Civic Intelligence

Allen & Lin Inc..

Plan context: S. A. ALLEN, M.D. 401(K) PLAN

EIN 03-0485455 • LA Quinta, CA • 17 filings • 3 plans

79430 Highway 111Suite 101LA Quinta, CA 92253
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$901,143

2024 Contributions

$72,531

Historical Graphs

Total Assets Over Time

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

$901,143$450,572$0200820152023YearValue
$901,143Latest year 2023

Participants Over Time

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

1260200820152023YearValue
9Latest year 2023

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
202410$0$72,531-
S. A. ALLEN, M.D. 401(K) PLAN-0$0$72,531-
202319$901,143$111,535$12,393iApproximate average salary by contribution assumption: employee only about $309,819 at 4% or $206,546 at 6%; with 50% employer match about $206,546 at 4% or $137,698 at 6%; with 100% employer match about $154,910 at 4% or $103,273 at 6%.
S. A. ALLEN, M.D. 401(K) PLAN-9$901,143$111,535$12,393iApproximate average salary by contribution assumption: employee only about $309,819 at 4% or $206,546 at 6%; with 50% employer match about $206,546 at 4% or $137,698 at 6%; with 100% employer match about $154,910 at 4% or $103,273 at 6%.
202218$645,072$106,751$13,344iApproximate average salary by contribution assumption: employee only about $333,597 at 4% or $222,398 at 6%; with 50% employer match about $222,398 at 4% or $148,265 at 6%; with 100% employer match about $166,798 at 4% or $111,199 at 6%.
S. A. ALLEN, M.D. 401(K) PLAN-8$645,072$106,751$13,344iApproximate average salary by contribution assumption: employee only about $333,597 at 4% or $222,398 at 6%; with 50% employer match about $222,398 at 4% or $148,265 at 6%; with 100% employer match about $166,798 at 4% or $111,199 at 6%.
2021112$711,291$108,945$9,079iApproximate average salary by contribution assumption: employee only about $226,969 at 4% or $151,313 at 6%; with 50% employer match about $151,313 at 4% or $100,875 at 6%; with 100% employer match about $113,484 at 4% or $75,656 at 6%.
S. A. ALLEN, M.D. 401(K) PLAN-12$711,291$108,945$9,079iApproximate average salary by contribution assumption: employee only about $226,969 at 4% or $151,313 at 6%; with 50% employer match about $151,313 at 4% or $100,875 at 6%; with 100% employer match about $113,484 at 4% or $75,656 at 6%.
202019$503,578$96,613$10,735iApproximate average salary by contribution assumption: employee only about $268,369 at 4% or $178,913 at 6%; with 50% employer match about $178,913 at 4% or $119,275 at 6%; with 100% employer match about $134,185 at 4% or $89,456 at 6%.
S. A. ALLEN, M.D. 401(K) PLAN-9$503,578$96,613$10,735iApproximate average salary by contribution assumption: employee only about $268,369 at 4% or $178,913 at 6%; with 50% employer match about $178,913 at 4% or $119,275 at 6%; with 100% employer match about $134,185 at 4% or $89,456 at 6%.
201916$340,756$95,727$15,955iApproximate average salary by contribution assumption: employee only about $398,863 at 4% or $265,908 at 6%; with 50% employer match about $265,908 at 4% or $177,272 at 6%; with 100% employer match about $199,431 at 4% or $132,954 at 6%.
S. A. ALLEN, M.D. 401(K) PLAN-6$340,756$95,727$15,955iApproximate average salary by contribution assumption: employee only about $398,863 at 4% or $265,908 at 6%; with 50% employer match about $265,908 at 4% or $177,272 at 6%; with 100% employer match about $199,431 at 4% or $132,954 at 6%.
201818$199,765$153,541$19,193iApproximate average salary by contribution assumption: employee only about $479,816 at 4% or $319,877 at 6%; with 50% employer match about $319,877 at 4% or $213,251 at 6%; with 100% employer match about $239,908 at 4% or $159,939 at 6%.
S. A. ALLEN, M.D. 401(K) PLAN-8$199,765$153,541$19,193iApproximate average salary by contribution assumption: employee only about $479,816 at 4% or $319,877 at 6%; with 50% employer match about $319,877 at 4% or $213,251 at 6%; with 100% employer match about $239,908 at 4% or $159,939 at 6%.
201717$60,845$56,714$8,102iApproximate average salary by contribution assumption: employee only about $202,550 at 4% or $135,033 at 6%; with 50% employer match about $135,033 at 4% or $90,022 at 6%; with 100% employer match about $101,275 at 4% or $67,517 at 6%.
