501C Insurance Programs Inc. DBA 501C Services
Plan context: 501(C) Insurance Programs Inc. Esop
EIN 77-0290639 • San Jose, CA • 43 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$43,650,413
2024 Contributions
$1,666,583
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 26 | $43,650,413 | $1,666,583 | $64,099iApproximate average salary by contribution assumption: employee only about $1,602,484 at 4% or $1,068,322 at 6%; with 50% employer match about $1,068,322 at 4% or $712,215 at 6%; with 100% employer match about $801,242 at 4% or $534,161 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 25 | $36,837,071 | $560,000 | $22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%. |
| 501C Services 401K Plan | - | 26 | $6,813,342 | $1,106,583 | $42,561iApproximate average salary by contribution assumption: employee only about $1,064,022 at 4% or $709,348 at 6%; with 50% employer match about $709,348 at 4% or $472,899 at 6%; with 100% employer match about $532,011 at 4% or $354,674 at 6%. |
| 2023 | 2 | 29 | $36,392,523 | $1,052,379 | $36,289iApproximate average salary by contribution assumption: employee only about $907,223 at 4% or $604,816 at 6%; with 50% employer match about $604,816 at 4% or $403,210 at 6%; with 100% employer match about $453,612 at 4% or $302,408 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 22 | $30,827,115 | $700,000 | $31,818iApproximate average salary by contribution assumption: employee only about $795,455 at 4% or $530,303 at 6%; with 50% employer match about $530,303 at 4% or $353,535 at 6%; with 100% employer match about $397,727 at 4% or $265,152 at 6%. |
| 501C Services 401K Plan | - | 29 | $5,565,408 | $352,379 | $12,151iApproximate average salary by contribution assumption: employee only about $303,775 at 4% or $202,517 at 6%; with 50% employer match about $202,517 at 4% or $135,011 at 6%; with 100% employer match about $151,888 at 4% or $101,258 at 6%. |
| 2022 | 2 | 28 | $32,047,396 | $1,101,057 | $39,323iApproximate average salary by contribution assumption: employee only about $983,087 at 4% or $655,391 at 6%; with 50% employer match about $655,391 at 4% or $436,927 at 6%; with 100% employer match about $491,543 at 4% or $327,696 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 22 | $27,144,617 | $775,000 | $35,227iApproximate average salary by contribution assumption: employee only about $880,682 at 4% or $587,121 at 6%; with 50% employer match about $587,121 at 4% or $391,414 at 6%; with 100% employer match about $440,341 at 4% or $293,561 at 6%. |
| 501C Services 401K Plan | - | 28 | $4,902,779 | $326,057 | $11,645iApproximate average salary by contribution assumption: employee only about $291,122 at 4% or $194,082 at 6%; with 50% employer match about $194,082 at 4% or $129,388 at 6%; with 100% employer match about $145,561 at 4% or $97,041 at 6%. |
| 2021 | 2 | 28 | $29,496,020 | $1,070,204 | $38,222iApproximate average salary by contribution assumption: employee only about $955,539 at 4% or $637,026 at 6%; with 50% employer match about $637,026 at 4% or $424,684 at 6%; with 100% employer match about $477,770 at 4% or $318,513 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 23 | $23,620,485 | $750,000 | $32,609iApproximate average salary by contribution assumption: employee only about $815,217 at 4% or $543,478 at 6%; with 50% employer match about $543,478 at 4% or $362,319 at 6%; with 100% employer match about $407,609 at 4% or $271,739 at 6%. |
| 501C Services 401K Plan | - | 28 | $5,875,535 | $320,204 | $11,436iApproximate average salary by contribution assumption: employee only about $285,896 at 4% or $190,598 at 6%; with 50% employer match about $190,598 at 4% or $127,065 at 6%; with 100% employer match about $142,948 at 4% or $95,299 at 6%. |
| 2020 | 2 | 26 | $25,207,417 | $1,210,118 | $46,543iApproximate average salary by contribution assumption: employee only about $1,163,575 at 4% or $775,717 at 6%; with 50% employer match about $775,717 at 4% or $517,144 at 6%; with 100% employer match about $581,788 at 4% or $387,858 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 22 | $20,255,219 | $725,000 | $32,955iApproximate average salary by contribution assumption: employee only about $823,864 at 4% or $549,242 at 6%; with 50% employer match about $549,242 at 4% or $366,162 at 6%; with 100% employer match about $411,932 at 4% or $274,621 at 6%. |
