Civic Intelligence

Stuckey Insurance Agency

Plan context: Stuckey Insurance Agency 401K Profit Sharing Plan and Trust

EIN 86-0129041 • Phoenix, AZ • 30 filings • 4 plans

2850 E. Camelback Rd., Ste 325Phoenix, AZ 85016-3231
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,701,381

2024 Contributions

$138,115

Historical Graphs

Total Assets Over Time

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

$4,949,807$2,474,904$0199920122024YearValue
$3,701,381Latest year 2024

Participants Over Time

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

19100199920122024YearValue
15Latest year 2024

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
2024115$3,701,381$138,115$9,208iApproximate average salary by contribution assumption: employee only about $230,192 at 4% or $153,461 at 6%; with 50% employer match about $153,461 at 4% or $102,307 at 6%; with 100% employer match about $115,096 at 4% or $76,731 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-15$3,701,381$138,115$9,208iApproximate average salary by contribution assumption: employee only about $230,192 at 4% or $153,461 at 6%; with 50% employer match about $153,461 at 4% or $102,307 at 6%; with 100% employer match about $115,096 at 4% or $76,731 at 6%.
2023117$3,367,611$142,996$8,412iApproximate average salary by contribution assumption: employee only about $210,288 at 4% or $140,192 at 6%; with 50% employer match about $140,192 at 4% or $93,461 at 6%; with 100% employer match about $105,144 at 4% or $70,096 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-17$3,367,611$142,996$8,412iApproximate average salary by contribution assumption: employee only about $210,288 at 4% or $140,192 at 6%; with 50% employer match about $140,192 at 4% or $93,461 at 6%; with 100% employer match about $105,144 at 4% or $70,096 at 6%.
2022118$3,611,821$109,678$6,093iApproximate average salary by contribution assumption: employee only about $152,331 at 4% or $101,554 at 6%; with 50% employer match about $101,554 at 4% or $67,702 at 6%; with 100% employer match about $76,165 at 4% or $50,777 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-18$3,611,821$109,678$6,093iApproximate average salary by contribution assumption: employee only about $152,331 at 4% or $101,554 at 6%; with 50% employer match about $101,554 at 4% or $67,702 at 6%; with 100% employer match about $76,165 at 4% or $50,777 at 6%.
2021119$4,495,398$111,419$5,864iApproximate average salary by contribution assumption: employee only about $146,604 at 4% or $97,736 at 6%; with 50% employer match about $97,736 at 4% or $65,157 at 6%; with 100% employer match about $73,302 at 4% or $48,868 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-19$4,495,398$111,419$5,864iApproximate average salary by contribution assumption: employee only about $146,604 at 4% or $97,736 at 6%; with 50% employer match about $97,736 at 4% or $65,157 at 6%; with 100% employer match about $73,302 at 4% or $48,868 at 6%.
2020117$3,933,909$111,772$6,575iApproximate average salary by contribution assumption: employee only about $164,371 at 4% or $109,580 at 6%; with 50% employer match about $109,580 at 4% or $73,054 at 6%; with 100% employer match about $82,185 at 4% or $54,790 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-17$3,933,909$111,772$6,575iApproximate average salary by contribution assumption: employee only about $164,371 at 4% or $109,580 at 6%; with 50% employer match about $109,580 at 4% or $73,054 at 6%; with 100% employer match about $82,185 at 4% or $54,790 at 6%.
2019116$3,787,648$121,776$7,611iApproximate average salary by contribution assumption: employee only about $190,275 at 4% or $126,850 at 6%; with 50% employer match about $126,850 at 4% or $84,567 at 6%; with 100% employer match about $95,138 at 4% or $63,425 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-16$3,787,648$121,776$7,611iApproximate average salary by contribution assumption: employee only about $190,275 at 4% or $126,850 at 6%; with 50% employer match about $126,850 at 4% or $84,567 at 6%; with 100% employer match about $95,138 at 4% or $63,425 at 6%.
2018118$3,071,510$109,399$6,078iApproximate average salary by contribution assumption: employee only about $151,943 at 4% or $101,295 at 6%; with 50% employer match about $101,295 at 4% or $67,530 at 6%; with 100% employer match about $75,972 at 4% or $50,648 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-18$3,071,510$109,399$6,078iApproximate average salary by contribution assumption: employee only about $151,943 at 4% or $101,295 at 6%; with 50% employer match about $101,295 at 4% or $67,530 at 6%; with 100% employer match about $75,972 at 4% or $50,648 at 6%.
2017116$3,122,122$127,005$7,938iApproximate average salary by contribution assumption: employee only about $198,445 at 4% or $132,297 at 6%; with 50% employer match about $132,297 at 4% or $88,198 at 6%; with 100% employer match about $99,223 at 4% or $66,148 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-16$3,122,122$127,005$7,938iApproximate average salary by contribution assumption: employee only about $198,445 at 4% or $132,297 at 6%; with 50% employer match about $132,297 at 4% or $88,198 at 6%; with 100% employer match about $99,223 at 4% or $66,148 at 6%.
