Civic Intelligence

San Ramon Insurance Agency

Plan context: Sria Retirement Plan

EIN 94-2910332 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

4

2004 Assets

$347,978

2004 Contributions

$61,540

Historical Graphs

Total Assets Over Time

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

$347,978$173,989$0199920012003YearValue
$347,978Latest year 2003

Participants Over Time

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

420199920012003YearValue
4Latest year 2003

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
200410$0$0-
Sria Retirement Plan-0---
200314$347,978$61,540$15,385iApproximate average salary by contribution assumption: employee only about $384,625 at 4% or $256,417 at 6%; with 50% employer match about $256,417 at 4% or $170,944 at 6%; with 100% employer match about $192,313 at 4% or $128,208 at 6%.
Sria Retirement Plan-4$347,978$61,540$15,385iApproximate average salary by contribution assumption: employee only about $384,625 at 4% or $256,417 at 6%; with 50% employer match about $256,417 at 4% or $170,944 at 6%; with 100% employer match about $192,313 at 4% or $128,208 at 6%.
200213$191,828$54,221$18,074iApproximate average salary by contribution assumption: employee only about $451,842 at 4% or $301,228 at 6%; with 50% employer match about $301,228 at 4% or $200,819 at 6%; with 100% employer match about $225,921 at 4% or $150,614 at 6%.
Sria Retirement Plan-3$191,828$54,221$18,074iApproximate average salary by contribution assumption: employee only about $451,842 at 4% or $301,228 at 6%; with 50% employer match about $301,228 at 4% or $200,819 at 6%; with 100% employer match about $225,921 at 4% or $150,614 at 6%.
200113$198,465$48,901$16,300iApproximate average salary by contribution assumption: employee only about $407,508 at 4% or $271,672 at 6%; with 50% employer match about $271,672 at 4% or $181,115 at 6%; with 100% employer match about $203,754 at 4% or $135,836 at 6%.
Sria Retirement Plan-3$198,465$48,901$16,300iApproximate average salary by contribution assumption: employee only about $407,508 at 4% or $271,672 at 6%; with 50% employer match about $271,672 at 4% or $181,115 at 6%; with 100% employer match about $203,754 at 4% or $135,836 at 6%.
200013$153,173$43,551$14,517iApproximate average salary by contribution assumption: employee only about $362,925 at 4% or $241,950 at 6%; with 50% employer match about $241,950 at 4% or $161,300 at 6%; with 100% employer match about $181,463 at 4% or $120,975 at 6%.
Sria Retirement Plan-3$153,173$43,551$14,517iApproximate average salary by contribution assumption: employee only about $362,925 at 4% or $241,950 at 6%; with 50% employer match about $241,950 at 4% or $161,300 at 6%; with 100% employer match about $181,463 at 4% or $120,975 at 6%.
199913$121,762$41,502$13,834iApproximate average salary by contribution assumption: employee only about $345,850 at 4% or $230,567 at 6%; with 50% employer match about $230,567 at 4% or $153,711 at 6%; with 100% employer match about $172,925 at 4% or $115,283 at 6%.
Sria Retirement Plan-3$121,762$41,502$13,834iApproximate average salary by contribution assumption: employee only about $345,850 at 4% or $230,567 at 6%; with 50% employer match about $230,567 at 4% or $153,711 at 6%; with 100% employer match about $172,925 at 4% or $115,283 at 6%.