David Allen & Associates
Plan context: David Allen & Associates 401K Profit Sharing Plan
EIN 93-0889641 • Sacramento, CA • 18 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
23
2018 Assets
$391,534
2018 Contributions
$43,095
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 23 | $391,534 | $43,095 | $1,874iApproximate average salary by contribution assumption: employee only about $46,842 at 4% or $31,228 at 6%; with 50% employer match about $31,228 at 4% or $20,819 at 6%; with 100% employer match about $23,421 at 4% or $15,614 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 23 | $391,534 | $43,095 | $1,874iApproximate average salary by contribution assumption: employee only about $46,842 at 4% or $31,228 at 6%; with 50% employer match about $31,228 at 4% or $20,819 at 6%; with 100% employer match about $23,421 at 4% or $15,614 at 6%. |
| 2017 | 1 | 13 | $608,517 | $22,896 | $1,761iApproximate average salary by contribution assumption: employee only about $44,031 at 4% or $29,354 at 6%; with 50% employer match about $29,354 at 4% or $19,569 at 6%; with 100% employer match about $22,015 at 4% or $14,677 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 13 | $608,517 | $22,896 | $1,761iApproximate average salary by contribution assumption: employee only about $44,031 at 4% or $29,354 at 6%; with 50% employer match about $29,354 at 4% or $19,569 at 6%; with 100% employer match about $22,015 at 4% or $14,677 at 6%. |
| 2016 | 1 | 13 | $551,533 | $24,061 | $1,851iApproximate average salary by contribution assumption: employee only about $46,271 at 4% or $30,847 at 6%; with 50% employer match about $30,847 at 4% or $20,565 at 6%; with 100% employer match about $23,136 at 4% or $15,424 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 13 | $551,533 | $24,061 | $1,851iApproximate average salary by contribution assumption: employee only about $46,271 at 4% or $30,847 at 6%; with 50% employer match about $30,847 at 4% or $20,565 at 6%; with 100% employer match about $23,136 at 4% or $15,424 at 6%. |
| 2015 | 1 | 16 | $527,898 | $37,378 | $2,336iApproximate average salary by contribution assumption: employee only about $58,403 at 4% or $38,935 at 6%; with 50% employer match about $38,935 at 4% or $25,957 at 6%; with 100% employer match about $29,202 at 4% or $19,468 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 16 | $527,898 | $37,378 | $2,336iApproximate average salary by contribution assumption: employee only about $58,403 at 4% or $38,935 at 6%; with 50% employer match about $38,935 at 4% or $25,957 at 6%; with 100% employer match about $29,202 at 4% or $19,468 at 6%. |
| 2014 | 1 | 12 | $543,570 | $47,805 | $3,984iApproximate average salary by contribution assumption: employee only about $99,594 at 4% or $66,396 at 6%; with 50% employer match about $66,396 at 4% or $44,264 at 6%; with 100% employer match about $49,797 at 4% or $33,198 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 12 | $543,570 | $47,805 | $3,984iApproximate average salary by contribution assumption: employee only about $99,594 at 4% or $66,396 at 6%; with 50% employer match about $66,396 at 4% or $44,264 at 6%; with 100% employer match about $49,797 at 4% or $33,198 at 6%. |
| 2013 | 1 | 11 | $477,557 | $46,047 | $4,186iApproximate average salary by contribution assumption: employee only about $104,652 at 4% or $69,768 at 6%; with 50% employer match about $69,768 at 4% or $46,512 at 6%; with 100% employer match about $52,326 at 4% or $34,884 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 11 | $477,557 | $46,047 | $4,186iApproximate average salary by contribution assumption: employee only about $104,652 at 4% or $69,768 at 6%; with 50% employer match about $69,768 at 4% or $46,512 at 6%; with 100% employer match about $52,326 at 4% or $34,884 at 6%. |
| 2012 | 1 | 13 | $364,743 | $31,047 | $2,388iApproximate average salary by contribution assumption: employee only about $59,706 at 4% or $39,804 at 6%; with 50% employer match about $39,804 at 4% or $26,536 at 6%; with 100% employer match about $29,853 at 4% or $19,902 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 13 | $364,743 | $31,047 | $2,388iApproximate average salary by contribution assumption: employee only about $59,706 at 4% or $39,804 at 6%; with 50% employer match about $39,804 at 4% or $26,536 at 6%; with 100% employer match about $29,853 at 4% or $19,902 at 6%. |
| 2011 | 1 | 9 | $303,453 | $21,617 | $2,402iApproximate average salary by contribution assumption: employee only about $60,047 at 4% or $40,031 at 6%; with 50% employer match about $40,031 at 4% or $26,688 at 6%; with 100% employer match about $30,024 at 4% or $20,016 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 9 | $303,453 | $21,617 | $2,402iApproximate average salary by contribution assumption: employee only about $60,047 at 4% or $40,031 at 6%; with 50% employer match about $40,031 at 4% or $26,688 at 6%; with 100% employer match about $30,024 at 4% or $20,016 at 6%. |
