Civic Intelligence

Alliance Funding Group Inc.

Plan context: Alliance Funding Group Inc. 401(K) Plan

EIN 33-0805823 • Tustin, CA • 21 filings • 3 plans

17542 17th Street Suite 200Tustin, CA 92780
Current Snapshot

Latest Year

2024

2024 Participants

151

2024 Assets

$10,594,588

2024 Contributions

$1,588,166

Historical Graphs

Total Assets Over Time

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

$10,594,588$5,297,294$0200220142024YearValue
$10,594,588Latest year 2024

Participants Over Time

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

151760200220142024YearValue
151Latest year 2024

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
20241151$10,594,588$1,588,166$10,518iApproximate average salary by contribution assumption: employee only about $262,941 at 4% or $175,294 at 6%; with 50% employer match about $175,294 at 4% or $116,863 at 6%; with 100% employer match about $131,471 at 4% or $87,647 at 6%.
Alliance Funding Group Inc. 401(K) Plan-151$10,594,588$1,588,166$10,518iApproximate average salary by contribution assumption: employee only about $262,941 at 4% or $175,294 at 6%; with 50% employer match about $175,294 at 4% or $116,863 at 6%; with 100% employer match about $131,471 at 4% or $87,647 at 6%.
20231128$8,637,017$1,442,569$11,270iApproximate average salary by contribution assumption: employee only about $281,752 at 4% or $187,835 at 6%; with 50% employer match about $187,835 at 4% or $125,223 at 6%; with 100% employer match about $140,876 at 4% or $93,917 at 6%.
Alliance Funding Group Inc. 401(K) Plan-128$8,637,017$1,442,569$11,270iApproximate average salary by contribution assumption: employee only about $281,752 at 4% or $187,835 at 6%; with 50% employer match about $187,835 at 4% or $125,223 at 6%; with 100% employer match about $140,876 at 4% or $93,917 at 6%.
20221118$7,119,199$1,291,306$10,943iApproximate average salary by contribution assumption: employee only about $273,582 at 4% or $182,388 at 6%; with 50% employer match about $182,388 at 4% or $121,592 at 6%; with 100% employer match about $136,791 at 4% or $91,194 at 6%.
Alliance Funding Group Inc. 401(K) Plan-118$7,119,199$1,291,306$10,943iApproximate average salary by contribution assumption: employee only about $273,582 at 4% or $182,388 at 6%; with 50% employer match about $182,388 at 4% or $121,592 at 6%; with 100% employer match about $136,791 at 4% or $91,194 at 6%.
20211116$7,306,680$1,026,683$8,851iApproximate average salary by contribution assumption: employee only about $221,268 at 4% or $147,512 at 6%; with 50% employer match about $147,512 at 4% or $98,341 at 6%; with 100% employer match about $110,634 at 4% or $73,756 at 6%.
Alliance Funding Group Inc. 401(K) Plan-116$7,306,680$1,026,683$8,851iApproximate average salary by contribution assumption: employee only about $221,268 at 4% or $147,512 at 6%; with 50% employer match about $147,512 at 4% or $98,341 at 6%; with 100% employer match about $110,634 at 4% or $73,756 at 6%.
20201107$6,131,971$1,027,590$9,604iApproximate average salary by contribution assumption: employee only about $240,091 at 4% or $160,061 at 6%; with 50% employer match about $160,061 at 4% or $106,707 at 6%; with 100% employer match about $120,046 at 4% or $80,030 at 6%.
Alliance Funding Group Inc. 401(K) Plan-107$6,131,971$1,027,590$9,604iApproximate average salary by contribution assumption: employee only about $240,091 at 4% or $160,061 at 6%; with 50% employer match about $160,061 at 4% or $106,707 at 6%; with 100% employer match about $120,046 at 4% or $80,030 at 6%.
20191101$4,568,568$586,260$5,805iApproximate average salary by contribution assumption: employee only about $145,114 at 4% or $96,743 at 6%; with 50% employer match about $96,743 at 4% or $64,495 at 6%; with 100% employer match about $72,557 at 4% or $48,371 at 6%.
Alliance Funding Group Inc. 401(K) Plan-101$4,568,568$586,260$5,805iApproximate average salary by contribution assumption: employee only about $145,114 at 4% or $96,743 at 6%; with 50% employer match about $96,743 at 4% or $64,495 at 6%; with 100% employer match about $72,557 at 4% or $48,371 at 6%.
