Allard Financial Services Inc.
Plan context: Allard Financial Services Inc. Profit Sharing Plan
EIN 68-0038440 • 14 filings • 3 plans
Current Snapshot
Latest Year
2008
2008 Participants
2
2008 Assets
$478,203
2008 Contributions
$39,553
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Allard Financial Services Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Allard Financial Services Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $0 | $0 | - |
| Allard Financial Services Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2005 | 1 | 2 | $0 | $0 | - |
| Allard Financial Services Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2004 | 1 | 3 | $478,203 | $39,553 | $13,184iApproximate average salary by contribution assumption: employee only about $329,608 at 4% or $219,739 at 6%; with 50% employer match about $219,739 at 4% or $146,493 at 6%; with 100% employer match about $164,804 at 4% or $109,869 at 6%. |
| Allard Financial Services Inc. Profit Sharing Plan | - | 3 | $478,203 | $39,553 | $13,184iApproximate average salary by contribution assumption: employee only about $329,608 at 4% or $219,739 at 6%; with 50% employer match about $219,739 at 4% or $146,493 at 6%; with 100% employer match about $164,804 at 4% or $109,869 at 6%. |
| 2003 | 1 | 2 | $0 | $0 | - |
| Allard Financial Services Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2002 | 2 | 2 | $0 | $0 | - |
| Allard Financial Services Inc. Profit Sharing Plan | - | 2 | - | - | - |
| Allard Financial Services Inc. Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Allard Financial Services Inc. Profit Sharing Plan | - | 3 | - | - | - |
| Allard Financial Services Inc. Money Purchase Plan | - | 3 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| Allard Financial Services Inc. Money Purchase Plan | - | 2 | - | - | - |
| Allard Financial Services Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 2 | 2 | $562,477 | $41,875 | $20,938iApproximate average salary by contribution assumption: employee only about $523,438 at 4% or $348,958 at 6%; with 50% employer match about $348,958 at 4% or $232,639 at 6%; with 100% employer match about $261,719 at 4% or $174,479 at 6%. |
| Allard Financial Services Inc. Profit Sharing Plan | - | 2 | $541,727 | $21,125 | $10,563iApproximate average salary by contribution assumption: employee only about $264,063 at 4% or $176,042 at 6%; with 50% employer match about $176,042 at 4% or $117,361 at 6%; with 100% employer match about $132,031 at 4% or $88,021 at 6%. |
| Allard Financial Services Inc. Money Purchase Plan | - | 2 | $20,750 | $20,750 | $10,375iApproximate average salary by contribution assumption: employee only about $259,375 at 4% or $172,917 at 6%; with 50% employer match about $172,917 at 4% or $115,278 at 6%; with 100% employer match about $129,688 at 4% or $86,458 at 6%. |