2016114$2,533,021$142,157$10,154iApproximate average salary by contribution assumption: employee only about $253,852 at 4% or $169,235 at 6%; with 50% employer match about $169,235 at 4% or $112,823 at 6%; with 100% employer match about $126,926 at 4% or $84,617 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-14$2,533,021$142,157$10,154iApproximate average salary by contribution assumption: employee only about $253,852 at 4% or $169,235 at 6%; with 50% employer match about $169,235 at 4% or $112,823 at 6%; with 100% employer match about $126,926 at 4% or $84,617 at 6%.
2015114$2,237,920$88,572$6,327iApproximate average salary by contribution assumption: employee only about $158,164 at 4% or $105,443 at 6%; with 50% employer match about $105,443 at 4% or $70,295 at 6%; with 100% employer match about $79,082 at 4% or $52,721 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-14$2,237,920$88,572$6,327iApproximate average salary by contribution assumption: employee only about $158,164 at 4% or $105,443 at 6%; with 50% employer match about $105,443 at 4% or $70,295 at 6%; with 100% employer match about $79,082 at 4% or $52,721 at 6%.
2014113$2,199,057$97,970$7,536iApproximate average salary by contribution assumption: employee only about $188,404 at 4% or $125,603 at 6%; with 50% employer match about $125,603 at 4% or $83,735 at 6%; with 100% employer match about $94,202 at 4% or $62,801 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-13$2,199,057$97,970$7,536iApproximate average salary by contribution assumption: employee only about $188,404 at 4% or $125,603 at 6%; with 50% employer match about $125,603 at 4% or $83,735 at 6%; with 100% employer match about $94,202 at 4% or $62,801 at 6%.
2013115$1,939,769$128,583$8,572iApproximate average salary by contribution assumption: employee only about $214,305 at 4% or $142,870 at 6%; with 50% employer match about $142,870 at 4% or $95,247 at 6%; with 100% employer match about $107,153 at 4% or $71,435 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-15$1,939,769$128,583$8,572iApproximate average salary by contribution assumption: employee only about $214,305 at 4% or $142,870 at 6%; with 50% employer match about $142,870 at 4% or $95,247 at 6%; with 100% employer match about $107,153 at 4% or $71,435 at 6%.
2012114$4,949,807$120,400$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-14$4,949,807$120,400$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
2011113$4,321,601$93,815$7,217iApproximate average salary by contribution assumption: employee only about $180,413 at 4% or $120,276 at 6%; with 50% employer match about $120,276 at 4% or $80,184 at 6%; with 100% employer match about $90,207 at 4% or $60,138 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-13$4,321,601$93,815$7,217iApproximate average salary by contribution assumption: employee only about $180,413 at 4% or $120,276 at 6%; with 50% employer match about $120,276 at 4% or $80,184 at 6%; with 100% employer match about $90,207 at 4% or $60,138 at 6%.
2010112$4,100,069$155,781$12,982iApproximate average salary by contribution assumption: employee only about $324,544 at 4% or $216,363 at 6%; with 50% employer match about $216,363 at 4% or $144,242 at 6%; with 100% employer match about $162,272 at 4% or $108,181 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-12$4,100,069$155,781$12,982iApproximate average salary by contribution assumption: employee only about $324,544 at 4% or $216,363 at 6%; with 50% employer match about $216,363 at 4% or $144,242 at 6%; with 100% employer match about $162,272 at 4% or $108,181 at 6%.
2009213$3,618,341$136,888$10,530iApproximate average salary by contribution assumption: employee only about $263,246 at 4% or $175,497 at 6%; with 50% employer match about $175,497 at 4% or $116,998 at 6%; with 100% employer match about $131,623 at 4% or $87,749 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-13$3,618,341$136,888$10,530iApproximate average salary by contribution assumption: employee only about $263,246 at 4% or $175,497 at 6%; with 50% employer match about $175,497 at 4% or $116,998 at 6%; with 100% employer match about $131,623 at 4% or $87,749 at 6%.
STUCKEY INSURANCE AGENCY PENSION PLAN-0$0$0-
200829$312,858$83,334$9,259iApproximate average salary by contribution assumption: employee only about $231,483 at 4% or $154,322 at 6%; with 50% employer match about $154,322 at 4% or $102,881 at 6%; with 100% employer match about $115,742 at 4% or $77,161 at 6%.
STUCKEY INSURANCE AGENCY PENSION PLAN-9$312,858$83,334$9,259iApproximate average salary by contribution assumption: employee only about $231,483 at 4% or $154,322 at 6%; with 50% employer match about $154,322 at 4% or $102,881 at 6%; with 100% employer match about $115,742 at 4% or $77,161 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-9---
