Civic Intelligence

Cal-Valley Insurance Services Inc.

Plan context: Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan

EIN 77-0150866 • Fresno, CA • 29 filings • 3 plans

5070 N. Sixth, #155Fresno, CA 93710
Current Snapshot

Latest Year

2024

2024 Participants

43

2024 Assets

$5,589,775

2024 Contributions

$573,230

Historical Graphs

Total Assets Over Time

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

$5,589,775$2,794,888$0199920132024YearValue
$5,589,775Latest year 2024

Participants Over Time

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

43220199920122024YearValue
43Latest 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
2024143$5,589,775$573,230$13,331iApproximate average salary by contribution assumption: employee only about $333,273 at 4% or $222,182 at 6%; with 50% employer match about $222,182 at 4% or $148,121 at 6%; with 100% employer match about $166,637 at 4% or $111,091 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-43$5,589,775$573,230$13,331iApproximate average salary by contribution assumption: employee only about $333,273 at 4% or $222,182 at 6%; with 50% employer match about $222,182 at 4% or $148,121 at 6%; with 100% employer match about $166,637 at 4% or $111,091 at 6%.
2023142$4,075,184$561,254$13,363iApproximate average salary by contribution assumption: employee only about $334,080 at 4% or $222,720 at 6%; with 50% employer match about $222,720 at 4% or $148,480 at 6%; with 100% employer match about $167,040 at 4% or $111,360 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-42$4,075,184$561,254$13,363iApproximate average salary by contribution assumption: employee only about $334,080 at 4% or $222,720 at 6%; with 50% employer match about $222,720 at 4% or $148,480 at 6%; with 100% employer match about $167,040 at 4% or $111,360 at 6%.
2022136$2,798,168$263,794$7,328iApproximate average salary by contribution assumption: employee only about $183,190 at 4% or $122,127 at 6%; with 50% employer match about $122,127 at 4% or $81,418 at 6%; with 100% employer match about $91,595 at 4% or $61,063 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-36$2,798,168$263,794$7,328iApproximate average salary by contribution assumption: employee only about $183,190 at 4% or $122,127 at 6%; with 50% employer match about $122,127 at 4% or $81,418 at 6%; with 100% employer match about $91,595 at 4% or $61,063 at 6%.
2021139$3,604,977$255,307$6,546iApproximate average salary by contribution assumption: employee only about $163,658 at 4% or $109,106 at 6%; with 50% employer match about $109,106 at 4% or $72,737 at 6%; with 100% employer match about $81,829 at 4% or $54,553 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-39$3,604,977$255,307$6,546iApproximate average salary by contribution assumption: employee only about $163,658 at 4% or $109,106 at 6%; with 50% employer match about $109,106 at 4% or $72,737 at 6%; with 100% employer match about $81,829 at 4% or $54,553 at 6%.
2020136$3,018,994$538,366$14,955iApproximate average salary by contribution assumption: employee only about $373,865 at 4% or $249,244 at 6%; with 50% employer match about $249,244 at 4% or $166,162 at 6%; with 100% employer match about $186,933 at 4% or $124,622 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-36$3,018,994$538,366$14,955iApproximate average salary by contribution assumption: employee only about $373,865 at 4% or $249,244 at 6%; with 50% employer match about $249,244 at 4% or $166,162 at 6%; with 100% employer match about $186,933 at 4% or $124,622 at 6%.
2019131$2,011,852$189,245$6,105iApproximate average salary by contribution assumption: employee only about $152,617 at 4% or $101,745 at 6%; with 50% employer match about $101,745 at 4% or $67,830 at 6%; with 100% employer match about $76,308 at 4% or $50,872 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-31$2,011,852$189,245$6,105iApproximate average salary by contribution assumption: employee only about $152,617 at 4% or $101,745 at 6%; with 50% employer match about $101,745 at 4% or $67,830 at 6%; with 100% employer match about $76,308 at 4% or $50,872 at 6%.
2018121$1,493,230$93,277$4,442iApproximate average salary by contribution assumption: employee only about $111,044 at 4% or $74,029 at 6%; with 50% employer match about $74,029 at 4% or $49,353 at 6%; with 100% employer match about $55,522 at 4% or $37,015 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-21$1,493,230$93,277$4,442iApproximate average salary by contribution assumption: employee only about $111,044 at 4% or $74,029 at 6%; with 50% employer match about $74,029 at 4% or $49,353 at 6%; with 100% employer match about $55,522 at 4% or $37,015 at 6%.
