Civic Intelligence

Dennis Allen Associates

Plan context: Dennis Allen Associates Employee Stock Ownership Plan

EIN 77-0101316 • Santa Barbara, CA • 41 filings • 4 plans

201 N Milpas StSanta Barbara, CA 93103
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$8,320,363

2024 Contributions

$573,379

Historical Graphs

Total Assets Over Time

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

$8,320,363$4,160,182$0200520152024YearValue
$8,320,363Latest year 2024

Participants Over Time

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

110550200520152024YearValue
52Latest 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
2024252$8,320,363$573,379$11,027iApproximate average salary by contribution assumption: employee only about $275,663 at 4% or $183,775 at 6%; with 50% employer match about $183,775 at 4% or $122,517 at 6%; with 100% employer match about $137,831 at 4% or $91,888 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-52$4,740,216$244,040$4,693iApproximate average salary by contribution assumption: employee only about $117,327 at 4% or $78,218 at 6%; with 50% employer match about $78,218 at 4% or $52,145 at 6%; with 100% employer match about $58,663 at 4% or $39,109 at 6%.
Dennis Allen Associates 401(K) Plan-34$3,580,147$329,339$9,686iApproximate average salary by contribution assumption: employee only about $242,161 at 4% or $161,441 at 6%; with 50% employer match about $161,441 at 4% or $107,627 at 6%; with 100% employer match about $121,081 at 4% or $80,720 at 6%.
2023256$6,990,017$482,168$8,610iApproximate average salary by contribution assumption: employee only about $215,254 at 4% or $143,502 at 6%; with 50% employer match about $143,502 at 4% or $95,668 at 6%; with 100% employer match about $107,627 at 4% or $71,751 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-55$4,091,753$214,040$3,892iApproximate average salary by contribution assumption: employee only about $97,291 at 4% or $64,861 at 6%; with 50% employer match about $64,861 at 4% or $43,240 at 6%; with 100% employer match about $48,645 at 4% or $32,430 at 6%.
Dennis Allen Associates 401(K) Plan-56$2,898,264$268,128$4,788iApproximate average salary by contribution assumption: employee only about $119,700 at 4% or $79,800 at 6%; with 50% employer match about $79,800 at 4% or $53,200 at 6%; with 100% employer match about $59,850 at 4% or $39,900 at 6%.
2022262$4,701,261$466,705$7,528iApproximate average salary by contribution assumption: employee only about $188,188 at 4% or $125,458 at 6%; with 50% employer match about $125,458 at 4% or $83,639 at 6%; with 100% employer match about $94,094 at 4% or $62,729 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-62$2,380,607$112,500$1,815iApproximate average salary by contribution assumption: employee only about $45,363 at 4% or $30,242 at 6%; with 50% employer match about $30,242 at 4% or $20,161 at 6%; with 100% employer match about $22,681 at 4% or $15,121 at 6%.
Dennis Allen Associates 401(K) Plan-55$2,320,654$354,205$6,440iApproximate average salary by contribution assumption: employee only about $161,002 at 4% or $107,335 at 6%; with 50% employer match about $107,335 at 4% or $71,557 at 6%; with 100% employer match about $80,501 at 4% or $53,667 at 6%.
2021259$4,661,324$315,428$5,346iApproximate average salary by contribution assumption: employee only about $133,656 at 4% or $89,104 at 6%; with 50% employer match about $89,104 at 4% or $59,403 at 6%; with 100% employer match about $66,828 at 4% or $44,552 at 6%.
Dennis Allen Associates 401(K) Plan-55$3,303,384$302,928$5,508iApproximate average salary by contribution assumption: employee only about $137,695 at 4% or $91,796 at 6%; with 50% employer match about $91,796 at 4% or $61,198 at 6%; with 100% employer match about $68,847 at 4% or $45,898 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-59$1,357,940$12,500$212iApproximate average salary by contribution assumption: employee only about $5,297 at 4% or $3,531 at 6%; with 50% employer match about $3,531 at 4% or $2,354 at 6%; with 100% employer match about $2,648 at 4% or $1,766 at 6%.
