Allegiance Financial Group Inc.
Plan context: Allegiance Financial Group Inc. 401(K) Plan
EIN 41-2020547 • St. Paul, MN • 22 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
95
2024 Assets
$1,829,321
2024 Contributions
$162,169
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 95 | $1,829,321 | $162,169 | $1,707iApproximate average salary by contribution assumption: employee only about $42,676 at 4% or $28,451 at 6%; with 50% employer match about $28,451 at 4% or $18,967 at 6%; with 100% employer match about $21,338 at 4% or $14,225 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 95 | $1,829,321 | $162,169 | $1,707iApproximate average salary by contribution assumption: employee only about $42,676 at 4% or $28,451 at 6%; with 50% employer match about $28,451 at 4% or $18,967 at 6%; with 100% employer match about $21,338 at 4% or $14,225 at 6%. |
| 2023 | 1 | 73 | $1,907,761 | $178,395 | $2,444iApproximate average salary by contribution assumption: employee only about $61,094 at 4% or $40,729 at 6%; with 50% employer match about $40,729 at 4% or $27,153 at 6%; with 100% employer match about $30,547 at 4% or $20,365 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 73 | $1,907,761 | $178,395 | $2,444iApproximate average salary by contribution assumption: employee only about $61,094 at 4% or $40,729 at 6%; with 50% employer match about $40,729 at 4% or $27,153 at 6%; with 100% employer match about $30,547 at 4% or $20,365 at 6%. |
| 2022 | 1 | 48 | $1,594,073 | $119,150 | $2,482iApproximate average salary by contribution assumption: employee only about $62,057 at 4% or $41,372 at 6%; with 50% employer match about $41,372 at 4% or $27,581 at 6%; with 100% employer match about $31,029 at 4% or $20,686 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 48 | $1,594,073 | $119,150 | $2,482iApproximate average salary by contribution assumption: employee only about $62,057 at 4% or $41,372 at 6%; with 50% employer match about $41,372 at 4% or $27,581 at 6%; with 100% employer match about $31,029 at 4% or $20,686 at 6%. |
| 2021 | 1 | 12 | $1,842,372 | $101,353 | $8,446iApproximate average salary by contribution assumption: employee only about $211,152 at 4% or $140,768 at 6%; with 50% employer match about $140,768 at 4% or $93,845 at 6%; with 100% employer match about $105,576 at 4% or $70,384 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 12 | $1,842,372 | $101,353 | $8,446iApproximate average salary by contribution assumption: employee only about $211,152 at 4% or $140,768 at 6%; with 50% employer match about $140,768 at 4% or $93,845 at 6%; with 100% employer match about $105,576 at 4% or $70,384 at 6%. |
| 2020 | 1 | 14 | $1,688,326 | $128,708 | $9,193iApproximate average salary by contribution assumption: employee only about $229,836 at 4% or $153,224 at 6%; with 50% employer match about $153,224 at 4% or $102,149 at 6%; with 100% employer match about $114,918 at 4% or $76,612 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 14 | $1,688,326 | $128,708 | $9,193iApproximate average salary by contribution assumption: employee only about $229,836 at 4% or $153,224 at 6%; with 50% employer match about $153,224 at 4% or $102,149 at 6%; with 100% employer match about $114,918 at 4% or $76,612 at 6%. |
| 2019 | 1 | 13 | $1,337,773 | $105,440 | $8,111iApproximate average salary by contribution assumption: employee only about $202,769 at 4% or $135,179 at 6%; with 50% employer match about $135,179 at 4% or $90,120 at 6%; with 100% employer match about $101,385 at 4% or $67,590 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 13 | $1,337,773 | $105,440 | $8,111iApproximate average salary by contribution assumption: employee only about $202,769 at 4% or $135,179 at 6%; with 50% employer match about $135,179 at 4% or $90,120 at 6%; with 100% employer match about $101,385 at 4% or $67,590 at 6%. |
| 2018 | 1 | 15 | $1,010,963 | $124,350 | $8,290iApproximate average salary by contribution assumption: employee only about $207,250 at 4% or $138,167 at 6%; with 50% employer match about $138,167 at 4% or $92,111 at 6%; with 100% employer match about $103,625 at 4% or $69,083 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 15 | $1,010,963 | $124,350 | $8,290iApproximate average salary by contribution assumption: employee only about $207,250 at 4% or $138,167 at 6%; with 50% employer match about $138,167 at 4% or $92,111 at 6%; with 100% employer match about $103,625 at 4% or $69,083 at 6%. |
