Allocation Inc
Plan context: Allocation Inc Safe Harbor 401(K) Plan
EIN 25-1779402 • Park Ridge, NJ • 14 filings • 4 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$439,215
2016 Contributions
$21,333
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Allocation Inc Safe Harbor 401(K) Plan | - | 0 | $0 | $0 | - |
| 2015 | 1 | 1 | $439,215 | $21,333 | $21,333iApproximate average salary by contribution assumption: employee only about $533,325 at 4% or $355,550 at 6%; with 50% employer match about $355,550 at 4% or $237,033 at 6%; with 100% employer match about $266,663 at 4% or $177,775 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 1 | $439,215 | $21,333 | $21,333iApproximate average salary by contribution assumption: employee only about $533,325 at 4% or $355,550 at 6%; with 50% employer match about $355,550 at 4% or $237,033 at 6%; with 100% employer match about $266,663 at 4% or $177,775 at 6%. |
| 2014 | 1 | 1 | $429,561 | $46,082 | $46,082iApproximate average salary by contribution assumption: employee only about $1,152,050 at 4% or $768,033 at 6%; with 50% employer match about $768,033 at 4% or $512,022 at 6%; with 100% employer match about $576,025 at 4% or $384,017 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 1 | $429,561 | $46,082 | $46,082iApproximate average salary by contribution assumption: employee only about $1,152,050 at 4% or $768,033 at 6%; with 50% employer match about $768,033 at 4% or $512,022 at 6%; with 100% employer match about $576,025 at 4% or $384,017 at 6%. |
| 2013 | 1 | 2 | $736,484 | $57,349 | $28,675iApproximate average salary by contribution assumption: employee only about $716,863 at 4% or $477,908 at 6%; with 50% employer match about $477,908 at 4% or $318,606 at 6%; with 100% employer match about $358,431 at 4% or $238,954 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 2 | $736,484 | $57,349 | $28,675iApproximate average salary by contribution assumption: employee only about $716,863 at 4% or $477,908 at 6%; with 50% employer match about $477,908 at 4% or $318,606 at 6%; with 100% employer match about $358,431 at 4% or $238,954 at 6%. |
| 2012 | 1 | 2 | $584,250 | $49,881 | $24,941iApproximate average salary by contribution assumption: employee only about $623,513 at 4% or $415,675 at 6%; with 50% employer match about $415,675 at 4% or $277,117 at 6%; with 100% employer match about $311,756 at 4% or $207,838 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 2 | $584,250 | $49,881 | $24,941iApproximate average salary by contribution assumption: employee only about $623,513 at 4% or $415,675 at 6%; with 50% employer match about $415,675 at 4% or $277,117 at 6%; with 100% employer match about $311,756 at 4% or $207,838 at 6%. |
| 2011 | 1 | 2 | $481,370 | $49,294 | $24,647iApproximate average salary by contribution assumption: employee only about $616,175 at 4% or $410,783 at 6%; with 50% employer match about $410,783 at 4% or $273,856 at 6%; with 100% employer match about $308,088 at 4% or $205,392 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 2 | $481,370 | $49,294 | $24,647iApproximate average salary by contribution assumption: employee only about $616,175 at 4% or $410,783 at 6%; with 50% employer match about $410,783 at 4% or $273,856 at 6%; with 100% employer match about $308,088 at 4% or $205,392 at 6%. |
| 2010 | 1 | 2 | $435,205 | $48,213 | $24,107iApproximate average salary by contribution assumption: employee only about $602,663 at 4% or $401,775 at 6%; with 50% employer match about $401,775 at 4% or $267,850 at 6%; with 100% employer match about $301,331 at 4% or $200,888 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 2 | $435,205 | $48,213 | $24,107iApproximate average salary by contribution assumption: employee only about $602,663 at 4% or $401,775 at 6%; with 50% employer match about $401,775 at 4% or $267,850 at 6%; with 100% employer match about $301,331 at 4% or $200,888 at 6%. |
