Civic Intelligence

David M. Souza Insurance Agency Inc.

Plan context: David M. Souza Insurance Agency Inc. Profit Sharing Plan

EIN 77-0416177 • Milpitas, CA • 26 filings • 2 plans

101 Serra WayMilpitas, CA 95035
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,042,282

2024 Contributions

$34,000

Historical Graphs

Total Assets Over Time

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

$1,042,282$521,141$0199920152024YearValue
$1,042,282Latest 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
2Latest 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
202412$1,042,282$34,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-2$1,042,282$34,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
202314$970,338$42,540$10,635iApproximate average salary by contribution assumption: employee only about $265,875 at 4% or $177,250 at 6%; with 50% employer match about $177,250 at 4% or $118,167 at 6%; with 100% employer match about $132,938 at 4% or $88,625 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-4$970,338$42,540$10,635iApproximate average salary by contribution assumption: employee only about $265,875 at 4% or $177,250 at 6%; with 50% employer match about $177,250 at 4% or $118,167 at 6%; with 100% employer match about $132,938 at 4% or $88,625 at 6%.
202212$842,595$0-
David M. Souza Insurance Agency Inc. Profit Sharing Plan-2$842,595$0-
202112$790,857$0-
David M. Souza Insurance Agency Inc. Profit Sharing Plan-2$790,857$0-
202012$874,970$0-
David M. Souza Insurance Agency Inc. Profit Sharing Plan-2$874,970$0-
201912$737,424$0-
David M. Souza Insurance Agency Inc. Profit Sharing Plan-2$737,424$0-
201812$696,834$27,771$13,886iApproximate average salary by contribution assumption: employee only about $347,138 at 4% or $231,425 at 6%; with 50% employer match about $231,425 at 4% or $154,283 at 6%; with 100% employer match about $173,569 at 4% or $115,713 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-2$696,834$27,771$13,886iApproximate average salary by contribution assumption: employee only about $347,138 at 4% or $231,425 at 6%; with 50% employer match about $231,425 at 4% or $154,283 at 6%; with 100% employer match about $173,569 at 4% or $115,713 at 6%.
201713$658,563$31,962$10,654iApproximate average salary by contribution assumption: employee only about $266,350 at 4% or $177,567 at 6%; with 50% employer match about $177,567 at 4% or $118,378 at 6%; with 100% employer match about $133,175 at 4% or $88,783 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-3$658,563$31,962$10,654iApproximate average salary by contribution assumption: employee only about $266,350 at 4% or $177,567 at 6%; with 50% employer match about $177,567 at 4% or $118,378 at 6%; with 100% employer match about $133,175 at 4% or $88,783 at 6%.
201613$605,678$13,118$4,373iApproximate average salary by contribution assumption: employee only about $109,317 at 4% or $72,878 at 6%; with 50% employer match about $72,878 at 4% or $48,585 at 6%; with 100% employer match about $54,658 at 4% or $36,439 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-3$605,678$13,118$4,373iApproximate average salary by contribution assumption: employee only about $109,317 at 4% or $72,878 at 6%; with 50% employer match about $72,878 at 4% or $48,585 at 6%; with 100% employer match about $54,658 at 4% or $36,439 at 6%.
201514$594,744$35,366$8,842iApproximate average salary by contribution assumption: employee only about $221,038 at 4% or $147,358 at 6%; with 50% employer match about $147,358 at 4% or $98,239 at 6%; with 100% employer match about $110,519 at 4% or $73,679 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-4$594,744$35,366$8,842iApproximate average salary by contribution assumption: employee only about $221,038 at 4% or $147,358 at 6%; with 50% employer match about $147,358 at 4% or $98,239 at 6%; with 100% employer match about $110,519 at 4% or $73,679 at 6%.
201414$608,429$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-4$608,429$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201316$555,211$23,955$3,993iApproximate average salary by contribution assumption: employee only about $99,813 at 4% or $66,542 at 6%; with 50% employer match about $66,542 at 4% or $44,361 at 6%; with 100% employer match about $49,906 at 4% or $33,271 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-6$555,211$23,955$3,993iApproximate average salary by contribution assumption: employee only about $99,813 at 4% or $66,542 at 6%; with 50% employer match about $66,542 at 4% or $44,361 at 6%; with 100% employer match about $49,906 at 4% or $33,271 at 6%.
