Civic Intelligence

BOZZUTO & ASSOCIATES INSURANCE SERVICES, INC.

Plan context: Bozzuto 401K Profit Sharing Plan

EIN 77-0530332 • Campbell, CA • 18 filings • 2 plans

34 South Second StreetCampbell, CA 95008
Current Snapshot

Latest Year

2018

2018 Participants

37

2018 Assets

$3,144,380

2018 Contributions

$458,608

Historical Graphs

Total Assets Over Time

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

$3,144,380$1,572,190$0200020102017YearValue
$3,144,380Latest year 2017

Participants Over Time

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

37190200020092017YearValue
37Latest year 2017

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
201810$0$0-
Bozzuto 401K Profit Sharing Plan-0$0--
2017137$3,144,380$458,608$12,395iApproximate average salary by contribution assumption: employee only about $309,870 at 4% or $206,580 at 6%; with 50% employer match about $206,580 at 4% or $137,720 at 6%; with 100% employer match about $154,935 at 4% or $103,290 at 6%.
Bozzuto 401K Profit Sharing Plan-37$3,144,380$458,608$12,395iApproximate average salary by contribution assumption: employee only about $309,870 at 4% or $206,580 at 6%; with 50% employer match about $206,580 at 4% or $137,720 at 6%; with 100% employer match about $154,935 at 4% or $103,290 at 6%.
2016126$2,347,832$282,829$10,878iApproximate average salary by contribution assumption: employee only about $271,951 at 4% or $181,301 at 6%; with 50% employer match about $181,301 at 4% or $120,867 at 6%; with 100% employer match about $135,975 at 4% or $90,650 at 6%.
Bozzuto 401K Profit Sharing Plan-26$2,347,832$282,829$10,878iApproximate average salary by contribution assumption: employee only about $271,951 at 4% or $181,301 at 6%; with 50% employer match about $181,301 at 4% or $120,867 at 6%; with 100% employer match about $135,975 at 4% or $90,650 at 6%.
2015121$1,953,543$508,234$24,202iApproximate average salary by contribution assumption: employee only about $605,040 at 4% or $403,360 at 6%; with 50% employer match about $403,360 at 4% or $268,907 at 6%; with 100% employer match about $302,520 at 4% or $201,680 at 6%.
Bozzuto 401K Profit Sharing Plan-21$1,953,543$508,234$24,202iApproximate average salary by contribution assumption: employee only about $605,040 at 4% or $403,360 at 6%; with 50% employer match about $403,360 at 4% or $268,907 at 6%; with 100% employer match about $302,520 at 4% or $201,680 at 6%.
2014118$1,474,090$157,232$8,735iApproximate average salary by contribution assumption: employee only about $218,378 at 4% or $145,585 at 6%; with 50% employer match about $145,585 at 4% or $97,057 at 6%; with 100% employer match about $109,189 at 4% or $72,793 at 6%.
Bozzuto 401K Profit Sharing Plan-18$1,474,090$157,232$8,735iApproximate average salary by contribution assumption: employee only about $218,378 at 4% or $145,585 at 6%; with 50% employer match about $145,585 at 4% or $97,057 at 6%; with 100% employer match about $109,189 at 4% or $72,793 at 6%.
2013119$1,278,332$151,649$7,982iApproximate average salary by contribution assumption: employee only about $199,538 at 4% or $133,025 at 6%; with 50% employer match about $133,025 at 4% or $88,684 at 6%; with 100% employer match about $99,769 at 4% or $66,513 at 6%.
Bozzuto 401K Profit Sharing Plan-19$1,278,332$151,649$7,982iApproximate average salary by contribution assumption: employee only about $199,538 at 4% or $133,025 at 6%; with 50% employer match about $133,025 at 4% or $88,684 at 6%; with 100% employer match about $99,769 at 4% or $66,513 at 6%.
201210$0$12,803-
Bozzuto 401K Profit Sharing Plan-0$0$12,803-
2011117$827,506$81,485$4,793iApproximate average salary by contribution assumption: employee only about $119,831 at 4% or $79,887 at 6%; with 50% employer match about $79,887 at 4% or $53,258 at 6%; with 100% employer match about $59,915 at 4% or $39,944 at 6%.
Bozzuto 401K Profit Sharing Plan-17$827,506$81,485$4,793iApproximate average salary by contribution assumption: employee only about $119,831 at 4% or $79,887 at 6%; with 50% employer match about $79,887 at 4% or $53,258 at 6%; with 100% employer match about $59,915 at 4% or $39,944 at 6%.
