Civic Intelligence

Alerion Capital Group LLC

Plan context: Alerion Capital Group 401(K) Plan

EIN 86-0948199 • Scottsdale, AZ • 24 filings • 6 plans

7702 E Doubletree Ranch RoadSuite 350Scottsdale, AZ 85258
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,446,868

2024 Contributions

$51,579

Historical Graphs

Total Assets Over Time

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

$1,446,868$723,434$0200020132024YearValue
$1,446,868Latest year 2024

Participants Over Time

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

320200020132024YearValue
2Latest 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
202412$1,446,868$51,579$25,790iApproximate average salary by contribution assumption: employee only about $644,738 at 4% or $429,825 at 6%; with 50% employer match about $429,825 at 4% or $286,550 at 6%; with 100% employer match about $322,369 at 4% or $214,913 at 6%.
Alerion Capital Group 401(K) Plan-2$1,446,868$51,579$25,790iApproximate average salary by contribution assumption: employee only about $644,738 at 4% or $429,825 at 6%; with 50% employer match about $429,825 at 4% or $286,550 at 6%; with 100% employer match about $322,369 at 4% or $214,913 at 6%.
202312$1,232,258$53,175$26,588iApproximate average salary by contribution assumption: employee only about $664,688 at 4% or $443,125 at 6%; with 50% employer match about $443,125 at 4% or $295,417 at 6%; with 100% employer match about $332,344 at 4% or $221,563 at 6%.
Alerion Capital Group 401(K) Plan-2$1,232,258$53,175$26,588iApproximate average salary by contribution assumption: employee only about $664,688 at 4% or $443,125 at 6%; with 50% employer match about $443,125 at 4% or $295,417 at 6%; with 100% employer match about $332,344 at 4% or $221,563 at 6%.
202212$1,016,577$45,286$22,643iApproximate average salary by contribution assumption: employee only about $566,075 at 4% or $377,383 at 6%; with 50% employer match about $377,383 at 4% or $251,589 at 6%; with 100% employer match about $283,038 at 4% or $188,692 at 6%.
Alerion Capital Group 401(K) Plan-2$1,016,577$45,286$22,643iApproximate average salary by contribution assumption: employee only about $566,075 at 4% or $377,383 at 6%; with 50% employer match about $377,383 at 4% or $251,589 at 6%; with 100% employer match about $283,038 at 4% or $188,692 at 6%.
202112$1,116,689$45,586$22,793iApproximate average salary by contribution assumption: employee only about $569,825 at 4% or $379,883 at 6%; with 50% employer match about $379,883 at 4% or $253,256 at 6%; with 100% employer match about $284,913 at 4% or $189,942 at 6%.
Alerion Capital Group 401(K) Plan-2$1,116,689$45,586$22,793iApproximate average salary by contribution assumption: employee only about $569,825 at 4% or $379,883 at 6%; with 50% employer match about $379,883 at 4% or $253,256 at 6%; with 100% employer match about $284,913 at 4% or $189,942 at 6%.
202012$949,609$50,295$25,148iApproximate average salary by contribution assumption: employee only about $628,688 at 4% or $419,125 at 6%; with 50% employer match about $419,125 at 4% or $279,417 at 6%; with 100% employer match about $314,344 at 4% or $209,563 at 6%.
Alerion Capital Group 401(K) Plan-2$949,609$50,295$25,148iApproximate average salary by contribution assumption: employee only about $628,688 at 4% or $419,125 at 6%; with 50% employer match about $419,125 at 4% or $279,417 at 6%; with 100% employer match about $314,344 at 4% or $209,563 at 6%.
201912$806,589$46,510$23,255iApproximate average salary by contribution assumption: employee only about $581,375 at 4% or $387,583 at 6%; with 50% employer match about $387,583 at 4% or $258,389 at 6%; with 100% employer match about $290,688 at 4% or $193,792 at 6%.
Alerion Capital Group 401(K) Plan-2$806,589$46,510$23,255iApproximate average salary by contribution assumption: employee only about $581,375 at 4% or $387,583 at 6%; with 50% employer match about $387,583 at 4% or $258,389 at 6%; with 100% employer match about $290,688 at 4% or $193,792 at 6%.
201812$652,432$46,495$23,248iApproximate average salary by contribution assumption: employee only about $581,188 at 4% or $387,458 at 6%; with 50% employer match about $387,458 at 4% or $258,306 at 6%; with 100% employer match about $290,594 at 4% or $193,729 at 6%.
