PARTNER INSURANCE ADVISORS, INC.
Plan context: PARTNER INSURANCE ADVISORS 401(K) PLAN
EIN 84-1751792 • Fairfax, VA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$948,086
2025 Contributions
$49,567
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $948,086 | $49,567 | $4,131iApproximate average salary by contribution assumption: employee only about $103,265 at 4% or $68,843 at 6%; with 50% employer match about $68,843 at 4% or $45,895 at 6%; with 100% employer match about $51,632 at 4% or $34,422 at 6%. |
| PARTNER INSURANCE ADVISORS 401(K) PLAN | - | 12 | $948,086 | $49,567 | $4,131iApproximate average salary by contribution assumption: employee only about $103,265 at 4% or $68,843 at 6%; with 50% employer match about $68,843 at 4% or $45,895 at 6%; with 100% employer match about $51,632 at 4% or $34,422 at 6%. |
| 2024 | 1 | 9 | $768,232 | $39,530 | $4,392iApproximate average salary by contribution assumption: employee only about $109,806 at 4% or $73,204 at 6%; with 50% employer match about $73,204 at 4% or $48,802 at 6%; with 100% employer match about $54,903 at 4% or $36,602 at 6%. |
| PARTNER INSURANCE ADVISORS 401(K) PLAN | - | 9 | $768,232 | $39,530 | $4,392iApproximate average salary by contribution assumption: employee only about $109,806 at 4% or $73,204 at 6%; with 50% employer match about $73,204 at 4% or $48,802 at 6%; with 100% employer match about $54,903 at 4% or $36,602 at 6%. |
| 2023 | 1 | 10 | $612,072 | $20,552 | $2,055iApproximate average salary by contribution assumption: employee only about $51,380 at 4% or $34,253 at 6%; with 50% employer match about $34,253 at 4% or $22,836 at 6%; with 100% employer match about $25,690 at 4% or $17,127 at 6%. |
| PARTNER INSURANCE ADVISORS 401(K) PLAN | - | 10 | $612,072 | $20,552 | $2,055iApproximate average salary by contribution assumption: employee only about $51,380 at 4% or $34,253 at 6%; with 50% employer match about $34,253 at 4% or $22,836 at 6%; with 100% employer match about $25,690 at 4% or $17,127 at 6%. |
| 2022 | 1 | 6 | $451,739 | $577,641 | $96,274iApproximate average salary by contribution assumption: employee only about $2,406,838 at 4% or $1,604,558 at 6%; with 50% employer match about $1,604,558 at 4% or $1,069,706 at 6%; with 100% employer match about $1,203,419 at 4% or $802,279 at 6%. |
| PARTNER INSURANCE ADVISORS 401(K) PLAN | - | 6 | $451,739 | $577,641 | $96,274iApproximate average salary by contribution assumption: employee only about $2,406,838 at 4% or $1,604,558 at 6%; with 50% employer match about $1,604,558 at 4% or $1,069,706 at 6%; with 100% employer match about $1,203,419 at 4% or $802,279 at 6%. |
| 2021 | 1 | 3 | $1,970 | $1,906 | $635iApproximate average salary by contribution assumption: employee only about $15,883 at 4% or $10,589 at 6%; with 50% employer match about $10,589 at 4% or $7,059 at 6%; with 100% employer match about $7,942 at 4% or $5,294 at 6%. |
| PARTNER INSURANCE ADVISORS 401(K) PLAN | - | 3 | $1,970 | $1,906 | $635iApproximate average salary by contribution assumption: employee only about $15,883 at 4% or $10,589 at 6%; with 50% employer match about $10,589 at 4% or $7,059 at 6%; with 100% employer match about $7,942 at 4% or $5,294 at 6%. |