2017123$1,716,109$86,721$3,770iApproximate average salary by contribution assumption: employee only about $94,262 at 4% or $62,841 at 6%; with 50% employer match about $62,841 at 4% or $41,894 at 6%; with 100% employer match about $47,131 at 4% or $31,421 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-23$1,716,109$86,721$3,770iApproximate average salary by contribution assumption: employee only about $94,262 at 4% or $62,841 at 6%; with 50% employer match about $62,841 at 4% or $41,894 at 6%; with 100% employer match about $47,131 at 4% or $31,421 at 6%.
2016122$1,385,549$45,431$2,065iApproximate average salary by contribution assumption: employee only about $51,626 at 4% or $34,417 at 6%; with 50% employer match about $34,417 at 4% or $22,945 at 6%; with 100% employer match about $25,813 at 4% or $17,209 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-22$1,385,549$45,431$2,065iApproximate average salary by contribution assumption: employee only about $51,626 at 4% or $34,417 at 6%; with 50% employer match about $34,417 at 4% or $22,945 at 6%; with 100% employer match about $25,813 at 4% or $17,209 at 6%.
2015122$1,319,011$102,345$4,652iApproximate average salary by contribution assumption: employee only about $116,301 at 4% or $77,534 at 6%; with 50% employer match about $77,534 at 4% or $51,689 at 6%; with 100% employer match about $58,151 at 4% or $38,767 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-22$1,319,011$102,345$4,652iApproximate average salary by contribution assumption: employee only about $116,301 at 4% or $77,534 at 6%; with 50% employer match about $77,534 at 4% or $51,689 at 6%; with 100% employer match about $58,151 at 4% or $38,767 at 6%.
2014123$1,268,768$76,624$3,331iApproximate average salary by contribution assumption: employee only about $83,287 at 4% or $55,525 at 6%; with 50% employer match about $55,525 at 4% or $37,016 at 6%; with 100% employer match about $41,643 at 4% or $27,762 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-23$1,268,768$76,624$3,331iApproximate average salary by contribution assumption: employee only about $83,287 at 4% or $55,525 at 6%; with 50% employer match about $55,525 at 4% or $37,016 at 6%; with 100% employer match about $41,643 at 4% or $27,762 at 6%.
2013120$1,160,522$66,656$3,333iApproximate average salary by contribution assumption: employee only about $83,320 at 4% or $55,547 at 6%; with 50% employer match about $55,547 at 4% or $37,031 at 6%; with 100% employer match about $41,660 at 4% or $27,773 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-20$1,160,522$66,656$3,333iApproximate average salary by contribution assumption: employee only about $83,320 at 4% or $55,547 at 6%; with 50% employer match about $55,547 at 4% or $37,031 at 6%; with 100% employer match about $41,660 at 4% or $27,773 at 6%.
2012121$992,275$72,121$3,434iApproximate average salary by contribution assumption: employee only about $85,858 at 4% or $57,239 at 6%; with 50% employer match about $57,239 at 4% or $38,159 at 6%; with 100% employer match about $42,929 at 4% or $28,619 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-21$992,275$72,121$3,434iApproximate average salary by contribution assumption: employee only about $85,858 at 4% or $57,239 at 6%; with 50% employer match about $57,239 at 4% or $38,159 at 6%; with 100% employer match about $42,929 at 4% or $28,619 at 6%.
2011124$819,038$69,802$2,908iApproximate average salary by contribution assumption: employee only about $72,710 at 4% or $48,474 at 6%; with 50% employer match about $48,474 at 4% or $32,316 at 6%; with 100% employer match about $36,355 at 4% or $24,237 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-24$819,038$69,802$2,908iApproximate average salary by contribution assumption: employee only about $72,710 at 4% or $48,474 at 6%; with 50% employer match about $48,474 at 4% or $32,316 at 6%; with 100% employer match about $36,355 at 4% or $24,237 at 6%.
2010121$811,194$57,710$2,748iApproximate average salary by contribution assumption: employee only about $68,702 at 4% or $45,802 at 6%; with 50% employer match about $45,802 at 4% or $30,534 at 6%; with 100% employer match about $34,351 at 4% or $22,901 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-21$811,194$57,710$2,748iApproximate average salary by contribution assumption: employee only about $68,702 at 4% or $45,802 at 6%; with 50% employer match about $45,802 at 4% or $30,534 at 6%; with 100% employer match about $34,351 at 4% or $22,901 at 6%.
2009119$684,441$62,234$3,275iApproximate average salary by contribution assumption: employee only about $81,887 at 4% or $54,591 at 6%; with 50% employer match about $54,591 at 4% or $36,394 at 6%; with 100% employer match about $40,943 at 4% or $27,296 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-19$684,441$62,234$3,275iApproximate average salary by contribution assumption: employee only about $81,887 at 4% or $54,591 at 6%; with 50% employer match about $54,591 at 4% or $36,394 at 6%; with 100% employer match about $40,943 at 4% or $27,296 at 6%.
2008125$0$0-
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-25---
2007121$0$0-
