Civic Intelligence

Allenbrooke Insurance Services

Plan context: Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust

EIN 33-0695729 • San Diego, CA • 23 filings • 5 plans

1322 Scott St Ste 201San Diego, CA 92106-3705
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,173,202

2025 Contributions

$64,067

Historical Graphs

Total Assets Over Time

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

$2,173,202$1,086,601$0200220152025YearValue
$2,173,202Latest year 2025

Participants Over Time

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

1260200220142025YearValue
7Latest 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
202517$2,173,202$64,067$9,152iApproximate average salary by contribution assumption: employee only about $228,811 at 4% or $152,540 at 6%; with 50% employer match about $152,540 at 4% or $101,694 at 6%; with 100% employer match about $114,405 at 4% or $76,270 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-7$2,173,202$64,067$9,152iApproximate average salary by contribution assumption: employee only about $228,811 at 4% or $152,540 at 6%; with 50% employer match about $152,540 at 4% or $101,694 at 6%; with 100% employer match about $114,405 at 4% or $76,270 at 6%.
202417$2,057,736$62,984$8,998iApproximate average salary by contribution assumption: employee only about $224,943 at 4% or $149,962 at 6%; with 50% employer match about $149,962 at 4% or $99,975 at 6%; with 100% employer match about $112,471 at 4% or $74,981 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-7$2,057,736$62,984$8,998iApproximate average salary by contribution assumption: employee only about $224,943 at 4% or $149,962 at 6%; with 50% employer match about $149,962 at 4% or $99,975 at 6%; with 100% employer match about $112,471 at 4% or $74,981 at 6%.
202317$1,669,188$58,809$8,401iApproximate average salary by contribution assumption: employee only about $210,032 at 4% or $140,021 at 6%; with 50% employer match about $140,021 at 4% or $93,348 at 6%; with 100% employer match about $105,016 at 4% or $70,011 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-7$1,669,188$58,809$8,401iApproximate average salary by contribution assumption: employee only about $210,032 at 4% or $140,021 at 6%; with 50% employer match about $140,021 at 4% or $93,348 at 6%; with 100% employer match about $105,016 at 4% or $70,011 at 6%.
202216$1,279,940$59,777$9,963iApproximate average salary by contribution assumption: employee only about $249,071 at 4% or $166,047 at 6%; with 50% employer match about $166,047 at 4% or $110,698 at 6%; with 100% employer match about $124,535 at 4% or $83,024 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-6$1,279,940$59,777$9,963iApproximate average salary by contribution assumption: employee only about $249,071 at 4% or $166,047 at 6%; with 50% employer match about $166,047 at 4% or $110,698 at 6%; with 100% employer match about $124,535 at 4% or $83,024 at 6%.
202117$1,649,720$61,176$8,739iApproximate average salary by contribution assumption: employee only about $218,486 at 4% or $145,657 at 6%; with 50% employer match about $145,657 at 4% or $97,105 at 6%; with 100% employer match about $109,243 at 4% or $72,829 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-7$1,649,720$61,176$8,739iApproximate average salary by contribution assumption: employee only about $218,486 at 4% or $145,657 at 6%; with 50% employer match about $145,657 at 4% or $97,105 at 6%; with 100% employer match about $109,243 at 4% or $72,829 at 6%.
2020110$1,412,072$66,902$6,690iApproximate average salary by contribution assumption: employee only about $167,255 at 4% or $111,503 at 6%; with 50% employer match about $111,503 at 4% or $74,336 at 6%; with 100% employer match about $83,628 at 4% or $55,752 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-10$1,412,072$66,902$6,690iApproximate average salary by contribution assumption: employee only about $167,255 at 4% or $111,503 at 6%; with 50% employer match about $111,503 at 4% or $74,336 at 6%; with 100% employer match about $83,628 at 4% or $55,752 at 6%.