2018141$3,438,193$518,991$12,658iApproximate average salary by contribution assumption: employee only about $316,458 at 4% or $210,972 at 6%; with 50% employer match about $210,972 at 4% or $140,648 at 6%; with 100% employer match about $158,229 at 4% or $105,486 at 6%.
Alliance Funding Group Inc. 401(K) Plan-41$3,438,193$518,991$12,658iApproximate average salary by contribution assumption: employee only about $316,458 at 4% or $210,972 at 6%; with 50% employer match about $210,972 at 4% or $140,648 at 6%; with 100% employer match about $158,229 at 4% or $105,486 at 6%.
2017148$3,352,465$806,567$16,803iApproximate average salary by contribution assumption: employee only about $420,087 at 4% or $280,058 at 6%; with 50% employer match about $280,058 at 4% or $186,705 at 6%; with 100% employer match about $210,043 at 4% or $140,029 at 6%.
Alliance Funding Group Inc. 401(K) Plan-48$3,352,465$806,567$16,803iApproximate average salary by contribution assumption: employee only about $420,087 at 4% or $280,058 at 6%; with 50% employer match about $280,058 at 4% or $186,705 at 6%; with 100% employer match about $210,043 at 4% or $140,029 at 6%.
2016138$2,161,389$720,571$18,962iApproximate average salary by contribution assumption: employee only about $474,060 at 4% or $316,040 at 6%; with 50% employer match about $316,040 at 4% or $210,693 at 6%; with 100% employer match about $237,030 at 4% or $158,020 at 6%.
Alliance Funding Group Inc. 401(K) Plan-38$2,161,389$720,571$18,962iApproximate average salary by contribution assumption: employee only about $474,060 at 4% or $316,040 at 6%; with 50% employer match about $316,040 at 4% or $210,693 at 6%; with 100% employer match about $237,030 at 4% or $158,020 at 6%.
2015134$1,389,552$363,503$10,691iApproximate average salary by contribution assumption: employee only about $267,282 at 4% or $178,188 at 6%; with 50% employer match about $178,188 at 4% or $118,792 at 6%; with 100% employer match about $133,641 at 4% or $89,094 at 6%.
Alliance Funding Group Inc. 401(K) Plan-34$1,389,552$363,503$10,691iApproximate average salary by contribution assumption: employee only about $267,282 at 4% or $178,188 at 6%; with 50% employer match about $178,188 at 4% or $118,792 at 6%; with 100% employer match about $133,641 at 4% or $89,094 at 6%.
2014137$1,151,781$286,454$7,742iApproximate average salary by contribution assumption: employee only about $193,550 at 4% or $129,033 at 6%; with 50% employer match about $129,033 at 4% or $86,022 at 6%; with 100% employer match about $96,775 at 4% or $64,517 at 6%.
Alliance Funding Group Inc. 401(K) Plan-37$1,151,781$286,454$7,742iApproximate average salary by contribution assumption: employee only about $193,550 at 4% or $129,033 at 6%; with 50% employer match about $129,033 at 4% or $86,022 at 6%; with 100% employer match about $96,775 at 4% or $64,517 at 6%.
2013131$834,237$170,857$5,512iApproximate average salary by contribution assumption: employee only about $137,788 at 4% or $91,859 at 6%; with 50% employer match about $91,859 at 4% or $61,239 at 6%; with 100% employer match about $68,894 at 4% or $45,929 at 6%.
Alliance Funding Group Inc. 401(K) Plan-31$834,237$170,857$5,512iApproximate average salary by contribution assumption: employee only about $137,788 at 4% or $91,859 at 6%; with 50% employer match about $91,859 at 4% or $61,239 at 6%; with 100% employer match about $68,894 at 4% or $45,929 at 6%.
2012118$557,403$114,044$6,336iApproximate average salary by contribution assumption: employee only about $158,394 at 4% or $105,596 at 6%; with 50% employer match about $105,596 at 4% or $70,398 at 6%; with 100% employer match about $79,197 at 4% or $52,798 at 6%.
Alliance Funding Group Inc. 401(K) Plan-18$557,403$114,044$6,336iApproximate average salary by contribution assumption: employee only about $158,394 at 4% or $105,596 at 6%; with 50% employer match about $105,596 at 4% or $70,398 at 6%; with 100% employer match about $79,197 at 4% or $52,798 at 6%.
2011124$409,789$80,540$3,356iApproximate average salary by contribution assumption: employee only about $83,896 at 4% or $55,931 at 6%; with 50% employer match about $55,931 at 4% or $37,287 at 6%; with 100% employer match about $41,948 at 4% or $27,965 at 6%.
