$11,567iApproximate average salary by contribution assumption: employee only about $289,175 at 4% or $192,783 at 6%; with 50% employer match about $192,783 at 4% or $128,522 at 6%; with 100% employer match about $144,588 at 4% or $96,392 at 6%.
Bill Alexander Insurance Agency Profit Sharing Plan-7$341,665$80,969$11,567iApproximate average salary by contribution assumption: employee only about $289,175 at 4% or $192,783 at 6%; with 50% employer match about $192,783 at 4% or $128,522 at 6%; with 100% employer match about $144,588 at 4% or $96,392 at 6%.
200614$227,962$75,585$18,896iApproximate average salary by contribution assumption: employee only about $472,406 at 4% or $314,938 at 6%; with 50% employer match about $314,938 at 4% or $209,958 at 6%; with 100% employer match about $236,203 at 4% or $157,469 at 6%.
Bill Alexander Insurance Agency Profit Sharing Plan-4$227,962$75,585$18,896iApproximate average salary by contribution assumption: employee only about $472,406 at 4% or $314,938 at 6%; with 50% employer match about $314,938 at 4% or $209,958 at 6%; with 100% employer match about $236,203 at 4% or $157,469 at 6%.
200515$127,086$34,400$6,880iApproximate average salary by contribution assumption: employee only about $172,000 at 4% or $114,667 at 6%; with 50% employer match about $114,667 at 4% or $76,444 at 6%; with 100% employer match about $86,000 at 4% or $57,333 at 6%.
Bill Alexander Insurance Agency Profit Sharing Plan-5$127,086$34,400$6,880iApproximate average salary by contribution assumption: employee only about $172,000 at 4% or $114,667 at 6%; with 50% employer match about $114,667 at 4% or $76,444 at 6%; with 100% employer match about $86,000 at 4% or $57,333 at 6%.
200415$70,342$70,342$14,068iApproximate average salary by contribution assumption: employee only about $351,710 at 4% or $234,473 at 6%; with 50% employer match about $234,473 at 4% or $156,316 at 6%; with 100% employer match about $175,855 at 4% or $117,237 at 6%.
Bill Alexander Insurance Agency Profit Sharing Plan-5$70,342$70,342$14,068iApproximate average salary by contribution assumption: employee only about $351,710 at 4% or $234,473 at 6%; with 50% employer match about $234,473 at 4% or $156,316 at 6%; with 100% employer match about $175,855 at 4% or $117,237 at 6%.