Civic Intelligence

Indemnity Excess & Surplus Agency Inc.

Plan context: Iesa 401K Profit-Sharing Plan

EIN 93-1101031 • Hillsboro, OR • 16 filings • 2 plans

1915 NE Stucki Ave, Ste 450Hillsboro, OR 97006
Current Snapshot

Latest Year

2017

2017 Participants

14

2017 Assets

$2,113,679

2017 Contributions

$111,391

Historical Graphs

Total Assets Over Time

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

$2,113,679$1,056,840$0200220102017YearValue
$2,113,679Latest year 2017

Participants Over Time

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

20100200220102017YearValue
14Latest year 2017

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
2017114$2,113,679$111,391$7,957iApproximate average salary by contribution assumption: employee only about $198,913 at 4% or $132,608 at 6%; with 50% employer match about $132,608 at 4% or $88,406 at 6%; with 100% employer match about $99,456 at 4% or $66,304 at 6%.
Iesa 401K Profit-Sharing Plan-14$2,113,679$111,391$7,957iApproximate average salary by contribution assumption: employee only about $198,913 at 4% or $132,608 at 6%; with 50% employer match about $132,608 at 4% or $88,406 at 6%; with 100% employer match about $99,456 at 4% or $66,304 at 6%.
2016114$1,828,400$87,655$6,261iApproximate average salary by contribution assumption: employee only about $156,527 at 4% or $104,351 at 6%; with 50% employer match about $104,351 at 4% or $69,567 at 6%; with 100% employer match about $78,263 at 4% or $52,176 at 6%.
Iesa 401K Profit-Sharing Plan-14$1,828,400$87,655$6,261iApproximate average salary by contribution assumption: employee only about $156,527 at 4% or $104,351 at 6%; with 50% employer match about $104,351 at 4% or $69,567 at 6%; with 100% employer match about $78,263 at 4% or $52,176 at 6%.
2015113$1,618,877$74,614$5,740iApproximate average salary by contribution assumption: employee only about $143,488 at 4% or $95,659 at 6%; with 50% employer match about $95,659 at 4% or $63,773 at 6%; with 100% employer match about $71,744 at 4% or $47,829 at 6%.
Iesa 401K Profit-Sharing Plan-13$1,618,877$74,614$5,740iApproximate average salary by contribution assumption: employee only about $143,488 at 4% or $95,659 at 6%; with 50% employer match about $95,659 at 4% or $63,773 at 6%; with 100% employer match about $71,744 at 4% or $47,829 at 6%.
2014112$1,725,357$63,712$5,309iApproximate average salary by contribution assumption: employee only about $132,733 at 4% or $88,489 at 6%; with 50% employer match about $88,489 at 4% or $58,993 at 6%; with 100% employer match about $66,367 at 4% or $44,244 at 6%.
Iesa 401K Profit-Sharing Plan-12$1,725,357$63,712$5,309iApproximate average salary by contribution assumption: employee only about $132,733 at 4% or $88,489 at 6%; with 50% employer match about $88,489 at 4% or $58,993 at 6%; with 100% employer match about $66,367 at 4% or $44,244 at 6%.
2013114$1,602,490$65,807$4,701iApproximate average salary by contribution assumption: employee only about $117,513 at 4% or $78,342 at 6%; with 50% employer match about $78,342 at 4% or $52,228 at 6%; with 100% employer match about $58,756 at 4% or $39,171 at 6%.
Iesa 401K Profit-Sharing Plan-14$1,602,490$65,807$4,701iApproximate average salary by contribution assumption: employee only about $117,513 at 4% or $78,342 at 6%; with 50% employer match about $78,342 at 4% or $52,228 at 6%; with 100% employer match about $58,756 at 4% or $39,171 at 6%.
2012113$1,296,661$64,598$4,969iApproximate average salary by contribution assumption: employee only about $124,227 at 4% or $82,818 at 6%; with 50% employer match about $82,818 at 4% or $55,212 at 6%; with 100% employer match about $62,113 at 4% or $41,409 at 6%.
Iesa 401K Profit-Sharing Plan-13$1,296,661$64,598$4,969iApproximate average salary by contribution assumption: employee only about $124,227 at 4% or $82,818 at 6%; with 50% employer match about $82,818 at 4% or $55,212 at 6%; with 100% employer match about $62,113 at 4% or $41,409 at 6%.
2011117$1,103,582$65,909$3,877iApproximate average salary by contribution assumption: employee only about $96,925 at 4% or $64,617 at 6%; with 50% employer match about $64,617 at 4% or $43,078 at 6%; with 100% employer match about $48,463 at 4% or $32,308 at 6%.
Iesa 401K Profit-Sharing Plan-17$1,103,582$65,909$3,877iApproximate average salary by contribution assumption: employee only about $96,925 at 4% or $64,617 at 6%; with 50% employer match about $64,617 at 4% or $43,078 at 6%; with 100% employer match about $48,463 at 4% or $32,308 at 6%.
2010111$1,092,585$64,870$5,897iApproximate average salary by contribution assumption: employee only about $147,432 at 4% or $98,288 at 6%; with 50% employer match about $98,288 at 4% or $65,525 at 6%; with 100% employer match about $73,716 at 4% or $49,144 at 6%.
