Heights Insurance Group Inc.
Plan context: Heights Insurance Group Inc. Defined Benefit Pension Plan
EIN 95-4394916 • Hacienda Heights, CA • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$3,818,063
2024 Contributions
$349,094
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $349,094 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 0 | $0 | $349,094 | - |
| 2023 | 1 | 6 | $3,818,063 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 6 | $3,818,063 | - | - |
| 2022 | 1 | 6 | $3,246,387 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 6 | $3,246,387 | - | - |
| 2021 | 1 | 6 | $3,780,222 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 6 | $3,780,222 | - | - |
| 2020 | 1 | 7 | $3,181,903 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 7 | $3,181,903 | - | - |
| 2019 | 1 | 10 | $2,740,843 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 10 | $2,740,843 | - | - |
| 2018 | 1 | 10 | $2,149,526 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 10 | $2,149,526 | - | - |
| 2017 | 1 | 10 | $2,437,437 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 10 | $2,437,437 | - | - |
| 2016 | 1 | 10 | $1,949,730 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 10 | $1,949,730 | - | - |
| 2015 | 1 | 10 | $1,812,775 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 10 | $1,812,775 | - | - |
| 2014 | 1 | 10 | $1,878,471 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 10 | $1,878,471 | - | - |
| 2013 | 1 | 11 | $1,834,912 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 11 | $1,834,912 | - | - |
| 2012 | 2 | 11 | $1,517,199 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 11 | $1,517,199 | - | - |
| KCAL INSURANCE AGENCY 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2011 | 2 | 23 | $1,738,745 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 12 | $1,363,913 | - | - |
| KCAL INSURANCE AGENCY 401(K) PLAN | - | 23 | $374,832 | $0 | - |
| 2010 | 2 | 24 | $1,871,821 | $136,296 | $5,679iApproximate average salary by contribution assumption: employee only about $141,975 at 4% or $94,650 at 6%; with 50% employer match about $94,650 at 4% or $63,100 at 6%; with 100% employer match about $70,988 at 4% or $47,325 at 6%. |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 13 | $1,472,855 | - | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 24 | $398,966 | $136,296 | $5,679iApproximate average salary by contribution assumption: employee only about $141,975 at 4% or $94,650 at 6%; with 50% employer match about $94,650 at 4% or $63,100 at 6%; with 100% employer match about $70,988 at 4% or $47,325 at 6%. |
| 2009 | 2 | 29 | $1,557,505 | $129,179 | $4,454iApproximate average salary by contribution assumption: employee only about $111,361 at 4% or $74,241 at 6%; with 50% employer match about $74,241 at 4% or $49,494 at 6%; with 100% employer match about $55,681 at 4% or $37,120 at 6%. |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 14 | $1,307,108 | - | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 29 | $250,397 | $129,179 | $4,454iApproximate average salary by contribution assumption: employee only about $111,361 at 4% or $74,241 at 6%; with 50% employer match about $74,241 at 4% or $49,494 at 6%; with 100% employer match about $55,681 at 4% or $37,120 at 6%. |
| 2008 | 1 | 13 | $984,788 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 13 | $984,788 | - | - |
| 2007 | 1 | 14 | $1,529,851 | $237,408 | $16,958iApproximate average salary by contribution assumption: employee only about $423,943 at 4% or $282,629 at 6%; with 50% employer match about $282,629 at 4% or $188,419 at 6%; with 100% employer match about $211,971 at 4% or $141,314 at 6%. |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 14 | $1,529,851 | $237,408 | $16,958iApproximate average salary by contribution assumption: employee only about $423,943 at 4% or $282,629 at 6%; with 50% employer match about $282,629 at 4% or $188,419 at 6%; with 100% employer match about $211,971 at 4% or $141,314 at 6%. |
| 2006 | 1 | 11 | $1,105,108 | $210,833 | $19,167iApproximate average salary by contribution assumption: employee only about $479,166 at 4% or $319,444 at 6%; with 50% employer match about $319,444 at 4% or $212,963 at 6%; with 100% employer match about $239,583 at 4% or $159,722 at 6%. |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 11 | $1,105,108 | $210,833 | $19,167iApproximate average salary by contribution assumption: employee only about $479,166 at 4% or $319,444 at 6%; with 50% employer match about $319,444 at 4% or $212,963 at 6%; with 100% employer match about $239,583 at 4% or $159,722 at 6%. |
| 2005 | 1 | 10 | $781,199 | $201,619 | $20,162iApproximate average salary by contribution assumption: employee only about $504,048 at 4% or $336,032 at 6%; with 50% employer match about $336,032 at 4% or $224,021 at 6%; with 100% employer match about $252,024 at 4% or $168,016 at 6%. |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 10 | $781,199 | $201,619 | $20,162iApproximate average salary by contribution assumption: employee only about $504,048 at 4% or $336,032 at 6%; with 50% employer match about $336,032 at 4% or $224,021 at 6%; with 100% employer match about $252,024 at 4% or $168,016 at 6%. |
| 2004 | 1 | 9 | $505,593 | $117,863 | $13,096iApproximate average salary by contribution assumption: employee only about $327,397 at 4% or $218,265 at 6%; with 50% employer match about $218,265 at 4% or $145,510 at 6%; with 100% employer match about $163,699 at 4% or $109,132 at 6%. |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 9 | $505,593 | $117,863 | $13,096iApproximate average salary by contribution assumption: employee only about $327,397 at 4% or $218,265 at 6%; with 50% employer match about $218,265 at 4% or $145,510 at 6%; with 100% employer match about $163,699 at 4% or $109,132 at 6%. |
| 2003 | 1 | 7 | $0 | $0 | - |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 7 | - | - | - |
| 2002 | 1 | 4 | $258,153 | $93,300 | $23,325iApproximate average salary by contribution assumption: employee only about $583,125 at 4% or $388,750 at 6%; with 50% employer match about $388,750 at 4% or $259,167 at 6%; with 100% employer match about $291,563 at 4% or $194,375 at 6%. |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 4 | $258,153 | $93,300 | $23,325iApproximate average salary by contribution assumption: employee only about $583,125 at 4% or $388,750 at 6%; with 50% employer match about $388,750 at 4% or $259,167 at 6%; with 100% employer match about $291,563 at 4% or $194,375 at 6%. |
| 2001 | 1 | 2 | $167,489 | $69,576 | $34,788iApproximate average salary by contribution assumption: employee only about $869,700 at 4% or $579,800 at 6%; with 50% employer match about $579,800 at 4% or $386,533 at 6%; with 100% employer match about $434,850 at 4% or $289,900 at 6%. |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 2 | $167,489 | $69,576 | $34,788iApproximate average salary by contribution assumption: employee only about $869,700 at 4% or $579,800 at 6%; with 50% employer match about $579,800 at 4% or $386,533 at 6%; with 100% employer match about $434,850 at 4% or $289,900 at 6%. |
| 2000 | 1 | 2 | $104,672 | $66,635 | $33,318iApproximate average salary by contribution assumption: employee only about $832,938 at 4% or $555,292 at 6%; with 50% employer match about $555,292 at 4% or $370,194 at 6%; with 100% employer match about $416,469 at 4% or $277,646 at 6%. |
| Heights Insurance Group Inc. Defined Benefit Pension Plan | - | 2 | $104,672 | $66,635 | $33,318iApproximate average salary by contribution assumption: employee only about $832,938 at 4% or $555,292 at 6%; with 50% employer match about $555,292 at 4% or $370,194 at 6%; with 100% employer match about $416,469 at 4% or $277,646 at 6%. |