Civic Intelligence

Carmack Insurance

Plan context: Carmack Insurance 401(K) Plan

EIN 95-2861104 • Newport Beach, CA • 32 filings • 4 plans

4000 Westerly PlaceSuite 200Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,423,013

2024 Contributions

$211,154

Historical Graphs

Total Assets Over Time

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

$2,423,013$1,211,507$0199920122024YearValue
$2,423,013Latest year 2024

Participants Over Time

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

1370199920122024YearValue
11Latest 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
2024111$2,423,013$211,154$19,196iApproximate average salary by contribution assumption: employee only about $479,895 at 4% or $319,930 at 6%; with 50% employer match about $319,930 at 4% or $213,287 at 6%; with 100% employer match about $239,948 at 4% or $159,965 at 6%.
Carmack Insurance 401(K) Plan-11$2,423,013$211,154$19,196iApproximate average salary by contribution assumption: employee only about $479,895 at 4% or $319,930 at 6%; with 50% employer match about $319,930 at 4% or $213,287 at 6%; with 100% employer match about $239,948 at 4% or $159,965 at 6%.
2023111$1,995,579$224,834$20,439iApproximate average salary by contribution assumption: employee only about $510,986 at 4% or $340,658 at 6%; with 50% employer match about $340,658 at 4% or $227,105 at 6%; with 100% employer match about $255,493 at 4% or $170,329 at 6%.
Carmack Insurance 401(K) Plan-11$1,995,579$224,834$20,439iApproximate average salary by contribution assumption: employee only about $510,986 at 4% or $340,658 at 6%; with 50% employer match about $340,658 at 4% or $227,105 at 6%; with 100% employer match about $255,493 at 4% or $170,329 at 6%.
2022112$1,935,739$207,177$17,265iApproximate average salary by contribution assumption: employee only about $431,619 at 4% or $287,746 at 6%; with 50% employer match about $287,746 at 4% or $191,831 at 6%; with 100% employer match about $215,809 at 4% or $143,873 at 6%.
Carmack Insurance 401(K) Plan-12$1,935,739$207,177$17,265iApproximate average salary by contribution assumption: employee only about $431,619 at 4% or $287,746 at 6%; with 50% employer match about $287,746 at 4% or $191,831 at 6%; with 100% employer match about $215,809 at 4% or $143,873 at 6%.
2021112$2,357,085$196,275$16,356iApproximate average salary by contribution assumption: employee only about $408,906 at 4% or $272,604 at 6%; with 50% employer match about $272,604 at 4% or $181,736 at 6%; with 100% employer match about $204,453 at 4% or $136,302 at 6%.
Carmack Insurance 401(K) Plan-12$2,357,085$196,275$16,356iApproximate average salary by contribution assumption: employee only about $408,906 at 4% or $272,604 at 6%; with 50% employer match about $272,604 at 4% or $181,736 at 6%; with 100% employer match about $204,453 at 4% or $136,302 at 6%.
2020111$1,943,847$107,240$9,749iApproximate average salary by contribution assumption: employee only about $243,727 at 4% or $162,485 at 6%; with 50% employer match about $162,485 at 4% or $108,323 at 6%; with 100% employer match about $121,864 at 4% or $81,242 at 6%.
Carmack Insurance 401(K) Plan-11$1,943,847$107,240$9,749iApproximate average salary by contribution assumption: employee only about $243,727 at 4% or $162,485 at 6%; with 50% employer match about $162,485 at 4% or $108,323 at 6%; with 100% employer match about $121,864 at 4% or $81,242 at 6%.
2019111$1,704,012$144,568$13,143iApproximate average salary by contribution assumption: employee only about $328,564 at 4% or $219,042 at 6%; with 50% employer match about $219,042 at 4% or $146,028 at 6%; with 100% employer match about $164,282 at 4% or $109,521 at 6%.
