Civic Intelligence

ALSIS FUNDS, LLC

Plan context: ALSIS FUNDS, LLC CASH BALANCE PLAN

EIN 20-5277563 • Miami, FL • 23 filings • 4 plans

4300 Biscayne BlvdSte 203Miami, FL 33137
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$3,844,434

2024 Contributions

$610,009

Historical Graphs

Total Assets Over Time

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

$3,844,434$1,922,217$0200820162024YearValue
$3,844,434Latest year 2024

Participants Over Time

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

630200820162024YearValue
2Latest 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
202422$3,844,434$610,009$305,005iApproximate average salary by contribution assumption: employee only about $7,625,113 at 4% or $5,083,408 at 6%; with 50% employer match about $5,083,408 at 4% or $3,388,939 at 6%; with 100% employer match about $3,812,556 at 4% or $2,541,704 at 6%.
ALSIS FUNDS, LLC CASH BALANCE PLAN-2$2,888,909$457,009$228,505iApproximate average salary by contribution assumption: employee only about $5,712,613 at 4% or $3,808,408 at 6%; with 50% employer match about $3,808,408 at 4% or $2,538,939 at 6%; with 100% employer match about $2,856,306 at 4% or $1,904,204 at 6%.
ALSIS FUNDS, LLC 401(K) PLAN-2$955,525$153,000$76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%.
202322$2,961,299$604,009$302,005iApproximate average salary by contribution assumption: employee only about $7,550,113 at 4% or $5,033,408 at 6%; with 50% employer match about $5,033,408 at 4% or $3,355,606 at 6%; with 100% employer match about $3,775,056 at 4% or $2,516,704 at 6%.
ALSIS FUNDS, LLC CASH BALANCE PLAN-2$2,225,569$457,009$228,505iApproximate average salary by contribution assumption: employee only about $5,712,613 at 4% or $3,808,408 at 6%; with 50% employer match about $3,808,408 at 4% or $2,538,939 at 6%; with 100% employer match about $2,856,306 at 4% or $1,904,204 at 6%.
ALSIS FUNDS, LLC 401(K) PLAN-2$735,730$147,000$73,500iApproximate average salary by contribution assumption: employee only about $1,837,500 at 4% or $1,225,000 at 6%; with 50% employer match about $1,225,000 at 4% or $816,667 at 6%; with 100% employer match about $918,750 at 4% or $612,500 at 6%.
202222$2,070,989$590,994$295,497iApproximate average salary by contribution assumption: employee only about $7,387,425 at 4% or $4,924,950 at 6%; with 50% employer match about $4,924,950 at 4% or $3,283,300 at 6%; with 100% employer match about $3,693,713 at 4% or $2,462,475 at 6%.
ALSIS FUNDS, LLC CASH BALANCE PLAN-2$1,552,000$455,994$227,997iApproximate average salary by contribution assumption: employee only about $5,699,925 at 4% or $3,799,950 at 6%; with 50% employer match about $3,799,950 at 4% or $2,533,300 at 6%; with 100% employer match about $2,849,963 at 4% or $1,899,975 at 6%.
ALSIS FUNDS, LLC 401(K) PLAN-2$518,989$135,000$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
202123$1,765,057$504,098$168,033iApproximate average salary by contribution assumption: employee only about $4,200,817 at 4% or $2,800,544 at 6%; with 50% employer match about $2,800,544 at 4% or $1,867,030 at 6%; with 100% employer match about $2,100,408 at 4% or $1,400,272 at 6%.
ALSIS FUNDS, LLC CASH BALANCE PLAN-3$1,256,308$361,435$120,478iApproximate average salary by contribution assumption: employee only about $3,011,958 at 4% or $2,007,972 at 6%; with 50% employer match about $2,007,972 at 4% or $1,338,648 at 6%; with 100% employer match about $1,505,979 at 4% or $1,003,986 at 6%.
ALSIS FUNDS, LLC 401(K) PLAN-3$508,749$142,663$47,554iApproximate average salary by contribution assumption: employee only about $1,188,858 at 4% or $792,572 at 6%; with 50% employer match about $792,572 at 4% or $528,381 at 6%; with 100% employer match about $594,429 at 4% or $396,286 at 6%.
202023$1,141,702$511,982$170,661iApproximate average salary by contribution assumption: employee only about $4,266,517 at 4% or $2,844,344 at 6%; with 50% employer match about $2,844,344 at 4% or $1,896,230 at 6%; with 100% employer match about $2,133,258 at 4% or $1,422,172 at 6%.
ALSIS FUNDS, LLC CASH BALANCE PLAN-3$810,213$361,425$120,475iApproximate average salary by contribution assumption: employee only about $3,011,875 at 4% or $2,007,917 at 6%; with 50% employer match about $2,007,917 at 4% or $1,338,611 at 6%; with 100% employer match about $1,505,938 at 4% or $1,003,958 at 6%.
