Civic Intelligence

Shaw & Peterson Insurance Inc.

Plan context: Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust

EIN 94-1638966 • Eureka, CA • 25 filings • 2 plans

P. O. Box 103Eureka, CA 95502
Current Snapshot

Latest Year

2023

2023 Participants

23

2023 Assets

$1,709,480

2023 Contributions

$96,138

Historical Graphs

Total Assets Over Time

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

$2,486,315$1,243,158$0199920132023YearValue
$1,709,480Latest year 2023

Participants Over Time

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

58290199920112023YearValue
23Latest year 2023

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
2023123$1,709,480$96,138$4,180iApproximate average salary by contribution assumption: employee only about $104,498 at 4% or $69,665 at 6%; with 50% employer match about $69,665 at 4% or $46,443 at 6%; with 100% employer match about $52,249 at 4% or $34,833 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-23$1,709,480$96,138$4,180iApproximate average salary by contribution assumption: employee only about $104,498 at 4% or $69,665 at 6%; with 50% employer match about $69,665 at 4% or $46,443 at 6%; with 100% employer match about $52,249 at 4% or $34,833 at 6%.
2022124$1,507,106$83,518$3,480iApproximate average salary by contribution assumption: employee only about $86,998 at 4% or $57,999 at 6%; with 50% employer match about $57,999 at 4% or $38,666 at 6%; with 100% employer match about $43,499 at 4% or $28,999 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-24$1,507,106$83,518$3,480iApproximate average salary by contribution assumption: employee only about $86,998 at 4% or $57,999 at 6%; with 50% employer match about $57,999 at 4% or $38,666 at 6%; with 100% employer match about $43,499 at 4% or $28,999 at 6%.
2021125$1,617,092$92,349$3,694iApproximate average salary by contribution assumption: employee only about $92,349 at 4% or $61,566 at 6%; with 50% employer match about $61,566 at 4% or $41,044 at 6%; with 100% employer match about $46,175 at 4% or $30,783 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-25$1,617,092$92,349$3,694iApproximate average salary by contribution assumption: employee only about $92,349 at 4% or $61,566 at 6%; with 50% employer match about $61,566 at 4% or $41,044 at 6%; with 100% employer match about $46,175 at 4% or $30,783 at 6%.
2020125$1,411,125$98,946$3,958iApproximate average salary by contribution assumption: employee only about $98,946 at 4% or $65,964 at 6%; with 50% employer match about $65,964 at 4% or $43,976 at 6%; with 100% employer match about $49,473 at 4% or $32,982 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-25$1,411,125$98,946$3,958iApproximate average salary by contribution assumption: employee only about $98,946 at 4% or $65,964 at 6%; with 50% employer match about $65,964 at 4% or $43,976 at 6%; with 100% employer match about $49,473 at 4% or $32,982 at 6%.
2019131$1,437,888$165,561$5,341iApproximate average salary by contribution assumption: employee only about $133,517 at 4% or $89,011 at 6%; with 50% employer match about $89,011 at 4% or $59,341 at 6%; with 100% employer match about $66,758 at 4% or $44,506 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-31$1,437,888$165,561$5,341iApproximate average salary by contribution assumption: employee only about $133,517 at 4% or $89,011 at 6%; with 50% employer match about $89,011 at 4% or $59,341 at 6%; with 100% employer match about $66,758 at 4% or $44,506 at 6%.
2018158$2,486,315$285,336$4,920iApproximate average salary by contribution assumption: employee only about $122,990 at 4% or $81,993 at 6%; with 50% employer match about $81,993 at 4% or $54,662 at 6%; with 100% employer match about $61,495 at 4% or $40,997 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-58$2,486,315$285,336$4,920iApproximate average salary by contribution assumption: employee only about $122,990 at 4% or $81,993 at 6%; with 50% employer match about $81,993 at 4% or $54,662 at 6%; with 100% employer match about $61,495 at 4% or $40,997 at 6%.
2017158$2,381,597$285,227$4,918iApproximate average salary by contribution assumption: employee only about $122,943 at 4% or $81,962 at 6%; with 50% employer match about $81,962 at 4% or $54,641 at 6%; with 100% employer match about $61,471 at 4% or $40,981 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-58$2,381,597$285,227$4,918iApproximate average salary by contribution assumption: employee only about $122,943 at 4% or $81,962 at 6%; with 50% employer match about $81,962 at 4% or $54,641 at 6%; with 100% employer match about $61,471 at 4% or $40,981 at 6%.
