JW ALLEN & CO, INC.
Plan context: J.W. Allen & Co. Inc. 401(K) P/S Plan
EIN 72-0502981 • Saint Rose, LA • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$1,225,920
2024 Contributions
$37,790
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 | 17 | $1,225,920 | $37,790 | $2,223iApproximate average salary by contribution assumption: employee only about $55,574 at 4% or $37,049 at 6%; with 50% employer match about $37,049 at 4% or $24,699 at 6%; with 100% employer match about $27,787 at 4% or $18,525 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 17 | $1,225,920 | $37,790 | $2,223iApproximate average salary by contribution assumption: employee only about $55,574 at 4% or $37,049 at 6%; with 50% employer match about $37,049 at 4% or $24,699 at 6%; with 100% employer match about $27,787 at 4% or $18,525 at 6%. |
| 2021 | 1 | 19 | $1,658,395 | $33,791 | $1,778iApproximate average salary by contribution assumption: employee only about $44,462 at 4% or $29,641 at 6%; with 50% employer match about $29,641 at 4% or $19,761 at 6%; with 100% employer match about $22,231 at 4% or $14,821 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 19 | $1,658,395 | $33,791 | $1,778iApproximate average salary by contribution assumption: employee only about $44,462 at 4% or $29,641 at 6%; with 50% employer match about $29,641 at 4% or $19,761 at 6%; with 100% employer match about $22,231 at 4% or $14,821 at 6%. |
| 2020 | 1 | 17 | $1,619,529 | $35,442 | $2,085iApproximate average salary by contribution assumption: employee only about $52,121 at 4% or $34,747 at 6%; with 50% employer match about $34,747 at 4% or $23,165 at 6%; with 100% employer match about $26,060 at 4% or $17,374 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 17 | $1,619,529 | $35,442 | $2,085iApproximate average salary by contribution assumption: employee only about $52,121 at 4% or $34,747 at 6%; with 50% employer match about $34,747 at 4% or $23,165 at 6%; with 100% employer match about $26,060 at 4% or $17,374 at 6%. |
| 2019 | 1 | 18 | $1,388,910 | $26,581 | $1,477iApproximate average salary by contribution assumption: employee only about $36,918 at 4% or $24,612 at 6%; with 50% employer match about $24,612 at 4% or $16,408 at 6%; with 100% employer match about $18,459 at 4% or $12,306 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 18 | $1,388,910 | $26,581 | $1,477iApproximate average salary by contribution assumption: employee only about $36,918 at 4% or $24,612 at 6%; with 50% employer match about $24,612 at 4% or $16,408 at 6%; with 100% employer match about $18,459 at 4% or $12,306 at 6%. |
| 2018 | 1 | 21 | $1,156,568 | $17,293 | $823iApproximate average salary by contribution assumption: employee only about $20,587 at 4% or $13,725 at 6%; with 50% employer match about $13,725 at 4% or $9,150 at 6%; with 100% employer match about $10,293 at 4% or $6,862 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 21 | $1,156,568 | $17,293 | $823iApproximate average salary by contribution assumption: employee only about $20,587 at 4% or $13,725 at 6%; with 50% employer match about $13,725 at 4% or $9,150 at 6%; with 100% employer match about $10,293 at 4% or $6,862 at 6%. |
| 2017 | 1 | 21 | $1,378,139 | $23,739 | $1,130iApproximate average salary by contribution assumption: employee only about $28,261 at 4% or $18,840 at 6%; with 50% employer match about $18,840 at 4% or $12,560 at 6%; with 100% employer match about $14,130 at 4% or $9,420 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 21 | $1,378,139 | $23,739 | $1,130iApproximate average salary by contribution assumption: employee only about $28,261 at 4% or $18,840 at 6%; with 50% employer match about $18,840 at 4% or $12,560 at 6%; with 100% employer match about $14,130 at 4% or $9,420 at 6%. |
