Ashton-Phillips Insurance Services,
Plan context: Ashton-Phillips Insurance Services Inc. Profit Sharing Plan
EIN 95-3995716 • Los Angeles, CA • 25 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
2
2023 Assets
$5,378,991
2023 Contributions
$33,788
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 2 | $5,378,991 | $33,788 | $16,894iApproximate average salary by contribution assumption: employee only about $422,350 at 4% or $281,567 at 6%; with 50% employer match about $281,567 at 4% or $187,711 at 6%; with 100% employer match about $211,175 at 4% or $140,783 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $5,378,991 | $33,788 | $16,894iApproximate average salary by contribution assumption: employee only about $422,350 at 4% or $281,567 at 6%; with 50% employer match about $281,567 at 4% or $187,711 at 6%; with 100% employer match about $211,175 at 4% or $140,783 at 6%. |
| 2022 | 1 | 2 | $4,558,066 | $58,650 | $29,325iApproximate average salary by contribution assumption: employee only about $733,125 at 4% or $488,750 at 6%; with 50% employer match about $488,750 at 4% or $325,833 at 6%; with 100% employer match about $366,563 at 4% or $244,375 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $4,558,066 | $58,650 | $29,325iApproximate average salary by contribution assumption: employee only about $733,125 at 4% or $488,750 at 6%; with 50% employer match about $488,750 at 4% or $325,833 at 6%; with 100% employer match about $366,563 at 4% or $244,375 at 6%. |
| 2021 | 1 | 2 | $4,985,654 | $29,798 | $14,899iApproximate average salary by contribution assumption: employee only about $372,475 at 4% or $248,317 at 6%; with 50% employer match about $248,317 at 4% or $165,544 at 6%; with 100% employer match about $186,238 at 4% or $124,158 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $4,985,654 | $29,798 | $14,899iApproximate average salary by contribution assumption: employee only about $372,475 at 4% or $248,317 at 6%; with 50% employer match about $248,317 at 4% or $165,544 at 6%; with 100% employer match about $186,238 at 4% or $124,158 at 6%. |
| 2020 | 1 | 2 | $4,511,020 | $57,650 | $28,825iApproximate average salary by contribution assumption: employee only about $720,625 at 4% or $480,417 at 6%; with 50% employer match about $480,417 at 4% or $320,278 at 6%; with 100% employer match about $360,313 at 4% or $240,208 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $4,511,020 | $57,650 | $28,825iApproximate average salary by contribution assumption: employee only about $720,625 at 4% or $480,417 at 6%; with 50% employer match about $480,417 at 4% or $320,278 at 6%; with 100% employer match about $360,313 at 4% or $240,208 at 6%. |
| 2019 | 1 | 2 | $3,700,208 | $66,150 | $33,075iApproximate average salary by contribution assumption: employee only about $826,875 at 4% or $551,250 at 6%; with 50% employer match about $551,250 at 4% or $367,500 at 6%; with 100% employer match about $413,438 at 4% or $275,625 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $3,700,208 | $66,150 | $33,075iApproximate average salary by contribution assumption: employee only about $826,875 at 4% or $551,250 at 6%; with 50% employer match about $551,250 at 4% or $367,500 at 6%; with 100% employer match about $413,438 at 4% or $275,625 at 6%. |
| 2018 | 1 | 2 | $3,607,538 | $66,150 | $33,075iApproximate average salary by contribution assumption: employee only about $826,875 at 4% or $551,250 at 6%; with 50% employer match about $551,250 at 4% or $367,500 at 6%; with 100% employer match about $413,438 at 4% or $275,625 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $3,607,538 | $66,150 | $33,075iApproximate average salary by contribution assumption: employee only about $826,875 at 4% or $551,250 at 6%; with 50% employer match about $551,250 at 4% or $367,500 at 6%; with 100% employer match about $413,438 at 4% or $275,625 at 6%. |
| 2017 | 1 | 2 | $3,399,899 | $67,400 | $33,700iApproximate average salary by contribution assumption: employee only about $842,500 at 4% or $561,667 at 6%; with 50% employer match about $561,667 at 4% or $374,444 at 6%; with 100% employer match about $421,250 at 4% or $280,833 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $3,399,899 | $67,400 | $33,700iApproximate average salary by contribution assumption: employee only about $842,500 at 4% or $561,667 at 6%; with 50% employer match about $561,667 at 4% or $374,444 at 6%; with 100% employer match about $421,250 at 4% or $280,833 at 6%. |
| 2016 | 1 | 2 | $2,951,583 | $70,400 | $35,200iApproximate average salary by contribution assumption: employee only about $880,000 at 4% or $586,667 at 6%; with 50% employer match about $586,667 at 4% or $391,111 at 6%; with 100% employer match about $440,000 at 4% or $293,333 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $2,951,583 | $70,400 | $35,200iApproximate average salary by contribution assumption: employee only about $880,000 at 4% or $586,667 at 6%; with 50% employer match about $586,667 at 4% or $391,111 at 6%; with 100% employer match about $440,000 at 4% or $293,333 at 6%. |
| 2015 | 1 | 2 | $2,402,564 | $67,043 | $33,522iApproximate average salary by contribution assumption: employee only about $838,038 at 4% or $558,692 at 6%; with 50% employer match about $558,692 at 4% or $372,461 at 6%; with 100% employer match about $419,019 at 4% or $279,346 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $2,402,564 | $67,043 | $33,522iApproximate average salary by contribution assumption: employee only about $838,038 at 4% or $558,692 at 6%; with 50% employer match about $558,692 at 4% or $372,461 at 6%; with 100% employer match about $419,019 at 4% or $279,346 at 6%. |
