Civic Intelligence

Sam Granato Insurance Services Inc

Plan context: Sam Granato Insurance Services Inc. 401K Profit Sharing Plan

EIN 77-0165510 • San Jose, CA • 26 filings • 3 plans

1275 South Winchester Ste BSan Jose, CA 95128
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,828,995

2024 Contributions

$52,892

Historical Graphs

Total Assets Over Time

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

$1,828,995$914,498$0199920122024YearValue
$1,828,995Latest year 2024

Participants Over Time

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

630199920122024YearValue
6Latest 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
202416$1,828,995$52,892$8,815iApproximate average salary by contribution assumption: employee only about $220,383 at 4% or $146,922 at 6%; with 50% employer match about $146,922 at 4% or $97,948 at 6%; with 100% employer match about $110,192 at 4% or $73,461 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-6$1,828,995$52,892$8,815iApproximate average salary by contribution assumption: employee only about $220,383 at 4% or $146,922 at 6%; with 50% employer match about $146,922 at 4% or $97,948 at 6%; with 100% employer match about $110,192 at 4% or $73,461 at 6%.
202315$1,573,564$53,539$10,708iApproximate average salary by contribution assumption: employee only about $267,695 at 4% or $178,463 at 6%; with 50% employer match about $178,463 at 4% or $118,976 at 6%; with 100% employer match about $133,848 at 4% or $89,232 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-5$1,573,564$53,539$10,708iApproximate average salary by contribution assumption: employee only about $267,695 at 4% or $178,463 at 6%; with 50% employer match about $178,463 at 4% or $118,976 at 6%; with 100% employer match about $133,848 at 4% or $89,232 at 6%.
202216$1,487,798$45,929$7,655iApproximate average salary by contribution assumption: employee only about $191,371 at 4% or $127,581 at 6%; with 50% employer match about $127,581 at 4% or $85,054 at 6%; with 100% employer match about $95,685 at 4% or $63,790 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-6$1,487,798$45,929$7,655iApproximate average salary by contribution assumption: employee only about $191,371 at 4% or $127,581 at 6%; with 50% employer match about $127,581 at 4% or $85,054 at 6%; with 100% employer match about $95,685 at 4% or $63,790 at 6%.
202116$1,703,272$43,650$7,275iApproximate average salary by contribution assumption: employee only about $181,875 at 4% or $121,250 at 6%; with 50% employer match about $121,250 at 4% or $80,833 at 6%; with 100% employer match about $90,938 at 4% or $60,625 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-6$1,703,272$43,650$7,275iApproximate average salary by contribution assumption: employee only about $181,875 at 4% or $121,250 at 6%; with 50% employer match about $121,250 at 4% or $80,833 at 6%; with 100% employer match about $90,938 at 4% or $60,625 at 6%.
202015$1,460,783$66,525$13,305iApproximate average salary by contribution assumption: employee only about $332,625 at 4% or $221,750 at 6%; with 50% employer match about $221,750 at 4% or $147,833 at 6%; with 100% employer match about $166,313 at 4% or $110,875 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-5$1,460,783$66,525$13,305iApproximate average salary by contribution assumption: employee only about $332,625 at 4% or $221,750 at 6%; with 50% employer match about $221,750 at 4% or $147,833 at 6%; with 100% employer match about $166,313 at 4% or $110,875 at 6%.
201915$1,205,508$72,329$14,466iApproximate average salary by contribution assumption: employee only about $361,645 at 4% or $241,097 at 6%; with 50% employer match about $241,097 at 4% or $160,731 at 6%; with 100% employer match about $180,823 at 4% or $120,548 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-5$1,205,508$72,329$14,466iApproximate average salary by contribution assumption: employee only about $361,645 at 4% or $241,097 at 6%; with 50% employer match about $241,097 at 4% or $160,731 at 6%; with 100% employer match about $180,823 at 4% or $120,548 at 6%.
201815$937,624$45,387$9,077iApproximate average salary by contribution assumption: employee only about $226,935 at 4% or $151,290 at 6%; with 50% employer match about $151,290 at 4% or $100,860 at 6%; with 100% employer match about $113,468 at 4% or $75,645 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-5$937,624$45,387$9,077iApproximate average salary by contribution assumption: employee only about $226,935 at 4% or $151,290 at 6%; with 50% employer match about $151,290 at 4% or $100,860 at 6%; with 100% employer match about $113,468 at 4% or $75,645 at 6%.
201716$1,447,433$121,098$20,183iApproximate average salary by contribution assumption: employee only about $504,575 at 4% or $336,383 at 6%; with 50% employer match about $336,383 at 4% or $224,256 at 6%; with 100% employer match about $252,288 at 4% or $168,192 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-6$1,447,433$121,098$20,183iApproximate average salary by contribution assumption: employee only about $504,575 at 4% or $336,383 at 6%; with 50% employer match about $336,383 at 4% or $224,256 at 6%; with 100% employer match about $252,288 at 4% or $168,192 at 6%.
