Civic Intelligence

FOOTHILL VALLEY INSURANCE AGENCY, LLC

Plan context: FOOTHILL VALLEY INSURANCE 401K PROFIT SHARING PLAN

EIN 83-1716925 • Rocklin, CA • 8 filings • 1 plans

4970 Rocklin Rd.Ste. 400Rocklin, CA 95677
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$869,359

2025 Contributions

$54,199

Historical Graphs

Total Assets Over Time

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

$977,931$488,966$0201820222025YearValue
$869,359Latest year 2025

Participants Over Time

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

630201820222025YearValue
5Latest 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
202515$869,359$54,199$10,840iApproximate average salary by contribution assumption: employee only about $270,995 at 4% or $180,663 at 6%; with 50% employer match about $180,663 at 4% or $120,442 at 6%; with 100% employer match about $135,498 at 4% or $90,332 at 6%.
FOOTHILL VALLEY INSURANCE 401K PROFIT SHARING PLAN-5$869,359$54,199$10,840iApproximate average salary by contribution assumption: employee only about $270,995 at 4% or $180,663 at 6%; with 50% employer match about $180,663 at 4% or $120,442 at 6%; with 100% employer match about $135,498 at 4% or $90,332 at 6%.
202414$716,407$57,484$14,371iApproximate average salary by contribution assumption: employee only about $359,275 at 4% or $239,517 at 6%; with 50% employer match about $239,517 at 4% or $159,678 at 6%; with 100% employer match about $179,638 at 4% or $119,758 at 6%.
FOOTHILL VALLEY INSURANCE 401K PROFIT SHARING PLAN-4$716,407$57,484$14,371iApproximate average salary by contribution assumption: employee only about $359,275 at 4% or $239,517 at 6%; with 50% employer match about $239,517 at 4% or $159,678 at 6%; with 100% employer match about $179,638 at 4% or $119,758 at 6%.
202314$551,316$26,588$6,647iApproximate average salary by contribution assumption: employee only about $166,175 at 4% or $110,783 at 6%; with 50% employer match about $110,783 at 4% or $73,856 at 6%; with 100% employer match about $83,088 at 4% or $55,392 at 6%.
FOOTHILL VALLEY INSURANCE 401K PROFIT SHARING PLAN-4$551,316$26,588$6,647iApproximate average salary by contribution assumption: employee only about $166,175 at 4% or $110,783 at 6%; with 50% employer match about $110,783 at 4% or $73,856 at 6%; with 100% employer match about $83,088 at 4% or $55,392 at 6%.
202213$431,344$24,484$8,161iApproximate average salary by contribution assumption: employee only about $204,033 at 4% or $136,022 at 6%; with 50% employer match about $136,022 at 4% or $90,681 at 6%; with 100% employer match about $102,017 at 4% or $68,011 at 6%.
FOOTHILL VALLEY INSURANCE 401K PROFIT SHARING PLAN-3$431,344$24,484$8,161iApproximate average salary by contribution assumption: employee only about $204,033 at 4% or $136,022 at 6%; with 50% employer match about $136,022 at 4% or $90,681 at 6%; with 100% employer match about $102,017 at 4% or $68,011 at 6%.
202114$511,362$37,499$9,375iApproximate average salary by contribution assumption: employee only about $234,369 at 4% or $156,246 at 6%; with 50% employer match about $156,246 at 4% or $104,164 at 6%; with 100% employer match about $117,184 at 4% or $78,123 at 6%.
FOOTHILL VALLEY INSURANCE 401K PROFIT SHARING PLAN-4$511,362$37,499$9,375iApproximate average salary by contribution assumption: employee only about $234,369 at 4% or $156,246 at 6%; with 50% employer match about $156,246 at 4% or $104,164 at 6%; with 100% employer match about $117,184 at 4% or $78,123 at 6%.
202016$977,931$50,577$8,430iApproximate average salary by contribution assumption: employee only about $210,738 at 4% or $140,492 at 6%; with 50% employer match about $140,492 at 4% or $93,661 at 6%; with 100% employer match about $105,369 at 4% or $70,246 at 6%.
FOOTHILL VALLEY INSURANCE 401K PROFIT SHARING PLAN-6$977,931$50,577$8,430iApproximate average salary by contribution assumption: employee only about $210,738 at 4% or $140,492 at 6%; with 50% employer match about $140,492 at 4% or $93,661 at 6%; with 100% employer match about $105,369 at 4% or $70,246 at 6%.
201915$858,874$47,927$9,585iApproximate average salary by contribution assumption: employee only about $239,635 at 4% or $159,757 at 6%; with 50% employer match about $159,757 at 4% or $106,504 at 6%; with 100% employer match about $119,818 at 4% or $79,878 at 6%.
FOOTHILL VALLEY INSURANCE 401K PROFIT SHARING PLAN-5$858,874$47,927$9,585iApproximate average salary by contribution assumption: employee only about $239,635 at 4% or $159,757 at 6%; with 50% employer match about $159,757 at 4% or $106,504 at 6%; with 100% employer match about $119,818 at 4% or $79,878 at 6%.
201815$743,462$109,877$21,975iApproximate average salary by contribution assumption: employee only about $549,385 at 4% or $366,257 at 6%; with 50% employer match about $366,257 at 4% or $244,171 at 6%; with 100% employer match about $274,693 at 4% or $183,128 at 6%.
FOOTHILL VALLEY INSURANCE 401K PROFIT SHARING PLAN-5$743,462$109,877$21,975iApproximate average salary by contribution assumption: employee only about $549,385 at 4% or $366,257 at 6%; with 50% employer match about $366,257 at 4% or $244,171 at 6%; with 100% employer match about $274,693 at 4% or $183,128 at 6%.
FOOTHILL VALLEY INSURANCE AGENCY, LLC | EIN 83-1716925 | 2025 Form 5500 Company Profile