| 2016 | 1 | 22 | $1,200,845 | $21,870 | $994iApproximate average salary by contribution assumption: employee only about $24,852 at 4% or $16,568 at 6%; with 50% employer match about $16,568 at 4% or $11,045 at 6%; with 100% employer match about $12,426 at 4% or $8,284 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 22 | $1,200,845 | $21,870 | $994iApproximate average salary by contribution assumption: employee only about $24,852 at 4% or $16,568 at 6%; with 50% employer match about $16,568 at 4% or $11,045 at 6%; with 100% employer match about $12,426 at 4% or $8,284 at 6%. |
| 2015 | 1 | 21 | $1,151,777 | $160,013 | $7,620iApproximate average salary by contribution assumption: employee only about $190,492 at 4% or $126,994 at 6%; with 50% employer match about $126,994 at 4% or $84,663 at 6%; with 100% employer match about $95,246 at 4% or $63,497 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 21 | $1,151,777 | $160,013 | $7,620iApproximate average salary by contribution assumption: employee only about $190,492 at 4% or $126,994 at 6%; with 50% employer match about $126,994 at 4% or $84,663 at 6%; with 100% employer match about $95,246 at 4% or $63,497 at 6%. |
| 2014 | 1 | 20 | $1,081,025 | $14,863 | $743iApproximate average salary by contribution assumption: employee only about $18,579 at 4% or $12,386 at 6%; with 50% employer match about $12,386 at 4% or $8,257 at 6%; with 100% employer match about $9,289 at 4% or $6,193 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 20 | $1,081,025 | $14,863 | $743iApproximate average salary by contribution assumption: employee only about $18,579 at 4% or $12,386 at 6%; with 50% employer match about $12,386 at 4% or $8,257 at 6%; with 100% employer match about $9,289 at 4% or $6,193 at 6%. |
| 2013 | 1 | 20 | $1,045,136 | $9,100 | $455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 20 | $1,045,136 | $9,100 | $455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%. |
| 2012 | 1 | 21 | $924,500 | $26,458 | $1,260iApproximate average salary by contribution assumption: employee only about $31,498 at 4% or $20,998 at 6%; with 50% employer match about $20,998 at 4% or $13,999 at 6%; with 100% employer match about $15,749 at 4% or $10,499 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 21 | $924,500 | $26,458 | $1,260iApproximate average salary by contribution assumption: employee only about $31,498 at 4% or $20,998 at 6%; with 50% employer match about $20,998 at 4% or $13,999 at 6%; with 100% employer match about $15,749 at 4% or $10,499 at 6%. |
| 2011 | 1 | 17 | $819,894 | $82,409 | $4,848iApproximate average salary by contribution assumption: employee only about $121,190 at 4% or $80,793 at 6%; with 50% employer match about $80,793 at 4% or $53,862 at 6%; with 100% employer match about $60,595 at 4% or $40,397 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 17 | $819,894 | $82,409 | $4,848iApproximate average salary by contribution assumption: employee only about $121,190 at 4% or $80,793 at 6%; with 50% employer match about $80,793 at 4% or $53,862 at 6%; with 100% employer match about $60,595 at 4% or $40,397 at 6%. |
| 2010 | 1 | 18 | $830,538 | $1,950 | $108iApproximate average salary by contribution assumption: employee only about $2,708 at 4% or $1,806 at 6%; with 50% employer match about $1,806 at 4% or $1,204 at 6%; with 100% employer match about $1,354 at 4% or $903 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 18 | $830,538 | $1,950 | $108iApproximate average salary by contribution assumption: employee only about $2,708 at 4% or $1,806 at 6%; with 50% employer match about $1,806 at 4% or $1,204 at 6%; with 100% employer match about $1,354 at 4% or $903 at 6%. |
| 2009 | 1 | 20 | $775,508 | $87,641 | $4,382iApproximate average salary by contribution assumption: employee only about $109,551 at 4% or $73,034 at 6%; with 50% employer match about $73,034 at 4% or $48,689 at 6%; with 100% employer match about $54,776 at 4% or $36,517 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 20 | $775,508 | $87,641 | $4,382iApproximate average salary by contribution assumption: employee only about $109,551 at 4% or $73,034 at 6%; with 50% employer match about $73,034 at 4% or $48,689 at 6%; with 100% employer match about $54,776 at 4% or $36,517 at 6%. |
