Civic Intelligence

Kirby Yaleinsurance Service

Plan context: YALE INSURANCE SERVICE, INC. DEFINED BENEFIT PENSION PLAN

EIN 95-3926858 • Somis, CA • 21 filings • 5 plans

P.O. Box 119Somis, CA 93066
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$1,043,458

2018 Contributions

$31,189

Historical Graphs

Total Assets Over Time

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

$2,017,355$1,008,678$0199920092017YearValue
$1,043,458Latest year 2017

Participants Over Time

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

320199920082017YearValue
3Latest year 2017

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
201810$0$31,189-
YALE INSURANCE SERVICE, INC. DEFINED BENEFIT PENSION PLAN-0$0$31,189-
201713$1,043,458$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
YALE INSURANCE SERVICE, INC. DEFINED BENEFIT PENSION PLAN-3$1,043,458$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
201613$713,237$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
YALE INSURANCE SERVICE, INC. DEFINED BENEFIT PENSION PLAN-3$713,237$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
201513$437,089$228,297$76,099iApproximate average salary by contribution assumption: employee only about $1,902,475 at 4% or $1,268,317 at 6%; with 50% employer match about $1,268,317 at 4% or $845,544 at 6%; with 100% employer match about $951,238 at 4% or $634,158 at 6%.
YALE INSURANCE SERVICE, INC. DEFINED BENEFIT PENSION PLAN-3$437,089$228,297$76,099iApproximate average salary by contribution assumption: employee only about $1,902,475 at 4% or $1,268,317 at 6%; with 50% employer match about $1,268,317 at 4% or $845,544 at 6%; with 100% employer match about $951,238 at 4% or $634,158 at 6%.
201413$214,000$214,000$71,333iApproximate average salary by contribution assumption: employee only about $1,783,333 at 4% or $1,188,889 at 6%; with 50% employer match about $1,188,889 at 4% or $792,593 at 6%; with 100% employer match about $891,667 at 4% or $594,444 at 6%.
YALE INSURANCE SERVICE, INC. DEFINED BENEFIT PENSION PLAN-3$214,000$214,000$71,333iApproximate average salary by contribution assumption: employee only about $1,783,333 at 4% or $1,188,889 at 6%; with 50% employer match about $1,188,889 at 4% or $792,593 at 6%; with 100% employer match about $891,667 at 4% or $594,444 at 6%.
201313$2,017,355$56,406$18,802iApproximate average salary by contribution assumption: employee only about $470,050 at 4% or $313,367 at 6%; with 50% employer match about $313,367 at 4% or $208,911 at 6%; with 100% employer match about $235,025 at 4% or $156,683 at 6%.
Kirby Yale Pension Plan-3$2,017,355$56,406$18,802iApproximate average salary by contribution assumption: employee only about $470,050 at 4% or $313,367 at 6%; with 50% employer match about $313,367 at 4% or $208,911 at 6%; with 100% employer match about $235,025 at 4% or $156,683 at 6%.
201213$1,718,754$54,722$18,241iApproximate average salary by contribution assumption: employee only about $456,017 at 4% or $304,011 at 6%; with 50% employer match about $304,011 at 4% or $202,674 at 6%; with 100% employer match about $228,008 at 4% or $152,006 at 6%.
Kirby Yale Pension Plan-3$1,718,754$54,722$18,241iApproximate average salary by contribution assumption: employee only about $456,017 at 4% or $304,011 at 6%; with 50% employer match about $304,011 at 4% or $202,674 at 6%; with 100% employer match about $228,008 at 4% or $152,006 at 6%.
201113$1,490,885$53,416$17,805iApproximate average salary by contribution assumption: employee only about $445,133 at 4% or $296,756 at 6%; with 50% employer match about $296,756 at 4% or $197,837 at 6%; with 100% employer match about $222,567 at 4% or $148,378 at 6%.
Kirby Yale Pension Plan-3$1,490,885$53,416$17,805iApproximate average salary by contribution assumption: employee only about $445,133 at 4% or $296,756 at 6%; with 50% employer match about $296,756 at 4% or $197,837 at 6%; with 100% employer match about $222,567 at 4% or $148,378 at 6%.
201013$1,479,258$53,286$17,762iApproximate average salary by contribution assumption: employee only about $444,050 at 4% or $296,033 at 6%; with 50% employer match about $296,033 at 4% or $197,356 at 6%; with 100% employer match about $222,025 at 4% or $148,017 at 6%.
Kirby Yale Pension Plan-3$1,479,258$53,286$17,762iApproximate average salary by contribution assumption: employee only about $444,050 at 4% or $296,033 at 6%; with 50% employer match about $296,033 at 4% or $197,356 at 6%; with 100% employer match about $222,025 at 4% or $148,017 at 6%.
200913$1,211,465$52,985$17,662iApproximate average salary by contribution assumption: employee only about $441,542 at 4% or $294,361 at 6%; with 50% employer match about $294,361 at 4% or $196,241 at 6%; with 100% employer match about $220,771 at 4% or $147,181 at 6%.
