Civic Intelligence

John E. Horstmann Financial and Insurance Services

Plan context: John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan

EIN 94-2623528 • Fresno, CA • 26 filings • 3 plans

205 E. River Park Circle, Suite 220Fresno, CA 93720
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,856,418

2024 Contributions

$13,924

Historical Graphs

Total Assets Over Time

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

$4,031,660$2,015,830$0199920122024YearValue
$2,856,418Latest year 2024

Participants Over Time

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

1050199920122024YearValue
7Latest 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
202417$2,856,418$13,924$1,989iApproximate average salary by contribution assumption: employee only about $49,729 at 4% or $33,152 at 6%; with 50% employer match about $33,152 at 4% or $22,102 at 6%; with 100% employer match about $24,864 at 4% or $16,576 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-7$2,856,418$13,924$1,989iApproximate average salary by contribution assumption: employee only about $49,729 at 4% or $33,152 at 6%; with 50% employer match about $33,152 at 4% or $22,102 at 6%; with 100% employer match about $24,864 at 4% or $16,576 at 6%.
202317$2,771,545$35,353$5,050iApproximate average salary by contribution assumption: employee only about $126,261 at 4% or $84,174 at 6%; with 50% employer match about $84,174 at 4% or $56,116 at 6%; with 100% employer match about $63,130 at 4% or $42,087 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-7$2,771,545$35,353$5,050iApproximate average salary by contribution assumption: employee only about $126,261 at 4% or $84,174 at 6%; with 50% employer match about $84,174 at 4% or $56,116 at 6%; with 100% employer match about $63,130 at 4% or $42,087 at 6%.
202218$2,491,556$560,362$70,045iApproximate average salary by contribution assumption: employee only about $1,751,131 at 4% or $1,167,421 at 6%; with 50% employer match about $1,167,421 at 4% or $778,281 at 6%; with 100% employer match about $875,566 at 4% or $583,710 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-8$2,491,556$560,362$70,045iApproximate average salary by contribution assumption: employee only about $1,751,131 at 4% or $1,167,421 at 6%; with 50% employer match about $1,167,421 at 4% or $778,281 at 6%; with 100% employer match about $875,566 at 4% or $583,710 at 6%.
202118$2,956,539$70,151$8,769iApproximate average salary by contribution assumption: employee only about $219,222 at 4% or $146,148 at 6%; with 50% employer match about $146,148 at 4% or $97,432 at 6%; with 100% employer match about $109,611 at 4% or $73,074 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-8$2,956,539$70,151$8,769iApproximate average salary by contribution assumption: employee only about $219,222 at 4% or $146,148 at 6%; with 50% employer match about $146,148 at 4% or $97,432 at 6%; with 100% employer match about $109,611 at 4% or $73,074 at 6%.
2020110$4,031,660$63,968$6,397iApproximate average salary by contribution assumption: employee only about $159,920 at 4% or $106,613 at 6%; with 50% employer match about $106,613 at 4% or $71,076 at 6%; with 100% employer match about $79,960 at 4% or $53,307 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-10$4,031,660$63,968$6,397iApproximate average salary by contribution assumption: employee only about $159,920 at 4% or $106,613 at 6%; with 50% employer match about $106,613 at 4% or $71,076 at 6%; with 100% employer match about $79,960 at 4% or $53,307 at 6%.
2019110$3,809,179$65,278$6,528iApproximate average salary by contribution assumption: employee only about $163,195 at 4% or $108,797 at 6%; with 50% employer match about $108,797 at 4% or $72,531 at 6%; with 100% employer match about $81,598 at 4% or $54,398 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-10$3,809,179$65,278$6,528iApproximate average salary by contribution assumption: employee only about $163,195 at 4% or $108,797 at 6%; with 50% employer match about $108,797 at 4% or $72,531 at 6%; with 100% employer match about $81,598 at 4% or $54,398 at 6%.
201817$3,489,493$58,801$8,400iApproximate average salary by contribution assumption: employee only about $210,004 at 4% or $140,002 at 6%; with 50% employer match about $140,002 at 4% or $93,335 at 6%; with 100% employer match about $105,002 at 4% or $70,001 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-7$3,489,493$58,801$8,400iApproximate average salary by contribution assumption: employee only about $210,004 at 4% or $140,002 at 6%; with 50% employer match about $140,002 at 4% or $93,335 at 6%; with 100% employer match about $105,002 at 4% or $70,001 at 6%.
201718$3,839,128$65,233$8,154iApproximate average salary by contribution assumption: employee only about $203,853 at 4% or $135,902 at 6%; with 50% employer match about $135,902 at 4% or $90,601 at 6%; with 100% employer match about $101,927 at 4% or $67,951 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-8$3,839,128$65,233$8,154iApproximate average salary by contribution assumption: employee only about $203,853 at 4% or $135,902 at 6%; with 50% employer match about $135,902 at 4% or $90,601 at 6%; with 100% employer match about $101,927 at 4% or $67,951 at 6%.
