Civic Intelligence

Allied Trustee Services

Plan context: Allied Trustee Services Retirement Savings Plan

EIN 02-0795569 • Roseville, CA • 16 filings • 1 plans

990 Reserve DriveSuite 208Roseville, CA 95678
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$2,774,281

2024 Contributions

$216,623

Historical Graphs

Total Assets Over Time

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

$2,774,281$1,387,141$0200720172024YearValue
$2,774,281Latest year 2024

Participants Over Time

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

22110200720172024YearValue
21Latest 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
2024121$2,774,281$216,623$10,315iApproximate average salary by contribution assumption: employee only about $257,885 at 4% or $171,923 at 6%; with 50% employer match about $171,923 at 4% or $114,615 at 6%; with 100% employer match about $128,942 at 4% or $85,962 at 6%.
Allied Trustee Services Retirement Savings Plan-21$2,774,281$216,623$10,315iApproximate average salary by contribution assumption: employee only about $257,885 at 4% or $171,923 at 6%; with 50% employer match about $171,923 at 4% or $114,615 at 6%; with 100% employer match about $128,942 at 4% or $85,962 at 6%.
2023121$2,371,871$229,375$10,923iApproximate average salary by contribution assumption: employee only about $273,065 at 4% or $182,044 at 6%; with 50% employer match about $182,044 at 4% or $121,362 at 6%; with 100% employer match about $136,533 at 4% or $91,022 at 6%.
Allied Trustee Services Retirement Savings Plan-21$2,371,871$229,375$10,923iApproximate average salary by contribution assumption: employee only about $273,065 at 4% or $182,044 at 6%; with 50% employer match about $182,044 at 4% or $121,362 at 6%; with 100% employer match about $136,533 at 4% or $91,022 at 6%.
2022121$1,921,822$183,245$8,726iApproximate average salary by contribution assumption: employee only about $218,149 at 4% or $145,433 at 6%; with 50% employer match about $145,433 at 4% or $96,955 at 6%; with 100% employer match about $109,074 at 4% or $72,716 at 6%.
Allied Trustee Services Retirement Savings Plan-21$1,921,822$183,245$8,726iApproximate average salary by contribution assumption: employee only about $218,149 at 4% or $145,433 at 6%; with 50% employer match about $145,433 at 4% or $96,955 at 6%; with 100% employer match about $109,074 at 4% or $72,716 at 6%.
2021120$2,156,016$191,745$9,587iApproximate average salary by contribution assumption: employee only about $239,681 at 4% or $159,788 at 6%; with 50% employer match about $159,788 at 4% or $106,525 at 6%; with 100% employer match about $119,841 at 4% or $79,894 at 6%.
Allied Trustee Services Retirement Savings Plan-20$2,156,016$191,745$9,587iApproximate average salary by contribution assumption: employee only about $239,681 at 4% or $159,788 at 6%; with 50% employer match about $159,788 at 4% or $106,525 at 6%; with 100% employer match about $119,841 at 4% or $79,894 at 6%.
2020122$1,690,975$166,774$7,581iApproximate average salary by contribution assumption: employee only about $189,516 at 4% or $126,344 at 6%; with 50% employer match about $126,344 at 4% or $84,229 at 6%; with 100% employer match about $94,758 at 4% or $63,172 at 6%.
Allied Trustee Services Retirement Savings Plan-22$1,690,975$166,774$7,581iApproximate average salary by contribution assumption: employee only about $189,516 at 4% or $126,344 at 6%; with 50% employer match about $126,344 at 4% or $84,229 at 6%; with 100% employer match about $94,758 at 4% or $63,172 at 6%.
2019121$1,447,343$174,955$8,331iApproximate average salary by contribution assumption: employee only about $208,280 at 4% or $138,853 at 6%; with 50% employer match about $138,853 at 4% or $92,569 at 6%; with 100% employer match about $104,140 at 4% or $69,427 at 6%.
Allied Trustee Services Retirement Savings Plan-21$1,447,343$174,955$8,331iApproximate average salary by contribution assumption: employee only about $208,280 at 4% or $138,853 at 6%; with 50% employer match about $138,853 at 4% or $92,569 at 6%; with 100% employer match about $104,140 at 4% or $69,427 at 6%.
2018120$1,021,649$172,496$8,625iApproximate average salary by contribution assumption: employee only about $215,620 at 4% or $143,747 at 6%; with 50% employer match about $143,747 at 4% or $95,831 at 6%; with 100% employer match about $107,810 at 4% or $71,873 at 6%.
Allied Trustee Services Retirement Savings Plan-20$1,021,649$172,496$8,625iApproximate average salary by contribution assumption: employee only about $215,620 at 4% or $143,747 at 6%; with 50% employer match about $143,747 at 4% or $95,831 at 6%; with 100% employer match about $107,810 at 4% or $71,873 at 6%.
2017119$934,960$95,638$5,034iApproximate average salary by contribution assumption: employee only about $125,839 at 4% or $83,893 at 6%; with 50% employer match about $83,893 at 4% or $55,929 at 6%; with 100% employer match about $62,920 at 4% or $41,946 at 6%.
