Professional Benefits & Insurance Services
Plan context: Professional Benefits & Insurance Services Profit Sharing Plan
EIN 95-4450053 • Montebello, CA • 24 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,453,403
2024 Contributions
$107,317
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 | 3 | $1,453,403 | $107,317 | $35,772iApproximate average salary by contribution assumption: employee only about $894,308 at 4% or $596,206 at 6%; with 50% employer match about $596,206 at 4% or $397,470 at 6%; with 100% employer match about $447,154 at 4% or $298,103 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | $1,453,403 | $107,317 | $35,772iApproximate average salary by contribution assumption: employee only about $894,308 at 4% or $596,206 at 6%; with 50% employer match about $596,206 at 4% or $397,470 at 6%; with 100% employer match about $447,154 at 4% or $298,103 at 6%. |
| 2023 | 1 | 3 | $1,201,374 | $108,036 | $36,012iApproximate average salary by contribution assumption: employee only about $900,300 at 4% or $600,200 at 6%; with 50% employer match about $600,200 at 4% or $400,133 at 6%; with 100% employer match about $450,150 at 4% or $300,100 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | $1,201,374 | $108,036 | $36,012iApproximate average salary by contribution assumption: employee only about $900,300 at 4% or $600,200 at 6%; with 50% employer match about $600,200 at 4% or $400,133 at 6%; with 100% employer match about $450,150 at 4% or $300,100 at 6%. |
| 2022 | 1 | 4 | $964,590 | $97,650 | $24,413iApproximate average salary by contribution assumption: employee only about $610,313 at 4% or $406,875 at 6%; with 50% employer match about $406,875 at 4% or $271,250 at 6%; with 100% employer match about $305,156 at 4% or $203,438 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 4 | $964,590 | $97,650 | $24,413iApproximate average salary by contribution assumption: employee only about $610,313 at 4% or $406,875 at 6%; with 50% employer match about $406,875 at 4% or $271,250 at 6%; with 100% employer match about $305,156 at 4% or $203,438 at 6%. |
| 2021 | 1 | 4 | $1,000,230 | $97,783 | $24,446iApproximate average salary by contribution assumption: employee only about $611,144 at 4% or $407,429 at 6%; with 50% employer match about $407,429 at 4% or $271,619 at 6%; with 100% employer match about $305,572 at 4% or $203,715 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 4 | $1,000,230 | $97,783 | $24,446iApproximate average salary by contribution assumption: employee only about $611,144 at 4% or $407,429 at 6%; with 50% employer match about $407,429 at 4% or $271,619 at 6%; with 100% employer match about $305,572 at 4% or $203,715 at 6%. |
| 2020 | 1 | 4 | $1,418,801 | $94,070 | $23,518iApproximate average salary by contribution assumption: employee only about $587,938 at 4% or $391,958 at 6%; with 50% employer match about $391,958 at 4% or $261,306 at 6%; with 100% employer match about $293,969 at 4% or $195,979 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 4 | $1,418,801 | $94,070 | $23,518iApproximate average salary by contribution assumption: employee only about $587,938 at 4% or $391,958 at 6%; with 50% employer match about $391,958 at 4% or $261,306 at 6%; with 100% employer match about $293,969 at 4% or $195,979 at 6%. |
| 2019 | 1 | 3 | $1,456,580 | $86,179 | $28,726iApproximate average salary by contribution assumption: employee only about $718,158 at 4% or $478,772 at 6%; with 50% employer match about $478,772 at 4% or $319,181 at 6%; with 100% employer match about $359,079 at 4% or $239,386 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | $1,456,580 | $86,179 | $28,726iApproximate average salary by contribution assumption: employee only about $718,158 at 4% or $478,772 at 6%; with 50% employer match about $478,772 at 4% or $319,181 at 6%; with 100% employer match about $359,079 at 4% or $239,386 at 6%. |
| 2018 | 1 | 3 | $1,162,949 | $69,727 | $23,242iApproximate average salary by contribution assumption: employee only about $581,058 at 4% or $387,372 at 6%; with 50% employer match about $387,372 at 4% or $258,248 at 6%; with 100% employer match about $290,529 at 4% or $193,686 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | $1,162,949 | $69,727 | $23,242iApproximate average salary by contribution assumption: employee only about $581,058 at 4% or $387,372 at 6%; with 50% employer match about $387,372 at 4% or $258,248 at 6%; with 100% employer match about $290,529 at 4% or $193,686 at 6%. |
