Allen, Summers, Simpson, Lillie & Gresham PLLC
Plan context: Allen, Summers, Simpson, Lillie & Gresham 401K Plan
EIN 74-3132193 • Memphis, TN • 21 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$4,675,357
2025 Contributions
$210,155
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 19 | $4,675,357 | $210,155 | $11,061iApproximate average salary by contribution assumption: employee only about $276,520 at 4% or $184,346 at 6%; with 50% employer match about $184,346 at 4% or $122,898 at 6%; with 100% employer match about $138,260 at 4% or $92,173 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 19 | $4,675,357 | $210,155 | $11,061iApproximate average salary by contribution assumption: employee only about $276,520 at 4% or $184,346 at 6%; with 50% employer match about $184,346 at 4% or $122,898 at 6%; with 100% employer match about $138,260 at 4% or $92,173 at 6%. |
| 2024 | 1 | 27 | $3,981,625 | $278,689 | $10,322iApproximate average salary by contribution assumption: employee only about $258,045 at 4% or $172,030 at 6%; with 50% employer match about $172,030 at 4% or $114,687 at 6%; with 100% employer match about $129,023 at 4% or $86,015 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 27 | $3,981,625 | $278,689 | $10,322iApproximate average salary by contribution assumption: employee only about $258,045 at 4% or $172,030 at 6%; with 50% employer match about $172,030 at 4% or $114,687 at 6%; with 100% employer match about $129,023 at 4% or $86,015 at 6%. |
| 2023 | 1 | 26 | $3,375,686 | $194,378 | $7,476iApproximate average salary by contribution assumption: employee only about $186,902 at 4% or $124,601 at 6%; with 50% employer match about $124,601 at 4% or $83,068 at 6%; with 100% employer match about $93,451 at 4% or $62,301 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 26 | $3,375,686 | $194,378 | $7,476iApproximate average salary by contribution assumption: employee only about $186,902 at 4% or $124,601 at 6%; with 50% employer match about $124,601 at 4% or $83,068 at 6%; with 100% employer match about $93,451 at 4% or $62,301 at 6%. |
| 2022 | 1 | 25 | $3,746,393 | $114,881 | $4,595iApproximate average salary by contribution assumption: employee only about $114,881 at 4% or $76,587 at 6%; with 50% employer match about $76,587 at 4% or $51,058 at 6%; with 100% employer match about $57,440 at 4% or $38,294 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 25 | $3,746,393 | $114,881 | $4,595iApproximate average salary by contribution assumption: employee only about $114,881 at 4% or $76,587 at 6%; with 50% employer match about $76,587 at 4% or $51,058 at 6%; with 100% employer match about $57,440 at 4% or $38,294 at 6%. |
| 2021 | 1 | 28 | $5,012,095 | $171,636 | $6,130iApproximate average salary by contribution assumption: employee only about $153,246 at 4% or $102,164 at 6%; with 50% employer match about $102,164 at 4% or $68,110 at 6%; with 100% employer match about $76,623 at 4% or $51,082 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 28 | $5,012,095 | $171,636 | $6,130iApproximate average salary by contribution assumption: employee only about $153,246 at 4% or $102,164 at 6%; with 50% employer match about $102,164 at 4% or $68,110 at 6%; with 100% employer match about $76,623 at 4% or $51,082 at 6%. |
| 2020 | 1 | 26 | $4,410,379 | $187,998 | $7,231iApproximate average salary by contribution assumption: employee only about $180,767 at 4% or $120,512 at 6%; with 50% employer match about $120,512 at 4% or $80,341 at 6%; with 100% employer match about $90,384 at 4% or $60,256 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 26 | $4,410,379 | $187,998 | $7,231iApproximate average salary by contribution assumption: employee only about $180,767 at 4% or $120,512 at 6%; with 50% employer match about $120,512 at 4% or $80,341 at 6%; with 100% employer match about $90,384 at 4% or $60,256 at 6%. |
