Civic Intelligence

D/H Insurance Services Inc.

Plan context: DH INSURANCE SERVICES, INC. RETIREMENT TRUST

EIN 94-2758380 • Santa Clara, CA • 24 filings • 3 plans

2727 Walsh Avenue220Santa Clara, CA 95051
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$39,784

2024 Contributions

$4,188

Historical Graphs

Total Assets Over Time

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

$2,733,581$1,366,791$0199920102023YearValue
$39,784Latest year 2023

Participants Over Time

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

1260199920102023YearValue
3Latest 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
202410$0$4,188-
DH INSURANCE SERVICES, INC. RETIREMENT TRUST-0-$4,188-
202313$39,784$23,075$7,692iApproximate average salary by contribution assumption: employee only about $192,292 at 4% or $128,194 at 6%; with 50% employer match about $128,194 at 4% or $85,463 at 6%; with 100% employer match about $96,146 at 4% or $64,097 at 6%.
DH INSURANCE SERVICES, INC. RETIREMENT TRUST-3$39,784$23,075$7,692iApproximate average salary by contribution assumption: employee only about $192,292 at 4% or $128,194 at 6%; with 50% employer match about $128,194 at 4% or $85,463 at 6%; with 100% employer match about $96,146 at 4% or $64,097 at 6%.
202213$12,898$12,938$4,313iApproximate average salary by contribution assumption: employee only about $107,817 at 4% or $71,878 at 6%; with 50% employer match about $71,878 at 4% or $47,919 at 6%; with 100% employer match about $53,908 at 4% or $35,939 at 6%.
DH INSURANCE SERVICES, INC. RETIREMENT TRUST-3$12,898$12,938$4,313iApproximate average salary by contribution assumption: employee only about $107,817 at 4% or $71,878 at 6%; with 50% employer match about $71,878 at 4% or $47,919 at 6%; with 100% employer match about $53,908 at 4% or $35,939 at 6%.
201910$0$0-
D/H Insurance Services Inc. 401 K Profit Sharing Plan-0$0$0-
201818$2,554,368$83,806$10,476iApproximate average salary by contribution assumption: employee only about $261,894 at 4% or $174,596 at 6%; with 50% employer match about $174,596 at 4% or $116,397 at 6%; with 100% employer match about $130,947 at 4% or $87,298 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-8$2,554,368$83,806$10,476iApproximate average salary by contribution assumption: employee only about $261,894 at 4% or $174,596 at 6%; with 50% employer match about $174,596 at 4% or $116,397 at 6%; with 100% employer match about $130,947 at 4% or $87,298 at 6%.
201718$2,733,581$73,286$9,161iApproximate average salary by contribution assumption: employee only about $229,019 at 4% or $152,679 at 6%; with 50% employer match about $152,679 at 4% or $101,786 at 6%; with 100% employer match about $114,509 at 4% or $76,340 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-8$2,733,581$73,286$9,161iApproximate average salary by contribution assumption: employee only about $229,019 at 4% or $152,679 at 6%; with 50% employer match about $152,679 at 4% or $101,786 at 6%; with 100% employer match about $114,509 at 4% or $76,340 at 6%.
201618$2,227,078$85,286$10,661iApproximate average salary by contribution assumption: employee only about $266,519 at 4% or $177,679 at 6%; with 50% employer match about $177,679 at 4% or $118,453 at 6%; with 100% employer match about $133,259 at 4% or $88,840 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-8$2,227,078$85,286$10,661iApproximate average salary by contribution assumption: employee only about $266,519 at 4% or $177,679 at 6%; with 50% employer match about $177,679 at 4% or $118,453 at 6%; with 100% employer match about $133,259 at 4% or $88,840 at 6%.
201518$1,974,602$88,886$11,111iApproximate average salary by contribution assumption: employee only about $277,769 at 4% or $185,179 at 6%; with 50% employer match about $185,179 at 4% or $123,453 at 6%; with 100% employer match about $138,884 at 4% or $92,590 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-8$1,974,602$88,886$11,111iApproximate average salary by contribution assumption: employee only about $277,769 at 4% or $185,179 at 6%; with 50% employer match about $185,179 at 4% or $123,453 at 6%; with 100% employer match about $138,884 at 4% or $92,590 at 6%.
