Civic Intelligence

R. Mccloskey Insurance Inc.

Plan context: R. Mccloskey Insurance Inc. Defined Benefit Pension Plan

EIN 95-3649969 • Santa Ana, CA • 21 filings • 6 plans

2540 Orange Ave Ste ASanta Ana, CA 92707-3544
Current Snapshot

Latest Year

2013

2013 Participants

23

2013 Assets

$3,498,854

2013 Contributions

$442,969

Historical Graphs

Total Assets Over Time

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

$3,498,854$1,749,427$0199920072013YearValue
$3,498,854Latest year 2013

Participants Over Time

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

46230199920062013YearValue
23Latest year 2013

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
2013123$3,498,854$442,969$19,260iApproximate average salary by contribution assumption: employee only about $481,488 at 4% or $320,992 at 6%; with 50% employer match about $320,992 at 4% or $213,995 at 6%; with 100% employer match about $240,744 at 4% or $160,496 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-23$3,498,854$442,969$19,260iApproximate average salary by contribution assumption: employee only about $481,488 at 4% or $320,992 at 6%; with 50% employer match about $320,992 at 4% or $213,995 at 6%; with 100% employer match about $240,744 at 4% or $160,496 at 6%.
2012120$2,738,701$307,980$15,399iApproximate average salary by contribution assumption: employee only about $384,975 at 4% or $256,650 at 6%; with 50% employer match about $256,650 at 4% or $171,100 at 6%; with 100% employer match about $192,488 at 4% or $128,325 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-20$2,738,701$307,980$15,399iApproximate average salary by contribution assumption: employee only about $384,975 at 4% or $256,650 at 6%; with 50% employer match about $256,650 at 4% or $171,100 at 6%; with 100% employer match about $192,488 at 4% or $128,325 at 6%.
2011121$2,199,144$278,754$13,274iApproximate average salary by contribution assumption: employee only about $331,850 at 4% or $221,233 at 6%; with 50% employer match about $221,233 at 4% or $147,489 at 6%; with 100% employer match about $165,925 at 4% or $110,617 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-21$2,199,144$278,754$13,274iApproximate average salary by contribution assumption: employee only about $331,850 at 4% or $221,233 at 6%; with 50% employer match about $221,233 at 4% or $147,489 at 6%; with 100% employer match about $165,925 at 4% or $110,617 at 6%.
2010120$1,963,494$139,067$6,953iApproximate average salary by contribution assumption: employee only about $173,834 at 4% or $115,889 at 6%; with 50% employer match about $115,889 at 4% or $77,259 at 6%; with 100% employer match about $86,917 at 4% or $57,945 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-20$1,963,494$139,067$6,953iApproximate average salary by contribution assumption: employee only about $173,834 at 4% or $115,889 at 6%; with 50% employer match about $115,889 at 4% or $77,259 at 6%; with 100% employer match about $86,917 at 4% or $57,945 at 6%.
2009118$1,688,829$247,917$13,773iApproximate average salary by contribution assumption: employee only about $344,329 at 4% or $229,553 at 6%; with 50% employer match about $229,553 at 4% or $153,035 at 6%; with 100% employer match about $172,165 at 4% or $114,776 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-18$1,688,829$247,917$13,773iApproximate average salary by contribution assumption: employee only about $344,329 at 4% or $229,553 at 6%; with 50% employer match about $229,553 at 4% or $153,035 at 6%; with 100% employer match about $172,165 at 4% or $114,776 at 6%.
2008117$1,179,769$248,975$14,646iApproximate average salary by contribution assumption: employee only about $366,140 at 4% or $244,093 at 6%; with 50% employer match about $244,093 at 4% or $162,729 at 6%; with 100% employer match about $183,070 at 4% or $122,047 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-17$1,179,769$248,975$14,646iApproximate average salary by contribution assumption: employee only about $366,140 at 4% or $244,093 at 6%; with 50% employer match about $244,093 at 4% or $162,729 at 6%; with 100% employer match about $183,070 at 4% or $122,047 at 6%.
2007118$1,405,665$252,651$14,036iApproximate average salary by contribution assumption: employee only about $350,904 at 4% or $233,936 at 6%; with 50% employer match about $233,936 at 4% or $155,957 at 6%; with 100% employer match about $175,452 at 4% or $116,968 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-18$1,405,665$252,651$14,036iApproximate average salary by contribution assumption: employee only about $350,904 at 4% or $233,936 at 6%; with 50% employer match about $233,936 at 4% or $155,957 at 6%; with 100% employer match about $175,452 at 4% or $116,968 at 6%.
