Civic Intelligence

Alan Frank & Associates Inc.

Plan context: Alan Frank & Associates Inc. 401K Profit Sharing Plan

EIN 87-0280552 • Sandy, UT • 43 filings • 5 plans

45 West 10000 South, Suite 105Sandy, UT 84070
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$4,119,704

2024 Contributions

$174,871

Historical Graphs

Total Assets Over Time

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

$4,369,128$2,184,564$0199920162024YearValue
$4,119,704Latest year 2024

Participants Over Time

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

39200199920122024YearValue
18Latest 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
2024118$4,119,704$174,871$9,715iApproximate average salary by contribution assumption: employee only about $242,876 at 4% or $161,918 at 6%; with 50% employer match about $161,918 at 4% or $107,945 at 6%; with 100% employer match about $121,438 at 4% or $80,959 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-18$4,119,704$174,871$9,715iApproximate average salary by contribution assumption: employee only about $242,876 at 4% or $161,918 at 6%; with 50% employer match about $161,918 at 4% or $107,945 at 6%; with 100% employer match about $121,438 at 4% or $80,959 at 6%.
2023118$3,554,937$192,574$10,699iApproximate average salary by contribution assumption: employee only about $267,464 at 4% or $178,309 at 6%; with 50% employer match about $178,309 at 4% or $118,873 at 6%; with 100% employer match about $133,732 at 4% or $89,155 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-18$3,554,937$192,574$10,699iApproximate average salary by contribution assumption: employee only about $267,464 at 4% or $178,309 at 6%; with 50% employer match about $178,309 at 4% or $118,873 at 6%; with 100% employer match about $133,732 at 4% or $89,155 at 6%.
2022118$2,807,246$649,091$36,061iApproximate average salary by contribution assumption: employee only about $901,515 at 4% or $601,010 at 6%; with 50% employer match about $601,010 at 4% or $400,673 at 6%; with 100% employer match about $450,758 at 4% or $300,505 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-18$2,807,246$649,091$36,061iApproximate average salary by contribution assumption: employee only about $901,515 at 4% or $601,010 at 6%; with 50% employer match about $601,010 at 4% or $400,673 at 6%; with 100% employer match about $450,758 at 4% or $300,505 at 6%.
2021119$2,053,977$142,126$7,480iApproximate average salary by contribution assumption: employee only about $187,008 at 4% or $124,672 at 6%; with 50% employer match about $124,672 at 4% or $83,115 at 6%; with 100% employer match about $93,504 at 4% or $62,336 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-19$2,053,977$142,126$7,480iApproximate average salary by contribution assumption: employee only about $187,008 at 4% or $124,672 at 6%; with 50% employer match about $124,672 at 4% or $83,115 at 6%; with 100% employer match about $93,504 at 4% or $62,336 at 6%.
2020120$2,267,917$145,244$7,262iApproximate average salary by contribution assumption: employee only about $181,555 at 4% or $121,037 at 6%; with 50% employer match about $121,037 at 4% or $80,691 at 6%; with 100% employer match about $90,778 at 4% or $60,518 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-20$2,267,917$145,244$7,262iApproximate average salary by contribution assumption: employee only about $181,555 at 4% or $121,037 at 6%; with 50% employer match about $121,037 at 4% or $80,691 at 6%; with 100% employer match about $90,778 at 4% or $60,518 at 6%.
2019120$1,775,123$134,225$6,711iApproximate average salary by contribution assumption: employee only about $167,781 at 4% or $111,854 at 6%; with 50% employer match about $111,854 at 4% or $74,569 at 6%; with 100% employer match about $83,891 at 4% or $55,927 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-20$1,775,123$134,225$6,711iApproximate average salary by contribution assumption: employee only about $167,781 at 4% or $111,854 at 6%; with 50% employer match about $111,854 at 4% or $74,569 at 6%; with 100% employer match about $83,891 at 4% or $55,927 at 6%.
2018218$1,400,217$130,485$7,249iApproximate average salary by contribution assumption: employee only about $181,229 at 4% or $120,819 at 6%; with 50% employer match about $120,819 at 4% or $80,546 at 6%; with 100% employer match about $90,615 at 4% or $60,410 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-18$1,400,217$130,485$7,249iApproximate average salary by contribution assumption: employee only about $181,229 at 4% or $120,819 at 6%; with 50% employer match about $120,819 at 4% or $80,546 at 6%; with 100% employer match about $90,615 at 4% or $60,410 at 6%.
