Civic Intelligence

ALLEGIANCE FINANCIAL GROUP ADV

Plan context: ALLEGIANCE FINANCIAL GROUP ADV 401(K) PROFIT SHARING PLAN & TRUST

EIN 86-1933171 • Vienna, VA • 3 filings • 1 plans

374 Maple Ave E Ste 204Vienna, VA 22180-4718
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,495,885

2025 Contributions

$158,382

Historical Graphs

Total Assets Over Time

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

$1,495,885$747,943$0202320242025YearValue
$1,495,885Latest year 2025

Participants Over Time

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

1050202320242025YearValue
10Latest 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
2025110$1,495,885$158,382$15,838iApproximate average salary by contribution assumption: employee only about $395,955 at 4% or $263,970 at 6%; with 50% employer match about $263,970 at 4% or $175,980 at 6%; with 100% employer match about $197,978 at 4% or $131,985 at 6%.
ALLEGIANCE FINANCIAL GROUP ADV 401(K) PROFIT SHARING PLAN & TRUST-10$1,495,885$158,382$15,838iApproximate average salary by contribution assumption: employee only about $395,955 at 4% or $263,970 at 6%; with 50% employer match about $263,970 at 4% or $175,980 at 6%; with 100% employer match about $197,978 at 4% or $131,985 at 6%.
202419$1,086,004$120,374$13,375iApproximate average salary by contribution assumption: employee only about $334,372 at 4% or $222,915 at 6%; with 50% employer match about $222,915 at 4% or $148,610 at 6%; with 100% employer match about $167,186 at 4% or $111,457 at 6%.
ALLEGIANCE FINANCIAL GROUP ADV 401(K) PROFIT SHARING PLAN & TRUST-9$1,086,004$120,374$13,375iApproximate average salary by contribution assumption: employee only about $334,372 at 4% or $222,915 at 6%; with 50% employer match about $222,915 at 4% or $148,610 at 6%; with 100% employer match about $167,186 at 4% or $111,457 at 6%.
202316$860,104$98,245$16,374iApproximate average salary by contribution assumption: employee only about $409,354 at 4% or $272,903 at 6%; with 50% employer match about $272,903 at 4% or $181,935 at 6%; with 100% employer match about $204,677 at 4% or $136,451 at 6%.
ALLEGIANCE FINANCIAL GROUP ADV 401(K) PROFIT SHARING PLAN & TRUST-6$860,104$98,245$16,374iApproximate average salary by contribution assumption: employee only about $409,354 at 4% or $272,903 at 6%; with 50% employer match about $272,903 at 4% or $181,935 at 6%; with 100% employer match about $204,677 at 4% or $136,451 at 6%.