Civic Intelligence

Amerisource Funding

Plan context: Amerisource Funding 401(K) Plan

EIN 76-0362647 • Houston, TX • 18 filings • 2 plans

7225 Langtry StHouston, TX 77040
Current Snapshot

Latest Year

2024

2024 Participants

60

2024 Assets

$7,413,137

2024 Contributions

$1,756,629

Historical Graphs

Total Assets Over Time

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

$7,413,137$3,706,569$0200720162024YearValue
$7,413,137Latest year 2024

Participants Over Time

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

60300200720162024YearValue
60Latest year 2024

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
2024160$7,413,137$1,756,629$29,277iApproximate average salary by contribution assumption: employee only about $731,929 at 4% or $487,953 at 6%; with 50% employer match about $487,953 at 4% or $325,302 at 6%; with 100% employer match about $365,964 at 4% or $243,976 at 6%.
Amerisource Funding 401(K) Plan-60$7,413,137$1,756,629$29,277iApproximate average salary by contribution assumption: employee only about $731,929 at 4% or $487,953 at 6%; with 50% employer match about $487,953 at 4% or $325,302 at 6%; with 100% employer match about $365,964 at 4% or $243,976 at 6%.
2023153$5,336,932$616,887$11,639iApproximate average salary by contribution assumption: employee only about $290,984 at 4% or $193,990 at 6%; with 50% employer match about $193,990 at 4% or $129,326 at 6%; with 100% employer match about $145,492 at 4% or $96,995 at 6%.
Amerisource Funding 401(K) Plan-53$5,336,932$616,887$11,639iApproximate average salary by contribution assumption: employee only about $290,984 at 4% or $193,990 at 6%; with 50% employer match about $193,990 at 4% or $129,326 at 6%; with 100% employer match about $145,492 at 4% or $96,995 at 6%.
2022152$4,712,155$462,101$8,887iApproximate average salary by contribution assumption: employee only about $222,164 at 4% or $148,109 at 6%; with 50% employer match about $148,109 at 4% or $98,740 at 6%; with 100% employer match about $111,082 at 4% or $74,055 at 6%.
Amerisource Funding 401(K) Plan-52$4,712,155$462,101$8,887iApproximate average salary by contribution assumption: employee only about $222,164 at 4% or $148,109 at 6%; with 50% employer match about $148,109 at 4% or $98,740 at 6%; with 100% employer match about $111,082 at 4% or $74,055 at 6%.
2021151$5,275,273$442,950$8,685iApproximate average salary by contribution assumption: employee only about $217,132 at 4% or $144,755 at 6%; with 50% employer match about $144,755 at 4% or $96,503 at 6%; with 100% employer match about $108,566 at 4% or $72,377 at 6%.
Amerisource Funding 401(K) Plan-51$5,275,273$442,950$8,685iApproximate average salary by contribution assumption: employee only about $217,132 at 4% or $144,755 at 6%; with 50% employer match about $144,755 at 4% or $96,503 at 6%; with 100% employer match about $108,566 at 4% or $72,377 at 6%.
2020155$4,808,121$437,676$7,958iApproximate average salary by contribution assumption: employee only about $198,944 at 4% or $132,629 at 6%; with 50% employer match about $132,629 at 4% or $88,419 at 6%; with 100% employer match about $99,472 at 4% or $66,315 at 6%.
Amerisource Funding 401(K) Plan-55$4,808,121$437,676$7,958iApproximate average salary by contribution assumption: employee only about $198,944 at 4% or $132,629 at 6%; with 50% employer match about $132,629 at 4% or $88,419 at 6%; with 100% employer match about $99,472 at 4% or $66,315 at 6%.
2019152$3,949,000$387,393$7,450iApproximate average salary by contribution assumption: employee only about $186,247 at 4% or $124,164 at 6%; with 50% employer match about $124,164 at 4% or $82,776 at 6%; with 100% employer match about $93,123 at 4% or $62,082 at 6%.
Amerisource Funding 401(K) Plan-52$3,949,000$387,393$7,450iApproximate average salary by contribution assumption: employee only about $186,247 at 4% or $124,164 at 6%; with 50% employer match about $124,164 at 4% or $82,776 at 6%; with 100% employer match about $93,123 at 4% or $62,082 at 6%.
2018149$3,108,446$391,401$7,988iApproximate average salary by contribution assumption: employee only about $199,694 at 4% or $133,130 at 6%; with 50% employer match about $133,130 at 4% or $88,753 at 6%; with 100% employer match about $99,847 at 4% or $66,565 at 6%.
Amerisource Funding 401(K) Plan-49$3,108,446$391,401$7,988iApproximate average salary by contribution assumption: employee only about $199,694 at 4% or $133,130 at 6%; with 50% employer match about $133,130 at 4% or $88,753 at 6%; with 100% employer match about $99,847 at 4% or $66,565 at 6%.
2017148$3,169,184$350,205$7,296iApproximate average salary by contribution assumption: employee only about $182,398 at 4% or $121,599 at 6%; with 50% employer match about $121,599 at 4% or $81,066 at 6%; with 100% employer match about $91,199 at 4% or $60,799 at 6%.
Amerisource Funding 401(K) Plan-48$3,169,184$350,205$7,296iApproximate average salary by contribution assumption: employee only about $182,398 at 4% or $121,599 at 6%; with 50% employer match about $121,599 at 4% or $81,066 at 6%; with 100% employer match about $91,199 at 4% or $60,799 at 6%.
2016136$2,484,108$356,729$9,909iApproximate average salary by contribution assumption: employee only about $247,728 at 4% or $165,152 at 6%; with 50% employer match about $165,152 at 4% or $110,102 at 6%; with 100% employer match about $123,864 at 4% or $82,576 at 6%.
