Civic Intelligence

Alpha Cubed Investments LLC

Plan context: Alpha Cubed Investments LLC 401 K Profit Sharing Plan Trust

EIN 45-3688199 • Irvine, CA • 11 filings • 3 plans

18301 Von Karman Ave - Suite 900Irvine, CA 92612
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$2,222,494

2024 Contributions

$454,680

Historical Graphs

Total Assets Over Time

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

$2,222,494$1,111,247$0201420192024YearValue
$2,222,494Latest year 2024

Participants Over Time

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

30150201420192024YearValue
30Latest 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
2024130$2,222,494$454,680$15,156iApproximate average salary by contribution assumption: employee only about $378,900 at 4% or $252,600 at 6%; with 50% employer match about $252,600 at 4% or $168,400 at 6%; with 100% employer match about $189,450 at 4% or $126,300 at 6%.
Alpha Cubed Investments LLC 401 K Profit Sharing Plan Trust-30$2,222,494$454,680$15,156iApproximate average salary by contribution assumption: employee only about $378,900 at 4% or $252,600 at 6%; with 50% employer match about $252,600 at 4% or $168,400 at 6%; with 100% employer match about $189,450 at 4% or $126,300 at 6%.
2023126$1,461,321$397,487$15,288iApproximate average salary by contribution assumption: employee only about $382,199 at 4% or $254,799 at 6%; with 50% employer match about $254,799 at 4% or $169,866 at 6%; with 100% employer match about $191,100 at 4% or $127,400 at 6%.
Alpha Cubed Investments LLC 401 K Profit Sharing Plan Trust-26$1,461,321$397,487$15,288iApproximate average salary by contribution assumption: employee only about $382,199 at 4% or $254,799 at 6%; with 50% employer match about $254,799 at 4% or $169,866 at 6%; with 100% employer match about $191,100 at 4% or $127,400 at 6%.
2022124$841,550$296,508$12,355iApproximate average salary by contribution assumption: employee only about $308,863 at 4% or $205,908 at 6%; with 50% employer match about $205,908 at 4% or $137,272 at 6%; with 100% employer match about $154,431 at 4% or $102,954 at 6%.
Alpha Cubed Investments LLC 401 K Profit Sharing Plan Trust-24$841,550$296,508$12,355iApproximate average salary by contribution assumption: employee only about $308,863 at 4% or $205,908 at 6%; with 50% employer match about $205,908 at 4% or $137,272 at 6%; with 100% employer match about $154,431 at 4% or $102,954 at 6%.
2021120$776,194$232,846$11,642iApproximate average salary by contribution assumption: employee only about $291,058 at 4% or $194,038 at 6%; with 50% employer match about $194,038 at 4% or $129,359 at 6%; with 100% employer match about $145,529 at 4% or $97,019 at 6%.
Alpha Cubed Investments LLC 401 K Profit Sharing Plan Trust-20$776,194$232,846$11,642iApproximate average salary by contribution assumption: employee only about $291,058 at 4% or $194,038 at 6%; with 50% employer match about $194,038 at 4% or $129,359 at 6%; with 100% employer match about $145,529 at 4% or $97,019 at 6%.
2020113$466,577$127,805$9,831iApproximate average salary by contribution assumption: employee only about $245,779 at 4% or $163,853 at 6%; with 50% employer match about $163,853 at 4% or $109,235 at 6%; with 100% employer match about $122,889 at 4% or $81,926 at 6%.
Alpha Cubed Investments LLC 401 K Profit Sharing Plan Trust-13$466,577$127,805$9,831iApproximate average salary by contribution assumption: employee only about $245,779 at 4% or $163,853 at 6%; with 50% employer match about $163,853 at 4% or $109,235 at 6%; with 100% employer match about $122,889 at 4% or $81,926 at 6%.
2019111$272,661$113,729$10,339iApproximate average salary by contribution assumption: employee only about $258,475 at 4% or $172,317 at 6%; with 50% employer match about $172,317 at 4% or $114,878 at 6%; with 100% employer match about $129,238 at 4% or $86,158 at 6%.
Alpha Cubed Investments LLC 401 K Profit Sharing Plan Trust-11$272,661$113,729$10,339iApproximate average salary by contribution assumption: employee only about $258,475 at 4% or $172,317 at 6%; with 50% employer match about $172,317 at 4% or $114,878 at 6%; with 100% employer match about $129,238 at 4% or $86,158 at 6%.
201819$107,864$66,196$7,355iApproximate average salary by contribution assumption: employee only about $183,878 at 4% or $122,585 at 6%; with 50% employer match about $122,585 at 4% or $81,723 at 6%; with 100% employer match about $91,939 at 4% or $61,293 at 6%.
Alpha Cubed Investments LLC 401 K Profit Sharing Plan Trust-9$107,864$66,196$7,355iApproximate average salary by contribution assumption: employee only about $183,878 at 4% or $122,585 at 6%; with 50% employer match about $122,585 at 4% or $81,723 at 6%; with 100% employer match about $91,939 at 4% or $61,293 at 6%.
201716$49,812$36,635$6,106iApproximate average salary by contribution assumption: employee only about $152,646 at 4% or $101,764 at 6%; with 50% employer match about $101,764 at 4% or $67,843 at 6%; with 100% employer match about $76,323 at 4% or $50,882 at 6%.
Alpha Cubed Investments LLC 401 K Profit Sharing Plan Trust-6$49,812$36,635$6,106iApproximate average salary by contribution assumption: employee only about $152,646 at 4% or $101,764 at 6%; with 50% employer match about $101,764 at 4% or $67,843 at 6%; with 100% employer match about $76,323 at 4% or $50,882 at 6%.
201613$8,491$5,213$1,738iApproximate average salary by contribution assumption: employee only about $43,442 at 4% or $28,961 at 6%; with 50% employer match about $28,961 at 4% or $19,307 at 6%; with 100% employer match about $21,721 at 4% or $14,481 at 6%.
Alpha Cubed Investments LLC 401 K Profit Sharing Plan Trust-3$8,491$5,213$1,738iApproximate average salary by contribution assumption: employee only about $43,442 at 4% or $28,961 at 6%; with 50% employer match about $28,961 at 4% or $19,307 at 6%; with 100% employer match about $21,721 at 4% or $14,481 at 6%.
201511$2,952$1,915$1,915iApproximate average salary by contribution assumption: employee only about $47,875 at 4% or $31,917 at 6%; with 50% employer match about $31,917 at 4% or $21,278 at 6%; with 100% employer match about $23,938 at 4% or $15,958 at 6%.
Alpha Cubed Investments LLC 401 K Profit Sharing Plan Trust-1$2,952$1,915$1,915iApproximate average salary by contribution assumption: employee only about $47,875 at 4% or $31,917 at 6%; with 50% employer match about $31,917 at 4% or $21,278 at 6%; with 100% employer match about $23,938 at 4% or $15,958 at 6%.
201411$1,148$1,148$1,148iApproximate average salary by contribution assumption: employee only about $28,700 at 4% or $19,133 at 6%; with 50% employer match about $19,133 at 4% or $12,756 at 6%; with 100% employer match about $14,350 at 4% or $9,567 at 6%.
Alpha Cubed Investments LLC 401 K Profit Sharing Plan Trust-1$1,148$1,148$1,148iApproximate average salary by contribution assumption: employee only about $28,700 at 4% or $19,133 at 6%; with 50% employer match about $19,133 at 4% or $12,756 at 6%; with 100% employer match about $14,350 at 4% or $9,567 at 6%.