Civic Intelligence

Align Financial Holdings LLC

Plan context: ALIGN FINANCIAL HOLDINGS

EIN 83-1262605 • 8 filings • 2 plans

Current Snapshot

Latest Year

2023

2023 Participants

503

2023 Assets

$16,427,490

2023 Contributions

$2,696,927

Historical Graphs

Total Assets Over Time

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

$17,716,346$8,858,173$0201920212022YearValue
$16,427,490Latest year 2022

Participants Over Time

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

5032520201920212022YearValue
503Latest year 2022

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
202310$0$0-
ALIGN FINANCIAL HOLDINGS-0---
20222503$16,427,490$2,696,927$5,362iApproximate average salary by contribution assumption: employee only about $134,042 at 4% or $89,361 at 6%; with 50% employer match about $89,361 at 4% or $59,574 at 6%; with 100% employer match about $67,021 at 4% or $44,681 at 6%.
ALIGN FINANCIAL HOLDINGS-251$16,427,490$2,696,927$10,745iApproximate average salary by contribution assumption: employee only about $268,618 at 4% or $179,079 at 6%; with 50% employer match about $179,079 at 4% or $119,386 at 6%; with 100% employer match about $134,309 at 4% or $89,539 at 6%.
Align Financial Holdings LLC Welfare Benefits Plan-503---
20212223$17,716,346$2,387,771$10,707iApproximate average salary by contribution assumption: employee only about $267,687 at 4% or $178,458 at 6%; with 50% employer match about $178,458 at 4% or $118,972 at 6%; with 100% employer match about $133,844 at 4% or $89,229 at 6%.
ALIGN FINANCIAL HOLDINGS-214$17,716,346$2,387,771$11,158iApproximate average salary by contribution assumption: employee only about $278,945 at 4% or $185,963 at 6%; with 50% employer match about $185,963 at 4% or $123,976 at 6%; with 100% employer match about $139,473 at 4% or $92,982 at 6%.
Align Financial Holdings LLC Welfare Benefits Plan-223---
20202220$13,213,909$2,257,115$10,260iApproximate average salary by contribution assumption: employee only about $256,490 at 4% or $170,994 at 6%; with 50% employer match about $170,994 at 4% or $113,996 at 6%; with 100% employer match about $128,245 at 4% or $85,497 at 6%.
ALIGN FINANCIAL HOLDINGS-218$13,213,909$2,257,115$10,354iApproximate average salary by contribution assumption: employee only about $258,843 at 4% or $172,562 at 6%; with 50% employer match about $172,562 at 4% or $115,042 at 6%; with 100% employer match about $129,422 at 4% or $86,281 at 6%.
Align Financial Holdings LLC Welfare Benefits Plan-220---
20191126$9,593,378$244,950$1,944iApproximate average salary by contribution assumption: employee only about $48,601 at 4% or $32,401 at 6%; with 50% employer match about $32,401 at 4% or $21,601 at 6%; with 100% employer match about $24,301 at 4% or $16,200 at 6%.
ALIGN FINANCIAL HOLDINGS-126$9,593,378$244,950$1,944iApproximate average salary by contribution assumption: employee only about $48,601 at 4% or $32,401 at 6%; with 50% employer match about $32,401 at 4% or $21,601 at 6%; with 100% employer match about $24,301 at 4% or $16,200 at 6%.