Alma Strategies LLC
Plan context: Alma Strategies LLC 401(K) Profit Sharing Plan
EIN 27-1043732 • Sacramento, CA • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$759,443
2024 Contributions
$74,839
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $759,443 | $74,839 | $7,484iApproximate average salary by contribution assumption: employee only about $187,098 at 4% or $124,732 at 6%; with 50% employer match about $124,732 at 4% or $83,154 at 6%; with 100% employer match about $93,549 at 4% or $62,366 at 6%. |
| Alma Strategies LLC 401(K) Profit Sharing Plan | - | 10 | $759,443 | $74,839 | $7,484iApproximate average salary by contribution assumption: employee only about $187,098 at 4% or $124,732 at 6%; with 50% employer match about $124,732 at 4% or $83,154 at 6%; with 100% employer match about $93,549 at 4% or $62,366 at 6%. |
| 2023 | 1 | 9 | $663,787 | $73,492 | $8,166iApproximate average salary by contribution assumption: employee only about $204,144 at 4% or $136,096 at 6%; with 50% employer match about $136,096 at 4% or $90,731 at 6%; with 100% employer match about $102,072 at 4% or $68,048 at 6%. |
| Alma Strategies LLC 401(K) Profit Sharing Plan | - | 9 | $663,787 | $73,492 | $8,166iApproximate average salary by contribution assumption: employee only about $204,144 at 4% or $136,096 at 6%; with 50% employer match about $136,096 at 4% or $90,731 at 6%; with 100% employer match about $102,072 at 4% or $68,048 at 6%. |
| 2022 | 1 | 7 | $518,434 | $39,979 | $5,711iApproximate average salary by contribution assumption: employee only about $142,782 at 4% or $95,188 at 6%; with 50% employer match about $95,188 at 4% or $63,459 at 6%; with 100% employer match about $71,391 at 4% or $47,594 at 6%. |
| Alma Strategies LLC 401(K) Profit Sharing Plan | - | 7 | $518,434 | $39,979 | $5,711iApproximate average salary by contribution assumption: employee only about $142,782 at 4% or $95,188 at 6%; with 50% employer match about $95,188 at 4% or $63,459 at 6%; with 100% employer match about $71,391 at 4% or $47,594 at 6%. |
| 2021 | 1 | 6 | $600,678 | $53,587 | $8,931iApproximate average salary by contribution assumption: employee only about $223,279 at 4% or $148,853 at 6%; with 50% employer match about $148,853 at 4% or $99,235 at 6%; with 100% employer match about $111,640 at 4% or $74,426 at 6%. |
| Alma Strategies LLC 401(K) Profit Sharing Plan | - | 6 | $600,678 | $53,587 | $8,931iApproximate average salary by contribution assumption: employee only about $223,279 at 4% or $148,853 at 6%; with 50% employer match about $148,853 at 4% or $99,235 at 6%; with 100% employer match about $111,640 at 4% or $74,426 at 6%. |
| 2020 | 1 | 5 | $482,990 | $39,668 | $7,934iApproximate average salary by contribution assumption: employee only about $198,340 at 4% or $132,227 at 6%; with 50% employer match about $132,227 at 4% or $88,151 at 6%; with 100% employer match about $99,170 at 4% or $66,113 at 6%. |
| Alma Strategies LLC 401(K) Profit Sharing Plan | - | 5 | $482,990 | $39,668 | $7,934iApproximate average salary by contribution assumption: employee only about $198,340 at 4% or $132,227 at 6%; with 50% employer match about $132,227 at 4% or $88,151 at 6%; with 100% employer match about $99,170 at 4% or $66,113 at 6%. |
| 2019 | 1 | 3 | $378,761 | $34,415 | $11,472iApproximate average salary by contribution assumption: employee only about $286,792 at 4% or $191,194 at 6%; with 50% employer match about $191,194 at 4% or $127,463 at 6%; with 100% employer match about $143,396 at 4% or $95,597 at 6%. |
| Alma Strategies LLC 401(K) Profit Sharing Plan | - | 3 | $378,761 | $34,415 | $11,472iApproximate average salary by contribution assumption: employee only about $286,792 at 4% or $191,194 at 6%; with 50% employer match about $191,194 at 4% or $127,463 at 6%; with 100% employer match about $143,396 at 4% or $95,597 at 6%. |
| 2018 | 1 | 4 | $355,790 | $282,020 | $70,505iApproximate average salary by contribution assumption: employee only about $1,762,625 at 4% or $1,175,083 at 6%; with 50% employer match about $1,175,083 at 4% or $783,389 at 6%; with 100% employer match about $881,313 at 4% or $587,542 at 6%. |
| Alma Strategies LLC 401(K) Profit Sharing Plan | - | 4 | $355,790 | $282,020 | $70,505iApproximate average salary by contribution assumption: employee only about $1,762,625 at 4% or $1,175,083 at 6%; with 50% employer match about $1,175,083 at 4% or $783,389 at 6%; with 100% employer match about $881,313 at 4% or $587,542 at 6%. |
| 2017 | 1 | 3 | $108,628 | $39,934 | $13,311iApproximate average salary by contribution assumption: employee only about $332,783 at 4% or $221,856 at 6%; with 50% employer match about $221,856 at 4% or $147,904 at 6%; with 100% employer match about $166,392 at 4% or $110,928 at 6%. |
| Alma Strategies LLC 401(K) Profit Sharing Plan | - | 3 | $108,628 | $39,934 | $13,311iApproximate average salary by contribution assumption: employee only about $332,783 at 4% or $221,856 at 6%; with 50% employer match about $221,856 at 4% or $147,904 at 6%; with 100% employer match about $166,392 at 4% or $110,928 at 6%. |
| 2016 | 1 | 0 | $56,040 | $33,311 | - |
| Alma Strategies LLC 401(K) Profit Sharing Plan | - | 0 | $56,040 | $33,311 | - |
| 2015 | 1 | 1 | $20,043 | $20,063 | $20,063iApproximate average salary by contribution assumption: employee only about $501,575 at 4% or $334,383 at 6%; with 50% employer match about $334,383 at 4% or $222,922 at 6%; with 100% employer match about $250,788 at 4% or $167,192 at 6%. |
| Alma Strategies LLC 401(K) Profit Sharing Plan | - | 1 | $20,043 | $20,063 | $20,063iApproximate average salary by contribution assumption: employee only about $501,575 at 4% or $334,383 at 6%; with 50% employer match about $334,383 at 4% or $222,922 at 6%; with 100% employer match about $250,788 at 4% or $167,192 at 6%. |