Civic Intelligence

Alena Wealth LLC

Plan context: Alena Wealth LLC 401(K) Plan

EIN 26-1444060 • Lexington, MA • 19 filings • 4 plans

57 Bedford StreetSuite 204Lexington, MA 02420
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$8,736,335

2024 Contributions

$992,034

Historical Graphs

Total Assets Over Time

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

$8,736,335$4,368,168$0200720162024YearValue
$8,736,335Latest year 2024

Participants Over Time

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

630200720162024YearValue
6Latest 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
202426$8,736,335$992,034$165,339iApproximate average salary by contribution assumption: employee only about $4,133,475 at 4% or $2,755,650 at 6%; with 50% employer match about $2,755,650 at 4% or $1,837,100 at 6%; with 100% employer match about $2,066,738 at 4% or $1,377,825 at 6%.
Alena Wealth LLC 401(K) Plan-6$7,948,294$203,993$33,999iApproximate average salary by contribution assumption: employee only about $849,971 at 4% or $566,647 at 6%; with 50% employer match about $566,647 at 4% or $377,765 at 6%; with 100% employer match about $424,985 at 4% or $283,324 at 6%.
ALENA WEALTH, LLC CASH BALANCE PLAN-6$788,041$788,041$131,340iApproximate average salary by contribution assumption: employee only about $3,283,504 at 4% or $2,189,003 at 6%; with 50% employer match about $2,189,003 at 4% or $1,459,335 at 6%; with 100% employer match about $1,641,752 at 4% or $1,094,501 at 6%.
202316$6,191,843$268,809$44,802iApproximate average salary by contribution assumption: employee only about $1,120,038 at 4% or $746,692 at 6%; with 50% employer match about $746,692 at 4% or $497,794 at 6%; with 100% employer match about $560,019 at 4% or $373,346 at 6%.
Alena Wealth LLC 401(K) Plan-6$6,191,843$268,809$44,802iApproximate average salary by contribution assumption: employee only about $1,120,038 at 4% or $746,692 at 6%; with 50% employer match about $746,692 at 4% or $497,794 at 6%; with 100% employer match about $560,019 at 4% or $373,346 at 6%.
202216$4,687,088$386,412$64,402iApproximate average salary by contribution assumption: employee only about $1,610,050 at 4% or $1,073,367 at 6%; with 50% employer match about $1,073,367 at 4% or $715,578 at 6%; with 100% employer match about $805,025 at 4% or $536,683 at 6%.
Alena Wealth LLC 401(K) Plan-6$4,687,088$386,412$64,402iApproximate average salary by contribution assumption: employee only about $1,610,050 at 4% or $1,073,367 at 6%; with 50% employer match about $1,073,367 at 4% or $715,578 at 6%; with 100% employer match about $805,025 at 4% or $536,683 at 6%.
202115$5,438,183$464,469$92,894iApproximate average salary by contribution assumption: employee only about $2,322,345 at 4% or $1,548,230 at 6%; with 50% employer match about $1,548,230 at 4% or $1,032,153 at 6%; with 100% employer match about $1,161,173 at 4% or $774,115 at 6%.
Alena Wealth LLC 401(K) Plan-5$5,438,183$464,469$92,894iApproximate average salary by contribution assumption: employee only about $2,322,345 at 4% or $1,548,230 at 6%; with 50% employer match about $1,548,230 at 4% or $1,032,153 at 6%; with 100% employer match about $1,161,173 at 4% or $774,115 at 6%.
202015$4,067,499$185,483$37,097iApproximate average salary by contribution assumption: employee only about $927,415 at 4% or $618,277 at 6%; with 50% employer match about $618,277 at 4% or $412,184 at 6%; with 100% employer match about $463,708 at 4% or $309,138 at 6%.
Alena Wealth LLC 401(K) Plan-5$4,067,499$185,483$37,097iApproximate average salary by contribution assumption: employee only about $927,415 at 4% or $618,277 at 6%; with 50% employer match about $618,277 at 4% or $412,184 at 6%; with 100% employer match about $463,708 at 4% or $309,138 at 6%.
201915$3,262,219$380,847$76,169iApproximate average salary by contribution assumption: employee only about $1,904,235 at 4% or $1,269,490 at 6%; with 50% employer match about $1,269,490 at 4% or $846,327 at 6%; with 100% employer match about $952,117 at 4% or $634,745 at 6%.
Alena Wealth LLC 401(K) Plan-5$3,262,219$380,847$76,169iApproximate average salary by contribution assumption: employee only about $1,904,235 at 4% or $1,269,490 at 6%; with 50% employer match about $1,269,490 at 4% or $846,327 at 6%; with 100% employer match about $952,117 at 4% or $634,745 at 6%.
201814$2,253,762$162,722$40,681iApproximate average salary by contribution assumption: employee only about $1,017,013 at 4% or $678,008 at 6%; with 50% employer match about $678,008 at 4% or $452,006 at 6%; with 100% employer match about $508,506 at 4% or $339,004 at 6%.
Alena Wealth LLC 401(K) Plan-4$2,253,762$162,722$40,681iApproximate average salary by contribution assumption: employee only about $1,017,013 at 4% or $678,008 at 6%; with 50% employer match about $678,008 at 4% or $452,006 at 6%; with 100% employer match about $508,506 at 4% or $339,004 at 6%.
201714$2,194,246$280,172$70,043iApproximate average salary by contribution assumption: employee only about $1,751,075 at 4% or $1,167,383 at 6%; with 50% employer match about $1,167,383 at 4% or $778,256 at 6%; with 100% employer match about $875,538 at 4% or $583,692 at 6%.
Alena Wealth LLC 401(K) Plan-4$2,194,246$280,172$70,043iApproximate average salary by contribution assumption: employee only about $1,751,075 at 4% or $1,167,383 at 6%; with 50% employer match about $1,167,383 at 4% or $778,256 at 6%; with 100% employer match about $875,538 at 4% or $583,692 at 6%.
