Allegiance Insurance Services
Plan context: Allegiance Insurance Services 401(K) Profit Sharing Plan & Trust
EIN 32-0066635 • Burr Ridge, IL • 11 filings • 4 plans
Current Snapshot
Latest Year
2018
2018 Participants
32
2018 Assets
$1,082,331
2018 Contributions
$209,135
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 | 32 | $1,082,331 | $209,135 | $6,535iApproximate average salary by contribution assumption: employee only about $163,387 at 4% or $108,924 at 6%; with 50% employer match about $108,924 at 4% or $72,616 at 6%; with 100% employer match about $81,693 at 4% or $54,462 at 6%. |
| Allegiance Insurance Services 401(K) Profit Sharing Plan & Trust | - | 32 | $1,082,331 | $209,135 | $6,535iApproximate average salary by contribution assumption: employee only about $163,387 at 4% or $108,924 at 6%; with 50% employer match about $108,924 at 4% or $72,616 at 6%; with 100% employer match about $81,693 at 4% or $54,462 at 6%. |
| 2017 | 1 | 28 | $952,768 | $192,659 | $6,881iApproximate average salary by contribution assumption: employee only about $172,017 at 4% or $114,678 at 6%; with 50% employer match about $114,678 at 4% or $76,452 at 6%; with 100% employer match about $86,008 at 4% or $57,339 at 6%. |
| Allegiance Insurance Services 401(K) Profit Sharing Plan & Trust | - | 28 | $952,768 | $192,659 | $6,881iApproximate average salary by contribution assumption: employee only about $172,017 at 4% or $114,678 at 6%; with 50% employer match about $114,678 at 4% or $76,452 at 6%; with 100% employer match about $86,008 at 4% or $57,339 at 6%. |
| 2016 | 1 | 24 | $669,426 | $136,835 | $5,701iApproximate average salary by contribution assumption: employee only about $142,536 at 4% or $95,024 at 6%; with 50% employer match about $95,024 at 4% or $63,350 at 6%; with 100% employer match about $71,268 at 4% or $47,512 at 6%. |
| Allegiance Insurance Services 401(K) Profit Sharing Plan & Trust | - | 24 | $669,426 | $136,835 | $5,701iApproximate average salary by contribution assumption: employee only about $142,536 at 4% or $95,024 at 6%; with 50% employer match about $95,024 at 4% or $63,350 at 6%; with 100% employer match about $71,268 at 4% or $47,512 at 6%. |
| 2015 | 1 | 21 | $520,053 | $125,391 | $5,971iApproximate average salary by contribution assumption: employee only about $149,275 at 4% or $99,517 at 6%; with 50% employer match about $99,517 at 4% or $66,344 at 6%; with 100% employer match about $74,638 at 4% or $49,758 at 6%. |
| Allegiance Insurance Services 401(K) Profit Sharing Plan & Trust | - | 21 | $520,053 | $125,391 | $5,971iApproximate average salary by contribution assumption: employee only about $149,275 at 4% or $99,517 at 6%; with 50% employer match about $99,517 at 4% or $66,344 at 6%; with 100% employer match about $74,638 at 4% or $49,758 at 6%. |
| 2014 | 1 | 18 | $424,302 | $86,052 | $4,781iApproximate average salary by contribution assumption: employee only about $119,517 at 4% or $79,678 at 6%; with 50% employer match about $79,678 at 4% or $53,119 at 6%; with 100% employer match about $59,758 at 4% or $39,839 at 6%. |
| Allegiance Insurance Services 401(K) Profit Sharing Plan & Trust | - | 18 | $424,302 | $86,052 | $4,781iApproximate average salary by contribution assumption: employee only about $119,517 at 4% or $79,678 at 6%; with 50% employer match about $79,678 at 4% or $53,119 at 6%; with 100% employer match about $59,758 at 4% or $39,839 at 6%. |
| 2013 | 1 | 12 | $340,250 | $99,380 | $8,282iApproximate average salary by contribution assumption: employee only about $207,042 at 4% or $138,028 at 6%; with 50% employer match about $138,028 at 4% or $92,019 at 6%; with 100% employer match about $103,521 at 4% or $69,014 at 6%. |
| Allegiance Insurance Services 401(K) Profit Sharing Plan & Trust | - | 12 | $340,250 | $99,380 | $8,282iApproximate average salary by contribution assumption: employee only about $207,042 at 4% or $138,028 at 6%; with 50% employer match about $138,028 at 4% or $92,019 at 6%; with 100% employer match about $103,521 at 4% or $69,014 at 6%. |
| 2012 | 1 | 12 | $215,490 | $69,300 | $5,775iApproximate average salary by contribution assumption: employee only about $144,375 at 4% or $96,250 at 6%; with 50% employer match about $96,250 at 4% or $64,167 at 6%; with 100% employer match about $72,188 at 4% or $48,125 at 6%. |
| Allegiance Insurance Services 401(K) Profit Sharing Plan & Trust | - | 12 | $215,490 | $69,300 | $5,775iApproximate average salary by contribution assumption: employee only about $144,375 at 4% or $96,250 at 6%; with 50% employer match about $96,250 at 4% or $64,167 at 6%; with 100% employer match about $72,188 at 4% or $48,125 at 6%. |
| 2011 | 1 | 10 | $132,169 | $58,911 | $5,891iApproximate average salary by contribution assumption: employee only about $147,278 at 4% or $98,185 at 6%; with 50% employer match about $98,185 at 4% or $65,457 at 6%; with 100% employer match about $73,639 at 4% or $49,093 at 6%. |
| Allegiance Insurance Services 401(K) Profit Sharing Plan & Trust | - | 10 | $132,169 | $58,911 | $5,891iApproximate average salary by contribution assumption: employee only about $147,278 at 4% or $98,185 at 6%; with 50% employer match about $98,185 at 4% or $65,457 at 6%; with 100% employer match about $73,639 at 4% or $49,093 at 6%. |
| 2010 | 1 | 11 | $104,077 | $40,347 | $3,668iApproximate average salary by contribution assumption: employee only about $91,698 at 4% or $61,132 at 6%; with 50% employer match about $61,132 at 4% or $40,755 at 6%; with 100% employer match about $45,849 at 4% or $30,566 at 6%. |
| Allegiance Insurance Services 401(K) Profit Sharing Plan & Trust | - | 11 | $104,077 | $40,347 | $3,668iApproximate average salary by contribution assumption: employee only about $91,698 at 4% or $61,132 at 6%; with 50% employer match about $61,132 at 4% or $40,755 at 6%; with 100% employer match about $45,849 at 4% or $30,566 at 6%. |
| 2009 | 1 | 10 | $53,942 | $27,090 | $2,709iApproximate average salary by contribution assumption: employee only about $67,725 at 4% or $45,150 at 6%; with 50% employer match about $45,150 at 4% or $30,100 at 6%; with 100% employer match about $33,863 at 4% or $22,575 at 6%. |
| Allegiance Insurance Services 401(K) Profit Sharing Plan & Trust | - | 10 | $53,942 | $27,090 | $2,709iApproximate average salary by contribution assumption: employee only about $67,725 at 4% or $45,150 at 6%; with 50% employer match about $45,150 at 4% or $30,100 at 6%; with 100% employer match about $33,863 at 4% or $22,575 at 6%. |
| 2007 | 1 | 17 | $0 | $0 | - |
| Allegiance Insurance Services 401(K) Profit Sharing Plan & Trust | - | 17 | - | - | - |