201419$2,426,213$86,466$9,607iApproximate average salary by contribution assumption: employee only about $240,183 at 4% or $160,122 at 6%; with 50% employer match about $160,122 at 4% or $106,748 at 6%; with 100% employer match about $120,092 at 4% or $80,061 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-9$2,426,213$86,466$9,607iApproximate average salary by contribution assumption: employee only about $240,183 at 4% or $160,122 at 6%; with 50% employer match about $160,122 at 4% or $106,748 at 6%; with 100% employer match about $120,092 at 4% or $80,061 at 6%.
201319$2,201,521$79,456$8,828iApproximate average salary by contribution assumption: employee only about $220,711 at 4% or $147,141 at 6%; with 50% employer match about $147,141 at 4% or $98,094 at 6%; with 100% employer match about $110,356 at 4% or $73,570 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-9$2,201,521$79,456$8,828iApproximate average salary by contribution assumption: employee only about $220,711 at 4% or $147,141 at 6%; with 50% employer match about $147,141 at 4% or $98,094 at 6%; with 100% employer match about $110,356 at 4% or $73,570 at 6%.
201219$1,705,916$79,673$8,853iApproximate average salary by contribution assumption: employee only about $221,314 at 4% or $147,543 at 6%; with 50% employer match about $147,543 at 4% or $98,362 at 6%; with 100% employer match about $110,657 at 4% or $73,771 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-9$1,705,916$79,673$8,853iApproximate average salary by contribution assumption: employee only about $221,314 at 4% or $147,543 at 6%; with 50% employer match about $147,543 at 4% or $98,362 at 6%; with 100% employer match about $110,657 at 4% or $73,771 at 6%.
201119$1,427,813$97,240$10,804iApproximate average salary by contribution assumption: employee only about $270,111 at 4% or $180,074 at 6%; with 50% employer match about $180,074 at 4% or $120,049 at 6%; with 100% employer match about $135,056 at 4% or $90,037 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-9$1,427,813$97,240$10,804iApproximate average salary by contribution assumption: employee only about $270,111 at 4% or $180,074 at 6%; with 50% employer match about $180,074 at 4% or $120,049 at 6%; with 100% employer match about $135,056 at 4% or $90,037 at 6%.
201019$1,368,935$80,894$8,988iApproximate average salary by contribution assumption: employee only about $224,706 at 4% or $149,804 at 6%; with 50% employer match about $149,804 at 4% or $99,869 at 6%; with 100% employer match about $112,353 at 4% or $74,902 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-9$1,368,935$80,894$8,988iApproximate average salary by contribution assumption: employee only about $224,706 at 4% or $149,804 at 6%; with 50% employer match about $149,804 at 4% or $99,869 at 6%; with 100% employer match about $112,353 at 4% or $74,902 at 6%.
200919$1,091,921$88,029$9,781iApproximate average salary by contribution assumption: employee only about $244,525 at 4% or $163,017 at 6%; with 50% employer match about $163,017 at 4% or $108,678 at 6%; with 100% employer match about $122,263 at 4% or $81,508 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-9$1,091,921$88,029$9,781iApproximate average salary by contribution assumption: employee only about $244,525 at 4% or $163,017 at 6%; with 50% employer match about $163,017 at 4% or $108,678 at 6%; with 100% employer match about $122,263 at 4% or $81,508 at 6%.
200819$805,461$80,548$8,950iApproximate average salary by contribution assumption: employee only about $223,744 at 4% or $149,163 at 6%; with 50% employer match about $149,163 at 4% or $99,442 at 6%; with 100% employer match about $111,872 at 4% or $74,581 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-9$805,461$80,548$8,950iApproximate average salary by contribution assumption: employee only about $223,744 at 4% or $149,163 at 6%; with 50% employer match about $149,163 at 4% or $99,442 at 6%; with 100% employer match about $111,872 at 4% or $74,581 at 6%.
200719$1,143,171$81,358$9,040iApproximate average salary by contribution assumption: employee only about $225,994 at 4% or $150,663 at 6%; with 50% employer match about $150,663 at 4% or $100,442 at 6%; with 100% employer match about $112,997 at 4% or $75,331 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-9$1,143,171$81,358$9,040iApproximate average salary by contribution assumption: employee only about $225,994 at 4% or $150,663 at 6%; with 50% employer match about $150,663 at 4% or $100,442 at 6%; with 100% employer match about $112,997 at 4% or $75,331 at 6%.
