Civic Intelligence

Alliance Financial Resources LLC

Plan context: Alliance Financial Resources LLC 401K Plan

EIN 02-0793125 • Phoenix, AZ • 14 filings • 4 plans

2155 W. Pinnacle Peak Road, Ste 201Phoenix, AZ 85027
Current Snapshot

Latest Year

2018

2018 Participants

243

2018 Assets

$5,316,442

2018 Contributions

$549,318

Historical Graphs

Total Assets Over Time

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

$5,316,442$2,658,221$0200720132017YearValue
$5,316,442Latest year 2017

Participants Over Time

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

2431220200720132017YearValue
243Latest year 2017

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
201810$0$549,318-
Alliance Financial Resources LLC 401K Plan-0-$549,318-
20172243$5,316,442$1,399,314$5,758iApproximate average salary by contribution assumption: employee only about $143,962 at 4% or $95,975 at 6%; with 50% employer match about $95,975 at 4% or $63,983 at 6%; with 100% employer match about $71,981 at 4% or $47,987 at 6%.
Alliance Financial Resources LLC 401K Plan-243$5,316,442$1,399,314$5,758iApproximate average salary by contribution assumption: employee only about $143,962 at 4% or $95,975 at 6%; with 50% employer match about $95,975 at 4% or $63,983 at 6%; with 100% employer match about $71,981 at 4% or $47,987 at 6%.
Alliance Home Loans Benefits Plan-196---
20162214$4,177,726$1,142,986$5,341iApproximate average salary by contribution assumption: employee only about $133,526 at 4% or $89,018 at 6%; with 50% employer match about $89,018 at 4% or $59,345 at 6%; with 100% employer match about $66,763 at 4% or $44,509 at 6%.
Alliance Financial Resources LLC 401K Plan-160$4,177,726$1,142,986$7,144iApproximate average salary by contribution assumption: employee only about $178,592 at 4% or $119,061 at 6%; with 50% employer match about $119,061 at 4% or $79,374 at 6%; with 100% employer match about $89,296 at 4% or $59,531 at 6%.
Alliance Home Loans Benefits Plan-214---
20152129$3,259,785$826,563$6,407iApproximate average salary by contribution assumption: employee only about $160,187 at 4% or $106,791 at 6%; with 50% employer match about $106,791 at 4% or $71,194 at 6%; with 100% employer match about $80,093 at 4% or $53,396 at 6%.
Alliance Financial Resources LLC 401K Plan-129$3,259,785$826,563$6,407iApproximate average salary by contribution assumption: employee only about $160,187 at 4% or $106,791 at 6%; with 50% employer match about $106,791 at 4% or $71,194 at 6%; with 100% employer match about $80,093 at 4% or $53,396 at 6%.
Alliance Home Loans Benefits Plan-116---
2014196$2,792,473$699,491$7,286iApproximate average salary by contribution assumption: employee only about $182,159 at 4% or $121,439 at 6%; with 50% employer match about $121,439 at 4% or $80,960 at 6%; with 100% employer match about $91,080 at 4% or $60,720 at 6%.
Alliance Financial Resources LLC 401K Plan-96$2,792,473$699,491$7,286iApproximate average salary by contribution assumption: employee only about $182,159 at 4% or $121,439 at 6%; with 50% employer match about $121,439 at 4% or $80,960 at 6%; with 100% employer match about $91,080 at 4% or $60,720 at 6%.
20131139$2,579,048$768,321$5,527iApproximate average salary by contribution assumption: employee only about $138,187 at 4% or $92,125 at 6%; with 50% employer match about $92,125 at 4% or $61,417 at 6%; with 100% employer match about $69,094 at 4% or $46,062 at 6%.
Alliance Financial Resources LLC 401K Plan-139$2,579,048$768,321$5,527iApproximate average salary by contribution assumption: employee only about $138,187 at 4% or $92,125 at 6%; with 50% employer match about $92,125 at 4% or $61,417 at 6%; with 100% employer match about $69,094 at 4% or $46,062 at 6%.
2012179$1,608,118$664,616$8,413iApproximate average salary by contribution assumption: employee only about $210,322 at 4% or $140,214 at 6%; with 50% employer match about $140,214 at 4% or $93,476 at 6%; with 100% employer match about $105,161 at 4% or $70,107 at 6%.
Alliance Financial Resources LLC 401K Plan-79$1,608,118$664,616$8,413iApproximate average salary by contribution assumption: employee only about $210,322 at 4% or $140,214 at 6%; with 50% employer match about $140,214 at 4% or $93,476 at 6%; with 100% employer match about $105,161 at 4% or $70,107 at 6%.
2011171$1,090,092$440,115$6,199iApproximate average salary by contribution assumption: employee only about $154,970 at 4% or $103,313 at 6%; with 50% employer match about $103,313 at 4% or $68,876 at 6%; with 100% employer match about $77,485 at 4% or $51,657 at 6%.
Alliance Financial Resources LLC 401K Plan-71$1,090,092$440,115$6,199iApproximate average salary by contribution assumption: employee only about $154,970 at 4% or $103,313 at 6%; with 50% employer match about $103,313 at 4% or $68,876 at 6%; with 100% employer match about $77,485 at 4% or $51,657 at 6%.
2010179$844,452$893,807$11,314iApproximate average salary by contribution assumption: employee only about $282,850 at 4% or $188,567 at 6%; with 50% employer match about $188,567 at 4% or $125,711 at 6%; with 100% employer match about $141,425 at 4% or $94,283 at 6%.
Alliance Financial Resources LLC 401K Plan-79$844,452$893,807$11,314iApproximate average salary by contribution assumption: employee only about $282,850 at 4% or $188,567 at 6%; with 50% employer match about $188,567 at 4% or $125,711 at 6%; with 100% employer match about $141,425 at 4% or $94,283 at 6%.
2008133$10,131$7,803$236iApproximate average salary by contribution assumption: employee only about $5,911 at 4% or $3,941 at 6%; with 50% employer match about $3,941 at 4% or $2,627 at 6%; with 100% employer match about $2,956 at 4% or $1,970 at 6%.
Alliance Financial Resources LLC 401K Plan-33$10,131$7,803$236iApproximate average salary by contribution assumption: employee only about $5,911 at 4% or $3,941 at 6%; with 50% employer match about $3,941 at 4% or $2,627 at 6%; with 100% employer match about $2,956 at 4% or $1,970 at 6%.
2007111$7,164$7,170$652iApproximate average salary by contribution assumption: employee only about $16,295 at 4% or $10,864 at 6%; with 50% employer match about $10,864 at 4% or $7,242 at 6%; with 100% employer match about $8,148 at 4% or $5,432 at 6%.
Alliance Financial Resources LLC 401K Plan-11$7,164$7,170$652iApproximate average salary by contribution assumption: employee only about $16,295 at 4% or $10,864 at 6%; with 50% employer match about $10,864 at 4% or $7,242 at 6%; with 100% employer match about $8,148 at 4% or $5,432 at 6%.