| 2019 | 1 | 24 | $3,696,700 | $227,857 | $9,494iApproximate average salary by contribution assumption: employee only about $237,351 at 4% or $158,234 at 6%; with 50% employer match about $158,234 at 4% or $105,489 at 6%; with 100% employer match about $118,676 at 4% or $79,117 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 24 | $3,696,700 | $227,857 | $9,494iApproximate average salary by contribution assumption: employee only about $237,351 at 4% or $158,234 at 6%; with 50% employer match about $158,234 at 4% or $105,489 at 6%; with 100% employer match about $118,676 at 4% or $79,117 at 6%. |
| 2018 | 1 | 24 | $3,291,160 | $176,573 | $7,357iApproximate average salary by contribution assumption: employee only about $183,930 at 4% or $122,620 at 6%; with 50% employer match about $122,620 at 4% or $81,747 at 6%; with 100% employer match about $91,965 at 4% or $61,310 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 24 | $3,291,160 | $176,573 | $7,357iApproximate average salary by contribution assumption: employee only about $183,930 at 4% or $122,620 at 6%; with 50% employer match about $122,620 at 4% or $81,747 at 6%; with 100% employer match about $91,965 at 4% or $61,310 at 6%. |
| 2017 | 1 | 22 | $3,864,015 | $179,148 | $8,143iApproximate average salary by contribution assumption: employee only about $203,577 at 4% or $135,718 at 6%; with 50% employer match about $135,718 at 4% or $90,479 at 6%; with 100% employer match about $101,789 at 4% or $67,859 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 22 | $3,864,015 | $179,148 | $8,143iApproximate average salary by contribution assumption: employee only about $203,577 at 4% or $135,718 at 6%; with 50% employer match about $135,718 at 4% or $90,479 at 6%; with 100% employer match about $101,789 at 4% or $67,859 at 6%. |
| 2016 | 1 | 23 | $3,206,214 | $178,158 | $7,746iApproximate average salary by contribution assumption: employee only about $193,650 at 4% or $129,100 at 6%; with 50% employer match about $129,100 at 4% or $86,067 at 6%; with 100% employer match about $96,825 at 4% or $64,550 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 23 | $3,206,214 | $178,158 | $7,746iApproximate average salary by contribution assumption: employee only about $193,650 at 4% or $129,100 at 6%; with 50% employer match about $129,100 at 4% or $86,067 at 6%; with 100% employer match about $96,825 at 4% or $64,550 at 6%. |
| 2015 | 1 | 23 | $2,917,116 | $168,623 | $7,331iApproximate average salary by contribution assumption: employee only about $183,286 at 4% or $122,191 at 6%; with 50% employer match about $122,191 at 4% or $81,460 at 6%; with 100% employer match about $91,643 at 4% or $61,095 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 23 | $2,917,116 | $168,623 | $7,331iApproximate average salary by contribution assumption: employee only about $183,286 at 4% or $122,191 at 6%; with 50% employer match about $122,191 at 4% or $81,460 at 6%; with 100% employer match about $91,643 at 4% or $61,095 at 6%. |
| 2014 | 1 | 24 | $2,761,316 | $209,991 | $8,750iApproximate average salary by contribution assumption: employee only about $218,741 at 4% or $145,827 at 6%; with 50% employer match about $145,827 at 4% or $97,218 at 6%; with 100% employer match about $109,370 at 4% or $72,914 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 24 | $2,761,316 | $209,991 | $8,750iApproximate average salary by contribution assumption: employee only about $218,741 at 4% or $145,827 at 6%; with 50% employer match about $145,827 at 4% or $97,218 at 6%; with 100% employer match about $109,370 at 4% or $72,914 at 6%. |
| 2013 | 1 | 26 | $2,542,717 | $198,642 | $7,640iApproximate average salary by contribution assumption: employee only about $191,002 at 4% or $127,335 at 6%; with 50% employer match about $127,335 at 4% or $84,890 at 6%; with 100% employer match about $95,501 at 4% or $63,667 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 26 | $2,542,717 | $198,642 | $7,640iApproximate average salary by contribution assumption: employee only about $191,002 at 4% or $127,335 at 6%; with 50% employer match about $127,335 at 4% or $84,890 at 6%; with 100% employer match about $95,501 at 4% or $63,667 at 6%. |
