Civic Intelligence

Access Financial Group

Plan context: Access Financial Group

EIN 13-3696056 • 27 filings • 3 plans

Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$7,587,276

2025 Contributions

$210,934

Historical Graphs

Total Assets Over Time

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

$7,587,276$3,793,638$0199920142025YearValue
$7,587,276Latest year 2025

Participants Over Time

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

46230199920122025YearValue
14Latest 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
2025114$7,587,276$210,934$15,067iApproximate average salary by contribution assumption: employee only about $376,668 at 4% or $251,112 at 6%; with 50% employer match about $251,112 at 4% or $167,408 at 6%; with 100% employer match about $188,334 at 4% or $125,556 at 6%.
Access Financial Group-14$7,587,276$210,934$15,067iApproximate average salary by contribution assumption: employee only about $376,668 at 4% or $251,112 at 6%; with 50% employer match about $251,112 at 4% or $167,408 at 6%; with 100% employer match about $188,334 at 4% or $125,556 at 6%.
2024114$6,293,214$205,659$14,690iApproximate average salary by contribution assumption: employee only about $367,248 at 4% or $244,832 at 6%; with 50% employer match about $244,832 at 4% or $163,221 at 6%; with 100% employer match about $183,624 at 4% or $122,416 at 6%.
Access Financial Group-14$6,293,214$205,659$14,690iApproximate average salary by contribution assumption: employee only about $367,248 at 4% or $244,832 at 6%; with 50% employer match about $244,832 at 4% or $163,221 at 6%; with 100% employer match about $183,624 at 4% or $122,416 at 6%.
2023112$5,388,175$216,824$18,069iApproximate average salary by contribution assumption: employee only about $451,717 at 4% or $301,144 at 6%; with 50% employer match about $301,144 at 4% or $200,763 at 6%; with 100% employer match about $225,858 at 4% or $150,572 at 6%.
Access Financial Group-12$5,388,175$216,824$18,069iApproximate average salary by contribution assumption: employee only about $451,717 at 4% or $301,144 at 6%; with 50% employer match about $301,144 at 4% or $200,763 at 6%; with 100% employer match about $225,858 at 4% or $150,572 at 6%.
2022113$4,109,675$279,893$21,530iApproximate average salary by contribution assumption: employee only about $538,256 at 4% or $358,837 at 6%; with 50% employer match about $358,837 at 4% or $239,225 at 6%; with 100% employer match about $269,128 at 4% or $179,419 at 6%.
Access Financial Group-13$4,109,675$279,893$21,530iApproximate average salary by contribution assumption: employee only about $538,256 at 4% or $358,837 at 6%; with 50% employer match about $358,837 at 4% or $239,225 at 6%; with 100% employer match about $269,128 at 4% or $179,419 at 6%.
2021117$5,160,618$193,175$11,363iApproximate average salary by contribution assumption: employee only about $284,081 at 4% or $189,387 at 6%; with 50% employer match about $189,387 at 4% or $126,258 at 6%; with 100% employer match about $142,040 at 4% or $94,694 at 6%.
Access Financial Group-17$5,160,618$193,175$11,363iApproximate average salary by contribution assumption: employee only about $284,081 at 4% or $189,387 at 6%; with 50% employer match about $189,387 at 4% or $126,258 at 6%; with 100% employer match about $142,040 at 4% or $94,694 at 6%.
2020117$4,651,001$147,955$8,703iApproximate average salary by contribution assumption: employee only about $217,581 at 4% or $145,054 at 6%; with 50% employer match about $145,054 at 4% or $96,703 at 6%; with 100% employer match about $108,790 at 4% or $72,527 at 6%.
Access Financial Group-17$4,651,001$147,955$8,703iApproximate average salary by contribution assumption: employee only about $217,581 at 4% or $145,054 at 6%; with 50% employer match about $145,054 at 4% or $96,703 at 6%; with 100% employer match about $108,790 at 4% or $72,527 at 6%.
2019117$3,580,093$224,360$13,198iApproximate average salary by contribution assumption: employee only about $329,941 at 4% or $219,961 at 6%; with 50% employer match about $219,961 at 4% or $146,641 at 6%; with 100% employer match about $164,971 at 4% or $109,980 at 6%.
Access Financial Group-17$3,580,093$224,360$13,198iApproximate average salary by contribution assumption: employee only about $329,941 at 4% or $219,961 at 6%; with 50% employer match about $219,961 at 4% or $146,641 at 6%; with 100% employer match about $164,971 at 4% or $109,980 at 6%.
