Civic Intelligence

Phd Insurance Brokers Inc

Plan context: Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr

EIN 95-2829048 • Los Alamitos, CA • 22 filings • 7 plans

11022 Winners CircleSuite 100Los Alamitos, CA 90720
Current Snapshot

Latest Year

2020

2020 Participants

9

2020 Assets

$2,904

2020 Contributions

$5,404

Historical Graphs

Total Assets Over Time

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

$1,510,016$755,008$0199920112019YearValue
$2,904Latest year 2019

Participants Over Time

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

29150199920092018YearValue
9Latest year 2018

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
202010$0$0-
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-0$0$0-
201910$2,904$0-
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-0$2,904--
201819$227,884$5,404$600iApproximate average salary by contribution assumption: employee only about $15,011 at 4% or $10,007 at 6%; with 50% employer match about $10,007 at 4% or $6,672 at 6%; with 100% employer match about $7,506 at 4% or $5,004 at 6%.
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-9$227,884$5,404$600iApproximate average salary by contribution assumption: employee only about $15,011 at 4% or $10,007 at 6%; with 50% employer match about $10,007 at 4% or $6,672 at 6%; with 100% employer match about $7,506 at 4% or $5,004 at 6%.
2017124$1,252,344$74,403$3,100iApproximate average salary by contribution assumption: employee only about $77,503 at 4% or $51,669 at 6%; with 50% employer match about $51,669 at 4% or $34,446 at 6%; with 100% employer match about $38,752 at 4% or $25,834 at 6%.
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-24$1,252,344$74,403$3,100iApproximate average salary by contribution assumption: employee only about $77,503 at 4% or $51,669 at 6%; with 50% employer match about $51,669 at 4% or $34,446 at 6%; with 100% employer match about $38,752 at 4% or $25,834 at 6%.
2016126$1,510,016$88,435$3,401iApproximate average salary by contribution assumption: employee only about $85,034 at 4% or $56,689 at 6%; with 50% employer match about $56,689 at 4% or $37,793 at 6%; with 100% employer match about $42,517 at 4% or $28,345 at 6%.
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-26$1,510,016$88,435$3,401iApproximate average salary by contribution assumption: employee only about $85,034 at 4% or $56,689 at 6%; with 50% employer match about $56,689 at 4% or $37,793 at 6%; with 100% employer match about $42,517 at 4% or $28,345 at 6%.
2015129$1,390,142$93,733$3,232iApproximate average salary by contribution assumption: employee only about $80,804 at 4% or $53,870 at 6%; with 50% employer match about $53,870 at 4% or $35,913 at 6%; with 100% employer match about $40,402 at 4% or $26,935 at 6%.
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-29$1,390,142$93,733$3,232iApproximate average salary by contribution assumption: employee only about $80,804 at 4% or $53,870 at 6%; with 50% employer match about $53,870 at 4% or $35,913 at 6%; with 100% employer match about $40,402 at 4% or $26,935 at 6%.
2014129$1,342,129$84,088$2,900iApproximate average salary by contribution assumption: employee only about $72,490 at 4% or $48,326 at 6%; with 50% employer match about $48,326 at 4% or $32,218 at 6%; with 100% employer match about $36,245 at 4% or $24,163 at 6%.
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-29$1,342,129$84,088$2,900iApproximate average salary by contribution assumption: employee only about $72,490 at 4% or $48,326 at 6%; with 50% employer match about $48,326 at 4% or $32,218 at 6%; with 100% employer match about $36,245 at 4% or $24,163 at 6%.
2013124$1,213,660$76,261$3,178iApproximate average salary by contribution assumption: employee only about $79,439 at 4% or $52,959 at 6%; with 50% employer match about $52,959 at 4% or $35,306 at 6%; with 100% employer match about $39,719 at 4% or $26,480 at 6%.
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-24$1,213,660$76,261$3,178iApproximate average salary by contribution assumption: employee only about $79,439 at 4% or $52,959 at 6%; with 50% employer match about $52,959 at 4% or $35,306 at 6%; with 100% employer match about $39,719 at 4% or $26,480 at 6%.
2012123$1,042,959$82,113$3,570iApproximate average salary by contribution assumption: employee only about $89,253 at 4% or $59,502 at 6%; with 50% employer match about $59,502 at 4% or $39,668 at 6%; with 100% employer match about $44,627 at 4% or $29,751 at 6%.
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-23$1,042,959$82,113$3,570iApproximate average salary by contribution assumption: employee only about $89,253 at 4% or $59,502 at 6%; with 50% employer match about $59,502 at 4% or $39,668 at 6%; with 100% employer match about $44,627 at 4% or $29,751 at 6%.
2011123$907,741$72,042$3,132iApproximate average salary by contribution assumption: employee only about $78,307 at 4% or $52,204 at 6%; with 50% employer match about $52,204 at 4% or $34,803 at 6%; with 100% employer match about $39,153 at 4% or $26,102 at 6%.
