Allen Bailey and Associates Inc.
Plan context: Allen Bailey and Associates Inc. 401K Plan and Trust
EIN 74-2646037 • Austin, TX • 31 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$6,111,102
2024 Contributions
$82,940
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 | 13 | $6,111,102 | $82,940 | $6,380iApproximate average salary by contribution assumption: employee only about $159,500 at 4% or $106,333 at 6%; with 50% employer match about $106,333 at 4% or $70,889 at 6%; with 100% employer match about $79,750 at 4% or $53,167 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 13 | $6,111,102 | $82,940 | $6,380iApproximate average salary by contribution assumption: employee only about $159,500 at 4% or $106,333 at 6%; with 50% employer match about $106,333 at 4% or $70,889 at 6%; with 100% employer match about $79,750 at 4% or $53,167 at 6%. |
| 2023 | 1 | 15 | $4,910,722 | $204,498 | $13,633iApproximate average salary by contribution assumption: employee only about $340,830 at 4% or $227,220 at 6%; with 50% employer match about $227,220 at 4% or $151,480 at 6%; with 100% employer match about $170,415 at 4% or $113,610 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 15 | $4,910,722 | $204,498 | $13,633iApproximate average salary by contribution assumption: employee only about $340,830 at 4% or $227,220 at 6%; with 50% employer match about $227,220 at 4% or $151,480 at 6%; with 100% employer match about $170,415 at 4% or $113,610 at 6%. |
| 2022 | 1 | 16 | $4,448,272 | $207,708 | $12,982iApproximate average salary by contribution assumption: employee only about $324,544 at 4% or $216,363 at 6%; with 50% employer match about $216,363 at 4% or $144,242 at 6%; with 100% employer match about $162,272 at 4% or $108,181 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 16 | $4,448,272 | $207,708 | $12,982iApproximate average salary by contribution assumption: employee only about $324,544 at 4% or $216,363 at 6%; with 50% employer match about $216,363 at 4% or $144,242 at 6%; with 100% employer match about $162,272 at 4% or $108,181 at 6%. |
| 2021 | 1 | 15 | $6,649,792 | $222,887 | $14,859iApproximate average salary by contribution assumption: employee only about $371,478 at 4% or $247,652 at 6%; with 50% employer match about $247,652 at 4% or $165,101 at 6%; with 100% employer match about $185,739 at 4% or $123,826 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 15 | $6,649,792 | $222,887 | $14,859iApproximate average salary by contribution assumption: employee only about $371,478 at 4% or $247,652 at 6%; with 50% employer match about $247,652 at 4% or $165,101 at 6%; with 100% employer match about $185,739 at 4% or $123,826 at 6%. |
| 2020 | 1 | 18 | $8,142,180 | $350,618 | $19,479iApproximate average salary by contribution assumption: employee only about $486,969 at 4% or $324,646 at 6%; with 50% employer match about $324,646 at 4% or $216,431 at 6%; with 100% employer match about $243,485 at 4% or $162,323 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 18 | $8,142,180 | $350,618 | $19,479iApproximate average salary by contribution assumption: employee only about $486,969 at 4% or $324,646 at 6%; with 50% employer match about $324,646 at 4% or $216,431 at 6%; with 100% employer match about $243,485 at 4% or $162,323 at 6%. |
| 2019 | 1 | 19 | $6,706,716 | $362,751 | $19,092iApproximate average salary by contribution assumption: employee only about $477,304 at 4% or $318,203 at 6%; with 50% employer match about $318,203 at 4% or $212,135 at 6%; with 100% employer match about $238,652 at 4% or $159,101 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 19 | $6,706,716 | $362,751 | $19,092iApproximate average salary by contribution assumption: employee only about $477,304 at 4% or $318,203 at 6%; with 50% employer match about $318,203 at 4% or $212,135 at 6%; with 100% employer match about $238,652 at 4% or $159,101 at 6%. |
