Civic Intelligence

Strategic Insurance Services Inc

Plan context: Strategic Insurance Services Inc. 401(K) Plan and Trust

EIN 87-0564731 • Midvale, UT • 14 filings • 3 plans

6947 South 900 EastMidvale, UT 84047
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$5,605

2022 Contributions

$1,310

Historical Graphs

Total Assets Over Time

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

$9,613$4,807$0200520162022YearValue
$5,605Latest year 2022

Participants Over Time

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

320200520162022YearValue
1Latest year 2022

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
202211$5,605$0-
Strategic Insurance Services Inc. 401(K) Plan and Trust-1$5,605$0-
202112$5,435$0-
Strategic Insurance Services Inc. 401(K) Plan and Trust-2$5,435$0-
202011$9,613$0-
Strategic Insurance Services Inc. 401(K) Plan and Trust-1$9,613--
201911$9,083$0-
Strategic Insurance Services Inc. 401(K) Plan and Trust-1$9,083--
201811$8,897$0-
Strategic Insurance Services Inc. 401(K) Plan and Trust-1$8,897--
201711$8,697$0-
Strategic Insurance Services Inc. 401(K) Plan and Trust-1$8,697--
201611$8,424$0-
Strategic Insurance Services Inc. 401(K) Plan and Trust-1$8,424--
201511$7,968$0-
Strategic Insurance Services Inc. 401(K) Plan and Trust-1$7,968--
201411$7,396$0-
Strategic Insurance Services Inc. 401(K) Plan and Trust-1$7,396--
201012$8,312$0-
Strategic Insurance Services Inc 401(K) Plan and Trust-2$8,312--
200911$8,301$0-
Strategic Insurance Services Inc 401(K) Plan and Trust-1$8,301--
200713$0$0-
Strategic Insurance Services Inc 401(K) Plan and Trust-3---
200613$8,029$1,310$437iApproximate average salary by contribution assumption: employee only about $10,917 at 4% or $7,278 at 6%; with 50% employer match about $7,278 at 4% or $4,852 at 6%; with 100% employer match about $5,458 at 4% or $3,639 at 6%.
Strategic Insurance Services Inc 401(K) Plan and Trust-3$8,029$1,310$437iApproximate average salary by contribution assumption: employee only about $10,917 at 4% or $7,278 at 6%; with 50% employer match about $7,278 at 4% or $4,852 at 6%; with 100% employer match about $5,458 at 4% or $3,639 at 6%.
200512$6,577$3,097$1,549iApproximate average salary by contribution assumption: employee only about $38,713 at 4% or $25,808 at 6%; with 50% employer match about $25,808 at 4% or $17,206 at 6%; with 100% employer match about $19,356 at 4% or $12,904 at 6%.
Strategic Insurance Services Inc 401(K) Plan and Trust-2$6,577$3,097$1,549iApproximate average salary by contribution assumption: employee only about $38,713 at 4% or $25,808 at 6%; with 50% employer match about $25,808 at 4% or $17,206 at 6%; with 100% employer match about $19,356 at 4% or $12,904 at 6%.