Allen & Allen Company
Plan context: Allen & Allen Company 401-K Plan
EIN 74-1782480 • San Antonio, TX • 28 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
52
2024 Assets
$2,274,550
2024 Contributions
$259,792
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 | 52 | $2,274,550 | $259,792 | $4,996iApproximate average salary by contribution assumption: employee only about $124,900 at 4% or $83,267 at 6%; with 50% employer match about $83,267 at 4% or $55,511 at 6%; with 100% employer match about $62,450 at 4% or $41,633 at 6%. |
| Allen & Allen Company 401-K Plan | - | 52 | $2,274,550 | $259,792 | $4,996iApproximate average salary by contribution assumption: employee only about $124,900 at 4% or $83,267 at 6%; with 50% employer match about $83,267 at 4% or $55,511 at 6%; with 100% employer match about $62,450 at 4% or $41,633 at 6%. |
| 2023 | 1 | 59 | $2,186,542 | $337,735 | $5,724iApproximate average salary by contribution assumption: employee only about $143,108 at 4% or $95,405 at 6%; with 50% employer match about $95,405 at 4% or $63,604 at 6%; with 100% employer match about $71,554 at 4% or $47,703 at 6%. |
| Allen & Allen Company 401-K Plan | - | 59 | $2,186,542 | $337,735 | $5,724iApproximate average salary by contribution assumption: employee only about $143,108 at 4% or $95,405 at 6%; with 50% employer match about $95,405 at 4% or $63,604 at 6%; with 100% employer match about $71,554 at 4% or $47,703 at 6%. |
| 2022 | 1 | 90 | $2,436,378 | $236,540 | $2,628iApproximate average salary by contribution assumption: employee only about $65,706 at 4% or $43,804 at 6%; with 50% employer match about $43,804 at 4% or $29,202 at 6%; with 100% employer match about $32,853 at 4% or $21,902 at 6%. |
| Allen & Allen Company 401-K Plan | - | 90 | $2,436,378 | $236,540 | $2,628iApproximate average salary by contribution assumption: employee only about $65,706 at 4% or $43,804 at 6%; with 50% employer match about $43,804 at 4% or $29,202 at 6%; with 100% employer match about $32,853 at 4% or $21,902 at 6%. |
| 2021 | 1 | 82 | $3,385,008 | $130,111 | $1,587iApproximate average salary by contribution assumption: employee only about $39,668 at 4% or $26,445 at 6%; with 50% employer match about $26,445 at 4% or $17,630 at 6%; with 100% employer match about $19,834 at 4% or $13,223 at 6%. |
| Allen & Allen Company 401-K Plan | - | 82 | $3,385,008 | $130,111 | $1,587iApproximate average salary by contribution assumption: employee only about $39,668 at 4% or $26,445 at 6%; with 50% employer match about $26,445 at 4% or $17,630 at 6%; with 100% employer match about $19,834 at 4% or $13,223 at 6%. |
| 2020 | 1 | 65 | $4,604,960 | $139,105 | $2,140iApproximate average salary by contribution assumption: employee only about $53,502 at 4% or $35,668 at 6%; with 50% employer match about $35,668 at 4% or $23,779 at 6%; with 100% employer match about $26,751 at 4% or $17,834 at 6%. |
| Allen & Allen Company 401-K Plan | - | 65 | $4,604,960 | $139,105 | $2,140iApproximate average salary by contribution assumption: employee only about $53,502 at 4% or $35,668 at 6%; with 50% employer match about $35,668 at 4% or $23,779 at 6%; with 100% employer match about $26,751 at 4% or $17,834 at 6%. |
| 2019 | 1 | 65 | $4,499,176 | $150,078 | $2,309iApproximate average salary by contribution assumption: employee only about $57,722 at 4% or $38,482 at 6%; with 50% employer match about $38,482 at 4% or $25,654 at 6%; with 100% employer match about $28,861 at 4% or $19,241 at 6%. |
| Allen & Allen Company 401-K Plan | - | 65 | $4,499,176 | $150,078 | $2,309iApproximate average salary by contribution assumption: employee only about $57,722 at 4% or $38,482 at 6%; with 50% employer match about $38,482 at 4% or $25,654 at 6%; with 100% employer match about $28,861 at 4% or $19,241 at 6%. |
