Civic Intelligence

ROB VIOLA INSURANCE SERVICES INC.

Plan context: ROB VIOLA INSURANCE SERVICES INC. 401(K) PROFIT SHARING PLAN

EIN 87-1041627 • Los Osos, CA • 3 filings • 1 plans

950 Los Osos Valley Road, Suite CLos Osos, CA 93402
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$387,141

2025 Contributions

$87,602

Historical Graphs

Total Assets Over Time

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

$387,141$193,571$0202320242025YearValue
$387,141Latest year 2025

Participants Over Time

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

210202320242025YearValue
2Latest 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
202512$387,141$87,602$43,801iApproximate average salary by contribution assumption: employee only about $1,095,025 at 4% or $730,017 at 6%; with 50% employer match about $730,017 at 4% or $486,678 at 6%; with 100% employer match about $547,513 at 4% or $365,008 at 6%.
ROB VIOLA INSURANCE SERVICES INC. 401(K) PROFIT SHARING PLAN-2$387,141$87,602$43,801iApproximate average salary by contribution assumption: employee only about $1,095,025 at 4% or $730,017 at 6%; with 50% employer match about $730,017 at 4% or $486,678 at 6%; with 100% employer match about $547,513 at 4% or $365,008 at 6%.
202412$260,019$56,569$28,285iApproximate average salary by contribution assumption: employee only about $707,113 at 4% or $471,408 at 6%; with 50% employer match about $471,408 at 4% or $314,272 at 6%; with 100% employer match about $353,556 at 4% or $235,704 at 6%.
ROB VIOLA INSURANCE SERVICES INC. 401(K) PROFIT SHARING PLAN-2$260,019$56,569$28,285iApproximate average salary by contribution assumption: employee only about $707,113 at 4% or $471,408 at 6%; with 50% employer match about $471,408 at 4% or $314,272 at 6%; with 100% employer match about $353,556 at 4% or $235,704 at 6%.
202312$192,007$189,314$94,657iApproximate average salary by contribution assumption: employee only about $2,366,425 at 4% or $1,577,617 at 6%; with 50% employer match about $1,577,617 at 4% or $1,051,744 at 6%; with 100% employer match about $1,183,213 at 4% or $788,808 at 6%.
ROB VIOLA INSURANCE SERVICES INC. 401(K) PROFIT SHARING PLAN-2$192,007$189,314$94,657iApproximate average salary by contribution assumption: employee only about $2,366,425 at 4% or $1,577,617 at 6%; with 50% employer match about $1,577,617 at 4% or $1,051,744 at 6%; with 100% employer match about $1,183,213 at 4% or $788,808 at 6%.