Civic Intelligence

American Financial Advisors Inc.

Plan context: AMERICAN FINANCIAL ADVISORS, INC DB PLAN

EIN 14-1725316 • Winter Park, FL • 24 filings • 3 plans

1031 West Morse Blvd, Suite 110Winter Park, FL 32789
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,604,971

2025 Contributions

$602,500

Historical Graphs

Total Assets Over Time

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

$3,704,583$1,852,292$0200720162025YearValue
$2,604,971Latest year 2025

Participants Over Time

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

630200720152023YearValue
3Latest year 2023

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
202510$2,604,971$602,500-
AMERICAN FINANCIAL ADVISORS, INC DB PLAN-0$2,604,971$602,500-
202420$1,818,760$557,500-
AMERICAN FINANCIAL ADVISORS, INC DB PLAN-0$1,818,760$557,500-
American Financial Advisors Inc. 401K Plan-0$0--
202323$3,704,583$513,210$171,070iApproximate average salary by contribution assumption: employee only about $4,276,750 at 4% or $2,851,167 at 6%; with 50% employer match about $2,851,167 at 4% or $1,900,778 at 6%; with 100% employer match about $2,138,375 at 4% or $1,425,583 at 6%.
American Financial Advisors Inc. 401K Plan-3$2,542,245$85,710$28,570iApproximate average salary by contribution assumption: employee only about $714,250 at 4% or $476,167 at 6%; with 50% employer match about $476,167 at 4% or $317,444 at 6%; with 100% employer match about $357,125 at 4% or $238,083 at 6%.
AMERICAN FINANCIAL ADVISORS, INC. DB PLAN-3$1,162,338$427,500$142,500iApproximate average salary by contribution assumption: employee only about $3,562,500 at 4% or $2,375,000 at 6%; with 50% employer match about $2,375,000 at 4% or $1,583,333 at 6%; with 100% employer match about $1,781,250 at 4% or $1,187,500 at 6%.
202223$2,792,845$442,210$147,403iApproximate average salary by contribution assumption: employee only about $3,685,083 at 4% or $2,456,722 at 6%; with 50% employer match about $2,456,722 at 4% or $1,637,815 at 6%; with 100% employer match about $1,842,542 at 4% or $1,228,361 at 6%.
American Financial Advisors Inc. 401K Plan-3$2,143,209$74,710$24,903iApproximate average salary by contribution assumption: employee only about $622,583 at 4% or $415,056 at 6%; with 50% employer match about $415,056 at 4% or $276,704 at 6%; with 100% employer match about $311,292 at 4% or $207,528 at 6%.
AMERICAN FINANCIAL ADVISORS, INC DB PLAN-3$649,636$367,500$122,500iApproximate average salary by contribution assumption: employee only about $3,062,500 at 4% or $2,041,667 at 6%; with 50% employer match about $2,041,667 at 4% or $1,361,111 at 6%; with 100% employer match about $1,531,250 at 4% or $1,020,833 at 6%.
202123$2,641,567$271,983$90,661iApproximate average salary by contribution assumption: employee only about $2,266,525 at 4% or $1,511,017 at 6%; with 50% employer match about $1,511,017 at 4% or $1,007,344 at 6%; with 100% employer match about $1,133,263 at 4% or $755,508 at 6%.
American Financial Advisors Inc. 401K Plan-3$2,311,095$61,983$20,661iApproximate average salary by contribution assumption: employee only about $516,525 at 4% or $344,350 at 6%; with 50% employer match about $344,350 at 4% or $229,567 at 6%; with 100% employer match about $258,263 at 4% or $172,175 at 6%.
AMERICAN FINANCIAL ADVISORS, INC DB PLAN-3$330,472$210,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
202023$2,022,741$171,509$57,170iApproximate average salary by contribution assumption: employee only about $1,429,242 at 4% or $952,828 at 6%; with 50% employer match about $952,828 at 4% or $635,219 at 6%; with 100% employer match about $714,621 at 4% or $476,414 at 6%.
American Financial Advisors Inc. 401K Plan-3$1,911,741$60,509$20,170iApproximate average salary by contribution assumption: employee only about $504,242 at 4% or $336,161 at 6%; with 50% employer match about $336,161 at 4% or $224,107 at 6%; with 100% employer match about $252,121 at 4% or $168,081 at 6%.
