Civic Intelligence

ALLEE, KING, ROSEN, & FLEMING, INC.

Plan context: Akrf Inc. Profit-Sharing Plan and 401K Plan

EIN 13-3433475 • 32 filings • 4 plans

Current Snapshot

Latest Year

2019

2019 Participants

318

2019 Assets

$36,609,760

2019 Contributions

$3,268,506

Historical Graphs

Total Assets Over Time

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

$36,609,760$18,304,880$0199920082015YearValue
$36,609,760Latest year 2015

Participants Over Time

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

3191600199920092019YearValue
318Latest year 2019

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
20191318$0$0-
Akrf Inc. Health and Welfare Benefits Plan-318---
20181308$0$0-
Akrf Inc. Health and Welfare Benefits Plan-308---
20171319$0$0-
Akrf Inc. Health and Welfare Benefits Plan-319---
20161319$0$0-
Akrf Inc. Health and Welfare Benefits Plan-319---
20152298$36,609,760$3,268,506$10,968iApproximate average salary by contribution assumption: employee only about $274,204 at 4% or $182,802 at 6%; with 50% employer match about $182,802 at 4% or $121,868 at 6%; with 100% employer match about $137,102 at 4% or $91,401 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-298$36,609,760$3,268,506$10,968iApproximate average salary by contribution assumption: employee only about $274,204 at 4% or $182,802 at 6%; with 50% employer match about $182,802 at 4% or $121,868 at 6%; with 100% employer match about $137,102 at 4% or $91,401 at 6%.
Akrf Inc. Health and Welfare Benefits Plan-271---
20142239$34,692,933$2,309,059$9,661iApproximate average salary by contribution assumption: employee only about $241,533 at 4% or $161,022 at 6%; with 50% employer match about $161,022 at 4% or $107,348 at 6%; with 100% employer match about $120,767 at 4% or $80,511 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-239$34,692,933$2,309,059$9,661iApproximate average salary by contribution assumption: employee only about $241,533 at 4% or $161,022 at 6%; with 50% employer match about $161,022 at 4% or $107,348 at 6%; with 100% employer match about $120,767 at 4% or $80,511 at 6%.
Akrf Inc. Health and Welfare Benefits Plan-231---
20132217$31,131,032$1,989,927$9,170iApproximate average salary by contribution assumption: employee only about $229,254 at 4% or $152,836 at 6%; with 50% employer match about $152,836 at 4% or $101,891 at 6%; with 100% employer match about $114,627 at 4% or $76,418 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-217$31,131,032$1,989,927$9,170iApproximate average salary by contribution assumption: employee only about $229,254 at 4% or $152,836 at 6%; with 50% employer match about $152,836 at 4% or $101,891 at 6%; with 100% employer match about $114,627 at 4% or $76,418 at 6%.
Akrf Inc. Health and Welfare Benefits Plan-213---
20122199$24,941,350$2,099,762$10,552iApproximate average salary by contribution assumption: employee only about $263,789 at 4% or $175,859 at 6%; with 50% employer match about $175,859 at 4% or $117,240 at 6%; with 100% employer match about $131,895 at 4% or $87,930 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-190$24,941,350$2,099,762$11,051iApproximate average salary by contribution assumption: employee only about $276,284 at 4% or $184,190 at 6%; with 50% employer match about $184,190 at 4% or $122,793 at 6%; with 100% employer match about $138,142 at 4% or $92,095 at 6%.
Akrf Inc. Health and Welfare Benefits Plan-199---
20112177$20,841,251$1,778,402$10,047iApproximate average salary by contribution assumption: employee only about $251,187 at 4% or $167,458 at 6%; with 50% employer match about $167,458 at 4% or $111,639 at 6%; with 100% employer match about $125,593 at 4% or $83,729 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-177$20,841,251$1,778,402$10,047iApproximate average salary by contribution assumption: employee only about $251,187 at 4% or $167,458 at 6%; with 50% employer match about $167,458 at 4% or $111,639 at 6%; with 100% employer match about $125,593 at 4% or $83,729 at 6%.
Akrf Inc. Health and Welfare Benefits Plan-177---
20102175$19,580,037$1,409,031$8,052iApproximate average salary by contribution assumption: employee only about $201,290 at 4% or $134,193 at 6%; with 50% employer match about $134,193 at 4% or $89,462 at 6%; with 100% employer match about $100,645 at 4% or $67,097 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-175$19,580,037$1,409,031$8,052iApproximate average salary by contribution assumption: employee only about $201,290 at 4% or $134,193 at 6%; with 50% employer match about $134,193 at 4% or $89,462 at 6%; with 100% employer match about $100,645 at 4% or $67,097 at 6%.
Akrf Inc. Health and Welfare Benefits Plan-165---
20092180$16,395,955$1,456,247$8,090iApproximate average salary by contribution assumption: employee only about $202,257 at 4% or $134,838 at 6%; with 50% employer match about $134,838 at 4% or $89,892 at 6%; with 100% employer match about $101,128 at 4% or $67,419 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-180$16,395,955$1,456,247$8,090iApproximate average salary by contribution assumption: employee only about $202,257 at 4% or $134,838 at 6%; with 50% employer match about $134,838 at 4% or $89,892 at 6%; with 100% employer match about $101,128 at 4% or $67,419 at 6%.
