Civic Intelligence

Agness Insurance Agency Inc.

Plan context: Agness Insurance Agency Inc Retirement Plan

EIN 74-2722167 • Austin, TX • 14 filings • 4 plans

3825 Bee Caves Rd.Austin, TX 78746
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,563,907

2024 Contributions

$155,152

Historical Graphs

Total Assets Over Time

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

$1,563,907$781,954$0200720142024YearValue
$1,563,907Latest year 2024

Participants Over Time

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

1050200720142024YearValue
10Latest 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
2024110$1,563,907$155,152$15,515iApproximate average salary by contribution assumption: employee only about $387,880 at 4% or $258,587 at 6%; with 50% employer match about $258,587 at 4% or $172,391 at 6%; with 100% employer match about $193,940 at 4% or $129,293 at 6%.
Agness Insurance Agency Inc Retirement Plan-10$1,563,907$155,152$15,515iApproximate average salary by contribution assumption: employee only about $387,880 at 4% or $258,587 at 6%; with 50% employer match about $258,587 at 4% or $172,391 at 6%; with 100% employer match about $193,940 at 4% or $129,293 at 6%.
202319$1,283,967$111,223$12,358iApproximate average salary by contribution assumption: employee only about $308,953 at 4% or $205,969 at 6%; with 50% employer match about $205,969 at 4% or $137,312 at 6%; with 100% employer match about $154,476 at 4% or $102,984 at 6%.
Agness Insurance Agency Inc Retirement Plan-9$1,283,967$111,223$12,358iApproximate average salary by contribution assumption: employee only about $308,953 at 4% or $205,969 at 6%; with 50% employer match about $205,969 at 4% or $137,312 at 6%; with 100% employer match about $154,476 at 4% or $102,984 at 6%.
202219$1,044,442$67,025$7,447iApproximate average salary by contribution assumption: employee only about $186,181 at 4% or $124,120 at 6%; with 50% employer match about $124,120 at 4% or $82,747 at 6%; with 100% employer match about $93,090 at 4% or $62,060 at 6%.
Agness Insurance Agency Inc Retirement Plan-9$1,044,442$67,025$7,447iApproximate average salary by contribution assumption: employee only about $186,181 at 4% or $124,120 at 6%; with 50% employer match about $124,120 at 4% or $82,747 at 6%; with 100% employer match about $93,090 at 4% or $62,060 at 6%.
202119$1,189,487$38,597$4,289iApproximate average salary by contribution assumption: employee only about $107,214 at 4% or $71,476 at 6%; with 50% employer match about $71,476 at 4% or $47,651 at 6%; with 100% employer match about $53,607 at 4% or $35,738 at 6%.
Agness Insurance Agency Inc Retirement Plan-9$1,189,487$38,597$4,289iApproximate average salary by contribution assumption: employee only about $107,214 at 4% or $71,476 at 6%; with 50% employer match about $71,476 at 4% or $47,651 at 6%; with 100% employer match about $53,607 at 4% or $35,738 at 6%.
202017$1,036,843$0-
Agness Insurance Agency Inc Retirement Plan-7$1,036,843$0-
201518$444,923$109,414$13,677iApproximate average salary by contribution assumption: employee only about $341,919 at 4% or $227,946 at 6%; with 50% employer match about $227,946 at 4% or $151,964 at 6%; with 100% employer match about $170,959 at 4% or $113,973 at 6%.
Lumber Insurance Services 401(K) Profit Sharing Plan-8$444,923$109,414$13,677iApproximate average salary by contribution assumption: employee only about $341,919 at 4% or $227,946 at 6%; with 50% employer match about $227,946 at 4% or $151,964 at 6%; with 100% employer match about $170,959 at 4% or $113,973 at 6%.
201416$341,631$69,687$11,615iApproximate average salary by contribution assumption: employee only about $290,363 at 4% or $193,575 at 6%; with 50% employer match about $193,575 at 4% or $129,050 at 6%; with 100% employer match about $145,181 at 4% or $96,788 at 6%.
Lumber Insurance Services 401(K) Profit Sharing Plan-6$341,631$69,687$11,615iApproximate average salary by contribution assumption: employee only about $290,363 at 4% or $193,575 at 6%; with 50% employer match about $193,575 at 4% or $129,050 at 6%; with 100% employer match about $145,181 at 4% or $96,788 at 6%.