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-21---
2006124$735,730$76,373$3,182iApproximate average salary by contribution assumption: employee only about $79,555 at 4% or $53,037 at 6%; with 50% employer match about $53,037 at 4% or $35,358 at 6%; with 100% employer match about $39,778 at 4% or $26,518 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-24$735,730$76,373$3,182iApproximate average salary by contribution assumption: employee only about $79,555 at 4% or $53,037 at 6%; with 50% employer match about $53,037 at 4% or $35,358 at 6%; with 100% employer match about $39,778 at 4% or $26,518 at 6%.
2005121$596,648$92,985$4,428iApproximate average salary by contribution assumption: employee only about $110,696 at 4% or $73,798 at 6%; with 50% employer match about $73,798 at 4% or $49,198 at 6%; with 100% employer match about $55,348 at 4% or $36,899 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-21$596,648$92,985$4,428iApproximate average salary by contribution assumption: employee only about $110,696 at 4% or $73,798 at 6%; with 50% employer match about $73,798 at 4% or $49,198 at 6%; with 100% employer match about $55,348 at 4% or $36,899 at 6%.
2004219$471,508$100,615$5,296iApproximate average salary by contribution assumption: employee only about $132,388 at 4% or $88,259 at 6%; with 50% employer match about $88,259 at 4% or $58,839 at 6%; with 100% employer match about $66,194 at 4% or $44,129 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-19$471,508$88,985$4,683iApproximate average salary by contribution assumption: employee only about $117,086 at 4% or $78,057 at 6%; with 50% employer match about $78,057 at 4% or $52,038 at 6%; with 100% employer match about $58,543 at 4% or $39,029 at 6%.
Cal-Valley Insurance Services Inc. Cafeteria Plan-7-$11,630$1,661iApproximate average salary by contribution assumption: employee only about $41,536 at 4% or $27,690 at 6%; with 50% employer match about $27,690 at 4% or $18,460 at 6%; with 100% employer match about $20,768 at 4% or $13,845 at 6%.
2003214$372,930$82,187$5,871iApproximate average salary by contribution assumption: employee only about $146,763 at 4% or $97,842 at 6%; with 50% employer match about $97,842 at 4% or $65,228 at 6%; with 100% employer match about $73,381 at 4% or $48,921 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-14$372,930$70,892$5,064iApproximate average salary by contribution assumption: employee only about $126,593 at 4% or $84,395 at 6%; with 50% employer match about $84,395 at 4% or $56,263 at 6%; with 100% employer match about $63,296 at 4% or $42,198 at 6%.
Cal-Valley Insurance Services Inc. Cafeteria Plan-9-$11,295$1,255iApproximate average salary by contribution assumption: employee only about $31,375 at 4% or $20,917 at 6%; with 50% employer match about $20,917 at 4% or $13,944 at 6%; with 100% employer match about $15,688 at 4% or $10,458 at 6%.
2002217$266,973$34,015$2,001iApproximate average salary by contribution assumption: employee only about $50,022 at 4% or $33,348 at 6%; with 50% employer match about $33,348 at 4% or $22,232 at 6%; with 100% employer match about $25,011 at 4% or $16,674 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-17$266,973$21,235$1,249iApproximate average salary by contribution assumption: employee only about $31,228 at 4% or $20,819 at 6%; with 50% employer match about $20,819 at 4% or $13,879 at 6%; with 100% employer match about $15,614 at 4% or $10,409 at 6%.
Cal-Valley Insurance Services Inc. Cafeteria Plan-8-$12,780$1,598iApproximate average salary by contribution assumption: employee only about $39,938 at 4% or $26,625 at 6%; with 50% employer match about $26,625 at 4% or $17,750 at 6%; with 100% employer match about $19,969 at 4% or $13,313 at 6%.
2001113$0$0-
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-13---
2000113$337,655$14,510$1,116iApproximate average salary by contribution assumption: employee only about $27,904 at 4% or $18,603 at 6%; with 50% employer match about $18,603 at 4% or $12,402 at 6%; with 100% employer match about $13,952 at 4% or $9,301 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-13$337,655$14,510$1,116iApproximate average salary by contribution assumption: employee only about $27,904 at 4% or $18,603 at 6%; with 50% employer match about $18,603 at 4% or $12,402 at 6%; with 100% employer match about $13,952 at 4% or $9,301 at 6%.
1999113$406,231$15,030$1,156iApproximate average salary by contribution assumption: employee only about $28,904 at 4% or $19,269 at 6%; with 50% employer match about $19,269 at 4% or $12,846 at 6%; with 100% employer match about $14,452 at 4% or $9,635 at 6%.
Cal-Valley Insurance Services Inc. 401(K) Profit Sharing Plan-13$406,231$15,030$1,156iApproximate average salary by contribution assumption: employee only about $28,904 at 4% or $19,269 at 6%; with 50% employer match about $19,269 at 4% or $12,846 at 6%; with 100% employer match about $14,452 at 4% or $9,635 at 6%.