Civic Intelligence

ALG FINANCIAL SERVICES INC

Plan context: ALG FINANCIAL SERVICES INC. 401(K) PROFIT SHARING PLAN & TRUST

EIN 46-5651948 • Beverly, MA • 5 filings • 1 plans

6 Pearson StBeverly, MA 01915-2411
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$370,190

2025 Contributions

$86,167

Historical Graphs

Total Assets Over Time

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

$370,190$185,095$0202120232025YearValue
$370,190Latest year 2025

Participants Over Time

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

210202120232025YearValue
2Latest year 2025

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
202512$370,190$86,167$43,084iApproximate average salary by contribution assumption: employee only about $1,077,088 at 4% or $718,058 at 6%; with 50% employer match about $718,058 at 4% or $478,706 at 6%; with 100% employer match about $538,544 at 4% or $359,029 at 6%.
ALG FINANCIAL SERVICES INC. 401(K) PROFIT SHARING PLAN & TRUST-2$370,190$86,167$43,084iApproximate average salary by contribution assumption: employee only about $1,077,088 at 4% or $718,058 at 6%; with 50% employer match about $718,058 at 4% or $478,706 at 6%; with 100% employer match about $538,544 at 4% or $359,029 at 6%.
202412$250,394$38,073$19,037iApproximate average salary by contribution assumption: employee only about $475,913 at 4% or $317,275 at 6%; with 50% employer match about $317,275 at 4% or $211,517 at 6%; with 100% employer match about $237,956 at 4% or $158,638 at 6%.
ALG FINANCIAL SERVICES INC. 401(K) PROFIT SHARING PLAN & TRUST-2$250,394$38,073$19,037iApproximate average salary by contribution assumption: employee only about $475,913 at 4% or $317,275 at 6%; with 50% employer match about $317,275 at 4% or $211,517 at 6%; with 100% employer match about $237,956 at 4% or $158,638 at 6%.
202312$198,743$36,397$18,199iApproximate average salary by contribution assumption: employee only about $454,963 at 4% or $303,308 at 6%; with 50% employer match about $303,308 at 4% or $202,206 at 6%; with 100% employer match about $227,481 at 4% or $151,654 at 6%.
ALG FINANCIAL SERVICES INC. 401(K) PROFIT SHARING PLAN & TRUST-2$198,743$36,397$18,199iApproximate average salary by contribution assumption: employee only about $454,963 at 4% or $303,308 at 6%; with 50% employer match about $303,308 at 4% or $202,206 at 6%; with 100% employer match about $227,481 at 4% or $151,654 at 6%.
202212$152,565$67,813$33,907iApproximate average salary by contribution assumption: employee only about $847,663 at 4% or $565,108 at 6%; with 50% employer match about $565,108 at 4% or $376,739 at 6%; with 100% employer match about $423,831 at 4% or $282,554 at 6%.
ALG FINANCIAL SERVICES INC. 401(K) PROFIT SHARING PLAN & TRUST-2$152,565$67,813$33,907iApproximate average salary by contribution assumption: employee only about $847,663 at 4% or $565,108 at 6%; with 50% employer match about $565,108 at 4% or $376,739 at 6%; with 100% employer match about $423,831 at 4% or $282,554 at 6%.
202112$84,879$84,323$42,162iApproximate average salary by contribution assumption: employee only about $1,054,038 at 4% or $702,692 at 6%; with 50% employer match about $702,692 at 4% or $468,461 at 6%; with 100% employer match about $527,019 at 4% or $351,346 at 6%.
ALG FINANCIAL SERVICES INC. 401(K) PROFIT SHARING PLAN & TRUST-2$84,879$84,323$42,162iApproximate average salary by contribution assumption: employee only about $1,054,038 at 4% or $702,692 at 6%; with 50% employer match about $702,692 at 4% or $468,461 at 6%; with 100% employer match about $527,019 at 4% or $351,346 at 6%.