Civic Intelligence

Williams Co. Insurance Brokers Inc

Plan context: WILLIAMS CO INSURANCE BROKERS, INC. 401(K) PLAN

EIN 95-3176442 • Fullerton, CA • 21 filings • 3 plans

609 N Harbor BlvdFullerton, CA 92832
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$1,622,448

2024 Contributions

$128,537

Historical Graphs

Total Assets Over Time

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

$1,930,602$965,301$0200420152024YearValue
$1,622,448Latest year 2024

Participants Over Time

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

1890200420142024YearValue
18Latest 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
2024118$1,622,448$128,537$7,141iApproximate average salary by contribution assumption: employee only about $178,524 at 4% or $119,016 at 6%; with 50% employer match about $119,016 at 4% or $79,344 at 6%; with 100% employer match about $89,262 at 4% or $59,508 at 6%.
WILLIAMS CO INSURANCE BROKERS, INC. 401(K) PLAN-18$1,622,448$128,537$7,141iApproximate average salary by contribution assumption: employee only about $178,524 at 4% or $119,016 at 6%; with 50% employer match about $119,016 at 4% or $79,344 at 6%; with 100% employer match about $89,262 at 4% or $59,508 at 6%.
2023117$1,328,677$146,386$8,611iApproximate average salary by contribution assumption: employee only about $215,274 at 4% or $143,516 at 6%; with 50% employer match about $143,516 at 4% or $95,677 at 6%; with 100% employer match about $107,637 at 4% or $71,758 at 6%.
WILLIAMS CO INSURANCE BROKERS, INC. 401(K) PLAN-17$1,328,677$146,386$8,611iApproximate average salary by contribution assumption: employee only about $215,274 at 4% or $143,516 at 6%; with 50% employer match about $143,516 at 4% or $95,677 at 6%; with 100% employer match about $107,637 at 4% or $71,758 at 6%.
2022115$1,011,300$129,986$8,666iApproximate average salary by contribution assumption: employee only about $216,643 at 4% or $144,429 at 6%; with 50% employer match about $144,429 at 4% or $96,286 at 6%; with 100% employer match about $108,322 at 4% or $72,214 at 6%.
WILLIAMS CO INSURANCE BROKERS, INC. 401(K) PLAN-15$1,011,300$129,986$8,666iApproximate average salary by contribution assumption: employee only about $216,643 at 4% or $144,429 at 6%; with 50% employer match about $144,429 at 4% or $96,286 at 6%; with 100% employer match about $108,322 at 4% or $72,214 at 6%.
202116$1,108,934$62,902$10,484iApproximate average salary by contribution assumption: employee only about $262,092 at 4% or $174,728 at 6%; with 50% employer match about $174,728 at 4% or $116,485 at 6%; with 100% employer match about $131,046 at 4% or $87,364 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-6$1,108,934$62,902$10,484iApproximate average salary by contribution assumption: employee only about $262,092 at 4% or $174,728 at 6%; with 50% employer match about $174,728 at 4% or $116,485 at 6%; with 100% employer match about $131,046 at 4% or $87,364 at 6%.
202019$1,178,808$112,711$12,523iApproximate average salary by contribution assumption: employee only about $313,086 at 4% or $208,724 at 6%; with 50% employer match about $208,724 at 4% or $139,149 at 6%; with 100% employer match about $156,543 at 4% or $104,362 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-9$1,178,808$112,711$12,523iApproximate average salary by contribution assumption: employee only about $313,086 at 4% or $208,724 at 6%; with 50% employer match about $208,724 at 4% or $139,149 at 6%; with 100% employer match about $156,543 at 4% or $104,362 at 6%.
2019111$1,723,169$109,634$9,967iApproximate average salary by contribution assumption: employee only about $249,168 at 4% or $166,112 at 6%; with 50% employer match about $166,112 at 4% or $110,741 at 6%; with 100% employer match about $124,584 at 4% or $83,056 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-11$1,723,169$109,634$9,967iApproximate average salary by contribution assumption: employee only about $249,168 at 4% or $166,112 at 6%; with 50% employer match about $166,112 at 4% or $110,741 at 6%; with 100% employer match about $124,584 at 4% or $83,056 at 6%.