2020261$4,351,172$635,167$10,413iApproximate average salary by contribution assumption: employee only about $260,314 at 4% or $173,543 at 6%; with 50% employer match about $173,543 at 4% or $115,695 at 6%; with 100% employer match about $130,157 at 4% or $86,771 at 6%.
Dennis Allen Associates 401(K) Plan-48$2,708,251$255,167$5,316iApproximate average salary by contribution assumption: employee only about $132,899 at 4% or $88,600 at 6%; with 50% employer match about $88,600 at 4% or $59,066 at 6%; with 100% employer match about $66,450 at 4% or $44,300 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-61$1,642,921$380,000$6,230iApproximate average salary by contribution assumption: employee only about $155,738 at 4% or $103,825 at 6%; with 50% employer match about $103,825 at 4% or $69,217 at 6%; with 100% employer match about $77,869 at 4% or $51,913 at 6%.
2019265$3,989,524$222,036$3,416iApproximate average salary by contribution assumption: employee only about $85,398 at 4% or $56,932 at 6%; with 50% employer match about $56,932 at 4% or $37,955 at 6%; with 100% employer match about $42,699 at 4% or $28,466 at 6%.
Dennis Allen Associates 401(K) Plan-51$2,792,638$222,036$4,354iApproximate average salary by contribution assumption: employee only about $108,841 at 4% or $72,561 at 6%; with 50% employer match about $72,561 at 4% or $48,374 at 6%; with 100% employer match about $54,421 at 4% or $36,280 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-65$1,196,886--
2018383$3,736,302$237,092$2,857iApproximate average salary by contribution assumption: employee only about $71,413 at 4% or $47,609 at 6%; with 50% employer match about $47,609 at 4% or $31,739 at 6%; with 100% employer match about $35,707 at 4% or $23,804 at 6%.
Dennis Allen Associates 401(K) Plan-47$2,678,396$237,092$5,045iApproximate average salary by contribution assumption: employee only about $126,113 at 4% or $84,075 at 6%; with 50% employer match about $84,075 at 4% or $56,050 at 6%; with 100% employer match about $63,056 at 4% or $42,038 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-79$1,057,906--
DENNIS ALLEN & ASSOCIATES HEALTH & WELFARE-83---
20173110$4,670,608$480,526$4,368iApproximate average salary by contribution assumption: employee only about $109,210 at 4% or $72,807 at 6%; with 50% employer match about $72,807 at 4% or $48,538 at 6%; with 100% employer match about $54,605 at 4% or $36,403 at 6%.
Dennis Allen Associates 401(K) Plan-56$3,193,863$480,526$8,581iApproximate average salary by contribution assumption: employee only about $214,521 at 4% or $143,014 at 6%; with 50% employer match about $143,014 at 4% or $95,342 at 6%; with 100% employer match about $107,260 at 4% or $71,507 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-76$1,476,745--
DENNIS ALLEN & ASSOCIATES HEALTH & WELFARE-110---
2016282$4,708,647$1,037,254$12,649iApproximate average salary by contribution assumption: employee only about $316,236 at 4% or $210,824 at 6%; with 50% employer match about $210,824 at 4% or $140,549 at 6%; with 100% employer match about $158,118 at 4% or $105,412 at 6%.
Dennis Allen Associates 401(K) Plan-51$2,545,389$437,254$8,574iApproximate average salary by contribution assumption: employee only about $214,340 at 4% or $142,893 at 6%; with 50% employer match about $142,893 at 4% or $95,262 at 6%; with 100% employer match about $107,170 at 4% or $71,447 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-82$2,163,258$600,000$7,317iApproximate average salary by contribution assumption: employee only about $182,927 at 4% or $121,951 at 6%; with 50% employer match about $121,951 at 4% or $81,301 at 6%; with 100% employer match about $91,463 at 4% or $60,976 at 6%.