2006111$1,424,733$77,044$7,004iApproximate average salary by contribution assumption: employee only about $175,100 at 4% or $116,733 at 6%; with 50% employer match about $116,733 at 4% or $77,822 at 6%; with 100% employer match about $87,550 at 4% or $58,367 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-11$1,424,733$77,044$7,004iApproximate average salary by contribution assumption: employee only about $175,100 at 4% or $116,733 at 6%; with 50% employer match about $116,733 at 4% or $77,822 at 6%; with 100% employer match about $87,550 at 4% or $58,367 at 6%.
2005110$1,173,318$63,298$6,330iApproximate average salary by contribution assumption: employee only about $158,245 at 4% or $105,497 at 6%; with 50% employer match about $105,497 at 4% or $70,331 at 6%; with 100% employer match about $79,123 at 4% or $52,748 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-10$1,173,318$63,298$6,330iApproximate average salary by contribution assumption: employee only about $158,245 at 4% or $105,497 at 6%; with 50% employer match about $105,497 at 4% or $70,331 at 6%; with 100% employer match about $79,123 at 4% or $52,748 at 6%.
2004111$1,005,887$74,534$6,776iApproximate average salary by contribution assumption: employee only about $169,395 at 4% or $112,930 at 6%; with 50% employer match about $112,930 at 4% or $75,287 at 6%; with 100% employer match about $84,698 at 4% or $56,465 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-11$1,005,887$74,534$6,776iApproximate average salary by contribution assumption: employee only about $169,395 at 4% or $112,930 at 6%; with 50% employer match about $112,930 at 4% or $75,287 at 6%; with 100% employer match about $84,698 at 4% or $56,465 at 6%.
2003111$822,721$73,993$6,727iApproximate average salary by contribution assumption: employee only about $168,166 at 4% or $112,111 at 6%; with 50% employer match about $112,111 at 4% or $74,740 at 6%; with 100% employer match about $84,083 at 4% or $56,055 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-11$822,721$73,993$6,727iApproximate average salary by contribution assumption: employee only about $168,166 at 4% or $112,111 at 6%; with 50% employer match about $112,111 at 4% or $74,740 at 6%; with 100% employer match about $84,083 at 4% or $56,055 at 6%.
2002110$611,421$112,766$11,277iApproximate average salary by contribution assumption: employee only about $281,915 at 4% or $187,943 at 6%; with 50% employer match about $187,943 at 4% or $125,296 at 6%; with 100% employer match about $140,958 at 4% or $93,972 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-10$611,421$112,766$11,277iApproximate average salary by contribution assumption: employee only about $281,915 at 4% or $187,943 at 6%; with 50% employer match about $187,943 at 4% or $125,296 at 6%; with 100% employer match about $140,958 at 4% or $93,972 at 6%.
2001111$618,249$113,307$10,301iApproximate average salary by contribution assumption: employee only about $257,516 at 4% or $171,677 at 6%; with 50% employer match about $171,677 at 4% or $114,452 at 6%; with 100% employer match about $128,758 at 4% or $85,839 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-11$618,249$113,307$10,301iApproximate average salary by contribution assumption: employee only about $257,516 at 4% or $171,677 at 6%; with 50% employer match about $171,677 at 4% or $114,452 at 6%; with 100% employer match about $128,758 at 4% or $85,839 at 6%.
2000112$594,094$102,308$8,526iApproximate average salary by contribution assumption: employee only about $213,142 at 4% or $142,094 at 6%; with 50% employer match about $142,094 at 4% or $94,730 at 6%; with 100% employer match about $106,571 at 4% or $71,047 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-12$594,094$102,308$8,526iApproximate average salary by contribution assumption: employee only about $213,142 at 4% or $142,094 at 6%; with 50% employer match about $142,094 at 4% or $94,730 at 6%; with 100% employer match about $106,571 at 4% or $71,047 at 6%.
1999112$582,926$83,084$6,924iApproximate average salary by contribution assumption: employee only about $173,092 at 4% or $115,394 at 6%; with 50% employer match about $115,394 at 4% or $76,930 at 6%; with 100% employer match about $86,546 at 4% or $57,697 at 6%.
D/H Insurance Services Inc. 401 K Profit Sharing Plan-12$582,926$83,084$6,924iApproximate average salary by contribution assumption: employee only about $173,092 at 4% or $115,394 at 6%; with 50% employer match about $115,394 at 4% or $76,930 at 6%; with 100% employer match about $86,546 at 4% or $57,697 at 6%.