Alonso & Associates Inc.
Plan context: Alonso & Associates Inc. 401(K) Plan
EIN 65-0185460 • West Palm Beach, FL • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$2,547,809
2024 Contributions
$287,708
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $2,547,809 | $287,708 | $23,976iApproximate average salary by contribution assumption: employee only about $599,392 at 4% or $399,594 at 6%; with 50% employer match about $399,594 at 4% or $266,396 at 6%; with 100% employer match about $299,696 at 4% or $199,797 at 6%. |
| Alonso & Associates Inc. 401(K) Plan | - | 12 | $2,547,809 | $287,708 | $23,976iApproximate average salary by contribution assumption: employee only about $599,392 at 4% or $399,594 at 6%; with 50% employer match about $399,594 at 4% or $266,396 at 6%; with 100% employer match about $299,696 at 4% or $199,797 at 6%. |
| 2023 | 1 | 13 | $2,173,258 | $290,418 | $22,340iApproximate average salary by contribution assumption: employee only about $558,496 at 4% or $372,331 at 6%; with 50% employer match about $372,331 at 4% or $248,221 at 6%; with 100% employer match about $279,248 at 4% or $186,165 at 6%. |
| Alonso & Associates Inc. 401(K) Plan | - | 13 | $2,173,258 | $290,418 | $22,340iApproximate average salary by contribution assumption: employee only about $558,496 at 4% or $372,331 at 6%; with 50% employer match about $372,331 at 4% or $248,221 at 6%; with 100% employer match about $279,248 at 4% or $186,165 at 6%. |
| 2022 | 1 | 11 | $1,691,507 | $275,546 | $25,050iApproximate average salary by contribution assumption: employee only about $626,241 at 4% or $417,494 at 6%; with 50% employer match about $417,494 at 4% or $278,329 at 6%; with 100% employer match about $313,120 at 4% or $208,747 at 6%. |
| Alonso & Associates Inc. 401(K) Plan | - | 11 | $1,691,507 | $275,546 | $25,050iApproximate average salary by contribution assumption: employee only about $626,241 at 4% or $417,494 at 6%; with 50% employer match about $417,494 at 4% or $278,329 at 6%; with 100% employer match about $313,120 at 4% or $208,747 at 6%. |
| 2021 | 1 | 10 | $1,679,633 | $255,915 | $25,592iApproximate average salary by contribution assumption: employee only about $639,788 at 4% or $426,525 at 6%; with 50% employer match about $426,525 at 4% or $284,350 at 6%; with 100% employer match about $319,894 at 4% or $213,263 at 6%. |
| Alonso & Associates Inc. 401(K) Plan | - | 10 | $1,679,633 | $255,915 | $25,592iApproximate average salary by contribution assumption: employee only about $639,788 at 4% or $426,525 at 6%; with 50% employer match about $426,525 at 4% or $284,350 at 6%; with 100% employer match about $319,894 at 4% or $213,263 at 6%. |
| 2020 | 1 | 9 | $1,299,703 | $269,801 | $29,978iApproximate average salary by contribution assumption: employee only about $749,447 at 4% or $499,631 at 6%; with 50% employer match about $499,631 at 4% or $333,088 at 6%; with 100% employer match about $374,724 at 4% or $249,816 at 6%. |
| Alonso & Associates Inc. 401(K) Plan | - | 9 | $1,299,703 | $269,801 | $29,978iApproximate average salary by contribution assumption: employee only about $749,447 at 4% or $499,631 at 6%; with 50% employer match about $499,631 at 4% or $333,088 at 6%; with 100% employer match about $374,724 at 4% or $249,816 at 6%. |
| 2019 | 1 | 8 | $913,332 | $224,806 | $28,101iApproximate average salary by contribution assumption: employee only about $702,519 at 4% or $468,346 at 6%; with 50% employer match about $468,346 at 4% or $312,231 at 6%; with 100% employer match about $351,259 at 4% or $234,173 at 6%. |
| Alonso & Associates Inc. 401(K) Plan | - | 8 | $913,332 | $224,806 | $28,101iApproximate average salary by contribution assumption: employee only about $702,519 at 4% or $468,346 at 6%; with 50% employer match about $468,346 at 4% or $312,231 at 6%; with 100% employer match about $351,259 at 4% or $234,173 at 6%. |
| 2018 | 1 | 9 | $601,491 | $155,745 | $17,305iApproximate average salary by contribution assumption: employee only about $432,625 at 4% or $288,417 at 6%; with 50% employer match about $288,417 at 4% or $192,278 at 6%; with 100% employer match about $216,313 at 4% or $144,208 at 6%. |
| Alonso & Associates Inc. 401(K) Plan | - | 9 | $601,491 | $155,745 | $17,305iApproximate average salary by contribution assumption: employee only about $432,625 at 4% or $288,417 at 6%; with 50% employer match about $288,417 at 4% or $192,278 at 6%; with 100% employer match about $216,313 at 4% or $144,208 at 6%. |
| 2017 | 1 | 8 | $471,850 | $113,549 | $14,194iApproximate average salary by contribution assumption: employee only about $354,841 at 4% or $236,560 at 6%; with 50% employer match about $236,560 at 4% or $157,707 at 6%; with 100% employer match about $177,420 at 4% or $118,280 at 6%. |
| Alonso & Associates Inc. 401(K) Plan | - | 8 | $471,850 | $113,549 | $14,194iApproximate average salary by contribution assumption: employee only about $354,841 at 4% or $236,560 at 6%; with 50% employer match about $236,560 at 4% or $157,707 at 6%; with 100% employer match about $177,420 at 4% or $118,280 at 6%. |
| 2016 | 1 | 7 | $321,454 | $180,993 | $25,856iApproximate average salary by contribution assumption: employee only about $646,404 at 4% or $430,936 at 6%; with 50% employer match about $430,936 at 4% or $287,290 at 6%; with 100% employer match about $323,202 at 4% or $215,468 at 6%. |
| Alonso & Associates Inc. 401(K) Plan | - | 7 | $321,454 | $180,993 | $25,856iApproximate average salary by contribution assumption: employee only about $646,404 at 4% or $430,936 at 6%; with 50% employer match about $430,936 at 4% or $287,290 at 6%; with 100% employer match about $323,202 at 4% or $215,468 at 6%. |
| 2015 | 1 | 5 | $135,893 | $135,893 | $27,179iApproximate average salary by contribution assumption: employee only about $679,465 at 4% or $452,977 at 6%; with 50% employer match about $452,977 at 4% or $301,984 at 6%; with 100% employer match about $339,733 at 4% or $226,488 at 6%. |
| Alonso & Associates Inc. 401(K) Plan | - | 5 | $135,893 | $135,893 | $27,179iApproximate average salary by contribution assumption: employee only about $679,465 at 4% or $452,977 at 6%; with 50% employer match about $452,977 at 4% or $301,984 at 6%; with 100% employer match about $339,733 at 4% or $226,488 at 6%. |