200729$0$0-
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-9---
STUCKEY INSURANCE AGENCY PENSION PLAN-9---
200628$3,183,611$297,933$37,242iApproximate average salary by contribution assumption: employee only about $931,041 at 4% or $620,694 at 6%; with 50% employer match about $620,694 at 4% or $413,796 at 6%; with 100% employer match about $465,520 at 4% or $310,347 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-8$3,057,953$173,508$21,689iApproximate average salary by contribution assumption: employee only about $542,213 at 4% or $361,475 at 6%; with 50% employer match about $361,475 at 4% or $240,983 at 6%; with 100% employer match about $271,106 at 4% or $180,738 at 6%.
STUCKEY INSURANCE AGENCY PENSION PLAN-8$125,658$124,425$15,553iApproximate average salary by contribution assumption: employee only about $388,828 at 4% or $259,219 at 6%; with 50% employer match about $259,219 at 4% or $172,813 at 6%; with 100% employer match about $194,414 at 4% or $129,609 at 6%.
200517$2,500,847$93,987$13,427iApproximate average salary by contribution assumption: employee only about $335,668 at 4% or $223,779 at 6%; with 50% employer match about $223,779 at 4% or $149,186 at 6%; with 100% employer match about $167,834 at 4% or $111,889 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-7$2,500,847$93,987$13,427iApproximate average salary by contribution assumption: employee only about $335,668 at 4% or $223,779 at 6%; with 50% employer match about $223,779 at 4% or $149,186 at 6%; with 100% employer match about $167,834 at 4% or $111,889 at 6%.
200418$2,388,242$186,527$23,316iApproximate average salary by contribution assumption: employee only about $582,897 at 4% or $388,598 at 6%; with 50% employer match about $388,598 at 4% or $259,065 at 6%; with 100% employer match about $291,448 at 4% or $194,299 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-8$2,388,242$186,527$23,316iApproximate average salary by contribution assumption: employee only about $582,897 at 4% or $388,598 at 6%; with 50% employer match about $388,598 at 4% or $259,065 at 6%; with 100% employer match about $291,448 at 4% or $194,299 at 6%.
2003111$1,844,660$119,095$10,827iApproximate average salary by contribution assumption: employee only about $270,670 at 4% or $180,447 at 6%; with 50% employer match about $180,447 at 4% or $120,298 at 6%; with 100% employer match about $135,335 at 4% or $90,223 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-11$1,844,660$119,095$10,827iApproximate average salary by contribution assumption: employee only about $270,670 at 4% or $180,447 at 6%; with 50% employer match about $180,447 at 4% or $120,298 at 6%; with 100% employer match about $135,335 at 4% or $90,223 at 6%.
200217$1,418,810$109,311$15,616iApproximate average salary by contribution assumption: employee only about $390,396 at 4% or $260,264 at 6%; with 50% employer match about $260,264 at 4% or $173,510 at 6%; with 100% employer match about $195,198 at 4% or $130,132 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-7$1,418,810$109,311$15,616iApproximate average salary by contribution assumption: employee only about $390,396 at 4% or $260,264 at 6%; with 50% employer match about $260,264 at 4% or $173,510 at 6%; with 100% employer match about $195,198 at 4% or $130,132 at 6%.
200117$1,723,235$77,030$11,004iApproximate average salary by contribution assumption: employee only about $275,107 at 4% or $183,405 at 6%; with 50% employer match about $183,405 at 4% or $122,270 at 6%; with 100% employer match about $137,554 at 4% or $91,702 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-7$1,723,235$77,030$11,004iApproximate average salary by contribution assumption: employee only about $275,107 at 4% or $183,405 at 6%; with 50% employer match about $183,405 at 4% or $122,270 at 6%; with 100% employer match about $137,554 at 4% or $91,702 at 6%.
200018$1,808,464$70,637$8,830iApproximate average salary by contribution assumption: employee only about $220,741 at 4% or $147,160 at 6%; with 50% employer match about $147,160 at 4% or $98,107 at 6%; with 100% employer match about $110,370 at 4% or $73,580 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-8$1,808,464$70,637$8,830iApproximate average salary by contribution assumption: employee only about $220,741 at 4% or $147,160 at 6%; with 50% employer match about $147,160 at 4% or $98,107 at 6%; with 100% employer match about $110,370 at 4% or $73,580 at 6%.
199918$1,837,223$69,510$8,689iApproximate average salary by contribution assumption: employee only about $217,219 at 4% or $144,813 at 6%; with 50% employer match about $144,813 at 4% or $96,542 at 6%; with 100% employer match about $108,609 at 4% or $72,406 at 6%.
Stuckey Insurance Agency 401K Profit Sharing Plan and Trust-8$1,837,223$69,510$8,689iApproximate average salary by contribution assumption: employee only about $217,219 at 4% or $144,813 at 6%; with 50% employer match about $144,813 at 4% or $96,542 at 6%; with 100% employer match about $108,609 at 4% or $72,406 at 6%.