ALSIS FUNDS, LLC 401(K) PLAN-3$331,489$150,557$50,186iApproximate average salary by contribution assumption: employee only about $1,254,642 at 4% or $836,428 at 6%; with 50% employer match about $836,428 at 4% or $557,619 at 6%; with 100% employer match about $627,321 at 4% or $418,214 at 6%.
201923$506,881$506,881$168,960iApproximate average salary by contribution assumption: employee only about $4,224,008 at 4% or $2,816,006 at 6%; with 50% employer match about $2,816,006 at 4% or $1,877,337 at 6%; with 100% employer match about $2,112,004 at 4% or $1,408,003 at 6%.
ALSIS FUNDS, LLC CASH BALANCE PLAN-3$361,199$361,199$120,400iApproximate average salary by contribution assumption: employee only about $3,009,992 at 4% or $2,006,661 at 6%; with 50% employer match about $2,006,661 at 4% or $1,337,774 at 6%; with 100% employer match about $1,504,996 at 4% or $1,003,331 at 6%.
ALSIS FUNDS, LLC 401(K) PLAN-3$145,682$145,682$48,561iApproximate average salary by contribution assumption: employee only about $1,214,017 at 4% or $809,344 at 6%; with 50% employer match about $809,344 at 4% or $539,563 at 6%; with 100% employer match about $607,008 at 4% or $404,672 at 6%.
201810$0$17,200-
ALSIS FUNDS, LLC 401(K) PROFIT SHARING PLAN & TRUST-0$0$17,200-
201711$176,237$402$402iApproximate average salary by contribution assumption: employee only about $10,050 at 4% or $6,700 at 6%; with 50% employer match about $6,700 at 4% or $4,467 at 6%; with 100% employer match about $5,025 at 4% or $3,350 at 6%.
ALSIS FUNDS, LLC 401(K) PROFIT SHARING PLAN & TRUST-1$176,237$402$402iApproximate average salary by contribution assumption: employee only about $10,050 at 4% or $6,700 at 6%; with 50% employer match about $6,700 at 4% or $4,467 at 6%; with 100% employer match about $5,025 at 4% or $3,350 at 6%.
201611$151,479$4,812$4,812iApproximate average salary by contribution assumption: employee only about $120,300 at 4% or $80,200 at 6%; with 50% employer match about $80,200 at 4% or $53,467 at 6%; with 100% employer match about $60,150 at 4% or $40,100 at 6%.
ALSIS FUNDS, LLC 401(K) PROFIT SHARING PLAN & TRUST-1$151,479$4,812$4,812iApproximate average salary by contribution assumption: employee only about $120,300 at 4% or $80,200 at 6%; with 50% employer match about $80,200 at 4% or $53,467 at 6%; with 100% employer match about $60,150 at 4% or $40,100 at 6%.
201511$137,692$292$292iApproximate average salary by contribution assumption: employee only about $7,300 at 4% or $4,867 at 6%; with 50% employer match about $4,867 at 4% or $3,244 at 6%; with 100% employer match about $3,650 at 4% or $2,433 at 6%.
ALSIS FUNDS, LLC 401(K) PROFIT SHARING PLAN & TRUST-1$137,692$292$292iApproximate average salary by contribution assumption: employee only about $7,300 at 4% or $4,867 at 6%; with 50% employer match about $4,867 at 4% or $3,244 at 6%; with 100% employer match about $3,650 at 4% or $2,433 at 6%.
201411$136,361$0-
ALSIS FUNDS, LLC 401(K) PROFIT SHARING PLAN & TRUST-1$136,361--
201311$129,107$0-
ALSIS FUNDS, LLC 401(K) PROFIT SHARING PLAN & TRUST-1$129,107--
201211$110,193$0-
ALSIS FUNDS, LLC 401(K) PROFIT SHARING PLAN & TRUST-1$110,193--
201111$98,035$0-
ALSIS FUNDS, LLC 401(K) PROFIT SHARING PLAN & TRUST-1$98,035--
201011$102,177$5,485$5,485iApproximate average salary by contribution assumption: employee only about $137,125 at 4% or $91,417 at 6%; with 50% employer match about $91,417 at 4% or $60,944 at 6%; with 100% employer match about $68,563 at 4% or $45,708 at 6%.
ALSIS FUNDS, LLC 401(K) PROFIT SHARING PLAN & TRUST-1$102,177$5,485$5,485iApproximate average salary by contribution assumption: employee only about $137,125 at 4% or $91,417 at 6%; with 50% employer match about $91,417 at 4% or $60,944 at 6%; with 100% employer match about $68,563 at 4% or $45,708 at 6%.
200916$86,558$55,447$9,241iApproximate average salary by contribution assumption: employee only about $231,029 at 4% or $154,019 at 6%; with 50% employer match about $154,019 at 4% or $102,680 at 6%; with 100% employer match about $115,515 at 4% or $77,010 at 6%.
ALSIS FUNDS, LLC 401(K) PROFIT SHARING PLAN & TRUST-6$86,558$55,447$9,241iApproximate average salary by contribution assumption: employee only about $231,029 at 4% or $154,019 at 6%; with 50% employer match about $154,019 at 4% or $102,680 at 6%; with 100% employer match about $115,515 at 4% or $77,010 at 6%.
200815$20,722$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
ALSIS FUNDS, LLC 401K PROFIT SHARING PLAN & TRUST-5$20,722$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.