| 2017 | 1 | 14 | $961,507 | $149,962 | $10,712iApproximate average salary by contribution assumption: employee only about $267,789 at 4% or $178,526 at 6%; with 50% employer match about $178,526 at 4% or $119,017 at 6%; with 100% employer match about $133,895 at 4% or $89,263 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 14 | $961,507 | $149,962 | $10,712iApproximate average salary by contribution assumption: employee only about $267,789 at 4% or $178,526 at 6%; with 50% employer match about $178,526 at 4% or $119,017 at 6%; with 100% employer match about $133,895 at 4% or $89,263 at 6%. |
| 2016 | 1 | 12 | $680,400 | $78,044 | $6,504iApproximate average salary by contribution assumption: employee only about $162,592 at 4% or $108,394 at 6%; with 50% employer match about $108,394 at 4% or $72,263 at 6%; with 100% employer match about $81,296 at 4% or $54,197 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 12 | $680,400 | $78,044 | $6,504iApproximate average salary by contribution assumption: employee only about $162,592 at 4% or $108,394 at 6%; with 50% employer match about $108,394 at 4% or $72,263 at 6%; with 100% employer match about $81,296 at 4% or $54,197 at 6%. |
| 2015 | 1 | 10 | $547,373 | $74,604 | $7,460iApproximate average salary by contribution assumption: employee only about $186,510 at 4% or $124,340 at 6%; with 50% employer match about $124,340 at 4% or $82,893 at 6%; with 100% employer match about $93,255 at 4% or $62,170 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 10 | $547,373 | $74,604 | $7,460iApproximate average salary by contribution assumption: employee only about $186,510 at 4% or $124,340 at 6%; with 50% employer match about $124,340 at 4% or $82,893 at 6%; with 100% employer match about $93,255 at 4% or $62,170 at 6%. |
| 2014 | 1 | 8 | $486,633 | $70,217 | $8,777iApproximate average salary by contribution assumption: employee only about $219,428 at 4% or $146,285 at 6%; with 50% employer match about $146,285 at 4% or $97,524 at 6%; with 100% employer match about $109,714 at 4% or $73,143 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 8 | $486,633 | $70,217 | $8,777iApproximate average salary by contribution assumption: employee only about $219,428 at 4% or $146,285 at 6%; with 50% employer match about $146,285 at 4% or $97,524 at 6%; with 100% employer match about $109,714 at 4% or $73,143 at 6%. |
| 2013 | 1 | 9 | $542,049 | $56,556 | $6,284iApproximate average salary by contribution assumption: employee only about $157,100 at 4% or $104,733 at 6%; with 50% employer match about $104,733 at 4% or $69,822 at 6%; with 100% employer match about $78,550 at 4% or $52,367 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 9 | $542,049 | $56,556 | $6,284iApproximate average salary by contribution assumption: employee only about $157,100 at 4% or $104,733 at 6%; with 50% employer match about $104,733 at 4% or $69,822 at 6%; with 100% employer match about $78,550 at 4% or $52,367 at 6%. |
| 2012 | 1 | 10 | $529,405 | $40,119 | $4,012iApproximate average salary by contribution assumption: employee only about $100,298 at 4% or $66,865 at 6%; with 50% employer match about $66,865 at 4% or $44,577 at 6%; with 100% employer match about $50,149 at 4% or $33,433 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 10 | $529,405 | $40,119 | $4,012iApproximate average salary by contribution assumption: employee only about $100,298 at 4% or $66,865 at 6%; with 50% employer match about $66,865 at 4% or $44,577 at 6%; with 100% employer match about $50,149 at 4% or $33,433 at 6%. |
| 2011 | 1 | 10 | $477,902 | $38,971 | $3,897iApproximate average salary by contribution assumption: employee only about $97,428 at 4% or $64,952 at 6%; with 50% employer match about $64,952 at 4% or $43,301 at 6%; with 100% employer match about $48,714 at 4% or $32,476 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 10 | $477,902 | $38,971 | $3,897iApproximate average salary by contribution assumption: employee only about $97,428 at 4% or $64,952 at 6%; with 50% employer match about $64,952 at 4% or $43,301 at 6%; with 100% employer match about $48,714 at 4% or $32,476 at 6%. |