AMERICAN FINANCIAL ADVISORS, INC DB PLAN-3$111,000$111,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
201914$2,556,358$169,348$42,337iApproximate average salary by contribution assumption: employee only about $1,058,425 at 4% or $705,617 at 6%; with 50% employer match about $705,617 at 4% or $470,411 at 6%; with 100% employer match about $529,213 at 4% or $352,808 at 6%.
American Financial Advisors Inc. 401K Plan-4$2,556,358$169,348$42,337iApproximate average salary by contribution assumption: employee only about $1,058,425 at 4% or $705,617 at 6%; with 50% employer match about $705,617 at 4% or $470,411 at 6%; with 100% employer match about $529,213 at 4% or $352,808 at 6%.
201814$2,046,364$169,148$42,287iApproximate average salary by contribution assumption: employee only about $1,057,175 at 4% or $704,783 at 6%; with 50% employer match about $704,783 at 4% or $469,856 at 6%; with 100% employer match about $528,588 at 4% or $352,392 at 6%.
American Financial Advisors Inc. 401K Plan-4$2,046,364$169,148$42,287iApproximate average salary by contribution assumption: employee only about $1,057,175 at 4% or $704,783 at 6%; with 50% employer match about $704,783 at 4% or $469,856 at 6%; with 100% employer match about $528,588 at 4% or $352,392 at 6%.
201714$2,106,046$162,752$40,688iApproximate average salary by contribution assumption: employee only about $1,017,200 at 4% or $678,133 at 6%; with 50% employer match about $678,133 at 4% or $452,089 at 6%; with 100% employer match about $508,600 at 4% or $339,067 at 6%.
American Financial Advisors Inc. 401K Plan-4$2,106,046$162,752$40,688iApproximate average salary by contribution assumption: employee only about $1,017,200 at 4% or $678,133 at 6%; with 50% employer match about $678,133 at 4% or $452,089 at 6%; with 100% employer match about $508,600 at 4% or $339,067 at 6%.
201614$1,651,180$143,757$35,939iApproximate average salary by contribution assumption: employee only about $898,481 at 4% or $598,988 at 6%; with 50% employer match about $598,988 at 4% or $399,325 at 6%; with 100% employer match about $449,241 at 4% or $299,494 at 6%.
American Financial Advisors Inc. 401K Plan-4$1,651,180$143,757$35,939iApproximate average salary by contribution assumption: employee only about $898,481 at 4% or $598,988 at 6%; with 50% employer match about $598,988 at 4% or $399,325 at 6%; with 100% employer match about $449,241 at 4% or $299,494 at 6%.
201514$1,356,045$138,268$34,567iApproximate average salary by contribution assumption: employee only about $864,175 at 4% or $576,117 at 6%; with 50% employer match about $576,117 at 4% or $384,078 at 6%; with 100% employer match about $432,088 at 4% or $288,058 at 6%.
American Financial Advisors Inc. 401K Plan-4$1,356,045$138,268$34,567iApproximate average salary by contribution assumption: employee only about $864,175 at 4% or $576,117 at 6%; with 50% employer match about $576,117 at 4% or $384,078 at 6%; with 100% employer match about $432,088 at 4% or $288,058 at 6%.
201414$1,265,560$132,006$33,002iApproximate average salary by contribution assumption: employee only about $825,038 at 4% or $550,025 at 6%; with 50% employer match about $550,025 at 4% or $366,683 at 6%; with 100% employer match about $412,519 at 4% or $275,013 at 6%.
American Financial Advisors Inc. 401K Plan-4$1,265,560$132,006$33,002iApproximate average salary by contribution assumption: employee only about $825,038 at 4% or $550,025 at 6%; with 50% employer match about $550,025 at 4% or $366,683 at 6%; with 100% employer match about $412,519 at 4% or $275,013 at 6%.
201314$1,460,809$172,053$43,013iApproximate average salary by contribution assumption: employee only about $1,075,331 at 4% or $716,888 at 6%; with 50% employer match about $716,888 at 4% or $477,925 at 6%; with 100% employer match about $537,666 at 4% or $358,444 at 6%.