| 2018 | 1 | 69 | $3,633,540 | $151,907 | $2,202iApproximate average salary by contribution assumption: employee only about $55,039 at 4% or $36,693 at 6%; with 50% employer match about $36,693 at 4% or $24,462 at 6%; with 100% employer match about $27,519 at 4% or $18,346 at 6%. |
| Allen & Allen Company 401-K Plan | - | 69 | $3,633,540 | $151,907 | $2,202iApproximate average salary by contribution assumption: employee only about $55,039 at 4% or $36,693 at 6%; with 50% employer match about $36,693 at 4% or $24,462 at 6%; with 100% employer match about $27,519 at 4% or $18,346 at 6%. |
| 2017 | 1 | 68 | $4,063,908 | $124,550 | $1,832iApproximate average salary by contribution assumption: employee only about $45,790 at 4% or $30,527 at 6%; with 50% employer match about $30,527 at 4% or $20,351 at 6%; with 100% employer match about $22,895 at 4% or $15,263 at 6%. |
| Allen & Allen Company 401-K Plan | - | 68 | $4,063,908 | $124,550 | $1,832iApproximate average salary by contribution assumption: employee only about $45,790 at 4% or $30,527 at 6%; with 50% employer match about $30,527 at 4% or $20,351 at 6%; with 100% employer match about $22,895 at 4% or $15,263 at 6%. |
| 2016 | 1 | 61 | $3,491,470 | $178,785 | $2,931iApproximate average salary by contribution assumption: employee only about $73,273 at 4% or $48,848 at 6%; with 50% employer match about $48,848 at 4% or $32,566 at 6%; with 100% employer match about $36,636 at 4% or $24,424 at 6%. |
| Allen & Allen Company 401-K Plan | - | 61 | $3,491,470 | $178,785 | $2,931iApproximate average salary by contribution assumption: employee only about $73,273 at 4% or $48,848 at 6%; with 50% employer match about $48,848 at 4% or $32,566 at 6%; with 100% employer match about $36,636 at 4% or $24,424 at 6%. |
| 2015 | 1 | 66 | $3,081,899 | $130,578 | $1,978iApproximate average salary by contribution assumption: employee only about $49,461 at 4% or $32,974 at 6%; with 50% employer match about $32,974 at 4% or $21,983 at 6%; with 100% employer match about $24,731 at 4% or $16,487 at 6%. |
| Allen & Allen Company 401-K Plan | - | 66 | $3,081,899 | $130,578 | $1,978iApproximate average salary by contribution assumption: employee only about $49,461 at 4% or $32,974 at 6%; with 50% employer match about $32,974 at 4% or $21,983 at 6%; with 100% employer match about $24,731 at 4% or $16,487 at 6%. |
| 2014 | 1 | 60 | $3,092,530 | $111,217 | $1,854iApproximate average salary by contribution assumption: employee only about $46,340 at 4% or $30,894 at 6%; with 50% employer match about $30,894 at 4% or $20,596 at 6%; with 100% employer match about $23,170 at 4% or $15,447 at 6%. |
| Allen & Allen Company 401-K Plan | - | 60 | $3,092,530 | $111,217 | $1,854iApproximate average salary by contribution assumption: employee only about $46,340 at 4% or $30,894 at 6%; with 50% employer match about $30,894 at 4% or $20,596 at 6%; with 100% employer match about $23,170 at 4% or $15,447 at 6%. |
| 2013 | 1 | 61 | $2,883,235 | $105,310 | $1,726iApproximate average salary by contribution assumption: employee only about $43,160 at 4% or $28,773 at 6%; with 50% employer match about $28,773 at 4% or $19,182 at 6%; with 100% employer match about $21,580 at 4% or $14,387 at 6%. |
| Allen & Allen Company 401-K Plan | - | 61 | $2,883,235 | $105,310 | $1,726iApproximate average salary by contribution assumption: employee only about $43,160 at 4% or $28,773 at 6%; with 50% employer match about $28,773 at 4% or $19,182 at 6%; with 100% employer match about $21,580 at 4% or $14,387 at 6%. |
| 2012 | 1 | 63 | $2,429,554 | $89,443 | $1,420iApproximate average salary by contribution assumption: employee only about $35,493 at 4% or $23,662 at 6%; with 50% employer match about $23,662 at 4% or $15,775 at 6%; with 100% employer match about $17,747 at 4% or $11,831 at 6%. |
