Civic Intelligence

DANIELS INSURANCE AGENCY, INC - EMPLOYEES INCENTIVE TRUST

Plan context: Daniels Insurance Agency Inc. Employees Incentive Trust

EIN 85-6012599 • Hobbs, NM • 19 filings • 7 plans

300 N LinamHobbs, NM 88240
Current Snapshot

Latest Year

2019

2019 Participants

35

2019 Assets

$4,802,995

2019 Contributions

$270,000

Historical Graphs

Total Assets Over Time

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

$9,004,881$4,502,441$0200920142019YearValue
$4,802,995Latest year 2019

Participants Over Time

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

48240200120102019YearValue
35Latest year 2019

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
2019135$4,802,995$270,000$7,714iApproximate average salary by contribution assumption: employee only about $192,857 at 4% or $128,571 at 6%; with 50% employer match about $128,571 at 4% or $85,714 at 6%; with 100% employer match about $96,429 at 4% or $64,286 at 6%.
Daniels Insurance Agency Inc. Employees Incentive Trust-35$4,802,995$270,000$7,714iApproximate average salary by contribution assumption: employee only about $192,857 at 4% or $128,571 at 6%; with 50% employer match about $128,571 at 4% or $85,714 at 6%; with 100% employer match about $96,429 at 4% or $64,286 at 6%.
2018134$4,794,349$240,000$7,059iApproximate average salary by contribution assumption: employee only about $176,471 at 4% or $117,647 at 6%; with 50% employer match about $117,647 at 4% or $78,431 at 6%; with 100% employer match about $88,235 at 4% or $58,824 at 6%.
Daniels Insurance Agency Inc. Employees Incentive Trust-34$4,794,349$240,000$7,059iApproximate average salary by contribution assumption: employee only about $176,471 at 4% or $117,647 at 6%; with 50% employer match about $117,647 at 4% or $78,431 at 6%; with 100% employer match about $88,235 at 4% or $58,824 at 6%.
2017135$7,326,472$250,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Daniels Insurance Agency Inc. Employees Incentive Trust-35$7,326,472$250,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
2016134$7,244,422$210,000$6,176iApproximate average salary by contribution assumption: employee only about $154,412 at 4% or $102,941 at 6%; with 50% employer match about $102,941 at 4% or $68,627 at 6%; with 100% employer match about $77,206 at 4% or $51,471 at 6%.
Daniels Insurance Agency Inc. Employees Incentive Trust-34$7,244,422$210,000$6,176iApproximate average salary by contribution assumption: employee only about $154,412 at 4% or $102,941 at 6%; with 50% employer match about $102,941 at 4% or $68,627 at 6%; with 100% employer match about $77,206 at 4% or $51,471 at 6%.
2015134$6,786,254$290,000$8,529iApproximate average salary by contribution assumption: employee only about $213,235 at 4% or $142,157 at 6%; with 50% employer match about $142,157 at 4% or $94,771 at 6%; with 100% employer match about $106,618 at 4% or $71,078 at 6%.
Daniels Insurance Agency Inc. Employees Incentive Trust-34$6,786,254$290,000$8,529iApproximate average salary by contribution assumption: employee only about $213,235 at 4% or $142,157 at 6%; with 50% employer match about $142,157 at 4% or $94,771 at 6%; with 100% employer match about $106,618 at 4% or $71,078 at 6%.
2014136$7,214,692$266,359$7,399iApproximate average salary by contribution assumption: employee only about $184,972 at 4% or $123,314 at 6%; with 50% employer match about $123,314 at 4% or $82,210 at 6%; with 100% employer match about $92,486 at 4% or $61,657 at 6%.
Daniels Insurance Agency Inc. Employees Incentive Trust-36$7,214,692$266,359$7,399iApproximate average salary by contribution assumption: employee only about $184,972 at 4% or $123,314 at 6%; with 50% employer match about $123,314 at 4% or $82,210 at 6%; with 100% employer match about $92,486 at 4% or $61,657 at 6%.