American Financial Advisors Inc. 401K Plan-4$1,460,809$172,053$43,013iApproximate average salary by contribution assumption: employee only about $1,075,331 at 4% or $716,888 at 6%; with 50% employer match about $716,888 at 4% or $477,925 at 6%; with 100% employer match about $537,666 at 4% or $358,444 at 6%.
201215$1,073,813$200,652$40,130iApproximate average salary by contribution assumption: employee only about $1,003,260 at 4% or $668,840 at 6%; with 50% employer match about $668,840 at 4% or $445,893 at 6%; with 100% employer match about $501,630 at 4% or $334,420 at 6%.
American Financial Advisors Inc. 401K Plan-5$1,073,813$200,652$40,130iApproximate average salary by contribution assumption: employee only about $1,003,260 at 4% or $668,840 at 6%; with 50% employer match about $668,840 at 4% or $445,893 at 6%; with 100% employer match about $501,630 at 4% or $334,420 at 6%.
201115$771,225$184,050$36,810iApproximate average salary by contribution assumption: employee only about $920,250 at 4% or $613,500 at 6%; with 50% employer match about $613,500 at 4% or $409,000 at 6%; with 100% employer match about $460,125 at 4% or $306,750 at 6%.
American Financial Advisors Inc. 401K Plan-5$771,225$184,050$36,810iApproximate average salary by contribution assumption: employee only about $920,250 at 4% or $613,500 at 6%; with 50% employer match about $613,500 at 4% or $409,000 at 6%; with 100% employer match about $460,125 at 4% or $306,750 at 6%.
201015$631,542$147,968$29,594iApproximate average salary by contribution assumption: employee only about $739,840 at 4% or $493,227 at 6%; with 50% employer match about $493,227 at 4% or $328,818 at 6%; with 100% employer match about $369,920 at 4% or $246,613 at 6%.
American Financial Advisors Inc. 401K Plan-5$631,542$147,968$29,594iApproximate average salary by contribution assumption: employee only about $739,840 at 4% or $493,227 at 6%; with 50% employer match about $493,227 at 4% or $328,818 at 6%; with 100% employer match about $369,920 at 4% or $246,613 at 6%.
200915$419,239$132,412$26,482iApproximate average salary by contribution assumption: employee only about $662,060 at 4% or $441,373 at 6%; with 50% employer match about $441,373 at 4% or $294,249 at 6%; with 100% employer match about $331,030 at 4% or $220,687 at 6%.
American Financial Advisors Inc. 401K Plan-5$419,239$132,412$26,482iApproximate average salary by contribution assumption: employee only about $662,060 at 4% or $441,373 at 6%; with 50% employer match about $441,373 at 4% or $294,249 at 6%; with 100% employer match about $331,030 at 4% or $220,687 at 6%.
200815$230,034$142,246$28,449iApproximate average salary by contribution assumption: employee only about $711,230 at 4% or $474,153 at 6%; with 50% employer match about $474,153 at 4% or $316,102 at 6%; with 100% employer match about $355,615 at 4% or $237,077 at 6%.
American Financial Advisors Inc. 401K Plan-5$230,034$142,246$28,449iApproximate average salary by contribution assumption: employee only about $711,230 at 4% or $474,153 at 6%; with 50% employer match about $474,153 at 4% or $316,102 at 6%; with 100% employer match about $355,615 at 4% or $237,077 at 6%.
200716$140,981$141,522$23,587iApproximate average salary by contribution assumption: employee only about $589,675 at 4% or $393,117 at 6%; with 50% employer match about $393,117 at 4% or $262,078 at 6%; with 100% employer match about $294,838 at 4% or $196,558 at 6%.
American Financial Advisors Inc. 401K Plan-6$140,981$141,522$23,587iApproximate average salary by contribution assumption: employee only about $589,675 at 4% or $393,117 at 6%; with 50% employer match about $393,117 at 4% or $262,078 at 6%; with 100% employer match about $294,838 at 4% or $196,558 at 6%.