| 2008 | 1 | 15 | $0 | $0 | - |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 15 | - | - | - |
| 2007 | 1 | 13 | $0 | $0 | - |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 13 | - | - | - |
| 2006 | 1 | 13 | $751,048 | $92,133 | $7,087iApproximate average salary by contribution assumption: employee only about $177,179 at 4% or $118,119 at 6%; with 50% employer match about $118,119 at 4% or $78,746 at 6%; with 100% employer match about $88,589 at 4% or $59,060 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 13 | $751,048 | $92,133 | $7,087iApproximate average salary by contribution assumption: employee only about $177,179 at 4% or $118,119 at 6%; with 50% employer match about $118,119 at 4% or $78,746 at 6%; with 100% employer match about $88,589 at 4% or $59,060 at 6%. |
| 2005 | 1 | 14 | $634,916 | $66,835 | $4,774iApproximate average salary by contribution assumption: employee only about $119,348 at 4% or $79,565 at 6%; with 50% employer match about $79,565 at 4% or $53,044 at 6%; with 100% employer match about $59,674 at 4% or $39,783 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 14 | $634,916 | $66,835 | $4,774iApproximate average salary by contribution assumption: employee only about $119,348 at 4% or $79,565 at 6%; with 50% employer match about $79,565 at 4% or $53,044 at 6%; with 100% employer match about $59,674 at 4% or $39,783 at 6%. |
| 2004 | 1 | 18 | $595,418 | $59,085 | $3,283iApproximate average salary by contribution assumption: employee only about $82,063 at 4% or $54,708 at 6%; with 50% employer match about $54,708 at 4% or $36,472 at 6%; with 100% employer match about $41,031 at 4% or $27,354 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 18 | $595,418 | $59,085 | $3,283iApproximate average salary by contribution assumption: employee only about $82,063 at 4% or $54,708 at 6%; with 50% employer match about $54,708 at 4% or $36,472 at 6%; with 100% employer match about $41,031 at 4% or $27,354 at 6%. |
| 2003 | 1 | 18 | $488,380 | $39,871 | $2,215iApproximate average salary by contribution assumption: employee only about $55,376 at 4% or $36,918 at 6%; with 50% employer match about $36,918 at 4% or $24,612 at 6%; with 100% employer match about $27,688 at 4% or $18,459 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 18 | $488,380 | $39,871 | $2,215iApproximate average salary by contribution assumption: employee only about $55,376 at 4% or $36,918 at 6%; with 50% employer match about $36,918 at 4% or $24,612 at 6%; with 100% employer match about $27,688 at 4% or $18,459 at 6%. |
| 2002 | 1 | 18 | $0 | $0 | - |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 18 | - | - | - |
| 2001 | 2 | 17 | $422,800 | $39,066 | $2,298iApproximate average salary by contribution assumption: employee only about $57,450 at 4% or $38,300 at 6%; with 50% employer match about $38,300 at 4% or $25,533 at 6%; with 100% employer match about $28,725 at 4% or $19,150 at 6%. |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 0 | $422,800 | - | - |
| J.W. ALLEN & CO., INC. MONEY PURCHASE PLAN AND TRUST | - | 17 | - | $39,066 | $2,298iApproximate average salary by contribution assumption: employee only about $57,450 at 4% or $38,300 at 6%; with 50% employer match about $38,300 at 4% or $25,533 at 6%; with 100% employer match about $28,725 at 4% or $19,150 at 6%. |
| 2000 | 3 | 18 | $171,444 | $0 | - |
| J.W. Allen & Co. Inc. 401(K) P/S Plan | - | 18 | $171,444 | - | - |
| JW ALLEN & CO, INC. MONEY PURCHASE PLAN AND TRUST | - | 0 | - | - | - |
| J.W. ALLEN & CO, INC. MONEY PURCHASE PLAN AND TRUST | - | 18 | - | - | - |