| 2010 | 1 | 9 | $458,204 | $60,368 | $6,708iApproximate average salary by contribution assumption: employee only about $167,689 at 4% or $111,793 at 6%; with 50% employer match about $111,793 at 4% or $74,528 at 6%; with 100% employer match about $83,844 at 4% or $55,896 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 9 | $458,204 | $60,368 | $6,708iApproximate average salary by contribution assumption: employee only about $167,689 at 4% or $111,793 at 6%; with 50% employer match about $111,793 at 4% or $74,528 at 6%; with 100% employer match about $83,844 at 4% or $55,896 at 6%. |
| 2009 | 1 | 7 | $436,735 | $60,526 | $8,647iApproximate average salary by contribution assumption: employee only about $216,164 at 4% or $144,110 at 6%; with 50% employer match about $144,110 at 4% or $96,073 at 6%; with 100% employer match about $108,082 at 4% or $72,055 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 7 | $436,735 | $60,526 | $8,647iApproximate average salary by contribution assumption: employee only about $216,164 at 4% or $144,110 at 6%; with 50% employer match about $144,110 at 4% or $96,073 at 6%; with 100% employer match about $108,082 at 4% or $72,055 at 6%. |
| 2008 | 1 | 8 | $305,779 | $65,768 | $8,221iApproximate average salary by contribution assumption: employee only about $205,525 at 4% or $137,017 at 6%; with 50% employer match about $137,017 at 4% or $91,344 at 6%; with 100% employer match about $102,763 at 4% or $68,508 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 8 | $305,779 | $65,768 | $8,221iApproximate average salary by contribution assumption: employee only about $205,525 at 4% or $137,017 at 6%; with 50% employer match about $137,017 at 4% or $91,344 at 6%; with 100% employer match about $102,763 at 4% or $68,508 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Allegiance Financial Group Inc. 401(K) Plan | - | 8 | - | - | - |
| 2006 | 1 | 9 | $318,653 | $95,354 | $10,595iApproximate average salary by contribution assumption: employee only about $264,872 at 4% or $176,581 at 6%; with 50% employer match about $176,581 at 4% or $117,721 at 6%; with 100% employer match about $132,436 at 4% or $88,291 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 9 | $318,653 | $95,354 | $10,595iApproximate average salary by contribution assumption: employee only about $264,872 at 4% or $176,581 at 6%; with 50% employer match about $176,581 at 4% or $117,721 at 6%; with 100% employer match about $132,436 at 4% or $88,291 at 6%. |
| 2005 | 1 | 9 | $218,233 | $82,999 | $9,222iApproximate average salary by contribution assumption: employee only about $230,553 at 4% or $153,702 at 6%; with 50% employer match about $153,702 at 4% or $102,468 at 6%; with 100% employer match about $115,276 at 4% or $76,851 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 9 | $218,233 | $82,999 | $9,222iApproximate average salary by contribution assumption: employee only about $230,553 at 4% or $153,702 at 6%; with 50% employer match about $153,702 at 4% or $102,468 at 6%; with 100% employer match about $115,276 at 4% or $76,851 at 6%. |
| 2004 | 1 | 11 | $127,824 | $60,649 | $5,514iApproximate average salary by contribution assumption: employee only about $137,839 at 4% or $91,892 at 6%; with 50% employer match about $91,892 at 4% or $61,262 at 6%; with 100% employer match about $68,919 at 4% or $45,946 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 11 | $127,824 | $60,649 | $5,514iApproximate average salary by contribution assumption: employee only about $137,839 at 4% or $91,892 at 6%; with 50% employer match about $91,892 at 4% or $61,262 at 6%; with 100% employer match about $68,919 at 4% or $45,946 at 6%. |
| 2003 | 1 | 9 | $59,941 | $35,082 | $3,898iApproximate average salary by contribution assumption: employee only about $97,450 at 4% or $64,967 at 6%; with 50% employer match about $64,967 at 4% or $43,311 at 6%; with 100% employer match about $48,725 at 4% or $32,483 at 6%. |
| Allegiance Financial Group Inc. 401(K) Plan | - | 9 | $59,941 | $35,082 | $3,898iApproximate average salary by contribution assumption: employee only about $97,450 at 4% or $64,967 at 6%; with 50% employer match about $64,967 at 4% or $43,311 at 6%; with 100% employer match about $48,725 at 4% or $32,483 at 6%. |