Civic Intelligence

Culbertson Insurance Services Inc.

Plan context: Culbertson Insurance Services Inc. Profit Sharing Plan

EIN 95-3848131 • Anaheim, CA • 16 filings • 3 plans

5500 E. Santa Ana Canyon RoadSuite 201Anaheim, CA 92807
Current Snapshot

Latest Year

2014

2014 Participants

7

2014 Assets

$1,841,354

2014 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$1,841,354$920,677$0199920062013YearValue
$1,841,354Latest year 2013

Participants Over Time

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

740199920062013YearValue
7Latest 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
201410$0$0-
Culbertson Insurance Services Inc. Profit Sharing Plan-0$0--
201317$1,841,354$0-
Culbertson Insurance Services Inc. Profit Sharing Plan-7$1,841,354$0-
201217$1,800,798$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-7$1,800,798$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
201117$1,663,848$92,000$13,143iApproximate average salary by contribution assumption: employee only about $328,571 at 4% or $219,048 at 6%; with 50% employer match about $219,048 at 4% or $146,032 at 6%; with 100% employer match about $164,286 at 4% or $109,524 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-7$1,663,848$92,000$13,143iApproximate average salary by contribution assumption: employee only about $328,571 at 4% or $219,048 at 6%; with 50% employer match about $219,048 at 4% or $146,032 at 6%; with 100% employer match about $164,286 at 4% or $109,524 at 6%.
201016$1,572,968$76,224$12,704iApproximate average salary by contribution assumption: employee only about $317,600 at 4% or $211,733 at 6%; with 50% employer match about $211,733 at 4% or $141,156 at 6%; with 100% employer match about $158,800 at 4% or $105,867 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-6$1,572,968$76,224$12,704iApproximate average salary by contribution assumption: employee only about $317,600 at 4% or $211,733 at 6%; with 50% employer match about $211,733 at 4% or $141,156 at 6%; with 100% employer match about $158,800 at 4% or $105,867 at 6%.
200917$1,376,777$61,000$8,714iApproximate average salary by contribution assumption: employee only about $217,857 at 4% or $145,238 at 6%; with 50% employer match about $145,238 at 4% or $96,825 at 6%; with 100% employer match about $108,929 at 4% or $72,619 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-7$1,376,777$61,000$8,714iApproximate average salary by contribution assumption: employee only about $217,857 at 4% or $145,238 at 6%; with 50% employer match about $145,238 at 4% or $96,825 at 6%; with 100% employer match about $108,929 at 4% or $72,619 at 6%.
200815$1,232,777$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-5$1,232,777$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200717$1,189,518$117,081$16,726iApproximate average salary by contribution assumption: employee only about $418,146 at 4% or $278,764 at 6%; with 50% employer match about $278,764 at 4% or $185,843 at 6%; with 100% employer match about $209,073 at 4% or $139,382 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-7$1,189,518$117,081$16,726iApproximate average salary by contribution assumption: employee only about $418,146 at 4% or $278,764 at 6%; with 50% employer match about $278,764 at 4% or $185,843 at 6%; with 100% employer match about $209,073 at 4% or $139,382 at 6%.
200615$1,043,661$108,398$21,680iApproximate average salary by contribution assumption: employee only about $541,990 at 4% or $361,327 at 6%; with 50% employer match about $361,327 at 4% or $240,884 at 6%; with 100% employer match about $270,995 at 4% or $180,663 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-5$1,043,661$108,398$21,680iApproximate average salary by contribution assumption: employee only about $541,990 at 4% or $361,327 at 6%; with 50% employer match about $361,327 at 4% or $240,884 at 6%; with 100% employer match about $270,995 at 4% or $180,663 at 6%.
200516$843,522$77,220$12,870iApproximate average salary by contribution assumption: employee only about $321,750 at 4% or $214,500 at 6%; with 50% employer match about $214,500 at 4% or $143,000 at 6%; with 100% employer match about $160,875 at 4% or $107,250 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-6$843,522$77,220$12,870iApproximate average salary by contribution assumption: employee only about $321,750 at 4% or $214,500 at 6%; with 50% employer match about $214,500 at 4% or $143,000 at 6%; with 100% employer match about $160,875 at 4% or $107,250 at 6%.
200416$785,960$86,886$14,481iApproximate average salary by contribution assumption: employee only about $362,025 at 4% or $241,350 at 6%; with 50% employer match about $241,350 at 4% or $160,900 at 6%; with 100% employer match about $181,013 at 4% or $120,675 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-6$785,960$86,886$14,481iApproximate average salary by contribution assumption: employee only about $362,025 at 4% or $241,350 at 6%; with 50% employer match about $241,350 at 4% or $160,900 at 6%; with 100% employer match about $181,013 at 4% or $120,675 at 6%.
200315$710,477$77,560$15,512iApproximate average salary by contribution assumption: employee only about $387,800 at 4% or $258,533 at 6%; with 50% employer match about $258,533 at 4% or $172,356 at 6%; with 100% employer match about $193,900 at 4% or $129,267 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-5$710,477$77,560$15,512iApproximate average salary by contribution assumption: employee only about $387,800 at 4% or $258,533 at 6%; with 50% employer match about $258,533 at 4% or $172,356 at 6%; with 100% employer match about $193,900 at 4% or $129,267 at 6%.
200216$590,072$63,661$10,610iApproximate average salary by contribution assumption: employee only about $265,254 at 4% or $176,836 at 6%; with 50% employer match about $176,836 at 4% or $117,891 at 6%; with 100% employer match about $132,627 at 4% or $88,418 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-6$590,072$63,661$10,610iApproximate average salary by contribution assumption: employee only about $265,254 at 4% or $176,836 at 6%; with 50% employer match about $176,836 at 4% or $117,891 at 6%; with 100% employer match about $132,627 at 4% or $88,418 at 6%.
200116$671,150$77,628$12,938iApproximate average salary by contribution assumption: employee only about $323,450 at 4% or $215,633 at 6%; with 50% employer match about $215,633 at 4% or $143,756 at 6%; with 100% employer match about $161,725 at 4% or $107,817 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-6$671,150$77,628$12,938iApproximate average salary by contribution assumption: employee only about $323,450 at 4% or $215,633 at 6%; with 50% employer match about $215,633 at 4% or $143,756 at 6%; with 100% employer match about $161,725 at 4% or $107,817 at 6%.
200017$675,919$72,559$10,366iApproximate average salary by contribution assumption: employee only about $259,139 at 4% or $172,760 at 6%; with 50% employer match about $172,760 at 4% or $115,173 at 6%; with 100% employer match about $129,570 at 4% or $86,380 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-7$675,919$72,559$10,366iApproximate average salary by contribution assumption: employee only about $259,139 at 4% or $172,760 at 6%; with 50% employer match about $172,760 at 4% or $115,173 at 6%; with 100% employer match about $129,570 at 4% or $86,380 at 6%.
199917$723,260$67,052$9,579iApproximate average salary by contribution assumption: employee only about $239,471 at 4% or $159,648 at 6%; with 50% employer match about $159,648 at 4% or $106,432 at 6%; with 100% employer match about $119,736 at 4% or $79,824 at 6%.
Culbertson Insurance Services Inc. Profit Sharing Plan-7$723,260$67,052$9,579iApproximate average salary by contribution assumption: employee only about $239,471 at 4% or $159,648 at 6%; with 50% employer match about $159,648 at 4% or $106,432 at 6%; with 100% employer match about $119,736 at 4% or $79,824 at 6%.