| 2018 | 1 | 23 | $5,401,315 | $412,041 | $17,915iApproximate average salary by contribution assumption: employee only about $447,871 at 4% or $298,580 at 6%; with 50% employer match about $298,580 at 4% or $199,054 at 6%; with 100% employer match about $223,935 at 4% or $149,290 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 23 | $5,401,315 | $412,041 | $17,915iApproximate average salary by contribution assumption: employee only about $447,871 at 4% or $298,580 at 6%; with 50% employer match about $298,580 at 4% or $199,054 at 6%; with 100% employer match about $223,935 at 4% or $149,290 at 6%. |
| 2017 | 1 | 25 | $5,910,803 | $181,977 | $7,279iApproximate average salary by contribution assumption: employee only about $181,977 at 4% or $121,318 at 6%; with 50% employer match about $121,318 at 4% or $80,879 at 6%; with 100% employer match about $90,989 at 4% or $60,659 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 25 | $5,910,803 | $181,977 | $7,279iApproximate average salary by contribution assumption: employee only about $181,977 at 4% or $121,318 at 6%; with 50% employer match about $121,318 at 4% or $80,879 at 6%; with 100% employer match about $90,989 at 4% or $60,659 at 6%. |
| 2016 | 1 | 24 | $5,322,810 | $458,762 | $19,115iApproximate average salary by contribution assumption: employee only about $477,877 at 4% or $318,585 at 6%; with 50% employer match about $318,585 at 4% or $212,390 at 6%; with 100% employer match about $238,939 at 4% or $159,292 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 24 | $5,322,810 | $458,762 | $19,115iApproximate average salary by contribution assumption: employee only about $477,877 at 4% or $318,585 at 6%; with 50% employer match about $318,585 at 4% or $212,390 at 6%; with 100% employer match about $238,939 at 4% or $159,292 at 6%. |
| 2015 | 1 | 24 | $4,566,601 | $475,826 | $19,826iApproximate average salary by contribution assumption: employee only about $495,652 at 4% or $330,435 at 6%; with 50% employer match about $330,435 at 4% or $220,290 at 6%; with 100% employer match about $247,826 at 4% or $165,217 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 24 | $4,566,601 | $475,826 | $19,826iApproximate average salary by contribution assumption: employee only about $495,652 at 4% or $330,435 at 6%; with 50% employer match about $330,435 at 4% or $220,290 at 6%; with 100% employer match about $247,826 at 4% or $165,217 at 6%. |
| 2014 | 1 | 22 | $4,142,957 | $463,189 | $21,054iApproximate average salary by contribution assumption: employee only about $526,351 at 4% or $350,901 at 6%; with 50% employer match about $350,901 at 4% or $233,934 at 6%; with 100% employer match about $263,176 at 4% or $175,450 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 22 | $4,142,957 | $463,189 | $21,054iApproximate average salary by contribution assumption: employee only about $526,351 at 4% or $350,901 at 6%; with 50% employer match about $350,901 at 4% or $233,934 at 6%; with 100% employer match about $263,176 at 4% or $175,450 at 6%. |
| 2013 | 1 | 25 | $3,588,748 | $397,123 | $15,885iApproximate average salary by contribution assumption: employee only about $397,123 at 4% or $264,749 at 6%; with 50% employer match about $264,749 at 4% or $176,499 at 6%; with 100% employer match about $198,562 at 4% or $132,374 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 25 | $3,588,748 | $397,123 | $15,885iApproximate average salary by contribution assumption: employee only about $397,123 at 4% or $264,749 at 6%; with 50% employer match about $264,749 at 4% or $176,499 at 6%; with 100% employer match about $198,562 at 4% or $132,374 at 6%. |
| 2012 | 1 | 20 | $2,723,774 | $541,978 | $27,099iApproximate average salary by contribution assumption: employee only about $677,473 at 4% or $451,648 at 6%; with 50% employer match about $451,648 at 4% or $301,099 at 6%; with 100% employer match about $338,736 at 4% or $225,824 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 20 | $2,723,774 | $541,978 | $27,099iApproximate average salary by contribution assumption: employee only about $677,473 at 4% or $451,648 at 6%; with 50% employer match about $451,648 at 4% or $301,099 at 6%; with 100% employer match about $338,736 at 4% or $225,824 at 6%. |
