Alera Financial, LLC
Plan context: Alera Financial 401(K) Plan
EIN 83-0367879 • Raleigh, NC • 9 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
4
2016 Assets
$710
2016 Contributions
$40,689
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 4 | $710 | $0 | - |
| Alera Financial 401(K) Plan | - | 4 | $710 | - | - |
| 2015 | 1 | 4 | $693 | $0 | - |
| Alera Financial 401(K) Plan | - | 4 | $693 | - | - |
| 2014 | 1 | 4 | $706 | $0 | - |
| Alera Financial 401(K) Plan | - | 4 | $706 | - | - |
| 2013 | 1 | 4 | $703 | $0 | - |
| Alera Financial 401(K) Plan | - | 4 | $703 | - | - |
| 2012 | 1 | 4 | $621 | $0 | - |
| Alera Financial 401(K) Plan | - | 4 | $621 | - | - |
| 2010 | 1 | 25 | $324,371 | $0 | - |
| Alera Financial 401(K) Plan | - | 25 | $324,371 | - | - |
| 2009 | 1 | 0 | $400,029 | $40,689 | - |
| Alera Financial 401(K) Plan | - | 0 | $400,029 | $40,689 | - |
| 2008 | 1 | 228 | $565,656 | $156,455 | $686iApproximate average salary by contribution assumption: employee only about $17,155 at 4% or $11,437 at 6%; with 50% employer match about $11,437 at 4% or $7,625 at 6%; with 100% employer match about $8,578 at 4% or $5,718 at 6%. |
| Alera Financial 401(K) Plan | - | 228 | $565,656 | $156,455 | $686iApproximate average salary by contribution assumption: employee only about $17,155 at 4% or $11,437 at 6%; with 50% employer match about $11,437 at 4% or $7,625 at 6%; with 100% employer match about $8,578 at 4% or $5,718 at 6%. |
| 2007 | 1 | 74 | $607,628 | $44,511 | $602iApproximate average salary by contribution assumption: employee only about $15,038 at 4% or $10,025 at 6%; with 50% employer match about $10,025 at 4% or $6,683 at 6%; with 100% employer match about $7,519 at 4% or $5,013 at 6%. |
| Alera Financial 401(K) Plan | - | 74 | $607,628 | $44,511 | $602iApproximate average salary by contribution assumption: employee only about $15,038 at 4% or $10,025 at 6%; with 50% employer match about $10,025 at 4% or $6,683 at 6%; with 100% employer match about $7,519 at 4% or $5,013 at 6%. |