Civic Intelligence

Rich Stevens Ins. Agency Inc.

Plan context: Rich Stevens Insurance Agency Inc Age-Weighted Profit Sharing Plan

EIN 90-0146445 • Irving, CA • 4 filings • 2 plans

4482 Barranca Parkway, Suite 224Irving, CA 92604
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$311,987

2014 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$311,987$155,994$0200420122013YearValue
$311,987Latest year 2013

Participants Over Time

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

320200420122013YearValue
2Latest year 2013

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
201410$0$0-
Rich Stevens Insurance Agency Inc Age-Weighted Profit Sharing Plan-0$0$0-
201312$311,987$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Rich Stevens Insurance Agency Inc Age-Weighted Profit Sharing Plan-2$311,987$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201213$290,093$0-
Rich Stevens Insurance Agency Inc Age-Weighted Profit Sharing Plan-3$290,093$0-
200412$83,818$23,701$11,851iApproximate average salary by contribution assumption: employee only about $296,263 at 4% or $197,508 at 6%; with 50% employer match about $197,508 at 4% or $131,672 at 6%; with 100% employer match about $148,131 at 4% or $98,754 at 6%.
Rich Stevens Insurance Agency Inc Age-Weighted Profit Sharing Plan-2$83,818$23,701$11,851iApproximate average salary by contribution assumption: employee only about $296,263 at 4% or $197,508 at 6%; with 50% employer match about $197,508 at 4% or $131,672 at 6%; with 100% employer match about $148,131 at 4% or $98,754 at 6%.