2018117$2,734,391$146,773$8,634iApproximate average salary by contribution assumption: employee only about $215,843 at 4% or $143,895 at 6%; with 50% employer match about $143,895 at 4% or $95,930 at 6%; with 100% employer match about $107,921 at 4% or $71,948 at 6%.
Access Financial Group-17$2,734,391$146,773$8,634iApproximate average salary by contribution assumption: employee only about $215,843 at 4% or $143,895 at 6%; with 50% employer match about $143,895 at 4% or $95,930 at 6%; with 100% employer match about $107,921 at 4% or $71,948 at 6%.
2017118$2,941,806$191,974$10,665iApproximate average salary by contribution assumption: employee only about $266,631 at 4% or $177,754 at 6%; with 50% employer match about $177,754 at 4% or $118,502 at 6%; with 100% employer match about $133,315 at 4% or $88,877 at 6%.
Access Financial Group-18$2,941,806$191,974$10,665iApproximate average salary by contribution assumption: employee only about $266,631 at 4% or $177,754 at 6%; with 50% employer match about $177,754 at 4% or $118,502 at 6%; with 100% employer match about $133,315 at 4% or $88,877 at 6%.
2016117$2,364,105$168,830$9,931iApproximate average salary by contribution assumption: employee only about $248,279 at 4% or $165,520 at 6%; with 50% employer match about $165,520 at 4% or $110,346 at 6%; with 100% employer match about $124,140 at 4% or $82,760 at 6%.
Access Financial Group-17$2,364,105$168,830$9,931iApproximate average salary by contribution assumption: employee only about $248,279 at 4% or $165,520 at 6%; with 50% employer match about $165,520 at 4% or $110,346 at 6%; with 100% employer match about $124,140 at 4% or $82,760 at 6%.
2015115$2,029,302$144,759$9,651iApproximate average salary by contribution assumption: employee only about $241,265 at 4% or $160,843 at 6%; with 50% employer match about $160,843 at 4% or $107,229 at 6%; with 100% employer match about $120,633 at 4% or $80,422 at 6%.
Access Financial Group-15$2,029,302$144,759$9,651iApproximate average salary by contribution assumption: employee only about $241,265 at 4% or $160,843 at 6%; with 50% employer match about $160,843 at 4% or $107,229 at 6%; with 100% employer match about $120,633 at 4% or $80,422 at 6%.
2014116$2,012,805$139,467$8,717iApproximate average salary by contribution assumption: employee only about $217,917 at 4% or $145,278 at 6%; with 50% employer match about $145,278 at 4% or $96,852 at 6%; with 100% employer match about $108,959 at 4% or $72,639 at 6%.
Access Financial Group-16$2,012,805$139,467$8,717iApproximate average salary by contribution assumption: employee only about $217,917 at 4% or $145,278 at 6%; with 50% employer match about $145,278 at 4% or $96,852 at 6%; with 100% employer match about $108,959 at 4% or $72,639 at 6%.
2013115$1,895,547$136,228$9,082iApproximate average salary by contribution assumption: employee only about $227,047 at 4% or $151,364 at 6%; with 50% employer match about $151,364 at 4% or $100,910 at 6%; with 100% employer match about $113,523 at 4% or $75,682 at 6%.
Access Financial Group-15$1,895,547$136,228$9,082iApproximate average salary by contribution assumption: employee only about $227,047 at 4% or $151,364 at 6%; with 50% employer match about $151,364 at 4% or $100,910 at 6%; with 100% employer match about $113,523 at 4% or $75,682 at 6%.
2012116$1,417,912$146,596$9,162iApproximate average salary by contribution assumption: employee only about $229,056 at 4% or $152,704 at 6%; with 50% employer match about $152,704 at 4% or $101,803 at 6%; with 100% employer match about $114,528 at 4% or $76,352 at 6%.
Access Financial Group-16$1,417,912$146,596$9,162iApproximate average salary by contribution assumption: employee only about $229,056 at 4% or $152,704 at 6%; with 50% employer match about $152,704 at 4% or $101,803 at 6%; with 100% employer match about $114,528 at 4% or $76,352 at 6%.
2011117$1,162,259$104,099$6,123iApproximate average salary by contribution assumption: employee only about $153,087 at 4% or $102,058 at 6%; with 50% employer match about $102,058 at 4% or $68,039 at 6%; with 100% employer match about $76,543 at 4% or $51,029 at 6%.
Access Financial Group-17$1,162,259$104,099$6,123iApproximate average salary by contribution assumption: employee only about $153,087 at 4% or $102,058 at 6%; with 50% employer match about $102,058 at 4% or $68,039 at 6%; with 100% employer match about $76,543 at 4% or $51,029 at 6%.