Iesa 401K Profit-Sharing Plan-11$1,092,585$64,870$5,897iApproximate average salary by contribution assumption: employee only about $147,432 at 4% or $98,288 at 6%; with 50% employer match about $98,288 at 4% or $65,525 at 6%; with 100% employer match about $73,716 at 4% or $49,144 at 6%.
2009120$1,087,792$96,666$4,833iApproximate average salary by contribution assumption: employee only about $120,833 at 4% or $80,555 at 6%; with 50% employer match about $80,555 at 4% or $53,703 at 6%; with 100% employer match about $60,416 at 4% or $40,278 at 6%.
Iesa 401K Profit-Sharing Plan-20$1,087,792$96,666$4,833iApproximate average salary by contribution assumption: employee only about $120,833 at 4% or $80,555 at 6%; with 50% employer match about $80,555 at 4% or $53,703 at 6%; with 100% employer match about $60,416 at 4% or $40,278 at 6%.
2008112$779,305$95,085$7,924iApproximate average salary by contribution assumption: employee only about $198,094 at 4% or $132,063 at 6%; with 50% employer match about $132,063 at 4% or $88,042 at 6%; with 100% employer match about $99,047 at 4% or $66,031 at 6%.
Iesa 401K Profit-Sharing Plan-12$779,305$95,085$7,924iApproximate average salary by contribution assumption: employee only about $198,094 at 4% or $132,063 at 6%; with 50% employer match about $132,063 at 4% or $88,042 at 6%; with 100% employer match about $99,047 at 4% or $66,031 at 6%.
2007115$1,027,681$105,483$7,032iApproximate average salary by contribution assumption: employee only about $175,805 at 4% or $117,203 at 6%; with 50% employer match about $117,203 at 4% or $78,136 at 6%; with 100% employer match about $87,903 at 4% or $58,602 at 6%.
Iesa 401K Profit-Sharing Plan-15$1,027,681$105,483$7,032iApproximate average salary by contribution assumption: employee only about $175,805 at 4% or $117,203 at 6%; with 50% employer match about $117,203 at 4% or $78,136 at 6%; with 100% employer match about $87,903 at 4% or $58,602 at 6%.
2006114$876,573$167,445$11,960iApproximate average salary by contribution assumption: employee only about $299,009 at 4% or $199,339 at 6%; with 50% employer match about $199,339 at 4% or $132,893 at 6%; with 100% employer match about $149,504 at 4% or $99,670 at 6%.
Iesa 401K Profit-Sharing Plan-14$876,573$167,445$11,960iApproximate average salary by contribution assumption: employee only about $299,009 at 4% or $199,339 at 6%; with 50% employer match about $199,339 at 4% or $132,893 at 6%; with 100% employer match about $149,504 at 4% or $99,670 at 6%.
2005113$627,922$240,648$18,511iApproximate average salary by contribution assumption: employee only about $462,785 at 4% or $308,523 at 6%; with 50% employer match about $308,523 at 4% or $205,682 at 6%; with 100% employer match about $231,392 at 4% or $154,262 at 6%.
Iesa 401K Profit-Sharing Plan-13$627,922$240,648$18,511iApproximate average salary by contribution assumption: employee only about $462,785 at 4% or $308,523 at 6%; with 50% employer match about $308,523 at 4% or $205,682 at 6%; with 100% employer match about $231,392 at 4% or $154,262 at 6%.
2004113$348,862$75,855$5,835iApproximate average salary by contribution assumption: employee only about $145,875 at 4% or $97,250 at 6%; with 50% employer match about $97,250 at 4% or $64,833 at 6%; with 100% employer match about $72,938 at 4% or $48,625 at 6%.
Iesa 401K Profit-Sharing Plan-13$348,862$75,855$5,835iApproximate average salary by contribution assumption: employee only about $145,875 at 4% or $97,250 at 6%; with 50% employer match about $97,250 at 4% or $64,833 at 6%; with 100% employer match about $72,938 at 4% or $48,625 at 6%.
200319$236,223$103,849$11,539iApproximate average salary by contribution assumption: employee only about $288,469 at 4% or $192,313 at 6%; with 50% employer match about $192,313 at 4% or $128,209 at 6%; with 100% employer match about $144,235 at 4% or $96,156 at 6%.
Iesa 401K Profit-Sharing Plan-9$236,223$103,849$11,539iApproximate average salary by contribution assumption: employee only about $288,469 at 4% or $192,313 at 6%; with 50% employer match about $192,313 at 4% or $128,209 at 6%; with 100% employer match about $144,235 at 4% or $96,156 at 6%.
200219$98,106$103,412$11,490iApproximate average salary by contribution assumption: employee only about $287,256 at 4% or $191,504 at 6%; with 50% employer match about $191,504 at 4% or $127,669 at 6%; with 100% employer match about $143,628 at 4% or $95,752 at 6%.
Iesa 401K Profit-Sharing Plan-9$98,106$103,412$11,490iApproximate average salary by contribution assumption: employee only about $287,256 at 4% or $191,504 at 6%; with 50% employer match about $191,504 at 4% or $127,669 at 6%; with 100% employer match about $143,628 at 4% or $95,752 at 6%.