2019110$1,281,311$70,771$7,077iApproximate average salary by contribution assumption: employee only about $176,928 at 4% or $117,952 at 6%; with 50% employer match about $117,952 at 4% or $78,634 at 6%; with 100% employer match about $88,464 at 4% or $58,976 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-10$1,281,311$70,771$7,077iApproximate average salary by contribution assumption: employee only about $176,928 at 4% or $117,952 at 6%; with 50% employer match about $117,952 at 4% or $78,634 at 6%; with 100% employer match about $88,464 at 4% or $58,976 at 6%.
2018110$1,189,894$67,708$6,771iApproximate average salary by contribution assumption: employee only about $169,270 at 4% or $112,847 at 6%; with 50% employer match about $112,847 at 4% or $75,231 at 6%; with 100% employer match about $84,635 at 4% or $56,423 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-10$1,189,894$67,708$6,771iApproximate average salary by contribution assumption: employee only about $169,270 at 4% or $112,847 at 6%; with 50% employer match about $112,847 at 4% or $75,231 at 6%; with 100% employer match about $84,635 at 4% or $56,423 at 6%.
2017110$1,180,387$70,202$7,020iApproximate average salary by contribution assumption: employee only about $175,505 at 4% or $117,003 at 6%; with 50% employer match about $117,003 at 4% or $78,002 at 6%; with 100% employer match about $87,753 at 4% or $58,502 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-10$1,180,387$70,202$7,020iApproximate average salary by contribution assumption: employee only about $175,505 at 4% or $117,003 at 6%; with 50% employer match about $117,003 at 4% or $78,002 at 6%; with 100% employer match about $87,753 at 4% or $58,502 at 6%.
2016110$1,124,498$70,461$7,046iApproximate average salary by contribution assumption: employee only about $176,153 at 4% or $117,435 at 6%; with 50% employer match about $117,435 at 4% or $78,290 at 6%; with 100% employer match about $88,076 at 4% or $58,718 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-10$1,124,498$70,461$7,046iApproximate average salary by contribution assumption: employee only about $176,153 at 4% or $117,435 at 6%; with 50% employer match about $117,435 at 4% or $78,290 at 6%; with 100% employer match about $88,076 at 4% or $58,718 at 6%.
2015110$1,090,220$83,977$8,398iApproximate average salary by contribution assumption: employee only about $209,943 at 4% or $139,962 at 6%; with 50% employer match about $139,962 at 4% or $93,308 at 6%; with 100% employer match about $104,971 at 4% or $69,981 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-10$1,090,220$83,977$8,398iApproximate average salary by contribution assumption: employee only about $209,943 at 4% or $139,962 at 6%; with 50% employer match about $139,962 at 4% or $93,308 at 6%; with 100% employer match about $104,971 at 4% or $69,981 at 6%.
2014111$1,079,226$61,604$5,600iApproximate average salary by contribution assumption: employee only about $140,009 at 4% or $93,339 at 6%; with 50% employer match about $93,339 at 4% or $62,226 at 6%; with 100% employer match about $70,005 at 4% or $46,670 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-11$1,079,226$61,604$5,600iApproximate average salary by contribution assumption: employee only about $140,009 at 4% or $93,339 at 6%; with 50% employer match about $93,339 at 4% or $62,226 at 6%; with 100% employer match about $70,005 at 4% or $46,670 at 6%.
2013110$967,561$64,136$6,414iApproximate average salary by contribution assumption: employee only about $160,340 at 4% or $106,893 at 6%; with 50% employer match about $106,893 at 4% or $71,262 at 6%; with 100% employer match about $80,170 at 4% or $53,447 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-10$967,561$64,136$6,414iApproximate average salary by contribution assumption: employee only about $160,340 at 4% or $106,893 at 6%; with 50% employer match about $106,893 at 4% or $71,262 at 6%; with 100% employer match about $80,170 at 4% or $53,447 at 6%.
2012110$749,254$63,159$6,316iApproximate average salary by contribution assumption: employee only about $157,898 at 4% or $105,265 at 6%; with 50% employer match about $105,265 at 4% or $70,177 at 6%; with 100% employer match about $78,949 at 4% or $52,633 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-10$749,254$63,159$6,316iApproximate average salary by contribution assumption: employee only about $157,898 at 4% or $105,265 at 6%; with 50% employer match about $105,265 at 4% or $70,177 at 6%; with 100% employer match about $78,949 at 4% or $52,633 at 6%.
