Allocations Inc.
Plan context: Allocations 401(K) Plan
EIN 85-0884063 • Miami, FL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
28
2025 Assets
$852,669
2025 Contributions
$56,112
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 28 | $852,669 | $56,112 | $2,004iApproximate average salary by contribution assumption: employee only about $50,100 at 4% or $33,400 at 6%; with 50% employer match about $33,400 at 4% or $22,267 at 6%; with 100% employer match about $25,050 at 4% or $16,700 at 6%. |
| Allocations 401(K) Plan | - | 28 | $852,669 | $56,112 | $2,004iApproximate average salary by contribution assumption: employee only about $50,100 at 4% or $33,400 at 6%; with 50% employer match about $33,400 at 4% or $22,267 at 6%; with 100% employer match about $25,050 at 4% or $16,700 at 6%. |
| 2024 | 1 | 49 | $761,582 | $52,561 | $1,073iApproximate average salary by contribution assumption: employee only about $26,817 at 4% or $17,878 at 6%; with 50% employer match about $17,878 at 4% or $11,919 at 6%; with 100% employer match about $13,408 at 4% or $8,939 at 6%. |
| Allocations 401(K) Plan | - | 49 | $761,582 | $52,561 | $1,073iApproximate average salary by contribution assumption: employee only about $26,817 at 4% or $17,878 at 6%; with 50% employer match about $17,878 at 4% or $11,919 at 6%; with 100% employer match about $13,408 at 4% or $8,939 at 6%. |
| 2023 | 1 | 61 | $760,877 | $302,212 | $4,954iApproximate average salary by contribution assumption: employee only about $123,857 at 4% or $82,572 at 6%; with 50% employer match about $82,572 at 4% or $55,048 at 6%; with 100% employer match about $61,929 at 4% or $41,286 at 6%. |
| Allocations 401(K) Plan | - | 61 | $760,877 | $302,212 | $4,954iApproximate average salary by contribution assumption: employee only about $123,857 at 4% or $82,572 at 6%; with 50% employer match about $82,572 at 4% or $55,048 at 6%; with 100% employer match about $61,929 at 4% or $41,286 at 6%. |
| 2022 | 1 | 83 | $601,740 | $642,275 | $7,738iApproximate average salary by contribution assumption: employee only about $193,456 at 4% or $128,971 at 6%; with 50% employer match about $128,971 at 4% or $85,981 at 6%; with 100% employer match about $96,728 at 4% or $64,485 at 6%. |
| Allocations 401(K) Plan | - | 83 | $601,740 | $642,275 | $7,738iApproximate average salary by contribution assumption: employee only about $193,456 at 4% or $128,971 at 6%; with 50% employer match about $128,971 at 4% or $85,981 at 6%; with 100% employer match about $96,728 at 4% or $64,485 at 6%. |
| 2021 | 1 | 94 | $336,187 | $331,257 | $3,524iApproximate average salary by contribution assumption: employee only about $88,100 at 4% or $58,734 at 6%; with 50% employer match about $58,734 at 4% or $39,156 at 6%; with 100% employer match about $44,050 at 4% or $29,367 at 6%. |
| Allocations 401(K) Plan | - | 94 | $336,187 | $331,257 | $3,524iApproximate average salary by contribution assumption: employee only about $88,100 at 4% or $58,734 at 6%; with 50% employer match about $58,734 at 4% or $39,156 at 6%; with 100% employer match about $44,050 at 4% or $29,367 at 6%. |