Cecy Insurance Services
Plan context: Cecy Insurance Services 401(K) Plan
EIN 85-2003200 • Santa Cruz, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$628,855
2025 Contributions
$65,539
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 | 7 | $628,855 | $65,539 | $9,363iApproximate average salary by contribution assumption: employee only about $234,068 at 4% or $156,045 at 6%; with 50% employer match about $156,045 at 4% or $104,030 at 6%; with 100% employer match about $117,034 at 4% or $78,023 at 6%. |
| Cecy Insurance Services 401(K) Plan | - | 7 | $628,855 | $65,539 | $9,363iApproximate average salary by contribution assumption: employee only about $234,068 at 4% or $156,045 at 6%; with 50% employer match about $156,045 at 4% or $104,030 at 6%; with 100% employer match about $117,034 at 4% or $78,023 at 6%. |
| 2024 | 1 | 7 | $490,114 | $129,805 | $18,544iApproximate average salary by contribution assumption: employee only about $463,589 at 4% or $309,060 at 6%; with 50% employer match about $309,060 at 4% or $206,040 at 6%; with 100% employer match about $231,795 at 4% or $154,530 at 6%. |
| Cecy Insurance Services 401(K) Plan | - | 7 | $490,114 | $129,805 | $18,544iApproximate average salary by contribution assumption: employee only about $463,589 at 4% or $309,060 at 6%; with 50% employer match about $309,060 at 4% or $206,040 at 6%; with 100% employer match about $231,795 at 4% or $154,530 at 6%. |
| 2023 | 1 | 9 | $344,763 | $65,721 | $7,302iApproximate average salary by contribution assumption: employee only about $182,558 at 4% or $121,706 at 6%; with 50% employer match about $121,706 at 4% or $81,137 at 6%; with 100% employer match about $91,279 at 4% or $60,853 at 6%. |
| Cecy Insurance Services 401(K) Plan | - | 9 | $344,763 | $65,721 | $7,302iApproximate average salary by contribution assumption: employee only about $182,558 at 4% or $121,706 at 6%; with 50% employer match about $121,706 at 4% or $81,137 at 6%; with 100% employer match about $91,279 at 4% or $60,853 at 6%. |
| 2022 | 1 | 8 | $242,976 | $77,333 | $9,667iApproximate average salary by contribution assumption: employee only about $241,666 at 4% or $161,110 at 6%; with 50% employer match about $161,110 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,555 at 6%. |
| Cecy Insurance Services 401(K) Plan | - | 8 | $242,976 | $77,333 | $9,667iApproximate average salary by contribution assumption: employee only about $241,666 at 4% or $161,110 at 6%; with 50% employer match about $161,110 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,555 at 6%. |
| 2021 | 1 | 8 | $204,217 | $147,419 | $18,427iApproximate average salary by contribution assumption: employee only about $460,684 at 4% or $307,123 at 6%; with 50% employer match about $307,123 at 4% or $204,749 at 6%; with 100% employer match about $230,342 at 4% or $153,561 at 6%. |
| Cecy Insurance Services 401(K) Plan | - | 8 | $204,217 | $147,419 | $18,427iApproximate average salary by contribution assumption: employee only about $460,684 at 4% or $307,123 at 6%; with 50% employer match about $307,123 at 4% or $204,749 at 6%; with 100% employer match about $230,342 at 4% or $153,561 at 6%. |