Akrf Inc. Health and Welfare Benefits Plan-176---
20082199$12,339,582$1,553,286$7,805iApproximate average salary by contribution assumption: employee only about $195,136 at 4% or $130,091 at 6%; with 50% employer match about $130,091 at 4% or $86,727 at 6%; with 100% employer match about $97,568 at 4% or $65,045 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-199$12,339,582$1,553,286$7,805iApproximate average salary by contribution assumption: employee only about $195,136 at 4% or $130,091 at 6%; with 50% employer match about $130,091 at 4% or $86,727 at 6%; with 100% employer match about $97,568 at 4% or $65,045 at 6%.
Akrf Inc. Health and Welfare Benefits Plan-191---
20072220$15,844,342$1,920,226$8,728iApproximate average salary by contribution assumption: employee only about $218,207 at 4% or $145,472 at 6%; with 50% employer match about $145,472 at 4% or $96,981 at 6%; with 100% employer match about $109,104 at 4% or $72,736 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-187$15,844,342$1,920,226$10,269iApproximate average salary by contribution assumption: employee only about $256,715 at 4% or $171,143 at 6%; with 50% employer match about $171,143 at 4% or $114,095 at 6%; with 100% employer match about $128,357 at 4% or $85,572 at 6%.
Akrf Inc. Health and Welfare Benefits Plan-220---
20062201$13,899,542$1,812,368$9,017iApproximate average salary by contribution assumption: employee only about $225,419 at 4% or $150,279 at 6%; with 50% employer match about $150,279 at 4% or $100,186 at 6%; with 100% employer match about $112,709 at 4% or $75,140 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-163$13,899,542$1,812,368$11,119iApproximate average salary by contribution assumption: employee only about $277,971 at 4% or $185,314 at 6%; with 50% employer match about $185,314 at 4% or $123,542 at 6%; with 100% employer match about $138,985 at 4% or $92,657 at 6%.
Akrf Inc. Health and Welfare Benefits Plan-201---
20052175$11,091,190$2,988,297$17,076iApproximate average salary by contribution assumption: employee only about $426,900 at 4% or $284,600 at 6%; with 50% employer match about $284,600 at 4% or $189,733 at 6%; with 100% employer match about $213,450 at 4% or $142,300 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-175$11,091,190$1,603,859$9,165iApproximate average salary by contribution assumption: employee only about $229,123 at 4% or $152,748 at 6%; with 50% employer match about $152,748 at 4% or $101,832 at 6%; with 100% employer match about $114,561 at 4% or $76,374 at 6%.
Akrf Inc. Health and Welfare Benefits Plan-174-$1,384,438$7,957iApproximate average salary by contribution assumption: employee only about $198,914 at 4% or $132,609 at 6%; with 50% employer match about $132,609 at 4% or $88,406 at 6%; with 100% employer match about $99,457 at 4% or $66,305 at 6%.
20041150$8,727,782$1,298,940$8,660iApproximate average salary by contribution assumption: employee only about $216,490 at 4% or $144,327 at 6%; with 50% employer match about $144,327 at 4% or $96,218 at 6%; with 100% employer match about $108,245 at 4% or $72,163 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-150$8,727,782$1,298,940$8,660iApproximate average salary by contribution assumption: employee only about $216,490 at 4% or $144,327 at 6%; with 50% employer match about $144,327 at 4% or $96,218 at 6%; with 100% employer match about $108,245 at 4% or $72,163 at 6%.
20031133$7,099,450$1,194,713$8,983iApproximate average salary by contribution assumption: employee only about $224,570 at 4% or $149,713 at 6%; with 50% employer match about $149,713 at 4% or $99,809 at 6%; with 100% employer match about $112,285 at 4% or $74,857 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-133$7,099,450$1,194,713$8,983iApproximate average salary by contribution assumption: employee only about $224,570 at 4% or $149,713 at 6%; with 50% employer match about $149,713 at 4% or $99,809 at 6%; with 100% employer match about $112,285 at 4% or $74,857 at 6%.
20021103$4,744,239$1,113,644$10,812iApproximate average salary by contribution assumption: employee only about $270,302 at 4% or $180,201 at 6%; with 50% employer match about $180,201 at 4% or $120,134 at 6%; with 100% employer match about $135,151 at 4% or $90,101 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-103$4,744,239$1,113,644$10,812iApproximate average salary by contribution assumption: employee only about $270,302 at 4% or $180,201 at 6%; with 50% employer match about $180,201 at 4% or $120,134 at 6%; with 100% employer match about $135,151 at 4% or $90,101 at 6%.
2001193$0$0-
Akrf Inc. Profit-Sharing Plan and 401K Plan-93---
2000180$0$0-
Akrf Inc. Profit-Sharing Plan and 401K Plan-80---
1999167$5,022,465$537,665$8,025iApproximate average salary by contribution assumption: employee only about $200,621 at 4% or $133,748 at 6%; with 50% employer match about $133,748 at 4% or $89,165 at 6%; with 100% employer match about $100,311 at 4% or $66,874 at 6%.
Akrf Inc. Profit-Sharing Plan and 401K Plan-67$5,022,465$537,665$8,025iApproximate average salary by contribution assumption: employee only about $200,621 at 4% or $133,748 at 6%; with 50% employer match about $133,748 at 4% or $89,165 at 6%; with 100% employer match about $100,311 at 4% or $66,874 at 6%.