Civic Intelligence

AFFINITY INVESTMENT GROUP, LLC

Plan context: AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN

EIN 02-0497945 • Exeter, NH • 12 filings • 1 plans

18 Hampton Road, Unit 7Exeter, NH 03833
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$3,452,423

2025 Contributions

$310,020

Historical Graphs

Total Assets Over Time

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

$3,452,423$1,726,212$0201420202025YearValue
$3,452,423Latest year 2025

Participants Over Time

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

840201420202025YearValue
7Latest 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
202517$3,452,423$310,020$44,289iApproximate average salary by contribution assumption: employee only about $1,107,214 at 4% or $738,143 at 6%; with 50% employer match about $738,143 at 4% or $492,095 at 6%; with 100% employer match about $553,607 at 4% or $369,071 at 6%.
AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN-7$3,452,423$310,020$44,289iApproximate average salary by contribution assumption: employee only about $1,107,214 at 4% or $738,143 at 6%; with 50% employer match about $738,143 at 4% or $492,095 at 6%; with 100% employer match about $553,607 at 4% or $369,071 at 6%.
202418$2,799,351$251,059$31,382iApproximate average salary by contribution assumption: employee only about $784,559 at 4% or $523,040 at 6%; with 50% employer match about $523,040 at 4% or $348,693 at 6%; with 100% employer match about $392,280 at 4% or $261,520 at 6%.
AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN-8$2,799,351$251,059$31,382iApproximate average salary by contribution assumption: employee only about $784,559 at 4% or $523,040 at 6%; with 50% employer match about $523,040 at 4% or $348,693 at 6%; with 100% employer match about $392,280 at 4% or $261,520 at 6%.
202318$2,187,816$242,234$30,279iApproximate average salary by contribution assumption: employee only about $756,981 at 4% or $504,654 at 6%; with 50% employer match about $504,654 at 4% or $336,436 at 6%; with 100% employer match about $378,491 at 4% or $252,327 at 6%.
AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN-8$2,187,816$242,234$30,279iApproximate average salary by contribution assumption: employee only about $756,981 at 4% or $504,654 at 6%; with 50% employer match about $504,654 at 4% or $336,436 at 6%; with 100% employer match about $378,491 at 4% or $252,327 at 6%.
202218$1,649,320$223,766$27,971iApproximate average salary by contribution assumption: employee only about $699,269 at 4% or $466,179 at 6%; with 50% employer match about $466,179 at 4% or $310,786 at 6%; with 100% employer match about $349,634 at 4% or $233,090 at 6%.
AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN-8$1,649,320$223,766$27,971iApproximate average salary by contribution assumption: employee only about $699,269 at 4% or $466,179 at 6%; with 50% employer match about $466,179 at 4% or $310,786 at 6%; with 100% employer match about $349,634 at 4% or $233,090 at 6%.
202118$1,747,152$210,252$26,282iApproximate average salary by contribution assumption: employee only about $657,038 at 4% or $438,025 at 6%; with 50% employer match about $438,025 at 4% or $292,017 at 6%; with 100% employer match about $328,519 at 4% or $219,013 at 6%.
AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN-8$1,747,152$210,252$26,282iApproximate average salary by contribution assumption: employee only about $657,038 at 4% or $438,025 at 6%; with 50% employer match about $438,025 at 4% or $292,017 at 6%; with 100% employer match about $328,519 at 4% or $219,013 at 6%.
202017$1,282,656$195,390$27,913iApproximate average salary by contribution assumption: employee only about $697,821 at 4% or $465,214 at 6%; with 50% employer match about $465,214 at 4% or $310,143 at 6%; with 100% employer match about $348,911 at 4% or $232,607 at 6%.
AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN-7$1,282,656$195,390$27,913iApproximate average salary by contribution assumption: employee only about $697,821 at 4% or $465,214 at 6%; with 50% employer match about $465,214 at 4% or $310,143 at 6%; with 100% employer match about $348,911 at 4% or $232,607 at 6%.
201916$888,127$195,087$32,515iApproximate average salary by contribution assumption: employee only about $812,863 at 4% or $541,908 at 6%; with 50% employer match about $541,908 at 4% or $361,272 at 6%; with 100% employer match about $406,431 at 4% or $270,954 at 6%.
AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN-6$888,127$195,087$32,515iApproximate average salary by contribution assumption: employee only about $812,863 at 4% or $541,908 at 6%; with 50% employer match about $541,908 at 4% or $361,272 at 6%; with 100% employer match about $406,431 at 4% or $270,954 at 6%.
201817$578,235$128,575$18,368iApproximate average salary by contribution assumption: employee only about $459,196 at 4% or $306,131 at 6%; with 50% employer match about $306,131 at 4% or $204,087 at 6%; with 100% employer match about $229,598 at 4% or $153,065 at 6%.
AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN-7$578,235$128,575$18,368iApproximate average salary by contribution assumption: employee only about $459,196 at 4% or $306,131 at 6%; with 50% employer match about $306,131 at 4% or $204,087 at 6%; with 100% employer match about $229,598 at 4% or $153,065 at 6%.
201717$498,898$164,836$23,548iApproximate average salary by contribution assumption: employee only about $588,700 at 4% or $392,467 at 6%; with 50% employer match about $392,467 at 4% or $261,644 at 6%; with 100% employer match about $294,350 at 4% or $196,233 at 6%.
AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN-7$498,898$164,836$23,548iApproximate average salary by contribution assumption: employee only about $588,700 at 4% or $392,467 at 6%; with 50% employer match about $392,467 at 4% or $261,644 at 6%; with 100% employer match about $294,350 at 4% or $196,233 at 6%.
201616$276,229$91,694$15,282iApproximate average salary by contribution assumption: employee only about $382,058 at 4% or $254,706 at 6%; with 50% employer match about $254,706 at 4% or $169,804 at 6%; with 100% employer match about $191,029 at 4% or $127,353 at 6%.
AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN-6$276,229$91,694$15,282iApproximate average salary by contribution assumption: employee only about $382,058 at 4% or $254,706 at 6%; with 50% employer match about $254,706 at 4% or $169,804 at 6%; with 100% employer match about $191,029 at 4% or $127,353 at 6%.
201516$164,791$84,617$14,103iApproximate average salary by contribution assumption: employee only about $352,571 at 4% or $235,047 at 6%; with 50% employer match about $235,047 at 4% or $156,698 at 6%; with 100% employer match about $176,285 at 4% or $117,524 at 6%.
AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN-6$164,791$84,617$14,103iApproximate average salary by contribution assumption: employee only about $352,571 at 4% or $235,047 at 6%; with 50% employer match about $235,047 at 4% or $156,698 at 6%; with 100% employer match about $176,285 at 4% or $117,524 at 6%.
201416$83,024$80,101$13,350iApproximate average salary by contribution assumption: employee only about $333,754 at 4% or $222,503 at 6%; with 50% employer match about $222,503 at 4% or $148,335 at 6%; with 100% employer match about $166,877 at 4% or $111,251 at 6%.
AFFINITY INVESTMENT GROUP, LLC 401(K) PLAN-6$83,024$80,101$13,350iApproximate average salary by contribution assumption: employee only about $333,754 at 4% or $222,503 at 6%; with 50% employer match about $222,503 at 4% or $148,335 at 6%; with 100% employer match about $166,877 at 4% or $111,251 at 6%.