Align, Assess, Achieve LLC
Plan context: Align, Assess, Achieve Retirement Plan
EIN 26-2269010 • Columbus, OH • 10 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$987,352
2018 Contributions
$44,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Align, Assess, Achieve Retirement Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 3 | $987,352 | $0 | - |
| Align, Assess, Achieve Retirement Plan | - | 3 | $987,352 | $0 | - |
| 2016 | 1 | 3 | $823,572 | $44,000 | $14,667iApproximate average salary by contribution assumption: employee only about $366,667 at 4% or $244,444 at 6%; with 50% employer match about $244,444 at 4% or $162,963 at 6%; with 100% employer match about $183,333 at 4% or $122,222 at 6%. |
| Align, Assess, Achieve Retirement Plan | - | 3 | $823,572 | $44,000 | $14,667iApproximate average salary by contribution assumption: employee only about $366,667 at 4% or $244,444 at 6%; with 50% employer match about $244,444 at 4% or $162,963 at 6%; with 100% employer match about $183,333 at 4% or $122,222 at 6%. |
| 2015 | 1 | 3 | $726,629 | $49,416 | $16,472iApproximate average salary by contribution assumption: employee only about $411,800 at 4% or $274,533 at 6%; with 50% employer match about $274,533 at 4% or $183,022 at 6%; with 100% employer match about $205,900 at 4% or $137,267 at 6%. |
| Align, Assess, Achieve Retirement Plan | - | 3 | $726,629 | $49,416 | $16,472iApproximate average salary by contribution assumption: employee only about $411,800 at 4% or $274,533 at 6%; with 50% employer match about $274,533 at 4% or $183,022 at 6%; with 100% employer match about $205,900 at 4% or $137,267 at 6%. |
| 2014 | 1 | 3 | $676,122 | $29,859 | $9,953iApproximate average salary by contribution assumption: employee only about $248,825 at 4% or $165,883 at 6%; with 50% employer match about $165,883 at 4% or $110,589 at 6%; with 100% employer match about $124,413 at 4% or $82,942 at 6%. |
| Align, Assess, Achieve Retirement Plan | - | 3 | $676,122 | $29,859 | $9,953iApproximate average salary by contribution assumption: employee only about $248,825 at 4% or $165,883 at 6%; with 50% employer match about $165,883 at 4% or $110,589 at 6%; with 100% employer match about $124,413 at 4% or $82,942 at 6%. |
| 2013 | 1 | 4 | $616,595 | $114,189 | $28,547iApproximate average salary by contribution assumption: employee only about $713,681 at 4% or $475,788 at 6%; with 50% employer match about $475,788 at 4% or $317,192 at 6%; with 100% employer match about $356,841 at 4% or $237,894 at 6%. |
| Align, Assess, Achieve Retirement Plan | - | 4 | $616,595 | $114,189 | $28,547iApproximate average salary by contribution assumption: employee only about $713,681 at 4% or $475,788 at 6%; with 50% employer match about $475,788 at 4% or $317,192 at 6%; with 100% employer match about $356,841 at 4% or $237,894 at 6%. |
| 2012 | 1 | 4 | $410,425 | $107,991 | $26,998iApproximate average salary by contribution assumption: employee only about $674,944 at 4% or $449,963 at 6%; with 50% employer match about $449,963 at 4% or $299,975 at 6%; with 100% employer match about $337,472 at 4% or $224,981 at 6%. |
| Align, Assess, Achieve Retirement Plan | - | 4 | $410,425 | $107,991 | $26,998iApproximate average salary by contribution assumption: employee only about $674,944 at 4% or $449,963 at 6%; with 50% employer match about $449,963 at 4% or $299,975 at 6%; with 100% employer match about $337,472 at 4% or $224,981 at 6%. |
| 2011 | 1 | 3 | $263,245 | $103,782 | $34,594iApproximate average salary by contribution assumption: employee only about $864,850 at 4% or $576,567 at 6%; with 50% employer match about $576,567 at 4% or $384,378 at 6%; with 100% employer match about $432,425 at 4% or $288,283 at 6%. |
| Align, Assess, Achieve Retirement Plan | - | 3 | $263,245 | $103,782 | $34,594iApproximate average salary by contribution assumption: employee only about $864,850 at 4% or $576,567 at 6%; with 50% employer match about $576,567 at 4% or $384,378 at 6%; with 100% employer match about $432,425 at 4% or $288,283 at 6%. |
| 2010 | 1 | 3 | $169,241 | $120,464 | $40,155iApproximate average salary by contribution assumption: employee only about $1,003,867 at 4% or $669,244 at 6%; with 50% employer match about $669,244 at 4% or $446,163 at 6%; with 100% employer match about $501,933 at 4% or $334,622 at 6%. |
| Align, Assess, Achieve Retirement Plan | - | 3 | $169,241 | $120,464 | $40,155iApproximate average salary by contribution assumption: employee only about $1,003,867 at 4% or $669,244 at 6%; with 50% employer match about $669,244 at 4% or $446,163 at 6%; with 100% employer match about $501,933 at 4% or $334,622 at 6%. |
| 2009 | 1 | 2 | $34,931 | $33,000 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |
| Align, Assess, Achieve Retirement Plan | - | 2 | $34,931 | $33,000 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |