Civic Intelligence

Clise Agency Inc.

Plan context: Clise Agency Inc. 401(K) Profit Sharing Plan

EIN 91-0839938 • Seattle, WA • 54 filings • 5 plans

1700 Seventh Avenue, Suite 1800Seattle, WA 98101-1183
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$20,516,570

2024 Contributions

$1,157,406

Historical Graphs

Total Assets Over Time

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

$27,847,951$13,923,976$0199920122024YearValue
$20,516,570Latest year 2024

Participants Over Time

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

144720199920122024YearValue
74Latest year 2024

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
2024174$20,516,570$1,157,406$15,641iApproximate average salary by contribution assumption: employee only about $391,016 at 4% or $260,677 at 6%; with 50% employer match about $260,677 at 4% or $173,785 at 6%; with 100% employer match about $195,508 at 4% or $130,339 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-74$20,516,570$1,157,406$15,641iApproximate average salary by contribution assumption: employee only about $391,016 at 4% or $260,677 at 6%; with 50% employer match about $260,677 at 4% or $173,785 at 6%; with 100% employer match about $195,508 at 4% or $130,339 at 6%.
2023171$19,383,608$1,041,828$14,674iApproximate average salary by contribution assumption: employee only about $366,841 at 4% or $244,561 at 6%; with 50% employer match about $244,561 at 4% or $163,040 at 6%; with 100% employer match about $183,420 at 4% or $122,280 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-71$19,383,608$1,041,828$14,674iApproximate average salary by contribution assumption: employee only about $366,841 at 4% or $244,561 at 6%; with 50% employer match about $244,561 at 4% or $163,040 at 6%; with 100% employer match about $183,420 at 4% or $122,280 at 6%.
2022167$16,849,418$1,357,233$20,257iApproximate average salary by contribution assumption: employee only about $506,430 at 4% or $337,620 at 6%; with 50% employer match about $337,620 at 4% or $225,080 at 6%; with 100% employer match about $253,215 at 4% or $168,810 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-67$16,849,418$1,357,233$20,257iApproximate average salary by contribution assumption: employee only about $506,430 at 4% or $337,620 at 6%; with 50% employer match about $337,620 at 4% or $225,080 at 6%; with 100% employer match about $253,215 at 4% or $168,810 at 6%.
2021178$19,442,606$989,868$12,691iApproximate average salary by contribution assumption: employee only about $317,265 at 4% or $211,510 at 6%; with 50% employer match about $211,510 at 4% or $141,007 at 6%; with 100% employer match about $158,633 at 4% or $105,755 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-78$19,442,606$989,868$12,691iApproximate average salary by contribution assumption: employee only about $317,265 at 4% or $211,510 at 6%; with 50% employer match about $211,510 at 4% or $141,007 at 6%; with 100% employer match about $158,633 at 4% or $105,755 at 6%.
2020295$16,660,537$7,481,880$78,757iApproximate average salary by contribution assumption: employee only about $1,968,916 at 4% or $1,312,611 at 6%; with 50% employer match about $1,312,611 at 4% or $875,074 at 6%; with 100% employer match about $984,458 at 4% or $656,305 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-95$16,660,537$3,965,964$41,747iApproximate average salary by contribution assumption: employee only about $1,043,675 at 4% or $695,783 at 6%; with 50% employer match about $695,783 at 4% or $463,855 at 6%; with 100% employer match about $521,837 at 4% or $347,892 at 6%.
Clise Agency Retirement Plan-0$0$3,515,916-