2010117$793,098$82,679$4,863iApproximate average salary by contribution assumption: employee only about $121,587 at 4% or $81,058 at 6%; with 50% employer match about $81,058 at 4% or $54,039 at 6%; with 100% employer match about $60,793 at 4% or $40,529 at 6%.
Bozzuto 401K Profit Sharing Plan-17$793,098$82,679$4,863iApproximate average salary by contribution assumption: employee only about $121,587 at 4% or $81,058 at 6%; with 50% employer match about $81,058 at 4% or $54,039 at 6%; with 100% employer match about $60,793 at 4% or $40,529 at 6%.
2009116$654,178$110,049$6,878iApproximate average salary by contribution assumption: employee only about $171,952 at 4% or $114,634 at 6%; with 50% employer match about $114,634 at 4% or $76,423 at 6%; with 100% employer match about $85,976 at 4% or $57,317 at 6%.
Bozzuto 401K Profit Sharing Plan-16$654,178$110,049$6,878iApproximate average salary by contribution assumption: employee only about $171,952 at 4% or $114,634 at 6%; with 50% employer match about $114,634 at 4% or $76,423 at 6%; with 100% employer match about $85,976 at 4% or $57,317 at 6%.
2008124$445,203$138,095$5,754iApproximate average salary by contribution assumption: employee only about $143,849 at 4% or $95,899 at 6%; with 50% employer match about $95,899 at 4% or $63,933 at 6%; with 100% employer match about $71,924 at 4% or $47,950 at 6%.
Bozzuto 401K Profit Sharing Plan-24$445,203$138,095$5,754iApproximate average salary by contribution assumption: employee only about $143,849 at 4% or $95,899 at 6%; with 50% employer match about $95,899 at 4% or $63,933 at 6%; with 100% employer match about $71,924 at 4% or $47,950 at 6%.
2006118$532,916$88,344$4,908iApproximate average salary by contribution assumption: employee only about $122,700 at 4% or $81,800 at 6%; with 50% employer match about $81,800 at 4% or $54,533 at 6%; with 100% employer match about $61,350 at 4% or $40,900 at 6%.
Bozzuto 401K Profit Sharing Plan-18$532,916$88,344$4,908iApproximate average salary by contribution assumption: employee only about $122,700 at 4% or $81,800 at 6%; with 50% employer match about $81,800 at 4% or $54,533 at 6%; with 100% employer match about $61,350 at 4% or $40,900 at 6%.
2005118$373,341$72,363$4,020iApproximate average salary by contribution assumption: employee only about $100,504 at 4% or $67,003 at 6%; with 50% employer match about $67,003 at 4% or $44,669 at 6%; with 100% employer match about $50,252 at 4% or $33,501 at 6%.
Bozzuto 401K Profit Sharing Plan-18$373,341$72,363$4,020iApproximate average salary by contribution assumption: employee only about $100,504 at 4% or $67,003 at 6%; with 50% employer match about $67,003 at 4% or $44,669 at 6%; with 100% employer match about $50,252 at 4% or $33,501 at 6%.
2004116$283,741$63,144$3,947iApproximate average salary by contribution assumption: employee only about $98,663 at 4% or $65,775 at 6%; with 50% employer match about $65,775 at 4% or $43,850 at 6%; with 100% employer match about $49,331 at 4% or $32,888 at 6%.
Bozzuto 401K Profit Sharing Plan-16$283,741$63,144$3,947iApproximate average salary by contribution assumption: employee only about $98,663 at 4% or $65,775 at 6%; with 50% employer match about $65,775 at 4% or $43,850 at 6%; with 100% employer match about $49,331 at 4% or $32,888 at 6%.
2003114$0$0-
Bozzuto 401K Profit Sharing Plan-14---
2002120$0$0-
Bozzuto 401K Profit Sharing Plan-20---
2001111$0$0-
Bozzuto 401K Profit Sharing Plan-11---
2000111$11,190$11,396$1,036iApproximate average salary by contribution assumption: employee only about $25,900 at 4% or $17,267 at 6%; with 50% employer match about $17,267 at 4% or $11,511 at 6%; with 100% employer match about $12,950 at 4% or $8,633 at 6%.
Bozzuto 401K Profit Sharing Plan-11$11,190$11,396$1,036iApproximate average salary by contribution assumption: employee only about $25,900 at 4% or $17,267 at 6%; with 50% employer match about $17,267 at 4% or $11,511 at 6%; with 100% employer match about $12,950 at 4% or $8,633 at 6%.