Civic Intelligence

Allegretti & Associates LLC

Plan context: ALLEGRETTI & ASSOCIATES, LLC 401(K) PLAN

EIN 85-1970235 • White Plains, NY • 11 filings • 4 plans

445 Hamilton Avenue11th FloorWhite Plains, NY 10601
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$302,972

2025 Contributions

$55,204

Historical Graphs

Total Assets Over Time

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

$1,172,359$586,180$0202020232025YearValue
$302,972Latest year 2025

Participants Over Time

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

210202020232025YearValue
2Latest year 2025

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
202512$302,972$55,204$27,602iApproximate average salary by contribution assumption: employee only about $690,050 at 4% or $460,033 at 6%; with 50% employer match about $460,033 at 4% or $306,689 at 6%; with 100% employer match about $345,025 at 4% or $230,017 at 6%.
ALLEGRETTI & ASSOCIATES, LLC 401(K) PLAN-2$302,972$55,204$27,602iApproximate average salary by contribution assumption: employee only about $690,050 at 4% or $460,033 at 6%; with 50% employer match about $460,033 at 4% or $306,689 at 6%; with 100% employer match about $345,025 at 4% or $230,017 at 6%.
202422$1,172,359$188,449$94,225iApproximate average salary by contribution assumption: employee only about $2,355,613 at 4% or $1,570,408 at 6%; with 50% employer match about $1,570,408 at 4% or $1,046,939 at 6%; with 100% employer match about $1,177,806 at 4% or $785,204 at 6%.
Allegretti & Associates LLC Cash Balance Plan-2$954,776$144,258$72,129iApproximate average salary by contribution assumption: employee only about $1,803,225 at 4% or $1,202,150 at 6%; with 50% employer match about $1,202,150 at 4% or $801,433 at 6%; with 100% employer match about $901,613 at 4% or $601,075 at 6%.
ALLEGRETTI & ASSOCIATES, LLC 401(K) PLAN-2$217,583$44,191$22,096iApproximate average salary by contribution assumption: employee only about $552,388 at 4% or $368,258 at 6%; with 50% employer match about $368,258 at 4% or $245,506 at 6%; with 100% employer match about $276,194 at 4% or $184,129 at 6%.
202322$939,252$145,797$72,899iApproximate average salary by contribution assumption: employee only about $1,822,463 at 4% or $1,214,975 at 6%; with 50% employer match about $1,214,975 at 4% or $809,983 at 6%; with 100% employer match about $911,231 at 4% or $607,488 at 6%.
Allegretti & Associates LLC Cash Balance Plan-2$759,860$88,589$44,295iApproximate average salary by contribution assumption: employee only about $1,107,363 at 4% or $738,242 at 6%; with 50% employer match about $738,242 at 4% or $492,161 at 6%; with 100% employer match about $553,681 at 4% or $369,121 at 6%.
ALLEGRETTI & ASSOCIATES, LLC 401(K) PLAN-2$179,392$57,208$28,604iApproximate average salary by contribution assumption: employee only about $715,100 at 4% or $476,733 at 6%; with 50% employer match about $476,733 at 4% or $317,822 at 6%; with 100% employer match about $357,550 at 4% or $238,367 at 6%.
202222$683,593$289,551$144,776iApproximate average salary by contribution assumption: employee only about $3,619,388 at 4% or $2,412,925 at 6%; with 50% employer match about $2,412,925 at 4% or $1,608,617 at 6%; with 100% employer match about $1,809,694 at 4% or $1,206,463 at 6%.
Allegretti & Associates LLC Cash Balance Plan-2$594,835$251,741$125,871iApproximate average salary by contribution assumption: employee only about $3,146,763 at 4% or $2,097,842 at 6%; with 50% employer match about $2,097,842 at 4% or $1,398,561 at 6%; with 100% employer match about $1,573,381 at 4% or $1,048,921 at 6%.
ALLEGRETTI AND ASSOCIATES, LLC 401(K) PLAN-2$88,758$37,810$18,905iApproximate average salary by contribution assumption: employee only about $472,625 at 4% or $315,083 at 6%; with 50% employer match about $315,083 at 4% or $210,056 at 6%; with 100% employer match about $236,313 at 4% or $157,542 at 6%.
202122$479,839$286,722$143,361iApproximate average salary by contribution assumption: employee only about $3,584,025 at 4% or $2,389,350 at 6%; with 50% employer match about $2,389,350 at 4% or $1,592,900 at 6%; with 100% employer match about $1,792,013 at 4% or $1,194,675 at 6%.
Allegretti & Associates LLC Cash Balance Plan-1$397,558$244,101$244,101iApproximate average salary by contribution assumption: employee only about $6,102,525 at 4% or $4,068,350 at 6%; with 50% employer match about $4,068,350 at 4% or $2,712,233 at 6%; with 100% employer match about $3,051,263 at 4% or $2,034,175 at 6%.
ALLEGRETTI AND ASSOCIATES, LLC 401(K) PLAN AND TRUST-2$82,281$42,621$21,311iApproximate average salary by contribution assumption: employee only about $532,763 at 4% or $355,175 at 6%; with 50% employer match about $355,175 at 4% or $236,783 at 6%; with 100% employer match about $266,381 at 4% or $177,588 at 6%.
202022$181,437$181,437$90,719iApproximate average salary by contribution assumption: employee only about $2,267,963 at 4% or $1,511,975 at 6%; with 50% employer match about $1,511,975 at 4% or $1,007,983 at 6%; with 100% employer match about $1,133,981 at 4% or $755,988 at 6%.
Allegretti & Associates LLC Cash Balance Plan-2$145,863$145,863$72,932iApproximate average salary by contribution assumption: employee only about $1,823,288 at 4% or $1,215,525 at 6%; with 50% employer match about $1,215,525 at 4% or $810,350 at 6%; with 100% employer match about $911,644 at 4% or $607,763 at 6%.
ALLEGRETTI AND ASSOCIATES, LLC 401(K) PLAN AND TRUST-2$35,574$35,574$17,787iApproximate average salary by contribution assumption: employee only about $444,675 at 4% or $296,450 at 6%; with 50% employer match about $296,450 at 4% or $197,633 at 6%; with 100% employer match about $222,338 at 4% or $148,225 at 6%.