Civic Intelligence

Embedded Insurance Agency LLC

Plan context: Embedded Insurance 401(K) Plan

EIN 87-3780070 • Park City, UT • 4 filings • 1 plans

1389 Center Dr Suite 200Park City, UT 84098
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$1,276,225

2025 Contributions

$269,315

Historical Graphs

Total Assets Over Time

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

$1,276,225$638,113$0202220242025YearValue
$1,276,225Latest year 2025

Participants Over Time

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

21110202220242025YearValue
21Latest 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
2025121$1,276,225$269,315$12,825iApproximate average salary by contribution assumption: employee only about $320,613 at 4% or $213,742 at 6%; with 50% employer match about $213,742 at 4% or $142,495 at 6%; with 100% employer match about $160,307 at 4% or $106,871 at 6%.
Embedded Insurance 401(K) Plan-21$1,276,225$269,315$12,825iApproximate average salary by contribution assumption: employee only about $320,613 at 4% or $213,742 at 6%; with 50% employer match about $213,742 at 4% or $142,495 at 6%; with 100% employer match about $160,307 at 4% or $106,871 at 6%.
2024114$829,572$311,422$22,244iApproximate average salary by contribution assumption: employee only about $556,111 at 4% or $370,740 at 6%; with 50% employer match about $370,740 at 4% or $247,160 at 6%; with 100% employer match about $278,055 at 4% or $185,370 at 6%.
Embedded Insurance 401(K) Plan-14$829,572$311,422$22,244iApproximate average salary by contribution assumption: employee only about $556,111 at 4% or $370,740 at 6%; with 50% employer match about $370,740 at 4% or $247,160 at 6%; with 100% employer match about $278,055 at 4% or $185,370 at 6%.
2023112$443,966$287,487$23,957iApproximate average salary by contribution assumption: employee only about $598,931 at 4% or $399,288 at 6%; with 50% employer match about $399,288 at 4% or $266,192 at 6%; with 100% employer match about $299,466 at 4% or $199,644 at 6%.
Embedded Insurance 401(K) Plan-12$443,966$287,487$23,957iApproximate average salary by contribution assumption: employee only about $598,931 at 4% or $399,288 at 6%; with 50% employer match about $399,288 at 4% or $266,192 at 6%; with 100% employer match about $299,466 at 4% or $199,644 at 6%.
202215$114,644$115,580$23,116iApproximate average salary by contribution assumption: employee only about $577,900 at 4% or $385,267 at 6%; with 50% employer match about $385,267 at 4% or $256,844 at 6%; with 100% employer match about $288,950 at 4% or $192,633 at 6%.
Embedded Insurance 401(K) Plan-5$114,644$115,580$23,116iApproximate average salary by contribution assumption: employee only about $577,900 at 4% or $385,267 at 6%; with 50% employer match about $385,267 at 4% or $256,844 at 6%; with 100% employer match about $288,950 at 4% or $192,633 at 6%.