S. A. ALLEN, M.D. 401(K) PLAN-7$60,845$56,714$8,102iApproximate average salary by contribution assumption: employee only about $202,550 at 4% or $135,033 at 6%; with 50% employer match about $135,033 at 4% or $90,022 at 6%; with 100% employer match about $101,275 at 4% or $67,517 at 6%.
201610$0$0-
Allen & Lin Inc. 401(K) Profit Sharing Plan-0$0$0-
201519$885,176$153,880$17,098iApproximate average salary by contribution assumption: employee only about $427,444 at 4% or $284,963 at 6%; with 50% employer match about $284,963 at 4% or $189,975 at 6%; with 100% employer match about $213,722 at 4% or $142,481 at 6%.
Allen & Lin Inc. 401(K) Profit Sharing Plan-9$885,176$153,880$17,098iApproximate average salary by contribution assumption: employee only about $427,444 at 4% or $284,963 at 6%; with 50% employer match about $284,963 at 4% or $189,975 at 6%; with 100% employer match about $213,722 at 4% or $142,481 at 6%.
201418$759,180$139,600$17,450iApproximate average salary by contribution assumption: employee only about $436,250 at 4% or $290,833 at 6%; with 50% employer match about $290,833 at 4% or $193,889 at 6%; with 100% employer match about $218,125 at 4% or $145,417 at 6%.
Allen & Lin Inc. 401(K) Profit Sharing Plan-8$759,180$139,600$17,450iApproximate average salary by contribution assumption: employee only about $436,250 at 4% or $290,833 at 6%; with 50% employer match about $290,833 at 4% or $193,889 at 6%; with 100% employer match about $218,125 at 4% or $145,417 at 6%.
201317$595,578$131,966$18,852iApproximate average salary by contribution assumption: employee only about $471,307 at 4% or $314,205 at 6%; with 50% employer match about $314,205 at 4% or $209,470 at 6%; with 100% employer match about $235,654 at 4% or $157,102 at 6%.
Allen & Lin Inc. 401(K) Profit Sharing Plan-7$595,578$131,966$18,852iApproximate average salary by contribution assumption: employee only about $471,307 at 4% or $314,205 at 6%; with 50% employer match about $314,205 at 4% or $209,470 at 6%; with 100% employer match about $235,654 at 4% or $157,102 at 6%.
201217$387,893$65,520$9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%.
Allen & Lin Inc. 401(K) Profit Sharing Plan-7$387,893$65,520$9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%.
201117$276,263$54,820$7,831iApproximate average salary by contribution assumption: employee only about $195,786 at 4% or $130,524 at 6%; with 50% employer match about $130,524 at 4% or $87,016 at 6%; with 100% employer match about $97,893 at 4% or $65,262 at 6%.
Allen & Lin Inc. 401(K) Profit Sharing Plan-7$276,263$54,820$7,831iApproximate average salary by contribution assumption: employee only about $195,786 at 4% or $130,524 at 6%; with 50% employer match about $130,524 at 4% or $87,016 at 6%; with 100% employer match about $97,893 at 4% or $65,262 at 6%.
201018$244,893$65,280$8,160iApproximate average salary by contribution assumption: employee only about $204,000 at 4% or $136,000 at 6%; with 50% employer match about $136,000 at 4% or $90,667 at 6%; with 100% employer match about $102,000 at 4% or $68,000 at 6%.
Allen & Lin Inc. 401(K) Profit Sharing Plan-8$244,893$65,280$8,160iApproximate average salary by contribution assumption: employee only about $204,000 at 4% or $136,000 at 6%; with 50% employer match about $136,000 at 4% or $90,667 at 6%; with 100% employer match about $102,000 at 4% or $68,000 at 6%.
200917$160,591$70,810$10,116iApproximate average salary by contribution assumption: employee only about $252,893 at 4% or $168,595 at 6%; with 50% employer match about $168,595 at 4% or $112,397 at 6%; with 100% employer match about $126,446 at 4% or $84,298 at 6%.
Allen & Lin Inc. 401(K) Profit Sharing Plan-7$160,591$70,810$10,116iApproximate average salary by contribution assumption: employee only about $252,893 at 4% or $168,595 at 6%; with 50% employer match about $168,595 at 4% or $112,397 at 6%; with 100% employer match about $126,446 at 4% or $84,298 at 6%.
200817$60,351$71,914$10,273iApproximate average salary by contribution assumption: employee only about $256,836 at 4% or $171,224 at 6%; with 50% employer match about $171,224 at 4% or $114,149 at 6%; with 100% employer match about $128,418 at 4% or $85,612 at 6%.
Allen & Lin Inc. 401(K) Profit Sharing Plan-7$60,351$71,914$10,273iApproximate average salary by contribution assumption: employee only about $256,836 at 4% or $171,224 at 6%; with 50% employer match about $171,224 at 4% or $114,149 at 6%; with 100% employer match about $128,418 at 4% or $85,612 at 6%.