Civic Intelligence

Allen Fields Associates Inc.

Plan context: Allen Fields Associates Inc. 401K Plan

EIN 31-1367675 • Lebanon, OH • 25 filings • 3 plans

3525 Grant Drive, Suite DLebanon, OH 45036
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$3,956,072

2024 Contributions

$463,122

Historical Graphs

Total Assets Over Time

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

$3,956,072$1,978,036$0199920122023YearValue
$3,956,072Latest year 2023

Participants Over Time

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

35180199920122023YearValue
33Latest year 2023

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
202410$0$0-
Allen Fields Associates Inc. 401K Plan-0---
2023133$3,956,072$463,122$14,034iApproximate average salary by contribution assumption: employee only about $350,850 at 4% or $233,900 at 6%; with 50% employer match about $233,900 at 4% or $155,933 at 6%; with 100% employer match about $175,425 at 4% or $116,950 at 6%.
Allen Fields Associates Inc. 401K Plan-33$3,956,072$463,122$14,034iApproximate average salary by contribution assumption: employee only about $350,850 at 4% or $233,900 at 6%; with 50% employer match about $233,900 at 4% or $155,933 at 6%; with 100% employer match about $175,425 at 4% or $116,950 at 6%.
2022135$3,034,225$447,047$12,773iApproximate average salary by contribution assumption: employee only about $319,319 at 4% or $212,880 at 6%; with 50% employer match about $212,880 at 4% or $141,920 at 6%; with 100% employer match about $159,660 at 4% or $106,440 at 6%.
Allen Fields Associates Inc. 401K Plan-35$3,034,225$447,047$12,773iApproximate average salary by contribution assumption: employee only about $319,319 at 4% or $212,880 at 6%; with 50% employer match about $212,880 at 4% or $141,920 at 6%; with 100% employer match about $159,660 at 4% or $106,440 at 6%.
2021130$3,378,733$363,133$12,104iApproximate average salary by contribution assumption: employee only about $302,611 at 4% or $201,741 at 6%; with 50% employer match about $201,741 at 4% or $134,494 at 6%; with 100% employer match about $151,305 at 4% or $100,870 at 6%.
Allen Fields Associates Inc. 401K Plan-30$3,378,733$363,133$12,104iApproximate average salary by contribution assumption: employee only about $302,611 at 4% or $201,741 at 6%; with 50% employer match about $201,741 at 4% or $134,494 at 6%; with 100% employer match about $151,305 at 4% or $100,870 at 6%.
2020130$2,810,261$411,992$13,733iApproximate average salary by contribution assumption: employee only about $343,327 at 4% or $228,884 at 6%; with 50% employer match about $228,884 at 4% or $152,590 at 6%; with 100% employer match about $171,663 at 4% or $114,442 at 6%.
Allen Fields Associates Inc. 401K Plan-30$2,810,261$411,992$13,733iApproximate average salary by contribution assumption: employee only about $343,327 at 4% or $228,884 at 6%; with 50% employer match about $228,884 at 4% or $152,590 at 6%; with 100% employer match about $171,663 at 4% or $114,442 at 6%.
2019128$3,011,933$316,948$11,320iApproximate average salary by contribution assumption: employee only about $282,989 at 4% or $188,660 at 6%; with 50% employer match about $188,660 at 4% or $125,773 at 6%; with 100% employer match about $141,495 at 4% or $94,330 at 6%.
Allen Fields Associates Inc. 401K Plan-28$3,011,933$316,948$11,320iApproximate average salary by contribution assumption: employee only about $282,989 at 4% or $188,660 at 6%; with 50% employer match about $188,660 at 4% or $125,773 at 6%; with 100% employer match about $141,495 at 4% or $94,330 at 6%.
2018129$2,281,986$283,903$9,790iApproximate average salary by contribution assumption: employee only about $244,744 at 4% or $163,163 at 6%; with 50% employer match about $163,163 at 4% or $108,775 at 6%; with 100% employer match about $122,372 at 4% or $81,581 at 6%.
Allen Fields Associates Inc. 401K Plan-29$2,281,986$283,903$9,790iApproximate average salary by contribution assumption: employee only about $244,744 at 4% or $163,163 at 6%; with 50% employer match about $163,163 at 4% or $108,775 at 6%; with 100% employer match about $122,372 at 4% or $81,581 at 6%.
2017119$2,167,896$228,069$12,004iApproximate average salary by contribution assumption: employee only about $300,091 at 4% or $200,061 at 6%; with 50% employer match about $200,061 at 4% or $133,374 at 6%; with 100% employer match about $150,045 at 4% or $100,030 at 6%.
Allen Fields Associates Inc. 401K Plan-19$2,167,896$228,069$12,004iApproximate average salary by contribution assumption: employee only about $300,091 at 4% or $200,061 at 6%; with 50% employer match about $200,061 at 4% or $133,374 at 6%; with 100% employer match about $150,045 at 4% or $100,030 at 6%.