Alliance Funding Group Inc. 401(K) Plan-24$409,789$80,540$3,356iApproximate average salary by contribution assumption: employee only about $83,896 at 4% or $55,931 at 6%; with 50% employer match about $55,931 at 4% or $37,287 at 6%; with 100% employer match about $41,948 at 4% or $27,965 at 6%.
2010124$520,220$82,029$3,418iApproximate average salary by contribution assumption: employee only about $85,447 at 4% or $56,965 at 6%; with 50% employer match about $56,965 at 4% or $37,976 at 6%; with 100% employer match about $42,723 at 4% or $28,482 at 6%.
Alliance Funding Group Inc. 401(K) Plan-24$520,220$82,029$3,418iApproximate average salary by contribution assumption: employee only about $85,447 at 4% or $56,965 at 6%; with 50% employer match about $56,965 at 4% or $37,976 at 6%; with 100% employer match about $42,723 at 4% or $28,482 at 6%.
2009128$672,275$61,591$2,200iApproximate average salary by contribution assumption: employee only about $54,992 at 4% or $36,661 at 6%; with 50% employer match about $36,661 at 4% or $24,441 at 6%; with 100% employer match about $27,496 at 4% or $18,331 at 6%.
Alliance Funding Group Inc. 401(K) Plan-28$672,275$61,591$2,200iApproximate average salary by contribution assumption: employee only about $54,992 at 4% or $36,661 at 6%; with 50% employer match about $36,661 at 4% or $24,441 at 6%; with 100% employer match about $27,496 at 4% or $18,331 at 6%.
2008143$538,558$142,393$3,311iApproximate average salary by contribution assumption: employee only about $82,787 at 4% or $55,191 at 6%; with 50% employer match about $55,191 at 4% or $36,794 at 6%; with 100% employer match about $41,393 at 4% or $27,596 at 6%.
Alliance Funding Group Inc. 401(K) Plan-43$538,558$142,393$3,311iApproximate average salary by contribution assumption: employee only about $82,787 at 4% or $55,191 at 6%; with 50% employer match about $55,191 at 4% or $36,794 at 6%; with 100% employer match about $41,393 at 4% or $27,596 at 6%.
2006158$572,791$184,725$3,185iApproximate average salary by contribution assumption: employee only about $79,623 at 4% or $53,082 at 6%; with 50% employer match about $53,082 at 4% or $35,388 at 6%; with 100% employer match about $39,811 at 4% or $26,541 at 6%.
Alliance Funding Group Inc. 401(K) Plan-58$572,791$184,725$3,185iApproximate average salary by contribution assumption: employee only about $79,623 at 4% or $53,082 at 6%; with 50% employer match about $53,082 at 4% or $35,388 at 6%; with 100% employer match about $39,811 at 4% or $26,541 at 6%.
2004156$262,788$93,222$1,665iApproximate average salary by contribution assumption: employee only about $41,617 at 4% or $27,745 at 6%; with 50% employer match about $27,745 at 4% or $18,496 at 6%; with 100% employer match about $20,808 at 4% or $13,872 at 6%.
Alliance Funding Group Inc. 401(K) Plan-56$262,788$93,222$1,665iApproximate average salary by contribution assumption: employee only about $41,617 at 4% or $27,745 at 6%; with 50% employer match about $27,745 at 4% or $18,496 at 6%; with 100% employer match about $20,808 at 4% or $13,872 at 6%.
2003123$149,583$81,239$3,532iApproximate average salary by contribution assumption: employee only about $88,303 at 4% or $58,869 at 6%; with 50% employer match about $58,869 at 4% or $39,246 at 6%; with 100% employer match about $44,152 at 4% or $29,434 at 6%.
Alliance Funding Group Inc. 401(K) Plan-23$149,583$81,239$3,532iApproximate average salary by contribution assumption: employee only about $88,303 at 4% or $58,869 at 6%; with 50% employer match about $58,869 at 4% or $39,246 at 6%; with 100% employer match about $44,152 at 4% or $29,434 at 6%.
2002120$58,914$35,167$1,758iApproximate average salary by contribution assumption: employee only about $43,959 at 4% or $29,306 at 6%; with 50% employer match about $29,306 at 4% or $19,537 at 6%; with 100% employer match about $21,979 at 4% or $14,653 at 6%.
Alliance Funding Group Inc. 401(K) Plan-20$58,914$35,167$1,758iApproximate average salary by contribution assumption: employee only about $43,959 at 4% or $29,306 at 6%; with 50% employer match about $29,306 at 4% or $19,537 at 6%; with 100% employer match about $21,979 at 4% or $14,653 at 6%.