| Allen & Allen Company 401-K Plan | - | 63 | $2,429,554 | $89,443 | $1,420iApproximate average salary by contribution assumption: employee only about $35,493 at 4% or $23,662 at 6%; with 50% employer match about $23,662 at 4% or $15,775 at 6%; with 100% employer match about $17,747 at 4% or $11,831 at 6%. |
| 2011 | 1 | 63 | $2,221,729 | $100,456 | $1,595iApproximate average salary by contribution assumption: employee only about $39,863 at 4% or $26,576 at 6%; with 50% employer match about $26,576 at 4% or $17,717 at 6%; with 100% employer match about $19,932 at 4% or $13,288 at 6%. |
| Allen & Allen Company 401-K Plan | - | 63 | $2,221,729 | $100,456 | $1,595iApproximate average salary by contribution assumption: employee only about $39,863 at 4% or $26,576 at 6%; with 50% employer match about $26,576 at 4% or $17,717 at 6%; with 100% employer match about $19,932 at 4% or $13,288 at 6%. |
| 2010 | 1 | 81 | $2,331,511 | $117,620 | $1,452iApproximate average salary by contribution assumption: employee only about $36,302 at 4% or $24,202 at 6%; with 50% employer match about $24,202 at 4% or $16,134 at 6%; with 100% employer match about $18,151 at 4% or $12,101 at 6%. |
| Allen & Allen Company 401-K Plan | - | 81 | $2,331,511 | $117,620 | $1,452iApproximate average salary by contribution assumption: employee only about $36,302 at 4% or $24,202 at 6%; with 50% employer match about $24,202 at 4% or $16,134 at 6%; with 100% employer match about $18,151 at 4% or $12,101 at 6%. |
| 2009 | 3 | 96 | $4,720,407 | $358,410 | $3,733iApproximate average salary by contribution assumption: employee only about $93,336 at 4% or $62,224 at 6%; with 50% employer match about $62,224 at 4% or $41,483 at 6%; with 100% employer match about $46,668 at 4% or $31,112 at 6%. |
| Allen & Allen Company 401-K Plan | - | 96 | $2,545,386 | $188,494 | $1,963iApproximate average salary by contribution assumption: employee only about $49,087 at 4% or $32,725 at 6%; with 50% employer match about $32,725 at 4% or $21,816 at 6%; with 100% employer match about $24,543 at 4% or $16,362 at 6%. |
| Allen & Allen Company 401-K Plan | - | 94 | $2,175,021 | $169,916 | $1,808iApproximate average salary by contribution assumption: employee only about $45,190 at 4% or $30,127 at 6%; with 50% employer match about $30,127 at 4% or $20,085 at 6%; with 100% employer match about $22,595 at 4% or $15,063 at 6%. |
| ALLEN & ALLEN LTD DBA ALLEN & ALLEN COMPANY | - | 66 | - | - | - |
| 2008 | 1 | 103 | $1,773,824 | $218,688 | $2,123iApproximate average salary by contribution assumption: employee only about $53,080 at 4% or $35,386 at 6%; with 50% employer match about $35,386 at 4% or $23,591 at 6%; with 100% employer match about $26,540 at 4% or $17,693 at 6%. |
| Allen & Allen Company 401-K Plan | - | 103 | $1,773,824 | $218,688 | $2,123iApproximate average salary by contribution assumption: employee only about $53,080 at 4% or $35,386 at 6%; with 50% employer match about $35,386 at 4% or $23,591 at 6%; with 100% employer match about $26,540 at 4% or $17,693 at 6%. |
| 2007 | 1 | 101 | $0 | $0 | - |
| ALLEN & ALLEN COMPANY | - | 101 | - | - | - |
| 2006 | 1 | 107 | $2,304,360 | $180,638 | $1,688iApproximate average salary by contribution assumption: employee only about $42,205 at 4% or $28,137 at 6%; with 50% employer match about $28,137 at 4% or $18,758 at 6%; with 100% employer match about $21,103 at 4% or $14,068 at 6%. |
| Allen & Allen Company 401-K Plan | - | 107 | $2,304,360 | $180,638 | $1,688iApproximate average salary by contribution assumption: employee only about $42,205 at 4% or $28,137 at 6%; with 50% employer match about $28,137 at 4% or $18,758 at 6%; with 100% employer match about $21,103 at 4% or $14,068 at 6%. |
| 2005 | 1 | 104 | $2,151,681 | $178,737 | $1,719iApproximate average salary by contribution assumption: employee only about $42,966 at 4% or $28,644 at 6%; with 50% employer match about $28,644 at 4% or $19,096 at 6%; with 100% employer match about $21,483 at 4% or $14,322 at 6%. |