2016119$2,126,364$206,210$10,853iApproximate average salary by contribution assumption: employee only about $271,329 at 4% or $180,886 at 6%; with 50% employer match about $180,886 at 4% or $120,591 at 6%; with 100% employer match about $135,664 at 4% or $90,443 at 6%.
Allen Fields Associates Inc. 401K Plan-19$2,126,364$206,210$10,853iApproximate average salary by contribution assumption: employee only about $271,329 at 4% or $180,886 at 6%; with 50% employer match about $180,886 at 4% or $120,591 at 6%; with 100% employer match about $135,664 at 4% or $90,443 at 6%.
2015120$1,764,404$197,090$9,855iApproximate average salary by contribution assumption: employee only about $246,363 at 4% or $164,242 at 6%; with 50% employer match about $164,242 at 4% or $109,494 at 6%; with 100% employer match about $123,181 at 4% or $82,121 at 6%.
Allen Fields Associates Inc. 401K Plan-20$1,764,404$197,090$9,855iApproximate average salary by contribution assumption: employee only about $246,363 at 4% or $164,242 at 6%; with 50% employer match about $164,242 at 4% or $109,494 at 6%; with 100% employer match about $123,181 at 4% or $82,121 at 6%.
2014116$1,605,924$85,620$5,351iApproximate average salary by contribution assumption: employee only about $133,781 at 4% or $89,188 at 6%; with 50% employer match about $89,188 at 4% or $59,458 at 6%; with 100% employer match about $66,891 at 4% or $44,594 at 6%.
Allen Fields Associates Inc. 401K Plan-16$1,605,924$85,620$5,351iApproximate average salary by contribution assumption: employee only about $133,781 at 4% or $89,188 at 6%; with 50% employer match about $89,188 at 4% or $59,458 at 6%; with 100% employer match about $66,891 at 4% or $44,594 at 6%.
2013116$1,563,456$85,959$5,372iApproximate average salary by contribution assumption: employee only about $134,311 at 4% or $89,541 at 6%; with 50% employer match about $89,541 at 4% or $59,694 at 6%; with 100% employer match about $67,155 at 4% or $44,770 at 6%.
Allen Fields Associates Inc. 401K Plan-16$1,563,456$85,959$5,372iApproximate average salary by contribution assumption: employee only about $134,311 at 4% or $89,541 at 6%; with 50% employer match about $89,541 at 4% or $59,694 at 6%; with 100% employer match about $67,155 at 4% or $44,770 at 6%.
2012116$1,263,891$61,106$3,819iApproximate average salary by contribution assumption: employee only about $95,478 at 4% or $63,652 at 6%; with 50% employer match about $63,652 at 4% or $42,435 at 6%; with 100% employer match about $47,739 at 4% or $31,826 at 6%.
Allen Fields Associates Inc. 401K Plan-16$1,263,891$61,106$3,819iApproximate average salary by contribution assumption: employee only about $95,478 at 4% or $63,652 at 6%; with 50% employer match about $63,652 at 4% or $42,435 at 6%; with 100% employer match about $47,739 at 4% or $31,826 at 6%.
2011117$1,094,984$69,898$4,112iApproximate average salary by contribution assumption: employee only about $102,791 at 4% or $68,527 at 6%; with 50% employer match about $68,527 at 4% or $45,685 at 6%; with 100% employer match about $51,396 at 4% or $34,264 at 6%.
Allen Fields Associates Inc. 401K Plan-17$1,094,984$69,898$4,112iApproximate average salary by contribution assumption: employee only about $102,791 at 4% or $68,527 at 6%; with 50% employer match about $68,527 at 4% or $45,685 at 6%; with 100% employer match about $51,396 at 4% or $34,264 at 6%.
2010116$1,171,174$67,462$4,216iApproximate average salary by contribution assumption: employee only about $105,409 at 4% or $70,273 at 6%; with 50% employer match about $70,273 at 4% or $46,849 at 6%; with 100% employer match about $52,705 at 4% or $35,136 at 6%.
Allen Fields Associates Inc. 401K Plan-16$1,171,174$67,462$4,216iApproximate average salary by contribution assumption: employee only about $105,409 at 4% or $70,273 at 6%; with 50% employer match about $70,273 at 4% or $46,849 at 6%; with 100% employer match about $52,705 at 4% or $35,136 at 6%.
2009112$1,172,415$53,250$4,438iApproximate average salary by contribution assumption: employee only about $110,938 at 4% or $73,958 at 6%; with 50% employer match about $73,958 at 4% or $49,306 at 6%; with 100% employer match about $55,469 at 4% or $36,979 at 6%.
Allen Fields Associates Inc. 401K Plan-12$1,172,415$53,250$4,438iApproximate average salary by contribution assumption: employee only about $110,938 at 4% or $73,958 at 6%; with 50% employer match about $73,958 at 4% or $49,306 at 6%; with 100% employer match about $55,469 at 4% or $36,979 at 6%.
2007117$1,615,242$144,174$8,481iApproximate average salary by contribution assumption: employee only about $212,021 at 4% or $141,347 at 6%; with 50% employer match about $141,347 at 4% or $94,231 at 6%; with 100% employer match about $106,010 at 4% or $70,674 at 6%.
