Civic Intelligence

Alm First Financial Advisors LLC

Plan context: Alm First Financial Advisors LLC 401(K) Plan

EIN 75-2891899 • Dallas, TX • 15 filings • 2 plans

3800 Maple Avenue, Suite 600Dallas, TX 75219
Current Snapshot

Latest Year

2019

2019 Participants

52

2019 Assets

$5,343,964

2019 Contributions

$566,364

Historical Graphs

Total Assets Over Time

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

$5,343,964$2,671,982$0200520122019YearValue
$5,343,964Latest year 2019

Participants Over Time

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

52260200520122019YearValue
52Latest year 2019

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
2019152$5,343,964$566,364$10,892iApproximate average salary by contribution assumption: employee only about $272,290 at 4% or $181,527 at 6%; with 50% employer match about $181,527 at 4% or $121,018 at 6%; with 100% employer match about $136,145 at 4% or $90,763 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-52$5,343,964$566,364$10,892iApproximate average salary by contribution assumption: employee only about $272,290 at 4% or $181,527 at 6%; with 50% employer match about $181,527 at 4% or $121,018 at 6%; with 100% employer match about $136,145 at 4% or $90,763 at 6%.
2018149$4,315,748$517,396$10,559iApproximate average salary by contribution assumption: employee only about $263,978 at 4% or $175,985 at 6%; with 50% employer match about $175,985 at 4% or $117,323 at 6%; with 100% employer match about $131,989 at 4% or $87,993 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-49$4,315,748$517,396$10,559iApproximate average salary by contribution assumption: employee only about $263,978 at 4% or $175,985 at 6%; with 50% employer match about $175,985 at 4% or $117,323 at 6%; with 100% employer match about $131,989 at 4% or $87,993 at 6%.
2017148$4,520,918$540,288$11,256iApproximate average salary by contribution assumption: employee only about $281,400 at 4% or $187,600 at 6%; with 50% employer match about $187,600 at 4% or $125,067 at 6%; with 100% employer match about $140,700 at 4% or $93,800 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-48$4,520,918$540,288$11,256iApproximate average salary by contribution assumption: employee only about $281,400 at 4% or $187,600 at 6%; with 50% employer match about $187,600 at 4% or $125,067 at 6%; with 100% employer match about $140,700 at 4% or $93,800 at 6%.
2016151$3,471,443$454,317$8,908iApproximate average salary by contribution assumption: employee only about $222,704 at 4% or $148,470 at 6%; with 50% employer match about $148,470 at 4% or $98,980 at 6%; with 100% employer match about $111,352 at 4% or $74,235 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-51$3,471,443$454,317$8,908iApproximate average salary by contribution assumption: employee only about $222,704 at 4% or $148,470 at 6%; with 50% employer match about $148,470 at 4% or $98,980 at 6%; with 100% employer match about $111,352 at 4% or $74,235 at 6%.
2015139$3,965,156$463,883$11,894iApproximate average salary by contribution assumption: employee only about $297,361 at 4% or $198,241 at 6%; with 50% employer match about $198,241 at 4% or $132,160 at 6%; with 100% employer match about $148,680 at 4% or $99,120 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-39$3,965,156$463,883$11,894iApproximate average salary by contribution assumption: employee only about $297,361 at 4% or $198,241 at 6%; with 50% employer match about $198,241 at 4% or $132,160 at 6%; with 100% employer match about $148,680 at 4% or $99,120 at 6%.
2014138$3,529,030$466,912$12,287iApproximate average salary by contribution assumption: employee only about $307,179 at 4% or $204,786 at 6%; with 50% employer match about $204,786 at 4% or $136,524 at 6%; with 100% employer match about $153,589 at 4% or $102,393 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-38$3,529,030$466,912$12,287iApproximate average salary by contribution assumption: employee only about $307,179 at 4% or $204,786 at 6%; with 50% employer match about $204,786 at 4% or $136,524 at 6%; with 100% employer match about $153,589 at 4% or $102,393 at 6%.
2013127$3,237,581$362,563$13,428iApproximate average salary by contribution assumption: employee only about $335,706 at 4% or $223,804 at 6%; with 50% employer match about $223,804 at 4% or $149,203 at 6%; with 100% employer match about $167,853 at 4% or $111,902 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-27$3,237,581$362,563$13,428iApproximate average salary by contribution assumption: employee only about $335,706 at 4% or $223,804 at 6%; with 50% employer match about $223,804 at 4% or $149,203 at 6%; with 100% employer match about $167,853 at 4% or $111,902 at 6%.
