Civic Intelligence

Head Insurance Agency LLC

Plan context: Head Insurance Agency LLC 401(K) Plan

EIN 80-0503836 • Sherwood, WI • 10 filings • 1 plans

W579 Castle DriveSherwood, WI 54169
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,984,842

2025 Contributions

$118,801

Historical Graphs

Total Assets Over Time

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

$1,984,842$992,421$0201620212025YearValue
$1,984,842Latest year 2025

Participants Over Time

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

950201620212025YearValue
9Latest year 2025

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
202519$1,984,842$118,801$13,200iApproximate average salary by contribution assumption: employee only about $330,003 at 4% or $220,002 at 6%; with 50% employer match about $220,002 at 4% or $146,668 at 6%; with 100% employer match about $165,001 at 4% or $110,001 at 6%.
Head Insurance Agency LLC 401(K) Plan-9$1,984,842$118,801$13,200iApproximate average salary by contribution assumption: employee only about $330,003 at 4% or $220,002 at 6%; with 50% employer match about $220,002 at 4% or $146,668 at 6%; with 100% employer match about $165,001 at 4% or $110,001 at 6%.
202417$1,560,144$120,740$17,249iApproximate average salary by contribution assumption: employee only about $431,214 at 4% or $287,476 at 6%; with 50% employer match about $287,476 at 4% or $191,651 at 6%; with 100% employer match about $215,607 at 4% or $143,738 at 6%.
Head Insurance Agency LLC 401(K) Plan-7$1,560,144$120,740$17,249iApproximate average salary by contribution assumption: employee only about $431,214 at 4% or $287,476 at 6%; with 50% employer match about $287,476 at 4% or $191,651 at 6%; with 100% employer match about $215,607 at 4% or $143,738 at 6%.
202316$1,239,991$134,186$22,364iApproximate average salary by contribution assumption: employee only about $559,108 at 4% or $372,739 at 6%; with 50% employer match about $372,739 at 4% or $248,493 at 6%; with 100% employer match about $279,554 at 4% or $186,369 at 6%.
Head Insurance Agency LLC 401(K) Plan-6$1,239,991$134,186$22,364iApproximate average salary by contribution assumption: employee only about $559,108 at 4% or $372,739 at 6%; with 50% employer match about $372,739 at 4% or $248,493 at 6%; with 100% employer match about $279,554 at 4% or $186,369 at 6%.
202215$914,977$98,795$19,759iApproximate average salary by contribution assumption: employee only about $493,975 at 4% or $329,317 at 6%; with 50% employer match about $329,317 at 4% or $219,544 at 6%; with 100% employer match about $246,988 at 4% or $164,658 at 6%.
Head Insurance Agency LLC 401(K) Plan-5$914,977$98,795$19,759iApproximate average salary by contribution assumption: employee only about $493,975 at 4% or $329,317 at 6%; with 50% employer match about $329,317 at 4% or $219,544 at 6%; with 100% employer match about $246,988 at 4% or $164,658 at 6%.
202116$1,031,863$89,172$14,862iApproximate average salary by contribution assumption: employee only about $371,550 at 4% or $247,700 at 6%; with 50% employer match about $247,700 at 4% or $165,133 at 6%; with 100% employer match about $185,775 at 4% or $123,850 at 6%.
Head Insurance Agency LLC 401(K) Plan-6$1,031,863$89,172$14,862iApproximate average salary by contribution assumption: employee only about $371,550 at 4% or $247,700 at 6%; with 50% employer match about $247,700 at 4% or $165,133 at 6%; with 100% employer match about $185,775 at 4% or $123,850 at 6%.
202015$808,583$85,949$17,190iApproximate average salary by contribution assumption: employee only about $429,745 at 4% or $286,497 at 6%; with 50% employer match about $286,497 at 4% or $190,998 at 6%; with 100% employer match about $214,873 at 4% or $143,248 at 6%.
Head Insurance Agency LLC 401(K) Plan-5$808,583$85,949$17,190iApproximate average salary by contribution assumption: employee only about $429,745 at 4% or $286,497 at 6%; with 50% employer match about $286,497 at 4% or $190,998 at 6%; with 100% employer match about $214,873 at 4% or $143,248 at 6%.
201915$599,830$82,173$16,435iApproximate average salary by contribution assumption: employee only about $410,865 at 4% or $273,910 at 6%; with 50% employer match about $273,910 at 4% or $182,607 at 6%; with 100% employer match about $205,432 at 4% or $136,955 at 6%.
Head Insurance Agency LLC 401(K) Plan-5$599,830$82,173$16,435iApproximate average salary by contribution assumption: employee only about $410,865 at 4% or $273,910 at 6%; with 50% employer match about $273,910 at 4% or $182,607 at 6%; with 100% employer match about $205,432 at 4% or $136,955 at 6%.
201814$413,450$79,287$19,822iApproximate average salary by contribution assumption: employee only about $495,544 at 4% or $330,363 at 6%; with 50% employer match about $330,363 at 4% or $220,242 at 6%; with 100% employer match about $247,772 at 4% or $165,181 at 6%.
Head Insurance Agency LLC 401(K) Plan-4$413,450$79,287$19,822iApproximate average salary by contribution assumption: employee only about $495,544 at 4% or $330,363 at 6%; with 50% employer match about $330,363 at 4% or $220,242 at 6%; with 100% employer match about $247,772 at 4% or $165,181 at 6%.
201715$364,526$74,918$14,984iApproximate average salary by contribution assumption: employee only about $374,590 at 4% or $249,727 at 6%; with 50% employer match about $249,727 at 4% or $166,484 at 6%; with 100% employer match about $187,295 at 4% or $124,863 at 6%.
Head Insurance Agency LLC 401(K) Plan-5$364,526$74,918$14,984iApproximate average salary by contribution assumption: employee only about $374,590 at 4% or $249,727 at 6%; with 50% employer match about $249,727 at 4% or $166,484 at 6%; with 100% employer match about $187,295 at 4% or $124,863 at 6%.
201615$234,629$227,388$45,478iApproximate average salary by contribution assumption: employee only about $1,136,940 at 4% or $757,960 at 6%; with 50% employer match about $757,960 at 4% or $505,307 at 6%; with 100% employer match about $568,470 at 4% or $378,980 at 6%.
Head Insurance Agency LLC 401(K) Plan-5$234,629$227,388$45,478iApproximate average salary by contribution assumption: employee only about $1,136,940 at 4% or $757,960 at 6%; with 50% employer match about $757,960 at 4% or $505,307 at 6%; with 100% employer match about $568,470 at 4% or $378,980 at 6%.