Civic Intelligence

Alegacy Group

Plan context: Alegacy Group Retirement Plan

EIN 46-3548736 • Waller, TX • 10 filings • 1 plans

1475 Alegacy PlaceWaller, TX 77484
Current Snapshot

Latest Year

2024

2024 Participants

218

2024 Assets

$12,734,680

2024 Contributions

$1,986,415

Historical Graphs

Total Assets Over Time

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

$12,734,680$6,367,340$0201520202024YearValue
$12,734,680Latest year 2024

Participants Over Time

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

2181090201520202024YearValue
218Latest 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
20241218$12,734,680$1,986,415$9,112iApproximate average salary by contribution assumption: employee only about $227,800 at 4% or $151,867 at 6%; with 50% employer match about $151,867 at 4% or $101,244 at 6%; with 100% employer match about $113,900 at 4% or $75,933 at 6%.
Alegacy Group Retirement Plan-218$12,734,680$1,986,415$9,112iApproximate average salary by contribution assumption: employee only about $227,800 at 4% or $151,867 at 6%; with 50% employer match about $151,867 at 4% or $101,244 at 6%; with 100% employer match about $113,900 at 4% or $75,933 at 6%.
20231202$9,699,400$1,768,889$8,757iApproximate average salary by contribution assumption: employee only about $218,922 at 4% or $145,948 at 6%; with 50% employer match about $145,948 at 4% or $97,299 at 6%; with 100% employer match about $109,461 at 4% or $72,974 at 6%.
Alegacy Group Retirement Plan-202$9,699,400$1,768,889$8,757iApproximate average salary by contribution assumption: employee only about $218,922 at 4% or $145,948 at 6%; with 50% employer match about $145,948 at 4% or $97,299 at 6%; with 100% employer match about $109,461 at 4% or $72,974 at 6%.
20221167$7,375,819$1,349,274$8,079iApproximate average salary by contribution assumption: employee only about $201,987 at 4% or $134,658 at 6%; with 50% employer match about $134,658 at 4% or $89,772 at 6%; with 100% employer match about $100,994 at 4% or $67,329 at 6%.
Alegacy Group Retirement Plan-167$7,375,819$1,349,274$8,079iApproximate average salary by contribution assumption: employee only about $201,987 at 4% or $134,658 at 6%; with 50% employer match about $134,658 at 4% or $89,772 at 6%; with 100% employer match about $100,994 at 4% or $67,329 at 6%.
20211146$7,305,488$821,342$5,626iApproximate average salary by contribution assumption: employee only about $140,641 at 4% or $93,761 at 6%; with 50% employer match about $93,761 at 4% or $62,507 at 6%; with 100% employer match about $70,320 at 4% or $46,880 at 6%.
Alegacy Group Retirement Plan-146$7,305,488$821,342$5,626iApproximate average salary by contribution assumption: employee only about $140,641 at 4% or $93,761 at 6%; with 50% employer match about $93,761 at 4% or $62,507 at 6%; with 100% employer match about $70,320 at 4% or $46,880 at 6%.
20201115$5,886,925$1,261,173$10,967iApproximate average salary by contribution assumption: employee only about $274,168 at 4% or $182,779 at 6%; with 50% employer match about $182,779 at 4% or $121,852 at 6%; with 100% employer match about $137,084 at 4% or $91,389 at 6%.
Alegacy Group Retirement Plan-115$5,886,925$1,261,173$10,967iApproximate average salary by contribution assumption: employee only about $274,168 at 4% or $182,779 at 6%; with 50% employer match about $182,779 at 4% or $121,852 at 6%; with 100% employer match about $137,084 at 4% or $91,389 at 6%.
20191167$6,348,891$1,376,684$8,244iApproximate average salary by contribution assumption: employee only about $206,090 at 4% or $137,394 at 6%; with 50% employer match about $137,394 at 4% or $91,596 at 6%; with 100% employer match about $103,045 at 4% or $68,697 at 6%.
Alegacy Group Retirement Plan-167$6,348,891$1,376,684$8,244iApproximate average salary by contribution assumption: employee only about $206,090 at 4% or $137,394 at 6%; with 50% employer match about $137,394 at 4% or $91,596 at 6%; with 100% employer match about $103,045 at 4% or $68,697 at 6%.
20181139$4,235,952$1,520,514$10,939iApproximate average salary by contribution assumption: employee only about $273,474 at 4% or $182,316 at 6%; with 50% employer match about $182,316 at 4% or $121,544 at 6%; with 100% employer match about $136,737 at 4% or $91,158 at 6%.
Alegacy Group Retirement Plan-139$4,235,952$1,520,514$10,939iApproximate average salary by contribution assumption: employee only about $273,474 at 4% or $182,316 at 6%; with 50% employer match about $182,316 at 4% or $121,544 at 6%; with 100% employer match about $136,737 at 4% or $91,158 at 6%.
2017173$3,116,066$779,818$10,682iApproximate average salary by contribution assumption: employee only about $267,061 at 4% or $178,041 at 6%; with 50% employer match about $178,041 at 4% or $118,694 at 6%; with 100% employer match about $133,530 at 4% or $89,020 at 6%.
Alegacy Group Retirement Plan-73$3,116,066$779,818$10,682iApproximate average salary by contribution assumption: employee only about $267,061 at 4% or $178,041 at 6%; with 50% employer match about $178,041 at 4% or $118,694 at 6%; with 100% employer match about $133,530 at 4% or $89,020 at 6%.
2016158$1,952,446$828,139$14,278iApproximate average salary by contribution assumption: employee only about $356,956 at 4% or $237,971 at 6%; with 50% employer match about $237,971 at 4% or $158,647 at 6%; with 100% employer match about $178,478 at 4% or $118,985 at 6%.
Alegacy Group Retirement Plan-58$1,952,446$828,139$14,278iApproximate average salary by contribution assumption: employee only about $356,956 at 4% or $237,971 at 6%; with 50% employer match about $237,971 at 4% or $158,647 at 6%; with 100% employer match about $178,478 at 4% or $118,985 at 6%.
2015155$1,037,335$1,052,892$19,143iApproximate average salary by contribution assumption: employee only about $478,587 at 4% or $319,058 at 6%; with 50% employer match about $319,058 at 4% or $212,705 at 6%; with 100% employer match about $239,294 at 4% or $159,529 at 6%.
Alegacy Group Retirement Plan-55$1,037,335$1,052,892$19,143iApproximate average salary by contribution assumption: employee only about $478,587 at 4% or $319,058 at 6%; with 50% employer match about $319,058 at 4% or $212,705 at 6%; with 100% employer match about $239,294 at 4% or $159,529 at 6%.