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-23$907,741$72,042$3,132iApproximate average salary by contribution assumption: employee only about $78,307 at 4% or $52,204 at 6%; with 50% employer match about $52,204 at 4% or $34,803 at 6%; with 100% employer match about $39,153 at 4% or $26,102 at 6%.
2010127$797,238$71,442$2,646iApproximate average salary by contribution assumption: employee only about $66,150 at 4% or $44,100 at 6%; with 50% employer match about $44,100 at 4% or $29,400 at 6%; with 100% employer match about $33,075 at 4% or $22,050 at 6%.
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-27$797,238$71,442$2,646iApproximate average salary by contribution assumption: employee only about $66,150 at 4% or $44,100 at 6%; with 50% employer match about $44,100 at 4% or $29,400 at 6%; with 100% employer match about $33,075 at 4% or $22,050 at 6%.
2009125$677,624$63,365$2,535iApproximate average salary by contribution assumption: employee only about $63,365 at 4% or $42,243 at 6%; with 50% employer match about $42,243 at 4% or $28,162 at 6%; with 100% employer match about $31,683 at 4% or $21,122 at 6%.
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-25$677,624$63,365$2,535iApproximate average salary by contribution assumption: employee only about $63,365 at 4% or $42,243 at 6%; with 50% employer match about $42,243 at 4% or $28,162 at 6%; with 100% employer match about $31,683 at 4% or $21,122 at 6%.
2008126$507,889$87,951$3,383iApproximate average salary by contribution assumption: employee only about $84,568 at 4% or $56,379 at 6%; with 50% employer match about $56,379 at 4% or $37,586 at 6%; with 100% employer match about $42,284 at 4% or $28,189 at 6%.
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-26$507,889$87,951$3,383iApproximate average salary by contribution assumption: employee only about $84,568 at 4% or $56,379 at 6%; with 50% employer match about $56,379 at 4% or $37,586 at 6%; with 100% employer match about $42,284 at 4% or $28,189 at 6%.
2007121$0$0-
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-21---
2006123$513,768$102,574$4,460iApproximate average salary by contribution assumption: employee only about $111,493 at 4% or $74,329 at 6%; with 50% employer match about $74,329 at 4% or $49,553 at 6%; with 100% employer match about $55,747 at 4% or $37,164 at 6%.
Phd Insurance Brokers Inc Savings 401(K) Salary Reduction Pl&Tr-23$513,768$102,574$4,460iApproximate average salary by contribution assumption: employee only about $111,493 at 4% or $74,329 at 6%; with 50% employer match about $74,329 at 4% or $49,553 at 6%; with 100% employer match about $55,747 at 4% or $37,164 at 6%.
2005122$382,443$62,236$2,829iApproximate average salary by contribution assumption: employee only about $70,723 at 4% or $47,148 at 6%; with 50% employer match about $47,148 at 4% or $31,432 at 6%; with 100% employer match about $35,361 at 4% or $23,574 at 6%.
Phd Insurance Brokers Inc 401K Salary Reduction Plan and Trust-22$382,443$62,236$2,829iApproximate average salary by contribution assumption: employee only about $70,723 at 4% or $47,148 at 6%; with 50% employer match about $47,148 at 4% or $31,432 at 6%; with 100% employer match about $35,361 at 4% or $23,574 at 6%.
2004122$291,556$56,834$2,583iApproximate average salary by contribution assumption: employee only about $64,584 at 4% or $43,056 at 6%; with 50% employer match about $43,056 at 4% or $28,704 at 6%; with 100% employer match about $32,292 at 4% or $21,528 at 6%.
Phd Insurance Brokers Inc 401K Salary Reduction Plan and Trust-22$291,556$56,834$2,583iApproximate average salary by contribution assumption: employee only about $64,584 at 4% or $43,056 at 6%; with 50% employer match about $43,056 at 4% or $28,704 at 6%; with 100% employer match about $32,292 at 4% or $21,528 at 6%.
2003119$228,683$54,396$2,863iApproximate average salary by contribution assumption: employee only about $71,574 at 4% or $47,716 at 6%; with 50% employer match about $47,716 at 4% or $31,811 at 6%; with 100% employer match about $35,787 at 4% or $23,858 at 6%.
Phd Insurance Brokers Inc 401K Salary Reduction Plan and Trust-19$228,683$54,396$2,863iApproximate average salary by contribution assumption: employee only about $71,574 at 4% or $47,716 at 6%; with 50% employer match about $47,716 at 4% or $31,811 at 6%; with 100% employer match about $35,787 at 4% or $23,858 at 6%.
2002116$0$0-
Phd Insurance Brokers Inc 401K Salary Reduction Plan and Trust-16---
2001114$0$0-
Phd Insurance Brokers Inc 401K Salary Reduction Plan and Trust-14---
2000114$0$0-
Phd Insurance Brokers Inc 401K Salary Reduction Plan and Trust-14---
1999118$761,466$48,858$2,714iApproximate average salary by contribution assumption: employee only about $67,858 at 4% or $45,239 at 6%; with 50% employer match about $45,239 at 4% or $30,159 at 6%; with 100% employer match about $33,929 at 4% or $22,619 at 6%.
Phd Insurance Brokers Inc 401K Salary Reduction Plan and Trust-18$761,466$48,858$2,714iApproximate average salary by contribution assumption: employee only about $67,858 at 4% or $45,239 at 6%; with 50% employer match about $45,239 at 4% or $30,159 at 6%; with 100% employer match about $33,929 at 4% or $22,619 at 6%.