Civic Intelligence

Allana, Buick & Bers Inc.

Plan context: Allana, Buick & Bers Inc. 401(K) Plan

EIN 77-0380827 • Palo Alto, CA • 26 filings • 6 plans

990 Commercial StreetPalo Alto, CA 94303
Current Snapshot

Latest Year

2024

2024 Participants

234

2024 Assets

$19,030,600

2024 Contributions

$2,167,417

Historical Graphs

Total Assets Over Time

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

$19,030,600$9,515,300$0200320152024YearValue
$19,030,600Latest year 2024

Participants Over Time

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

2341170200320142024YearValue
234Latest 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
20242234$19,030,600$2,167,417$9,262iApproximate average salary by contribution assumption: employee only about $231,562 at 4% or $154,374 at 6%; with 50% employer match about $154,374 at 4% or $102,916 at 6%; with 100% employer match about $115,781 at 4% or $77,187 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-234$19,030,600$2,167,417$9,262iApproximate average salary by contribution assumption: employee only about $231,562 at 4% or $154,374 at 6%; with 50% employer match about $154,374 at 4% or $102,916 at 6%; with 100% employer match about $115,781 at 4% or $77,187 at 6%.
Allana, Buick & Bers Inc. Health and Welfare Plan-224---
20232218$16,737,292$2,524,333$11,580iApproximate average salary by contribution assumption: employee only about $289,488 at 4% or $192,992 at 6%; with 50% employer match about $192,992 at 4% or $128,661 at 6%; with 100% employer match about $144,744 at 4% or $96,496 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-202$16,737,292$2,524,333$12,497iApproximate average salary by contribution assumption: employee only about $312,417 at 4% or $208,278 at 6%; with 50% employer match about $208,278 at 4% or $138,852 at 6%; with 100% employer match about $156,209 at 4% or $104,139 at 6%.
Allana, Buick & Bers Inc. Health and Welfare Plan-218---
20222209$14,772,528$3,076,569$14,720iApproximate average salary by contribution assumption: employee only about $368,011 at 4% or $245,340 at 6%; with 50% employer match about $245,340 at 4% or $163,560 at 6%; with 100% employer match about $184,005 at 4% or $122,670 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-201$14,772,528$3,076,569$15,306iApproximate average salary by contribution assumption: employee only about $382,658 at 4% or $255,105 at 6%; with 50% employer match about $255,105 at 4% or $170,070 at 6%; with 100% employer match about $191,329 at 4% or $127,553 at 6%.
Allana, Buick & Bers Inc. Health and Welfare Plan-209---
20212187$14,719,162$1,630,899$8,721iApproximate average salary by contribution assumption: employee only about $218,035 at 4% or $145,356 at 6%; with 50% employer match about $145,356 at 4% or $96,904 at 6%; with 100% employer match about $109,017 at 4% or $72,678 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-179$14,719,162$1,630,899$9,111iApproximate average salary by contribution assumption: employee only about $227,779 at 4% or $151,853 at 6%; with 50% employer match about $151,853 at 4% or $101,235 at 6%; with 100% employer match about $113,890 at 4% or $75,926 at 6%.
Allana, Buick & Bers Inc. Health and Welfare Plan-187---
20201158$12,742,513$1,177,488$7,452iApproximate average salary by contribution assumption: employee only about $186,311 at 4% or $124,208 at 6%; with 50% employer match about $124,208 at 4% or $82,805 at 6%; with 100% employer match about $93,156 at 4% or $62,104 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-158$12,742,513$1,177,488$7,452iApproximate average salary by contribution assumption: employee only about $186,311 at 4% or $124,208 at 6%; with 50% employer match about $124,208 at 4% or $82,805 at 6%; with 100% employer match about $93,156 at 4% or $62,104 at 6%.
20191166$8,950,803$932,971$5,620iApproximate average salary by contribution assumption: employee only about $140,508 at 4% or $93,672 at 6%; with 50% employer match about $93,672 at 4% or $62,448 at 6%; with 100% employer match about $70,254 at 4% or $46,836 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-166$8,950,803$932,971$5,620iApproximate average salary by contribution assumption: employee only about $140,508 at 4% or $93,672 at 6%; with 50% employer match about $93,672 at 4% or $62,448 at 6%; with 100% employer match about $70,254 at 4% or $46,836 at 6%.
