Civic Intelligence

Allied Professionals Insurance Svc.

Plan context: Allied Professionals Insurance Svc 401(K) Profit Sharing Plan

EIN 73-1648672 • Orange, CA • 25 filings • 8 plans

1100 W Town And Country Rd Ste 1400Orange, CA 92868-4655
Current Snapshot

Latest Year

2024

2024 Participants

82

2024 Assets

$25,145,861

2024 Contributions

$1,574,285

Historical Graphs

Total Assets Over Time

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

$25,145,861$12,572,931$0201220182024YearValue
$25,145,861Latest year 2024

Participants Over Time

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

93470201220182024YearValue
82Latest 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
2024282$25,145,861$1,574,285$19,199iApproximate average salary by contribution assumption: employee only about $479,965 at 4% or $319,977 at 6%; with 50% employer match about $319,977 at 4% or $213,318 at 6%; with 100% employer match about $239,982 at 4% or $159,988 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-82$15,705,557$1,262,785$15,400iApproximate average salary by contribution assumption: employee only about $384,995 at 4% or $256,664 at 6%; with 50% employer match about $256,664 at 4% or $171,109 at 6%; with 100% employer match about $192,498 at 4% or $128,332 at 6%.
ALLIED PROFESSIONALS' INSURANCE SERVICES CASH BALANCE DEFINED BENEFIT PENSION PLAN-53$9,440,304$311,500$5,877iApproximate average salary by contribution assumption: employee only about $146,934 at 4% or $97,956 at 6%; with 50% employer match about $97,956 at 4% or $65,304 at 6%; with 100% employer match about $73,467 at 4% or $48,978 at 6%.
2023287$21,629,524$2,294,572$26,374iApproximate average salary by contribution assumption: employee only about $659,360 at 4% or $439,573 at 6%; with 50% employer match about $439,573 at 4% or $293,049 at 6%; with 100% employer match about $329,680 at 4% or $219,787 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-87$13,097,605$1,170,570$13,455iApproximate average salary by contribution assumption: employee only about $336,371 at 4% or $224,247 at 6%; with 50% employer match about $224,247 at 4% or $149,498 at 6%; with 100% employer match about $168,185 at 4% or $112,124 at 6%.
ALLIED PROFESSIONALS INS. SVC. CASH BALANCE DEFINED BENEFIT PENSION PLAN-54$8,531,919$1,124,002$20,815iApproximate average salary by contribution assumption: employee only about $520,371 at 4% or $346,914 at 6%; with 50% employer match about $346,914 at 4% or $231,276 at 6%; with 100% employer match about $260,186 at 4% or $173,457 at 6%.
2022285$17,959,389$1,861,624$21,901iApproximate average salary by contribution assumption: employee only about $547,536 at 4% or $365,024 at 6%; with 50% employer match about $365,024 at 4% or $243,350 at 6%; with 100% employer match about $273,768 at 4% or $182,512 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-85$10,743,949$1,114,721$13,114iApproximate average salary by contribution assumption: employee only about $327,859 at 4% or $218,573 at 6%; with 50% employer match about $218,573 at 4% or $145,715 at 6%; with 100% employer match about $163,930 at 4% or $109,286 at 6%.
ALLIED PROFESSIONALS INC. SVC. CASH BALANCE DEFINED BENEFIT PENSION PLAN-71$7,215,440$746,903$10,520iApproximate average salary by contribution assumption: employee only about $262,994 at 4% or $175,329 at 6%; with 50% employer match about $175,329 at 4% or $116,886 at 6%; with 100% employer match about $131,497 at 4% or $87,665 at 6%.
2021289$18,605,148$1,752,825$19,695iApproximate average salary by contribution assumption: employee only about $492,367 at 4% or $328,244 at 6%; with 50% employer match about $328,244 at 4% or $218,830 at 6%; with 100% employer match about $246,183 at 4% or $164,122 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-89$11,477,978$1,067,174$11,991iApproximate average salary by contribution assumption: employee only about $299,768 at 4% or $199,845 at 6%; with 50% employer match about $199,845 at 4% or $133,230 at 6%; with 100% employer match about $149,884 at 4% or $99,923 at 6%.