| 2017 | 1 | 5 | $1,166,582 | $87,156 | $17,431iApproximate average salary by contribution assumption: employee only about $435,780 at 4% or $290,520 at 6%; with 50% employer match about $290,520 at 4% or $193,680 at 6%; with 100% employer match about $217,890 at 4% or $145,260 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 5 | $1,166,582 | $87,156 | $17,431iApproximate average salary by contribution assumption: employee only about $435,780 at 4% or $290,520 at 6%; with 50% employer match about $290,520 at 4% or $193,680 at 6%; with 100% employer match about $217,890 at 4% or $145,260 at 6%. |
| 2016 | 1 | 5 | $970,004 | $65,979 | $13,196iApproximate average salary by contribution assumption: employee only about $329,895 at 4% or $219,930 at 6%; with 50% employer match about $219,930 at 4% or $146,620 at 6%; with 100% employer match about $164,948 at 4% or $109,965 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 5 | $970,004 | $65,979 | $13,196iApproximate average salary by contribution assumption: employee only about $329,895 at 4% or $219,930 at 6%; with 50% employer match about $219,930 at 4% or $146,620 at 6%; with 100% employer match about $164,948 at 4% or $109,965 at 6%. |
| 2015 | 1 | 4 | $857,391 | $63,374 | $15,844iApproximate average salary by contribution assumption: employee only about $396,088 at 4% or $264,058 at 6%; with 50% employer match about $264,058 at 4% or $176,039 at 6%; with 100% employer match about $198,044 at 4% or $132,029 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 4 | $857,391 | $63,374 | $15,844iApproximate average salary by contribution assumption: employee only about $396,088 at 4% or $264,058 at 6%; with 50% employer match about $264,058 at 4% or $176,039 at 6%; with 100% employer match about $198,044 at 4% or $132,029 at 6%. |
| 2014 | 1 | 3 | $855,103 | $60,886 | $20,295iApproximate average salary by contribution assumption: employee only about $507,383 at 4% or $338,256 at 6%; with 50% employer match about $338,256 at 4% or $225,504 at 6%; with 100% employer match about $253,692 at 4% or $169,128 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | $855,103 | $60,886 | $20,295iApproximate average salary by contribution assumption: employee only about $507,383 at 4% or $338,256 at 6%; with 50% employer match about $338,256 at 4% or $225,504 at 6%; with 100% employer match about $253,692 at 4% or $169,128 at 6%. |
| 2013 | 1 | 3 | $729,642 | $65,263 | $21,754iApproximate average salary by contribution assumption: employee only about $543,858 at 4% or $362,572 at 6%; with 50% employer match about $362,572 at 4% or $241,715 at 6%; with 100% employer match about $271,929 at 4% or $181,286 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | $729,642 | $65,263 | $21,754iApproximate average salary by contribution assumption: employee only about $543,858 at 4% or $362,572 at 6%; with 50% employer match about $362,572 at 4% or $241,715 at 6%; with 100% employer match about $271,929 at 4% or $181,286 at 6%. |
| 2012 | 1 | 3 | $501,942 | $52,251 | $17,417iApproximate average salary by contribution assumption: employee only about $435,425 at 4% or $290,283 at 6%; with 50% employer match about $290,283 at 4% or $193,522 at 6%; with 100% employer match about $217,713 at 4% or $145,142 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | $501,942 | $52,251 | $17,417iApproximate average salary by contribution assumption: employee only about $435,425 at 4% or $290,283 at 6%; with 50% employer match about $290,283 at 4% or $193,522 at 6%; with 100% employer match about $217,713 at 4% or $145,142 at 6%. |
| 2011 | 1 | 3 | $437,021 | $54,880 | $18,293iApproximate average salary by contribution assumption: employee only about $457,333 at 4% or $304,889 at 6%; with 50% employer match about $304,889 at 4% or $203,259 at 6%; with 100% employer match about $228,667 at 4% or $152,444 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | $437,021 | $54,880 | $18,293iApproximate average salary by contribution assumption: employee only about $457,333 at 4% or $304,889 at 6%; with 50% employer match about $304,889 at 4% or $203,259 at 6%; with 100% employer match about $228,667 at 4% or $152,444 at 6%. |
| 2010 | 1 | 4 | $416,765 | $55,882 | $13,971iApproximate average salary by contribution assumption: employee only about $349,263 at 4% or $232,842 at 6%; with 50% employer match about $232,842 at 4% or $155,228 at 6%; with 100% employer match about $174,631 at 4% or $116,421 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 4 | $416,765 | $55,882 | $13,971iApproximate average salary by contribution assumption: employee only about $349,263 at 4% or $232,842 at 6%; with 50% employer match about $232,842 at 4% or $155,228 at 6%; with 100% employer match about $174,631 at 4% or $116,421 at 6%. |
