Allocation Specialists Ltd
Plan context: Allocation Specialists Ltd Profit Sharing Plan
EIN 76-0644283 • Houston, TX • 17 filings • 4 plans
Current Snapshot
Latest Year
2017
2017 Participants
18
2017 Assets
$4,588,316
2017 Contributions
$1,285,560
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 18 | $4,588,316 | $1,285,560 | $71,420iApproximate average salary by contribution assumption: employee only about $1,785,500 at 4% or $1,190,333 at 6%; with 50% employer match about $1,190,333 at 4% or $793,556 at 6%; with 100% employer match about $892,750 at 4% or $595,167 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 18 | $4,588,316 | $1,285,560 | $71,420iApproximate average salary by contribution assumption: employee only about $1,785,500 at 4% or $1,190,333 at 6%; with 50% employer match about $1,190,333 at 4% or $793,556 at 6%; with 100% employer match about $892,750 at 4% or $595,167 at 6%. |
| 2016 | 1 | 14 | $3,077,714 | $648,606 | $46,329iApproximate average salary by contribution assumption: employee only about $1,158,225 at 4% or $772,150 at 6%; with 50% employer match about $772,150 at 4% or $514,767 at 6%; with 100% employer match about $579,113 at 4% or $386,075 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 14 | $3,077,714 | $648,606 | $46,329iApproximate average salary by contribution assumption: employee only about $1,158,225 at 4% or $772,150 at 6%; with 50% employer match about $772,150 at 4% or $514,767 at 6%; with 100% employer match about $579,113 at 4% or $386,075 at 6%. |
| 2015 | 1 | 14 | $2,273,173 | $440,979 | $31,499iApproximate average salary by contribution assumption: employee only about $787,463 at 4% or $524,975 at 6%; with 50% employer match about $524,975 at 4% or $349,983 at 6%; with 100% employer match about $393,731 at 4% or $262,488 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 14 | $2,273,173 | $440,979 | $31,499iApproximate average salary by contribution assumption: employee only about $787,463 at 4% or $524,975 at 6%; with 50% employer match about $524,975 at 4% or $349,983 at 6%; with 100% employer match about $393,731 at 4% or $262,488 at 6%. |
| 2014 | 1 | 11 | $1,864,023 | $470,921 | $42,811iApproximate average salary by contribution assumption: employee only about $1,070,275 at 4% or $713,517 at 6%; with 50% employer match about $713,517 at 4% or $475,678 at 6%; with 100% employer match about $535,138 at 4% or $356,758 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 11 | $1,864,023 | $470,921 | $42,811iApproximate average salary by contribution assumption: employee only about $1,070,275 at 4% or $713,517 at 6%; with 50% employer match about $713,517 at 4% or $475,678 at 6%; with 100% employer match about $535,138 at 4% or $356,758 at 6%. |
| 2013 | 1 | 11 | $1,324,681 | $317,131 | $28,830iApproximate average salary by contribution assumption: employee only about $720,752 at 4% or $480,502 at 6%; with 50% employer match about $480,502 at 4% or $320,334 at 6%; with 100% employer match about $360,376 at 4% or $240,251 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 11 | $1,324,681 | $317,131 | $28,830iApproximate average salary by contribution assumption: employee only about $720,752 at 4% or $480,502 at 6%; with 50% employer match about $480,502 at 4% or $320,334 at 6%; with 100% employer match about $360,376 at 4% or $240,251 at 6%. |
| 2012 | 1 | 8 | $906,182 | $247,084 | $30,886iApproximate average salary by contribution assumption: employee only about $772,138 at 4% or $514,758 at 6%; with 50% employer match about $514,758 at 4% or $343,172 at 6%; with 100% employer match about $386,069 at 4% or $257,379 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 8 | $906,182 | $247,084 | $30,886iApproximate average salary by contribution assumption: employee only about $772,138 at 4% or $514,758 at 6%; with 50% employer match about $514,758 at 4% or $343,172 at 6%; with 100% employer match about $386,069 at 4% or $257,379 at 6%. |