2010116$1,086,809$114,097$7,131iApproximate average salary by contribution assumption: employee only about $178,277 at 4% or $118,851 at 6%; with 50% employer match about $118,851 at 4% or $79,234 at 6%; with 100% employer match about $89,138 at 4% or $59,426 at 6%.
Access Financial Group-16$1,086,809$114,097$7,131iApproximate average salary by contribution assumption: employee only about $178,277 at 4% or $118,851 at 6%; with 50% employer match about $118,851 at 4% or $79,234 at 6%; with 100% employer match about $89,138 at 4% or $59,426 at 6%.
2009116$882,421$87,663$5,479iApproximate average salary by contribution assumption: employee only about $136,973 at 4% or $91,316 at 6%; with 50% employer match about $91,316 at 4% or $60,877 at 6%; with 100% employer match about $68,487 at 4% or $45,658 at 6%.
Access Financial Group-16$882,421$87,663$5,479iApproximate average salary by contribution assumption: employee only about $136,973 at 4% or $91,316 at 6%; with 50% employer match about $91,316 at 4% or $60,877 at 6%; with 100% employer match about $68,487 at 4% or $45,658 at 6%.
2008118$652,225$48,887$2,716iApproximate average salary by contribution assumption: employee only about $67,899 at 4% or $45,266 at 6%; with 50% employer match about $45,266 at 4% or $30,177 at 6%; with 100% employer match about $33,949 at 4% or $22,633 at 6%.
Access Financial Group-18$652,225$48,887$2,716iApproximate average salary by contribution assumption: employee only about $67,899 at 4% or $45,266 at 6%; with 50% employer match about $45,266 at 4% or $30,177 at 6%; with 100% employer match about $33,949 at 4% or $22,633 at 6%.
2007116$0$0-
Access Financial Group-16---
2006121$777,067$56,071$2,670iApproximate average salary by contribution assumption: employee only about $66,751 at 4% or $44,501 at 6%; with 50% employer match about $44,501 at 4% or $29,667 at 6%; with 100% employer match about $33,376 at 4% or $22,250 at 6%.
Access Financial Group-21$777,067$56,071$2,670iApproximate average salary by contribution assumption: employee only about $66,751 at 4% or $44,501 at 6%; with 50% employer match about $44,501 at 4% or $29,667 at 6%; with 100% employer match about $33,376 at 4% or $22,250 at 6%.
2005130$985,835$79,356$2,645iApproximate average salary by contribution assumption: employee only about $66,130 at 4% or $44,087 at 6%; with 50% employer match about $44,087 at 4% or $29,391 at 6%; with 100% employer match about $33,065 at 4% or $22,043 at 6%.
Access Financial Group-30$985,835$79,356$2,645iApproximate average salary by contribution assumption: employee only about $66,130 at 4% or $44,087 at 6%; with 50% employer match about $44,087 at 4% or $29,391 at 6%; with 100% employer match about $33,065 at 4% or $22,043 at 6%.
2004131$911,637$38,074$1,228iApproximate average salary by contribution assumption: employee only about $30,705 at 4% or $20,470 at 6%; with 50% employer match about $20,470 at 4% or $13,647 at 6%; with 100% employer match about $15,352 at 4% or $10,235 at 6%.
Access Financial Group-31$911,637$38,074$1,228iApproximate average salary by contribution assumption: employee only about $30,705 at 4% or $20,470 at 6%; with 50% employer match about $20,470 at 4% or $13,647 at 6%; with 100% employer match about $15,352 at 4% or $10,235 at 6%.
2003130$0$0-
Access Financial Group-30---
2002132$621,554$101,390$3,168iApproximate average salary by contribution assumption: employee only about $79,211 at 4% or $52,807 at 6%; with 50% employer match about $52,807 at 4% or $35,205 at 6%; with 100% employer match about $39,605 at 4% or $26,404 at 6%.
Access Financial Group-32$621,554$101,390$3,168iApproximate average salary by contribution assumption: employee only about $79,211 at 4% or $52,807 at 6%; with 50% employer match about $52,807 at 4% or $35,205 at 6%; with 100% employer match about $39,605 at 4% or $26,404 at 6%.
2001136$0$0-
Access Financial Group-36---
2000135$0$0-
Access Financial Group-35---
1999146$1,213,083$214,650$4,666iApproximate average salary by contribution assumption: employee only about $116,658 at 4% or $77,772 at 6%; with 50% employer match about $77,772 at 4% or $51,848 at 6%; with 100% employer match about $58,329 at 4% or $38,886 at 6%.
Access Financial Group-46$1,213,083$214,650$4,666iApproximate average salary by contribution assumption: employee only about $116,658 at 4% or $77,772 at 6%; with 50% employer match about $77,772 at 4% or $51,848 at 6%; with 100% employer match about $58,329 at 4% or $38,886 at 6%.