20181124$6,982,388$899,199$7,252iApproximate average salary by contribution assumption: employee only about $181,290 at 4% or $120,860 at 6%; with 50% employer match about $120,860 at 4% or $80,573 at 6%; with 100% employer match about $90,645 at 4% or $60,430 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-124$6,982,388$899,199$7,252iApproximate average salary by contribution assumption: employee only about $181,290 at 4% or $120,860 at 6%; with 50% employer match about $120,860 at 4% or $80,573 at 6%; with 100% employer match about $90,645 at 4% or $60,430 at 6%.
20171111$6,678,254$711,231$6,407iApproximate average salary by contribution assumption: employee only about $160,187 at 4% or $106,791 at 6%; with 50% employer match about $106,791 at 4% or $71,194 at 6%; with 100% employer match about $80,094 at 4% or $53,396 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-111$6,678,254$711,231$6,407iApproximate average salary by contribution assumption: employee only about $160,187 at 4% or $106,791 at 6%; with 50% employer match about $106,791 at 4% or $71,194 at 6%; with 100% employer match about $80,094 at 4% or $53,396 at 6%.
20161102$5,363,983$646,049$6,334iApproximate average salary by contribution assumption: employee only about $158,345 at 4% or $105,564 at 6%; with 50% employer match about $105,564 at 4% or $70,376 at 6%; with 100% employer match about $79,173 at 4% or $52,782 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-102$5,363,983$646,049$6,334iApproximate average salary by contribution assumption: employee only about $158,345 at 4% or $105,564 at 6%; with 50% employer match about $105,564 at 4% or $70,376 at 6%; with 100% employer match about $79,173 at 4% or $52,782 at 6%.
2015187$4,863,973$1,191,760$13,698iApproximate average salary by contribution assumption: employee only about $342,460 at 4% or $228,307 at 6%; with 50% employer match about $228,307 at 4% or $152,204 at 6%; with 100% employer match about $171,230 at 4% or $114,153 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-87$4,863,973$1,191,760$13,698iApproximate average salary by contribution assumption: employee only about $342,460 at 4% or $228,307 at 6%; with 50% employer match about $228,307 at 4% or $152,204 at 6%; with 100% employer match about $171,230 at 4% or $114,153 at 6%.
2014179$4,181,626$482,884$6,112iApproximate average salary by contribution assumption: employee only about $152,811 at 4% or $101,874 at 6%; with 50% employer match about $101,874 at 4% or $67,916 at 6%; with 100% employer match about $76,406 at 4% or $50,937 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-79$4,181,626$482,884$6,112iApproximate average salary by contribution assumption: employee only about $152,811 at 4% or $101,874 at 6%; with 50% employer match about $101,874 at 4% or $67,916 at 6%; with 100% employer match about $76,406 at 4% or $50,937 at 6%.
2013186$4,309,887$504,877$5,871iApproximate average salary by contribution assumption: employee only about $146,767 at 4% or $97,844 at 6%; with 50% employer match about $97,844 at 4% or $65,230 at 6%; with 100% employer match about $73,383 at 4% or $48,922 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-86$4,309,887$504,877$5,871iApproximate average salary by contribution assumption: employee only about $146,767 at 4% or $97,844 at 6%; with 50% employer match about $97,844 at 4% or $65,230 at 6%; with 100% employer match about $73,383 at 4% or $48,922 at 6%.
2012174$3,832,083$412,273$5,571iApproximate average salary by contribution assumption: employee only about $139,281 at 4% or $92,854 at 6%; with 50% employer match about $92,854 at 4% or $61,903 at 6%; with 100% employer match about $69,641 at 4% or $46,427 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-74$3,832,083$412,273$5,571iApproximate average salary by contribution assumption: employee only about $139,281 at 4% or $92,854 at 6%; with 50% employer match about $92,854 at 4% or $61,903 at 6%; with 100% employer match about $69,641 at 4% or $46,427 at 6%.