| 501C Services 401K Plan | - | 26 | $4,952,198 | $485,118 | $18,658iApproximate average salary by contribution assumption: employee only about $466,460 at 4% or $310,973 at 6%; with 50% employer match about $310,973 at 4% or $207,315 at 6%; with 100% employer match about $233,230 at 4% or $155,487 at 6%. |
| 2019 | 2 | 28 | $21,868,088 | $1,129,758 | $40,349iApproximate average salary by contribution assumption: employee only about $1,008,713 at 4% or $672,475 at 6%; with 50% employer match about $672,475 at 4% or $448,317 at 6%; with 100% employer match about $504,356 at 4% or $336,238 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 22 | $17,352,886 | $725,000 | $32,955iApproximate average salary by contribution assumption: employee only about $823,864 at 4% or $549,242 at 6%; with 50% employer match about $549,242 at 4% or $366,162 at 6%; with 100% employer match about $411,932 at 4% or $274,621 at 6%. |
| 501C Services 401K Plan | - | 28 | $4,515,202 | $404,758 | $14,456iApproximate average salary by contribution assumption: employee only about $361,391 at 4% or $240,927 at 6%; with 50% employer match about $240,927 at 4% or $160,618 at 6%; with 100% employer match about $180,696 at 4% or $120,464 at 6%. |
| 2018 | 2 | 29 | $19,275,069 | $971,518 | $33,501iApproximate average salary by contribution assumption: employee only about $837,516 at 4% or $558,344 at 6%; with 50% employer match about $558,344 at 4% or $372,229 at 6%; with 100% employer match about $418,758 at 4% or $279,172 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 25 | $15,669,866 | $700,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| 501C Services 401K Plan | - | 29 | $3,605,203 | $271,518 | $9,363iApproximate average salary by contribution assumption: employee only about $234,067 at 4% or $156,045 at 6%; with 50% employer match about $156,045 at 4% or $104,030 at 6%; with 100% employer match about $117,034 at 4% or $78,022 at 6%. |
| 2017 | 2 | 28 | $15,313,990 | $846,967 | $30,249iApproximate average salary by contribution assumption: employee only about $756,221 at 4% or $504,147 at 6%; with 50% employer match about $504,147 at 4% or $336,098 at 6%; with 100% employer match about $378,110 at 4% or $252,074 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 28 | $11,379,895 | $600,000 | $21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%. |
| 501C Services 401K Plan | - | 28 | $3,934,095 | $246,967 | $8,820iApproximate average salary by contribution assumption: employee only about $220,506 at 4% or $147,004 at 6%; with 50% employer match about $147,004 at 4% or $98,003 at 6%; with 100% employer match about $110,253 at 4% or $73,502 at 6%. |
| 2016 | 2 | 29 | $11,515,438 | $699,189 | $24,110iApproximate average salary by contribution assumption: employee only about $602,749 at 4% or $401,833 at 6%; with 50% employer match about $401,833 at 4% or $267,889 at 6%; with 100% employer match about $301,375 at 4% or $200,916 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 27 | $8,180,462 | $446,237 | $16,527iApproximate average salary by contribution assumption: employee only about $413,182 at 4% or $275,455 at 6%; with 50% employer match about $275,455 at 4% or $183,637 at 6%; with 100% employer match about $206,591 at 4% or $137,727 at 6%. |
| 501C Services 401K Plan | - | 29 | $3,334,976 | $252,952 | $8,722iApproximate average salary by contribution assumption: employee only about $218,062 at 4% or $145,375 at 6%; with 50% employer match about $145,375 at 4% or $96,916 at 6%; with 100% employer match about $109,031 at 4% or $72,687 at 6%. |
| 2015 | 2 | 31 | $9,484,780 | $1,000,172 | $32,264iApproximate average salary by contribution assumption: employee only about $806,590 at 4% or $537,727 at 6%; with 50% employer match about $537,727 at 4% or $358,485 at 6%; with 100% employer match about $403,295 at 4% or $268,863 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 24 | $6,595,288 | $625,000 | $26,042iApproximate average salary by contribution assumption: employee only about $651,042 at 4% or $434,028 at 6%; with 50% employer match about $434,028 at 4% or $289,352 at 6%; with 100% employer match about $325,521 at 4% or $217,014 at 6%. |
| 501C Services 401K Plan | - | 31 | $2,889,492 | $375,172 | $12,102iApproximate average salary by contribution assumption: employee only about $302,558 at 4% or $201,705 at 6%; with 50% employer match about $201,705 at 4% or $134,470 at 6%; with 100% employer match about $151,279 at 4% or $100,853 at 6%. |
