Civic Intelligence

Insurance Professionals Group Inc DBA

Plan context: Inspro Agents & Brokers Safe Harbor 401(K) Plan

EIN 94-3171094 • San Jose, CA • 24 filings • 2 plans

4020 Moorpark Avenue, Suite 104San Jose, CA 95117
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,675,264

2024 Contributions

$439

Historical Graphs

Total Assets Over Time

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

$2,034,768$1,017,384$0200220142024YearValue
$1,675,264Latest year 2024

Participants Over Time

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

1580200120132024YearValue
4Latest 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
202414$1,675,264$439$110iApproximate average salary by contribution assumption: employee only about $2,744 at 4% or $1,829 at 6%; with 50% employer match about $1,829 at 4% or $1,219 at 6%; with 100% employer match about $1,372 at 4% or $915 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-4$1,675,264$439$110iApproximate average salary by contribution assumption: employee only about $2,744 at 4% or $1,829 at 6%; with 50% employer match about $1,829 at 4% or $1,219 at 6%; with 100% employer match about $1,372 at 4% or $915 at 6%.
202316$2,034,768$87,327$14,555iApproximate average salary by contribution assumption: employee only about $363,863 at 4% or $242,575 at 6%; with 50% employer match about $242,575 at 4% or $161,717 at 6%; with 100% employer match about $181,931 at 4% or $121,288 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-6$2,034,768$87,327$14,555iApproximate average salary by contribution assumption: employee only about $363,863 at 4% or $242,575 at 6%; with 50% employer match about $242,575 at 4% or $161,717 at 6%; with 100% employer match about $181,931 at 4% or $121,288 at 6%.
202216$1,852,830$81,777$13,630iApproximate average salary by contribution assumption: employee only about $340,738 at 4% or $227,158 at 6%; with 50% employer match about $227,158 at 4% or $151,439 at 6%; with 100% employer match about $170,369 at 4% or $113,579 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-6$1,852,830$81,777$13,630iApproximate average salary by contribution assumption: employee only about $340,738 at 4% or $227,158 at 6%; with 50% employer match about $227,158 at 4% or $151,439 at 6%; with 100% employer match about $170,369 at 4% or $113,579 at 6%.
202116$2,027,373$79,610$13,268iApproximate average salary by contribution assumption: employee only about $331,708 at 4% or $221,139 at 6%; with 50% employer match about $221,139 at 4% or $147,426 at 6%; with 100% employer match about $165,854 at 4% or $110,569 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-6$2,027,373$79,610$13,268iApproximate average salary by contribution assumption: employee only about $331,708 at 4% or $221,139 at 6%; with 50% employer match about $221,139 at 4% or $147,426 at 6%; with 100% employer match about $165,854 at 4% or $110,569 at 6%.
202016$1,800,379$79,773$13,296iApproximate average salary by contribution assumption: employee only about $332,388 at 4% or $221,592 at 6%; with 50% employer match about $221,592 at 4% or $147,728 at 6%; with 100% employer match about $166,194 at 4% or $110,796 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-6$1,800,379$79,773$13,296iApproximate average salary by contribution assumption: employee only about $332,388 at 4% or $221,592 at 6%; with 50% employer match about $221,592 at 4% or $147,728 at 6%; with 100% employer match about $166,194 at 4% or $110,796 at 6%.
201916$1,472,621$77,432$12,905iApproximate average salary by contribution assumption: employee only about $322,633 at 4% or $215,089 at 6%; with 50% employer match about $215,089 at 4% or $143,393 at 6%; with 100% employer match about $161,317 at 4% or $107,544 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-6$1,472,621$77,432$12,905iApproximate average salary by contribution assumption: employee only about $322,633 at 4% or $215,089 at 6%; with 50% employer match about $215,089 at 4% or $143,393 at 6%; with 100% employer match about $161,317 at 4% or $107,544 at 6%.