201216$453,616$26,000$4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-6$453,616$26,000$4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%.
201116$377,930$23,000$3,833iApproximate average salary by contribution assumption: employee only about $95,833 at 4% or $63,889 at 6%; with 50% employer match about $63,889 at 4% or $42,593 at 6%; with 100% employer match about $47,917 at 4% or $31,944 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-6$377,930$23,000$3,833iApproximate average salary by contribution assumption: employee only about $95,833 at 4% or $63,889 at 6%; with 50% employer match about $63,889 at 4% or $42,593 at 6%; with 100% employer match about $47,917 at 4% or $31,944 at 6%.
201016$336,529$24,637$4,106iApproximate average salary by contribution assumption: employee only about $102,654 at 4% or $68,436 at 6%; with 50% employer match about $68,436 at 4% or $45,624 at 6%; with 100% employer match about $51,327 at 4% or $34,218 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-6$336,529$24,637$4,106iApproximate average salary by contribution assumption: employee only about $102,654 at 4% or $68,436 at 6%; with 50% employer match about $68,436 at 4% or $45,624 at 6%; with 100% employer match about $51,327 at 4% or $34,218 at 6%.
200916$256,682$19,700$3,283iApproximate average salary by contribution assumption: employee only about $82,083 at 4% or $54,722 at 6%; with 50% employer match about $54,722 at 4% or $36,481 at 6%; with 100% employer match about $41,042 at 4% or $27,361 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-6$256,682$19,700$3,283iApproximate average salary by contribution assumption: employee only about $82,083 at 4% or $54,722 at 6%; with 50% employer match about $54,722 at 4% or $36,481 at 6%; with 100% employer match about $41,042 at 4% or $27,361 at 6%.
200815$0$0-
David M. Souza Insurance Agency Inc. Profit Sharing Plan-5---
200715$0$0-
David M. Souza Insurance Agency Inc. Profit Sharing Plan-5---
200614$268,431$29,307$7,327iApproximate average salary by contribution assumption: employee only about $183,169 at 4% or $122,113 at 6%; with 50% employer match about $122,113 at 4% or $81,408 at 6%; with 100% employer match about $91,584 at 4% or $61,056 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-4$268,431$29,307$7,327iApproximate average salary by contribution assumption: employee only about $183,169 at 4% or $122,113 at 6%; with 50% employer match about $122,113 at 4% or $81,408 at 6%; with 100% employer match about $91,584 at 4% or $61,056 at 6%.
200513$202,556$27,562$9,187iApproximate average salary by contribution assumption: employee only about $229,683 at 4% or $153,122 at 6%; with 50% employer match about $153,122 at 4% or $102,081 at 6%; with 100% employer match about $114,842 at 4% or $76,561 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-3$202,556$27,562$9,187iApproximate average salary by contribution assumption: employee only about $229,683 at 4% or $153,122 at 6%; with 50% employer match about $153,122 at 4% or $102,081 at 6%; with 100% employer match about $114,842 at 4% or $76,561 at 6%.
200413$0$0-
David M. Souza Insurance Agency Inc. Profit Sharing Plan-3---
200312$0$0-
David M. Souza Insurance Agency Inc. Profit Sharing Plan-2---
200213$102,320$23,367$7,789iApproximate average salary by contribution assumption: employee only about $194,725 at 4% or $129,817 at 6%; with 50% employer match about $129,817 at 4% or $86,544 at 6%; with 100% employer match about $97,363 at 4% or $64,908 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-3$102,320$23,367$7,789iApproximate average salary by contribution assumption: employee only about $194,725 at 4% or $129,817 at 6%; with 50% employer match about $129,817 at 4% or $86,544 at 6%; with 100% employer match about $97,363 at 4% or $64,908 at 6%.
200113$0$0-
David M. Souza Insurance Agency Inc. Profit Sharing Plan-3---
200012$0$0-
David M. Souza Insurance Agency Inc. Profit Sharing Plan-2---
199912$71,751$18,081$9,041iApproximate average salary by contribution assumption: employee only about $226,013 at 4% or $150,675 at 6%; with 50% employer match about $150,675 at 4% or $100,450 at 6%; with 100% employer match about $113,006 at 4% or $75,338 at 6%.
David M. Souza Insurance Agency Inc. Profit Sharing Plan-2$71,751$18,081$9,041iApproximate average salary by contribution assumption: employee only about $226,013 at 4% or $150,675 at 6%; with 50% employer match about $150,675 at 4% or $100,450 at 6%; with 100% employer match about $113,006 at 4% or $75,338 at 6%.