Civic Intelligence

Allegiance Financial Group LLC

Plan context: Allegiance Financial Group LLC 401 K Profit Sharing Plan Trust

EIN 54-2053632 • Vienna, VA • 9 filings • 2 plans

374 Maple Ave E Suite 204Vienna, VA 22180
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$639,782

2022 Contributions

$71,806

Historical Graphs

Total Assets Over Time

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

$659,552$329,776$0201420182022YearValue
$639,782Latest year 2022

Participants Over Time

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

420201420182022YearValue
4Latest year 2022

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
202214$639,782$71,806$17,952iApproximate average salary by contribution assumption: employee only about $448,788 at 4% or $299,192 at 6%; with 50% employer match about $299,192 at 4% or $199,461 at 6%; with 100% employer match about $224,394 at 4% or $149,596 at 6%.
Allegiance Financial Group LLC 401 K Profit Sharing Plan Trust-4$639,782$71,806$17,952iApproximate average salary by contribution assumption: employee only about $448,788 at 4% or $299,192 at 6%; with 50% employer match about $299,192 at 4% or $199,461 at 6%; with 100% employer match about $224,394 at 4% or $149,596 at 6%.
202114$659,552$68,460$17,115iApproximate average salary by contribution assumption: employee only about $427,875 at 4% or $285,250 at 6%; with 50% employer match about $285,250 at 4% or $190,167 at 6%; with 100% employer match about $213,938 at 4% or $142,625 at 6%.
Allegiance Financial Group LLC 401 K Profit Sharing Plan Trust-4$659,552$68,460$17,115iApproximate average salary by contribution assumption: employee only about $427,875 at 4% or $285,250 at 6%; with 50% employer match about $285,250 at 4% or $190,167 at 6%; with 100% employer match about $213,938 at 4% or $142,625 at 6%.
202014$477,728$67,069$16,767iApproximate average salary by contribution assumption: employee only about $419,181 at 4% or $279,454 at 6%; with 50% employer match about $279,454 at 4% or $186,303 at 6%; with 100% employer match about $209,591 at 4% or $139,727 at 6%.
Allegiance Financial Group LLC 401 K Profit Sharing Plan Trust-4$477,728$67,069$16,767iApproximate average salary by contribution assumption: employee only about $419,181 at 4% or $279,454 at 6%; with 50% employer match about $279,454 at 4% or $186,303 at 6%; with 100% employer match about $209,591 at 4% or $139,727 at 6%.
201914$440,411$64,066$16,017iApproximate average salary by contribution assumption: employee only about $400,413 at 4% or $266,942 at 6%; with 50% employer match about $266,942 at 4% or $177,961 at 6%; with 100% employer match about $200,206 at 4% or $133,471 at 6%.
Allegiance Financial Group LLC 401 K Profit Sharing Plan Trust-4$440,411$64,066$16,017iApproximate average salary by contribution assumption: employee only about $400,413 at 4% or $266,942 at 6%; with 50% employer match about $266,942 at 4% or $177,961 at 6%; with 100% employer match about $200,206 at 4% or $133,471 at 6%.
201813$308,742$60,975$20,325iApproximate average salary by contribution assumption: employee only about $508,125 at 4% or $338,750 at 6%; with 50% employer match about $338,750 at 4% or $225,833 at 6%; with 100% employer match about $254,063 at 4% or $169,375 at 6%.
Allegiance Financial Group LLC 401 K Profit Sharing Plan Trust-3$308,742$60,975$20,325iApproximate average salary by contribution assumption: employee only about $508,125 at 4% or $338,750 at 6%; with 50% employer match about $338,750 at 4% or $225,833 at 6%; with 100% employer match about $254,063 at 4% or $169,375 at 6%.
201713$294,469$59,256$19,752iApproximate average salary by contribution assumption: employee only about $493,800 at 4% or $329,200 at 6%; with 50% employer match about $329,200 at 4% or $219,467 at 6%; with 100% employer match about $246,900 at 4% or $164,600 at 6%.
Allegiance Financial Group LLC 401 K Profit Sharing Plan Trust-3$294,469$59,256$19,752iApproximate average salary by contribution assumption: employee only about $493,800 at 4% or $329,200 at 6%; with 50% employer match about $329,200 at 4% or $219,467 at 6%; with 100% employer match about $246,900 at 4% or $164,600 at 6%.
201613$188,491$58,825$19,608iApproximate average salary by contribution assumption: employee only about $490,208 at 4% or $326,806 at 6%; with 50% employer match about $326,806 at 4% or $217,870 at 6%; with 100% employer match about $245,104 at 4% or $163,403 at 6%.
Allegiance Financial Group LLC 401 K Profit Sharing Plan Trust-3$188,491$58,825$19,608iApproximate average salary by contribution assumption: employee only about $490,208 at 4% or $326,806 at 6%; with 50% employer match about $326,806 at 4% or $217,870 at 6%; with 100% employer match about $245,104 at 4% or $163,403 at 6%.
201513$111,034$55,951$18,650iApproximate average salary by contribution assumption: employee only about $466,258 at 4% or $310,839 at 6%; with 50% employer match about $310,839 at 4% or $207,226 at 6%; with 100% employer match about $233,129 at 4% or $155,419 at 6%.
Allegiance Financial Group LLC 401 K Profit Sharing Plan Trust-3$111,034$55,951$18,650iApproximate average salary by contribution assumption: employee only about $466,258 at 4% or $310,839 at 6%; with 50% employer match about $310,839 at 4% or $207,226 at 6%; with 100% employer match about $233,129 at 4% or $155,419 at 6%.
201413$59,358$60,436$20,145iApproximate average salary by contribution assumption: employee only about $503,633 at 4% or $335,756 at 6%; with 50% employer match about $335,756 at 4% or $223,837 at 6%; with 100% employer match about $251,817 at 4% or $167,878 at 6%.
Allegiance Financial Group LLC 401 K Profit Sharing Plan Trust-3$59,358$60,436$20,145iApproximate average salary by contribution assumption: employee only about $503,633 at 4% or $335,756 at 6%; with 50% employer match about $335,756 at 4% or $223,837 at 6%; with 100% employer match about $251,817 at 4% or $167,878 at 6%.