Civic Intelligence

ALLENDALE INC. DBA THE ADVANCED FINANCIAL GROUP

Plan context: ALLENDALE 401(K) PLAN

EIN 75-2662818 • Lufkin, TX • 6 filings • 1 plans

1101 S. ChestnutLufkin, TX 75901
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$2,238,125

2025 Contributions

$245,541

Historical Graphs

Total Assets Over Time

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

$2,238,125$1,119,063$0202020232025YearValue
$2,238,125Latest year 2025

Participants Over Time

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

1580202020232025YearValue
14Latest year 2025

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
2025114$2,238,125$245,541$17,539iApproximate average salary by contribution assumption: employee only about $438,466 at 4% or $292,311 at 6%; with 50% employer match about $292,311 at 4% or $194,874 at 6%; with 100% employer match about $219,233 at 4% or $146,155 at 6%.
ALLENDALE 401(K) PLAN-14$2,238,125$245,541$17,539iApproximate average salary by contribution assumption: employee only about $438,466 at 4% or $292,311 at 6%; with 50% employer match about $292,311 at 4% or $194,874 at 6%; with 100% employer match about $219,233 at 4% or $146,155 at 6%.
2024114$1,628,686$285,298$20,378iApproximate average salary by contribution assumption: employee only about $509,461 at 4% or $339,640 at 6%; with 50% employer match about $339,640 at 4% or $226,427 at 6%; with 100% employer match about $254,730 at 4% or $169,820 at 6%.
ALLENDALE 401(K) PLAN-14$1,628,686$285,298$20,378iApproximate average salary by contribution assumption: employee only about $509,461 at 4% or $339,640 at 6%; with 50% employer match about $339,640 at 4% or $226,427 at 6%; with 100% employer match about $254,730 at 4% or $169,820 at 6%.
2023115$1,128,551$246,316$16,421iApproximate average salary by contribution assumption: employee only about $410,527 at 4% or $273,684 at 6%; with 50% employer match about $273,684 at 4% or $182,456 at 6%; with 100% employer match about $205,263 at 4% or $136,842 at 6%.
ALLENDALE 401(K) PLAN-15$1,128,551$246,316$16,421iApproximate average salary by contribution assumption: employee only about $410,527 at 4% or $273,684 at 6%; with 50% employer match about $273,684 at 4% or $182,456 at 6%; with 100% employer match about $205,263 at 4% or $136,842 at 6%.
2022114$685,880$241,550$17,254iApproximate average salary by contribution assumption: employee only about $431,339 at 4% or $287,560 at 6%; with 50% employer match about $287,560 at 4% or $191,706 at 6%; with 100% employer match about $215,670 at 4% or $143,780 at 6%.
ALLENDALE 401(K) PLAN-14$685,880$241,550$17,254iApproximate average salary by contribution assumption: employee only about $431,339 at 4% or $287,560 at 6%; with 50% employer match about $287,560 at 4% or $191,706 at 6%; with 100% employer match about $215,670 at 4% or $143,780 at 6%.
2021114$572,356$206,892$14,778iApproximate average salary by contribution assumption: employee only about $369,450 at 4% or $246,300 at 6%; with 50% employer match about $246,300 at 4% or $164,200 at 6%; with 100% employer match about $184,725 at 4% or $123,150 at 6%.
ALLENDALE 401(K) PLAN-14$572,356$206,892$14,778iApproximate average salary by contribution assumption: employee only about $369,450 at 4% or $246,300 at 6%; with 50% employer match about $246,300 at 4% or $164,200 at 6%; with 100% employer match about $184,725 at 4% or $123,150 at 6%.
2020114$315,271$276,156$19,725iApproximate average salary by contribution assumption: employee only about $493,136 at 4% or $328,757 at 6%; with 50% employer match about $328,757 at 4% or $219,171 at 6%; with 100% employer match about $246,568 at 4% or $164,379 at 6%.
ALLENDALE 401(K) PLAN-14$315,271$276,156$19,725iApproximate average salary by contribution assumption: employee only about $493,136 at 4% or $328,757 at 6%; with 50% employer match about $328,757 at 4% or $219,171 at 6%; with 100% employer match about $246,568 at 4% or $164,379 at 6%.