20193103$27,847,951$1,072,463$10,412iApproximate average salary by contribution assumption: employee only about $260,307 at 4% or $173,538 at 6%; with 50% employer match about $173,538 at 4% or $115,692 at 6%; with 100% employer match about $130,153 at 4% or $86,769 at 6%.
Clise Agency Retirement Plan-78$14,548,109--
Clise Agency Inc. 401(K) Profit Sharing Plan-103$13,299,842$1,072,463$10,412iApproximate average salary by contribution assumption: employee only about $260,307 at 4% or $173,538 at 6%; with 50% employer match about $173,538 at 4% or $115,692 at 6%; with 100% employer match about $130,153 at 4% or $86,769 at 6%.
Clise Agency Inc. Welfare Benefit Plan-103---
20183119$23,456,234$1,555,630$13,073iApproximate average salary by contribution assumption: employee only about $326,813 at 4% or $217,875 at 6%; with 50% employer match about $217,875 at 4% or $145,250 at 6%; with 100% employer match about $163,407 at 4% or $108,938 at 6%.
Clise Agency Retirement Plan-78$12,865,411$300,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-104$10,590,823$1,255,630$12,073iApproximate average salary by contribution assumption: employee only about $301,834 at 4% or $201,223 at 6%; with 50% employer match about $201,223 at 4% or $134,149 at 6%; with 100% employer match about $150,917 at 4% or $100,611 at 6%.
Clise Agency Inc. Welfare Benefit Plan-119---
20173118$23,166,792$1,664,922$14,110iApproximate average salary by contribution assumption: employee only about $352,738 at 4% or $235,158 at 6%; with 50% employer match about $235,158 at 4% or $156,772 at 6%; with 100% employer match about $176,369 at 4% or $117,579 at 6%.
Clise Agency Retirement Plan-78$13,036,125$700,000$8,974iApproximate average salary by contribution assumption: employee only about $224,359 at 4% or $149,573 at 6%; with 50% employer match about $149,573 at 4% or $99,715 at 6%; with 100% employer match about $112,179 at 4% or $74,786 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-109$10,130,667$964,922$8,852iApproximate average salary by contribution assumption: employee only about $221,312 at 4% or $147,542 at 6%; with 50% employer match about $147,542 at 4% or $98,361 at 6%; with 100% employer match about $110,656 at 4% or $73,771 at 6%.
Clise Agency Inc. Welfare Benefit Plan-118---
20163131$19,236,133$1,890,367$14,430iApproximate average salary by contribution assumption: employee only about $360,757 at 4% or $240,505 at 6%; with 50% employer match about $240,505 at 4% or $160,336 at 6%; with 100% employer match about $180,379 at 4% or $120,252 at 6%.
Clise Agency Retirement Plan-78$11,387,356$700,000$8,974iApproximate average salary by contribution assumption: employee only about $224,359 at 4% or $149,573 at 6%; with 50% employer match about $149,573 at 4% or $99,715 at 6%; with 100% employer match about $112,179 at 4% or $74,786 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-107$7,848,777$1,190,367$11,125iApproximate average salary by contribution assumption: employee only about $278,123 at 4% or $185,415 at 6%; with 50% employer match about $185,415 at 4% or $123,610 at 6%; with 100% employer match about $139,062 at 4% or $92,708 at 6%.
Clise Agency Inc. Welfare Benefit Plan-131---
20153130$17,845,035$1,563,103$12,024iApproximate average salary by contribution assumption: employee only about $300,597 at 4% or $200,398 at 6%; with 50% employer match about $200,398 at 4% or $133,599 at 6%; with 100% employer match about $150,298 at 4% or $100,199 at 6%.
Clise Agency Retirement Plan-80$10,509,314$700,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-122$7,335,721$863,103$7,075iApproximate average salary by contribution assumption: employee only about $176,865 at 4% or $117,910 at 6%; with 50% employer match about $117,910 at 4% or $78,607 at 6%; with 100% employer match about $88,433 at 4% or $58,955 at 6%.
Clise Agency Inc. Welfare Benefit Plan-130---
