Civic Intelligence

Sullivan Curtis Monroe Insurance Services LLC

Plan context: Sullivancurtismonroe 401(K)Plan

EIN 95-4076864 • 37 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

145

2024 Assets

$22,861,023

2024 Contributions

$1,374,474

Historical Graphs

Total Assets Over Time

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

$23,454,110$11,727,055$0200920152020YearValue
$22,861,023Latest year 2020

Participants Over Time

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

188940200120132024YearValue
145Latest year 2024

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
20241145$0$0-
Sullivan Curtis Monroe Welfare Benefits Plan-145---
20231139$0$0-
Sullivan Curtis Monroe Welfare Benefits Plan-139---
20221141$0$0-
Sullivan Curtis Monroe Welfare Benefits Plan-141---
20211122$0$0-
Sullivan Curtis Monroe Welfare Benefits Plan-122---
20203141$22,861,023$1,374,474$9,748iApproximate average salary by contribution assumption: employee only about $243,701 at 4% or $162,467 at 6%; with 50% employer match about $162,467 at 4% or $108,312 at 6%; with 100% employer match about $121,851 at 4% or $81,234 at 6%.
Sullivancurtismonroe 401(K)Plan-141$22,861,023$1,374,474$9,748iApproximate average salary by contribution assumption: employee only about $243,701 at 4% or $162,467 at 6%; with 50% employer match about $162,467 at 4% or $108,312 at 6%; with 100% employer match about $121,851 at 4% or $81,234 at 6%.
Sullivan Curtis Monroe Welfare Benefits Plan-119---
Sullivancurtismonroe 401(K)Plan-0---
20192158$23,454,110$1,569,121$9,931iApproximate average salary by contribution assumption: employee only about $248,279 at 4% or $165,519 at 6%; with 50% employer match about $165,519 at 4% or $110,346 at 6%; with 100% employer match about $124,139 at 4% or $82,760 at 6%.
Sullivancurtismonroe 401(K)Plan-158$23,454,110$1,569,121$9,931iApproximate average salary by contribution assumption: employee only about $248,279 at 4% or $165,519 at 6%; with 50% employer match about $165,519 at 4% or $110,346 at 6%; with 100% employer match about $124,139 at 4% or $82,760 at 6%.
Sullivan Curtis Monroe Welfare Benefits Plan-155---
20182168$20,326,326$2,339,602$13,926iApproximate average salary by contribution assumption: employee only about $348,155 at 4% or $232,103 at 6%; with 50% employer match about $232,103 at 4% or $154,736 at 6%; with 100% employer match about $174,078 at 4% or $116,052 at 6%.
Sullivancurtismonroe 401(K)Plan-168$20,326,326$2,339,602$13,926iApproximate average salary by contribution assumption: employee only about $348,155 at 4% or $232,103 at 6%; with 50% employer match about $232,103 at 4% or $154,736 at 6%; with 100% employer match about $174,078 at 4% or $116,052 at 6%.
Sullivan Curtis Monroe Welfare Benefits Plan-164---
20172169$22,036,783$1,514,524$8,962iApproximate average salary by contribution assumption: employee only about $224,042 at 4% or $149,361 at 6%; with 50% employer match about $149,361 at 4% or $99,574 at 6%; with 100% employer match about $112,021 at 4% or $74,681 at 6%.
Sullivancurtismonroe 401(K)Plan-169$22,036,783$1,514,524$8,962iApproximate average salary by contribution assumption: employee only about $224,042 at 4% or $149,361 at 6%; with 50% employer match about $149,361 at 4% or $99,574 at 6%; with 100% employer match about $112,021 at 4% or $74,681 at 6%.
Sullivan Curtis Monroe Welfare Benefits Plan-168---
20162172$20,374,856$1,337,251$7,775iApproximate average salary by contribution assumption: employee only about $194,368 at 4% or $129,579 at 6%; with 50% employer match about $129,579 at 4% or $86,386 at 6%; with 100% employer match about $97,184 at 4% or $64,789 at 6%.
Sullivancurtismonroe 401(K)Plan-172$20,374,856$1,337,251$7,775iApproximate average salary by contribution assumption: employee only about $194,368 at 4% or $129,579 at 6%; with 50% employer match about $129,579 at 4% or $86,386 at 6%; with 100% employer match about $97,184 at 4% or $64,789 at 6%.
Sullivan Curtis Monroe Welfare Benefits Plan-166---
20152176$19,532,650$1,379,928$7,841iApproximate average salary by contribution assumption: employee only about $196,013 at 4% or $130,675 at 6%; with 50% employer match about $130,675 at 4% or $87,117 at 6%; with 100% employer match about $98,006 at 4% or $65,338 at 6%.