Alan Frank & Associates Inc. Defined Benefit Plan-0$0$0-
2017218$2,401,330$282,877$15,715iApproximate average salary by contribution assumption: employee only about $392,885 at 4% or $261,923 at 6%; with 50% employer match about $261,923 at 4% or $174,615 at 6%; with 100% employer match about $196,442 at 4% or $130,962 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-18$1,271,544$112,877$6,271iApproximate average salary by contribution assumption: employee only about $156,774 at 4% or $104,516 at 6%; with 50% employer match about $104,516 at 4% or $69,677 at 6%; with 100% employer match about $78,387 at 4% or $52,258 at 6%.
Alan Frank & Associates Inc. Defined Benefit Plan-13$1,129,786$170,000$13,077iApproximate average salary by contribution assumption: employee only about $326,923 at 4% or $217,949 at 6%; with 50% employer match about $217,949 at 4% or $145,299 at 6%; with 100% employer match about $163,462 at 4% or $108,974 at 6%.
2016217$4,116,100$263,702$15,512iApproximate average salary by contribution assumption: employee only about $387,797 at 4% or $258,531 at 6%; with 50% employer match about $258,531 at 4% or $172,354 at 6%; with 100% employer match about $193,899 at 4% or $129,266 at 6%.
Alan Frank & Associates Inc. Defined Benefit Plan-13$2,955,693$172,729$13,287iApproximate average salary by contribution assumption: employee only about $332,171 at 4% or $221,447 at 6%; with 50% employer match about $221,447 at 4% or $147,632 at 6%; with 100% employer match about $166,086 at 4% or $110,724 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-17$1,160,407$90,973$5,351iApproximate average salary by contribution assumption: employee only about $133,784 at 4% or $89,189 at 6%; with 50% employer match about $89,189 at 4% or $59,459 at 6%; with 100% employer match about $66,892 at 4% or $44,595 at 6%.
2015216$3,524,716$102,207$6,388iApproximate average salary by contribution assumption: employee only about $159,698 at 4% or $106,466 at 6%; with 50% employer match about $106,466 at 4% or $70,977 at 6%; with 100% employer match about $79,849 at 4% or $53,233 at 6%.
Alan Frank & Associates Inc. Defined Benefit Plan-13$2,636,257$0-
Alan Frank & Associates Inc. 401K Profit Sharing Plan-16$888,459$102,207$6,388iApproximate average salary by contribution assumption: employee only about $159,698 at 4% or $106,466 at 6%; with 50% employer match about $106,466 at 4% or $70,977 at 6%; with 100% employer match about $79,849 at 4% or $53,233 at 6%.
2014223$3,360,122$107,817$4,688iApproximate average salary by contribution assumption: employee only about $117,192 at 4% or $78,128 at 6%; with 50% employer match about $78,128 at 4% or $52,086 at 6%; with 100% employer match about $58,596 at 4% or $39,064 at 6%.
Alan Frank & Associates Inc. Defined Benefit Plan-14$2,614,120$0-
Alan Frank & Associates Inc. 401K Profit Sharing Plan-23$746,002$107,817$4,688iApproximate average salary by contribution assumption: employee only about $117,192 at 4% or $78,128 at 6%; with 50% employer match about $78,128 at 4% or $52,086 at 6%; with 100% employer match about $58,596 at 4% or $39,064 at 6%.
2013224$3,279,844$121,783$5,074iApproximate average salary by contribution assumption: employee only about $126,857 at 4% or $84,572 at 6%; with 50% employer match about $84,572 at 4% or $56,381 at 6%; with 100% employer match about $63,429 at 4% or $42,286 at 6%.
Alan Frank & Associates Inc. Defined Benefit Plan-14$2,557,242$0-
Alan Frank & Associates Inc. 401K Profit Sharing Plan-24$722,602$121,783$5,074iApproximate average salary by contribution assumption: employee only about $126,857 at 4% or $84,572 at 6%; with 50% employer match about $84,572 at 4% or $56,381 at 6%; with 100% employer match about $63,429 at 4% or $42,286 at 6%.
2012223$3,484,428$76,447$3,324iApproximate average salary by contribution assumption: employee only about $83,095 at 4% or $55,396 at 6%; with 50% employer match about $55,396 at 4% or $36,931 at 6%; with 100% employer match about $41,547 at 4% or $27,698 at 6%.
Alan Frank & Associates Inc. Defined Benefit Plan-16$2,550,950--
Alan Frank & Associates Inc. 401K Profit Sharing Plan-23$933,478$76,447$3,324iApproximate average salary by contribution assumption: employee only about $83,095 at 4% or $55,396 at 6%; with 50% employer match about $55,396 at 4% or $36,931 at 6%; with 100% employer match about $41,547 at 4% or $27,698 at 6%.
