Civic Intelligence

Pleasanton Valley Insurance Brokers Inc.

Plan context: Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan

EIN 94-3169853 • Danville, CA • 25 filings • 5 plans

65 Oak Ct.Danville, CA 94526
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$6,910,708

2024 Contributions

$440,617

Historical Graphs

Total Assets Over Time

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

$6,910,708$3,455,354$0200020132024YearValue
$6,910,708Latest year 2024

Participants Over Time

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

1580200020122024YearValue
13Latest 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
2024113$6,910,708$440,617$33,894iApproximate average salary by contribution assumption: employee only about $847,340 at 4% or $564,894 at 6%; with 50% employer match about $564,894 at 4% or $376,596 at 6%; with 100% employer match about $423,670 at 4% or $282,447 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-13$6,910,708$440,617$33,894iApproximate average salary by contribution assumption: employee only about $847,340 at 4% or $564,894 at 6%; with 50% employer match about $564,894 at 4% or $376,596 at 6%; with 100% employer match about $423,670 at 4% or $282,447 at 6%.
2023113$5,739,924$419,087$32,237iApproximate average salary by contribution assumption: employee only about $805,937 at 4% or $537,291 at 6%; with 50% employer match about $537,291 at 4% or $358,194 at 6%; with 100% employer match about $402,968 at 4% or $268,646 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-13$5,739,924$419,087$32,237iApproximate average salary by contribution assumption: employee only about $805,937 at 4% or $537,291 at 6%; with 50% employer match about $537,291 at 4% or $358,194 at 6%; with 100% employer match about $402,968 at 4% or $268,646 at 6%.
2022114$4,578,859$394,827$28,202iApproximate average salary by contribution assumption: employee only about $705,048 at 4% or $470,032 at 6%; with 50% employer match about $470,032 at 4% or $313,355 at 6%; with 100% employer match about $352,524 at 4% or $235,016 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-14$4,578,859$394,827$28,202iApproximate average salary by contribution assumption: employee only about $705,048 at 4% or $470,032 at 6%; with 50% employer match about $470,032 at 4% or $313,355 at 6%; with 100% employer match about $352,524 at 4% or $235,016 at 6%.
2021113$4,976,475$384,286$29,560iApproximate average salary by contribution assumption: employee only about $739,012 at 4% or $492,674 at 6%; with 50% employer match about $492,674 at 4% or $328,450 at 6%; with 100% employer match about $369,506 at 4% or $246,337 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-13$4,976,475$384,286$29,560iApproximate average salary by contribution assumption: employee only about $739,012 at 4% or $492,674 at 6%; with 50% employer match about $492,674 at 4% or $328,450 at 6%; with 100% employer match about $369,506 at 4% or $246,337 at 6%.
2020114$4,339,369$428,215$30,587iApproximate average salary by contribution assumption: employee only about $764,670 at 4% or $509,780 at 6%; with 50% employer match about $509,780 at 4% or $339,853 at 6%; with 100% employer match about $382,335 at 4% or $254,890 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-14$4,339,369$428,215$30,587iApproximate average salary by contribution assumption: employee only about $764,670 at 4% or $509,780 at 6%; with 50% employer match about $509,780 at 4% or $339,853 at 6%; with 100% employer match about $382,335 at 4% or $254,890 at 6%.
2019115$3,370,230$365,481$24,365iApproximate average salary by contribution assumption: employee only about $609,135 at 4% or $406,090 at 6%; with 50% employer match about $406,090 at 4% or $270,727 at 6%; with 100% employer match about $304,568 at 4% or $203,045 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-15$3,370,230$365,481$24,365iApproximate average salary by contribution assumption: employee only about $609,135 at 4% or $406,090 at 6%; with 50% employer match about $406,090 at 4% or $270,727 at 6%; with 100% employer match about $304,568 at 4% or $203,045 at 6%.
2018114$2,531,934$331,424$23,673iApproximate average salary by contribution assumption: employee only about $591,829 at 4% or $394,552 at 6%; with 50% employer match about $394,552 at 4% or $263,035 at 6%; with 100% employer match about $295,914 at 4% or $197,276 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-14$2,531,934$331,424$23,673iApproximate average salary by contribution assumption: employee only about $591,829 at 4% or $394,552 at 6%; with 50% employer match about $394,552 at 4% or $263,035 at 6%; with 100% employer match about $295,914 at 4% or $197,276 at 6%.