20143131$17,046,406$1,388,657$10,600iApproximate average salary by contribution assumption: employee only about $265,011 at 4% or $176,674 at 6%; with 50% employer match about $176,674 at 4% or $117,783 at 6%; with 100% employer match about $132,505 at 4% or $88,337 at 6%.
Clise Agency Retirement Plan-38$10,321,408$675,000$17,763iApproximate average salary by contribution assumption: employee only about $444,079 at 4% or $296,053 at 6%; with 50% employer match about $296,053 at 4% or $197,368 at 6%; with 100% employer match about $222,039 at 4% or $148,026 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-93$6,724,998$713,657$7,674iApproximate average salary by contribution assumption: employee only about $191,843 at 4% or $127,896 at 6%; with 50% employer match about $127,896 at 4% or $85,264 at 6%; with 100% employer match about $95,922 at 4% or $63,948 at 6%.
Clise Agency Inc. Welfare Benefit Plan-131---
20133108$15,607,003$1,073,893$9,943iApproximate average salary by contribution assumption: employee only about $248,586 at 4% or $165,724 at 6%; with 50% employer match about $165,724 at 4% or $110,483 at 6%; with 100% employer match about $124,293 at 4% or $82,862 at 6%.
Clise Agency Retirement Plan-40$9,712,327$400,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-77$5,894,676$673,893$8,752iApproximate average salary by contribution assumption: employee only about $218,796 at 4% or $145,864 at 6%; with 50% employer match about $145,864 at 4% or $97,243 at 6%; with 100% employer match about $109,398 at 4% or $72,932 at 6%.
Clise Agency Inc. Welfare Benefit Plan-108---
20123104$13,007,885$1,025,253$9,858iApproximate average salary by contribution assumption: employee only about $246,455 at 4% or $164,303 at 6%; with 50% employer match about $164,303 at 4% or $109,536 at 6%; with 100% employer match about $123,228 at 4% or $82,152 at 6%.
Clise Agency Retirement Plan-42$8,187,479$300,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-79$4,820,406$725,253$9,180iApproximate average salary by contribution assumption: employee only about $229,510 at 4% or $153,007 at 6%; with 50% employer match about $153,007 at 4% or $102,005 at 6%; with 100% employer match about $114,755 at 4% or $76,503 at 6%.
Clise Agency Inc. Welfare Benefit Plan-104---
20113144$11,284,677$876,906$6,090iApproximate average salary by contribution assumption: employee only about $152,241 at 4% or $101,494 at 6%; with 50% employer match about $101,494 at 4% or $67,663 at 6%; with 100% employer match about $76,120 at 4% or $50,747 at 6%.
Clise Agency Retirement Plan-43$7,484,951$200,000$4,651iApproximate average salary by contribution assumption: employee only about $116,279 at 4% or $77,519 at 6%; with 50% employer match about $77,519 at 4% or $51,680 at 6%; with 100% employer match about $58,140 at 4% or $38,760 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-144$3,799,726$676,906$4,701iApproximate average salary by contribution assumption: employee only about $117,518 at 4% or $78,346 at 6%; with 50% employer match about $78,346 at 4% or $52,230 at 6%; with 100% employer match about $58,759 at 4% or $39,173 at 6%.
Clise Agency Inc. Welfare Benefit Plan-109---
20102132$10,886,006$1,005,876$7,620iApproximate average salary by contribution assumption: employee only about $190,507 at 4% or $127,005 at 6%; with 50% employer match about $127,005 at 4% or $84,670 at 6%; with 100% employer match about $95,253 at 4% or $63,502 at 6%.
Clise Agency Retirement Plan-44$7,559,489$280,000$6,364iApproximate average salary by contribution assumption: employee only about $159,091 at 4% or $106,061 at 6%; with 50% employer match about $106,061 at 4% or $70,707 at 6%; with 100% employer match about $79,545 at 4% or $53,030 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-132$3,326,517$725,876$5,499iApproximate average salary by contribution assumption: employee only about $137,477 at 4% or $91,651 at 6%; with 50% employer match about $91,651 at 4% or $61,101 at 6%; with 100% employer match about $68,738 at 4% or $45,826 at 6%.