201617$3,112,422$57,029$8,147iApproximate average salary by contribution assumption: employee only about $203,675 at 4% or $135,783 at 6%; with 50% employer match about $135,783 at 4% or $90,522 at 6%; with 100% employer match about $101,838 at 4% or $67,892 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-7$3,112,422$57,029$8,147iApproximate average salary by contribution assumption: employee only about $203,675 at 4% or $135,783 at 6%; with 50% employer match about $135,783 at 4% or $90,522 at 6%; with 100% employer match about $101,838 at 4% or $67,892 at 6%.
201518$2,947,345$54,288$6,786iApproximate average salary by contribution assumption: employee only about $169,650 at 4% or $113,100 at 6%; with 50% employer match about $113,100 at 4% or $75,400 at 6%; with 100% employer match about $84,825 at 4% or $56,550 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-8$2,947,345$54,288$6,786iApproximate average salary by contribution assumption: employee only about $169,650 at 4% or $113,100 at 6%; with 50% employer match about $113,100 at 4% or $75,400 at 6%; with 100% employer match about $84,825 at 4% or $56,550 at 6%.
201418$2,958,133$54,029$6,754iApproximate average salary by contribution assumption: employee only about $168,841 at 4% or $112,560 at 6%; with 50% employer match about $112,560 at 4% or $75,040 at 6%; with 100% employer match about $84,420 at 4% or $56,280 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-8$2,958,133$54,029$6,754iApproximate average salary by contribution assumption: employee only about $168,841 at 4% or $112,560 at 6%; with 50% employer match about $112,560 at 4% or $75,040 at 6%; with 100% employer match about $84,420 at 4% or $56,280 at 6%.
201316$2,834,925$45,069$7,512iApproximate average salary by contribution assumption: employee only about $187,788 at 4% or $125,192 at 6%; with 50% employer match about $125,192 at 4% or $83,461 at 6%; with 100% employer match about $93,894 at 4% or $62,596 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-6$2,834,925$45,069$7,512iApproximate average salary by contribution assumption: employee only about $187,788 at 4% or $125,192 at 6%; with 50% employer match about $125,192 at 4% or $83,461 at 6%; with 100% employer match about $93,894 at 4% or $62,596 at 6%.
201216$2,449,910$45,812$7,635iApproximate average salary by contribution assumption: employee only about $190,883 at 4% or $127,256 at 6%; with 50% employer match about $127,256 at 4% or $84,837 at 6%; with 100% employer match about $95,442 at 4% or $63,628 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-6$2,449,910$45,812$7,635iApproximate average salary by contribution assumption: employee only about $190,883 at 4% or $127,256 at 6%; with 50% employer match about $127,256 at 4% or $84,837 at 6%; with 100% employer match about $95,442 at 4% or $63,628 at 6%.
201116$2,269,659$53,749$8,958iApproximate average salary by contribution assumption: employee only about $223,954 at 4% or $149,303 at 6%; with 50% employer match about $149,303 at 4% or $99,535 at 6%; with 100% employer match about $111,977 at 4% or $74,651 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-6$2,269,659$53,749$8,958iApproximate average salary by contribution assumption: employee only about $223,954 at 4% or $149,303 at 6%; with 50% employer match about $149,303 at 4% or $99,535 at 6%; with 100% employer match about $111,977 at 4% or $74,651 at 6%.
201016$2,274,819$48,901$8,150iApproximate average salary by contribution assumption: employee only about $203,754 at 4% or $135,836 at 6%; with 50% employer match about $135,836 at 4% or $90,557 at 6%; with 100% employer match about $101,877 at 4% or $67,918 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-6$2,274,819$48,901$8,150iApproximate average salary by contribution assumption: employee only about $203,754 at 4% or $135,836 at 6%; with 50% employer match about $135,836 at 4% or $90,557 at 6%; with 100% employer match about $101,877 at 4% or $67,918 at 6%.
200916$2,104,698$52,498$8,750iApproximate average salary by contribution assumption: employee only about $218,742 at 4% or $145,828 at 6%; with 50% employer match about $145,828 at 4% or $97,219 at 6%; with 100% employer match about $109,371 at 4% or $72,914 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-6$2,104,698$52,498$8,750iApproximate average salary by contribution assumption: employee only about $218,742 at 4% or $145,828 at 6%; with 50% employer match about $145,828 at 4% or $97,219 at 6%; with 100% employer match about $109,371 at 4% or $72,914 at 6%.