Alerion Capital Group 401(K) Plan-2$652,432$46,495$23,248iApproximate average salary by contribution assumption: employee only about $581,188 at 4% or $387,458 at 6%; with 50% employer match about $387,458 at 4% or $258,306 at 6%; with 100% employer match about $290,594 at 4% or $193,729 at 6%.
201712$607,489$45,831$22,916iApproximate average salary by contribution assumption: employee only about $572,888 at 4% or $381,925 at 6%; with 50% employer match about $381,925 at 4% or $254,617 at 6%; with 100% employer match about $286,444 at 4% or $190,963 at 6%.
Alerion Capital Group 401(K) Plan-2$607,489$45,831$22,916iApproximate average salary by contribution assumption: employee only about $572,888 at 4% or $381,925 at 6%; with 50% employer match about $381,925 at 4% or $254,617 at 6%; with 100% employer match about $286,444 at 4% or $190,963 at 6%.
201612$491,722$50,174$25,087iApproximate average salary by contribution assumption: employee only about $627,175 at 4% or $418,117 at 6%; with 50% employer match about $418,117 at 4% or $278,744 at 6%; with 100% employer match about $313,588 at 4% or $209,058 at 6%.
Alerion Capital Group 401(K) Plan-2$491,722$50,174$25,087iApproximate average salary by contribution assumption: employee only about $627,175 at 4% or $418,117 at 6%; with 50% employer match about $418,117 at 4% or $278,744 at 6%; with 100% employer match about $313,588 at 4% or $209,058 at 6%.
201513$451,835$54,185$18,062iApproximate average salary by contribution assumption: employee only about $451,542 at 4% or $301,028 at 6%; with 50% employer match about $301,028 at 4% or $200,685 at 6%; with 100% employer match about $225,771 at 4% or $150,514 at 6%.
Alerion Capital Group 401(K) Plan-3$451,835$54,185$18,062iApproximate average salary by contribution assumption: employee only about $451,542 at 4% or $301,028 at 6%; with 50% employer match about $301,028 at 4% or $200,685 at 6%; with 100% employer match about $225,771 at 4% or $150,514 at 6%.
201413$396,817$51,974$17,325iApproximate average salary by contribution assumption: employee only about $433,117 at 4% or $288,744 at 6%; with 50% employer match about $288,744 at 4% or $192,496 at 6%; with 100% employer match about $216,558 at 4% or $144,372 at 6%.
Alerion Capital Group 401(K) Plan-3$396,817$51,974$17,325iApproximate average salary by contribution assumption: employee only about $433,117 at 4% or $288,744 at 6%; with 50% employer match about $288,744 at 4% or $192,496 at 6%; with 100% employer match about $216,558 at 4% or $144,372 at 6%.
201313$333,007$47,317$15,772iApproximate average salary by contribution assumption: employee only about $394,308 at 4% or $262,872 at 6%; with 50% employer match about $262,872 at 4% or $175,248 at 6%; with 100% employer match about $197,154 at 4% or $131,436 at 6%.
Alerion Capital Group 401(K) Plan-3$333,007$47,317$15,772iApproximate average salary by contribution assumption: employee only about $394,308 at 4% or $262,872 at 6%; with 50% employer match about $262,872 at 4% or $175,248 at 6%; with 100% employer match about $197,154 at 4% or $131,436 at 6%.
201213$250,173$44,066$14,689iApproximate average salary by contribution assumption: employee only about $367,217 at 4% or $244,811 at 6%; with 50% employer match about $244,811 at 4% or $163,207 at 6%; with 100% employer match about $183,608 at 4% or $122,406 at 6%.
Alerion Capital Group 401(K) Plan-3$250,173$44,066$14,689iApproximate average salary by contribution assumption: employee only about $367,217 at 4% or $244,811 at 6%; with 50% employer match about $244,811 at 4% or $163,207 at 6%; with 100% employer match about $183,608 at 4% or $122,406 at 6%.
201113$189,540$34,118$11,373iApproximate average salary by contribution assumption: employee only about $284,317 at 4% or $189,544 at 6%; with 50% employer match about $189,544 at 4% or $126,363 at 6%; with 100% employer match about $142,158 at 4% or $94,772 at 6%.
Alerion Capital Group 401(K) Plan-3$189,540$34,118$11,373iApproximate average salary by contribution assumption: employee only about $284,317 at 4% or $189,544 at 6%; with 50% employer match about $189,544 at 4% or $126,363 at 6%; with 100% employer match about $142,158 at 4% or $94,772 at 6%.
201013$155,963$27,676$9,225iApproximate average salary by contribution assumption: employee only about $230,633 at 4% or $153,756 at 6%; with 50% employer match about $153,756 at 4% or $102,504 at 6%; with 100% employer match about $115,317 at 4% or $76,878 at 6%.