Carmack Insurance 401(K) Plan-11$1,704,012$144,568$13,143iApproximate average salary by contribution assumption: employee only about $328,564 at 4% or $219,042 at 6%; with 50% employer match about $219,042 at 4% or $146,028 at 6%; with 100% employer match about $164,282 at 4% or $109,521 at 6%.
201819$1,338,677$153,181$17,020iApproximate average salary by contribution assumption: employee only about $425,503 at 4% or $283,669 at 6%; with 50% employer match about $283,669 at 4% or $189,112 at 6%; with 100% employer match about $212,751 at 4% or $141,834 at 6%.
Carmack Insurance 401(K) Plan-9$1,338,677$153,181$17,020iApproximate average salary by contribution assumption: employee only about $425,503 at 4% or $283,669 at 6%; with 50% employer match about $283,669 at 4% or $189,112 at 6%; with 100% employer match about $212,751 at 4% or $141,834 at 6%.
2017113$1,315,862$138,386$10,645iApproximate average salary by contribution assumption: employee only about $266,127 at 4% or $177,418 at 6%; with 50% employer match about $177,418 at 4% or $118,279 at 6%; with 100% employer match about $133,063 at 4% or $88,709 at 6%.
Carmack Insurance 401(K) Plan-13$1,315,862$138,386$10,645iApproximate average salary by contribution assumption: employee only about $266,127 at 4% or $177,418 at 6%; with 50% employer match about $177,418 at 4% or $118,279 at 6%; with 100% employer match about $133,063 at 4% or $88,709 at 6%.
2016111$1,109,980$138,638$12,603iApproximate average salary by contribution assumption: employee only about $315,086 at 4% or $210,058 at 6%; with 50% employer match about $210,058 at 4% or $140,038 at 6%; with 100% employer match about $157,543 at 4% or $105,029 at 6%.
Carmack Insurance 401(K) Plan-11$1,109,980$138,638$12,603iApproximate average salary by contribution assumption: employee only about $315,086 at 4% or $210,058 at 6%; with 50% employer match about $210,058 at 4% or $140,038 at 6%; with 100% employer match about $157,543 at 4% or $105,029 at 6%.
2015113$1,267,565$141,268$10,867iApproximate average salary by contribution assumption: employee only about $271,669 at 4% or $181,113 at 6%; with 50% employer match about $181,113 at 4% or $120,742 at 6%; with 100% employer match about $135,835 at 4% or $90,556 at 6%.
Carmack Insurance 401(K) Plan-13$1,267,565$141,268$10,867iApproximate average salary by contribution assumption: employee only about $271,669 at 4% or $181,113 at 6%; with 50% employer match about $181,113 at 4% or $120,742 at 6%; with 100% employer match about $135,835 at 4% or $90,556 at 6%.
2014111$1,176,714$115,508$10,501iApproximate average salary by contribution assumption: employee only about $262,518 at 4% or $175,012 at 6%; with 50% employer match about $175,012 at 4% or $116,675 at 6%; with 100% employer match about $131,259 at 4% or $87,506 at 6%.
Carmack Insurance 401(K) Plan-11$1,176,714$115,508$10,501iApproximate average salary by contribution assumption: employee only about $262,518 at 4% or $175,012 at 6%; with 50% employer match about $175,012 at 4% or $116,675 at 6%; with 100% employer match about $131,259 at 4% or $87,506 at 6%.
2013110$1,027,137$137,057$13,706iApproximate average salary by contribution assumption: employee only about $342,643 at 4% or $228,428 at 6%; with 50% employer match about $228,428 at 4% or $152,286 at 6%; with 100% employer match about $171,321 at 4% or $114,214 at 6%.
Carmack Insurance 401(K) Plan-10$1,027,137$137,057$13,706iApproximate average salary by contribution assumption: employee only about $342,643 at 4% or $228,428 at 6%; with 50% employer match about $228,428 at 4% or $152,286 at 6%; with 100% employer match about $171,321 at 4% or $114,214 at 6%.
201219$781,062$83,859$9,318iApproximate average salary by contribution assumption: employee only about $232,942 at 4% or $155,294 at 6%; with 50% employer match about $155,294 at 4% or $103,530 at 6%; with 100% employer match about $116,471 at 4% or $77,647 at 6%.
