Civic Intelligence

Tuma Insurance Services

Plan context: Tuma Insurance Profit Sharing Plan

EIN 77-0041391 • Danville, CA • 17 filings • 2 plans

74 Milano Ct.Danville, CA 94526
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$486,351

2019 Contributions

$32,097

Historical Graphs

Total Assets Over Time

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

$511,314$255,657$0200620132019YearValue
$486,351Latest year 2019

Participants Over Time

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

420200420112019YearValue
3Latest year 2019

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
201913$486,351$0-
Tuma Insurance Profit Sharing Plan-3$486,351$0-
201814$508,408$32,097$8,024iApproximate average salary by contribution assumption: employee only about $200,606 at 4% or $133,738 at 6%; with 50% employer match about $133,738 at 4% or $89,158 at 6%; with 100% employer match about $100,303 at 4% or $66,869 at 6%.
Tuma Insurance Profit Sharing Plan-4$508,408$32,097$8,024iApproximate average salary by contribution assumption: employee only about $200,606 at 4% or $133,738 at 6%; with 50% employer match about $133,738 at 4% or $89,158 at 6%; with 100% employer match about $100,303 at 4% or $66,869 at 6%.
201714$511,314$34,216$8,554iApproximate average salary by contribution assumption: employee only about $213,850 at 4% or $142,567 at 6%; with 50% employer match about $142,567 at 4% or $95,044 at 6%; with 100% employer match about $106,925 at 4% or $71,283 at 6%.
Tuma Insurance Profit Sharing Plan-4$511,314$34,216$8,554iApproximate average salary by contribution assumption: employee only about $213,850 at 4% or $142,567 at 6%; with 50% employer match about $142,567 at 4% or $95,044 at 6%; with 100% employer match about $106,925 at 4% or $71,283 at 6%.
201612$455,695$25,574$12,787iApproximate average salary by contribution assumption: employee only about $319,675 at 4% or $213,117 at 6%; with 50% employer match about $213,117 at 4% or $142,078 at 6%; with 100% employer match about $159,838 at 4% or $106,558 at 6%.
Tuma Insurance Profit Sharing Plan-2$455,695$25,574$12,787iApproximate average salary by contribution assumption: employee only about $319,675 at 4% or $213,117 at 6%; with 50% employer match about $213,117 at 4% or $142,078 at 6%; with 100% employer match about $159,838 at 4% or $106,558 at 6%.
201512$424,423$30,505$15,253iApproximate average salary by contribution assumption: employee only about $381,313 at 4% or $254,208 at 6%; with 50% employer match about $254,208 at 4% or $169,472 at 6%; with 100% employer match about $190,656 at 4% or $127,104 at 6%.
Tuma Insurance Profit Sharing Plan-2$424,423$30,505$15,253iApproximate average salary by contribution assumption: employee only about $381,313 at 4% or $254,208 at 6%; with 50% employer match about $254,208 at 4% or $169,472 at 6%; with 100% employer match about $190,656 at 4% or $127,104 at 6%.
201410$412,368$31,084-
Tuma Insurance Profit Sharing Plan-0$412,368$31,084-
201312$374,540$31,590$15,795iApproximate average salary by contribution assumption: employee only about $394,875 at 4% or $263,250 at 6%; with 50% employer match about $263,250 at 4% or $175,500 at 6%; with 100% employer match about $197,438 at 4% or $131,625 at 6%.
Tuma Insurance Profit Sharing Plan-2$374,540$31,590$15,795iApproximate average salary by contribution assumption: employee only about $394,875 at 4% or $263,250 at 6%; with 50% employer match about $263,250 at 4% or $175,500 at 6%; with 100% employer match about $197,438 at 4% or $131,625 at 6%.
201112$309,799$31,453$15,727iApproximate average salary by contribution assumption: employee only about $393,163 at 4% or $262,108 at 6%; with 50% employer match about $262,108 at 4% or $174,739 at 6%; with 100% employer match about $196,581 at 4% or $131,054 at 6%.
Tuma Insurance Profit Sharing Plan-2$309,799$31,453$15,727iApproximate average salary by contribution assumption: employee only about $393,163 at 4% or $262,108 at 6%; with 50% employer match about $262,108 at 4% or $174,739 at 6%; with 100% employer match about $196,581 at 4% or $131,054 at 6%.
201012$268,783$41,537$20,769iApproximate average salary by contribution assumption: employee only about $519,213 at 4% or $346,142 at 6%; with 50% employer match about $346,142 at 4% or $230,761 at 6%; with 100% employer match about $259,606 at 4% or $173,071 at 6%.
Tuma Insurance Profit Sharing Plan-2$268,783$41,537$20,769iApproximate average salary by contribution assumption: employee only about $519,213 at 4% or $346,142 at 6%; with 50% employer match about $346,142 at 4% or $230,761 at 6%; with 100% employer match about $259,606 at 4% or $173,071 at 6%.
200912$210,578$51,193$25,597iApproximate average salary by contribution assumption: employee only about $639,913 at 4% or $426,608 at 6%; with 50% employer match about $426,608 at 4% or $284,406 at 6%; with 100% employer match about $319,956 at 4% or $213,304 at 6%.
Tuma Insurance Profit Sharing Plan-2$210,578$51,193$25,597iApproximate average salary by contribution assumption: employee only about $639,913 at 4% or $426,608 at 6%; with 50% employer match about $426,608 at 4% or $284,406 at 6%; with 100% employer match about $319,956 at 4% or $213,304 at 6%.
200812$142,261$21,669$10,835iApproximate average salary by contribution assumption: employee only about $270,863 at 4% or $180,575 at 6%; with 50% employer match about $180,575 at 4% or $120,383 at 6%; with 100% employer match about $135,431 at 4% or $90,288 at 6%.
Tuma Insurance Profit Sharing Plan-2$142,261$21,669$10,835iApproximate average salary by contribution assumption: employee only about $270,863 at 4% or $180,575 at 6%; with 50% employer match about $180,575 at 4% or $120,383 at 6%; with 100% employer match about $135,431 at 4% or $90,288 at 6%.
200712$177,299$22,775$11,388iApproximate average salary by contribution assumption: employee only about $284,688 at 4% or $189,792 at 6%; with 50% employer match about $189,792 at 4% or $126,528 at 6%; with 100% employer match about $142,344 at 4% or $94,896 at 6%.
Tuma Insurance Profit Sharing Plan-2$177,299$22,775$11,388iApproximate average salary by contribution assumption: employee only about $284,688 at 4% or $189,792 at 6%; with 50% employer match about $189,792 at 4% or $126,528 at 6%; with 100% employer match about $142,344 at 4% or $94,896 at 6%.
200613$150,411$46,646$15,549iApproximate average salary by contribution assumption: employee only about $388,717 at 4% or $259,144 at 6%; with 50% employer match about $259,144 at 4% or $172,763 at 6%; with 100% employer match about $194,358 at 4% or $129,572 at 6%.
Tuma Insurance Profit Sharing Plan-3$150,411$46,646$15,549iApproximate average salary by contribution assumption: employee only about $388,717 at 4% or $259,144 at 6%; with 50% employer match about $259,144 at 4% or $172,763 at 6%; with 100% employer match about $194,358 at 4% or $129,572 at 6%.
200523$0$0-
Tuma Insurance Profit Sharing Plan-0---
002-3---
200423$0$0-
Tuma Insurance Profit Sharing Plan-0---
002-3---