ALLIED PROFESSIONALS INC. SVC. CASH BALANCE DEFINED BENEFIT PENSION PLAN-77$7,127,170$685,651$8,905iApproximate average salary by contribution assumption: employee only about $222,614 at 4% or $148,409 at 6%; with 50% employer match about $148,409 at 4% or $98,940 at 6%; with 100% employer match about $111,307 at 4% or $74,205 at 6%.
2020293$16,141,416$1,732,025$18,624iApproximate average salary by contribution assumption: employee only about $465,598 at 4% or $310,399 at 6%; with 50% employer match about $310,399 at 4% or $206,932 at 6%; with 100% employer match about $232,799 at 4% or $155,199 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-93$9,947,685$1,025,581$11,028iApproximate average salary by contribution assumption: employee only about $275,694 at 4% or $183,796 at 6%; with 50% employer match about $183,796 at 4% or $122,531 at 6%; with 100% employer match about $137,847 at 4% or $91,898 at 6%.
ALLIED PROFESSIONALS INC. SVC. CASH BALANCE DEFINED BENEFIT PENSION PLAN-79$6,193,731$706,444$8,942iApproximate average salary by contribution assumption: employee only about $223,558 at 4% or $149,039 at 6%; with 50% employer match about $149,039 at 4% or $99,359 at 6%; with 100% employer match about $111,779 at 4% or $74,519 at 6%.
2019287$13,278,580$1,480,167$17,013iApproximate average salary by contribution assumption: employee only about $425,335 at 4% or $283,557 at 6%; with 50% employer match about $283,557 at 4% or $189,038 at 6%; with 100% employer match about $212,668 at 4% or $141,778 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-87$7,962,562$962,761$11,066iApproximate average salary by contribution assumption: employee only about $276,655 at 4% or $184,437 at 6%; with 50% employer match about $184,437 at 4% or $122,958 at 6%; with 100% employer match about $138,328 at 4% or $92,218 at 6%.
ALLIED PROFESSIONALS INC. SVC. CASH BALANCE DEFINED BENEFIT PENSION PLAN-83$5,316,018$517,406$6,234iApproximate average salary by contribution assumption: employee only about $155,845 at 4% or $103,897 at 6%; with 50% employer match about $103,897 at 4% or $69,265 at 6%; with 100% employer match about $77,923 at 4% or $51,948 at 6%.
2018286$10,760,542$1,664,492$19,355iApproximate average salary by contribution assumption: employee only about $483,864 at 4% or $322,576 at 6%; with 50% employer match about $322,576 at 4% or $215,051 at 6%; with 100% employer match about $241,932 at 4% or $161,288 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-86$6,421,629$684,232$7,956iApproximate average salary by contribution assumption: employee only about $198,905 at 4% or $132,603 at 6%; with 50% employer match about $132,603 at 4% or $88,402 at 6%; with 100% employer match about $99,452 at 4% or $66,302 at 6%.
ALLIED PROFESSIONALS INC. SVC. CASH BALANCE DEFINED BENEFIT PENSION PLAN-59$4,338,913$980,260$16,615iApproximate average salary by contribution assumption: employee only about $415,364 at 4% or $276,910 at 6%; with 50% employer match about $276,910 at 4% or $184,606 at 6%; with 100% employer match about $207,682 at 4% or $138,455 at 6%.
2017284$9,747,486$1,213,178$14,443iApproximate average salary by contribution assumption: employee only about $361,065 at 4% or $240,710 at 6%; with 50% employer match about $240,710 at 4% or $160,473 at 6%; with 100% employer match about $180,532 at 4% or $120,355 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-84$6,212,460$670,878$7,987iApproximate average salary by contribution assumption: employee only about $199,666 at 4% or $133,111 at 6%; with 50% employer match about $133,111 at 4% or $88,740 at 6%; with 100% employer match about $99,833 at 4% or $66,555 at 6%.
ALLIED PROFESSIONALS INS. SVC. CASH BALANCE DEFINED BENEFIT PENSION PLAN-59$3,535,026$542,300$9,192iApproximate average salary by contribution assumption: employee only about $229,788 at 4% or $153,192 at 6%; with 50% employer match about $153,192 at 4% or $102,128 at 6%; with 100% employer match about $114,894 at 4% or $76,596 at 6%.