201616$1,145,113$36,820$6,137iApproximate average salary by contribution assumption: employee only about $153,417 at 4% or $102,278 at 6%; with 50% employer match about $102,278 at 4% or $68,185 at 6%; with 100% employer match about $76,708 at 4% or $51,139 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-6$1,145,113$36,820$6,137iApproximate average salary by contribution assumption: employee only about $153,417 at 4% or $102,278 at 6%; with 50% employer match about $102,278 at 4% or $68,185 at 6%; with 100% employer match about $76,708 at 4% or $51,139 at 6%.
201516$1,062,815$25,384$4,231iApproximate average salary by contribution assumption: employee only about $105,767 at 4% or $70,511 at 6%; with 50% employer match about $70,511 at 4% or $47,007 at 6%; with 100% employer match about $52,883 at 4% or $35,256 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-6$1,062,815$25,384$4,231iApproximate average salary by contribution assumption: employee only about $105,767 at 4% or $70,511 at 6%; with 50% employer match about $70,511 at 4% or $47,007 at 6%; with 100% employer match about $52,883 at 4% or $35,256 at 6%.
201416$1,076,361$27,545$4,591iApproximate average salary by contribution assumption: employee only about $114,771 at 4% or $76,514 at 6%; with 50% employer match about $76,514 at 4% or $51,009 at 6%; with 100% employer match about $57,385 at 4% or $38,257 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-6$1,076,361$27,545$4,591iApproximate average salary by contribution assumption: employee only about $114,771 at 4% or $76,514 at 6%; with 50% employer match about $76,514 at 4% or $51,009 at 6%; with 100% employer match about $57,385 at 4% or $38,257 at 6%.
201316$930,250$23,393$3,899iApproximate average salary by contribution assumption: employee only about $97,471 at 4% or $64,981 at 6%; with 50% employer match about $64,981 at 4% or $43,320 at 6%; with 100% employer match about $48,735 at 4% or $32,490 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-6$930,250$23,393$3,899iApproximate average salary by contribution assumption: employee only about $97,471 at 4% or $64,981 at 6%; with 50% employer match about $64,981 at 4% or $43,320 at 6%; with 100% employer match about $48,735 at 4% or $32,490 at 6%.
201216$756,491$58,061$9,677iApproximate average salary by contribution assumption: employee only about $241,921 at 4% or $161,281 at 6%; with 50% employer match about $161,281 at 4% or $107,520 at 6%; with 100% employer match about $120,960 at 4% or $80,640 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-6$756,491$58,061$9,677iApproximate average salary by contribution assumption: employee only about $241,921 at 4% or $161,281 at 6%; with 50% employer match about $161,281 at 4% or $107,520 at 6%; with 100% employer match about $120,960 at 4% or $80,640 at 6%.
201116$674,867$81,494$13,582iApproximate average salary by contribution assumption: employee only about $339,558 at 4% or $226,372 at 6%; with 50% employer match about $226,372 at 4% or $150,915 at 6%; with 100% employer match about $169,779 at 4% or $113,186 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-6$674,867$81,494$13,582iApproximate average salary by contribution assumption: employee only about $339,558 at 4% or $226,372 at 6%; with 50% employer match about $226,372 at 4% or $150,915 at 6%; with 100% employer match about $169,779 at 4% or $113,186 at 6%.
201016$647,444$71,262$11,877iApproximate average salary by contribution assumption: employee only about $296,925 at 4% or $197,950 at 6%; with 50% employer match about $197,950 at 4% or $131,967 at 6%; with 100% employer match about $148,463 at 4% or $98,975 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-6$647,444$71,262$11,877iApproximate average salary by contribution assumption: employee only about $296,925 at 4% or $197,950 at 6%; with 50% employer match about $197,950 at 4% or $131,967 at 6%; with 100% employer match about $148,463 at 4% or $98,975 at 6%.
200915$551,996$73,980$14,796iApproximate average salary by contribution assumption: employee only about $369,900 at 4% or $246,600 at 6%; with 50% employer match about $246,600 at 4% or $164,400 at 6%; with 100% employer match about $184,950 at 4% or $123,300 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-5$551,996$73,980$14,796iApproximate average salary by contribution assumption: employee only about $369,900 at 4% or $246,600 at 6%; with 50% employer match about $246,600 at 4% or $164,400 at 6%; with 100% employer match about $184,950 at 4% or $123,300 at 6%.
200814$382,408$73,850$18,463iApproximate average salary by contribution assumption: employee only about $461,563 at 4% or $307,708 at 6%; with 50% employer match about $307,708 at 4% or $205,139 at 6%; with 100% employer match about $230,781 at 4% or $153,854 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-4$382,408$73,850$18,463iApproximate average salary by contribution assumption: employee only about $461,563 at 4% or $307,708 at 6%; with 50% employer match about $307,708 at 4% or $205,139 at 6%; with 100% employer match about $230,781 at 4% or $153,854 at 6%.
