Current Snapshot
Latest Year
2004
2004 Participants
324
2004 Assets
$2,522,475
2004 Contributions
$319,304
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 324 | $2,522,475 | $319,304 | $986iApproximate average salary by contribution assumption: employee only about $24,638 at 4% or $16,425 at 6%; with 50% employer match about $16,425 at 4% or $10,950 at 6%; with 100% employer match about $12,319 at 4% or $8,213 at 6%. |
| J.W. Allen & Co. Pension Plan | - | 324 | $2,522,475 | $319,304 | $986iApproximate average salary by contribution assumption: employee only about $24,638 at 4% or $16,425 at 6%; with 50% employer match about $16,425 at 4% or $10,950 at 6%; with 100% employer match about $12,319 at 4% or $8,213 at 6%. |
| 2003 | 1 | 379 | $3,758,716 | $412,943 | $1,090iApproximate average salary by contribution assumption: employee only about $27,239 at 4% or $18,159 at 6%; with 50% employer match about $18,159 at 4% or $12,106 at 6%; with 100% employer match about $13,619 at 4% or $9,080 at 6%. |
| J.W. Allen & Co. Pension Plan | - | 379 | $3,758,716 | $412,943 | $1,090iApproximate average salary by contribution assumption: employee only about $27,239 at 4% or $18,159 at 6%; with 50% employer match about $18,159 at 4% or $12,106 at 6%; with 100% employer match about $13,619 at 4% or $9,080 at 6%. |
| 2002 | 1 | 383 | $3,377,052 | $0 | - |
| J.W. Allen & Co. Pension Plan | - | 383 | $3,377,052 | - | - |
| 2001 | 3 | 436 | $4,923,442 | $1,301,437 | $2,985iApproximate average salary by contribution assumption: employee only about $74,624 at 4% or $49,749 at 6%; with 50% employer match about $49,749 at 4% or $33,166 at 6%; with 100% employer match about $37,312 at 4% or $24,875 at 6%. |
| J.W. Allen & Co. Pension Plan | - | 436 | $4,923,442 | - | - |
| J.W. Allen & Co. Employees Stock Ownership Plan | - | 0 | - | - | - |
| J.W. ALLEN & CO. RETIREMENT AND INCENTIVE 401K SAVINGS PLAN | - | 0 | - | $1,301,437 | - |
| 2000 | 4 | 591 | $6,260,704 | $11,425 | $19iApproximate average salary by contribution assumption: employee only about $483 at 4% or $322 at 6%; with 50% employer match about $322 at 4% or $215 at 6%; with 100% employer match about $242 at 4% or $161 at 6%. |
| J.W. Allen & Co. Pension Plan | - | 406 | $6,229,340 | - | - |
| J.W. Allen & Co. Employees Stock Ownership Plan | - | 0 | $31,364 | $11,425 | - |
| J.W. Allen & Co. Welfare Benefit Plan | - | 591 | - | - | - |
| J.W. ALLEN & CO. RETIREMENT AND INCENTIVE 401K SAVINGS PLAN | - | 378 | - | - | - |
| 1999 | 3 | 503 | $9,916,204 | $0 | - |
| J.W. Allen & Co. Pension Plan | - | 347 | $6,520,002 | - | - |
| J.W. Allen & Co. Employees Stock Ownership Plan | - | 442 | $3,396,202 | - | - |
| J.W. Allen & Co. Welfare Benefit Plan | - | 503 | - | - | - |