2017113$2,339,527$297,208$22,862iApproximate average salary by contribution assumption: employee only about $571,554 at 4% or $381,036 at 6%; with 50% employer match about $381,036 at 4% or $254,024 at 6%; with 100% employer match about $285,777 at 4% or $190,518 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-13$2,339,527$297,208$22,862iApproximate average salary by contribution assumption: employee only about $571,554 at 4% or $381,036 at 6%; with 50% employer match about $381,036 at 4% or $254,024 at 6%; with 100% employer match about $285,777 at 4% or $190,518 at 6%.
2016112$1,794,782$339,062$28,255iApproximate average salary by contribution assumption: employee only about $706,379 at 4% or $470,919 at 6%; with 50% employer match about $470,919 at 4% or $313,946 at 6%; with 100% employer match about $353,190 at 4% or $235,460 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-12$1,794,782$339,062$28,255iApproximate average salary by contribution assumption: employee only about $706,379 at 4% or $470,919 at 6%; with 50% employer match about $470,919 at 4% or $313,946 at 6%; with 100% employer match about $353,190 at 4% or $235,460 at 6%.
2015111$1,377,822$224,807$20,437iApproximate average salary by contribution assumption: employee only about $510,925 at 4% or $340,617 at 6%; with 50% employer match about $340,617 at 4% or $227,078 at 6%; with 100% employer match about $255,463 at 4% or $170,308 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-11$1,377,822$224,807$20,437iApproximate average salary by contribution assumption: employee only about $510,925 at 4% or $340,617 at 6%; with 50% employer match about $340,617 at 4% or $227,078 at 6%; with 100% employer match about $255,463 at 4% or $170,308 at 6%.
201419$1,189,735$200,691$22,299iApproximate average salary by contribution assumption: employee only about $557,475 at 4% or $371,650 at 6%; with 50% employer match about $371,650 at 4% or $247,767 at 6%; with 100% employer match about $278,738 at 4% or $185,825 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-9$1,189,735$200,691$22,299iApproximate average salary by contribution assumption: employee only about $557,475 at 4% or $371,650 at 6%; with 50% employer match about $371,650 at 4% or $247,767 at 6%; with 100% employer match about $278,738 at 4% or $185,825 at 6%.
201317$979,777$155,986$22,284iApproximate average salary by contribution assumption: employee only about $557,093 at 4% or $371,395 at 6%; with 50% employer match about $371,395 at 4% or $247,597 at 6%; with 100% employer match about $278,546 at 4% or $185,698 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-7$979,777$155,986$22,284iApproximate average salary by contribution assumption: employee only about $557,093 at 4% or $371,395 at 6%; with 50% employer match about $371,395 at 4% or $247,597 at 6%; with 100% employer match about $278,546 at 4% or $185,698 at 6%.
201218$732,354$95,263$11,908iApproximate average salary by contribution assumption: employee only about $297,697 at 4% or $198,465 at 6%; with 50% employer match about $198,465 at 4% or $132,310 at 6%; with 100% employer match about $148,848 at 4% or $99,232 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-8$732,354$95,263$11,908iApproximate average salary by contribution assumption: employee only about $297,697 at 4% or $198,465 at 6%; with 50% employer match about $198,465 at 4% or $132,310 at 6%; with 100% employer match about $148,848 at 4% or $99,232 at 6%.
201118$572,344$51,044$6,381iApproximate average salary by contribution assumption: employee only about $159,513 at 4% or $106,342 at 6%; with 50% employer match about $106,342 at 4% or $70,894 at 6%; with 100% employer match about $79,756 at 4% or $53,171 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-8$572,344$51,044$6,381iApproximate average salary by contribution assumption: employee only about $159,513 at 4% or $106,342 at 6%; with 50% employer match about $106,342 at 4% or $70,894 at 6%; with 100% employer match about $79,756 at 4% or $53,171 at 6%.
201018$529,571$41,677$5,210iApproximate average salary by contribution assumption: employee only about $130,241 at 4% or $86,827 at 6%; with 50% employer match about $86,827 at 4% or $57,885 at 6%; with 100% employer match about $65,120 at 4% or $43,414 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-8$529,571$41,677$5,210iApproximate average salary by contribution assumption: employee only about $130,241 at 4% or $86,827 at 6%; with 50% employer match about $86,827 at 4% or $57,885 at 6%; with 100% employer match about $65,120 at 4% or $43,414 at 6%.
200918$428,347$43,694$5,462iApproximate average salary by contribution assumption: employee only about $136,544 at 4% or $91,029 at 6%; with 50% employer match about $91,029 at 4% or $60,686 at 6%; with 100% employer match about $68,272 at 4% or $45,515 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-8$428,347$43,694$5,462iApproximate average salary by contribution assumption: employee only about $136,544 at 4% or $91,029 at 6%; with 50% employer match about $91,029 at 4% or $60,686 at 6%; with 100% employer match about $68,272 at 4% or $45,515 at 6%.