| Allen & Allen Company 401-K Plan | - | 104 | $2,151,681 | $178,737 | $1,719iApproximate average salary by contribution assumption: employee only about $42,966 at 4% or $28,644 at 6%; with 50% employer match about $28,644 at 4% or $19,096 at 6%; with 100% employer match about $21,483 at 4% or $14,322 at 6%. |
| 2004 | 1 | 108 | $1,940,864 | $164,679 | $1,525iApproximate average salary by contribution assumption: employee only about $38,120 at 4% or $25,413 at 6%; with 50% employer match about $25,413 at 4% or $16,942 at 6%; with 100% employer match about $19,060 at 4% or $12,707 at 6%. |
| Allen & Allen Company 401-K Plan | - | 108 | $1,940,864 | $164,679 | $1,525iApproximate average salary by contribution assumption: employee only about $38,120 at 4% or $25,413 at 6%; with 50% employer match about $25,413 at 4% or $16,942 at 6%; with 100% employer match about $19,060 at 4% or $12,707 at 6%. |
| 2003 | 1 | 94 | $1,878,413 | $134,421 | $1,430iApproximate average salary by contribution assumption: employee only about $35,750 at 4% or $23,834 at 6%; with 50% employer match about $23,834 at 4% or $15,889 at 6%; with 100% employer match about $17,875 at 4% or $11,917 at 6%. |
| Allen & Allen Company 401-K Plan | - | 94 | $1,878,413 | $134,421 | $1,430iApproximate average salary by contribution assumption: employee only about $35,750 at 4% or $23,834 at 6%; with 50% employer match about $23,834 at 4% or $15,889 at 6%; with 100% employer match about $17,875 at 4% or $11,917 at 6%. |
| 2002 | 1 | 99 | $1,490,088 | $137,675 | $1,391iApproximate average salary by contribution assumption: employee only about $34,766 at 4% or $23,178 at 6%; with 50% employer match about $23,178 at 4% or $15,452 at 6%; with 100% employer match about $17,383 at 4% or $11,589 at 6%. |
| Allen & Allen Company 401-K Plan | - | 99 | $1,490,088 | $137,675 | $1,391iApproximate average salary by contribution assumption: employee only about $34,766 at 4% or $23,178 at 6%; with 50% employer match about $23,178 at 4% or $15,452 at 6%; with 100% employer match about $17,383 at 4% or $11,589 at 6%. |
| 2001 | 1 | 95 | $1,647,009 | $209,223 | $2,202iApproximate average salary by contribution assumption: employee only about $55,059 at 4% or $36,706 at 6%; with 50% employer match about $36,706 at 4% or $24,471 at 6%; with 100% employer match about $27,529 at 4% or $18,353 at 6%. |
| Allen & Allen Company 401-K Plan | - | 95 | $1,647,009 | $209,223 | $2,202iApproximate average salary by contribution assumption: employee only about $55,059 at 4% or $36,706 at 6%; with 50% employer match about $36,706 at 4% or $24,471 at 6%; with 100% employer match about $27,529 at 4% or $18,353 at 6%. |
| 2000 | 1 | 98 | $1,741,372 | $217,220 | $2,217iApproximate average salary by contribution assumption: employee only about $55,413 at 4% or $36,942 at 6%; with 50% employer match about $36,942 at 4% or $24,628 at 6%; with 100% employer match about $27,707 at 4% or $18,471 at 6%. |
| Allen & Allen Company 401-K Plan | - | 98 | $1,741,372 | $217,220 | $2,217iApproximate average salary by contribution assumption: employee only about $55,413 at 4% or $36,942 at 6%; with 50% employer match about $36,942 at 4% or $24,628 at 6%; with 100% employer match about $27,707 at 4% or $18,471 at 6%. |
| 1999 | 1 | 101 | $1,827,159 | $216,473 | $2,143iApproximate average salary by contribution assumption: employee only about $53,582 at 4% or $35,722 at 6%; with 50% employer match about $35,722 at 4% or $23,814 at 6%; with 100% employer match about $26,791 at 4% or $17,861 at 6%. |
| Allen & Allen Company 401-K Plan | - | 101 | $1,827,159 | $216,473 | $2,143iApproximate average salary by contribution assumption: employee only about $53,582 at 4% or $35,722 at 6%; with 50% employer match about $35,722 at 4% or $23,814 at 6%; with 100% employer match about $26,791 at 4% or $17,861 at 6%. |