2011183$3,093,665$434,374$5,233iApproximate average salary by contribution assumption: employee only about $130,836 at 4% or $87,224 at 6%; with 50% employer match about $87,224 at 4% or $58,149 at 6%; with 100% employer match about $65,418 at 4% or $43,612 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-83$3,093,665$434,374$5,233iApproximate average salary by contribution assumption: employee only about $130,836 at 4% or $87,224 at 6%; with 50% employer match about $87,224 at 4% or $58,149 at 6%; with 100% employer match about $65,418 at 4% or $43,612 at 6%.
2010173$3,089,816$467,906$6,410iApproximate average salary by contribution assumption: employee only about $160,242 at 4% or $106,828 at 6%; with 50% employer match about $106,828 at 4% or $71,219 at 6%; with 100% employer match about $80,121 at 4% or $53,414 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-73$3,089,816$467,906$6,410iApproximate average salary by contribution assumption: employee only about $160,242 at 4% or $106,828 at 6%; with 50% employer match about $106,828 at 4% or $71,219 at 6%; with 100% employer match about $80,121 at 4% or $53,414 at 6%.
2009170$2,313,008$427,364$6,105iApproximate average salary by contribution assumption: employee only about $152,630 at 4% or $101,753 at 6%; with 50% employer match about $101,753 at 4% or $67,836 at 6%; with 100% employer match about $76,315 at 4% or $50,877 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-70$2,313,008$427,364$6,105iApproximate average salary by contribution assumption: employee only about $152,630 at 4% or $101,753 at 6%; with 50% employer match about $101,753 at 4% or $67,836 at 6%; with 100% employer match about $76,315 at 4% or $50,877 at 6%.
2008184$0$0-
Allana, Buick & Bers Inc. 401(K) Plan-84---
2007176$0$0-
Allana, Buick & Bers Inc. 401(K) Plan-76---
2006141$1,385,510$305,986$7,463iApproximate average salary by contribution assumption: employee only about $186,577 at 4% or $124,385 at 6%; with 50% employer match about $124,385 at 4% or $82,923 at 6%; with 100% employer match about $93,288 at 4% or $62,192 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-41$1,385,510$305,986$7,463iApproximate average salary by contribution assumption: employee only about $186,577 at 4% or $124,385 at 6%; with 50% employer match about $124,385 at 4% or $82,923 at 6%; with 100% employer match about $93,288 at 4% or $62,192 at 6%.
2005125$930,533$150,089$6,004iApproximate average salary by contribution assumption: employee only about $150,089 at 4% or $100,059 at 6%; with 50% employer match about $100,059 at 4% or $66,706 at 6%; with 100% employer match about $75,045 at 4% or $50,030 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-25$930,533$150,089$6,004iApproximate average salary by contribution assumption: employee only about $150,089 at 4% or $100,059 at 6%; with 50% employer match about $100,059 at 4% or $66,706 at 6%; with 100% employer match about $75,045 at 4% or $50,030 at 6%.
2004118$753,662$392,206$21,789iApproximate average salary by contribution assumption: employee only about $544,731 at 4% or $363,154 at 6%; with 50% employer match about $363,154 at 4% or $242,102 at 6%; with 100% employer match about $272,365 at 4% or $181,577 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-18$753,662$392,206$21,789iApproximate average salary by contribution assumption: employee only about $544,731 at 4% or $363,154 at 6%; with 50% employer match about $363,154 at 4% or $242,102 at 6%; with 100% employer match about $272,365 at 4% or $181,577 at 6%.
2003116$330,644$113,941$7,121iApproximate average salary by contribution assumption: employee only about $178,033 at 4% or $118,689 at 6%; with 50% employer match about $118,689 at 4% or $79,126 at 6%; with 100% employer match about $89,016 at 4% or $59,344 at 6%.
Allana, Buick & Bers Inc. 401(K) Plan-16$330,644$113,941$7,121iApproximate average salary by contribution assumption: employee only about $178,033 at 4% or $118,689 at 6%; with 50% employer match about $118,689 at 4% or $79,126 at 6%; with 100% employer match about $89,016 at 4% or $59,344 at 6%.