Civic Intelligence

New Generation Insurance Marketing Inc.

Plan context: New Generation Insurance Inc 401(K) Profit Sharing Plan & Trust

EIN 95-4391288 • Valencia, CA • 27 filings • 7 plans

28073 Smyth DrValencia, CA 91355-4023
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,612,116

2024 Contributions

$51,149

Historical Graphs

Total Assets Over Time

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

$1,612,116$806,058$0199920142024YearValue
$1,612,116Latest year 2024

Participants Over Time

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

1580199920122024YearValue
10Latest 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
2024110$1,612,116$51,149$5,115iApproximate average salary by contribution assumption: employee only about $127,872 at 4% or $85,248 at 6%; with 50% employer match about $85,248 at 4% or $56,832 at 6%; with 100% employer match about $63,936 at 4% or $42,624 at 6%.
New Generation Insurance Inc 401(K) Profit Sharing Plan & Trust-10$1,612,116$51,149$5,115iApproximate average salary by contribution assumption: employee only about $127,872 at 4% or $85,248 at 6%; with 50% employer match about $85,248 at 4% or $56,832 at 6%; with 100% employer match about $63,936 at 4% or $42,624 at 6%.
2023110$1,386,214$56,580$5,658iApproximate average salary by contribution assumption: employee only about $141,450 at 4% or $94,300 at 6%; with 50% employer match about $94,300 at 4% or $62,867 at 6%; with 100% employer match about $70,725 at 4% or $47,150 at 6%.
New Generation Insurance Inc 401(K) Profit Sharing Plan & Trust-10$1,386,214$56,580$5,658iApproximate average salary by contribution assumption: employee only about $141,450 at 4% or $94,300 at 6%; with 50% employer match about $94,300 at 4% or $62,867 at 6%; with 100% employer match about $70,725 at 4% or $47,150 at 6%.
2022110$1,155,836$61,253$6,125iApproximate average salary by contribution assumption: employee only about $153,133 at 4% or $102,088 at 6%; with 50% employer match about $102,088 at 4% or $68,059 at 6%; with 100% employer match about $76,566 at 4% or $51,044 at 6%.
New Generation Insurance Inc 401(K) Profit Sharing Plan & Trust-10$1,155,836$61,253$6,125iApproximate average salary by contribution assumption: employee only about $153,133 at 4% or $102,088 at 6%; with 50% employer match about $102,088 at 4% or $68,059 at 6%; with 100% employer match about $76,566 at 4% or $51,044 at 6%.
2021112$1,322,357$98,749$8,229iApproximate average salary by contribution assumption: employee only about $205,727 at 4% or $137,151 at 6%; with 50% employer match about $137,151 at 4% or $91,434 at 6%; with 100% employer match about $102,864 at 4% or $68,576 at 6%.
New Generation Insurance Inc 401(K) Profit Sharing Plan & Trust-12$1,322,357$98,749$8,229iApproximate average salary by contribution assumption: employee only about $205,727 at 4% or $137,151 at 6%; with 50% employer match about $137,151 at 4% or $91,434 at 6%; with 100% employer match about $102,864 at 4% or $68,576 at 6%.
2020113$1,056,057$142,214$10,940iApproximate average salary by contribution assumption: employee only about $273,488 at 4% or $182,326 at 6%; with 50% employer match about $182,326 at 4% or $121,550 at 6%; with 100% employer match about $136,744 at 4% or $91,163 at 6%.
New Generation Insurance Inc 401(K) Profit Sharing Plan & Trust-13$1,056,057$142,214$10,940iApproximate average salary by contribution assumption: employee only about $273,488 at 4% or $182,326 at 6%; with 50% employer match about $182,326 at 4% or $121,550 at 6%; with 100% employer match about $136,744 at 4% or $91,163 at 6%.
2019113$802,611$145,139$11,165iApproximate average salary by contribution assumption: employee only about $279,113 at 4% or $186,076 at 6%; with 50% employer match about $186,076 at 4% or $124,050 at 6%; with 100% employer match about $139,557 at 4% or $93,038 at 6%.
New Generation Insurance Inc 401(K) Profit Sharing Plan & Trust-13$802,611$145,139$11,165iApproximate average salary by contribution assumption: employee only about $279,113 at 4% or $186,076 at 6%; with 50% employer match about $186,076 at 4% or $124,050 at 6%; with 100% employer match about $139,557 at 4% or $93,038 at 6%.
2018115$603,724$53,473$3,565iApproximate average salary by contribution assumption: employee only about $89,122 at 4% or $59,414 at 6%; with 50% employer match about $59,414 at 4% or $39,610 at 6%; with 100% employer match about $44,561 at 4% or $29,707 at 6%.