Allen Fields Associates Inc. 401K Plan-17$1,615,242$144,174$8,481iApproximate average salary by contribution assumption: employee only about $212,021 at 4% or $141,347 at 6%; with 50% employer match about $141,347 at 4% or $94,231 at 6%; with 100% employer match about $106,010 at 4% or $70,674 at 6%.
2006120$1,411,411$146,514$7,326iApproximate average salary by contribution assumption: employee only about $183,143 at 4% or $122,095 at 6%; with 50% employer match about $122,095 at 4% or $81,397 at 6%; with 100% employer match about $91,571 at 4% or $61,048 at 6%.
Allen Fields Associates Inc. 401K Plan-20$1,411,411$146,514$7,326iApproximate average salary by contribution assumption: employee only about $183,143 at 4% or $122,095 at 6%; with 50% employer match about $122,095 at 4% or $81,397 at 6%; with 100% employer match about $91,571 at 4% or $61,048 at 6%.
2005123$1,127,230$100,141$4,354iApproximate average salary by contribution assumption: employee only about $108,849 at 4% or $72,566 at 6%; with 50% employer match about $72,566 at 4% or $48,377 at 6%; with 100% employer match about $54,424 at 4% or $36,283 at 6%.
Allen Fields Associates Inc. 401K Plan-23$1,127,230$100,141$4,354iApproximate average salary by contribution assumption: employee only about $108,849 at 4% or $72,566 at 6%; with 50% employer match about $72,566 at 4% or $48,377 at 6%; with 100% employer match about $54,424 at 4% or $36,283 at 6%.
2004113$984,429$91,257$7,020iApproximate average salary by contribution assumption: employee only about $175,494 at 4% or $116,996 at 6%; with 50% employer match about $116,996 at 4% or $77,997 at 6%; with 100% employer match about $87,747 at 4% or $58,498 at 6%.
Allen Fields Associates Inc. 401K Plan-13$984,429$91,257$7,020iApproximate average salary by contribution assumption: employee only about $175,494 at 4% or $116,996 at 6%; with 50% employer match about $116,996 at 4% or $77,997 at 6%; with 100% employer match about $87,747 at 4% or $58,498 at 6%.
2003113$848,930$80,109$6,162iApproximate average salary by contribution assumption: employee only about $154,056 at 4% or $102,704 at 6%; with 50% employer match about $102,704 at 4% or $68,469 at 6%; with 100% employer match about $77,028 at 4% or $51,352 at 6%.
Allen Fields Associates Inc. 401K Plan-13$848,930$80,109$6,162iApproximate average salary by contribution assumption: employee only about $154,056 at 4% or $102,704 at 6%; with 50% employer match about $102,704 at 4% or $68,469 at 6%; with 100% employer match about $77,028 at 4% or $51,352 at 6%.
2002116$656,056$83,125$5,195iApproximate average salary by contribution assumption: employee only about $129,883 at 4% or $86,589 at 6%; with 50% employer match about $86,589 at 4% or $57,726 at 6%; with 100% employer match about $64,941 at 4% or $43,294 at 6%.
Allen Fields Associates Inc. 401K Plan-16$656,056$83,125$5,195iApproximate average salary by contribution assumption: employee only about $129,883 at 4% or $86,589 at 6%; with 50% employer match about $86,589 at 4% or $57,726 at 6%; with 100% employer match about $64,941 at 4% or $43,294 at 6%.
2001119$711,172$91,281$4,804iApproximate average salary by contribution assumption: employee only about $120,107 at 4% or $80,071 at 6%; with 50% employer match about $80,071 at 4% or $53,381 at 6%; with 100% employer match about $60,053 at 4% or $40,036 at 6%.
Allen Fields Associates Inc. 401K Plan-19$711,172$91,281$4,804iApproximate average salary by contribution assumption: employee only about $120,107 at 4% or $80,071 at 6%; with 50% employer match about $80,071 at 4% or $53,381 at 6%; with 100% employer match about $60,053 at 4% or $40,036 at 6%.
2000121$608,364$96,396$4,590iApproximate average salary by contribution assumption: employee only about $114,757 at 4% or $76,505 at 6%; with 50% employer match about $76,505 at 4% or $51,003 at 6%; with 100% employer match about $57,379 at 4% or $38,252 at 6%.
Allen Fields Associates Inc. 401K Plan-21$608,364$96,396$4,590iApproximate average salary by contribution assumption: employee only about $114,757 at 4% or $76,505 at 6%; with 50% employer match about $76,505 at 4% or $51,003 at 6%; with 100% employer match about $57,379 at 4% or $38,252 at 6%.
1999120$466,930$93,803$4,690iApproximate average salary by contribution assumption: employee only about $117,254 at 4% or $78,169 at 6%; with 50% employer match about $78,169 at 4% or $52,113 at 6%; with 100% employer match about $58,627 at 4% or $39,085 at 6%.
Allen Fields Associates Inc. 401K Plan-20$466,930$93,803$4,690iApproximate average salary by contribution assumption: employee only about $117,254 at 4% or $78,169 at 6%; with 50% employer match about $78,169 at 4% or $52,113 at 6%; with 100% employer match about $58,627 at 4% or $39,085 at 6%.