| 2009 | 1 | 3 | $394,664 | $49,608 | $16,536iApproximate average salary by contribution assumption: employee only about $413,400 at 4% or $275,600 at 6%; with 50% employer match about $275,600 at 4% or $183,733 at 6%; with 100% employer match about $206,700 at 4% or $137,800 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 3 | $394,664 | $49,608 | $16,536iApproximate average salary by contribution assumption: employee only about $413,400 at 4% or $275,600 at 6%; with 50% employer match about $275,600 at 4% or $183,733 at 6%; with 100% employer match about $206,700 at 4% or $137,800 at 6%. |
| 2008 | 1 | 2 | $291,064 | $46,874 | $23,437iApproximate average salary by contribution assumption: employee only about $585,925 at 4% or $390,617 at 6%; with 50% employer match about $390,617 at 4% or $260,411 at 6%; with 100% employer match about $292,963 at 4% or $195,308 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 2 | $291,064 | $46,874 | $23,437iApproximate average salary by contribution assumption: employee only about $585,925 at 4% or $390,617 at 6%; with 50% employer match about $390,617 at 4% or $260,411 at 6%; with 100% employer match about $292,963 at 4% or $195,308 at 6%. |
| 2007 | 1 | 2 | $333,250 | $45,658 | $22,829iApproximate average salary by contribution assumption: employee only about $570,725 at 4% or $380,483 at 6%; with 50% employer match about $380,483 at 4% or $253,656 at 6%; with 100% employer match about $285,363 at 4% or $190,242 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 2 | $333,250 | $45,658 | $22,829iApproximate average salary by contribution assumption: employee only about $570,725 at 4% or $380,483 at 6%; with 50% employer match about $380,483 at 4% or $253,656 at 6%; with 100% employer match about $285,363 at 4% or $190,242 at 6%. |
| 2006 | 1 | 2 | $273,941 | $46,792 | $23,396iApproximate average salary by contribution assumption: employee only about $584,900 at 4% or $389,933 at 6%; with 50% employer match about $389,933 at 4% or $259,956 at 6%; with 100% employer match about $292,450 at 4% or $194,967 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 2 | $273,941 | $46,792 | $23,396iApproximate average salary by contribution assumption: employee only about $584,900 at 4% or $389,933 at 6%; with 50% employer match about $389,933 at 4% or $259,956 at 6%; with 100% employer match about $292,450 at 4% or $194,967 at 6%. |
| 2005 | 1 | 2 | $199,723 | $62,686 | $31,343iApproximate average salary by contribution assumption: employee only about $783,575 at 4% or $522,383 at 6%; with 50% employer match about $522,383 at 4% or $348,256 at 6%; with 100% employer match about $391,788 at 4% or $261,192 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 2 | $199,723 | $62,686 | $31,343iApproximate average salary by contribution assumption: employee only about $783,575 at 4% or $522,383 at 6%; with 50% employer match about $522,383 at 4% or $348,256 at 6%; with 100% employer match about $391,788 at 4% or $261,192 at 6%. |
| 2004 | 1 | 3 | $127,896 | $66,340 | $22,113iApproximate average salary by contribution assumption: employee only about $552,833 at 4% or $368,556 at 6%; with 50% employer match about $368,556 at 4% or $245,704 at 6%; with 100% employer match about $276,417 at 4% or $184,278 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 3 | $127,896 | $66,340 | $22,113iApproximate average salary by contribution assumption: employee only about $552,833 at 4% or $368,556 at 6%; with 50% employer match about $368,556 at 4% or $245,704 at 6%; with 100% employer match about $276,417 at 4% or $184,278 at 6%. |
| 2003 | 1 | 3 | $39,057 | $35,469 | $11,823iApproximate average salary by contribution assumption: employee only about $295,575 at 4% or $197,050 at 6%; with 50% employer match about $197,050 at 4% or $131,367 at 6%; with 100% employer match about $147,788 at 4% or $98,525 at 6%. |
| Allocation Inc Safe Harbor 401(K) Plan | - | 3 | $39,057 | $35,469 | $11,823iApproximate average salary by contribution assumption: employee only about $295,575 at 4% or $197,050 at 6%; with 50% employer match about $197,050 at 4% or $131,367 at 6%; with 100% employer match about $147,788 at 4% or $98,525 at 6%. |