Civic Intelligence

Allco Fullerton Insurance Agen

Plan context: Allco Fullerton Insurance 401K Profit Sharing Plan & Trust

EIN 33-0068561 • Fullerton, CA • 22 filings • 6 plans

830 S. Euclid StreetFullerton, CA 92832
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$2,807,992

2025 Contributions

$204,008

Historical Graphs

Total Assets Over Time

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

$3,011,426$1,505,713$0200420152025YearValue
$2,807,992Latest year 2025

Participants Over Time

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

1790200420152025YearValue
16Latest year 2025

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
2025116$2,807,992$204,008$12,751iApproximate average salary by contribution assumption: employee only about $318,763 at 4% or $212,508 at 6%; with 50% employer match about $212,508 at 4% or $141,672 at 6%; with 100% employer match about $159,381 at 4% or $106,254 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-16$2,807,992$204,008$12,751iApproximate average salary by contribution assumption: employee only about $318,763 at 4% or $212,508 at 6%; with 50% employer match about $212,508 at 4% or $141,672 at 6%; with 100% employer match about $159,381 at 4% or $106,254 at 6%.
2024115$3,011,426$165,124$11,008iApproximate average salary by contribution assumption: employee only about $275,207 at 4% or $183,471 at 6%; with 50% employer match about $183,471 at 4% or $122,314 at 6%; with 100% employer match about $137,603 at 4% or $91,736 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-15$3,011,426$165,124$11,008iApproximate average salary by contribution assumption: employee only about $275,207 at 4% or $183,471 at 6%; with 50% employer match about $183,471 at 4% or $122,314 at 6%; with 100% employer match about $137,603 at 4% or $91,736 at 6%.
2023113$2,481,509$110,634$8,510iApproximate average salary by contribution assumption: employee only about $212,758 at 4% or $141,838 at 6%; with 50% employer match about $141,838 at 4% or $94,559 at 6%; with 100% employer match about $106,379 at 4% or $70,919 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-13$2,481,509$110,634$8,510iApproximate average salary by contribution assumption: employee only about $212,758 at 4% or $141,838 at 6%; with 50% employer match about $141,838 at 4% or $94,559 at 6%; with 100% employer match about $106,379 at 4% or $70,919 at 6%.
2022115$2,017,025$142,006$9,467iApproximate average salary by contribution assumption: employee only about $236,677 at 4% or $157,784 at 6%; with 50% employer match about $157,784 at 4% or $105,190 at 6%; with 100% employer match about $118,338 at 4% or $78,892 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-15$2,017,025$142,006$9,467iApproximate average salary by contribution assumption: employee only about $236,677 at 4% or $157,784 at 6%; with 50% employer match about $157,784 at 4% or $105,190 at 6%; with 100% employer match about $118,338 at 4% or $78,892 at 6%.
2021116$2,456,355$139,404$8,713iApproximate average salary by contribution assumption: employee only about $217,819 at 4% or $145,213 at 6%; with 50% employer match about $145,213 at 4% or $96,808 at 6%; with 100% employer match about $108,909 at 4% or $72,606 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-16$2,456,355$139,404$8,713iApproximate average salary by contribution assumption: employee only about $217,819 at 4% or $145,213 at 6%; with 50% employer match about $145,213 at 4% or $96,808 at 6%; with 100% employer match about $108,909 at 4% or $72,606 at 6%.
2020115$2,118,911$132,715$8,848iApproximate average salary by contribution assumption: employee only about $221,192 at 4% or $147,461 at 6%; with 50% employer match about $147,461 at 4% or $98,307 at 6%; with 100% employer match about $110,596 at 4% or $73,731 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-15$2,118,911$132,715$8,848iApproximate average salary by contribution assumption: employee only about $221,192 at 4% or $147,461 at 6%; with 50% employer match about $147,461 at 4% or $98,307 at 6%; with 100% employer match about $110,596 at 4% or $73,731 at 6%.