20093113$9,013,142$1,008,984$8,929iApproximate average salary by contribution assumption: employee only about $223,227 at 4% or $148,818 at 6%; with 50% employer match about $148,818 at 4% or $99,212 at 6%; with 100% employer match about $111,613 at 4% or $74,409 at 6%.
Clise Agency Retirement Plan-52$6,617,836$250,000$4,808iApproximate average salary by contribution assumption: employee only about $120,192 at 4% or $80,128 at 6%; with 50% employer match about $80,128 at 4% or $53,419 at 6%; with 100% employer match about $60,096 at 4% or $40,064 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-113$2,395,306$758,984$6,717iApproximate average salary by contribution assumption: employee only about $167,917 at 4% or $111,945 at 6%; with 50% employer match about $111,945 at 4% or $74,630 at 6%; with 100% employer match about $83,958 at 4% or $55,972 at 6%.
Clise Agency Inc. Welfare Benefit Plan-91---
2008284$6,633,173$800,852$9,534iApproximate average salary by contribution assumption: employee only about $238,349 at 4% or $158,899 at 6%; with 50% employer match about $158,899 at 4% or $105,933 at 6%; with 100% employer match about $119,174 at 4% or $79,450 at 6%.
Clise Agency Retirement Plan-65$5,358,412$500,000$7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-84$1,274,761$300,852$3,582iApproximate average salary by contribution assumption: employee only about $89,539 at 4% or $59,693 at 6%; with 50% employer match about $59,693 at 4% or $39,795 at 6%; with 100% employer match about $44,770 at 4% or $29,846 at 6%.
2007286$1,395,896$222,014$2,582iApproximate average salary by contribution assumption: employee only about $64,539 at 4% or $43,026 at 6%; with 50% employer match about $43,026 at 4% or $28,684 at 6%; with 100% employer match about $32,269 at 4% or $21,513 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-86$1,395,896$222,014$2,582iApproximate average salary by contribution assumption: employee only about $64,539 at 4% or $43,026 at 6%; with 50% employer match about $43,026 at 4% or $28,684 at 6%; with 100% employer match about $32,269 at 4% or $21,513 at 6%.
Clise Agency Retirement Plan-62---
2006287$8,346,911$453,614$5,214iApproximate average salary by contribution assumption: employee only about $130,349 at 4% or $86,899 at 6%; with 50% employer match about $86,899 at 4% or $57,933 at 6%; with 100% employer match about $65,174 at 4% or $43,450 at 6%.
Clise Agency Retirement Plan-62$7,028,809$330,000$5,323iApproximate average salary by contribution assumption: employee only about $133,065 at 4% or $88,710 at 6%; with 50% employer match about $88,710 at 4% or $59,140 at 6%; with 100% employer match about $66,532 at 4% or $44,355 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-87$1,318,102$123,614$1,421iApproximate average salary by contribution assumption: employee only about $35,521 at 4% or $23,681 at 6%; with 50% employer match about $23,681 at 4% or $15,787 at 6%; with 100% employer match about $17,761 at 4% or $11,840 at 6%.
2005289$6,826,962$481,708$5,412iApproximate average salary by contribution assumption: employee only about $135,311 at 4% or $90,207 at 6%; with 50% employer match about $90,207 at 4% or $60,138 at 6%; with 100% employer match about $67,656 at 4% or $45,104 at 6%.
