Civic Intelligence

Bob Beal Insurance Agency

Plan context: Bob Beal Insurance Agency 401K Plan

EIN 91-2005336 • 8 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$202,608

2008 Contributions

$35,339

Historical Graphs

Total Assets Over Time

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

$268,146$134,073$0200120052008YearValue
$202,608Latest year 2008

Participants Over Time

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

420200120052008YearValue
3Latest year 2008

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
200813$202,608$35,339$11,780iApproximate average salary by contribution assumption: employee only about $294,492 at 4% or $196,328 at 6%; with 50% employer match about $196,328 at 4% or $130,885 at 6%; with 100% employer match about $147,246 at 4% or $98,164 at 6%.
Bob Beal Insurance Agency 401K Plan-3$202,608$35,339$11,780iApproximate average salary by contribution assumption: employee only about $294,492 at 4% or $196,328 at 6%; with 50% employer match about $196,328 at 4% or $130,885 at 6%; with 100% employer match about $147,246 at 4% or $98,164 at 6%.
200713$268,146$16,915$5,638iApproximate average salary by contribution assumption: employee only about $140,958 at 4% or $93,972 at 6%; with 50% employer match about $93,972 at 4% or $62,648 at 6%; with 100% employer match about $70,479 at 4% or $46,986 at 6%.
Bob Beal Insurance Agency 401K Plan-3$268,146$16,915$5,638iApproximate average salary by contribution assumption: employee only about $140,958 at 4% or $93,972 at 6%; with 50% employer match about $93,972 at 4% or $62,648 at 6%; with 100% employer match about $70,479 at 4% or $46,986 at 6%.
200613$262,419$53,464$17,821iApproximate average salary by contribution assumption: employee only about $445,533 at 4% or $297,022 at 6%; with 50% employer match about $297,022 at 4% or $198,015 at 6%; with 100% employer match about $222,767 at 4% or $148,511 at 6%.
Bob Beal Insurance Agency 401K Plan-3$262,419$53,464$17,821iApproximate average salary by contribution assumption: employee only about $445,533 at 4% or $297,022 at 6%; with 50% employer match about $297,022 at 4% or $198,015 at 6%; with 100% employer match about $222,767 at 4% or $148,511 at 6%.
200513$182,669$58,312$19,437iApproximate average salary by contribution assumption: employee only about $485,933 at 4% or $323,956 at 6%; with 50% employer match about $323,956 at 4% or $215,970 at 6%; with 100% employer match about $242,967 at 4% or $161,978 at 6%.
Bob Beal Insurance Agency 401K Plan-3$182,669$58,312$19,437iApproximate average salary by contribution assumption: employee only about $485,933 at 4% or $323,956 at 6%; with 50% employer match about $323,956 at 4% or $215,970 at 6%; with 100% employer match about $242,967 at 4% or $161,978 at 6%.
200414$118,945$41,016$10,254iApproximate average salary by contribution assumption: employee only about $256,350 at 4% or $170,900 at 6%; with 50% employer match about $170,900 at 4% or $113,933 at 6%; with 100% employer match about $128,175 at 4% or $85,450 at 6%.
Bob Beal Insurance Agency 401K Plan-4$118,945$41,016$10,254iApproximate average salary by contribution assumption: employee only about $256,350 at 4% or $170,900 at 6%; with 50% employer match about $170,900 at 4% or $113,933 at 6%; with 100% employer match about $128,175 at 4% or $85,450 at 6%.
200313$72,301$32,200$10,733iApproximate average salary by contribution assumption: employee only about $268,333 at 4% or $178,889 at 6%; with 50% employer match about $178,889 at 4% or $119,259 at 6%; with 100% employer match about $134,167 at 4% or $89,444 at 6%.
Bob Beal Insurance Agency 401K Plan-3$72,301$32,200$10,733iApproximate average salary by contribution assumption: employee only about $268,333 at 4% or $178,889 at 6%; with 50% employer match about $178,889 at 4% or $119,259 at 6%; with 100% employer match about $134,167 at 4% or $89,444 at 6%.
200212$33,861$15,500$7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%.
Bob Beal Insurance Agency 401K Plan-2$33,861$15,500$7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%.
200113$22,066$22,092$7,364iApproximate average salary by contribution assumption: employee only about $184,100 at 4% or $122,733 at 6%; with 50% employer match about $122,733 at 4% or $81,822 at 6%; with 100% employer match about $92,050 at 4% or $61,367 at 6%.
Bob Beal Insurance Agency 401K Plan-3$22,066$22,092$7,364iApproximate average salary by contribution assumption: employee only about $184,100 at 4% or $122,733 at 6%; with 50% employer match about $122,733 at 4% or $81,822 at 6%; with 100% employer match about $92,050 at 4% or $61,367 at 6%.