Alerion Capital Group 401(K) Plan-3$155,963$27,676$9,225iApproximate average salary by contribution assumption: employee only about $230,633 at 4% or $153,756 at 6%; with 50% employer match about $153,756 at 4% or $102,504 at 6%; with 100% employer match about $115,317 at 4% or $76,878 at 6%.
200913$116,176$27,668$9,223iApproximate average salary by contribution assumption: employee only about $230,567 at 4% or $153,711 at 6%; with 50% employer match about $153,711 at 4% or $102,474 at 6%; with 100% employer match about $115,283 at 4% or $76,856 at 6%.
Alerion Capital Group 401(K) Plan-3$116,176$27,668$9,223iApproximate average salary by contribution assumption: employee only about $230,567 at 4% or $153,711 at 6%; with 50% employer match about $153,711 at 4% or $102,474 at 6%; with 100% employer match about $115,283 at 4% or $76,856 at 6%.
200712$0$0-
Alerion Capital Group 401(K) Plan-2---
200613$57,357$7,039$2,346iApproximate average salary by contribution assumption: employee only about $58,658 at 4% or $39,106 at 6%; with 50% employer match about $39,106 at 4% or $26,070 at 6%; with 100% employer match about $29,329 at 4% or $19,553 at 6%.
Alerion Capital Group 401(K) Plan-3$57,357$7,039$2,346iApproximate average salary by contribution assumption: employee only about $58,658 at 4% or $39,106 at 6%; with 50% employer match about $39,106 at 4% or $26,070 at 6%; with 100% employer match about $29,329 at 4% or $19,553 at 6%.
200511$46,106$4,800$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
ALERION CAPITAL GROUP LLC 401K PLAN-1$46,106$4,800$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
200412$38,874$6,521$3,261iApproximate average salary by contribution assumption: employee only about $81,513 at 4% or $54,342 at 6%; with 50% employer match about $54,342 at 4% or $36,228 at 6%; with 100% employer match about $40,756 at 4% or $27,171 at 6%.
ALERION CAPITAL GROUP LLC 401K PLAN-2$38,874$6,521$3,261iApproximate average salary by contribution assumption: employee only about $81,513 at 4% or $54,342 at 6%; with 50% employer match about $54,342 at 4% or $36,228 at 6%; with 100% employer match about $40,756 at 4% or $27,171 at 6%.
200312$27,766$8,316$4,158iApproximate average salary by contribution assumption: employee only about $103,950 at 4% or $69,300 at 6%; with 50% employer match about $69,300 at 4% or $46,200 at 6%; with 100% employer match about $51,975 at 4% or $34,650 at 6%.
ALERION CAPITAL GROUP, LLC 401K PLAN-2$27,766$8,316$4,158iApproximate average salary by contribution assumption: employee only about $103,950 at 4% or $69,300 at 6%; with 50% employer match about $69,300 at 4% or $46,200 at 6%; with 100% employer match about $51,975 at 4% or $34,650 at 6%.
200213$14,075$7,394$2,465iApproximate average salary by contribution assumption: employee only about $61,617 at 4% or $41,078 at 6%; with 50% employer match about $41,078 at 4% or $27,385 at 6%; with 100% employer match about $30,808 at 4% or $20,539 at 6%.
ALERION CAPITAL GROUP, LLC 401K PLAN-3$14,075$7,394$2,465iApproximate average salary by contribution assumption: employee only about $61,617 at 4% or $41,078 at 6%; with 50% employer match about $41,078 at 4% or $27,385 at 6%; with 100% employer match about $30,808 at 4% or $20,539 at 6%.
200113$9,572$6,690$2,230iApproximate average salary by contribution assumption: employee only about $55,750 at 4% or $37,167 at 6%; with 50% employer match about $37,167 at 4% or $24,778 at 6%; with 100% employer match about $27,875 at 4% or $18,583 at 6%.
ALERION CAPITAL GROUP, LLC 401K PLAN-3$9,572$6,690$2,230iApproximate average salary by contribution assumption: employee only about $55,750 at 4% or $37,167 at 6%; with 50% employer match about $37,167 at 4% or $24,778 at 6%; with 100% employer match about $27,875 at 4% or $18,583 at 6%.
200012$3,958$4,719$2,360iApproximate average salary by contribution assumption: employee only about $58,988 at 4% or $39,325 at 6%; with 50% employer match about $39,325 at 4% or $26,217 at 6%; with 100% employer match about $29,494 at 4% or $19,663 at 6%.
ALERION CAPITAL GROUP, LLC 401K PLAN-2$3,958$4,719$2,360iApproximate average salary by contribution assumption: employee only about $58,988 at 4% or $39,325 at 6%; with 50% employer match about $39,325 at 4% or $26,217 at 6%; with 100% employer match about $29,494 at 4% or $19,663 at 6%.