Civic Intelligence

Allie & Schuster PC.

Plan context: Allie & Schuster PC. 401K Plan

EIN 33-0805837 • Santa Ana, CA • 17 filings • 6 plans

2122 North BroadwaySanta Ana, CA 92706-2614
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$256,516

2015 Contributions

$1,000

Historical Graphs

Total Assets Over Time

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

$550,602$275,301$0199920082014YearValue
$256,516Latest year 2014

Participants Over Time

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

740199920072014YearValue
1Latest year 2014

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
201510$0$0-
Allie & Schuster PC. 401K Plan-0$0--
201411$256,516$0-
Allie & Schuster PC. 401K Plan-1$256,516--
201311$255,172$0-
Allie & Schuster PC. 401K Plan-1$255,172--
201212$285,432$0-
Allie & Schuster PC. 401K Plan-2$285,432$0-
201112$261,814$0-
Allie & Schuster PC. 401K Plan-2$261,814$0-
201013$274,083$1,000$333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%.
Allie & Schuster PC. 401K Plan-3$274,083$1,000$333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%.
200914$282,479$1,151$288iApproximate average salary by contribution assumption: employee only about $7,194 at 4% or $4,796 at 6%; with 50% employer match about $4,796 at 4% or $3,197 at 6%; with 100% employer match about $3,597 at 4% or $2,398 at 6%.
Allie & Schuster PC. 401K Plan-4$282,479$1,151$288iApproximate average salary by contribution assumption: employee only about $7,194 at 4% or $4,796 at 6%; with 50% employer match about $4,796 at 4% or $3,197 at 6%; with 100% employer match about $3,597 at 4% or $2,398 at 6%.
200815$249,217$1,350$270iApproximate average salary by contribution assumption: employee only about $6,750 at 4% or $4,500 at 6%; with 50% employer match about $4,500 at 4% or $3,000 at 6%; with 100% employer match about $3,375 at 4% or $2,250 at 6%.
Allie & Schuster PC. 401K Plan-5$249,217$1,350$270iApproximate average salary by contribution assumption: employee only about $6,750 at 4% or $4,500 at 6%; with 50% employer match about $4,500 at 4% or $3,000 at 6%; with 100% employer match about $3,375 at 4% or $2,250 at 6%.
200715$0$0-
Allie & Schuster PC. 401K Plan-5---
200617$550,602$8,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
Allie & Schuster PC. 401K Plan-7$550,602$8,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
200516$489,949$8,400$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
Allie & Schuster PC. 401K Plan-6$489,949$8,400$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
200417$449,333$8,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
Allie & Schuster PC. 401K Plan-7$449,333$8,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
200316$406,505$105,013$17,502iApproximate average salary by contribution assumption: employee only about $437,554 at 4% or $291,703 at 6%; with 50% employer match about $291,703 at 4% or $194,469 at 6%; with 100% employer match about $218,777 at 4% or $145,851 at 6%.
Allie & Schuster PC. 401K Plan-6$406,505$105,013$17,502iApproximate average salary by contribution assumption: employee only about $437,554 at 4% or $291,703 at 6%; with 50% employer match about $291,703 at 4% or $194,469 at 6%; with 100% employer match about $218,777 at 4% or $145,851 at 6%.
200217$273,214$113,150$16,164iApproximate average salary by contribution assumption: employee only about $404,107 at 4% or $269,405 at 6%; with 50% employer match about $269,405 at 4% or $179,603 at 6%; with 100% employer match about $202,054 at 4% or $134,702 at 6%.
Allie & Schuster PC. 401K Plan-7$273,214$113,150$16,164iApproximate average salary by contribution assumption: employee only about $404,107 at 4% or $269,405 at 6%; with 50% employer match about $269,405 at 4% or $179,603 at 6%; with 100% employer match about $202,054 at 4% or $134,702 at 6%.
200115$0$0-
Allie & Schuster PC. 401K Plan-5---
200015$106,286$65,591$13,118iApproximate average salary by contribution assumption: employee only about $327,955 at 4% or $218,637 at 6%; with 50% employer match about $218,637 at 4% or $145,758 at 6%; with 100% employer match about $163,978 at 4% or $109,318 at 6%.
Allie & Schuster PC. 401K Plan-5$106,286$65,591$13,118iApproximate average salary by contribution assumption: employee only about $327,955 at 4% or $218,637 at 6%; with 50% employer match about $218,637 at 4% or $145,758 at 6%; with 100% employer match about $163,978 at 4% or $109,318 at 6%.
199915$44,721$44,656$8,931iApproximate average salary by contribution assumption: employee only about $223,280 at 4% or $148,853 at 6%; with 50% employer match about $148,853 at 4% or $99,236 at 6%; with 100% employer match about $111,640 at 4% or $74,427 at 6%.
Allie & Schuster PC. 401K Plan-5$44,721$44,656$8,931iApproximate average salary by contribution assumption: employee only about $223,280 at 4% or $148,853 at 6%; with 50% employer match about $148,853 at 4% or $99,236 at 6%; with 100% employer match about $111,640 at 4% or $74,427 at 6%.