200817$314,093$50,590$7,227iApproximate average salary by contribution assumption: employee only about $180,679 at 4% or $120,452 at 6%; with 50% employer match about $120,452 at 4% or $80,302 at 6%; with 100% employer match about $90,339 at 4% or $60,226 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-7$314,093$50,590$7,227iApproximate average salary by contribution assumption: employee only about $180,679 at 4% or $120,452 at 6%; with 50% employer match about $120,452 at 4% or $80,302 at 6%; with 100% employer match about $90,339 at 4% or $60,226 at 6%.
200717$0$0-
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-7---
200618$303,635$49,322$6,165iApproximate average salary by contribution assumption: employee only about $154,131 at 4% or $102,754 at 6%; with 50% employer match about $102,754 at 4% or $68,503 at 6%; with 100% employer match about $77,066 at 4% or $51,377 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-8$303,635$49,322$6,165iApproximate average salary by contribution assumption: employee only about $154,131 at 4% or $102,754 at 6%; with 50% employer match about $102,754 at 4% or $68,503 at 6%; with 100% employer match about $77,066 at 4% or $51,377 at 6%.
200517$231,283$48,235$6,891iApproximate average salary by contribution assumption: employee only about $172,268 at 4% or $114,845 at 6%; with 50% employer match about $114,845 at 4% or $76,563 at 6%; with 100% employer match about $86,134 at 4% or $57,423 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-7$231,283$48,235$6,891iApproximate average salary by contribution assumption: employee only about $172,268 at 4% or $114,845 at 6%; with 50% employer match about $114,845 at 4% or $76,563 at 6%; with 100% employer match about $86,134 at 4% or $57,423 at 6%.
200417$171,553$39,901$5,700iApproximate average salary by contribution assumption: employee only about $142,504 at 4% or $95,002 at 6%; with 50% employer match about $95,002 at 4% or $63,335 at 6%; with 100% employer match about $71,252 at 4% or $47,501 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-7$171,553$39,901$5,700iApproximate average salary by contribution assumption: employee only about $142,504 at 4% or $95,002 at 6%; with 50% employer match about $95,002 at 4% or $63,335 at 6%; with 100% employer match about $71,252 at 4% or $47,501 at 6%.
200316$120,845$37,969$6,328iApproximate average salary by contribution assumption: employee only about $158,204 at 4% or $105,469 at 6%; with 50% employer match about $105,469 at 4% or $70,313 at 6%; with 100% employer match about $79,102 at 4% or $52,735 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-6$120,845$37,969$6,328iApproximate average salary by contribution assumption: employee only about $158,204 at 4% or $105,469 at 6%; with 50% employer match about $105,469 at 4% or $70,313 at 6%; with 100% employer match about $79,102 at 4% or $52,735 at 6%.
200216$63,319$32,253$5,376iApproximate average salary by contribution assumption: employee only about $134,388 at 4% or $89,592 at 6%; with 50% employer match about $89,592 at 4% or $59,728 at 6%; with 100% employer match about $67,194 at 4% or $44,796 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-6$63,319$32,253$5,376iApproximate average salary by contribution assumption: employee only about $134,388 at 4% or $89,592 at 6%; with 50% employer match about $89,592 at 4% or $59,728 at 6%; with 100% employer match about $67,194 at 4% or $44,796 at 6%.
200117$41,456$34,487$4,927iApproximate average salary by contribution assumption: employee only about $123,168 at 4% or $82,112 at 6%; with 50% employer match about $82,112 at 4% or $54,741 at 6%; with 100% employer match about $61,584 at 4% or $41,056 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-7$41,456$34,487$4,927iApproximate average salary by contribution assumption: employee only about $123,168 at 4% or $82,112 at 6%; with 50% employer match about $82,112 at 4% or $54,741 at 6%; with 100% employer match about $61,584 at 4% or $41,056 at 6%.
200016$8,500$8,812$1,469iApproximate average salary by contribution assumption: employee only about $36,717 at 4% or $24,478 at 6%; with 50% employer match about $24,478 at 4% or $16,319 at 6%; with 100% employer match about $18,358 at 4% or $12,239 at 6%.
Pleasanton Valley Insurance Brokers Inc. 401(K) Profit Sharing Plan-6$8,500$8,812$1,469iApproximate average salary by contribution assumption: employee only about $36,717 at 4% or $24,478 at 6%; with 50% employer match about $24,478 at 4% or $16,319 at 6%; with 100% employer match about $18,358 at 4% or $12,239 at 6%.