200713$863,495$66,320$22,107iApproximate average salary by contribution assumption: employee only about $552,667 at 4% or $368,444 at 6%; with 50% employer match about $368,444 at 4% or $245,630 at 6%; with 100% employer match about $276,333 at 4% or $184,222 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-3$863,495$66,320$22,107iApproximate average salary by contribution assumption: employee only about $552,667 at 4% or $368,444 at 6%; with 50% employer match about $368,444 at 4% or $245,630 at 6%; with 100% employer match about $276,333 at 4% or $184,222 at 6%.
200613$1,106,115$73,194$24,398iApproximate average salary by contribution assumption: employee only about $609,950 at 4% or $406,633 at 6%; with 50% employer match about $406,633 at 4% or $271,089 at 6%; with 100% employer match about $304,975 at 4% or $203,317 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-3$1,106,115$73,194$24,398iApproximate average salary by contribution assumption: employee only about $609,950 at 4% or $406,633 at 6%; with 50% employer match about $406,633 at 4% or $271,089 at 6%; with 100% employer match about $304,975 at 4% or $203,317 at 6%.
200514$918,224$67,910$16,978iApproximate average salary by contribution assumption: employee only about $424,438 at 4% or $282,958 at 6%; with 50% employer match about $282,958 at 4% or $188,639 at 6%; with 100% employer match about $212,219 at 4% or $141,479 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-4$918,224$67,910$16,978iApproximate average salary by contribution assumption: employee only about $424,438 at 4% or $282,958 at 6%; with 50% employer match about $282,958 at 4% or $188,639 at 6%; with 100% employer match about $212,219 at 4% or $141,479 at 6%.
200414$779,169$74,721$18,680iApproximate average salary by contribution assumption: employee only about $467,006 at 4% or $311,338 at 6%; with 50% employer match about $311,338 at 4% or $207,558 at 6%; with 100% employer match about $233,503 at 4% or $155,669 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-4$779,169$74,721$18,680iApproximate average salary by contribution assumption: employee only about $467,006 at 4% or $311,338 at 6%; with 50% employer match about $311,338 at 4% or $207,558 at 6%; with 100% employer match about $233,503 at 4% or $155,669 at 6%.
200314$624,317$67,300$16,825iApproximate average salary by contribution assumption: employee only about $420,625 at 4% or $280,417 at 6%; with 50% employer match about $280,417 at 4% or $186,944 at 6%; with 100% employer match about $210,313 at 4% or $140,208 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-4$624,317$67,300$16,825iApproximate average salary by contribution assumption: employee only about $420,625 at 4% or $280,417 at 6%; with 50% employer match about $280,417 at 4% or $186,944 at 6%; with 100% employer match about $210,313 at 4% or $140,208 at 6%.
200214$471,089$59,849$14,962iApproximate average salary by contribution assumption: employee only about $374,056 at 4% or $249,371 at 6%; with 50% employer match about $249,371 at 4% or $166,247 at 6%; with 100% employer match about $187,028 at 4% or $124,685 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-4$471,089$59,849$14,962iApproximate average salary by contribution assumption: employee only about $374,056 at 4% or $249,371 at 6%; with 50% employer match about $249,371 at 4% or $166,247 at 6%; with 100% employer match about $187,028 at 4% or $124,685 at 6%.
200114$515,020$52,260$13,065iApproximate average salary by contribution assumption: employee only about $326,625 at 4% or $217,750 at 6%; with 50% employer match about $217,750 at 4% or $145,167 at 6%; with 100% employer match about $163,313 at 4% or $108,875 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-4$515,020$52,260$13,065iApproximate average salary by contribution assumption: employee only about $326,625 at 4% or $217,750 at 6%; with 50% employer match about $217,750 at 4% or $145,167 at 6%; with 100% employer match about $163,313 at 4% or $108,875 at 6%.
200014$743,738$50,067$12,517iApproximate average salary by contribution assumption: employee only about $312,919 at 4% or $208,613 at 6%; with 50% employer match about $208,613 at 4% or $139,075 at 6%; with 100% employer match about $156,459 at 4% or $104,306 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-4$743,738$50,067$12,517iApproximate average salary by contribution assumption: employee only about $312,919 at 4% or $208,613 at 6%; with 50% employer match about $208,613 at 4% or $139,075 at 6%; with 100% employer match about $156,459 at 4% or $104,306 at 6%.
199914$904,747$48,150$12,038iApproximate average salary by contribution assumption: employee only about $300,938 at 4% or $200,625 at 6%; with 50% employer match about $200,625 at 4% or $133,750 at 6%; with 100% employer match about $150,469 at 4% or $100,313 at 6%.
Sam Granato Insurance Services Inc. 401K Profit Sharing Plan-4$904,747$48,150$12,038iApproximate average salary by contribution assumption: employee only about $300,938 at 4% or $200,625 at 6%; with 50% employer match about $200,625 at 4% or $133,750 at 6%; with 100% employer match about $150,469 at 4% or $100,313 at 6%.