Allied Trustee Services Retirement Savings Plan-19$934,960$95,638$5,034iApproximate average salary by contribution assumption: employee only about $125,839 at 4% or $83,893 at 6%; with 50% employer match about $83,893 at 4% or $55,929 at 6%; with 100% employer match about $62,920 at 4% or $41,946 at 6%.
2016117$709,274$89,530$5,266iApproximate average salary by contribution assumption: employee only about $131,662 at 4% or $87,775 at 6%; with 50% employer match about $87,775 at 4% or $58,516 at 6%; with 100% employer match about $65,831 at 4% or $43,887 at 6%.
Allied Trustee Services Retirement Savings Plan-17$709,274$89,530$5,266iApproximate average salary by contribution assumption: employee only about $131,662 at 4% or $87,775 at 6%; with 50% employer match about $87,775 at 4% or $58,516 at 6%; with 100% employer match about $65,831 at 4% or $43,887 at 6%.
2015111$551,281$63,602$5,782iApproximate average salary by contribution assumption: employee only about $144,550 at 4% or $96,367 at 6%; with 50% employer match about $96,367 at 4% or $64,244 at 6%; with 100% employer match about $72,275 at 4% or $48,183 at 6%.
Allied Trustee Services Retirement Savings Plan-11$551,281$63,602$5,782iApproximate average salary by contribution assumption: employee only about $144,550 at 4% or $96,367 at 6%; with 50% employer match about $96,367 at 4% or $64,244 at 6%; with 100% employer match about $72,275 at 4% or $48,183 at 6%.
2014114$556,266$184,389$13,171iApproximate average salary by contribution assumption: employee only about $329,266 at 4% or $219,511 at 6%; with 50% employer match about $219,511 at 4% or $146,340 at 6%; with 100% employer match about $164,633 at 4% or $109,755 at 6%.
Allied Trustee Services Retirement Savings Plan-14$556,266$184,389$13,171iApproximate average salary by contribution assumption: employee only about $329,266 at 4% or $219,511 at 6%; with 50% employer match about $219,511 at 4% or $146,340 at 6%; with 100% employer match about $164,633 at 4% or $109,755 at 6%.
2013121$359,691$103,694$4,938iApproximate average salary by contribution assumption: employee only about $123,445 at 4% or $82,297 at 6%; with 50% employer match about $82,297 at 4% or $54,865 at 6%; with 100% employer match about $61,723 at 4% or $41,148 at 6%.
Allied Trustee Services Retirement Savings Plan-21$359,691$103,694$4,938iApproximate average salary by contribution assumption: employee only about $123,445 at 4% or $82,297 at 6%; with 50% employer match about $82,297 at 4% or $54,865 at 6%; with 100% employer match about $61,723 at 4% or $41,148 at 6%.
2010120$151,504$30,489$1,524iApproximate average salary by contribution assumption: employee only about $38,111 at 4% or $25,408 at 6%; with 50% employer match about $25,408 at 4% or $16,938 at 6%; with 100% employer match about $19,056 at 4% or $12,704 at 6%.
Allied Trustee Services Retirement Savings Plan-20$151,504$30,489$1,524iApproximate average salary by contribution assumption: employee only about $38,111 at 4% or $25,408 at 6%; with 50% employer match about $25,408 at 4% or $16,938 at 6%; with 100% employer match about $19,056 at 4% or $12,704 at 6%.
2009118$114,977$29,368$1,632iApproximate average salary by contribution assumption: employee only about $40,789 at 4% or $27,193 at 6%; with 50% employer match about $27,193 at 4% or $18,128 at 6%; with 100% employer match about $20,394 at 4% or $13,596 at 6%.
Allied Trustee Services Retirement Savings Plan-18$114,977$29,368$1,632iApproximate average salary by contribution assumption: employee only about $40,789 at 4% or $27,193 at 6%; with 50% employer match about $27,193 at 4% or $18,128 at 6%; with 100% employer match about $20,394 at 4% or $13,596 at 6%.
200819$58,315$41,371$4,597iApproximate average salary by contribution assumption: employee only about $114,919 at 4% or $76,613 at 6%; with 50% employer match about $76,613 at 4% or $51,075 at 6%; with 100% employer match about $57,460 at 4% or $38,306 at 6%.
Allied Trustee Services Retirement Savings Plan-9$58,315$41,371$4,597iApproximate average salary by contribution assumption: employee only about $114,919 at 4% or $76,613 at 6%; with 50% employer match about $76,613 at 4% or $51,075 at 6%; with 100% employer match about $57,460 at 4% or $38,306 at 6%.
200718$54,747$54,072$6,759iApproximate average salary by contribution assumption: employee only about $168,975 at 4% or $112,650 at 6%; with 50% employer match about $112,650 at 4% or $75,100 at 6%; with 100% employer match about $84,488 at 4% or $56,325 at 6%.
Allied Trustee Services Retirement Savings Plan-8$54,747$54,072$6,759iApproximate average salary by contribution assumption: employee only about $168,975 at 4% or $112,650 at 6%; with 50% employer match about $112,650 at 4% or $75,100 at 6%; with 100% employer match about $84,488 at 4% or $56,325 at 6%.