Civic Intelligence

Rancho Simi Insurance Agency

Plan context: Rancho Simi Insurance Agency 401K Profit Sharing Plan

EIN 77-0013675 • Simi Valley, CA • 19 filings • 3 plans

1611 East Los Angeles AvenueSimi Valley, CA 93065
Current Snapshot

Latest Year

2017

2017 Participants

9

2017 Assets

$1,569,345

2017 Contributions

$600

Historical Graphs

Total Assets Over Time

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

$1,856,048$928,024$0199920092016YearValue
$1,569,345Latest year 2016

Participants Over Time

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

950199920082016YearValue
9Latest year 2016

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
201710$0$600-
Rancho Simi Insurance Agency 401K Profit Sharing Plan-0$0$600-
201619$1,569,345$80,468$8,941iApproximate average salary by contribution assumption: employee only about $223,522 at 4% or $149,015 at 6%; with 50% employer match about $149,015 at 4% or $99,343 at 6%; with 100% employer match about $111,761 at 4% or $74,507 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-9$1,569,345$80,468$8,941iApproximate average salary by contribution assumption: employee only about $223,522 at 4% or $149,015 at 6%; with 50% employer match about $149,015 at 4% or $99,343 at 6%; with 100% employer match about $111,761 at 4% or $74,507 at 6%.
201518$1,463,087$83,831$10,479iApproximate average salary by contribution assumption: employee only about $261,972 at 4% or $174,648 at 6%; with 50% employer match about $174,648 at 4% or $116,432 at 6%; with 100% employer match about $130,986 at 4% or $87,324 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-8$1,463,087$83,831$10,479iApproximate average salary by contribution assumption: employee only about $261,972 at 4% or $174,648 at 6%; with 50% employer match about $174,648 at 4% or $116,432 at 6%; with 100% employer match about $130,986 at 4% or $87,324 at 6%.
201418$1,417,924$81,171$10,146iApproximate average salary by contribution assumption: employee only about $253,659 at 4% or $169,106 at 6%; with 50% employer match about $169,106 at 4% or $112,738 at 6%; with 100% employer match about $126,830 at 4% or $84,553 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-8$1,417,924$81,171$10,146iApproximate average salary by contribution assumption: employee only about $253,659 at 4% or $169,106 at 6%; with 50% employer match about $169,106 at 4% or $112,738 at 6%; with 100% employer match about $126,830 at 4% or $84,553 at 6%.
201318$1,386,206$79,458$9,932iApproximate average salary by contribution assumption: employee only about $248,306 at 4% or $165,538 at 6%; with 50% employer match about $165,538 at 4% or $110,358 at 6%; with 100% employer match about $124,153 at 4% or $82,769 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-8$1,386,206$79,458$9,932iApproximate average salary by contribution assumption: employee only about $248,306 at 4% or $165,538 at 6%; with 50% employer match about $165,538 at 4% or $110,358 at 6%; with 100% employer match about $124,153 at 4% or $82,769 at 6%.
201219$1,242,854$82,894$9,210iApproximate average salary by contribution assumption: employee only about $230,261 at 4% or $153,507 at 6%; with 50% employer match about $153,507 at 4% or $102,338 at 6%; with 100% employer match about $115,131 at 4% or $76,754 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-9$1,242,854$82,894$9,210iApproximate average salary by contribution assumption: employee only about $230,261 at 4% or $153,507 at 6%; with 50% employer match about $153,507 at 4% or $102,338 at 6%; with 100% employer match about $115,131 at 4% or $76,754 at 6%.
201118$1,122,739$80,216$10,027iApproximate average salary by contribution assumption: employee only about $250,675 at 4% or $167,117 at 6%; with 50% employer match about $167,117 at 4% or $111,411 at 6%; with 100% employer match about $125,338 at 4% or $83,558 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-8$1,122,739$80,216$10,027iApproximate average salary by contribution assumption: employee only about $250,675 at 4% or $167,117 at 6%; with 50% employer match about $167,117 at 4% or $111,411 at 6%; with 100% employer match about $125,338 at 4% or $83,558 at 6%.
201018$1,041,947$79,888$9,986iApproximate average salary by contribution assumption: employee only about $249,650 at 4% or $166,433 at 6%; with 50% employer match about $166,433 at 4% or $110,956 at 6%; with 100% employer match about $124,825 at 4% or $83,217 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-8$1,041,947$79,888$9,986iApproximate average salary by contribution assumption: employee only about $249,650 at 4% or $166,433 at 6%; with 50% employer match about $166,433 at 4% or $110,956 at 6%; with 100% employer match about $124,825 at 4% or $83,217 at 6%.