20152100$3,631,739$359,383$3,594iApproximate average salary by contribution assumption: employee only about $89,846 at 4% or $59,897 at 6%; with 50% employer match about $59,897 at 4% or $39,931 at 6%; with 100% employer match about $44,923 at 4% or $29,949 at 6%.
Dennis Allen Associates 401(K) Plan-100$2,128,008$359,383$3,594iApproximate average salary by contribution assumption: employee only about $89,846 at 4% or $59,897 at 6%; with 50% employer match about $59,897 at 4% or $39,931 at 6%; with 100% employer match about $44,923 at 4% or $29,949 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-72$1,503,731--
2014293$4,336,590$469,201$5,045iApproximate average salary by contribution assumption: employee only about $126,129 at 4% or $84,086 at 6%; with 50% employer match about $84,086 at 4% or $56,057 at 6%; with 100% employer match about $63,065 at 4% or $42,043 at 6%.
Dennis Allen Associates 401(K) Plan-93$2,328,275$269,201$2,895iApproximate average salary by contribution assumption: employee only about $72,366 at 4% or $48,244 at 6%; with 50% employer match about $48,244 at 4% or $32,163 at 6%; with 100% employer match about $36,183 at 4% or $24,122 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-78$2,008,315$200,000$2,564iApproximate average salary by contribution assumption: employee only about $64,103 at 4% or $42,735 at 6%; with 50% employer match about $42,735 at 4% or $28,490 at 6%; with 100% employer match about $32,051 at 4% or $21,368 at 6%.
2013282$4,092,069$525,312$6,406iApproximate average salary by contribution assumption: employee only about $160,156 at 4% or $106,771 at 6%; with 50% employer match about $106,771 at 4% or $71,180 at 6%; with 100% employer match about $80,078 at 4% or $53,385 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-82$2,060,197$390,000$4,756iApproximate average salary by contribution assumption: employee only about $118,902 at 4% or $79,268 at 6%; with 50% employer match about $79,268 at 4% or $52,846 at 6%; with 100% employer match about $59,451 at 4% or $39,634 at 6%.
Dennis Allen Associates 401(K) Plan-70$2,031,872$135,312$1,933iApproximate average salary by contribution assumption: employee only about $48,326 at 4% or $32,217 at 6%; with 50% employer match about $32,217 at 4% or $21,478 at 6%; with 100% employer match about $24,163 at 4% or $16,109 at 6%.
2012253$3,342,785$164,790$3,109iApproximate average salary by contribution assumption: employee only about $77,731 at 4% or $51,821 at 6%; with 50% employer match about $51,821 at 4% or $34,547 at 6%; with 100% employer match about $38,866 at 4% or $25,910 at 6%.
Dennis Allen Associates 401(K) Plan-53$1,733,694$164,790$3,109iApproximate average salary by contribution assumption: employee only about $77,731 at 4% or $51,821 at 6%; with 50% employer match about $51,821 at 4% or $34,547 at 6%; with 100% employer match about $38,866 at 4% or $25,910 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-53$1,609,091--
2011251$3,132,872$162,742$3,191iApproximate average salary by contribution assumption: employee only about $79,775 at 4% or $53,184 at 6%; with 50% employer match about $53,184 at 4% or $35,456 at 6%; with 100% employer match about $39,888 at 4% or $26,592 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-49$1,579,547--
Dennis Allen Associates 401(K) Plan-51$1,553,325$162,742$3,191iApproximate average salary by contribution assumption: employee only about $79,775 at 4% or $53,184 at 6%; with 50% employer match about $53,184 at 4% or $35,456 at 6%; with 100% employer match about $39,888 at 4% or $26,592 at 6%.
2010263$2,569,238$334,146$5,304iApproximate average salary by contribution assumption: employee only about $132,598 at 4% or $88,398 at 6%; with 50% employer match about $88,398 at 4% or $58,932 at 6%; with 100% employer match about $66,299 at 4% or $44,199 at 6%.