| 2011 | 2 | 17 | $4,145,412 | $236,302 | $13,900iApproximate average salary by contribution assumption: employee only about $347,503 at 4% or $231,669 at 6%; with 50% employer match about $231,669 at 4% or $154,446 at 6%; with 100% employer match about $173,751 at 4% or $115,834 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 17 | $2,072,706 | $118,151 | $6,950iApproximate average salary by contribution assumption: employee only about $173,751 at 4% or $115,834 at 6%; with 50% employer match about $115,834 at 4% or $77,223 at 6%; with 100% employer match about $86,876 at 4% or $57,917 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 17 | $2,072,706 | $118,151 | $6,950iApproximate average salary by contribution assumption: employee only about $173,751 at 4% or $115,834 at 6%; with 50% employer match about $115,834 at 4% or $77,223 at 6%; with 100% employer match about $86,876 at 4% or $57,917 at 6%. |
| 2010 | 1 | 18 | $2,183,916 | $262,563 | $14,587iApproximate average salary by contribution assumption: employee only about $364,671 at 4% or $243,114 at 6%; with 50% employer match about $243,114 at 4% or $162,076 at 6%; with 100% employer match about $182,335 at 4% or $121,557 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 18 | $2,183,916 | $262,563 | $14,587iApproximate average salary by contribution assumption: employee only about $364,671 at 4% or $243,114 at 6%; with 50% employer match about $243,114 at 4% or $162,076 at 6%; with 100% employer match about $182,335 at 4% or $121,557 at 6%. |
| 2009 | 1 | 14 | $2,229,872 | $86,879 | $6,206iApproximate average salary by contribution assumption: employee only about $155,141 at 4% or $103,427 at 6%; with 50% employer match about $103,427 at 4% or $68,952 at 6%; with 100% employer match about $77,571 at 4% or $51,714 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 14 | $2,229,872 | $86,879 | $6,206iApproximate average salary by contribution assumption: employee only about $155,141 at 4% or $103,427 at 6%; with 50% employer match about $103,427 at 4% or $68,952 at 6%; with 100% employer match about $77,571 at 4% or $51,714 at 6%. |
| 2008 | 1 | 15 | $1,691,355 | $312,613 | $20,841iApproximate average salary by contribution assumption: employee only about $521,022 at 4% or $347,348 at 6%; with 50% employer match about $347,348 at 4% or $231,565 at 6%; with 100% employer match about $260,511 at 4% or $173,674 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 15 | $1,691,355 | $312,613 | $20,841iApproximate average salary by contribution assumption: employee only about $521,022 at 4% or $347,348 at 6%; with 50% employer match about $347,348 at 4% or $231,565 at 6%; with 100% employer match about $260,511 at 4% or $173,674 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 12 | - | - | - |
| 2006 | 1 | 15 | $2,231,280 | $300,035 | $20,002iApproximate average salary by contribution assumption: employee only about $500,058 at 4% or $333,372 at 6%; with 50% employer match about $333,372 at 4% or $222,248 at 6%; with 100% employer match about $250,029 at 4% or $166,686 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 15 | $2,231,280 | $300,035 | $20,002iApproximate average salary by contribution assumption: employee only about $500,058 at 4% or $333,372 at 6%; with 50% employer match about $333,372 at 4% or $222,248 at 6%; with 100% employer match about $250,029 at 4% or $166,686 at 6%. |
| 2005 | 1 | 12 | $1,731,246 | $260,307 | $21,692iApproximate average salary by contribution assumption: employee only about $542,306 at 4% or $361,538 at 6%; with 50% employer match about $361,538 at 4% or $241,025 at 6%; with 100% employer match about $271,153 at 4% or $180,769 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 12 | $1,731,246 | $260,307 | $21,692iApproximate average salary by contribution assumption: employee only about $542,306 at 4% or $361,538 at 6%; with 50% employer match about $361,538 at 4% or $241,025 at 6%; with 100% employer match about $271,153 at 4% or $180,769 at 6%. |
