Civic Intelligence

Claim Doc LLC

Plan context: NEW CLAIM DOC LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 81-0982959 • West Des Moines, IA • 8 filings • 3 plans

3200 Westown ParkwayWest Des Moines, IA 50266
Current Snapshot

Latest Year

2024

2024 Participants

120

2024 Assets

$3,280,664

2024 Contributions

$1,094,723

Historical Graphs

Total Assets Over Time

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

$3,280,664$1,640,332$0201820212024YearValue
$3,280,664Latest year 2024

Participants Over Time

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

120600201820212024YearValue
120Latest 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
20242120$3,280,664$1,094,723$9,123iApproximate average salary by contribution assumption: employee only about $228,067 at 4% or $152,045 at 6%; with 50% employer match about $152,045 at 4% or $101,363 at 6%; with 100% employer match about $114,034 at 4% or $76,022 at 6%.
NEW CLAIM DOC LLC 401(K) PROFIT SHARING PLAN & TRUST-120$3,280,664$1,094,723$9,123iApproximate average salary by contribution assumption: employee only about $228,067 at 4% or $152,045 at 6%; with 50% employer match about $152,045 at 4% or $101,363 at 6%; with 100% employer match about $114,034 at 4% or $76,022 at 6%.
Claim Doc LLC Health Care Plan-----
20231105$2,019,479$773,536$7,367iApproximate average salary by contribution assumption: employee only about $184,175 at 4% or $122,783 at 6%; with 50% employer match about $122,783 at 4% or $81,856 at 6%; with 100% employer match about $92,088 at 4% or $61,392 at 6%.
NEW CLAIM DOC LLC 401(K) PROFIT SHARING PLAN & TRUST-105$2,019,479$773,536$7,367iApproximate average salary by contribution assumption: employee only about $184,175 at 4% or $122,783 at 6%; with 50% employer match about $122,783 at 4% or $81,856 at 6%; with 100% employer match about $92,088 at 4% or $61,392 at 6%.
2022196$1,187,970$687,435$7,161iApproximate average salary by contribution assumption: employee only about $179,020 at 4% or $119,346 at 6%; with 50% employer match about $119,346 at 4% or $79,564 at 6%; with 100% employer match about $89,510 at 4% or $59,673 at 6%.
NEW CLAIM DOC LLC 401(K) PROFIT SHARING PLAN & TRUST-96$1,187,970$687,435$7,161iApproximate average salary by contribution assumption: employee only about $179,020 at 4% or $119,346 at 6%; with 50% employer match about $119,346 at 4% or $79,564 at 6%; with 100% employer match about $89,510 at 4% or $59,673 at 6%.
2021160$713,100$362,214$6,037iApproximate average salary by contribution assumption: employee only about $150,923 at 4% or $100,615 at 6%; with 50% employer match about $100,615 at 4% or $67,077 at 6%; with 100% employer match about $75,461 at 4% or $50,308 at 6%.
NEW CLAIM DOC LLC 401(K) PROFIT SHARING PLAN & TRUST-60$713,100$362,214$6,037iApproximate average salary by contribution assumption: employee only about $150,923 at 4% or $100,615 at 6%; with 50% employer match about $100,615 at 4% or $67,077 at 6%; with 100% employer match about $75,461 at 4% or $50,308 at 6%.
2020140$295,025$128,165$3,204iApproximate average salary by contribution assumption: employee only about $80,103 at 4% or $53,402 at 6%; with 50% employer match about $53,402 at 4% or $35,601 at 6%; with 100% employer match about $40,052 at 4% or $26,701 at 6%.
NEW CLAIM DOC LLC 401(K) PROFIT SHARING PLAN & TRUST-40$295,025$128,165$3,204iApproximate average salary by contribution assumption: employee only about $80,103 at 4% or $53,402 at 6%; with 50% employer match about $53,402 at 4% or $35,601 at 6%; with 100% employer match about $40,052 at 4% or $26,701 at 6%.
2019127$130,786$57,677$2,136iApproximate average salary by contribution assumption: employee only about $53,405 at 4% or $35,603 at 6%; with 50% employer match about $35,603 at 4% or $23,735 at 6%; with 100% employer match about $26,702 at 4% or $17,802 at 6%.
NEW CLAIM DOC LLC 401(K) PROFIT SHARING PLAN & TRUST-27$130,786$57,677$2,136iApproximate average salary by contribution assumption: employee only about $53,405 at 4% or $35,603 at 6%; with 50% employer match about $35,603 at 4% or $23,735 at 6%; with 100% employer match about $26,702 at 4% or $17,802 at 6%.
201817$56,060$24,179$3,454iApproximate average salary by contribution assumption: employee only about $86,354 at 4% or $57,569 at 6%; with 50% employer match about $57,569 at 4% or $38,379 at 6%; with 100% employer match about $43,177 at 4% or $28,785 at 6%.
NEW CLAIM DOC LLC 401 K PROFIT SHARING PLAN TRUST-7$56,060$24,179$3,454iApproximate average salary by contribution assumption: employee only about $86,354 at 4% or $57,569 at 6%; with 50% employer match about $57,569 at 4% or $38,379 at 6%; with 100% employer match about $43,177 at 4% or $28,785 at 6%.