Civic Intelligence

ALVAREZ LLC

Plan context: ALVAREZ LLC 401 K PROFIT SHARING PLAN TRUST

EIN 20-1561067 • Leesburg, VA • 17 filings • 5 plans

161 Fort Evans RoadSuite 335Leesburg, VA 20176
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,310,666

2024 Contributions

$303,720

Historical Graphs

Total Assets Over Time

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

$3,310,666$1,655,333$0200820162024YearValue
$3,310,666Latest year 2024

Participants Over Time

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

1790200820162024YearValue
16Latest 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
2024116$3,310,666$303,720$18,983iApproximate average salary by contribution assumption: employee only about $474,563 at 4% or $316,375 at 6%; with 50% employer match about $316,375 at 4% or $210,917 at 6%; with 100% employer match about $237,281 at 4% or $158,188 at 6%.
ALVAREZ LLC 401 K PROFIT SHARING PLAN TRUST-16$3,310,666$303,720$18,983iApproximate average salary by contribution assumption: employee only about $474,563 at 4% or $316,375 at 6%; with 50% employer match about $316,375 at 4% or $210,917 at 6%; with 100% employer match about $237,281 at 4% or $158,188 at 6%.
2023115$2,682,969$284,768$18,985iApproximate average salary by contribution assumption: employee only about $474,613 at 4% or $316,409 at 6%; with 50% employer match about $316,409 at 4% or $210,939 at 6%; with 100% employer match about $237,307 at 4% or $158,204 at 6%.
ALVAREZ LLC 401 K PROFIT SHARING PLAN TRUST-15$2,682,969$284,768$18,985iApproximate average salary by contribution assumption: employee only about $474,613 at 4% or $316,409 at 6%; with 50% employer match about $316,409 at 4% or $210,939 at 6%; with 100% employer match about $237,307 at 4% or $158,204 at 6%.
2022115$2,005,353$274,068$18,271iApproximate average salary by contribution assumption: employee only about $456,780 at 4% or $304,520 at 6%; with 50% employer match about $304,520 at 4% or $203,013 at 6%; with 100% employer match about $228,390 at 4% or $152,260 at 6%.
ALVAREZ LLC 401 K PROFIT SHARING PLAN TRUST-15$2,005,353$274,068$18,271iApproximate average salary by contribution assumption: employee only about $456,780 at 4% or $304,520 at 6%; with 50% employer match about $304,520 at 4% or $203,013 at 6%; with 100% employer match about $228,390 at 4% or $152,260 at 6%.
2021113$2,166,678$302,251$23,250iApproximate average salary by contribution assumption: employee only about $581,252 at 4% or $387,501 at 6%; with 50% employer match about $387,501 at 4% or $258,334 at 6%; with 100% employer match about $290,626 at 4% or $193,751 at 6%.
ALVAREZ LLC 401 K PROFIT SHARING PLAN TRUST-13$2,166,678$302,251$23,250iApproximate average salary by contribution assumption: employee only about $581,252 at 4% or $387,501 at 6%; with 50% employer match about $387,501 at 4% or $258,334 at 6%; with 100% employer match about $290,626 at 4% or $193,751 at 6%.
2020114$1,679,065$271,257$19,376iApproximate average salary by contribution assumption: employee only about $484,388 at 4% or $322,925 at 6%; with 50% employer match about $322,925 at 4% or $215,283 at 6%; with 100% employer match about $242,194 at 4% or $161,463 at 6%.
ALVAREZ LLC 401 K PROFIT SHARING PLAN TRUST-14$1,679,065$271,257$19,376iApproximate average salary by contribution assumption: employee only about $484,388 at 4% or $322,925 at 6%; with 50% employer match about $322,925 at 4% or $215,283 at 6%; with 100% employer match about $242,194 at 4% or $161,463 at 6%.
2019116$1,314,506$283,263$17,704iApproximate average salary by contribution assumption: employee only about $442,598 at 4% or $295,066 at 6%; with 50% employer match about $295,066 at 4% or $196,710 at 6%; with 100% employer match about $221,299 at 4% or $147,533 at 6%.
ALVAREZ LLC 401 K PROFIT SHARING PLAN TRUST-16$1,314,506$283,263$17,704iApproximate average salary by contribution assumption: employee only about $442,598 at 4% or $295,066 at 6%; with 50% employer match about $295,066 at 4% or $196,710 at 6%; with 100% employer match about $221,299 at 4% or $147,533 at 6%.
2018114$825,320$251,859$17,990iApproximate average salary by contribution assumption: employee only about $449,748 at 4% or $299,832 at 6%; with 50% employer match about $299,832 at 4% or $199,888 at 6%; with 100% employer match about $224,874 at 4% or $149,916 at 6%.
ALVAREZ LLC 401 K PROFIT SHARING PLAN TRUST-14$825,320$251,859$17,990iApproximate average salary by contribution assumption: employee only about $449,748 at 4% or $299,832 at 6%; with 50% employer match about $299,832 at 4% or $199,888 at 6%; with 100% employer match about $224,874 at 4% or $149,916 at 6%.
2017117$750,509$312,423$18,378iApproximate average salary by contribution assumption: employee only about $459,446 at 4% or $306,297 at 6%; with 50% employer match about $306,297 at 4% or $204,198 at 6%; with 100% employer match about $229,723 at 4% or $153,149 at 6%.
ALVAREZ LLC 401 K PROFIT SHARING PLAN TRUST-17$750,509$312,423$18,378iApproximate average salary by contribution assumption: employee only about $459,446 at 4% or $306,297 at 6%; with 50% employer match about $306,297 at 4% or $204,198 at 6%; with 100% employer match about $229,723 at 4% or $153,149 at 6%.