Carmack Insurance 401(K) Plan-9$781,062$83,859$9,318iApproximate average salary by contribution assumption: employee only about $232,942 at 4% or $155,294 at 6%; with 50% employer match about $155,294 at 4% or $103,530 at 6%; with 100% employer match about $116,471 at 4% or $77,647 at 6%.
201119$620,942$70,019$7,780iApproximate average salary by contribution assumption: employee only about $194,497 at 4% or $129,665 at 6%; with 50% employer match about $129,665 at 4% or $86,443 at 6%; with 100% employer match about $97,249 at 4% or $64,832 at 6%.
Carmack Insurance 401(K) Plan-9$620,942$70,019$7,780iApproximate average salary by contribution assumption: employee only about $194,497 at 4% or $129,665 at 6%; with 50% employer match about $129,665 at 4% or $86,443 at 6%; with 100% employer match about $97,249 at 4% or $64,832 at 6%.
201019$789,176$77,337$8,593iApproximate average salary by contribution assumption: employee only about $214,825 at 4% or $143,217 at 6%; with 50% employer match about $143,217 at 4% or $95,478 at 6%; with 100% employer match about $107,413 at 4% or $71,608 at 6%.
Carmack Insurance 401(K) Plan-9$789,176$77,337$8,593iApproximate average salary by contribution assumption: employee only about $214,825 at 4% or $143,217 at 6%; with 50% employer match about $143,217 at 4% or $95,478 at 6%; with 100% employer match about $107,413 at 4% or $71,608 at 6%.
200919$664,921$75,289$8,365iApproximate average salary by contribution assumption: employee only about $209,136 at 4% or $139,424 at 6%; with 50% employer match about $139,424 at 4% or $92,949 at 6%; with 100% employer match about $104,568 at 4% or $69,712 at 6%.
Carmack Insurance 401(K) Plan-9$664,921$75,289$8,365iApproximate average salary by contribution assumption: employee only about $209,136 at 4% or $139,424 at 6%; with 50% employer match about $139,424 at 4% or $92,949 at 6%; with 100% employer match about $104,568 at 4% or $69,712 at 6%.
200819$545,086$76,650$8,517iApproximate average salary by contribution assumption: employee only about $212,917 at 4% or $141,944 at 6%; with 50% employer match about $141,944 at 4% or $94,630 at 6%; with 100% employer match about $106,458 at 4% or $70,972 at 6%.
Carmack Insurance 401(K) Plan-9$545,086$76,650$8,517iApproximate average salary by contribution assumption: employee only about $212,917 at 4% or $141,944 at 6%; with 50% employer match about $141,944 at 4% or $94,630 at 6%; with 100% employer match about $106,458 at 4% or $70,972 at 6%.
2007110$574,092$68,103$6,810iApproximate average salary by contribution assumption: employee only about $170,258 at 4% or $113,505 at 6%; with 50% employer match about $113,505 at 4% or $75,670 at 6%; with 100% employer match about $85,129 at 4% or $56,753 at 6%.
Carmack Insurance 401(K) Plan-10$574,092$68,103$6,810iApproximate average salary by contribution assumption: employee only about $170,258 at 4% or $113,505 at 6%; with 50% employer match about $113,505 at 4% or $75,670 at 6%; with 100% employer match about $85,129 at 4% or $56,753 at 6%.
200628$473,841$220,329$27,541iApproximate average salary by contribution assumption: employee only about $688,528 at 4% or $459,019 at 6%; with 50% employer match about $459,019 at 4% or $306,013 at 6%; with 100% employer match about $344,264 at 4% or $229,509 at 6%.
Carmack Insurance 401(K) Plan-8$473,841$220,329$27,541iApproximate average salary by contribution assumption: employee only about $688,528 at 4% or $459,019 at 6%; with 50% employer match about $459,019 at 4% or $306,013 at 6%; with 100% employer match about $344,264 at 4% or $229,509 at 6%.
Carmack Insurance Defined Benefit Pension Plan-0---
