Allied Trust Underwriters LLC
Plan context: Allied Trust Underwriters LLC 401 K Profit Sharing Plan Trust
EIN 47-3927871 • Tampa, FL • 5 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
23
2019 Assets
$236,976
2019 Contributions
$6,190
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $6,190 | - |
| Allied Trust Underwriters LLC 401 K Profit Sharing Plan Trust | - | 0 | $0 | $6,190 | - |
| 2018 | 1 | 23 | $236,976 | $136,054 | $5,915iApproximate average salary by contribution assumption: employee only about $147,885 at 4% or $98,590 at 6%; with 50% employer match about $98,590 at 4% or $65,727 at 6%; with 100% employer match about $73,942 at 4% or $49,295 at 6%. |
| Allied Trust Underwriters LLC 401 K Profit Sharing Plan Trust | - | 23 | $236,976 | $136,054 | $5,915iApproximate average salary by contribution assumption: employee only about $147,885 at 4% or $98,590 at 6%; with 50% employer match about $98,590 at 4% or $65,727 at 6%; with 100% employer match about $73,942 at 4% or $49,295 at 6%. |
| 2017 | 1 | 16 | $167,266 | $83,849 | $5,241iApproximate average salary by contribution assumption: employee only about $131,014 at 4% or $87,343 at 6%; with 50% employer match about $87,343 at 4% or $58,228 at 6%; with 100% employer match about $65,507 at 4% or $43,671 at 6%. |
| Allied Trust Underwriters LLC 401 K Profit Sharing Plan Trust | - | 16 | $167,266 | $83,849 | $5,241iApproximate average salary by contribution assumption: employee only about $131,014 at 4% or $87,343 at 6%; with 50% employer match about $87,343 at 4% or $58,228 at 6%; with 100% employer match about $65,507 at 4% or $43,671 at 6%. |
| 2016 | 1 | 12 | $80,221 | $73,771 | $6,148iApproximate average salary by contribution assumption: employee only about $153,690 at 4% or $102,460 at 6%; with 50% employer match about $102,460 at 4% or $68,306 at 6%; with 100% employer match about $76,845 at 4% or $51,230 at 6%. |
| Allied Trust Underwriters LLC 401 K Profit Sharing Plan Trust | - | 12 | $80,221 | $73,771 | $6,148iApproximate average salary by contribution assumption: employee only about $153,690 at 4% or $102,460 at 6%; with 50% employer match about $102,460 at 4% or $68,306 at 6%; with 100% employer match about $76,845 at 4% or $51,230 at 6%. |
| 2015 | 1 | 7 | $3,501 | $3,480 | $497iApproximate average salary by contribution assumption: employee only about $12,429 at 4% or $8,286 at 6%; with 50% employer match about $8,286 at 4% or $5,524 at 6%; with 100% employer match about $6,214 at 4% or $4,143 at 6%. |
| Allied Trust Underwriters LLC 401 K Profit Sharing Plan Trust | - | 7 | $3,501 | $3,480 | $497iApproximate average salary by contribution assumption: employee only about $12,429 at 4% or $8,286 at 6%; with 50% employer match about $8,286 at 4% or $5,524 at 6%; with 100% employer match about $6,214 at 4% or $4,143 at 6%. |