Civic Intelligence

Napa Valley Insurance Services LLC

Plan context: Napa Valley Insurance Services LLC 401K Profit Sharing Plan

EIN 83-0487354 • Napa, CA • 14 filings • 2 plans

1932 Sierra AvenueNapa, CA 94558
Current Snapshot

Latest Year

2023

2023 Participants

20

2023 Assets

$2,249,467

2023 Contributions

$223,665

Historical Graphs

Total Assets Over Time

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

$2,626,712$1,313,356$0201020162022YearValue
$2,249,467Latest year 2022

Participants Over Time

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

23120201020162022YearValue
20Latest year 2022

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
202310$0$0-
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-0$0$0-
2022120$2,249,467$223,665$11,183iApproximate average salary by contribution assumption: employee only about $279,581 at 4% or $186,388 at 6%; with 50% employer match about $186,388 at 4% or $124,258 at 6%; with 100% employer match about $139,791 at 4% or $93,194 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-20$2,249,467$223,665$11,183iApproximate average salary by contribution assumption: employee only about $279,581 at 4% or $186,388 at 6%; with 50% employer match about $186,388 at 4% or $124,258 at 6%; with 100% employer match about $139,791 at 4% or $93,194 at 6%.
2021119$2,626,712$236,553$12,450iApproximate average salary by contribution assumption: employee only about $311,254 at 4% or $207,503 at 6%; with 50% employer match about $207,503 at 4% or $138,335 at 6%; with 100% employer match about $155,627 at 4% or $103,751 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-19$2,626,712$236,553$12,450iApproximate average salary by contribution assumption: employee only about $311,254 at 4% or $207,503 at 6%; with 50% employer match about $207,503 at 4% or $138,335 at 6%; with 100% employer match about $155,627 at 4% or $103,751 at 6%.
2020119$2,332,247$240,457$12,656iApproximate average salary by contribution assumption: employee only about $316,391 at 4% or $210,927 at 6%; with 50% employer match about $210,927 at 4% or $140,618 at 6%; with 100% employer match about $158,195 at 4% or $105,464 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-19$2,332,247$240,457$12,656iApproximate average salary by contribution assumption: employee only about $316,391 at 4% or $210,927 at 6%; with 50% employer match about $210,927 at 4% or $140,618 at 6%; with 100% employer match about $158,195 at 4% or $105,464 at 6%.
2019118$1,716,442$221,937$12,330iApproximate average salary by contribution assumption: employee only about $308,246 at 4% or $205,497 at 6%; with 50% employer match about $205,497 at 4% or $136,998 at 6%; with 100% employer match about $154,123 at 4% or $102,749 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-18$1,716,442$221,937$12,330iApproximate average salary by contribution assumption: employee only about $308,246 at 4% or $205,497 at 6%; with 50% employer match about $205,497 at 4% or $136,998 at 6%; with 100% employer match about $154,123 at 4% or $102,749 at 6%.
2018120$1,439,319$409,222$20,461iApproximate average salary by contribution assumption: employee only about $511,527 at 4% or $341,018 at 6%; with 50% employer match about $341,018 at 4% or $227,346 at 6%; with 100% employer match about $255,764 at 4% or $170,509 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-20$1,439,319$409,222$20,461iApproximate average salary by contribution assumption: employee only about $511,527 at 4% or $341,018 at 6%; with 50% employer match about $341,018 at 4% or $227,346 at 6%; with 100% employer match about $255,764 at 4% or $170,509 at 6%.
2017123$1,202,490$202,855$8,820iApproximate average salary by contribution assumption: employee only about $220,495 at 4% or $146,996 at 6%; with 50% employer match about $146,996 at 4% or $97,998 at 6%; with 100% employer match about $110,247 at 4% or $73,498 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-23$1,202,490$202,855$8,820iApproximate average salary by contribution assumption: employee only about $220,495 at 4% or $146,996 at 6%; with 50% employer match about $146,996 at 4% or $97,998 at 6%; with 100% employer match about $110,247 at 4% or $73,498 at 6%.