| 2012 | 1 | 25 | $1,996,930 | $202,338 | $8,094iApproximate average salary by contribution assumption: employee only about $202,338 at 4% or $134,892 at 6%; with 50% employer match about $134,892 at 4% or $89,928 at 6%; with 100% employer match about $101,169 at 4% or $67,446 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 25 | $1,996,930 | $202,338 | $8,094iApproximate average salary by contribution assumption: employee only about $202,338 at 4% or $134,892 at 6%; with 50% employer match about $134,892 at 4% or $89,928 at 6%; with 100% employer match about $101,169 at 4% or $67,446 at 6%. |
| 2011 | 1 | 25 | $1,609,101 | $170,858 | $6,834iApproximate average salary by contribution assumption: employee only about $170,858 at 4% or $113,905 at 6%; with 50% employer match about $113,905 at 4% or $75,937 at 6%; with 100% employer match about $85,429 at 4% or $56,953 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 25 | $1,609,101 | $170,858 | $6,834iApproximate average salary by contribution assumption: employee only about $170,858 at 4% or $113,905 at 6%; with 50% employer match about $113,905 at 4% or $75,937 at 6%; with 100% employer match about $85,429 at 4% or $56,953 at 6%. |
| 2010 | 1 | 26 | $1,484,689 | $174,680 | $6,718iApproximate average salary by contribution assumption: employee only about $167,962 at 4% or $111,974 at 6%; with 50% employer match about $111,974 at 4% or $74,650 at 6%; with 100% employer match about $83,981 at 4% or $55,987 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 26 | $1,484,689 | $174,680 | $6,718iApproximate average salary by contribution assumption: employee only about $167,962 at 4% or $111,974 at 6%; with 50% employer match about $111,974 at 4% or $74,650 at 6%; with 100% employer match about $83,981 at 4% or $55,987 at 6%. |
| 2009 | 1 | 24 | $1,205,963 | $191,568 | $7,982iApproximate average salary by contribution assumption: employee only about $199,550 at 4% or $133,033 at 6%; with 50% employer match about $133,033 at 4% or $88,689 at 6%; with 100% employer match about $99,775 at 4% or $66,517 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 24 | $1,205,963 | $191,568 | $7,982iApproximate average salary by contribution assumption: employee only about $199,550 at 4% or $133,033 at 6%; with 50% employer match about $133,033 at 4% or $88,689 at 6%; with 100% employer match about $99,775 at 4% or $66,517 at 6%. |
| 2008 | 1 | 17 | $810,081 | $170,280 | $10,016iApproximate average salary by contribution assumption: employee only about $250,412 at 4% or $166,941 at 6%; with 50% employer match about $166,941 at 4% or $111,294 at 6%; with 100% employer match about $125,206 at 4% or $83,471 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 17 | $810,081 | $170,280 | $10,016iApproximate average salary by contribution assumption: employee only about $250,412 at 4% or $166,941 at 6%; with 50% employer match about $166,941 at 4% or $111,294 at 6%; with 100% employer match about $125,206 at 4% or $83,471 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 15 | - | - | - |
| 2006 | 1 | 14 | $707,503 | $133,148 | $9,511iApproximate average salary by contribution assumption: employee only about $237,764 at 4% or $158,510 at 6%; with 50% employer match about $158,510 at 4% or $105,673 at 6%; with 100% employer match about $118,882 at 4% or $79,255 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 14 | $707,503 | $133,148 | $9,511iApproximate average salary by contribution assumption: employee only about $237,764 at 4% or $158,510 at 6%; with 50% employer match about $158,510 at 4% or $105,673 at 6%; with 100% employer match about $118,882 at 4% or $79,255 at 6%. |
| 2005 | 1 | 17 | $510,210 | $492,976 | $28,999iApproximate average salary by contribution assumption: employee only about $724,965 at 4% or $483,310 at 6%; with 50% employer match about $483,310 at 4% or $322,207 at 6%; with 100% employer match about $362,482 at 4% or $241,655 at 6%. |
| Allen, Summers, Simpson, Lillie & Gresham 401K Plan | - | 17 | $510,210 | $492,976 | $28,999iApproximate average salary by contribution assumption: employee only about $724,965 at 4% or $483,310 at 6%; with 50% employer match about $483,310 at 4% or $322,207 at 6%; with 100% employer match about $362,482 at 4% or $241,655 at 6%. |