Sullivancurtismonroe 401(K)Plan-170$19,532,650$1,379,928$8,117iApproximate average salary by contribution assumption: employee only about $202,931 at 4% or $135,287 at 6%; with 50% employer match about $135,287 at 4% or $90,191 at 6%; with 100% employer match about $101,465 at 4% or $67,644 at 6%.
Sullivan Curtis Monroe Welfare Benefits Plan-176---
20142169$20,434,863$1,505,767$8,910iApproximate average salary by contribution assumption: employee only about $222,747 at 4% or $148,498 at 6%; with 50% employer match about $148,498 at 4% or $98,998 at 6%; with 100% employer match about $111,373 at 4% or $74,249 at 6%.
Sullivancurtismonroe 401(K)Plan-169$20,434,863$1,505,767$8,910iApproximate average salary by contribution assumption: employee only about $222,747 at 4% or $148,498 at 6%; with 50% employer match about $148,498 at 4% or $98,998 at 6%; with 100% employer match about $111,373 at 4% or $74,249 at 6%.
Sullivan Curtis Monroe Welfare Benefits Plan-132---
20132172$21,010,744$1,131,360$6,578iApproximate average salary by contribution assumption: employee only about $164,442 at 4% or $109,628 at 6%; with 50% employer match about $109,628 at 4% or $73,085 at 6%; with 100% employer match about $82,221 at 4% or $54,814 at 6%.
Sullivancurtismonroe 401(K)Plan-172$21,010,744$1,131,360$6,578iApproximate average salary by contribution assumption: employee only about $164,442 at 4% or $109,628 at 6%; with 50% employer match about $109,628 at 4% or $73,085 at 6%; with 100% employer match about $82,221 at 4% or $54,814 at 6%.
Sullivan Curtis Monroe Welfare Benefits Plan-167---
20122170$18,169,907$1,093,082$6,430iApproximate average salary by contribution assumption: employee only about $160,747 at 4% or $107,165 at 6%; with 50% employer match about $107,165 at 4% or $71,443 at 6%; with 100% employer match about $80,374 at 4% or $53,582 at 6%.
Sullivancurtismonroe 401(K)Plan-146$18,169,907$1,093,082$7,487iApproximate average salary by contribution assumption: employee only about $187,172 at 4% or $124,781 at 6%; with 50% employer match about $124,781 at 4% or $83,187 at 6%; with 100% employer match about $93,586 at 4% or $62,391 at 6%.
Sullivan Curtis Monroe Welfare Benefits Plan-170---
20112188$22,017,813$1,253,927$6,670iApproximate average salary by contribution assumption: employee only about $166,746 at 4% or $111,164 at 6%; with 50% employer match about $111,164 at 4% or $74,109 at 6%; with 100% employer match about $83,373 at 4% or $55,582 at 6%.
Sullivancurtismonroe 401(K)Plan-188$22,017,813$1,253,927$6,670iApproximate average salary by contribution assumption: employee only about $166,746 at 4% or $111,164 at 6%; with 50% employer match about $111,164 at 4% or $74,109 at 6%; with 100% employer match about $83,373 at 4% or $55,582 at 6%.
Sullivan Curtis Monroe Welfare Benefits Plan-179---
20102158$21,759,612$1,213,814$7,682iApproximate average salary by contribution assumption: employee only about $192,059 at 4% or $128,039 at 6%; with 50% employer match about $128,039 at 4% or $85,360 at 6%; with 100% employer match about $96,030 at 4% or $64,020 at 6%.
Sullivancurtismonroe 401(K)Plan-158$21,759,612$1,213,814$7,682iApproximate average salary by contribution assumption: employee only about $192,059 at 4% or $128,039 at 6%; with 50% employer match about $128,039 at 4% or $85,360 at 6%; with 100% employer match about $96,030 at 4% or $64,020 at 6%.
Sullivan Curtis Monroe Welfare Benefits Plan-155---
20092156$18,740,946$475,894$3,051iApproximate average salary by contribution assumption: employee only about $76,265 at 4% or $50,843 at 6%; with 50% employer match about $50,843 at 4% or $33,896 at 6%; with 100% employer match about $38,133 at 4% or $25,422 at 6%.
Sullivancurtismonroe 401(K)Plan-156$18,740,946$475,894$3,051iApproximate average salary by contribution assumption: employee only about $76,265 at 4% or $50,843 at 6%; with 50% employer match about $50,843 at 4% or $33,896 at 6%; with 100% employer match about $38,133 at 4% or $25,422 at 6%.
Sullivan Curtis Monroe Welfare Benefits Plan-149---
20081134$0$0-
Sullivan Curtis Monroe Welfare Benefits Plan-134---
20071135$0$0-
Sullivan Curtis Monroe Welfare Benefits Plan-135---
20061172$0$0-
Sullivan Curtis Monroe Welfare Benefits Plan-172---
20051165$0$0-
Sullivan Curtis Monroe Welfare Benefits Plan-165---
20041150$0$0-
Sullivan Curtis Monroe Welfare Benefits Plan-150---
20031160$0$0-
Sullivan Curtis Monroe Welfare Benefits Plan-160---
20021160$0$0-
Sullivan Curtis Monroe Welfare Benefits Plan-160---
20011157$0$0-
Sullivan Curtis Monroe Welfare Benefits Plan-157---