200816$1,943,968$60,795$10,133iApproximate average salary by contribution assumption: employee only about $253,313 at 4% or $168,875 at 6%; with 50% employer match about $168,875 at 4% or $112,583 at 6%; with 100% employer match about $126,656 at 4% or $84,438 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-6$1,943,968$60,795$10,133iApproximate average salary by contribution assumption: employee only about $253,313 at 4% or $168,875 at 6%; with 50% employer match about $168,875 at 4% or $112,583 at 6%; with 100% employer match about $126,656 at 4% or $84,438 at 6%.
200719$2,478,869$58,676$6,520iApproximate average salary by contribution assumption: employee only about $162,989 at 4% or $108,659 at 6%; with 50% employer match about $108,659 at 4% or $72,440 at 6%; with 100% employer match about $81,494 at 4% or $54,330 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-9$2,478,869$58,676$6,520iApproximate average salary by contribution assumption: employee only about $162,989 at 4% or $108,659 at 6%; with 50% employer match about $108,659 at 4% or $72,440 at 6%; with 100% employer match about $81,494 at 4% or $54,330 at 6%.
200619$2,507,710$52,913$5,879iApproximate average salary by contribution assumption: employee only about $146,981 at 4% or $97,987 at 6%; with 50% employer match about $97,987 at 4% or $65,325 at 6%; with 100% employer match about $73,490 at 4% or $48,994 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-9$2,507,710$52,913$5,879iApproximate average salary by contribution assumption: employee only about $146,981 at 4% or $97,987 at 6%; with 50% employer match about $97,987 at 4% or $65,325 at 6%; with 100% employer match about $73,490 at 4% or $48,994 at 6%.
200519$2,413,974$51,448$5,716iApproximate average salary by contribution assumption: employee only about $142,911 at 4% or $95,274 at 6%; with 50% employer match about $95,274 at 4% or $63,516 at 6%; with 100% employer match about $71,456 at 4% or $47,637 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-9$2,413,974$51,448$5,716iApproximate average salary by contribution assumption: employee only about $142,911 at 4% or $95,274 at 6%; with 50% employer match about $95,274 at 4% or $63,516 at 6%; with 100% employer match about $71,456 at 4% or $47,637 at 6%.
200418$2,263,391$39,164$4,896iApproximate average salary by contribution assumption: employee only about $122,388 at 4% or $81,592 at 6%; with 50% employer match about $81,592 at 4% or $54,394 at 6%; with 100% employer match about $61,194 at 4% or $40,796 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-8$2,263,391$39,164$4,896iApproximate average salary by contribution assumption: employee only about $122,388 at 4% or $81,592 at 6%; with 50% employer match about $81,592 at 4% or $54,394 at 6%; with 100% employer match about $61,194 at 4% or $40,796 at 6%.
200318$2,112,126$33,965$4,246iApproximate average salary by contribution assumption: employee only about $106,141 at 4% or $70,760 at 6%; with 50% employer match about $70,760 at 4% or $47,174 at 6%; with 100% employer match about $53,070 at 4% or $35,380 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-8$2,112,126$33,965$4,246iApproximate average salary by contribution assumption: employee only about $106,141 at 4% or $70,760 at 6%; with 50% employer match about $70,760 at 4% or $47,174 at 6%; with 100% employer match about $53,070 at 4% or $35,380 at 6%.
200219$1,791,726$32,909$3,657iApproximate average salary by contribution assumption: employee only about $91,414 at 4% or $60,943 at 6%; with 50% employer match about $60,943 at 4% or $40,628 at 6%; with 100% employer match about $45,707 at 4% or $30,471 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-9$1,791,726$32,909$3,657iApproximate average salary by contribution assumption: employee only about $91,414 at 4% or $60,943 at 6%; with 50% employer match about $60,943 at 4% or $40,628 at 6%; with 100% employer match about $45,707 at 4% or $30,471 at 6%.
200117$1,923,598$4,881$697iApproximate average salary by contribution assumption: employee only about $17,432 at 4% or $11,621 at 6%; with 50% employer match about $11,621 at 4% or $7,748 at 6%; with 100% employer match about $8,716 at 4% or $5,811 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-7$1,923,598$4,881$697iApproximate average salary by contribution assumption: employee only about $17,432 at 4% or $11,621 at 6%; with 50% employer match about $11,621 at 4% or $7,748 at 6%; with 100% employer match about $8,716 at 4% or $5,811 at 6%.
200017$0$0-
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-7---
199917$1,987,310$24,690$3,527iApproximate average salary by contribution assumption: employee only about $88,179 at 4% or $58,786 at 6%; with 50% employer match about $58,786 at 4% or $39,190 at 6%; with 100% employer match about $44,089 at 4% or $29,393 at 6%.
John E. Horstmann Financial and Insurance Services 401(K) Profit Sharing Plan-7$1,987,310$24,690$3,527iApproximate average salary by contribution assumption: employee only about $88,179 at 4% or $58,786 at 6%; with 50% employer match about $58,786 at 4% or $39,190 at 6%; with 100% employer match about $44,089 at 4% or $29,393 at 6%.