Allen and Flatt Incorporated
Plan context: Allen and Flatt Incorporated Profit Sharing Plan
EIN 93-0963850 • Newport Beach, CA • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,748,174
2024 Contributions
$73,150
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $1,748,174 | $73,150 | $12,192iApproximate average salary by contribution assumption: employee only about $304,792 at 4% or $203,194 at 6%; with 50% employer match about $203,194 at 4% or $135,463 at 6%; with 100% employer match about $152,396 at 4% or $101,597 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 6 | $1,748,174 | $73,150 | $12,192iApproximate average salary by contribution assumption: employee only about $304,792 at 4% or $203,194 at 6%; with 50% employer match about $203,194 at 4% or $135,463 at 6%; with 100% employer match about $152,396 at 4% or $101,597 at 6%. |
| 2023 | 1 | 7 | $1,468,045 | $26,800 | $3,829iApproximate average salary by contribution assumption: employee only about $95,714 at 4% or $63,810 at 6%; with 50% employer match about $63,810 at 4% or $42,540 at 6%; with 100% employer match about $47,857 at 4% or $31,905 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 7 | $1,468,045 | $26,800 | $3,829iApproximate average salary by contribution assumption: employee only about $95,714 at 4% or $63,810 at 6%; with 50% employer match about $63,810 at 4% or $42,540 at 6%; with 100% employer match about $47,857 at 4% or $31,905 at 6%. |
| 2022 | 1 | 7 | $3,648,883 | $26,900 | $3,843iApproximate average salary by contribution assumption: employee only about $96,071 at 4% or $64,048 at 6%; with 50% employer match about $64,048 at 4% or $42,698 at 6%; with 100% employer match about $48,036 at 4% or $32,024 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 7 | $3,648,883 | $26,900 | $3,843iApproximate average salary by contribution assumption: employee only about $96,071 at 4% or $64,048 at 6%; with 50% employer match about $64,048 at 4% or $42,698 at 6%; with 100% employer match about $48,036 at 4% or $32,024 at 6%. |
| 2021 | 1 | 7 | $3,813,528 | $15,350 | $2,193iApproximate average salary by contribution assumption: employee only about $54,821 at 4% or $36,548 at 6%; with 50% employer match about $36,548 at 4% or $24,365 at 6%; with 100% employer match about $27,411 at 4% or $18,274 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 7 | $3,813,528 | $15,350 | $2,193iApproximate average salary by contribution assumption: employee only about $54,821 at 4% or $36,548 at 6%; with 50% employer match about $36,548 at 4% or $24,365 at 6%; with 100% employer match about $27,411 at 4% or $18,274 at 6%. |
| 2020 | 1 | 8 | $3,464,023 | $6,000 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 8 | $3,464,023 | $6,000 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |
| 2019 | 1 | 8 | $2,729,200 | $149,054 | $18,632iApproximate average salary by contribution assumption: employee only about $465,794 at 4% or $310,529 at 6%; with 50% employer match about $310,529 at 4% or $207,019 at 6%; with 100% employer match about $232,897 at 4% or $155,265 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 8 | $2,729,200 | $149,054 | $18,632iApproximate average salary by contribution assumption: employee only about $465,794 at 4% or $310,529 at 6%; with 50% employer match about $310,529 at 4% or $207,019 at 6%; with 100% employer match about $232,897 at 4% or $155,265 at 6%. |
| 2018 | 1 | 9 | $2,592,528 | $146,304 | $16,256iApproximate average salary by contribution assumption: employee only about $406,400 at 4% or $270,933 at 6%; with 50% employer match about $270,933 at 4% or $180,622 at 6%; with 100% employer match about $203,200 at 4% or $135,467 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 9 | $2,592,528 | $146,304 | $16,256iApproximate average salary by contribution assumption: employee only about $406,400 at 4% or $270,933 at 6%; with 50% employer match about $270,933 at 4% or $180,622 at 6%; with 100% employer match about $203,200 at 4% or $135,467 at 6%. |
| 2017 | 1 | 12 | $2,667,134 | $23,892 | $1,991iApproximate average salary by contribution assumption: employee only about $49,775 at 4% or $33,183 at 6%; with 50% employer match about $33,183 at 4% or $22,122 at 6%; with 100% employer match about $24,888 at 4% or $16,592 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 12 | $2,667,134 | $23,892 | $1,991iApproximate average salary by contribution assumption: employee only about $49,775 at 4% or $33,183 at 6%; with 50% employer match about $33,183 at 4% or $22,122 at 6%; with 100% employer match about $24,888 at 4% or $16,592 at 6%. |