2016279$7,821,559$1,202,525$15,222iApproximate average salary by contribution assumption: employee only about $380,546 at 4% or $253,697 at 6%; with 50% employer match about $253,697 at 4% or $169,132 at 6%; with 100% employer match about $190,273 at 4% or $126,849 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-79$4,991,769$674,325$8,536iApproximate average salary by contribution assumption: employee only about $213,394 at 4% or $142,263 at 6%; with 50% employer match about $142,263 at 4% or $94,842 at 6%; with 100% employer match about $106,697 at 4% or $71,131 at 6%.
ALLIED PROFESSIONALS INS. SVC. CASH BALANCE DEFINED BENEFIT PENSION PLAN-55$2,829,790$528,200$9,604iApproximate average salary by contribution assumption: employee only about $240,091 at 4% or $160,061 at 6%; with 50% employer match about $160,061 at 4% or $106,707 at 6%; with 100% employer match about $120,045 at 4% or $80,030 at 6%.
2015262$6,301,562$1,411,976$22,774iApproximate average salary by contribution assumption: employee only about $569,345 at 4% or $379,563 at 6%; with 50% employer match about $379,563 at 4% or $253,042 at 6%; with 100% employer match about $284,673 at 4% or $189,782 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-62$4,078,994$578,876$9,337iApproximate average salary by contribution assumption: employee only about $233,418 at 4% or $155,612 at 6%; with 50% employer match about $155,612 at 4% or $103,741 at 6%; with 100% employer match about $116,709 at 4% or $77,806 at 6%.
ALLIED PROFESSIONALS INS. SVC. CASH BALANCE DEFINED BENEFIT PENSION PLAN-50$2,222,568$833,100$16,662iApproximate average salary by contribution assumption: employee only about $416,550 at 4% or $277,700 at 6%; with 50% employer match about $277,700 at 4% or $185,133 at 6%; with 100% employer match about $208,275 at 4% or $138,850 at 6%.
2014251$4,979,385$1,266,503$24,833iApproximate average salary by contribution assumption: employee only about $620,835 at 4% or $413,890 at 6%; with 50% employer match about $413,890 at 4% or $275,927 at 6%; with 100% employer match about $310,417 at 4% or $206,945 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-51$3,573,962$545,709$10,700iApproximate average salary by contribution assumption: employee only about $267,504 at 4% or $178,336 at 6%; with 50% employer match about $178,336 at 4% or $118,891 at 6%; with 100% employer match about $133,752 at 4% or $89,168 at 6%.
ALLIED PROFESSIONALS INS. SVC. CASH BALANCE DEFINED BENEFIT PENSION PLAN-43$1,405,423$720,794$16,763iApproximate average salary by contribution assumption: employee only about $419,066 at 4% or $279,378 at 6%; with 50% employer match about $279,378 at 4% or $186,252 at 6%; with 100% employer match about $209,533 at 4% or $139,689 at 6%.
2013246$4,035,099$1,342,508$29,185iApproximate average salary by contribution assumption: employee only about $729,624 at 4% or $486,416 at 6%; with 50% employer match about $486,416 at 4% or $324,277 at 6%; with 100% employer match about $364,812 at 4% or $243,208 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-46$3,346,464$653,873$14,215iApproximate average salary by contribution assumption: employee only about $355,366 at 4% or $236,911 at 6%; with 50% employer match about $236,911 at 4% or $157,940 at 6%; with 100% employer match about $177,683 at 4% or $118,455 at 6%.
ALLIED PROFESSIONALS' INSURANCE SERVICES CASH BAL. DEFINED BENEFIT PENSION PLAN-38$688,635$688,635$18,122iApproximate average salary by contribution assumption: employee only about $453,049 at 4% or $302,033 at 6%; with 50% employer match about $302,033 at 4% or $201,355 at 6%; with 100% employer match about $226,525 at 4% or $151,016 at 6%.
2012135$2,403,759$401,205$11,463iApproximate average salary by contribution assumption: employee only about $286,575 at 4% or $191,050 at 6%; with 50% employer match about $191,050 at 4% or $127,367 at 6%; with 100% employer match about $143,288 at 4% or $95,525 at 6%.
Allied Professionals Insurance Svc 401(K) Profit Sharing Plan-35$2,403,759$401,205$11,463iApproximate average salary by contribution assumption: employee only about $286,575 at 4% or $191,050 at 6%; with 50% employer match about $191,050 at 4% or $127,367 at 6%; with 100% employer match about $143,288 at 4% or $95,525 at 6%.