Civic Intelligence

Allman & Allman a Professional

Plan context: Allman & Allman a Professional 401(K) Profit Sharing Plan & Trust

EIN 81-0892435 • Palm Desert, CA • 9 filings • 2 plans

PO Box 3915Palm Desert, CA 92261
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$752,532

2024 Contributions

$81,756

Historical Graphs

Total Assets Over Time

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

$752,532$376,266$0201620202024YearValue
$752,532Latest year 2024

Participants Over Time

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

1050201620202024YearValue
6Latest 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
202416$752,532$81,756$13,626iApproximate average salary by contribution assumption: employee only about $340,650 at 4% or $227,100 at 6%; with 50% employer match about $227,100 at 4% or $151,400 at 6%; with 100% employer match about $170,325 at 4% or $113,550 at 6%.
Allman & Allman a Professional 401(K) Profit Sharing Plan & Trust-6$752,532$81,756$13,626iApproximate average salary by contribution assumption: employee only about $340,650 at 4% or $227,100 at 6%; with 50% employer match about $227,100 at 4% or $151,400 at 6%; with 100% employer match about $170,325 at 4% or $113,550 at 6%.
2023110$360,409$2,887$289iApproximate average salary by contribution assumption: employee only about $7,218 at 4% or $4,812 at 6%; with 50% employer match about $4,812 at 4% or $3,208 at 6%; with 100% employer match about $3,609 at 4% or $2,406 at 6%.
Allman & Allman a Professional 401(K) Profit Sharing Plan & Trust-10$360,409$2,887$289iApproximate average salary by contribution assumption: employee only about $7,218 at 4% or $4,812 at 6%; with 50% employer match about $4,812 at 4% or $3,208 at 6%; with 100% employer match about $3,609 at 4% or $2,406 at 6%.
202219$515,031$65,054$7,228iApproximate average salary by contribution assumption: employee only about $180,706 at 4% or $120,470 at 6%; with 50% employer match about $120,470 at 4% or $80,314 at 6%; with 100% employer match about $90,353 at 4% or $60,235 at 6%.
Allman & Allman a Professional 401(K) Profit Sharing Plan & Trust-9$515,031$65,054$7,228iApproximate average salary by contribution assumption: employee only about $180,706 at 4% or $120,470 at 6%; with 50% employer match about $120,470 at 4% or $80,314 at 6%; with 100% employer match about $90,353 at 4% or $60,235 at 6%.
202117$476,239$98,584$14,083iApproximate average salary by contribution assumption: employee only about $352,086 at 4% or $234,724 at 6%; with 50% employer match about $234,724 at 4% or $156,483 at 6%; with 100% employer match about $176,043 at 4% or $117,362 at 6%.
Allman & Allman a Professional 401(K) Profit Sharing Plan & Trust-7$476,239$98,584$14,083iApproximate average salary by contribution assumption: employee only about $352,086 at 4% or $234,724 at 6%; with 50% employer match about $234,724 at 4% or $156,483 at 6%; with 100% employer match about $176,043 at 4% or $117,362 at 6%.
202015$363,598$65,765$13,153iApproximate average salary by contribution assumption: employee only about $328,825 at 4% or $219,217 at 6%; with 50% employer match about $219,217 at 4% or $146,144 at 6%; with 100% employer match about $164,413 at 4% or $109,608 at 6%.
Allman & Allman a Professional 401(K) Profit Sharing Plan & Trust-5$363,598$65,765$13,153iApproximate average salary by contribution assumption: employee only about $328,825 at 4% or $219,217 at 6%; with 50% employer match about $219,217 at 4% or $146,144 at 6%; with 100% employer match about $164,413 at 4% or $109,608 at 6%.
201917$299,314$52,440$7,491iApproximate average salary by contribution assumption: employee only about $187,286 at 4% or $124,857 at 6%; with 50% employer match about $124,857 at 4% or $83,238 at 6%; with 100% employer match about $93,643 at 4% or $62,429 at 6%.
Allman & Allman a Professional 401(K) Profit Sharing Plan & Trust-7$299,314$52,440$7,491iApproximate average salary by contribution assumption: employee only about $187,286 at 4% or $124,857 at 6%; with 50% employer match about $124,857 at 4% or $83,238 at 6%; with 100% employer match about $93,643 at 4% or $62,429 at 6%.
201815$242,171$45,222$9,044iApproximate average salary by contribution assumption: employee only about $226,110 at 4% or $150,740 at 6%; with 50% employer match about $150,740 at 4% or $100,493 at 6%; with 100% employer match about $113,055 at 4% or $75,370 at 6%.
Allman & Allman a Professional 401(K) Profit Sharing Plan & Trust-5$242,171$45,222$9,044iApproximate average salary by contribution assumption: employee only about $226,110 at 4% or $150,740 at 6%; with 50% employer match about $150,740 at 4% or $100,493 at 6%; with 100% employer match about $113,055 at 4% or $75,370 at 6%.
201714$193,761$45,265$11,316iApproximate average salary by contribution assumption: employee only about $282,906 at 4% or $188,604 at 6%; with 50% employer match about $188,604 at 4% or $125,736 at 6%; with 100% employer match about $141,453 at 4% or $94,302 at 6%.
Allman & Allman a Professional 401(K) Profit Sharing Plan & Trust-4$193,761$45,265$11,316iApproximate average salary by contribution assumption: employee only about $282,906 at 4% or $188,604 at 6%; with 50% employer match about $188,604 at 4% or $125,736 at 6%; with 100% employer match about $141,453 at 4% or $94,302 at 6%.
201613$129,823$53,337$17,779iApproximate average salary by contribution assumption: employee only about $444,475 at 4% or $296,317 at 6%; with 50% employer match about $296,317 at 4% or $197,544 at 6%; with 100% employer match about $222,238 at 4% or $148,158 at 6%.
Allman & Allman a Professional 401(K) Profit Sharing Plan & Trust-3$129,823$53,337$17,779iApproximate average salary by contribution assumption: employee only about $444,475 at 4% or $296,317 at 6%; with 50% employer match about $296,317 at 4% or $197,544 at 6%; with 100% employer match about $222,238 at 4% or $148,158 at 6%.