| 2016 | 1 | 12 | $2,358,548 | $22,379 | $1,865iApproximate average salary by contribution assumption: employee only about $46,623 at 4% or $31,082 at 6%; with 50% employer match about $31,082 at 4% or $20,721 at 6%; with 100% employer match about $23,311 at 4% or $15,541 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 12 | $2,358,548 | $22,379 | $1,865iApproximate average salary by contribution assumption: employee only about $46,623 at 4% or $31,082 at 6%; with 50% employer match about $31,082 at 4% or $20,721 at 6%; with 100% employer match about $23,311 at 4% or $15,541 at 6%. |
| 2015 | 1 | 11 | $2,227,130 | $25,258 | $2,296iApproximate average salary by contribution assumption: employee only about $57,405 at 4% or $38,270 at 6%; with 50% employer match about $38,270 at 4% or $25,513 at 6%; with 100% employer match about $28,702 at 4% or $19,135 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 11 | $2,227,130 | $25,258 | $2,296iApproximate average salary by contribution assumption: employee only about $57,405 at 4% or $38,270 at 6%; with 50% employer match about $38,270 at 4% or $25,513 at 6%; with 100% employer match about $28,702 at 4% or $19,135 at 6%. |
| 2014 | 1 | 13 | $2,360,277 | $31,888 | $2,453iApproximate average salary by contribution assumption: employee only about $61,323 at 4% or $40,882 at 6%; with 50% employer match about $40,882 at 4% or $27,255 at 6%; with 100% employer match about $30,662 at 4% or $20,441 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 13 | $2,360,277 | $31,888 | $2,453iApproximate average salary by contribution assumption: employee only about $61,323 at 4% or $40,882 at 6%; with 50% employer match about $40,882 at 4% or $27,255 at 6%; with 100% employer match about $30,662 at 4% or $20,441 at 6%. |
| 2013 | 1 | 14 | $2,227,529 | $30,366 | $2,169iApproximate average salary by contribution assumption: employee only about $54,225 at 4% or $36,150 at 6%; with 50% employer match about $36,150 at 4% or $24,100 at 6%; with 100% employer match about $27,113 at 4% or $18,075 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 14 | $2,227,529 | $30,366 | $2,169iApproximate average salary by contribution assumption: employee only about $54,225 at 4% or $36,150 at 6%; with 50% employer match about $36,150 at 4% or $24,100 at 6%; with 100% employer match about $27,113 at 4% or $18,075 at 6%. |
| 2012 | 1 | 15 | $1,990,463 | $36,660 | $2,444iApproximate average salary by contribution assumption: employee only about $61,100 at 4% or $40,733 at 6%; with 50% employer match about $40,733 at 4% or $27,156 at 6%; with 100% employer match about $30,550 at 4% or $20,367 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 15 | $1,990,463 | $36,660 | $2,444iApproximate average salary by contribution assumption: employee only about $61,100 at 4% or $40,733 at 6%; with 50% employer match about $40,733 at 4% or $27,156 at 6%; with 100% employer match about $30,550 at 4% or $20,367 at 6%. |
| 2011 | 1 | 16 | $1,852,507 | $96,004 | $6,000iApproximate average salary by contribution assumption: employee only about $150,006 at 4% or $100,004 at 6%; with 50% employer match about $100,004 at 4% or $66,669 at 6%; with 100% employer match about $75,003 at 4% or $50,002 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 16 | $1,852,507 | $96,004 | $6,000iApproximate average salary by contribution assumption: employee only about $150,006 at 4% or $100,004 at 6%; with 50% employer match about $100,004 at 4% or $66,669 at 6%; with 100% employer match about $75,003 at 4% or $50,002 at 6%. |
| 2010 | 1 | 14 | $1,834,900 | $91,333 | $6,524iApproximate average salary by contribution assumption: employee only about $163,095 at 4% or $108,730 at 6%; with 50% employer match about $108,730 at 4% or $72,487 at 6%; with 100% employer match about $81,547 at 4% or $54,365 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 14 | $1,834,900 | $91,333 | $6,524iApproximate average salary by contribution assumption: employee only about $163,095 at 4% or $108,730 at 6%; with 50% employer match about $108,730 at 4% or $72,487 at 6%; with 100% employer match about $81,547 at 4% or $54,365 at 6%. |
| 2009 | 1 | 15 | $1,562,592 | $91,966 | $6,131iApproximate average salary by contribution assumption: employee only about $153,277 at 4% or $102,184 at 6%; with 50% employer match about $102,184 at 4% or $68,123 at 6%; with 100% employer match about $76,638 at 4% or $51,092 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 15 | $1,562,592 | $91,966 | $6,131iApproximate average salary by contribution assumption: employee only about $153,277 at 4% or $102,184 at 6%; with 50% employer match about $102,184 at 4% or $68,123 at 6%; with 100% employer match about $76,638 at 4% or $51,092 at 6%. |