2016155$2,276,851$281,576$5,120iApproximate average salary by contribution assumption: employee only about $127,989 at 4% or $85,326 at 6%; with 50% employer match about $85,326 at 4% or $56,884 at 6%; with 100% employer match about $63,995 at 4% or $42,663 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-55$2,276,851$281,576$5,120iApproximate average salary by contribution assumption: employee only about $127,989 at 4% or $85,326 at 6%; with 50% employer match about $85,326 at 4% or $56,884 at 6%; with 100% employer match about $63,995 at 4% or $42,663 at 6%.
2015151$1,986,482$355,842$6,977iApproximate average salary by contribution assumption: employee only about $174,432 at 4% or $116,288 at 6%; with 50% employer match about $116,288 at 4% or $77,525 at 6%; with 100% employer match about $87,216 at 4% or $58,144 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-51$1,986,482$355,842$6,977iApproximate average salary by contribution assumption: employee only about $174,432 at 4% or $116,288 at 6%; with 50% employer match about $116,288 at 4% or $77,525 at 6%; with 100% employer match about $87,216 at 4% or $58,144 at 6%.
2014146$1,746,360$241,796$5,256iApproximate average salary by contribution assumption: employee only about $131,411 at 4% or $87,607 at 6%; with 50% employer match about $87,607 at 4% or $58,405 at 6%; with 100% employer match about $65,705 at 4% or $43,804 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-46$1,746,360$241,796$5,256iApproximate average salary by contribution assumption: employee only about $131,411 at 4% or $87,607 at 6%; with 50% employer match about $87,607 at 4% or $58,405 at 6%; with 100% employer match about $65,705 at 4% or $43,804 at 6%.
2013145$1,534,045$191,399$4,253iApproximate average salary by contribution assumption: employee only about $106,333 at 4% or $70,889 at 6%; with 50% employer match about $70,889 at 4% or $47,259 at 6%; with 100% employer match about $53,166 at 4% or $35,444 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-45$1,534,045$191,399$4,253iApproximate average salary by contribution assumption: employee only about $106,333 at 4% or $70,889 at 6%; with 50% employer match about $70,889 at 4% or $47,259 at 6%; with 100% employer match about $53,166 at 4% or $35,444 at 6%.
2012146$1,469,837$208,124$4,524iApproximate average salary by contribution assumption: employee only about $113,111 at 4% or $75,407 at 6%; with 50% employer match about $75,407 at 4% or $50,271 at 6%; with 100% employer match about $56,555 at 4% or $37,704 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-46$1,469,837$208,124$4,524iApproximate average salary by contribution assumption: employee only about $113,111 at 4% or $75,407 at 6%; with 50% employer match about $75,407 at 4% or $50,271 at 6%; with 100% employer match about $56,555 at 4% or $37,704 at 6%.
2011149$1,282,849$116,346$2,374iApproximate average salary by contribution assumption: employee only about $59,360 at 4% or $39,573 at 6%; with 50% employer match about $39,573 at 4% or $26,382 at 6%; with 100% employer match about $29,680 at 4% or $19,787 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-49$1,282,849$116,346$2,374iApproximate average salary by contribution assumption: employee only about $59,360 at 4% or $39,573 at 6%; with 50% employer match about $39,573 at 4% or $26,382 at 6%; with 100% employer match about $29,680 at 4% or $19,787 at 6%.
2010144$1,369,736$85,848$1,951iApproximate average salary by contribution assumption: employee only about $48,777 at 4% or $32,518 at 6%; with 50% employer match about $32,518 at 4% or $21,679 at 6%; with 100% employer match about $24,389 at 4% or $16,259 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-44$1,369,736$85,848$1,951iApproximate average salary by contribution assumption: employee only about $48,777 at 4% or $32,518 at 6%; with 50% employer match about $32,518 at 4% or $21,679 at 6%; with 100% employer match about $24,389 at 4% or $16,259 at 6%.
2009142$1,285,163$192,368$4,580iApproximate average salary by contribution assumption: employee only about $114,505 at 4% or $76,337 at 6%; with 50% employer match about $76,337 at 4% or $50,891 at 6%; with 100% employer match about $57,252 at 4% or $38,168 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-42$1,285,163$192,368$4,580iApproximate average salary by contribution assumption: employee only about $114,505 at 4% or $76,337 at 6%; with 50% employer match about $76,337 at 4% or $50,891 at 6%; with 100% employer match about $57,252 at 4% or $38,168 at 6%.