| 2014 | 2 | 29 | $5,530,681 | $796,879 | $27,479iApproximate average salary by contribution assumption: employee only about $686,965 at 4% or $457,976 at 6%; with 50% employer match about $457,976 at 4% or $305,318 at 6%; with 100% employer match about $343,482 at 4% or $228,988 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 25 | $2,974,535 | $500,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 501C Services 401K Plan | - | 29 | $2,556,146 | $296,879 | $10,237iApproximate average salary by contribution assumption: employee only about $255,930 at 4% or $170,620 at 6%; with 50% employer match about $170,620 at 4% or $113,747 at 6%; with 100% employer match about $127,965 at 4% or $85,310 at 6%. |
| 2013 | 2 | 30 | $5,036,450 | $862,238 | $28,741iApproximate average salary by contribution assumption: employee only about $718,532 at 4% or $479,021 at 6%; with 50% employer match about $479,021 at 4% or $319,347 at 6%; with 100% employer match about $359,266 at 4% or $239,511 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 25 | $2,536,943 | $500,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 501C Services 401K Plan | - | 30 | $2,499,507 | $362,238 | $12,075iApproximate average salary by contribution assumption: employee only about $301,865 at 4% or $201,243 at 6%; with 50% employer match about $201,243 at 4% or $134,162 at 6%; with 100% employer match about $150,933 at 4% or $100,622 at 6%. |
| 2012 | 2 | 30 | $3,902,147 | $750,173 | $25,006iApproximate average salary by contribution assumption: employee only about $625,144 at 4% or $416,763 at 6%; with 50% employer match about $416,763 at 4% or $277,842 at 6%; with 100% employer match about $312,572 at 4% or $208,381 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 29 | $2,000,932 | $500,000 | $17,241iApproximate average salary by contribution assumption: employee only about $431,034 at 4% or $287,356 at 6%; with 50% employer match about $287,356 at 4% or $191,571 at 6%; with 100% employer match about $215,517 at 4% or $143,678 at 6%. |
| 501C Services 401K Plan | - | 30 | $1,901,215 | $250,173 | $8,339iApproximate average salary by contribution assumption: employee only about $208,478 at 4% or $138,985 at 6%; with 50% employer match about $138,985 at 4% or $92,657 at 6%; with 100% employer match about $104,239 at 4% or $69,493 at 6%. |
| 2011 | 2 | 32 | $3,267,709 | $736,721 | $23,023iApproximate average salary by contribution assumption: employee only about $575,563 at 4% or $383,709 at 6%; with 50% employer match about $383,709 at 4% or $255,806 at 6%; with 100% employer match about $287,782 at 4% or $191,854 at 6%. |
| 501C Services 401K Plan | - | 32 | $1,764,072 | $236,721 | $7,398iApproximate average salary by contribution assumption: employee only about $184,938 at 4% or $123,292 at 6%; with 50% employer match about $123,292 at 4% or $82,195 at 6%; with 100% employer match about $92,469 at 4% or $61,646 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 29 | $1,503,637 | $500,000 | $17,241iApproximate average salary by contribution assumption: employee only about $431,034 at 4% or $287,356 at 6%; with 50% employer match about $287,356 at 4% or $191,571 at 6%; with 100% employer match about $215,517 at 4% or $143,678 at 6%. |
| 2010 | 2 | 31 | $2,705,033 | $727,693 | $23,474iApproximate average salary by contribution assumption: employee only about $586,849 at 4% or $391,233 at 6%; with 50% employer match about $391,233 at 4% or $260,822 at 6%; with 100% employer match about $293,425 at 4% or $195,616 at 6%. |
| 501C Services 401K Plan | - | 31 | $1,703,765 | $227,693 | $7,345iApproximate average salary by contribution assumption: employee only about $183,623 at 4% or $122,416 at 6%; with 50% employer match about $122,416 at 4% or $81,610 at 6%; with 100% employer match about $91,812 at 4% or $61,208 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 30 | $1,001,268 | $500,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2009 | 2 | 31 | $1,836,466 | $726,707 | $23,442iApproximate average salary by contribution assumption: employee only about $586,054 at 4% or $390,703 at 6%; with 50% employer match about $390,703 at 4% or $260,468 at 6%; with 100% employer match about $293,027 at 4% or $195,351 at 6%. |
| 501C Services 401K Plan | - | 31 | $1,336,466 | $226,707 | $7,313iApproximate average salary by contribution assumption: employee only about $182,828 at 4% or $121,885 at 6%; with 50% employer match about $121,885 at 4% or $81,257 at 6%; with 100% employer match about $91,414 at 4% or $60,943 at 6%. |