Dennis Allen Associates 401(K) Plan-63$1,536,628$234,146$3,717iApproximate average salary by contribution assumption: employee only about $92,915 at 4% or $61,943 at 6%; with 50% employer match about $61,943 at 4% or $41,296 at 6%; with 100% employer match about $46,458 at 4% or $30,972 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-58$1,032,610$100,000$1,724iApproximate average salary by contribution assumption: employee only about $43,103 at 4% or $28,736 at 6%; with 50% employer match about $28,736 at 4% or $19,157 at 6%; with 100% employer match about $21,552 at 4% or $14,368 at 6%.
2009258$2,177,497$405,304$6,988iApproximate average salary by contribution assumption: employee only about $174,700 at 4% or $116,467 at 6%; with 50% employer match about $116,467 at 4% or $77,644 at 6%; with 100% employer match about $87,350 at 4% or $58,233 at 6%.
Dennis Allen Associates 401(K) Plan-58$1,252,482$205,304$3,540iApproximate average salary by contribution assumption: employee only about $88,493 at 4% or $58,995 at 6%; with 50% employer match about $58,995 at 4% or $39,330 at 6%; with 100% employer match about $44,247 at 4% or $29,498 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-57$925,015$200,000$3,509iApproximate average salary by contribution assumption: employee only about $87,719 at 4% or $58,480 at 6%; with 50% employer match about $58,480 at 4% or $38,986 at 6%; with 100% employer match about $43,860 at 4% or $29,240 at 6%.
2008262$800,751$202,837$3,272iApproximate average salary by contribution assumption: employee only about $81,789 at 4% or $54,526 at 6%; with 50% employer match about $54,526 at 4% or $36,351 at 6%; with 100% employer match about $40,895 at 4% or $27,263 at 6%.
Dennis Allen Associates 401(K) Plan-62$800,751$202,837$3,272iApproximate average salary by contribution assumption: employee only about $81,789 at 4% or $54,526 at 6%; with 50% employer match about $54,526 at 4% or $36,351 at 6%; with 100% employer match about $40,895 at 4% or $27,263 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-58---
2007275$1,076,070$295,952$3,946iApproximate average salary by contribution assumption: employee only about $98,651 at 4% or $65,767 at 6%; with 50% employer match about $65,767 at 4% or $43,845 at 6%; with 100% employer match about $49,325 at 4% or $32,884 at 6%.
Dennis Allen Associates 401(K) Plan-49$1,076,070$295,952$6,040iApproximate average salary by contribution assumption: employee only about $150,996 at 4% or $100,664 at 6%; with 50% employer match about $100,664 at 4% or $67,109 at 6%; with 100% employer match about $75,498 at 4% or $50,332 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-75---
2006274$1,158,963$726,038$9,811iApproximate average salary by contribution assumption: employee only about $245,283 at 4% or $163,522 at 6%; with 50% employer match about $163,522 at 4% or $109,015 at 6%; with 100% employer match about $122,642 at 4% or $81,761 at 6%.
Dennis Allen Associates 401(K) Plan-62$758,963$326,038$5,259iApproximate average salary by contribution assumption: employee only about $131,467 at 4% or $87,645 at 6%; with 50% employer match about $87,645 at 4% or $58,430 at 6%; with 100% employer match about $65,733 at 4% or $43,822 at 6%.
Dennis Allen Associates Employee Stock Ownership Plan-74$400,000$400,000$5,405iApproximate average salary by contribution assumption: employee only about $135,135 at 4% or $90,090 at 6%; with 50% employer match about $90,090 at 4% or $60,060 at 6%; with 100% employer match about $67,568 at 4% or $45,045 at 6%.
2005150$406,767$403,874$8,077iApproximate average salary by contribution assumption: employee only about $201,937 at 4% or $134,625 at 6%; with 50% employer match about $134,625 at 4% or $89,750 at 6%; with 100% employer match about $100,968 at 4% or $67,312 at 6%.
Dennis Allen Associates 401(K) Plan-50$406,767$403,874$8,077iApproximate average salary by contribution assumption: employee only about $201,937 at 4% or $134,625 at 6%; with 50% employer match about $134,625 at 4% or $89,750 at 6%; with 100% employer match about $100,968 at 4% or $67,312 at 6%.