Kirby Yale Pension Plan-3$1,211,465$52,985$17,662iApproximate average salary by contribution assumption: employee only about $441,542 at 4% or $294,361 at 6%; with 50% employer match about $294,361 at 4% or $196,241 at 6%; with 100% employer match about $220,771 at 4% or $147,181 at 6%.
200813$887,596$49,763$16,588iApproximate average salary by contribution assumption: employee only about $414,692 at 4% or $276,461 at 6%; with 50% employer match about $276,461 at 4% or $184,307 at 6%; with 100% employer match about $207,346 at 4% or $138,231 at 6%.
Kirby Yale Pension Plan-3$887,596$49,763$16,588iApproximate average salary by contribution assumption: employee only about $414,692 at 4% or $276,461 at 6%; with 50% employer match about $276,461 at 4% or $184,307 at 6%; with 100% employer match about $207,346 at 4% or $138,231 at 6%.
200713$1,240,425$48,234$16,078iApproximate average salary by contribution assumption: employee only about $401,950 at 4% or $267,967 at 6%; with 50% employer match about $267,967 at 4% or $178,644 at 6%; with 100% employer match about $200,975 at 4% or $133,983 at 6%.
Kirby Yale Pension Plan-3$1,240,425$48,234$16,078iApproximate average salary by contribution assumption: employee only about $401,950 at 4% or $267,967 at 6%; with 50% employer match about $267,967 at 4% or $178,644 at 6%; with 100% employer match about $200,975 at 4% or $133,983 at 6%.
200613$1,175,468$47,046$15,682iApproximate average salary by contribution assumption: employee only about $392,050 at 4% or $261,367 at 6%; with 50% employer match about $261,367 at 4% or $174,244 at 6%; with 100% employer match about $196,025 at 4% or $130,683 at 6%.
Kirby Yale Pension Plan-3$1,175,468$47,046$15,682iApproximate average salary by contribution assumption: employee only about $392,050 at 4% or $261,367 at 6%; with 50% employer match about $261,367 at 4% or $174,244 at 6%; with 100% employer match about $196,025 at 4% or $130,683 at 6%.
200513$999,919$43,446$14,482iApproximate average salary by contribution assumption: employee only about $362,050 at 4% or $241,367 at 6%; with 50% employer match about $241,367 at 4% or $160,911 at 6%; with 100% employer match about $181,025 at 4% or $120,683 at 6%.
Kirby Yale Pension Plan-3$999,919$43,446$14,482iApproximate average salary by contribution assumption: employee only about $362,050 at 4% or $241,367 at 6%; with 50% employer match about $241,367 at 4% or $160,911 at 6%; with 100% employer match about $181,025 at 4% or $120,683 at 6%.
200412$956,607$38,274$19,137iApproximate average salary by contribution assumption: employee only about $478,425 at 4% or $318,950 at 6%; with 50% employer match about $318,950 at 4% or $212,633 at 6%; with 100% employer match about $239,213 at 4% or $159,475 at 6%.
Kirby Yale Pension Plan-2$956,607$38,274$19,137iApproximate average salary by contribution assumption: employee only about $478,425 at 4% or $318,950 at 6%; with 50% employer match about $318,950 at 4% or $212,633 at 6%; with 100% employer match about $239,213 at 4% or $159,475 at 6%.
200312$829,493$33,473$16,737iApproximate average salary by contribution assumption: employee only about $418,413 at 4% or $278,942 at 6%; with 50% employer match about $278,942 at 4% or $185,961 at 6%; with 100% employer match about $209,206 at 4% or $139,471 at 6%.
Kirby Yale Pension Plan-2$829,493$33,473$16,737iApproximate average salary by contribution assumption: employee only about $418,413 at 4% or $278,942 at 6%; with 50% employer match about $278,942 at 4% or $185,961 at 6%; with 100% employer match about $209,206 at 4% or $139,471 at 6%.
200212$0$0-
Kirby Yale Pension Plan-2---
200112$0$0-
Kirby Yale Pension Plan-2---
200012$731,907$32,253$16,127iApproximate average salary by contribution assumption: employee only about $403,163 at 4% or $268,775 at 6%; with 50% employer match about $268,775 at 4% or $179,183 at 6%; with 100% employer match about $201,581 at 4% or $134,388 at 6%.
Kirby Yale Pension Plan-2$731,907$32,253$16,127iApproximate average salary by contribution assumption: employee only about $403,163 at 4% or $268,775 at 6%; with 50% employer match about $268,775 at 4% or $179,183 at 6%; with 100% employer match about $201,581 at 4% or $134,388 at 6%.
199923$642,612$33,243$11,081iApproximate average salary by contribution assumption: employee only about $277,025 at 4% or $184,683 at 6%; with 50% employer match about $184,683 at 4% or $123,122 at 6%; with 100% employer match about $138,513 at 4% or $92,342 at 6%.
Kirby Yale Pension Plan-3$642,612$33,243$11,081iApproximate average salary by contribution assumption: employee only about $277,025 at 4% or $184,683 at 6%; with 50% employer match about $184,683 at 4% or $123,122 at 6%; with 100% employer match about $138,513 at 4% or $92,342 at 6%.
Kirby Yale Profit Sharing Plan-3---