Civic Intelligence

Tom D. Ellis Insurance Services Inc

Plan context: Tom D. Ellis Insurance Services Retirement Plan & Trust

EIN 77-0442616 • El Dorado Hills, CA • 22 filings • 2 plans

3941 Park Drive, Suite 20-404El Dorado Hills, CA 95762
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$1,097,958

2020 Contributions

$10,980

Historical Graphs

Total Assets Over Time

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

$1,967,864$983,932$0199920112019YearValue
$1,097,958Latest year 2019

Participants Over Time

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

320199920092019YearValue
2Latest 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
202010$0$0-
Tom D. Ellis Insurance Services Retirement Plan & Trust-0$0--
201912$1,097,958$0-
Tom D. Ellis Insurance Services Retirement Plan & Trust-2$1,097,958$0-
201812$1,071,780$0-
Tom D. Ellis Insurance Services Retirement Plan & Trust-2$1,071,780$0-
201713$1,967,864$0-
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$1,967,864$0-
201613$1,768,217$0-
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$1,768,217$0-
201513$1,342,636$0-
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$1,342,636$0-
201413$1,600,075$10,980$3,660iApproximate average salary by contribution assumption: employee only about $91,500 at 4% or $61,000 at 6%; with 50% employer match about $61,000 at 4% or $40,667 at 6%; with 100% employer match about $45,750 at 4% or $30,500 at 6%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$1,600,075$10,980$3,660iApproximate average salary by contribution assumption: employee only about $91,500 at 4% or $61,000 at 6%; with 50% employer match about $61,000 at 4% or $40,667 at 6%; with 100% employer match about $45,750 at 4% or $30,500 at 6%.
201313$1,466,808$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$1,466,808$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201213$1,199,984$60,000$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%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$1,199,984$60,000$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%.
201113$1,024,247$50,000$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%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$1,024,247$50,000$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%.
201013$942,415$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$942,415$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200913$733,875$52,752$17,584iApproximate average salary by contribution assumption: employee only about $439,600 at 4% or $293,067 at 6%; with 50% employer match about $293,067 at 4% or $195,378 at 6%; with 100% employer match about $219,800 at 4% or $146,533 at 6%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$733,875$52,752$17,584iApproximate average salary by contribution assumption: employee only about $439,600 at 4% or $293,067 at 6%; with 50% employer match about $293,067 at 4% or $195,378 at 6%; with 100% employer match about $219,800 at 4% or $146,533 at 6%.
200813$0$0-
Tom D. Ellis Insurance Services Retirement Plan & Trust-3---
200713$0$0-
Tom D. Ellis Insurance Services Retirement Plan & Trust-3---
200613$598,979$71,200$23,733iApproximate average salary by contribution assumption: employee only about $593,333 at 4% or $395,556 at 6%; with 50% employer match about $395,556 at 4% or $263,704 at 6%; with 100% employer match about $296,667 at 4% or $197,778 at 6%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$598,979$71,200$23,733iApproximate average salary by contribution assumption: employee only about $593,333 at 4% or $395,556 at 6%; with 50% employer match about $395,556 at 4% or $263,704 at 6%; with 100% employer match about $296,667 at 4% or $197,778 at 6%.
200513$463,658$69,387$23,129iApproximate average salary by contribution assumption: employee only about $578,225 at 4% or $385,483 at 6%; with 50% employer match about $385,483 at 4% or $256,989 at 6%; with 100% employer match about $289,113 at 4% or $192,742 at 6%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$463,658$69,387$23,129iApproximate average salary by contribution assumption: employee only about $578,225 at 4% or $385,483 at 6%; with 50% employer match about $385,483 at 4% or $256,989 at 6%; with 100% employer match about $289,113 at 4% or $192,742 at 6%.
200413$336,717$46,870$15,623iApproximate average salary by contribution assumption: employee only about $390,583 at 4% or $260,389 at 6%; with 50% employer match about $260,389 at 4% or $173,593 at 6%; with 100% employer match about $195,292 at 4% or $130,194 at 6%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$336,717$46,870$15,623iApproximate average salary by contribution assumption: employee only about $390,583 at 4% or $260,389 at 6%; with 50% employer match about $260,389 at 4% or $173,593 at 6%; with 100% employer match about $195,292 at 4% or $130,194 at 6%.
200313$266,289$46,423$15,474iApproximate average salary by contribution assumption: employee only about $386,858 at 4% or $257,906 at 6%; with 50% employer match about $257,906 at 4% or $171,937 at 6%; with 100% employer match about $193,429 at 4% or $128,953 at 6%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$266,289$46,423$15,474iApproximate average salary by contribution assumption: employee only about $386,858 at 4% or $257,906 at 6%; with 50% employer match about $257,906 at 4% or $171,937 at 6%; with 100% employer match about $193,429 at 4% or $128,953 at 6%.
200213$138,230$46,750$15,583iApproximate average salary by contribution assumption: employee only about $389,583 at 4% or $259,722 at 6%; with 50% employer match about $259,722 at 4% or $173,148 at 6%; with 100% employer match about $194,792 at 4% or $129,861 at 6%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$138,230$46,750$15,583iApproximate average salary by contribution assumption: employee only about $389,583 at 4% or $259,722 at 6%; with 50% employer match about $259,722 at 4% or $173,148 at 6%; with 100% employer match about $194,792 at 4% or $129,861 at 6%.
200112$0$0-
Tom D. Ellis Insurance Services Retirement Plan & Trust-2---
200013$107,111$31,900$10,633iApproximate average salary by contribution assumption: employee only about $265,833 at 4% or $177,222 at 6%; with 50% employer match about $177,222 at 4% or $118,148 at 6%; with 100% employer match about $132,917 at 4% or $88,611 at 6%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$107,111$31,900$10,633iApproximate average salary by contribution assumption: employee only about $265,833 at 4% or $177,222 at 6%; with 50% employer match about $177,222 at 4% or $118,148 at 6%; with 100% employer match about $132,917 at 4% or $88,611 at 6%.
199913$89,594$35,670$11,890iApproximate average salary by contribution assumption: employee only about $297,250 at 4% or $198,167 at 6%; with 50% employer match about $198,167 at 4% or $132,111 at 6%; with 100% employer match about $148,625 at 4% or $99,083 at 6%.
Tom D. Ellis Insurance Services Retirement Plan & Trust-3$89,594$35,670$11,890iApproximate average salary by contribution assumption: employee only about $297,250 at 4% or $198,167 at 6%; with 50% employer match about $198,167 at 4% or $132,111 at 6%; with 100% employer match about $148,625 at 4% or $99,083 at 6%.