201816$1,234,793$78,343$13,057iApproximate average salary by contribution assumption: employee only about $326,429 at 4% or $217,619 at 6%; with 50% employer match about $217,619 at 4% or $145,080 at 6%; with 100% employer match about $163,215 at 4% or $108,810 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-6$1,234,793$78,343$13,057iApproximate average salary by contribution assumption: employee only about $326,429 at 4% or $217,619 at 6%; with 50% employer match about $217,619 at 4% or $145,080 at 6%; with 100% employer match about $163,215 at 4% or $108,810 at 6%.
201716$1,193,668$75,928$12,655iApproximate average salary by contribution assumption: employee only about $316,367 at 4% or $210,911 at 6%; with 50% employer match about $210,911 at 4% or $140,607 at 6%; with 100% employer match about $158,183 at 4% or $105,456 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-6$1,193,668$75,928$12,655iApproximate average salary by contribution assumption: employee only about $316,367 at 4% or $210,911 at 6%; with 50% employer match about $210,911 at 4% or $140,607 at 6%; with 100% employer match about $158,183 at 4% or $105,456 at 6%.
201618$1,148,354$78,744$9,843iApproximate average salary by contribution assumption: employee only about $246,075 at 4% or $164,050 at 6%; with 50% employer match about $164,050 at 4% or $109,367 at 6%; with 100% employer match about $123,038 at 4% or $82,025 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-8$1,148,354$78,744$9,843iApproximate average salary by contribution assumption: employee only about $246,075 at 4% or $164,050 at 6%; with 50% employer match about $164,050 at 4% or $109,367 at 6%; with 100% employer match about $123,038 at 4% or $82,025 at 6%.
201518$1,039,974$77,129$9,641iApproximate average salary by contribution assumption: employee only about $241,028 at 4% or $160,685 at 6%; with 50% employer match about $160,685 at 4% or $107,124 at 6%; with 100% employer match about $120,514 at 4% or $80,343 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-8$1,039,974$77,129$9,641iApproximate average salary by contribution assumption: employee only about $241,028 at 4% or $160,685 at 6%; with 50% employer match about $160,685 at 4% or $107,124 at 6%; with 100% employer match about $120,514 at 4% or $80,343 at 6%.
201419$987,660$68,968$7,663iApproximate average salary by contribution assumption: employee only about $191,578 at 4% or $127,719 at 6%; with 50% employer match about $127,719 at 4% or $85,146 at 6%; with 100% employer match about $95,789 at 4% or $63,859 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-9$987,660$68,968$7,663iApproximate average salary by contribution assumption: employee only about $191,578 at 4% or $127,719 at 6%; with 50% employer match about $127,719 at 4% or $85,146 at 6%; with 100% employer match about $95,789 at 4% or $63,859 at 6%.
201318$886,538$61,954$7,744iApproximate average salary by contribution assumption: employee only about $193,606 at 4% or $129,071 at 6%; with 50% employer match about $129,071 at 4% or $86,047 at 6%; with 100% employer match about $96,803 at 4% or $64,535 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-8$886,538$61,954$7,744iApproximate average salary by contribution assumption: employee only about $193,606 at 4% or $129,071 at 6%; with 50% employer match about $129,071 at 4% or $86,047 at 6%; with 100% employer match about $96,803 at 4% or $64,535 at 6%.
201219$738,381$59,219$6,580iApproximate average salary by contribution assumption: employee only about $164,497 at 4% or $109,665 at 6%; with 50% employer match about $109,665 at 4% or $73,110 at 6%; with 100% employer match about $82,249 at 4% or $54,832 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-9$738,381$59,219$6,580iApproximate average salary by contribution assumption: employee only about $164,497 at 4% or $109,665 at 6%; with 50% employer match about $109,665 at 4% or $73,110 at 6%; with 100% employer match about $82,249 at 4% or $54,832 at 6%.
201119$658,757$57,799$6,422iApproximate average salary by contribution assumption: employee only about $160,553 at 4% or $107,035 at 6%; with 50% employer match about $107,035 at 4% or $71,357 at 6%; with 100% employer match about $80,276 at 4% or $53,518 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-9$658,757$57,799$6,422iApproximate average salary by contribution assumption: employee only about $160,553 at 4% or $107,035 at 6%; with 50% employer match about $107,035 at 4% or $71,357 at 6%; with 100% employer match about $80,276 at 4% or $53,518 at 6%.