2011227$3,964,875$228,156$8,450iApproximate average salary by contribution assumption: employee only about $211,256 at 4% or $140,837 at 6%; with 50% employer match about $140,837 at 4% or $93,891 at 6%; with 100% employer match about $105,628 at 4% or $70,419 at 6%.
Alan Frank & Associates Inc. Defined Benefit Plan-25$2,969,478$130,000$5,200iApproximate average salary by contribution assumption: employee only about $130,000 at 4% or $86,667 at 6%; with 50% employer match about $86,667 at 4% or $57,778 at 6%; with 100% employer match about $65,000 at 4% or $43,333 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-27$995,397$98,156$3,635iApproximate average salary by contribution assumption: employee only about $90,885 at 4% or $60,590 at 6%; with 50% employer match about $60,590 at 4% or $40,393 at 6%; with 100% employer match about $45,443 at 4% or $30,295 at 6%.
2010238$4,369,128$534,339$14,062iApproximate average salary by contribution assumption: employee only about $351,539 at 4% or $234,359 at 6%; with 50% employer match about $234,359 at 4% or $156,239 at 6%; with 100% employer match about $175,769 at 4% or $117,180 at 6%.
Alan Frank & Associates Inc. Defined Benefit Plan-38$3,401,640$400,000$10,526iApproximate average salary by contribution assumption: employee only about $263,158 at 4% or $175,439 at 6%; with 50% employer match about $175,439 at 4% or $116,959 at 6%; with 100% employer match about $131,579 at 4% or $87,719 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-31$967,488$134,339$4,334iApproximate average salary by contribution assumption: employee only about $108,338 at 4% or $72,225 at 6%; with 50% employer match about $72,225 at 4% or $48,150 at 6%; with 100% employer match about $54,169 at 4% or $36,113 at 6%.
2009239$4,044,788$240,557$6,168iApproximate average salary by contribution assumption: employee only about $154,203 at 4% or $102,802 at 6%; with 50% employer match about $102,802 at 4% or $68,535 at 6%; with 100% employer match about $77,102 at 4% or $51,401 at 6%.
Alan Frank & Associates Inc. Defined Benefit Plan-39$3,181,718$125,000$3,205iApproximate average salary by contribution assumption: employee only about $80,128 at 4% or $53,419 at 6%; with 50% employer match about $53,419 at 4% or $35,613 at 6%; with 100% employer match about $40,064 at 4% or $26,709 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-25$863,070$115,557$4,622iApproximate average salary by contribution assumption: employee only about $115,557 at 4% or $77,038 at 6%; with 50% employer match about $77,038 at 4% or $51,359 at 6%; with 100% employer match about $57,778 at 4% or $38,519 at 6%.
2007129$0$0-
Alan Frank & Associates Inc. Defined Benefit Plan-29---
2006238$0$0-
Alan Frank & Associates Inc. Defined Benefit Plan-25---
Alan Frank & Associates Inc. 401K Profit Sharing Plan-38---
2005228$0$0-
Alan Frank & Associates Inc. 401K Profit Sharing Plan-28---
Alan Frank & Associates Inc. Defined Benefit Plan-28---
2004227$3,006,844$400,000$14,815iApproximate average salary by contribution assumption: employee only about $370,370 at 4% or $246,914 at 6%; with 50% employer match about $246,914 at 4% or $164,609 at 6%; with 100% employer match about $185,185 at 4% or $123,457 at 6%.
Alan Frank & Associates Inc. Defined Benefit Plan-27$2,158,844$400,000$14,815iApproximate average salary by contribution assumption: employee only about $370,370 at 4% or $246,914 at 6%; with 50% employer match about $246,914 at 4% or $164,609 at 6%; with 100% employer match about $185,185 at 4% or $123,457 at 6%.
Alan Frank & Associates Inc. 401K Profit Sharing Plan-22$848,000--
2003227$0$0-
Alan Frank & Associates Inc. 401K Profit Sharing Plan-27---
Alan Frank & Associates Inc. Defined Benefit Plan-27---
2002227$0$0-
Alan Frank & Associates Inc. 401K Profit Sharing Plan-26---
Alan Frank & Associates Inc. Defined Benefit Plan-27---
2001224$0$0-
Alan Frank & Associates Inc. Defined Benefit Plan-24---
Alan Frank & Associates Inc. 401K Profit Sharing Plan-22---
2000222$0$0-
Alan Frank & Associates Inc. Defined Benefit Plan-22---
Alan Frank & Associates Inc. 401K Profit Sharing Plan-21---
1999216$3,287,142$2$0iApproximate average salary by contribution assumption: employee only about $3 at 4% or $2 at 6%; with 50% employer match about $2 at 4% or $1 at 6%; with 100% employer match about $2 at 4% or $1 at 6%.
Alan Frank & Associates Inc. Defined Benefit Plan-15$1,754,303--
Alan Frank & Associates Inc. 401K Profit Sharing Plan-16$1,532,839$2$0iApproximate average salary by contribution assumption: employee only about $3 at 4% or $2 at 6%; with 50% employer match about $2 at 4% or $1 at 6%; with 100% employer match about $2 at 4% or $1 at 6%.