201317$266,986$71,048$10,150iApproximate average salary by contribution assumption: employee only about $253,743 at 4% or $169,162 at 6%; with 50% employer match about $169,162 at 4% or $112,775 at 6%; with 100% employer match about $126,871 at 4% or $84,581 at 6%.
Lumber Insurance Services 401(K) Profit Sharing Plan-7$266,986$71,048$10,150iApproximate average salary by contribution assumption: employee only about $253,743 at 4% or $169,162 at 6%; with 50% employer match about $169,162 at 4% or $112,775 at 6%; with 100% employer match about $126,871 at 4% or $84,581 at 6%.
201216$189,526$21,853$3,642iApproximate average salary by contribution assumption: employee only about $91,054 at 4% or $60,703 at 6%; with 50% employer match about $60,703 at 4% or $40,469 at 6%; with 100% employer match about $45,527 at 4% or $30,351 at 6%.
Lumber Insurance Services 401(K) Profit Sharing Plan-6$189,526$21,853$3,642iApproximate average salary by contribution assumption: employee only about $91,054 at 4% or $60,703 at 6%; with 50% employer match about $60,703 at 4% or $40,469 at 6%; with 100% employer match about $45,527 at 4% or $30,351 at 6%.
201116$152,549$33,056$5,509iApproximate average salary by contribution assumption: employee only about $137,733 at 4% or $91,822 at 6%; with 50% employer match about $91,822 at 4% or $61,215 at 6%; with 100% employer match about $68,867 at 4% or $45,911 at 6%.
Lumber Insurance Services 401(K) Profit Sharing Plan-6$152,549$33,056$5,509iApproximate average salary by contribution assumption: employee only about $137,733 at 4% or $91,822 at 6%; with 50% employer match about $91,822 at 4% or $61,215 at 6%; with 100% employer match about $68,867 at 4% or $45,911 at 6%.
201016$138,614$31,601$5,267iApproximate average salary by contribution assumption: employee only about $131,671 at 4% or $87,781 at 6%; with 50% employer match about $87,781 at 4% or $58,520 at 6%; with 100% employer match about $65,835 at 4% or $43,890 at 6%.
Lumber Insurance Services 401(K) Profit Sharing Plan-6$138,614$31,601$5,267iApproximate average salary by contribution assumption: employee only about $131,671 at 4% or $87,781 at 6%; with 50% employer match about $87,781 at 4% or $58,520 at 6%; with 100% employer match about $65,835 at 4% or $43,890 at 6%.
200914$88,673$24,487$6,122iApproximate average salary by contribution assumption: employee only about $153,044 at 4% or $102,029 at 6%; with 50% employer match about $102,029 at 4% or $68,019 at 6%; with 100% employer match about $76,522 at 4% or $51,015 at 6%.
Lumber Insurance Services 401(K) Profit Sharing Plan-4$88,673$24,487$6,122iApproximate average salary by contribution assumption: employee only about $153,044 at 4% or $102,029 at 6%; with 50% employer match about $102,029 at 4% or $68,019 at 6%; with 100% employer match about $76,522 at 4% or $51,015 at 6%.
200814$53,686$40,785$10,196iApproximate average salary by contribution assumption: employee only about $254,906 at 4% or $169,938 at 6%; with 50% employer match about $169,938 at 4% or $113,292 at 6%; with 100% employer match about $127,453 at 4% or $84,969 at 6%.
Lumber Insurance Services 401(K) Profit Sharing Plan-4$53,686$40,785$10,196iApproximate average salary by contribution assumption: employee only about $254,906 at 4% or $169,938 at 6%; with 50% employer match about $169,938 at 4% or $113,292 at 6%; with 100% employer match about $127,453 at 4% or $84,969 at 6%.
200714$32,329$32,351$8,088iApproximate average salary by contribution assumption: employee only about $202,194 at 4% or $134,796 at 6%; with 50% employer match about $134,796 at 4% or $89,864 at 6%; with 100% employer match about $101,097 at 4% or $67,398 at 6%.
Lumber Insurance Services 401(K) Profit Sharing Plan-4$32,329$32,351$8,088iApproximate average salary by contribution assumption: employee only about $202,194 at 4% or $134,796 at 6%; with 50% employer match about $134,796 at 4% or $89,864 at 6%; with 100% employer match about $101,097 at 4% or $67,398 at 6%.