Civic Intelligence

THE FLEMING INSURANCE AGENCY, INC.

Plan context: THE FLEMING INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST

EIN 85-2419018 • Saint James, NY • 6 filings • 2 plans

419 25ASaint James, NY 11780
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$271,747

2025 Contributions

$27,478

Historical Graphs

Total Assets Over Time

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

$271,747$135,874$0202120232025YearValue
$271,747Latest year 2025

Participants Over Time

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

320202120232025YearValue
3Latest 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
202513$271,747$27,478$9,159iApproximate average salary by contribution assumption: employee only about $228,983 at 4% or $152,656 at 6%; with 50% employer match about $152,656 at 4% or $101,770 at 6%; with 100% employer match about $114,492 at 4% or $76,328 at 6%.
THE FLEMING INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST-3$271,747$27,478$9,159iApproximate average salary by contribution assumption: employee only about $228,983 at 4% or $152,656 at 6%; with 50% employer match about $152,656 at 4% or $101,770 at 6%; with 100% employer match about $114,492 at 4% or $76,328 at 6%.
202413$206,208$25,048$8,349iApproximate average salary by contribution assumption: employee only about $208,733 at 4% or $139,156 at 6%; with 50% employer match about $139,156 at 4% or $92,770 at 6%; with 100% employer match about $104,367 at 4% or $69,578 at 6%.
THE FLEMING INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST-3$206,208$25,048$8,349iApproximate average salary by contribution assumption: employee only about $208,733 at 4% or $139,156 at 6%; with 50% employer match about $139,156 at 4% or $92,770 at 6%; with 100% employer match about $104,367 at 4% or $69,578 at 6%.
202313$164,518$17,821$5,940iApproximate average salary by contribution assumption: employee only about $148,508 at 4% or $99,006 at 6%; with 50% employer match about $99,006 at 4% or $66,004 at 6%; with 100% employer match about $74,254 at 4% or $49,503 at 6%.
THE FLEMING INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST-3$164,518$17,821$5,940iApproximate average salary by contribution assumption: employee only about $148,508 at 4% or $99,006 at 6%; with 50% employer match about $99,006 at 4% or $66,004 at 6%; with 100% employer match about $74,254 at 4% or $49,503 at 6%.
202213$125,674$16,447$5,482iApproximate average salary by contribution assumption: employee only about $137,058 at 4% or $91,372 at 6%; with 50% employer match about $91,372 at 4% or $60,915 at 6%; with 100% employer match about $68,529 at 4% or $45,686 at 6%.
THE FLEMING INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST-3$125,674$16,447$5,482iApproximate average salary by contribution assumption: employee only about $137,058 at 4% or $91,372 at 6%; with 50% employer match about $91,372 at 4% or $60,915 at 6%; with 100% employer match about $68,529 at 4% or $45,686 at 6%.
202123$133,189$121,372$40,457iApproximate average salary by contribution assumption: employee only about $1,011,433 at 4% or $674,289 at 6%; with 50% employer match about $674,289 at 4% or $449,526 at 6%; with 100% employer match about $505,717 at 4% or $337,144 at 6%.
THE FLEMING INSURANCE AGENCY, INC. 401(K) PLAN-2$131,677$119,869$59,935iApproximate average salary by contribution assumption: employee only about $1,498,363 at 4% or $998,908 at 6%; with 50% employer match about $998,908 at 4% or $665,939 at 6%; with 100% employer match about $749,181 at 4% or $499,454 at 6%.
THE FLEMING INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST-3$1,512$1,503$501iApproximate average salary by contribution assumption: employee only about $12,525 at 4% or $8,350 at 6%; with 50% employer match about $8,350 at 4% or $5,567 at 6%; with 100% employer match about $6,263 at 4% or $4,175 at 6%.