| 2014 | 1 | 2 | $2,466,138 | $63,479 | $31,740iApproximate average salary by contribution assumption: employee only about $793,488 at 4% or $528,992 at 6%; with 50% employer match about $528,992 at 4% or $352,661 at 6%; with 100% employer match about $396,744 at 4% or $264,496 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $2,466,138 | $63,479 | $31,740iApproximate average salary by contribution assumption: employee only about $793,488 at 4% or $528,992 at 6%; with 50% employer match about $528,992 at 4% or $352,661 at 6%; with 100% employer match about $396,744 at 4% or $264,496 at 6%. |
| 2013 | 1 | 2 | $2,199,009 | $50,320 | $25,160iApproximate average salary by contribution assumption: employee only about $629,000 at 4% or $419,333 at 6%; with 50% employer match about $419,333 at 4% or $279,556 at 6%; with 100% employer match about $314,500 at 4% or $209,667 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $2,199,009 | $50,320 | $25,160iApproximate average salary by contribution assumption: employee only about $629,000 at 4% or $419,333 at 6%; with 50% employer match about $419,333 at 4% or $279,556 at 6%; with 100% employer match about $314,500 at 4% or $209,667 at 6%. |
| 2012 | 1 | 2 | $1,760,317 | $57,070 | $28,535iApproximate average salary by contribution assumption: employee only about $713,375 at 4% or $475,583 at 6%; with 50% employer match about $475,583 at 4% or $317,056 at 6%; with 100% employer match about $356,688 at 4% or $237,792 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,760,317 | $57,070 | $28,535iApproximate average salary by contribution assumption: employee only about $713,375 at 4% or $475,583 at 6%; with 50% employer match about $475,583 at 4% or $317,056 at 6%; with 100% employer match about $356,688 at 4% or $237,792 at 6%. |
| 2011 | 1 | 2 | $1,554,677 | $55,820 | $27,910iApproximate average salary by contribution assumption: employee only about $697,750 at 4% or $465,167 at 6%; with 50% employer match about $465,167 at 4% or $310,111 at 6%; with 100% employer match about $348,875 at 4% or $232,583 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,554,677 | $55,820 | $27,910iApproximate average salary by contribution assumption: employee only about $697,750 at 4% or $465,167 at 6%; with 50% employer match about $465,167 at 4% or $310,111 at 6%; with 100% employer match about $348,875 at 4% or $232,583 at 6%. |
| 2010 | 1 | 2 | $1,475,257 | $0 | - |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,475,257 | - | - |
| 2009 | 1 | 2 | $820,948 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $820,948 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2008 | 1 | 2 | $769,133 | $15,430 | $7,715iApproximate average salary by contribution assumption: employee only about $192,875 at 4% or $128,583 at 6%; with 50% employer match about $128,583 at 4% or $85,722 at 6%; with 100% employer match about $96,438 at 4% or $64,292 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $769,133 | $15,430 | $7,715iApproximate average salary by contribution assumption: employee only about $192,875 at 4% or $128,583 at 6%; with 50% employer match about $128,583 at 4% or $85,722 at 6%; with 100% employer match about $96,438 at 4% or $64,292 at 6%. |
| 2007 | 1 | 2 | $1,363,376 | $49,570 | $24,785iApproximate average salary by contribution assumption: employee only about $619,625 at 4% or $413,083 at 6%; with 50% employer match about $413,083 at 4% or $275,389 at 6%; with 100% employer match about $309,813 at 4% or $206,542 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,363,376 | $49,570 | $24,785iApproximate average salary by contribution assumption: employee only about $619,625 at 4% or $413,083 at 6%; with 50% employer match about $413,083 at 4% or $275,389 at 6%; with 100% employer match about $309,813 at 4% or $206,542 at 6%. |
| 2006 | 1 | 2 | $1,292,140 | $38,820 | $19,410iApproximate average salary by contribution assumption: employee only about $485,250 at 4% or $323,500 at 6%; with 50% employer match about $323,500 at 4% or $215,667 at 6%; with 100% employer match about $242,625 at 4% or $161,750 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,292,140 | $38,820 | $19,410iApproximate average salary by contribution assumption: employee only about $485,250 at 4% or $323,500 at 6%; with 50% employer match about $323,500 at 4% or $215,667 at 6%; with 100% employer match about $242,625 at 4% or $161,750 at 6%. |
| 2005 | 1 | 2 | $1,189,311 | $36,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $1,189,311 | $36,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2003 | 1 | 1 | $0 | $0 | - |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 1 | - | - | - |
| 2002 | 1 | 2 | $801,129 | $0 | - |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | $801,129 | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| ASHTON-PHILLIPS INSURANCE SERVICES,INC. MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| ASHTON-PHILLIPS INSURANCE SERVICES,INC. MONEY PURCHASE PENSION PLAN | - | 2 | - | - | - |
| Ashton-Phillips Insurance Services Inc. Profit Sharing Plan | - | 2 | - | - | - |