2018110$1,430,993$131,507$13,151iApproximate average salary by contribution assumption: employee only about $328,768 at 4% or $219,178 at 6%; with 50% employer match about $219,178 at 4% or $146,119 at 6%; with 100% employer match about $164,384 at 4% or $109,589 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-10$1,430,993$131,507$13,151iApproximate average salary by contribution assumption: employee only about $328,768 at 4% or $219,178 at 6%; with 50% employer match about $219,178 at 4% or $146,119 at 6%; with 100% employer match about $164,384 at 4% or $109,589 at 6%.
201719$1,930,602$108,385$12,043iApproximate average salary by contribution assumption: employee only about $301,069 at 4% or $200,713 at 6%; with 50% employer match about $200,713 at 4% or $133,809 at 6%; with 100% employer match about $150,535 at 4% or $100,356 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-9$1,930,602$108,385$12,043iApproximate average salary by contribution assumption: employee only about $301,069 at 4% or $200,713 at 6%; with 50% employer match about $200,713 at 4% or $133,809 at 6%; with 100% employer match about $150,535 at 4% or $100,356 at 6%.
2016110$1,591,522$114,180$11,418iApproximate average salary by contribution assumption: employee only about $285,450 at 4% or $190,300 at 6%; with 50% employer match about $190,300 at 4% or $126,867 at 6%; with 100% employer match about $142,725 at 4% or $95,150 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-10$1,591,522$114,180$11,418iApproximate average salary by contribution assumption: employee only about $285,450 at 4% or $190,300 at 6%; with 50% employer match about $190,300 at 4% or $126,867 at 6%; with 100% employer match about $142,725 at 4% or $95,150 at 6%.
201519$1,372,311$108,282$12,031iApproximate average salary by contribution assumption: employee only about $300,783 at 4% or $200,522 at 6%; with 50% employer match about $200,522 at 4% or $133,681 at 6%; with 100% employer match about $150,392 at 4% or $100,261 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-9$1,372,311$108,282$12,031iApproximate average salary by contribution assumption: employee only about $300,783 at 4% or $200,522 at 6%; with 50% employer match about $200,522 at 4% or $133,681 at 6%; with 100% employer match about $150,392 at 4% or $100,261 at 6%.
201419$1,288,193$101,563$11,285iApproximate average salary by contribution assumption: employee only about $282,119 at 4% or $188,080 at 6%; with 50% employer match about $188,080 at 4% or $125,386 at 6%; with 100% employer match about $141,060 at 4% or $94,040 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-9$1,288,193$101,563$11,285iApproximate average salary by contribution assumption: employee only about $282,119 at 4% or $188,080 at 6%; with 50% employer match about $188,080 at 4% or $125,386 at 6%; with 100% employer match about $141,060 at 4% or $94,040 at 6%.
201319$1,158,262$94,191$10,466iApproximate average salary by contribution assumption: employee only about $261,642 at 4% or $174,428 at 6%; with 50% employer match about $174,428 at 4% or $116,285 at 6%; with 100% employer match about $130,821 at 4% or $87,214 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-9$1,158,262$94,191$10,466iApproximate average salary by contribution assumption: employee only about $261,642 at 4% or $174,428 at 6%; with 50% employer match about $174,428 at 4% or $116,285 at 6%; with 100% employer match about $130,821 at 4% or $87,214 at 6%.
2012110$940,678$97,064$9,706iApproximate average salary by contribution assumption: employee only about $242,660 at 4% or $161,773 at 6%; with 50% employer match about $161,773 at 4% or $107,849 at 6%; with 100% employer match about $121,330 at 4% or $80,887 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-10$940,678$97,064$9,706iApproximate average salary by contribution assumption: employee only about $242,660 at 4% or $161,773 at 6%; with 50% employer match about $161,773 at 4% or $107,849 at 6%; with 100% employer match about $121,330 at 4% or $80,887 at 6%.