| 2008 | 1 | 12 | $1,203,260 | $114,933 | $9,578iApproximate average salary by contribution assumption: employee only about $239,444 at 4% or $159,629 at 6%; with 50% employer match about $159,629 at 4% or $106,419 at 6%; with 100% employer match about $119,722 at 4% or $79,815 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 12 | $1,203,260 | $114,933 | $9,578iApproximate average salary by contribution assumption: employee only about $239,444 at 4% or $159,629 at 6%; with 50% employer match about $159,629 at 4% or $106,419 at 6%; with 100% employer match about $119,722 at 4% or $79,815 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 9 | - | - | - |
| 2006 | 1 | 9 | $1,422,431 | $103,062 | $11,451iApproximate average salary by contribution assumption: employee only about $286,283 at 4% or $190,856 at 6%; with 50% employer match about $190,856 at 4% or $127,237 at 6%; with 100% employer match about $143,142 at 4% or $95,428 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 9 | $1,422,431 | $103,062 | $11,451iApproximate average salary by contribution assumption: employee only about $286,283 at 4% or $190,856 at 6%; with 50% employer match about $190,856 at 4% or $127,237 at 6%; with 100% employer match about $143,142 at 4% or $95,428 at 6%. |
| 2005 | 1 | 12 | $1,090,854 | $28,318 | $2,360iApproximate average salary by contribution assumption: employee only about $58,996 at 4% or $39,331 at 6%; with 50% employer match about $39,331 at 4% or $26,220 at 6%; with 100% employer match about $29,498 at 4% or $19,665 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 12 | $1,090,854 | $28,318 | $2,360iApproximate average salary by contribution assumption: employee only about $58,996 at 4% or $39,331 at 6%; with 50% employer match about $39,331 at 4% or $26,220 at 6%; with 100% employer match about $29,498 at 4% or $19,665 at 6%. |
| 2004 | 1 | 11 | $993,495 | $92,178 | $8,380iApproximate average salary by contribution assumption: employee only about $209,495 at 4% or $139,664 at 6%; with 50% employer match about $139,664 at 4% or $93,109 at 6%; with 100% employer match about $104,748 at 4% or $69,832 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 11 | $993,495 | $92,178 | $8,380iApproximate average salary by contribution assumption: employee only about $209,495 at 4% or $139,664 at 6%; with 50% employer match about $139,664 at 4% or $93,109 at 6%; with 100% employer match about $104,748 at 4% or $69,832 at 6%. |
| 2003 | 1 | 9 | $815,633 | $62,500 | $6,944iApproximate average salary by contribution assumption: employee only about $173,611 at 4% or $115,741 at 6%; with 50% employer match about $115,741 at 4% or $77,160 at 6%; with 100% employer match about $86,806 at 4% or $57,870 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 9 | $815,633 | $62,500 | $6,944iApproximate average salary by contribution assumption: employee only about $173,611 at 4% or $115,741 at 6%; with 50% employer match about $115,741 at 4% or $77,160 at 6%; with 100% employer match about $86,806 at 4% or $57,870 at 6%. |
| 2002 | 1 | 10 | $1,286,918 | $105,500 | $10,550iApproximate average salary by contribution assumption: employee only about $263,750 at 4% or $175,833 at 6%; with 50% employer match about $175,833 at 4% or $117,222 at 6%; with 100% employer match about $131,875 at 4% or $87,917 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 10 | $1,286,918 | $105,500 | $10,550iApproximate average salary by contribution assumption: employee only about $263,750 at 4% or $175,833 at 6%; with 50% employer match about $175,833 at 4% or $117,222 at 6%; with 100% employer match about $131,875 at 4% or $87,917 at 6%. |
| 2001 | 1 | 0 | $1,312,916 | $44,000 | - |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 0 | $1,312,916 | $44,000 | - |
| 2000 | 1 | 10 | $1,255,401 | $89,000 | $8,900iApproximate average salary by contribution assumption: employee only about $222,500 at 4% or $148,333 at 6%; with 50% employer match about $148,333 at 4% or $98,889 at 6%; with 100% employer match about $111,250 at 4% or $74,167 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 10 | $1,255,401 | $89,000 | $8,900iApproximate average salary by contribution assumption: employee only about $222,500 at 4% or $148,333 at 6%; with 50% employer match about $148,333 at 4% or $98,889 at 6%; with 100% employer match about $111,250 at 4% or $74,167 at 6%. |
| 1999 | 1 | 13 | $1,089,689 | $85,500 | $6,577iApproximate average salary by contribution assumption: employee only about $164,423 at 4% or $109,615 at 6%; with 50% employer match about $109,615 at 4% or $73,077 at 6%; with 100% employer match about $82,212 at 4% or $54,808 at 6%. |
| Allen and Flatt Incorporated Profit Sharing Plan | - | 13 | $1,089,689 | $85,500 | $6,577iApproximate average salary by contribution assumption: employee only about $164,423 at 4% or $109,615 at 6%; with 50% employer match about $109,615 at 4% or $73,077 at 6%; with 100% employer match about $82,212 at 4% or $54,808 at 6%. |