2016117$738,167$193,195$11,364iApproximate average salary by contribution assumption: employee only about $284,110 at 4% or $189,407 at 6%; with 50% employer match about $189,407 at 4% or $126,271 at 6%; with 100% employer match about $142,055 at 4% or $94,703 at 6%.
ALVAREZ LLC 401 K PROFIT SHARING PLAN TRUST-17$738,167$193,195$11,364iApproximate average salary by contribution assumption: employee only about $284,110 at 4% or $189,407 at 6%; with 50% employer match about $189,407 at 4% or $126,271 at 6%; with 100% employer match about $142,055 at 4% or $94,703 at 6%.
2015115$502,859$186,698$12,447iApproximate average salary by contribution assumption: employee only about $311,163 at 4% or $207,442 at 6%; with 50% employer match about $207,442 at 4% or $138,295 at 6%; with 100% employer match about $155,582 at 4% or $103,721 at 6%.
ALVAREZ & ASSOCIATES, LLC 401 K PROFIT SHARING PLAN TRUST-15$502,859$186,698$12,447iApproximate average salary by contribution assumption: employee only about $311,163 at 4% or $207,442 at 6%; with 50% employer match about $207,442 at 4% or $138,295 at 6%; with 100% employer match about $155,582 at 4% or $103,721 at 6%.
2014116$497,462$147,017$9,189iApproximate average salary by contribution assumption: employee only about $229,714 at 4% or $153,143 at 6%; with 50% employer match about $153,143 at 4% or $102,095 at 6%; with 100% employer match about $114,857 at 4% or $76,571 at 6%.
ALVAREZ & ASSOCIATES, LLC 401 K PROFIT SHARING PLAN TRUST-16$497,462$147,017$9,189iApproximate average salary by contribution assumption: employee only about $229,714 at 4% or $153,143 at 6%; with 50% employer match about $153,143 at 4% or $102,095 at 6%; with 100% employer match about $114,857 at 4% or $76,571 at 6%.
2013114$522,133$212,207$15,158iApproximate average salary by contribution assumption: employee only about $378,941 at 4% or $252,627 at 6%; with 50% employer match about $252,627 at 4% or $168,418 at 6%; with 100% employer match about $189,471 at 4% or $126,314 at 6%.
ALVAREZ ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST-14$522,133$212,207$15,158iApproximate average salary by contribution assumption: employee only about $378,941 at 4% or $252,627 at 6%; with 50% employer match about $252,627 at 4% or $168,418 at 6%; with 100% employer match about $189,471 at 4% or $126,314 at 6%.
2012110$279,914$109,452$10,945iApproximate average salary by contribution assumption: employee only about $273,630 at 4% or $182,420 at 6%; with 50% employer match about $182,420 at 4% or $121,613 at 6%; with 100% employer match about $136,815 at 4% or $91,210 at 6%.
ALVAREZ ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST-10$279,914$109,452$10,945iApproximate average salary by contribution assumption: employee only about $273,630 at 4% or $182,420 at 6%; with 50% employer match about $182,420 at 4% or $121,613 at 6%; with 100% employer match about $136,815 at 4% or $91,210 at 6%.
201118$152,160$64,669$8,084iApproximate average salary by contribution assumption: employee only about $202,091 at 4% or $134,727 at 6%; with 50% employer match about $134,727 at 4% or $89,818 at 6%; with 100% employer match about $101,045 at 4% or $67,364 at 6%.
ALVAREZ ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST-8$152,160$64,669$8,084iApproximate average salary by contribution assumption: employee only about $202,091 at 4% or $134,727 at 6%; with 50% employer match about $134,727 at 4% or $89,818 at 6%; with 100% employer match about $101,045 at 4% or $67,364 at 6%.
201016$122,000$63,576$10,596iApproximate average salary by contribution assumption: employee only about $264,900 at 4% or $176,600 at 6%; with 50% employer match about $176,600 at 4% or $117,733 at 6%; with 100% employer match about $132,450 at 4% or $88,300 at 6%.
ALVAREZ ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST-6$122,000$63,576$10,596iApproximate average salary by contribution assumption: employee only about $264,900 at 4% or $176,600 at 6%; with 50% employer match about $176,600 at 4% or $117,733 at 6%; with 100% employer match about $132,450 at 4% or $88,300 at 6%.
200913$49,835$30,875$10,292iApproximate average salary by contribution assumption: employee only about $257,292 at 4% or $171,528 at 6%; with 50% employer match about $171,528 at 4% or $114,352 at 6%; with 100% employer match about $128,646 at 4% or $85,764 at 6%.
ALVAREZ ASSOCIATES LLC-3$49,835$30,875$10,292iApproximate average salary by contribution assumption: employee only about $257,292 at 4% or $171,528 at 6%; with 50% employer match about $171,528 at 4% or $114,352 at 6%; with 100% employer match about $128,646 at 4% or $85,764 at 6%.
200819$10,354$13,210$1,468iApproximate average salary by contribution assumption: employee only about $36,694 at 4% or $24,463 at 6%; with 50% employer match about $24,463 at 4% or $16,309 at 6%; with 100% employer match about $18,347 at 4% or $12,231 at 6%.
ALVAREZ & ASSOCIATES LLC 401K PROFIT SHARING PLAN & TRUST-9$10,354$13,210$1,468iApproximate average salary by contribution assumption: employee only about $36,694 at 4% or $24,463 at 6%; with 50% employer match about $24,463 at 4% or $16,309 at 6%; with 100% employer match about $18,347 at 4% or $12,231 at 6%.