| 2011 | 1 | 6 | $601,449 | $144,027 | $24,005iApproximate average salary by contribution assumption: employee only about $600,113 at 4% or $400,075 at 6%; with 50% employer match about $400,075 at 4% or $266,717 at 6%; with 100% employer match about $300,056 at 4% or $200,038 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 6 | $601,449 | $144,027 | $24,005iApproximate average salary by contribution assumption: employee only about $600,113 at 4% or $400,075 at 6%; with 50% employer match about $400,075 at 4% or $266,717 at 6%; with 100% employer match about $300,056 at 4% or $200,038 at 6%. |
| 2010 | 1 | 5 | $464,291 | $91,424 | $18,285iApproximate average salary by contribution assumption: employee only about $457,120 at 4% or $304,747 at 6%; with 50% employer match about $304,747 at 4% or $203,164 at 6%; with 100% employer match about $228,560 at 4% or $152,373 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 5 | $464,291 | $91,424 | $18,285iApproximate average salary by contribution assumption: employee only about $457,120 at 4% or $304,747 at 6%; with 50% employer match about $304,747 at 4% or $203,164 at 6%; with 100% employer match about $228,560 at 4% or $152,373 at 6%. |
| 2009 | 1 | 2 | $331,039 | $48,356 | $24,178iApproximate average salary by contribution assumption: employee only about $604,450 at 4% or $402,967 at 6%; with 50% employer match about $402,967 at 4% or $268,644 at 6%; with 100% employer match about $302,225 at 4% or $201,483 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 2 | $331,039 | $48,356 | $24,178iApproximate average salary by contribution assumption: employee only about $604,450 at 4% or $402,967 at 6%; with 50% employer match about $402,967 at 4% or $268,644 at 6%; with 100% employer match about $302,225 at 4% or $201,483 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Allocation Specialists Ltd Profit Sharing Plan | - | 0 | - | - | - |
| 2007 | 1 | 2 | $295,928 | $40,810 | $20,405iApproximate average salary by contribution assumption: employee only about $510,125 at 4% or $340,083 at 6%; with 50% employer match about $340,083 at 4% or $226,722 at 6%; with 100% employer match about $255,063 at 4% or $170,042 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 2 | $295,928 | $40,810 | $20,405iApproximate average salary by contribution assumption: employee only about $510,125 at 4% or $340,083 at 6%; with 50% employer match about $340,083 at 4% or $226,722 at 6%; with 100% employer match about $255,063 at 4% or $170,042 at 6%. |
| 2006 | 1 | 2 | $227,706 | $41,200 | $20,600iApproximate average salary by contribution assumption: employee only about $515,000 at 4% or $343,333 at 6%; with 50% employer match about $343,333 at 4% or $228,889 at 6%; with 100% employer match about $257,500 at 4% or $171,667 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 2 | $227,706 | $41,200 | $20,600iApproximate average salary by contribution assumption: employee only about $515,000 at 4% or $343,333 at 6%; with 50% employer match about $343,333 at 4% or $228,889 at 6%; with 100% employer match about $257,500 at 4% or $171,667 at 6%. |
| 2005 | 1 | 2 | $185,195 | $41,200 | $20,600iApproximate average salary by contribution assumption: employee only about $515,000 at 4% or $343,333 at 6%; with 50% employer match about $343,333 at 4% or $228,889 at 6%; with 100% employer match about $257,500 at 4% or $171,667 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 2 | $185,195 | $41,200 | $20,600iApproximate average salary by contribution assumption: employee only about $515,000 at 4% or $343,333 at 6%; with 50% employer match about $343,333 at 4% or $228,889 at 6%; with 100% employer match about $257,500 at 4% or $171,667 at 6%. |
| 2004 | 1 | 2 | $123,283 | $36,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 2 | $123,283 | $36,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2003 | 1 | 2 | $81,110 | $32,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 2 | $81,110 | $32,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2002 | 1 | 2 | $35,799 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Allocation Specialists Ltd Profit Sharing Plan | - | 2 | $35,799 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Allocation Specialists Ltd Profit Sharing Plan | - | 2 | - | - | - |