| 2010 | 1 | 9 | $298,617 | $23,692 | $2,632iApproximate average salary by contribution assumption: employee only about $65,811 at 4% or $43,874 at 6%; with 50% employer match about $43,874 at 4% or $29,249 at 6%; with 100% employer match about $32,906 at 4% or $21,937 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 9 | $298,617 | $23,692 | $2,632iApproximate average salary by contribution assumption: employee only about $65,811 at 4% or $43,874 at 6%; with 50% employer match about $43,874 at 4% or $29,249 at 6%; with 100% employer match about $32,906 at 4% or $21,937 at 6%. |
| 2009 | 1 | 11 | $364,226 | $20,522 | $1,866iApproximate average salary by contribution assumption: employee only about $46,641 at 4% or $31,094 at 6%; with 50% employer match about $31,094 at 4% or $20,729 at 6%; with 100% employer match about $23,320 at 4% or $15,547 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 11 | $364,226 | $20,522 | $1,866iApproximate average salary by contribution assumption: employee only about $46,641 at 4% or $31,094 at 6%; with 50% employer match about $31,094 at 4% or $20,729 at 6%; with 100% employer match about $23,320 at 4% or $15,547 at 6%. |
| 2008 | 1 | 18 | $294,079 | $37,281 | $2,071iApproximate average salary by contribution assumption: employee only about $51,779 at 4% or $34,519 at 6%; with 50% employer match about $34,519 at 4% or $23,013 at 6%; with 100% employer match about $25,890 at 4% or $17,260 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 18 | $294,079 | $37,281 | $2,071iApproximate average salary by contribution assumption: employee only about $51,779 at 4% or $34,519 at 6%; with 50% employer match about $34,519 at 4% or $23,013 at 6%; with 100% employer match about $25,890 at 4% or $17,260 at 6%. |
| 2007 | 1 | 17 | $0 | $0 | - |
| David Allen & Associates 401K Profit Sharing Plan | - | 17 | - | - | - |
| 2006 | 1 | 17 | $350,875 | $53,023 | $3,119iApproximate average salary by contribution assumption: employee only about $77,975 at 4% or $51,983 at 6%; with 50% employer match about $51,983 at 4% or $34,656 at 6%; with 100% employer match about $38,988 at 4% or $25,992 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 17 | $350,875 | $53,023 | $3,119iApproximate average salary by contribution assumption: employee only about $77,975 at 4% or $51,983 at 6%; with 50% employer match about $51,983 at 4% or $34,656 at 6%; with 100% employer match about $38,988 at 4% or $25,992 at 6%. |
| 2005 | 1 | 17 | $492,407 | $46,580 | $2,740iApproximate average salary by contribution assumption: employee only about $68,500 at 4% or $45,667 at 6%; with 50% employer match about $45,667 at 4% or $30,444 at 6%; with 100% employer match about $34,250 at 4% or $22,833 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 17 | $492,407 | $46,580 | $2,740iApproximate average salary by contribution assumption: employee only about $68,500 at 4% or $45,667 at 6%; with 50% employer match about $45,667 at 4% or $30,444 at 6%; with 100% employer match about $34,250 at 4% or $22,833 at 6%. |
| 2004 | 1 | 15 | $463,815 | $50,839 | $3,389iApproximate average salary by contribution assumption: employee only about $84,732 at 4% or $56,488 at 6%; with 50% employer match about $56,488 at 4% or $37,659 at 6%; with 100% employer match about $42,366 at 4% or $28,244 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 15 | $463,815 | $50,839 | $3,389iApproximate average salary by contribution assumption: employee only about $84,732 at 4% or $56,488 at 6%; with 50% employer match about $56,488 at 4% or $37,659 at 6%; with 100% employer match about $42,366 at 4% or $28,244 at 6%. |
| 2003 | 1 | 13 | $384,521 | $44,857 | $3,451iApproximate average salary by contribution assumption: employee only about $86,263 at 4% or $57,509 at 6%; with 50% employer match about $57,509 at 4% or $38,339 at 6%; with 100% employer match about $43,132 at 4% or $28,754 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 13 | $384,521 | $44,857 | $3,451iApproximate average salary by contribution assumption: employee only about $86,263 at 4% or $57,509 at 6%; with 50% employer match about $57,509 at 4% or $38,339 at 6%; with 100% employer match about $43,132 at 4% or $28,754 at 6%. |
| 2001 | 1 | 15 | $0 | $0 | - |
| David Allen & Associates 401K Profit Sharing Plan | - | 15 | - | - | - |
| 2000 | 1 | 18 | $580,422 | $61,638 | $3,424iApproximate average salary by contribution assumption: employee only about $85,608 at 4% or $57,072 at 6%; with 50% employer match about $57,072 at 4% or $38,048 at 6%; with 100% employer match about $42,804 at 4% or $28,536 at 6%. |
| David Allen & Associates 401K Profit Sharing Plan | - | 18 | $580,422 | $61,638 | $3,424iApproximate average salary by contribution assumption: employee only about $85,608 at 4% or $57,072 at 6%; with 50% employer match about $57,072 at 4% or $38,048 at 6%; with 100% employer match about $42,804 at 4% or $28,536 at 6%. |