Yergey Insurance Services
Plan context: Yergey Insurance Services LLC 401(K) Plan
EIN 81-4948303 • King George, VA • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,573,423
2024 Contributions
$46,612
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $1,573,423 | $46,612 | $9,322iApproximate average salary by contribution assumption: employee only about $233,060 at 4% or $155,373 at 6%; with 50% employer match about $155,373 at 4% or $103,582 at 6%; with 100% employer match about $116,530 at 4% or $77,687 at 6%. |
| Yergey Insurance Services LLC 401(K) Plan | - | 5 | $1,573,423 | $46,612 | $9,322iApproximate average salary by contribution assumption: employee only about $233,060 at 4% or $155,373 at 6%; with 50% employer match about $155,373 at 4% or $103,582 at 6%; with 100% employer match about $116,530 at 4% or $77,687 at 6%. |
| 2023 | 1 | 5 | $1,337,073 | $68,155 | $13,631iApproximate average salary by contribution assumption: employee only about $340,775 at 4% or $227,183 at 6%; with 50% employer match about $227,183 at 4% or $151,456 at 6%; with 100% employer match about $170,388 at 4% or $113,592 at 6%. |
| Yergey Insurance Services LLC 401(K) Plan | - | 5 | $1,337,073 | $68,155 | $13,631iApproximate average salary by contribution assumption: employee only about $340,775 at 4% or $227,183 at 6%; with 50% employer match about $227,183 at 4% or $151,456 at 6%; with 100% employer match about $170,388 at 4% or $113,592 at 6%. |
| 2022 | 1 | 5 | $1,065,952 | $63,049 | $12,610iApproximate average salary by contribution assumption: employee only about $315,245 at 4% or $210,163 at 6%; with 50% employer match about $210,163 at 4% or $140,109 at 6%; with 100% employer match about $157,623 at 4% or $105,082 at 6%. |
| Yergey Insurance Services LLC 401(K) Plan | - | 5 | $1,065,952 | $63,049 | $12,610iApproximate average salary by contribution assumption: employee only about $315,245 at 4% or $210,163 at 6%; with 50% employer match about $210,163 at 4% or $140,109 at 6%; with 100% employer match about $157,623 at 4% or $105,082 at 6%. |
| 2021 | 1 | 5 | $1,226,922 | $53,743 | $10,749iApproximate average salary by contribution assumption: employee only about $268,715 at 4% or $179,143 at 6%; with 50% employer match about $179,143 at 4% or $119,429 at 6%; with 100% employer match about $134,358 at 4% or $89,572 at 6%. |
| Yergey Insurance Services LLC 401(K) Plan | - | 5 | $1,226,922 | $53,743 | $10,749iApproximate average salary by contribution assumption: employee only about $268,715 at 4% or $179,143 at 6%; with 50% employer match about $179,143 at 4% or $119,429 at 6%; with 100% employer match about $134,358 at 4% or $89,572 at 6%. |
| 2020 | 1 | 5 | $1,005,888 | $54,604 | $10,921iApproximate average salary by contribution assumption: employee only about $273,020 at 4% or $182,013 at 6%; with 50% employer match about $182,013 at 4% or $121,342 at 6%; with 100% employer match about $136,510 at 4% or $91,007 at 6%. |
| Yergey Insurance Services LLC 401(K) Plan | - | 5 | $1,005,888 | $54,604 | $10,921iApproximate average salary by contribution assumption: employee only about $273,020 at 4% or $182,013 at 6%; with 50% employer match about $182,013 at 4% or $121,342 at 6%; with 100% employer match about $136,510 at 4% or $91,007 at 6%. |
| 2019 | 1 | 5 | $797,039 | $51,748 | $10,350iApproximate average salary by contribution assumption: employee only about $258,740 at 4% or $172,493 at 6%; with 50% employer match about $172,493 at 4% or $114,996 at 6%; with 100% employer match about $129,370 at 4% or $86,247 at 6%. |
| Yergey Insurance Services LLC 401(K) Plan | - | 5 | $797,039 | $51,748 | $10,350iApproximate average salary by contribution assumption: employee only about $258,740 at 4% or $172,493 at 6%; with 50% employer match about $172,493 at 4% or $114,996 at 6%; with 100% employer match about $129,370 at 4% or $86,247 at 6%. |
| 2018 | 1 | 5 | $599,649 | $660,613 | $132,123iApproximate average salary by contribution assumption: employee only about $3,303,065 at 4% or $2,202,043 at 6%; with 50% employer match about $2,202,043 at 4% or $1,468,029 at 6%; with 100% employer match about $1,651,533 at 4% or $1,101,022 at 6%. |
| Yergey Insurance Services LLC 401(K) Plan | - | 5 | $599,649 | $660,613 | $132,123iApproximate average salary by contribution assumption: employee only about $3,303,065 at 4% or $2,202,043 at 6%; with 50% employer match about $2,202,043 at 4% or $1,468,029 at 6%; with 100% employer match about $1,651,533 at 4% or $1,101,022 at 6%. |