201614$1,631,057$153,120$38,280iApproximate average salary by contribution assumption: employee only about $957,000 at 4% or $638,000 at 6%; with 50% employer match about $638,000 at 4% or $425,333 at 6%; with 100% employer match about $478,500 at 4% or $319,000 at 6%.
Alena Wealth LLC 401(K) Plan-4$1,631,057$153,120$38,280iApproximate average salary by contribution assumption: employee only about $957,000 at 4% or $638,000 at 6%; with 50% employer match about $638,000 at 4% or $425,333 at 6%; with 100% employer match about $478,500 at 4% or $319,000 at 6%.
201514$1,352,483$163,443$40,861iApproximate average salary by contribution assumption: employee only about $1,021,519 at 4% or $681,013 at 6%; with 50% employer match about $681,013 at 4% or $454,008 at 6%; with 100% employer match about $510,759 at 4% or $340,506 at 6%.
Alena Wealth LLC 401(K) Plan-4$1,352,483$163,443$40,861iApproximate average salary by contribution assumption: employee only about $1,021,519 at 4% or $681,013 at 6%; with 50% employer match about $681,013 at 4% or $454,008 at 6%; with 100% employer match about $510,759 at 4% or $340,506 at 6%.
201414$1,260,181$151,749$37,937iApproximate average salary by contribution assumption: employee only about $948,431 at 4% or $632,288 at 6%; with 50% employer match about $632,288 at 4% or $421,525 at 6%; with 100% employer match about $474,216 at 4% or $316,144 at 6%.
Alena Wealth LLC 401(K) Plan-4$1,260,181$151,749$37,937iApproximate average salary by contribution assumption: employee only about $948,431 at 4% or $632,288 at 6%; with 50% employer match about $632,288 at 4% or $421,525 at 6%; with 100% employer match about $474,216 at 4% or $316,144 at 6%.
201314$1,028,970$154,248$38,562iApproximate average salary by contribution assumption: employee only about $964,050 at 4% or $642,700 at 6%; with 50% employer match about $642,700 at 4% or $428,467 at 6%; with 100% employer match about $482,025 at 4% or $321,350 at 6%.
Alena Wealth LLC 401(K) Plan-4$1,028,970$154,248$38,562iApproximate average salary by contribution assumption: employee only about $964,050 at 4% or $642,700 at 6%; with 50% employer match about $642,700 at 4% or $428,467 at 6%; with 100% employer match about $482,025 at 4% or $321,350 at 6%.
201214$817,371$164,221$41,055iApproximate average salary by contribution assumption: employee only about $1,026,381 at 4% or $684,254 at 6%; with 50% employer match about $684,254 at 4% or $456,169 at 6%; with 100% employer match about $513,191 at 4% or $342,127 at 6%.
Alena Wealth LLC 401(K) Plan-4$817,371$164,221$41,055iApproximate average salary by contribution assumption: employee only about $1,026,381 at 4% or $684,254 at 6%; with 50% employer match about $684,254 at 4% or $456,169 at 6%; with 100% employer match about $513,191 at 4% or $342,127 at 6%.
201114$563,882$157,378$39,345iApproximate average salary by contribution assumption: employee only about $983,613 at 4% or $655,742 at 6%; with 50% employer match about $655,742 at 4% or $437,161 at 6%; with 100% employer match about $491,806 at 4% or $327,871 at 6%.
Alena Wealth LLC 401(K) Plan-4$563,882$157,378$39,345iApproximate average salary by contribution assumption: employee only about $983,613 at 4% or $655,742 at 6%; with 50% employer match about $655,742 at 4% or $437,161 at 6%; with 100% employer match about $491,806 at 4% or $327,871 at 6%.
201015$443,582$126,994$25,399iApproximate average salary by contribution assumption: employee only about $634,970 at 4% or $423,313 at 6%; with 50% employer match about $423,313 at 4% or $282,209 at 6%; with 100% employer match about $317,485 at 4% or $211,657 at 6%.
Alena Wealth LLC 401(K) Plan-5$443,582$126,994$25,399iApproximate average salary by contribution assumption: employee only about $634,970 at 4% or $423,313 at 6%; with 50% employer match about $423,313 at 4% or $282,209 at 6%; with 100% employer match about $317,485 at 4% or $211,657 at 6%.
200914$277,055$124,037$31,009iApproximate average salary by contribution assumption: employee only about $775,231 at 4% or $516,821 at 6%; with 50% employer match about $516,821 at 4% or $344,547 at 6%; with 100% employer match about $387,616 at 4% or $258,410 at 6%.
Alena Wealth LLC 401(K) Plan-4$277,055$124,037$31,009iApproximate average salary by contribution assumption: employee only about $775,231 at 4% or $516,821 at 6%; with 50% employer match about $516,821 at 4% or $344,547 at 6%; with 100% employer match about $387,616 at 4% or $258,410 at 6%.
200813$101,196$93,887$31,296iApproximate average salary by contribution assumption: employee only about $782,392 at 4% or $521,594 at 6%; with 50% employer match about $521,594 at 4% or $347,730 at 6%; with 100% employer match about $391,196 at 4% or $260,797 at 6%.
Alena Wealth LLC 401(K) Plan-3$101,196$93,887$31,296iApproximate average salary by contribution assumption: employee only about $782,392 at 4% or $521,594 at 6%; with 50% employer match about $521,594 at 4% or $347,730 at 6%; with 100% employer match about $391,196 at 4% or $260,797 at 6%.
200712$63,754$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
Alena Wealth LLC 401(K) Plan-2$63,754$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.