2013138$8,164,785$340,000$8,947iApproximate average salary by contribution assumption: employee only about $223,684 at 4% or $149,123 at 6%; with 50% employer match about $149,123 at 4% or $99,415 at 6%; with 100% employer match about $111,842 at 4% or $74,561 at 6%.
Daniels Insurance Agency Inc. Employees Incentive Trust-38$8,164,785$340,000$8,947iApproximate average salary by contribution assumption: employee only about $223,684 at 4% or $149,123 at 6%; with 50% employer match about $149,123 at 4% or $99,415 at 6%; with 100% employer match about $111,842 at 4% or $74,561 at 6%.
2012136$9,004,881$340,000$9,444iApproximate average salary by contribution assumption: employee only about $236,111 at 4% or $157,407 at 6%; with 50% employer match about $157,407 at 4% or $104,938 at 6%; with 100% employer match about $118,056 at 4% or $78,704 at 6%.
Daniels Insurance Agency Inc. Employees Incentive Trust-36$9,004,881$340,000$9,444iApproximate average salary by contribution assumption: employee only about $236,111 at 4% or $157,407 at 6%; with 50% employer match about $157,407 at 4% or $104,938 at 6%; with 100% employer match about $118,056 at 4% or $78,704 at 6%.
2011137$8,075,531$310,000$8,378iApproximate average salary by contribution assumption: employee only about $209,459 at 4% or $139,640 at 6%; with 50% employer match about $139,640 at 4% or $93,093 at 6%; with 100% employer match about $104,730 at 4% or $69,820 at 6%.
Daniels Insurance Agency Inc. Employees Incentive Trust-37$8,075,531$310,000$8,378iApproximate average salary by contribution assumption: employee only about $209,459 at 4% or $139,640 at 6%; with 50% employer match about $139,640 at 4% or $93,093 at 6%; with 100% employer match about $104,730 at 4% or $69,820 at 6%.
2010137$7,274,734$90,000$2,432iApproximate average salary by contribution assumption: employee only about $60,811 at 4% or $40,541 at 6%; with 50% employer match about $40,541 at 4% or $27,027 at 6%; with 100% employer match about $30,405 at 4% or $20,270 at 6%.
Daniels Insurance Agency Inc. Employees Incentive Trust-37$7,274,734$90,000$2,432iApproximate average salary by contribution assumption: employee only about $60,811 at 4% or $40,541 at 6%; with 50% employer match about $40,541 at 4% or $27,027 at 6%; with 100% employer match about $30,405 at 4% or $20,270 at 6%.
2009139$7,318,116$125,000$3,205iApproximate average salary by contribution assumption: employee only about $80,128 at 4% or $53,419 at 6%; with 50% employer match about $53,419 at 4% or $35,613 at 6%; with 100% employer match about $40,064 at 4% or $26,709 at 6%.
Daniels Insurance Agency Inc. Employees Incentive Trust-39$7,318,116$125,000$3,205iApproximate average salary by contribution assumption: employee only about $80,128 at 4% or $53,419 at 6%; with 50% employer match about $53,419 at 4% or $35,613 at 6%; with 100% employer match about $40,064 at 4% or $26,709 at 6%.
2008138$0$0-
Daniels Insurance Agency Inc. Employees Incentive Trust-38---
2007148$0$0-
Daniels Insurance Agency Inc. Employees Incentive Trust-48---
2006146$0$0-
Daniels Insurance Agency Inc. Employees Incentive Trust-46---
2005147$0$0-
Daniels Insurance Agency Inc. Employees Incentive Trust-47---
2004145$0$0-
Daniels Insurance Agency Inc. Employees Incentive Trust-45---
2003144$0$0-
Daniels Insurance Agency Inc. Employees Incentive Trust-44---
2002145$0$0-
Daniels Insurance Agency Inc. Employees Incentive Trust-45---
2001142$0$0-
Daniels Insurance Agency Inc. Employees Incentive Trust-42---