2005210$1,062,883$71,501$7,150iApproximate average salary by contribution assumption: employee only about $178,753 at 4% or $119,168 at 6%; with 50% employer match about $119,168 at 4% or $79,446 at 6%; with 100% employer match about $89,376 at 4% or $59,584 at 6%.
Carmack Insurance Defined Benefit Pension Plan-10$812,867$12,874$1,287iApproximate average salary by contribution assumption: employee only about $32,185 at 4% or $21,457 at 6%; with 50% employer match about $21,457 at 4% or $14,304 at 6%; with 100% employer match about $16,093 at 4% or $10,728 at 6%.
Carmack Insurance 401(K) Plan-9$250,016$58,627$6,514iApproximate average salary by contribution assumption: employee only about $162,853 at 4% or $108,569 at 6%; with 50% employer match about $108,569 at 4% or $72,379 at 6%; with 100% employer match about $81,426 at 4% or $54,284 at 6%.
200429$1,005,555$81,237$9,026iApproximate average salary by contribution assumption: employee only about $225,658 at 4% or $150,439 at 6%; with 50% employer match about $150,439 at 4% or $100,293 at 6%; with 100% employer match about $112,829 at 4% or $75,219 at 6%.
Carmack Insurance Defined Benefit Pension Plan-9$823,906$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
Carmack Insurance 401(K) Plan-9$181,649$61,237$6,804iApproximate average salary by contribution assumption: employee only about $170,103 at 4% or $113,402 at 6%; with 50% employer match about $113,402 at 4% or $75,601 at 6%; with 100% employer match about $85,051 at 4% or $56,701 at 6%.
200326$898,223$70,324$11,721iApproximate average salary by contribution assumption: employee only about $293,017 at 4% or $195,344 at 6%; with 50% employer match about $195,344 at 4% or $130,230 at 6%; with 100% employer match about $146,508 at 4% or $97,672 at 6%.
Carmack Insurance Defined Benefit Pension Plan-6$785,668$16,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
Carmack Insurance 401(K) Plan-6$112,555$54,324$9,054iApproximate average salary by contribution assumption: employee only about $226,350 at 4% or $150,900 at 6%; with 50% employer match about $150,900 at 4% or $100,600 at 6%; with 100% employer match about $113,175 at 4% or $75,450 at 6%.
200229$750,724$45,920$5,102iApproximate average salary by contribution assumption: employee only about $127,556 at 4% or $85,037 at 6%; with 50% employer match about $85,037 at 4% or $56,691 at 6%; with 100% employer match about $63,778 at 4% or $42,519 at 6%.
Carmack Insurance Defined Benefit Pension Plan-4$701,950$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Carmack Insurance 401(K) Plan-9$48,774$25,920$2,880iApproximate average salary by contribution assumption: employee only about $72,000 at 4% or $48,000 at 6%; with 50% employer match about $48,000 at 4% or $32,000 at 6%; with 100% employer match about $36,000 at 4% or $24,000 at 6%.
200129$29,644$30,453$3,384iApproximate average salary by contribution assumption: employee only about $84,592 at 4% or $56,394 at 6%; with 50% employer match about $56,394 at 4% or $37,596 at 6%; with 100% employer match about $42,296 at 4% or $28,197 at 6%.
Carmack Insurance 401(K) Plan-9$29,644$30,453$3,384iApproximate average salary by contribution assumption: employee only about $84,592 at 4% or $56,394 at 6%; with 50% employer match about $56,394 at 4% or $37,596 at 6%; with 100% employer match about $42,296 at 4% or $28,197 at 6%.
Carmack Insurance Defined Benefit Pension Plan-5---
200015$870,984$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Carmack Insurance Defined Benefit Pension Plan-5$870,984$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
199919$249,303$15,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Carmack Insurance Defined Benefit Pension Plan-9$249,303$15,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.