| 501(C) Insurance Programs Inc. Esop | - | 28 | $500,000 | $500,000 | $17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%. |
| 2008 | 1 | 33 | $0 | $0 | - |
| 501C Services 401K Plan | - | 33 | - | - | - |
| 2007 | 1 | 33 | $0 | $0 | - |
| 501C Services 401K Plan | - | 33 | - | - | - |
| 2006 | 1 | 29 | $1,163,760 | $168,216 | $5,801iApproximate average salary by contribution assumption: employee only about $145,014 at 4% or $96,676 at 6%; with 50% employer match about $96,676 at 4% or $64,451 at 6%; with 100% employer match about $72,507 at 4% or $48,338 at 6%. |
| 501C Services 401K Plan | - | 29 | $1,163,760 | $168,216 | $5,801iApproximate average salary by contribution assumption: employee only about $145,014 at 4% or $96,676 at 6%; with 50% employer match about $96,676 at 4% or $64,451 at 6%; with 100% employer match about $72,507 at 4% or $48,338 at 6%. |
| 2005 | 1 | 28 | $927,793 | $136,891 | $4,889iApproximate average salary by contribution assumption: employee only about $122,224 at 4% or $81,483 at 6%; with 50% employer match about $81,483 at 4% or $54,322 at 6%; with 100% employer match about $61,112 at 4% or $40,741 at 6%. |
| 501C Services 401K Plan | - | 28 | $927,793 | $136,891 | $4,889iApproximate average salary by contribution assumption: employee only about $122,224 at 4% or $81,483 at 6%; with 50% employer match about $81,483 at 4% or $54,322 at 6%; with 100% employer match about $61,112 at 4% or $40,741 at 6%. |
| 2004 | 1 | 26 | $867,279 | $135,053 | $5,194iApproximate average salary by contribution assumption: employee only about $129,859 at 4% or $86,572 at 6%; with 50% employer match about $86,572 at 4% or $57,715 at 6%; with 100% employer match about $64,929 at 4% or $43,286 at 6%. |
| 501C Services 401K Plan | - | 26 | $867,279 | $135,053 | $5,194iApproximate average salary by contribution assumption: employee only about $129,859 at 4% or $86,572 at 6%; with 50% employer match about $86,572 at 4% or $57,715 at 6%; with 100% employer match about $64,929 at 4% or $43,286 at 6%. |
| 2003 | 1 | 21 | $649,578 | $103,683 | $4,937iApproximate average salary by contribution assumption: employee only about $123,432 at 4% or $82,288 at 6%; with 50% employer match about $82,288 at 4% or $54,859 at 6%; with 100% employer match about $61,716 at 4% or $41,144 at 6%. |
| 501C Services 401K Plan | - | 21 | $649,578 | $103,683 | $4,937iApproximate average salary by contribution assumption: employee only about $123,432 at 4% or $82,288 at 6%; with 50% employer match about $82,288 at 4% or $54,859 at 6%; with 100% employer match about $61,716 at 4% or $41,144 at 6%. |
| 2002 | 1 | 20 | $494,838 | $113,679 | $5,684iApproximate average salary by contribution assumption: employee only about $142,099 at 4% or $94,733 at 6%; with 50% employer match about $94,733 at 4% or $63,155 at 6%; with 100% employer match about $71,049 at 4% or $47,366 at 6%. |
| 501C Services 401K Plan | - | 20 | $494,838 | $113,679 | $5,684iApproximate average salary by contribution assumption: employee only about $142,099 at 4% or $94,733 at 6%; with 50% employer match about $94,733 at 4% or $63,155 at 6%; with 100% employer match about $71,049 at 4% or $47,366 at 6%. |
| 2001 | 1 | 18 | $0 | $0 | - |
| 501C Services 401K Plan | - | 18 | - | - | - |
| 2000 | 1 | 15 | $521,833 | $82,830 | $5,522iApproximate average salary by contribution assumption: employee only about $138,050 at 4% or $92,033 at 6%; with 50% employer match about $92,033 at 4% or $61,356 at 6%; with 100% employer match about $69,025 at 4% or $46,017 at 6%. |
| 501C Services 401K Plan | - | 15 | $521,833 | $82,830 | $5,522iApproximate average salary by contribution assumption: employee only about $138,050 at 4% or $92,033 at 6%; with 50% employer match about $92,033 at 4% or $61,356 at 6%; with 100% employer match about $69,025 at 4% or $46,017 at 6%. |
| 1999 | 2 | 19 | $524,416 | $104,581 | $5,504iApproximate average salary by contribution assumption: employee only about $137,607 at 4% or $91,738 at 6%; with 50% employer match about $91,738 at 4% or $61,158 at 6%; with 100% employer match about $68,803 at 4% or $45,869 at 6%. |
| 501C Services 401K Plan | - | 19 | $524,416 | $104,581 | $5,504iApproximate average salary by contribution assumption: employee only about $137,607 at 4% or $91,738 at 6%; with 50% employer match about $91,738 at 4% or $61,158 at 6%; with 100% employer match about $68,803 at 4% or $45,869 at 6%. |
| Flexible Spending Account | - | 0 | - | - | - |