Civic Intelligence

AUTOMATED FINANCIAL SYSTEMS, INC.

Plan context: Automated Financial Systems Money Purchase Plan

EIN 11-3309066 • 6 filings • 4 plans

Current Snapshot

Latest Year

2001

2001 Participants

5

2001 Assets

$220,871

2001 Contributions

$56,126

Historical Graphs

Total Assets Over Time

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

$220,871$110,436$019992000YearValue
$220,871Latest year 2000

Participants Over Time

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

530199920002001YearValue
5Latest year 2001

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
200125$0$0-
Automated Financial Systems Money Purchase Plan-5---
Automated Financial Systems Profit Sharing Plan-5---
200025$220,871$56,126$11,225iApproximate average salary by contribution assumption: employee only about $280,630 at 4% or $187,087 at 6%; with 50% employer match about $187,087 at 4% or $124,724 at 6%; with 100% employer match about $140,315 at 4% or $93,543 at 6%.
Automated Financial Systems Money Purchase Plan-5$161,919$56,126$11,225iApproximate average salary by contribution assumption: employee only about $280,630 at 4% or $187,087 at 6%; with 50% employer match about $187,087 at 4% or $124,724 at 6%; with 100% employer match about $140,315 at 4% or $93,543 at 6%.
Automated Financial Systems Profit Sharing Plan-5$58,952--
199923$180,783$94,850$31,617iApproximate average salary by contribution assumption: employee only about $790,417 at 4% or $526,944 at 6%; with 50% employer match about $526,944 at 4% or $351,296 at 6%; with 100% employer match about $395,208 at 4% or $263,472 at 6%.
Automated Financial Systems Money Purchase Plan-3$111,867$70,690$23,563iApproximate average salary by contribution assumption: employee only about $589,083 at 4% or $392,722 at 6%; with 50% employer match about $392,722 at 4% or $261,815 at 6%; with 100% employer match about $294,542 at 4% or $196,361 at 6%.
Automated Financial Systems Profit Sharing Plan-3$68,916$24,160$8,053iApproximate average salary by contribution assumption: employee only about $201,333 at 4% or $134,222 at 6%; with 50% employer match about $134,222 at 4% or $89,481 at 6%; with 100% employer match about $100,667 at 4% or $67,111 at 6%.