Clise Agency Retirement Plan-54$5,652,946$330,000$6,111iApproximate average salary by contribution assumption: employee only about $152,778 at 4% or $101,852 at 6%; with 50% employer match about $101,852 at 4% or $67,901 at 6%; with 100% employer match about $76,389 at 4% or $50,926 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-89$1,174,016$151,708$1,705iApproximate average salary by contribution assumption: employee only about $42,615 at 4% or $28,410 at 6%; with 50% employer match about $28,410 at 4% or $18,940 at 6%; with 100% employer match about $21,307 at 4% or $14,205 at 6%.
2004274$6,055,266$463,734$6,267iApproximate average salary by contribution assumption: employee only about $156,667 at 4% or $104,445 at 6%; with 50% employer match about $104,445 at 4% or $69,630 at 6%; with 100% employer match about $78,333 at 4% or $52,222 at 6%.
Clise Agency Retirement Plan-52$5,083,955$329,252$6,332iApproximate average salary by contribution assumption: employee only about $158,294 at 4% or $105,529 at 6%; with 50% employer match about $105,529 at 4% or $70,353 at 6%; with 100% employer match about $79,147 at 4% or $52,765 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-74$971,311$134,482$1,817iApproximate average salary by contribution assumption: employee only about $45,433 at 4% or $30,289 at 6%; with 50% employer match about $30,289 at 4% or $20,192 at 6%; with 100% employer match about $22,717 at 4% or $15,144 at 6%.
2003273$5,252,927$654,944$8,972iApproximate average salary by contribution assumption: employee only about $224,296 at 4% or $149,531 at 6%; with 50% employer match about $149,531 at 4% or $99,687 at 6%; with 100% employer match about $112,148 at 4% or $74,765 at 6%.
Clise Agency Retirement Plan-53$4,459,680$525,000$9,906iApproximate average salary by contribution assumption: employee only about $247,642 at 4% or $165,094 at 6%; with 50% employer match about $165,094 at 4% or $110,063 at 6%; with 100% employer match about $123,821 at 4% or $82,547 at 6%.
Clise Agency Inc. 401(K) Profit Sharing Plan-73$793,247$129,944$1,780iApproximate average salary by contribution assumption: employee only about $44,501 at 4% or $29,668 at 6%; with 50% employer match about $29,668 at 4% or $19,778 at 6%; with 100% employer match about $22,251 at 4% or $14,834 at 6%.
2002160$3,524,288$386,866$6,448iApproximate average salary by contribution assumption: employee only about $161,194 at 4% or $107,463 at 6%; with 50% employer match about $107,463 at 4% or $71,642 at 6%; with 100% employer match about $80,597 at 4% or $53,731 at 6%.
Clise Agency Retirement Plan-60$3,524,288$386,866$6,448iApproximate average salary by contribution assumption: employee only about $161,194 at 4% or $107,463 at 6%; with 50% employer match about $107,463 at 4% or $71,642 at 6%; with 100% employer match about $80,597 at 4% or $53,731 at 6%.
2001158$0$0-
Clise Agency Retirement Plan-58---
2000150$3,469,072$204,577$4,092iApproximate average salary by contribution assumption: employee only about $102,289 at 4% or $68,192 at 6%; with 50% employer match about $68,192 at 4% or $45,462 at 6%; with 100% employer match about $51,144 at 4% or $34,096 at 6%.
Clise Agency Retirement Plan-50$3,469,072$204,577$4,092iApproximate average salary by contribution assumption: employee only about $102,289 at 4% or $68,192 at 6%; with 50% employer match about $68,192 at 4% or $45,462 at 6%; with 100% employer match about $51,144 at 4% or $34,096 at 6%.
1999144$3,595,581$125,000$2,841iApproximate average salary by contribution assumption: employee only about $71,023 at 4% or $47,348 at 6%; with 50% employer match about $47,348 at 4% or $31,566 at 6%; with 100% employer match about $35,511 at 4% or $23,674 at 6%.
Clise Agency Retirement Plan-44$3,595,581$125,000$2,841iApproximate average salary by contribution assumption: employee only about $71,023 at 4% or $47,348 at 6%; with 50% employer match about $47,348 at 4% or $31,566 at 6%; with 100% employer match about $35,511 at 4% or $23,674 at 6%.