201119$725,810$64,606$7,178iApproximate average salary by contribution assumption: employee only about $179,461 at 4% or $119,641 at 6%; with 50% employer match about $119,641 at 4% or $79,760 at 6%; with 100% employer match about $89,731 at 4% or $59,820 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-9$725,810$64,606$7,178iApproximate average salary by contribution assumption: employee only about $179,461 at 4% or $119,641 at 6%; with 50% employer match about $119,641 at 4% or $79,760 at 6%; with 100% employer match about $89,731 at 4% or $59,820 at 6%.
2010110$713,574$67,372$6,737iApproximate average salary by contribution assumption: employee only about $168,430 at 4% or $112,287 at 6%; with 50% employer match about $112,287 at 4% or $74,858 at 6%; with 100% employer match about $84,215 at 4% or $56,143 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-10$713,574$67,372$6,737iApproximate average salary by contribution assumption: employee only about $168,430 at 4% or $112,287 at 6%; with 50% employer match about $112,287 at 4% or $74,858 at 6%; with 100% employer match about $84,215 at 4% or $56,143 at 6%.
2009112$708,630$69,576$5,798iApproximate average salary by contribution assumption: employee only about $144,950 at 4% or $96,633 at 6%; with 50% employer match about $96,633 at 4% or $64,422 at 6%; with 100% employer match about $72,475 at 4% or $48,317 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-12$708,630$69,576$5,798iApproximate average salary by contribution assumption: employee only about $144,950 at 4% or $96,633 at 6%; with 50% employer match about $96,633 at 4% or $64,422 at 6%; with 100% employer match about $72,475 at 4% or $48,317 at 6%.
200817$532,993$77,231$11,033iApproximate average salary by contribution assumption: employee only about $275,825 at 4% or $183,883 at 6%; with 50% employer match about $183,883 at 4% or $122,589 at 6%; with 100% employer match about $137,913 at 4% or $91,942 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-7$532,993$77,231$11,033iApproximate average salary by contribution assumption: employee only about $275,825 at 4% or $183,883 at 6%; with 50% employer match about $183,883 at 4% or $122,589 at 6%; with 100% employer match about $137,913 at 4% or $91,942 at 6%.
200718$0$0-
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-8---
200619$0$0-
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-9---
200516$525,692$71,532$11,922iApproximate average salary by contribution assumption: employee only about $298,050 at 4% or $198,700 at 6%; with 50% employer match about $198,700 at 4% or $132,467 at 6%; with 100% employer match about $149,025 at 4% or $99,350 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-6$525,692$71,532$11,922iApproximate average salary by contribution assumption: employee only about $298,050 at 4% or $198,700 at 6%; with 50% employer match about $198,700 at 4% or $132,467 at 6%; with 100% employer match about $149,025 at 4% or $99,350 at 6%.
200314$279,552$126,478$31,620iApproximate average salary by contribution assumption: employee only about $790,488 at 4% or $526,992 at 6%; with 50% employer match about $526,992 at 4% or $351,328 at 6%; with 100% employer match about $395,244 at 4% or $263,496 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-4$279,552$126,478$31,620iApproximate average salary by contribution assumption: employee only about $790,488 at 4% or $526,992 at 6%; with 50% employer match about $526,992 at 4% or $351,328 at 6%; with 100% employer match about $395,244 at 4% or $263,496 at 6%.
200215$90,706$65,883$13,177iApproximate average salary by contribution assumption: employee only about $329,415 at 4% or $219,610 at 6%; with 50% employer match about $219,610 at 4% or $146,407 at 6%; with 100% employer match about $164,708 at 4% or $109,805 at 6%.
Allenbrooke Insurance Services 401 K Profit Sharing Plan Trust-5$90,706$65,883$13,177iApproximate average salary by contribution assumption: employee only about $329,415 at 4% or $219,610 at 6%; with 50% employer match about $219,610 at 4% or $146,407 at 6%; with 100% employer match about $164,708 at 4% or $109,805 at 6%.