2016114$870,014$119,112$8,508iApproximate average salary by contribution assumption: employee only about $212,700 at 4% or $141,800 at 6%; with 50% employer match about $141,800 at 4% or $94,533 at 6%; with 100% employer match about $106,350 at 4% or $70,900 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-14$870,014$119,112$8,508iApproximate average salary by contribution assumption: employee only about $212,700 at 4% or $141,800 at 6%; with 50% employer match about $141,800 at 4% or $94,533 at 6%; with 100% employer match about $106,350 at 4% or $70,900 at 6%.
2015115$701,626$110,878$7,392iApproximate average salary by contribution assumption: employee only about $184,797 at 4% or $123,198 at 6%; with 50% employer match about $123,198 at 4% or $82,132 at 6%; with 100% employer match about $92,398 at 4% or $61,599 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-15$701,626$110,878$7,392iApproximate average salary by contribution assumption: employee only about $184,797 at 4% or $123,198 at 6%; with 50% employer match about $123,198 at 4% or $82,132 at 6%; with 100% employer match about $92,398 at 4% or $61,599 at 6%.
2014115$664,656$98,670$6,578iApproximate average salary by contribution assumption: employee only about $164,450 at 4% or $109,633 at 6%; with 50% employer match about $109,633 at 4% or $73,089 at 6%; with 100% employer match about $82,225 at 4% or $54,817 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-15$664,656$98,670$6,578iApproximate average salary by contribution assumption: employee only about $164,450 at 4% or $109,633 at 6%; with 50% employer match about $109,633 at 4% or $73,089 at 6%; with 100% employer match about $82,225 at 4% or $54,817 at 6%.
2013114$547,003$78,933$5,638iApproximate average salary by contribution assumption: employee only about $140,952 at 4% or $93,968 at 6%; with 50% employer match about $93,968 at 4% or $62,645 at 6%; with 100% employer match about $70,476 at 4% or $46,984 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-14$547,003$78,933$5,638iApproximate average salary by contribution assumption: employee only about $140,952 at 4% or $93,968 at 6%; with 50% employer match about $93,968 at 4% or $62,645 at 6%; with 100% employer match about $70,476 at 4% or $46,984 at 6%.
2012115$396,704$81,943$5,463iApproximate average salary by contribution assumption: employee only about $136,572 at 4% or $91,048 at 6%; with 50% employer match about $91,048 at 4% or $60,699 at 6%; with 100% employer match about $68,286 at 4% or $45,524 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-15$396,704$81,943$5,463iApproximate average salary by contribution assumption: employee only about $136,572 at 4% or $91,048 at 6%; with 50% employer match about $91,048 at 4% or $60,699 at 6%; with 100% employer match about $68,286 at 4% or $45,524 at 6%.
2011114$278,694$207,759$14,840iApproximate average salary by contribution assumption: employee only about $370,998 at 4% or $247,332 at 6%; with 50% employer match about $247,332 at 4% or $164,888 at 6%; with 100% employer match about $185,499 at 4% or $123,666 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-14$278,694$207,759$14,840iApproximate average salary by contribution assumption: employee only about $370,998 at 4% or $247,332 at 6%; with 50% employer match about $247,332 at 4% or $164,888 at 6%; with 100% employer match about $185,499 at 4% or $123,666 at 6%.
2010112$237,149$220,065$18,339iApproximate average salary by contribution assumption: employee only about $458,469 at 4% or $305,646 at 6%; with 50% employer match about $305,646 at 4% or $203,764 at 6%; with 100% employer match about $229,234 at 4% or $152,823 at 6%.
Napa Valley Insurance Services LLC 401K Profit Sharing Plan-12$237,149$220,065$18,339iApproximate average salary by contribution assumption: employee only about $458,469 at 4% or $305,646 at 6%; with 50% employer match about $305,646 at 4% or $203,764 at 6%; with 100% employer match about $229,234 at 4% or $152,823 at 6%.