Civic Intelligence

Pallone Financial Services Inc.

Plan context: Pallone Financial Services Inc. 401(K) Profit Sharing Plan

EIN 71-0807383 • Heber Springs, AR • 11 filings • 2 plans

PO Box 1089Heber Springs, AR 72543
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$856,015

2024 Contributions

$76,500

Historical Graphs

Total Assets Over Time

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

$856,015$428,008$0201420192024YearValue
$856,015Latest year 2024

Participants Over Time

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

110201420192024YearValue
1Latest year 2024

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
202411$856,015$76,500$76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%.
Pallone Financial Services Inc. 401(K) Profit Sharing Plan-1$856,015$76,500$76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%.
202311$666,841$73,420$73,420iApproximate average salary by contribution assumption: employee only about $1,835,500 at 4% or $1,223,667 at 6%; with 50% employer match about $1,223,667 at 4% or $815,778 at 6%; with 100% employer match about $917,750 at 4% or $611,833 at 6%.
Pallone Financial Services Inc. 401(K) Profit Sharing Plan-1$666,841$73,420$73,420iApproximate average salary by contribution assumption: employee only about $1,835,500 at 4% or $1,223,667 at 6%; with 50% employer match about $1,223,667 at 4% or $815,778 at 6%; with 100% employer match about $917,750 at 4% or $611,833 at 6%.
202211$528,184$67,500$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
Pallone Financial Services Inc. 401(K) Profit Sharing Plan-1$528,184$67,500$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
202111$519,853$64,500$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
Pallone Financial Services Inc. 401(K) Profit Sharing Plan-1$519,853$64,500$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
202011$383,634$60,590$60,590iApproximate average salary by contribution assumption: employee only about $1,514,750 at 4% or $1,009,833 at 6%; with 50% employer match about $1,009,833 at 4% or $673,222 at 6%; with 100% employer match about $757,375 at 4% or $504,917 at 6%.
Pallone Financial Services Inc. 401(K) Profit Sharing Plan-1$383,634$60,590$60,590iApproximate average salary by contribution assumption: employee only about $1,514,750 at 4% or $1,009,833 at 6%; with 50% employer match about $1,009,833 at 4% or $673,222 at 6%; with 100% employer match about $757,375 at 4% or $504,917 at 6%.
201911$319,598$58,463$58,463iApproximate average salary by contribution assumption: employee only about $1,461,575 at 4% or $974,383 at 6%; with 50% employer match about $974,383 at 4% or $649,589 at 6%; with 100% employer match about $730,788 at 4% or $487,192 at 6%.
Pallone Financial Services Inc. 401(K) Profit Sharing Plan-1$319,598$58,463$58,463iApproximate average salary by contribution assumption: employee only about $1,461,575 at 4% or $974,383 at 6%; with 50% employer match about $974,383 at 4% or $649,589 at 6%; with 100% employer match about $730,788 at 4% or $487,192 at 6%.
201811$244,580$55,331$55,331iApproximate average salary by contribution assumption: employee only about $1,383,275 at 4% or $922,183 at 6%; with 50% employer match about $922,183 at 4% or $614,789 at 6%; with 100% employer match about $691,638 at 4% or $461,092 at 6%.
Pallone Financial Services Inc. 401(K) Profit Sharing Plan-1$244,580$55,331$55,331iApproximate average salary by contribution assumption: employee only about $1,383,275 at 4% or $922,183 at 6%; with 50% employer match about $922,183 at 4% or $614,789 at 6%; with 100% employer match about $691,638 at 4% or $461,092 at 6%.
201711$216,953$56,154$56,154iApproximate average salary by contribution assumption: employee only about $1,403,850 at 4% or $935,900 at 6%; with 50% employer match about $935,900 at 4% or $623,933 at 6%; with 100% employer match about $701,925 at 4% or $467,950 at 6%.
Pallone Financial Services Inc. 401(K) Profit Sharing Plan-1$216,953$56,154$56,154iApproximate average salary by contribution assumption: employee only about $1,403,850 at 4% or $935,900 at 6%; with 50% employer match about $935,900 at 4% or $623,933 at 6%; with 100% employer match about $701,925 at 4% or $467,950 at 6%.
201611$142,995$48,079$48,079iApproximate average salary by contribution assumption: employee only about $1,201,975 at 4% or $801,317 at 6%; with 50% employer match about $801,317 at 4% or $534,211 at 6%; with 100% employer match about $600,988 at 4% or $400,658 at 6%.
Pallone Financial Services Inc. 401(K) Profit Sharing Plan-1$142,995$48,079$48,079iApproximate average salary by contribution assumption: employee only about $1,201,975 at 4% or $801,317 at 6%; with 50% employer match about $801,317 at 4% or $534,211 at 6%; with 100% employer match about $600,988 at 4% or $400,658 at 6%.
201511$87,261$46,199$46,199iApproximate average salary by contribution assumption: employee only about $1,154,975 at 4% or $769,983 at 6%; with 50% employer match about $769,983 at 4% or $513,322 at 6%; with 100% employer match about $577,488 at 4% or $384,992 at 6%.
Pallone Financial Services Inc. 401(K) Profit Sharing Plan-1$87,261$46,199$46,199iApproximate average salary by contribution assumption: employee only about $1,154,975 at 4% or $769,983 at 6%; with 50% employer match about $769,983 at 4% or $513,322 at 6%; with 100% employer match about $577,488 at 4% or $384,992 at 6%.
201411$42,828$42,828$42,828iApproximate average salary by contribution assumption: employee only about $1,070,700 at 4% or $713,800 at 6%; with 50% employer match about $713,800 at 4% or $475,867 at 6%; with 100% employer match about $535,350 at 4% or $356,900 at 6%.
Pallone Financial Services Inc. 401(K) Profit Sharing Plan-1$42,828$42,828$42,828iApproximate average salary by contribution assumption: employee only about $1,070,700 at 4% or $713,800 at 6%; with 50% employer match about $713,800 at 4% or $475,867 at 6%; with 100% employer match about $535,350 at 4% or $356,900 at 6%.