Civic Intelligence

Little Insurance Group

Plan context: Little Insurance Group Cash Balance Plan

EIN 86-0589052 • Chandler, AZ • 12 filings • 2 plans

2420 W. Ray RoadSuite #2Chandler, AZ 85224
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$1,109,528

2019 Contributions

$173,415

Historical Graphs

Total Assets Over Time

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

$1,109,528$554,764$0201420162018YearValue
$1,109,528Latest year 2018

Participants Over Time

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

630201420162018YearValue
5Latest year 2018

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
201920$0$0-
LITTLE INSURANCE GROUP PROFIT SHARING PLAN-0$0$0-
Little Insurance Group Cash Balance Plan-0$0$0-
201825$1,109,528$173,415$34,683iApproximate average salary by contribution assumption: employee only about $867,075 at 4% or $578,050 at 6%; with 50% employer match about $578,050 at 4% or $385,367 at 6%; with 100% employer match about $433,538 at 4% or $289,025 at 6%.
Little Insurance Group Cash Balance Plan-5$836,716$172,661$34,532iApproximate average salary by contribution assumption: employee only about $863,305 at 4% or $575,537 at 6%; with 50% employer match about $575,537 at 4% or $383,691 at 6%; with 100% employer match about $431,652 at 4% or $287,768 at 6%.
LITTLE INSURANCE GROUP PROFIT SHARING PLAN-5$272,812$754$151iApproximate average salary by contribution assumption: employee only about $3,770 at 4% or $2,513 at 6%; with 50% employer match about $2,513 at 4% or $1,676 at 6%; with 100% employer match about $1,885 at 4% or $1,257 at 6%.
201726$1,001,987$264,244$44,041iApproximate average salary by contribution assumption: employee only about $1,101,017 at 4% or $734,011 at 6%; with 50% employer match about $734,011 at 4% or $489,341 at 6%; with 100% employer match about $550,508 at 4% or $367,006 at 6%.
Little Insurance Group Cash Balance Plan-5$753,261$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
LITTLE INSURANCE GROUP PROFIT SHARING PLAN-6$248,726$64,244$10,707iApproximate average salary by contribution assumption: employee only about $267,683 at 4% or $178,456 at 6%; with 50% employer match about $178,456 at 4% or $118,970 at 6%; with 100% employer match about $133,842 at 4% or $89,228 at 6%.
201626$715,710$261,315$43,553iApproximate average salary by contribution assumption: employee only about $1,088,813 at 4% or $725,875 at 6%; with 50% employer match about $725,875 at 4% or $483,917 at 6%; with 100% employer match about $544,406 at 4% or $362,938 at 6%.
Little Insurance Group Cash Balance Plan-6$543,085$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
LITTLE INSURANCE GROUP PROFIT SHARING PLAN-6$172,625$61,315$10,219iApproximate average salary by contribution assumption: employee only about $255,479 at 4% or $170,319 at 6%; with 50% employer match about $170,319 at 4% or $113,546 at 6%; with 100% employer match about $127,740 at 4% or $85,160 at 6%.
201526$444,948$228,357$38,060iApproximate average salary by contribution assumption: employee only about $951,488 at 4% or $634,325 at 6%; with 50% employer match about $634,325 at 4% or $422,883 at 6%; with 100% employer match about $475,744 at 4% or $317,163 at 6%.
Little Insurance Group Cash Balance Plan-6$336,101$168,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
LITTLE INSURANCE GROUP PROFIT SHARING PLAN-4$108,847$60,357$15,089iApproximate average salary by contribution assumption: employee only about $377,231 at 4% or $251,488 at 6%; with 50% employer match about $251,488 at 4% or $167,658 at 6%; with 100% employer match about $188,616 at 4% or $125,744 at 6%.
201426$218,679$218,679$36,447iApproximate average salary by contribution assumption: employee only about $911,163 at 4% or $607,442 at 6%; with 50% employer match about $607,442 at 4% or $404,961 at 6%; with 100% employer match about $455,581 at 4% or $303,721 at 6%.
Little Insurance Group Cash Balance Plan-6$167,961$167,961$27,994iApproximate average salary by contribution assumption: employee only about $699,838 at 4% or $466,558 at 6%; with 50% employer match about $466,558 at 4% or $311,039 at 6%; with 100% employer match about $349,919 at 4% or $233,279 at 6%.
LITTLE INSURANCE GROUP PROFIT SHARING PLAN-6$50,718$50,718$8,453iApproximate average salary by contribution assumption: employee only about $211,325 at 4% or $140,883 at 6%; with 50% employer match about $140,883 at 4% or $93,922 at 6%; with 100% employer match about $105,663 at 4% or $70,442 at 6%.