2012127$2,332,530$318,584$11,799iApproximate average salary by contribution assumption: employee only about $294,985 at 4% or $196,657 at 6%; with 50% employer match about $196,657 at 4% or $131,105 at 6%; with 100% employer match about $147,493 at 4% or $98,328 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-27$2,332,530$318,584$11,799iApproximate average salary by contribution assumption: employee only about $294,985 at 4% or $196,657 at 6%; with 50% employer match about $196,657 at 4% or $131,105 at 6%; with 100% employer match about $147,493 at 4% or $98,328 at 6%.
2011127$1,852,841$315,441$11,683iApproximate average salary by contribution assumption: employee only about $292,075 at 4% or $194,717 at 6%; with 50% employer match about $194,717 at 4% or $129,811 at 6%; with 100% employer match about $146,038 at 4% or $97,358 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-27$1,852,841$315,441$11,683iApproximate average salary by contribution assumption: employee only about $292,075 at 4% or $194,717 at 6%; with 50% employer match about $194,717 at 4% or $129,811 at 6%; with 100% employer match about $146,038 at 4% or $97,358 at 6%.
2010124$1,893,185$297,872$12,411iApproximate average salary by contribution assumption: employee only about $310,283 at 4% or $206,856 at 6%; with 50% employer match about $206,856 at 4% or $137,904 at 6%; with 100% employer match about $155,142 at 4% or $103,428 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-24$1,893,185$297,872$12,411iApproximate average salary by contribution assumption: employee only about $310,283 at 4% or $206,856 at 6%; with 50% employer match about $206,856 at 4% or $137,904 at 6%; with 100% employer match about $155,142 at 4% or $103,428 at 6%.
2009124$1,383,349$290,794$12,116iApproximate average salary by contribution assumption: employee only about $302,910 at 4% or $201,940 at 6%; with 50% employer match about $201,940 at 4% or $134,627 at 6%; with 100% employer match about $151,455 at 4% or $100,970 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-24$1,383,349$290,794$12,116iApproximate average salary by contribution assumption: employee only about $302,910 at 4% or $201,940 at 6%; with 50% employer match about $201,940 at 4% or $134,627 at 6%; with 100% employer match about $151,455 at 4% or $100,970 at 6%.
2008120$930,635$210,151$10,508iApproximate average salary by contribution assumption: employee only about $262,689 at 4% or $175,126 at 6%; with 50% employer match about $175,126 at 4% or $116,751 at 6%; with 100% employer match about $131,344 at 4% or $87,563 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-20$930,635$210,151$10,508iApproximate average salary by contribution assumption: employee only about $262,689 at 4% or $175,126 at 6%; with 50% employer match about $175,126 at 4% or $116,751 at 6%; with 100% employer match about $131,344 at 4% or $87,563 at 6%.
2007118$1,134,045$211,842$11,769iApproximate average salary by contribution assumption: employee only about $294,225 at 4% or $196,150 at 6%; with 50% employer match about $196,150 at 4% or $130,767 at 6%; with 100% employer match about $147,113 at 4% or $98,075 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-18$1,134,045$211,842$11,769iApproximate average salary by contribution assumption: employee only about $294,225 at 4% or $196,150 at 6%; with 50% employer match about $196,150 at 4% or $130,767 at 6%; with 100% employer match about $147,113 at 4% or $98,075 at 6%.
2006116$873,840$223,471$13,967iApproximate average salary by contribution assumption: employee only about $349,173 at 4% or $232,782 at 6%; with 50% employer match about $232,782 at 4% or $155,188 at 6%; with 100% employer match about $174,587 at 4% or $116,391 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-16$873,840$223,471$13,967iApproximate average salary by contribution assumption: employee only about $349,173 at 4% or $232,782 at 6%; with 50% employer match about $232,782 at 4% or $155,188 at 6%; with 100% employer match about $174,587 at 4% or $116,391 at 6%.
2005119$581,080$532,003$28,000iApproximate average salary by contribution assumption: employee only about $700,004 at 4% or $466,669 at 6%; with 50% employer match about $466,669 at 4% or $311,113 at 6%; with 100% employer match about $350,002 at 4% or $233,335 at 6%.
Alm First Financial Advisors LLC 401(K) Plan-19$581,080$532,003$28,000iApproximate average salary by contribution assumption: employee only about $700,004 at 4% or $466,669 at 6%; with 50% employer match about $466,669 at 4% or $311,113 at 6%; with 100% employer match about $350,002 at 4% or $233,335 at 6%.