2019113$1,821,265$118,514$9,116iApproximate average salary by contribution assumption: employee only about $227,912 at 4% or $151,941 at 6%; with 50% employer match about $151,941 at 4% or $101,294 at 6%; with 100% employer match about $113,956 at 4% or $75,971 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-13$1,821,265$118,514$9,116iApproximate average salary by contribution assumption: employee only about $227,912 at 4% or $151,941 at 6%; with 50% employer match about $151,941 at 4% or $101,294 at 6%; with 100% employer match about $113,956 at 4% or $75,971 at 6%.
2018113$1,688,004$117,817$9,063iApproximate average salary by contribution assumption: employee only about $226,571 at 4% or $151,047 at 6%; with 50% employer match about $151,047 at 4% or $100,698 at 6%; with 100% employer match about $113,286 at 4% or $75,524 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-13$1,688,004$117,817$9,063iApproximate average salary by contribution assumption: employee only about $226,571 at 4% or $151,047 at 6%; with 50% employer match about $151,047 at 4% or $100,698 at 6%; with 100% employer match about $113,286 at 4% or $75,524 at 6%.
2017113$1,715,969$115,938$8,918iApproximate average salary by contribution assumption: employee only about $222,958 at 4% or $148,638 at 6%; with 50% employer match about $148,638 at 4% or $99,092 at 6%; with 100% employer match about $111,479 at 4% or $74,319 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-13$1,715,969$115,938$8,918iApproximate average salary by contribution assumption: employee only about $222,958 at 4% or $148,638 at 6%; with 50% employer match about $148,638 at 4% or $99,092 at 6%; with 100% employer match about $111,479 at 4% or $74,319 at 6%.
2016113$1,307,560$110,192$8,476iApproximate average salary by contribution assumption: employee only about $211,908 at 4% or $141,272 at 6%; with 50% employer match about $141,272 at 4% or $94,181 at 6%; with 100% employer match about $105,954 at 4% or $70,636 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-13$1,307,560$110,192$8,476iApproximate average salary by contribution assumption: employee only about $211,908 at 4% or $141,272 at 6%; with 50% employer match about $141,272 at 4% or $94,181 at 6%; with 100% employer match about $105,954 at 4% or $70,636 at 6%.
2015112$1,108,363$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-12$1,108,363$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
2014110$1,383,835$88,990$8,899iApproximate average salary by contribution assumption: employee only about $222,475 at 4% or $148,317 at 6%; with 50% employer match about $148,317 at 4% or $98,878 at 6%; with 100% employer match about $111,238 at 4% or $74,158 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-10$1,383,835$88,990$8,899iApproximate average salary by contribution assumption: employee only about $222,475 at 4% or $148,317 at 6%; with 50% employer match about $148,317 at 4% or $98,878 at 6%; with 100% employer match about $111,238 at 4% or $74,158 at 6%.
2013110$1,235,159$113,896$11,390iApproximate average salary by contribution assumption: employee only about $284,740 at 4% or $189,827 at 6%; with 50% employer match about $189,827 at 4% or $126,551 at 6%; with 100% employer match about $142,370 at 4% or $94,913 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-10$1,235,159$113,896$11,390iApproximate average salary by contribution assumption: employee only about $284,740 at 4% or $189,827 at 6%; with 50% employer match about $189,827 at 4% or $126,551 at 6%; with 100% employer match about $142,370 at 4% or $94,913 at 6%.
2012110$967,991$114,652$11,465iApproximate average salary by contribution assumption: employee only about $286,630 at 4% or $191,087 at 6%; with 50% employer match about $191,087 at 4% or $127,391 at 6%; with 100% employer match about $143,315 at 4% or $95,543 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-10$967,991$114,652$11,465iApproximate average salary by contribution assumption: employee only about $286,630 at 4% or $191,087 at 6%; with 50% employer match about $191,087 at 4% or $127,391 at 6%; with 100% employer match about $143,315 at 4% or $95,543 at 6%.
