Civic Intelligence

Ross Agency Inc.

Plan context: La Jolla Insurance Services Profit Sharing Plan

EIN 95-3242358 • Carlsbad, CA • 15 filings • 1 plans

3211 Sitio OceanoCarlsbad, CA 92009
Current Snapshot

Latest Year

2013

2013 Participants

6

2013 Assets

$1,917,771

2013 Contributions

$109,202

Historical Graphs

Total Assets Over Time

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

$1,917,771$958,886$0199920052012YearValue
$1,917,771Latest year 2012

Participants Over Time

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

740199920062012YearValue
6Latest year 2012

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
201310$0$0-
La Jolla Insurance Services Profit Sharing Plan-0$0--
201216$1,917,771$0-
La Jolla Insurance Services Profit Sharing Plan-6$1,917,771--
201117$1,880,708$109,202$15,600iApproximate average salary by contribution assumption: employee only about $390,007 at 4% or $260,005 at 6%; with 50% employer match about $260,005 at 4% or $173,337 at 6%; with 100% employer match about $195,004 at 4% or $130,002 at 6%.
La Jolla Insurance Services Profit Sharing Plan-7$1,880,708$109,202$15,600iApproximate average salary by contribution assumption: employee only about $390,007 at 4% or $260,005 at 6%; with 50% employer match about $260,005 at 4% or $173,337 at 6%; with 100% employer match about $195,004 at 4% or $130,002 at 6%.
201017$1,767,612$109,427$15,632iApproximate average salary by contribution assumption: employee only about $390,811 at 4% or $260,540 at 6%; with 50% employer match about $260,540 at 4% or $173,694 at 6%; with 100% employer match about $195,405 at 4% or $130,270 at 6%.
La Jolla Insurance Services Profit Sharing Plan-7$1,767,612$109,427$15,632iApproximate average salary by contribution assumption: employee only about $390,811 at 4% or $260,540 at 6%; with 50% employer match about $260,540 at 4% or $173,694 at 6%; with 100% employer match about $195,405 at 4% or $130,270 at 6%.
200917$1,556,952$107,715$15,388iApproximate average salary by contribution assumption: employee only about $384,696 at 4% or $256,464 at 6%; with 50% employer match about $256,464 at 4% or $170,976 at 6%; with 100% employer match about $192,348 at 4% or $128,232 at 6%.
La Jolla Insurance Services Profit Sharing Plan-7$1,556,952$107,715$15,388iApproximate average salary by contribution assumption: employee only about $384,696 at 4% or $256,464 at 6%; with 50% employer match about $256,464 at 4% or $170,976 at 6%; with 100% employer match about $192,348 at 4% or $128,232 at 6%.
200817$0$0-
La Jolla Insurance Services Profit Sharing Plan-7---
200715$0$0-
La Jolla Insurance Services Profit Sharing Plan-5---
200615$1,263,933$103,018$20,604iApproximate average salary by contribution assumption: employee only about $515,090 at 4% or $343,393 at 6%; with 50% employer match about $343,393 at 4% or $228,929 at 6%; with 100% employer match about $257,545 at 4% or $171,697 at 6%.
La Jolla Insurance Services Profit Sharing Plan-5$1,263,933$103,018$20,604iApproximate average salary by contribution assumption: employee only about $515,090 at 4% or $343,393 at 6%; with 50% employer match about $343,393 at 4% or $228,929 at 6%; with 100% employer match about $257,545 at 4% or $171,697 at 6%.
200515$1,026,578$93,139$18,628iApproximate average salary by contribution assumption: employee only about $465,695 at 4% or $310,463 at 6%; with 50% employer match about $310,463 at 4% or $206,976 at 6%; with 100% employer match about $232,848 at 4% or $155,232 at 6%.
La Jolla Insurance Services Profit Sharing Plan-5$1,026,578$93,139$18,628iApproximate average salary by contribution assumption: employee only about $465,695 at 4% or $310,463 at 6%; with 50% employer match about $310,463 at 4% or $206,976 at 6%; with 100% employer match about $232,848 at 4% or $155,232 at 6%.
200415$949,749$93,961$18,792iApproximate average salary by contribution assumption: employee only about $469,805 at 4% or $313,203 at 6%; with 50% employer match about $313,203 at 4% or $208,802 at 6%; with 100% employer match about $234,903 at 4% or $156,602 at 6%.
La Jolla Insurance Services Profit Sharing Plan-5$949,749$93,961$18,792iApproximate average salary by contribution assumption: employee only about $469,805 at 4% or $313,203 at 6%; with 50% employer match about $313,203 at 4% or $208,802 at 6%; with 100% employer match about $234,903 at 4% or $156,602 at 6%.
200316$789,249$96,152$16,025iApproximate average salary by contribution assumption: employee only about $400,633 at 4% or $267,089 at 6%; with 50% employer match about $267,089 at 4% or $178,059 at 6%; with 100% employer match about $200,317 at 4% or $133,544 at 6%.
La Jolla Insurance Services Profit Sharing Plan-6$789,249$96,152$16,025iApproximate average salary by contribution assumption: employee only about $400,633 at 4% or $267,089 at 6%; with 50% employer match about $267,089 at 4% or $178,059 at 6%; with 100% employer match about $200,317 at 4% or $133,544 at 6%.
200216$578,733$95,990$15,998iApproximate average salary by contribution assumption: employee only about $399,958 at 4% or $266,639 at 6%; with 50% employer match about $266,639 at 4% or $177,759 at 6%; with 100% employer match about $199,979 at 4% or $133,319 at 6%.
La Jolla Insurance Services Profit Sharing Plan-6$578,733$95,990$15,998iApproximate average salary by contribution assumption: employee only about $399,958 at 4% or $266,639 at 6%; with 50% employer match about $266,639 at 4% or $177,759 at 6%; with 100% employer match about $199,979 at 4% or $133,319 at 6%.
200110$497,697$57,433-
La Jolla Insurance Services Profit Sharing Plan-0$497,697$57,433-
200015$447,765$51,057$10,211iApproximate average salary by contribution assumption: employee only about $255,285 at 4% or $170,190 at 6%; with 50% employer match about $170,190 at 4% or $113,460 at 6%; with 100% employer match about $127,643 at 4% or $85,095 at 6%.
La Jolla Insurance Services Profit Sharing Plan-5$447,765$51,057$10,211iApproximate average salary by contribution assumption: employee only about $255,285 at 4% or $170,190 at 6%; with 50% employer match about $170,190 at 4% or $113,460 at 6%; with 100% employer match about $127,643 at 4% or $85,095 at 6%.
199916$405,791$55,758$9,293iApproximate average salary by contribution assumption: employee only about $232,325 at 4% or $154,883 at 6%; with 50% employer match about $154,883 at 4% or $103,256 at 6%; with 100% employer match about $116,163 at 4% or $77,442 at 6%.
La Jolla Insurance Services Profit Sharing Plan-6$405,791$55,758$9,293iApproximate average salary by contribution assumption: employee only about $232,325 at 4% or $154,883 at 6%; with 50% employer match about $154,883 at 4% or $103,256 at 6%; with 100% employer match about $116,163 at 4% or $77,442 at 6%.