200927$1,856,048$338,172$48,310iApproximate average salary by contribution assumption: employee only about $1,207,757 at 4% or $805,171 at 6%; with 50% employer match about $805,171 at 4% or $536,781 at 6%; with 100% employer match about $603,879 at 4% or $402,586 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-6$928,051$257,232$42,872iApproximate average salary by contribution assumption: employee only about $1,071,800 at 4% or $714,533 at 6%; with 50% employer match about $714,533 at 4% or $476,356 at 6%; with 100% employer match about $535,900 at 4% or $357,267 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-7$927,997$80,940$11,563iApproximate average salary by contribution assumption: employee only about $289,071 at 4% or $192,714 at 6%; with 50% employer match about $192,714 at 4% or $128,476 at 6%; with 100% employer match about $144,536 at 4% or $96,357 at 6%.
200816$878,803$78,186$13,031iApproximate average salary by contribution assumption: employee only about $325,775 at 4% or $217,183 at 6%; with 50% employer match about $217,183 at 4% or $144,789 at 6%; with 100% employer match about $162,888 at 4% or $108,592 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-6$878,803$78,186$13,031iApproximate average salary by contribution assumption: employee only about $325,775 at 4% or $217,183 at 6%; with 50% employer match about $217,183 at 4% or $144,789 at 6%; with 100% employer match about $162,888 at 4% or $108,592 at 6%.
200617$644,430$107,096$15,299iApproximate average salary by contribution assumption: employee only about $382,486 at 4% or $254,990 at 6%; with 50% employer match about $254,990 at 4% or $169,994 at 6%; with 100% employer match about $191,243 at 4% or $127,495 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-7$644,430$107,096$15,299iApproximate average salary by contribution assumption: employee only about $382,486 at 4% or $254,990 at 6%; with 50% employer match about $254,990 at 4% or $169,994 at 6%; with 100% employer match about $191,243 at 4% or $127,495 at 6%.
200517$536,266$107,948$15,421iApproximate average salary by contribution assumption: employee only about $385,529 at 4% or $257,019 at 6%; with 50% employer match about $257,019 at 4% or $171,346 at 6%; with 100% employer match about $192,764 at 4% or $128,510 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-7$536,266$107,948$15,421iApproximate average salary by contribution assumption: employee only about $385,529 at 4% or $257,019 at 6%; with 50% employer match about $257,019 at 4% or $171,346 at 6%; with 100% employer match about $192,764 at 4% or $128,510 at 6%.
200418$415,498$94,813$11,852iApproximate average salary by contribution assumption: employee only about $296,291 at 4% or $197,527 at 6%; with 50% employer match about $197,527 at 4% or $131,685 at 6%; with 100% employer match about $148,145 at 4% or $98,764 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-8$415,498$94,813$11,852iApproximate average salary by contribution assumption: employee only about $296,291 at 4% or $197,527 at 6%; with 50% employer match about $197,527 at 4% or $131,685 at 6%; with 100% employer match about $148,145 at 4% or $98,764 at 6%.
200317$303,673$84,173$12,025iApproximate average salary by contribution assumption: employee only about $300,618 at 4% or $200,412 at 6%; with 50% employer match about $200,412 at 4% or $133,608 at 6%; with 100% employer match about $150,309 at 4% or $100,206 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-7$303,673$84,173$12,025iApproximate average salary by contribution assumption: employee only about $300,618 at 4% or $200,412 at 6%; with 50% employer match about $200,412 at 4% or $133,608 at 6%; with 100% employer match about $150,309 at 4% or $100,206 at 6%.
200216$179,860$58,486$9,748iApproximate average salary by contribution assumption: employee only about $243,692 at 4% or $162,461 at 6%; with 50% employer match about $162,461 at 4% or $108,307 at 6%; with 100% employer match about $121,846 at 4% or $81,231 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-6$179,860$58,486$9,748iApproximate average salary by contribution assumption: employee only about $243,692 at 4% or $162,461 at 6%; with 50% employer match about $162,461 at 4% or $108,307 at 6%; with 100% employer match about $121,846 at 4% or $81,231 at 6%.
200116$0$0-
Rancho Simi Insurance Agency 401K Profit Sharing Plan-6---
200015$119,167$42,572$8,514iApproximate average salary by contribution assumption: employee only about $212,860 at 4% or $141,907 at 6%; with 50% employer match about $141,907 at 4% or $94,604 at 6%; with 100% employer match about $106,430 at 4% or $70,953 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-5$119,167$42,572$8,514iApproximate average salary by contribution assumption: employee only about $212,860 at 4% or $141,907 at 6%; with 50% employer match about $141,907 at 4% or $94,604 at 6%; with 100% employer match about $106,430 at 4% or $70,953 at 6%.
199916$90,799$57,349$9,558iApproximate average salary by contribution assumption: employee only about $238,954 at 4% or $159,303 at 6%; with 50% employer match about $159,303 at 4% or $106,202 at 6%; with 100% employer match about $119,477 at 4% or $79,651 at 6%.
Rancho Simi Insurance Agency 401K Profit Sharing Plan-6$90,799$57,349$9,558iApproximate average salary by contribution assumption: employee only about $238,954 at 4% or $159,303 at 6%; with 50% employer match about $159,303 at 4% or $106,202 at 6%; with 100% employer match about $119,477 at 4% or $79,651 at 6%.