2011111$760,284$97,836$8,894iApproximate average salary by contribution assumption: employee only about $222,355 at 4% or $148,236 at 6%; with 50% employer match about $148,236 at 4% or $98,824 at 6%; with 100% employer match about $111,177 at 4% or $74,118 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-11$760,284$97,836$8,894iApproximate average salary by contribution assumption: employee only about $222,355 at 4% or $148,236 at 6%; with 50% employer match about $148,236 at 4% or $98,824 at 6%; with 100% employer match about $111,177 at 4% or $74,118 at 6%.
2010111$692,766$102,648$9,332iApproximate average salary by contribution assumption: employee only about $233,291 at 4% or $155,527 at 6%; with 50% employer match about $155,527 at 4% or $103,685 at 6%; with 100% employer match about $116,645 at 4% or $77,764 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-11$692,766$102,648$9,332iApproximate average salary by contribution assumption: employee only about $233,291 at 4% or $155,527 at 6%; with 50% employer match about $155,527 at 4% or $103,685 at 6%; with 100% employer match about $116,645 at 4% or $77,764 at 6%.
2009112$637,484$105,129$8,761iApproximate average salary by contribution assumption: employee only about $219,019 at 4% or $146,013 at 6%; with 50% employer match about $146,013 at 4% or $97,342 at 6%; with 100% employer match about $109,509 at 4% or $73,006 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-12$637,484$105,129$8,761iApproximate average salary by contribution assumption: employee only about $219,019 at 4% or $146,013 at 6%; with 50% employer match about $146,013 at 4% or $97,342 at 6%; with 100% employer match about $109,509 at 4% or $73,006 at 6%.
2008117$447,323$111,311$6,548iApproximate average salary by contribution assumption: employee only about $163,693 at 4% or $109,128 at 6%; with 50% employer match about $109,128 at 4% or $72,752 at 6%; with 100% employer match about $81,846 at 4% or $54,564 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-17$447,323$111,311$6,548iApproximate average salary by contribution assumption: employee only about $163,693 at 4% or $109,128 at 6%; with 50% employer match about $109,128 at 4% or $72,752 at 6%; with 100% employer match about $81,846 at 4% or $54,564 at 6%.
2007117$514,490$139,352$8,197iApproximate average salary by contribution assumption: employee only about $204,929 at 4% or $136,620 at 6%; with 50% employer match about $136,620 at 4% or $91,080 at 6%; with 100% employer match about $102,465 at 4% or $68,310 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-17$514,490$139,352$8,197iApproximate average salary by contribution assumption: employee only about $204,929 at 4% or $136,620 at 6%; with 50% employer match about $136,620 at 4% or $91,080 at 6%; with 100% employer match about $102,465 at 4% or $68,310 at 6%.
2006116$365,218$130,933$8,183iApproximate average salary by contribution assumption: employee only about $204,583 at 4% or $136,389 at 6%; with 50% employer match about $136,389 at 4% or $90,926 at 6%; with 100% employer match about $102,291 at 4% or $68,194 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-16$365,218$130,933$8,183iApproximate average salary by contribution assumption: employee only about $204,583 at 4% or $136,389 at 6%; with 50% employer match about $136,389 at 4% or $90,926 at 6%; with 100% employer match about $102,291 at 4% or $68,194 at 6%.
2005116$205,636$107,242$6,703iApproximate average salary by contribution assumption: employee only about $167,566 at 4% or $111,710 at 6%; with 50% employer match about $111,710 at 4% or $74,474 at 6%; with 100% employer match about $83,783 at 4% or $55,855 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-16$205,636$107,242$6,703iApproximate average salary by contribution assumption: employee only about $167,566 at 4% or $111,710 at 6%; with 50% employer match about $111,710 at 4% or $74,474 at 6%; with 100% employer match about $83,783 at 4% or $55,855 at 6%.
2004111$95,514$90,838$8,258iApproximate average salary by contribution assumption: employee only about $206,450 at 4% or $137,633 at 6%; with 50% employer match about $137,633 at 4% or $91,756 at 6%; with 100% employer match about $103,225 at 4% or $68,817 at 6%.
Allco Fullerton Insurance 401K Profit Sharing Plan & Trust-11$95,514$90,838$8,258iApproximate average salary by contribution assumption: employee only about $206,450 at 4% or $137,633 at 6%; with 50% employer match about $137,633 at 4% or $91,756 at 6%; with 100% employer match about $103,225 at 4% or $68,817 at 6%.