Civic Intelligence

Hartley Scott & Knierim Insurance Services

Plan context: Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan

EIN 95-3284318 • San Diego, CA • 23 filings • 6 plans

2747 University AveSan Diego, CA 92104-2811
Current Snapshot

Latest Year

2022

2022 Participants

21

2022 Assets

$3,936,810

2022 Contributions

$90,937

Historical Graphs

Total Assets Over Time

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

$5,271,689$2,635,845$0199920152022YearValue
$3,936,810Latest year 2022

Participants Over Time

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

42210199920122022YearValue
21Latest year 2022

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
2022121$3,936,810$90,937$4,330iApproximate average salary by contribution assumption: employee only about $108,258 at 4% or $72,172 at 6%; with 50% employer match about $72,172 at 4% or $48,115 at 6%; with 100% employer match about $54,129 at 4% or $36,086 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-21$3,936,810$90,937$4,330iApproximate average salary by contribution assumption: employee only about $108,258 at 4% or $72,172 at 6%; with 50% employer match about $72,172 at 4% or $48,115 at 6%; with 100% employer match about $54,129 at 4% or $36,086 at 6%.
2021125$3,819,045$137,682$5,507iApproximate average salary by contribution assumption: employee only about $137,682 at 4% or $91,788 at 6%; with 50% employer match about $91,788 at 4% or $61,192 at 6%; with 100% employer match about $68,841 at 4% or $45,894 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-25$3,819,045$137,682$5,507iApproximate average salary by contribution assumption: employee only about $137,682 at 4% or $91,788 at 6%; with 50% employer match about $91,788 at 4% or $61,192 at 6%; with 100% employer match about $68,841 at 4% or $45,894 at 6%.
2020126$5,271,689$153,688$5,911iApproximate average salary by contribution assumption: employee only about $147,777 at 4% or $98,518 at 6%; with 50% employer match about $98,518 at 4% or $65,679 at 6%; with 100% employer match about $73,888 at 4% or $49,259 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-26$5,271,689$153,688$5,911iApproximate average salary by contribution assumption: employee only about $147,777 at 4% or $98,518 at 6%; with 50% employer match about $98,518 at 4% or $65,679 at 6%; with 100% employer match about $73,888 at 4% or $49,259 at 6%.
2019127$4,101,751$134,914$4,997iApproximate average salary by contribution assumption: employee only about $124,920 at 4% or $83,280 at 6%; with 50% employer match about $83,280 at 4% or $55,520 at 6%; with 100% employer match about $62,460 at 4% or $41,640 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-27$4,101,751$134,914$4,997iApproximate average salary by contribution assumption: employee only about $124,920 at 4% or $83,280 at 6%; with 50% employer match about $83,280 at 4% or $55,520 at 6%; with 100% employer match about $62,460 at 4% or $41,640 at 6%.
2018130$4,163,934$149,751$4,992iApproximate average salary by contribution assumption: employee only about $124,793 at 4% or $83,195 at 6%; with 50% employer match about $83,195 at 4% or $55,463 at 6%; with 100% employer match about $62,396 at 4% or $41,598 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-30$4,163,934$149,751$4,992iApproximate average salary by contribution assumption: employee only about $124,793 at 4% or $83,195 at 6%; with 50% employer match about $83,195 at 4% or $55,463 at 6%; with 100% employer match about $62,396 at 4% or $41,598 at 6%.
2017130$3,682,287$142,436$4,748iApproximate average salary by contribution assumption: employee only about $118,697 at 4% or $79,131 at 6%; with 50% employer match about $79,131 at 4% or $52,754 at 6%; with 100% employer match about $59,348 at 4% or $39,566 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-30$3,682,287$142,436$4,748iApproximate average salary by contribution assumption: employee only about $118,697 at 4% or $79,131 at 6%; with 50% employer match about $79,131 at 4% or $52,754 at 6%; with 100% employer match about $59,348 at 4% or $39,566 at 6%.
2016129$4,662,215$119,007$4,104iApproximate average salary by contribution assumption: employee only about $102,592 at 4% or $68,395 at 6%; with 50% employer match about $68,395 at 4% or $45,597 at 6%; with 100% employer match about $51,296 at 4% or $34,197 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-29$4,662,215$119,007$4,104iApproximate average salary by contribution assumption: employee only about $102,592 at 4% or $68,395 at 6%; with 50% employer match about $68,395 at 4% or $45,597 at 6%; with 100% employer match about $51,296 at 4% or $34,197 at 6%.
2015129$3,838,493$90,843$3,133iApproximate average salary by contribution assumption: employee only about $78,313 at 4% or $52,209 at 6%; with 50% employer match about $52,209 at 4% or $34,806 at 6%; with 100% employer match about $39,156 at 4% or $26,104 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-29$3,838,493$90,843$3,133iApproximate average salary by contribution assumption: employee only about $78,313 at 4% or $52,209 at 6%; with 50% employer match about $52,209 at 4% or $34,806 at 6%; with 100% employer match about $39,156 at 4% or $26,104 at 6%.