201019$603,060$59,259$6,584iApproximate average salary by contribution assumption: employee only about $164,608 at 4% or $109,739 at 6%; with 50% employer match about $109,739 at 4% or $73,159 at 6%; with 100% employer match about $82,304 at 4% or $54,869 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-9$603,060$59,259$6,584iApproximate average salary by contribution assumption: employee only about $164,608 at 4% or $109,739 at 6%; with 50% employer match about $109,739 at 4% or $73,159 at 6%; with 100% employer match about $82,304 at 4% or $54,869 at 6%.
200919$459,370$59,627$6,625iApproximate average salary by contribution assumption: employee only about $165,631 at 4% or $110,420 at 6%; with 50% employer match about $110,420 at 4% or $73,614 at 6%; with 100% employer match about $82,815 at 4% or $55,210 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-9$459,370$59,627$6,625iApproximate average salary by contribution assumption: employee only about $165,631 at 4% or $110,420 at 6%; with 50% employer match about $110,420 at 4% or $73,614 at 6%; with 100% employer match about $82,815 at 4% or $55,210 at 6%.
200815$0$0-
Inspro Agents & Brokers Safe Harbor 401(K) Plan-5---
200716$0$0-
Inspro Agents & Brokers Safe Harbor 401(K) Plan-6---
200617$474,480$80,845$11,549iApproximate average salary by contribution assumption: employee only about $288,732 at 4% or $192,488 at 6%; with 50% employer match about $192,488 at 4% or $128,325 at 6%; with 100% employer match about $144,366 at 4% or $96,244 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-7$474,480$80,845$11,549iApproximate average salary by contribution assumption: employee only about $288,732 at 4% or $192,488 at 6%; with 50% employer match about $192,488 at 4% or $128,325 at 6%; with 100% employer match about $144,366 at 4% or $96,244 at 6%.
200518$378,762$34,553$4,319iApproximate average salary by contribution assumption: employee only about $107,978 at 4% or $71,985 at 6%; with 50% employer match about $71,985 at 4% or $47,990 at 6%; with 100% employer match about $53,989 at 4% or $35,993 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-8$378,762$34,553$4,319iApproximate average salary by contribution assumption: employee only about $107,978 at 4% or $71,985 at 6%; with 50% employer match about $71,985 at 4% or $47,990 at 6%; with 100% employer match about $53,989 at 4% or $35,993 at 6%.
2004111$354,875$98,726$8,975iApproximate average salary by contribution assumption: employee only about $224,377 at 4% or $149,585 at 6%; with 50% employer match about $149,585 at 4% or $99,723 at 6%; with 100% employer match about $112,189 at 4% or $74,792 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-11$354,875$98,726$8,975iApproximate average salary by contribution assumption: employee only about $224,377 at 4% or $149,585 at 6%; with 50% employer match about $149,585 at 4% or $99,723 at 6%; with 100% employer match about $112,189 at 4% or $74,792 at 6%.
2003112$238,566$85,735$7,145iApproximate average salary by contribution assumption: employee only about $178,615 at 4% or $119,076 at 6%; with 50% employer match about $119,076 at 4% or $79,384 at 6%; with 100% employer match about $89,307 at 4% or $59,538 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-12$238,566$85,735$7,145iApproximate average salary by contribution assumption: employee only about $178,615 at 4% or $119,076 at 6%; with 50% employer match about $119,076 at 4% or $79,384 at 6%; with 100% employer match about $89,307 at 4% or $59,538 at 6%.
2002113$117,833$68,131$5,241iApproximate average salary by contribution assumption: employee only about $131,021 at 4% or $87,347 at 6%; with 50% employer match about $87,347 at 4% or $58,232 at 6%; with 100% employer match about $65,511 at 4% or $43,674 at 6%.
Inspro Agents & Brokers Safe Harbor 401(K) Plan-13$117,833$68,131$5,241iApproximate average salary by contribution assumption: employee only about $131,021 at 4% or $87,347 at 6%; with 50% employer match about $87,347 at 4% or $58,232 at 6%; with 100% employer match about $65,511 at 4% or $43,674 at 6%.
2001115$0$0-
Inspro Agents & Brokers Safe Harbor 401(K) Plan-15---