2011110$737,073$98,753$9,875iApproximate average salary by contribution assumption: employee only about $246,882 at 4% or $164,588 at 6%; with 50% employer match about $164,588 at 4% or $109,726 at 6%; with 100% employer match about $123,441 at 4% or $82,294 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-10$737,073$98,753$9,875iApproximate average salary by contribution assumption: employee only about $246,882 at 4% or $164,588 at 6%; with 50% employer match about $164,588 at 4% or $109,726 at 6%; with 100% employer match about $123,441 at 4% or $82,294 at 6%.
201019$663,242$97,309$10,812iApproximate average salary by contribution assumption: employee only about $270,303 at 4% or $180,202 at 6%; with 50% employer match about $180,202 at 4% or $120,135 at 6%; with 100% employer match about $135,151 at 4% or $90,101 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-9$663,242$97,309$10,812iApproximate average salary by contribution assumption: employee only about $270,303 at 4% or $180,202 at 6%; with 50% employer match about $180,202 at 4% or $120,135 at 6%; with 100% employer match about $135,151 at 4% or $90,101 at 6%.
2009110$596,548$94,638$9,464iApproximate average salary by contribution assumption: employee only about $236,595 at 4% or $157,730 at 6%; with 50% employer match about $157,730 at 4% or $105,153 at 6%; with 100% employer match about $118,297 at 4% or $78,865 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-10$596,548$94,638$9,464iApproximate average salary by contribution assumption: employee only about $236,595 at 4% or $157,730 at 6%; with 50% employer match about $157,730 at 4% or $105,153 at 6%; with 100% employer match about $118,297 at 4% or $78,865 at 6%.
2008110$372,019$103,946$10,395iApproximate average salary by contribution assumption: employee only about $259,865 at 4% or $173,243 at 6%; with 50% employer match about $173,243 at 4% or $115,496 at 6%; with 100% employer match about $129,933 at 4% or $86,622 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-10$372,019$103,946$10,395iApproximate average salary by contribution assumption: employee only about $259,865 at 4% or $173,243 at 6%; with 50% employer match about $173,243 at 4% or $115,496 at 6%; with 100% employer match about $129,933 at 4% or $86,622 at 6%.
2007112$0$0-
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-12---
2006111$316,117$91,776$8,343iApproximate average salary by contribution assumption: employee only about $208,582 at 4% or $139,055 at 6%; with 50% employer match about $139,055 at 4% or $92,703 at 6%; with 100% employer match about $104,291 at 4% or $69,527 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-11$316,117$91,776$8,343iApproximate average salary by contribution assumption: employee only about $208,582 at 4% or $139,055 at 6%; with 50% employer match about $139,055 at 4% or $92,703 at 6%; with 100% employer match about $104,291 at 4% or $69,527 at 6%.
2005111$217,771$109,200$9,927iApproximate average salary by contribution assumption: employee only about $248,182 at 4% or $165,455 at 6%; with 50% employer match about $165,455 at 4% or $110,303 at 6%; with 100% employer match about $124,091 at 4% or $82,727 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-11$217,771$109,200$9,927iApproximate average salary by contribution assumption: employee only about $248,182 at 4% or $165,455 at 6%; with 50% employer match about $165,455 at 4% or $110,303 at 6%; with 100% employer match about $124,091 at 4% or $82,727 at 6%.
2004113$98,605$90,787$6,984iApproximate average salary by contribution assumption: employee only about $174,590 at 4% or $116,394 at 6%; with 50% employer match about $116,394 at 4% or $77,596 at 6%; with 100% employer match about $87,295 at 4% or $58,197 at 6%.
Williams Co. Insurance Brokers Inc. 401(K) Profit Sharing Plan-13$98,605$90,787$6,984iApproximate average salary by contribution assumption: employee only about $174,590 at 4% or $116,394 at 6%; with 50% employer match about $116,394 at 4% or $77,596 at 6%; with 100% employer match about $87,295 at 4% or $58,197 at 6%.