| 2004 | 1 | 12 | $1,385,340 | $267,503 | $22,292iApproximate average salary by contribution assumption: employee only about $557,298 at 4% or $371,532 at 6%; with 50% employer match about $371,532 at 4% or $247,688 at 6%; with 100% employer match about $278,649 at 4% or $185,766 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 12 | $1,385,340 | $267,503 | $22,292iApproximate average salary by contribution assumption: employee only about $557,298 at 4% or $371,532 at 6%; with 50% employer match about $371,532 at 4% or $247,688 at 6%; with 100% employer match about $278,649 at 4% or $185,766 at 6%. |
| 2003 | 1 | 13 | $1,064,846 | $268,796 | $20,677iApproximate average salary by contribution assumption: employee only about $516,915 at 4% or $344,610 at 6%; with 50% employer match about $344,610 at 4% or $229,740 at 6%; with 100% employer match about $258,458 at 4% or $172,305 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 13 | $1,064,846 | $268,796 | $20,677iApproximate average salary by contribution assumption: employee only about $516,915 at 4% or $344,610 at 6%; with 50% employer match about $344,610 at 4% or $229,740 at 6%; with 100% employer match about $258,458 at 4% or $172,305 at 6%. |
| 2002 | 2 | 13 | $0 | $0 | - |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 13 | - | - | - |
| Allen Bailey and Associates Inc. Money Purchase Pension Plan and Trust | - | 13 | - | - | - |
| 2001 | 2 | 13 | $63,084 | $37,832 | $2,910iApproximate average salary by contribution assumption: employee only about $72,754 at 4% or $48,503 at 6%; with 50% employer match about $48,503 at 4% or $32,335 at 6%; with 100% employer match about $36,377 at 4% or $24,251 at 6%. |
| Allen Bailey and Associates Inc. Money Purchase Pension Plan and Trust | - | 13 | $63,084 | $37,832 | $2,910iApproximate average salary by contribution assumption: employee only about $72,754 at 4% or $48,503 at 6%; with 50% employer match about $48,503 at 4% or $32,335 at 6%; with 100% employer match about $36,377 at 4% or $24,251 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 13 | - | - | - |
| 2000 | 2 | 13 | $909,250 | $180,377 | $13,875iApproximate average salary by contribution assumption: employee only about $346,879 at 4% or $231,253 at 6%; with 50% employer match about $231,253 at 4% or $154,168 at 6%; with 100% employer match about $173,439 at 4% or $115,626 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 13 | $825,878 | $146,204 | $11,246iApproximate average salary by contribution assumption: employee only about $281,162 at 4% or $187,441 at 6%; with 50% employer match about $187,441 at 4% or $124,961 at 6%; with 100% employer match about $140,581 at 4% or $93,721 at 6%. |
| Allen Bailey and Associates Inc. Money Purchase Pension Plan and Trust | - | 13 | $83,372 | $34,173 | $2,629iApproximate average salary by contribution assumption: employee only about $65,717 at 4% or $43,812 at 6%; with 50% employer match about $43,812 at 4% or $29,208 at 6%; with 100% employer match about $32,859 at 4% or $21,906 at 6%. |
| 1999 | 2 | 12 | $1,802,556 | $166,521 | $13,877iApproximate average salary by contribution assumption: employee only about $346,919 at 4% or $231,279 at 6%; with 50% employer match about $231,279 at 4% or $154,186 at 6%; with 100% employer match about $173,459 at 4% or $115,640 at 6%. |
| Allen Bailey and Associates Inc. 401K Plan and Trust | - | 12 | $1,701,871 | $135,773 | $11,314iApproximate average salary by contribution assumption: employee only about $282,860 at 4% or $188,574 at 6%; with 50% employer match about $188,574 at 4% or $125,716 at 6%; with 100% employer match about $141,430 at 4% or $94,287 at 6%. |
| Allen Bailey and Associates Inc. Money Purchase Pension Plan and Trust | - | 12 | $100,685 | $30,748 | $2,562iApproximate average salary by contribution assumption: employee only about $64,058 at 4% or $42,706 at 6%; with 50% employer match about $42,706 at 4% or $28,470 at 6%; with 100% employer match about $32,029 at 4% or $21,353 at 6%. |