2006121$974,076$103,061$4,908iApproximate average salary by contribution assumption: employee only about $122,692 at 4% or $81,794 at 6%; with 50% employer match about $81,794 at 4% or $54,530 at 6%; with 100% employer match about $61,346 at 4% or $40,897 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-21$974,076$103,061$4,908iApproximate average salary by contribution assumption: employee only about $122,692 at 4% or $81,794 at 6%; with 50% employer match about $81,794 at 4% or $54,530 at 6%; with 100% employer match about $61,346 at 4% or $40,897 at 6%.
2005117$751,796$224,248$13,191iApproximate average salary by contribution assumption: employee only about $329,776 at 4% or $219,851 at 6%; with 50% employer match about $219,851 at 4% or $146,567 at 6%; with 100% employer match about $164,888 at 4% or $109,925 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-17$751,796$224,248$13,191iApproximate average salary by contribution assumption: employee only about $329,776 at 4% or $219,851 at 6%; with 50% employer match about $219,851 at 4% or $146,567 at 6%; with 100% employer match about $164,888 at 4% or $109,925 at 6%.
2004134$820,263$107,421$3,159iApproximate average salary by contribution assumption: employee only about $78,986 at 4% or $52,657 at 6%; with 50% employer match about $52,657 at 4% or $35,105 at 6%; with 100% employer match about $39,493 at 4% or $26,329 at 6%.
R. Mccloskey Insurance Inc. 401K Profit Sharing Plan-34$820,263$107,421$3,159iApproximate average salary by contribution assumption: employee only about $78,986 at 4% or $52,657 at 6%; with 50% employer match about $52,657 at 4% or $35,105 at 6%; with 100% employer match about $39,493 at 4% or $26,329 at 6%.
2003229$655,254$88,020$3,035iApproximate average salary by contribution assumption: employee only about $75,879 at 4% or $50,586 at 6%; with 50% employer match about $50,586 at 4% or $33,724 at 6%; with 100% employer match about $37,940 at 4% or $25,293 at 6%.
R. Mccloskey Insurance Inc. 401K Profit Sharing Plan-29$655,254$88,020$3,035iApproximate average salary by contribution assumption: employee only about $75,879 at 4% or $50,586 at 6%; with 50% employer match about $50,586 at 4% or $33,724 at 6%; with 100% employer match about $37,940 at 4% or $25,293 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-0---
2002346$1,038,883$81,065$1,762iApproximate average salary by contribution assumption: employee only about $44,057 at 4% or $29,371 at 6%; with 50% employer match about $29,371 at 4% or $19,581 at 6%; with 100% employer match about $22,029 at 4% or $14,686 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-18$551,879--
R. Mccloskey Insurance Inc. 401K Profit Sharing Plan-46$487,004$81,065$1,762iApproximate average salary by contribution assumption: employee only about $44,057 at 4% or $29,371 at 6%; with 50% employer match about $29,371 at 4% or $19,581 at 6%; with 100% employer match about $22,029 at 4% or $14,686 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-15---
2001236$0$0-
R. Mccloskey Insurance Inc. 401K Profit Sharing Plan-36---
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-18---
2000237$0$0-
R. Mccloskey Insurance Inc. 401K Profit Sharing Plan-37---
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-18---
1999230$472,453$286,039$9,535iApproximate average salary by contribution assumption: employee only about $238,366 at 4% or $158,911 at 6%; with 50% employer match about $158,911 at 4% or $105,940 at 6%; with 100% employer match about $119,183 at 4% or $79,455 at 6%.
R. Mccloskey Insurance Inc. Defined Benefit Pension Plan-21$295,253$180,191$8,581iApproximate average salary by contribution assumption: employee only about $214,513 at 4% or $143,009 at 6%; with 50% employer match about $143,009 at 4% or $95,339 at 6%; with 100% employer match about $107,257 at 4% or $71,504 at 6%.
R. Mccloskey Insurance Inc. 401K Profit Sharing Plan-30$177,200$105,848$3,528iApproximate average salary by contribution assumption: employee only about $88,207 at 4% or $58,804 at 6%; with 50% employer match about $58,804 at 4% or $39,203 at 6%; with 100% employer match about $44,103 at 4% or $29,402 at 6%.