| 2009 | 1 | 6 | $344,888 | $123,864 | $20,644iApproximate average salary by contribution assumption: employee only about $516,100 at 4% or $344,067 at 6%; with 50% employer match about $344,067 at 4% or $229,378 at 6%; with 100% employer match about $258,050 at 4% or $172,033 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 6 | $344,888 | $123,864 | $20,644iApproximate average salary by contribution assumption: employee only about $516,100 at 4% or $344,067 at 6%; with 50% employer match about $344,067 at 4% or $229,378 at 6%; with 100% employer match about $258,050 at 4% or $172,033 at 6%. |
| 2008 | 1 | 4 | $221,024 | $43,103 | $10,776iApproximate average salary by contribution assumption: employee only about $269,394 at 4% or $179,596 at 6%; with 50% employer match about $179,596 at 4% or $119,731 at 6%; with 100% employer match about $134,697 at 4% or $89,798 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 4 | $221,024 | $43,103 | $10,776iApproximate average salary by contribution assumption: employee only about $269,394 at 4% or $179,596 at 6%; with 50% employer match about $179,596 at 4% or $119,731 at 6%; with 100% employer match about $134,697 at 4% or $89,798 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $283,024 | $36,600 | $12,200iApproximate average salary by contribution assumption: employee only about $305,000 at 4% or $203,333 at 6%; with 50% employer match about $203,333 at 4% or $135,556 at 6%; with 100% employer match about $152,500 at 4% or $101,667 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | $283,024 | $36,600 | $12,200iApproximate average salary by contribution assumption: employee only about $305,000 at 4% or $203,333 at 6%; with 50% employer match about $203,333 at 4% or $135,556 at 6%; with 100% employer match about $152,500 at 4% or $101,667 at 6%. |
| 2005 | 1 | 3 | $243,126 | $17,483 | $5,828iApproximate average salary by contribution assumption: employee only about $145,692 at 4% or $97,128 at 6%; with 50% employer match about $97,128 at 4% or $64,752 at 6%; with 100% employer match about $72,846 at 4% or $48,564 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | $243,126 | $17,483 | $5,828iApproximate average salary by contribution assumption: employee only about $145,692 at 4% or $97,128 at 6%; with 50% employer match about $97,128 at 4% or $64,752 at 6%; with 100% employer match about $72,846 at 4% or $48,564 at 6%. |
| 2004 | 1 | 4 | $198,050 | $5,992 | $1,498iApproximate average salary by contribution assumption: employee only about $37,450 at 4% or $24,967 at 6%; with 50% employer match about $24,967 at 4% or $16,644 at 6%; with 100% employer match about $18,725 at 4% or $12,483 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 4 | $198,050 | $5,992 | $1,498iApproximate average salary by contribution assumption: employee only about $37,450 at 4% or $24,967 at 6%; with 50% employer match about $24,967 at 4% or $16,644 at 6%; with 100% employer match about $18,725 at 4% or $12,483 at 6%. |
| 2003 | 1 | 3 | $148,655 | $31,297 | $10,432iApproximate average salary by contribution assumption: employee only about $260,808 at 4% or $173,872 at 6%; with 50% employer match about $173,872 at 4% or $115,915 at 6%; with 100% employer match about $130,404 at 4% or $86,936 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | $148,655 | $31,297 | $10,432iApproximate average salary by contribution assumption: employee only about $260,808 at 4% or $173,872 at 6%; with 50% employer match about $173,872 at 4% or $115,915 at 6%; with 100% employer match about $130,404 at 4% or $86,936 at 6%. |
| 2002 | 1 | 3 | $60,795 | $35,193 | $11,731iApproximate average salary by contribution assumption: employee only about $293,275 at 4% or $195,517 at 6%; with 50% employer match about $195,517 at 4% or $130,344 at 6%; with 100% employer match about $146,638 at 4% or $97,758 at 6%. |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | $60,795 | $35,193 | $11,731iApproximate average salary by contribution assumption: employee only about $293,275 at 4% or $195,517 at 6%; with 50% employer match about $195,517 at 4% or $130,344 at 6%; with 100% employer match about $146,638 at 4% or $97,758 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Professional Benefits & Insurance Services Profit Sharing Plan | - | 3 | - | - | - |