Amerisource Funding 401(K) Plan-36$2,484,108$356,729$9,909iApproximate average salary by contribution assumption: employee only about $247,728 at 4% or $165,152 at 6%; with 50% employer match about $165,152 at 4% or $110,102 at 6%; with 100% employer match about $123,864 at 4% or $82,576 at 6%.
2015139$2,182,797$496,839$12,739iApproximate average salary by contribution assumption: employee only about $318,487 at 4% or $212,324 at 6%; with 50% employer match about $212,324 at 4% or $141,550 at 6%; with 100% employer match about $159,243 at 4% or $106,162 at 6%.
Amerisource Funding 401(K) Plan-39$2,182,797$496,839$12,739iApproximate average salary by contribution assumption: employee only about $318,487 at 4% or $212,324 at 6%; with 50% employer match about $212,324 at 4% or $141,550 at 6%; with 100% employer match about $159,243 at 4% or $106,162 at 6%.
2014138$1,936,179$278,496$7,329iApproximate average salary by contribution assumption: employee only about $183,221 at 4% or $122,147 at 6%; with 50% employer match about $122,147 at 4% or $81,432 at 6%; with 100% employer match about $91,611 at 4% or $61,074 at 6%.
Amerisource Funding 401(K) Plan-38$1,936,179$278,496$7,329iApproximate average salary by contribution assumption: employee only about $183,221 at 4% or $122,147 at 6%; with 50% employer match about $122,147 at 4% or $81,432 at 6%; with 100% employer match about $91,611 at 4% or $61,074 at 6%.
2013135$1,619,148$271,329$7,752iApproximate average salary by contribution assumption: employee only about $193,806 at 4% or $129,204 at 6%; with 50% employer match about $129,204 at 4% or $86,136 at 6%; with 100% employer match about $96,903 at 4% or $64,602 at 6%.
Amerisource Funding 401(K) Plan-35$1,619,148$271,329$7,752iApproximate average salary by contribution assumption: employee only about $193,806 at 4% or $129,204 at 6%; with 50% employer match about $129,204 at 4% or $86,136 at 6%; with 100% employer match about $96,903 at 4% or $64,602 at 6%.
2012132$1,196,505$259,021$8,094iApproximate average salary by contribution assumption: employee only about $202,360 at 4% or $134,907 at 6%; with 50% employer match about $134,907 at 4% or $89,938 at 6%; with 100% employer match about $101,180 at 4% or $67,453 at 6%.
Amerisource Funding 401(K) Plan-32$1,196,505$259,021$8,094iApproximate average salary by contribution assumption: employee only about $202,360 at 4% or $134,907 at 6%; with 50% employer match about $134,907 at 4% or $89,938 at 6%; with 100% employer match about $101,180 at 4% or $67,453 at 6%.
2011131$889,983$231,312$7,462iApproximate average salary by contribution assumption: employee only about $186,542 at 4% or $124,361 at 6%; with 50% employer match about $124,361 at 4% or $82,908 at 6%; with 100% employer match about $93,271 at 4% or $62,181 at 6%.
Amerisource Funding 401(K) Plan-31$889,983$231,312$7,462iApproximate average salary by contribution assumption: employee only about $186,542 at 4% or $124,361 at 6%; with 50% employer match about $124,361 at 4% or $82,908 at 6%; with 100% employer match about $93,271 at 4% or $62,181 at 6%.
2010128$788,271$209,622$7,487iApproximate average salary by contribution assumption: employee only about $187,163 at 4% or $124,775 at 6%; with 50% employer match about $124,775 at 4% or $83,183 at 6%; with 100% employer match about $93,581 at 4% or $62,388 at 6%.
Amerisource Funding 401(K) Plan-28$788,271$209,622$7,487iApproximate average salary by contribution assumption: employee only about $187,163 at 4% or $124,775 at 6%; with 50% employer match about $124,775 at 4% or $83,183 at 6%; with 100% employer match about $93,581 at 4% or $62,388 at 6%.
2009127$517,442$210,764$7,806iApproximate average salary by contribution assumption: employee only about $195,152 at 4% or $130,101 at 6%; with 50% employer match about $130,101 at 4% or $86,734 at 6%; with 100% employer match about $97,576 at 4% or $65,051 at 6%.
Amerisource Funding 401(K) Plan-27$517,442$210,764$7,806iApproximate average salary by contribution assumption: employee only about $195,152 at 4% or $130,101 at 6%; with 50% employer match about $130,101 at 4% or $86,734 at 6%; with 100% employer match about $97,576 at 4% or $65,051 at 6%.
2008143$230,025$191,915$4,463iApproximate average salary by contribution assumption: employee only about $111,578 at 4% or $74,386 at 6%; with 50% employer match about $74,386 at 4% or $49,590 at 6%; with 100% employer match about $55,789 at 4% or $37,193 at 6%.
Amerisource Funding 401(K) Plan-43$230,025$191,915$4,463iApproximate average salary by contribution assumption: employee only about $111,578 at 4% or $74,386 at 6%; with 50% employer match about $74,386 at 4% or $49,590 at 6%; with 100% employer match about $55,789 at 4% or $37,193 at 6%.
2007132$155,303$162,959$5,092iApproximate average salary by contribution assumption: employee only about $127,312 at 4% or $84,874 at 6%; with 50% employer match about $84,874 at 4% or $56,583 at 6%; with 100% employer match about $63,656 at 4% or $42,437 at 6%.
Amerisource Funding 401(K) Plan-32$155,303$162,959$5,092iApproximate average salary by contribution assumption: employee only about $127,312 at 4% or $84,874 at 6%; with 50% employer match about $84,874 at 4% or $56,583 at 6%; with 100% employer match about $63,656 at 4% or $42,437 at 6%.