New Generation Insurance Inc 401(K) Profit Sharing Plan & Trust-15$603,724$53,473$3,565iApproximate average salary by contribution assumption: employee only about $89,122 at 4% or $59,414 at 6%; with 50% employer match about $59,414 at 4% or $39,610 at 6%; with 100% employer match about $44,561 at 4% or $29,707 at 6%.
2017115$632,528$81,857$5,457iApproximate average salary by contribution assumption: employee only about $136,428 at 4% or $90,952 at 6%; with 50% employer match about $90,952 at 4% or $60,635 at 6%; with 100% employer match about $68,214 at 4% or $45,476 at 6%.
New Generation Insurance Inc 401(K) Profit Sharing Plan & Trust-15$632,528$81,857$5,457iApproximate average salary by contribution assumption: employee only about $136,428 at 4% or $90,952 at 6%; with 50% employer match about $90,952 at 4% or $60,635 at 6%; with 100% employer match about $68,214 at 4% or $45,476 at 6%.
2016215$476,162$48,394$3,226iApproximate average salary by contribution assumption: employee only about $80,657 at 4% or $53,771 at 6%; with 50% employer match about $53,771 at 4% or $35,847 at 6%; with 100% employer match about $40,328 at 4% or $26,886 at 6%.
New Generation Insurance Inc 401(K) Profit Sharing Plan & Trust-15$476,162$31,756$2,117iApproximate average salary by contribution assumption: employee only about $52,927 at 4% or $35,284 at 6%; with 50% employer match about $35,284 at 4% or $23,523 at 6%; with 100% employer match about $26,463 at 4% or $17,642 at 6%.
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-15$0$16,638$1,109iApproximate average salary by contribution assumption: employee only about $27,730 at 4% or $18,487 at 6%; with 50% employer match about $18,487 at 4% or $12,324 at 6%; with 100% employer match about $13,865 at 4% or $9,243 at 6%.
2015115$440,367$18,130$1,209iApproximate average salary by contribution assumption: employee only about $30,217 at 4% or $20,144 at 6%; with 50% employer match about $20,144 at 4% or $13,430 at 6%; with 100% employer match about $15,108 at 4% or $10,072 at 6%.
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-15$440,367$18,130$1,209iApproximate average salary by contribution assumption: employee only about $30,217 at 4% or $20,144 at 6%; with 50% employer match about $20,144 at 4% or $13,430 at 6%; with 100% employer match about $15,108 at 4% or $10,072 at 6%.
2014115$381,460$3,061$204iApproximate average salary by contribution assumption: employee only about $5,102 at 4% or $3,401 at 6%; with 50% employer match about $3,401 at 4% or $2,267 at 6%; with 100% employer match about $2,551 at 4% or $1,701 at 6%.
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-15$381,460$3,061$204iApproximate average salary by contribution assumption: employee only about $5,102 at 4% or $3,401 at 6%; with 50% employer match about $3,401 at 4% or $2,267 at 6%; with 100% employer match about $2,551 at 4% or $1,701 at 6%.
2013111$567,699$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-11$567,699--
2012111$504,614$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-11$504,614--
2011111$465,421$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-11$465,421--
2010113$447,280$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-13$447,280--
2009113$365,345$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-13$365,345--
2008113$0$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-13---
2007113$0$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-13---
2006114$489,034$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-14$489,034--
2005114$424,838$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-14$424,838--
2004112$397,100$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-12$397,100--
2003113$381,445$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-13$381,445--
2002113$0$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-13---
2001112$0$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-12---
2000112$0$0-
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-12---
1999112$229,960$81,000$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
New Generation Insurance Marketing Inc. Employees Profit Sharing Plan-12$229,960$81,000$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.