2008147$928,375$232,690$4,951iApproximate average salary by contribution assumption: employee only about $123,771 at 4% or $82,514 at 6%; with 50% employer match about $82,514 at 4% or $55,009 at 6%; with 100% employer match about $61,886 at 4% or $41,257 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-47$928,375$232,690$4,951iApproximate average salary by contribution assumption: employee only about $123,771 at 4% or $82,514 at 6%; with 50% employer match about $82,514 at 4% or $55,009 at 6%; with 100% employer match about $61,886 at 4% or $41,257 at 6%.
2007148$0$0-
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-48---
2006151$971,022$205,061$4,021iApproximate average salary by contribution assumption: employee only about $100,520 at 4% or $67,013 at 6%; with 50% employer match about $67,013 at 4% or $44,676 at 6%; with 100% employer match about $50,260 at 4% or $33,507 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-51$971,022$205,061$4,021iApproximate average salary by contribution assumption: employee only about $100,520 at 4% or $67,013 at 6%; with 50% employer match about $67,013 at 4% or $44,676 at 6%; with 100% employer match about $50,260 at 4% or $33,507 at 6%.
2005158$750,172$166,719$2,874iApproximate average salary by contribution assumption: employee only about $71,862 at 4% or $47,908 at 6%; with 50% employer match about $47,908 at 4% or $31,939 at 6%; with 100% employer match about $35,931 at 4% or $23,954 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-58$750,172$166,719$2,874iApproximate average salary by contribution assumption: employee only about $71,862 at 4% or $47,908 at 6%; with 50% employer match about $47,908 at 4% or $31,939 at 6%; with 100% employer match about $35,931 at 4% or $23,954 at 6%.
2004157$565,841$135,525$2,378iApproximate average salary by contribution assumption: employee only about $59,441 at 4% or $39,627 at 6%; with 50% employer match about $39,627 at 4% or $26,418 at 6%; with 100% employer match about $29,720 at 4% or $19,814 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-57$565,841$135,525$2,378iApproximate average salary by contribution assumption: employee only about $59,441 at 4% or $39,627 at 6%; with 50% employer match about $39,627 at 4% or $26,418 at 6%; with 100% employer match about $29,720 at 4% or $19,814 at 6%.
2003152$405,337$75,457$1,451iApproximate average salary by contribution assumption: employee only about $36,277 at 4% or $24,185 at 6%; with 50% employer match about $24,185 at 4% or $16,123 at 6%; with 100% employer match about $18,139 at 4% or $12,092 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-52$405,337$75,457$1,451iApproximate average salary by contribution assumption: employee only about $36,277 at 4% or $24,185 at 6%; with 50% employer match about $24,185 at 4% or $16,123 at 6%; with 100% employer match about $18,139 at 4% or $12,092 at 6%.
2002146$0$0-
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-46---
2001147$0$0-
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-47---
2000141$249,788$79,997$1,951iApproximate average salary by contribution assumption: employee only about $48,779 at 4% or $32,519 at 6%; with 50% employer match about $32,519 at 4% or $21,679 at 6%; with 100% employer match about $24,389 at 4% or $16,260 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-41$249,788$79,997$1,951iApproximate average salary by contribution assumption: employee only about $48,779 at 4% or $32,519 at 6%; with 50% employer match about $32,519 at 4% or $21,679 at 6%; with 100% employer match about $24,389 at 4% or $16,260 at 6%.
1999147$291,447$75,298$1,602iApproximate average salary by contribution assumption: employee only about $40,052 at 4% or $26,701 at 6%; with 50% employer match about $26,701 at 4% or $17,801 at 6%; with 100% employer match about $20,026 at 4% or $13,351 at 6%.
Shaw & Peterson Insurance Inc. 401K Profit Sharing Plan & Trust-47$291,447$75,298$1,602iApproximate average salary by contribution assumption: employee only about $40,052 at 4% or $26,701 at 6%; with 50% employer match about $26,701 at 4% or $17,801 at 6%; with 100% employer match about $20,026 at 4% or $13,351 at 6%.