2014131$3,878,004$122,114$3,939iApproximate average salary by contribution assumption: employee only about $98,479 at 4% or $65,653 at 6%; with 50% employer match about $65,653 at 4% or $43,768 at 6%; with 100% employer match about $49,240 at 4% or $32,826 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-31$3,878,004$122,114$3,939iApproximate average salary by contribution assumption: employee only about $98,479 at 4% or $65,653 at 6%; with 50% employer match about $65,653 at 4% or $43,768 at 6%; with 100% employer match about $49,240 at 4% or $32,826 at 6%.
2013134$4,639,150$187,988$5,529iApproximate average salary by contribution assumption: employee only about $138,226 at 4% or $92,151 at 6%; with 50% employer match about $92,151 at 4% or $61,434 at 6%; with 100% employer match about $69,113 at 4% or $46,075 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-34$4,639,150$187,988$5,529iApproximate average salary by contribution assumption: employee only about $138,226 at 4% or $92,151 at 6%; with 50% employer match about $92,151 at 4% or $61,434 at 6%; with 100% employer match about $69,113 at 4% or $46,075 at 6%.
2012136$4,274,460$211,378$5,872iApproximate average salary by contribution assumption: employee only about $146,790 at 4% or $97,860 at 6%; with 50% employer match about $97,860 at 4% or $65,240 at 6%; with 100% employer match about $73,395 at 4% or $48,930 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-36$4,274,460$211,378$5,872iApproximate average salary by contribution assumption: employee only about $146,790 at 4% or $97,860 at 6%; with 50% employer match about $97,860 at 4% or $65,240 at 6%; with 100% employer match about $73,395 at 4% or $48,930 at 6%.
2011137$3,611,932$238,027$6,433iApproximate average salary by contribution assumption: employee only about $160,829 at 4% or $107,219 at 6%; with 50% employer match about $107,219 at 4% or $71,480 at 6%; with 100% employer match about $80,415 at 4% or $53,610 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-37$3,611,932$238,027$6,433iApproximate average salary by contribution assumption: employee only about $160,829 at 4% or $107,219 at 6%; with 50% employer match about $107,219 at 4% or $71,480 at 6%; with 100% employer match about $80,415 at 4% or $53,610 at 6%.
2010139$3,289,668$218,970$5,615iApproximate average salary by contribution assumption: employee only about $140,365 at 4% or $93,577 at 6%; with 50% employer match about $93,577 at 4% or $62,385 at 6%; with 100% employer match about $70,183 at 4% or $46,788 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-39$3,289,668$218,970$5,615iApproximate average salary by contribution assumption: employee only about $140,365 at 4% or $93,577 at 6%; with 50% employer match about $93,577 at 4% or $62,385 at 6%; with 100% employer match about $70,183 at 4% or $46,788 at 6%.
2009242$3,565,285$239,506$5,703iApproximate average salary by contribution assumption: employee only about $142,563 at 4% or $95,042 at 6%; with 50% employer match about $95,042 at 4% or $63,361 at 6%; with 100% employer match about $71,282 at 4% or $47,521 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-42$3,565,285$239,506$5,703iApproximate average salary by contribution assumption: employee only about $142,563 at 4% or $95,042 at 6%; with 50% employer match about $95,042 at 4% or $63,361 at 6%; with 100% employer match about $71,282 at 4% or $47,521 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-----
2007134$0$0-
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-34---
2006129$0$0-
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-29---
2004130$2,053,957$210,511$7,017iApproximate average salary by contribution assumption: employee only about $175,426 at 4% or $116,951 at 6%; with 50% employer match about $116,951 at 4% or $77,967 at 6%; with 100% employer match about $87,713 at 4% or $58,475 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-30$2,053,957$210,511$7,017iApproximate average salary by contribution assumption: employee only about $175,426 at 4% or $116,951 at 6%; with 50% employer match about $116,951 at 4% or $77,967 at 6%; with 100% employer match about $87,713 at 4% or $58,475 at 6%.
2003128$0$0-
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-28---
2002125$0$0-
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-25---
2001129$0$0-
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-29---
2000125$0$0-
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-25---
1999124$1,101,359$100,943$4,206iApproximate average salary by contribution assumption: employee only about $105,149 at 4% or $70,099 at 6%; with 50% employer match about $70,099 at 4% or $46,733 at 6%; with 100% employer match about $52,574 at 4% or $35,050 at 6%.
Hartley, Scott & Knierim Insurance Services Inc 401K Profit Sharing Plan-24$1,101,359$100,943$4,206iApproximate average salary by contribution assumption: employee only about $105,149 at 4% or $70,099 at 6%; with 50% employer match about $70,099 at 4% or $46,733 at 6%; with 100% employer match about $52,574 at 4% or $35,050 at 6%.