Civic Intelligence

AMERIFUNDS DIVERSIFIED FUNDING, LLC

Plan context: AMERIFUNDS DIVERSIFIED FUNDING, LLC PROFIT SHARING PLAN

EIN 20-0053352 • Scottsdale, AZ • 12 filings • 2 plans

9375 E. Shea Blvd., Suite 100Scottsdale, AZ 85260
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$6,361

2025 Contributions

$32,224

Historical Graphs

Total Assets Over Time

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

$122,636$61,318$0201520202025YearValue
$6,361Latest year 2025

Participants Over Time

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

840201520202025YearValue
6Latest 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
202516$6,361$0-
AMERIFUNDS DIVERSIFIED FUNDING, LLC PROFIT SHARING PLAN-6$6,361--
202416$6,027$0-
AMERIFUNDS DIVERSIFIED FUNDING, LLC PROFIT SHARING PLAN-6$6,027--
202316$5,771$0-
AMERIFUNDS DIVERSIFIED FUNDING, LLC PROFIT SHARING PLAN-6$5,771--
202216$5,450$0-
AMERIFUNDS DIVERSIFIED FUNDING, LLC PROFIT SHARING PLAN-6$5,450--
202116$5,230$0-
AMERIFUNDS DIVERSIFIED FUNDING, LLC PROFIT SHARING PLAN-6$5,230$0-
202026$4,603$0-
AMERIFUNDS DIVERSIFIED FUNDING, LLC PROFIT SHARING PLAN-6$4,603$0-
AMERIFUNDS DIVERSIFIED FUNDING, LLC CASH BALANCE PLAN-0$0$0-
201916$122,636$0-
AMERIFUNDS DIVERSIFIED FUNDING, LLC CASH BALANCE PLAN-6$122,636$0-
201817$116,745$0-
AMERIFUNDS DIVERSIFIED FUNDING, LLC CASH BALANCE PLAN-7$116,745$0-
201718$112,632$32,224$4,028iApproximate average salary by contribution assumption: employee only about $100,700 at 4% or $67,133 at 6%; with 50% employer match about $67,133 at 4% or $44,756 at 6%; with 100% employer match about $50,350 at 4% or $33,567 at 6%.
AMERIFUNDS DIVERSIFIED FUNDING, LLC CASH BALANCE PLAN-8$112,632$32,224$4,028iApproximate average salary by contribution assumption: employee only about $100,700 at 4% or $67,133 at 6%; with 50% employer match about $67,133 at 4% or $44,756 at 6%; with 100% employer match about $50,350 at 4% or $33,567 at 6%.
201617$76,864$26,329$3,761iApproximate average salary by contribution assumption: employee only about $94,032 at 4% or $62,688 at 6%; with 50% employer match about $62,688 at 4% or $41,792 at 6%; with 100% employer match about $47,016 at 4% or $31,344 at 6%.
AMERIFUNDS DIVERSIFIED FUNDING, LLC CASH BALANCE PLAN-7$76,864$26,329$3,761iApproximate average salary by contribution assumption: employee only about $94,032 at 4% or $62,688 at 6%; with 50% employer match about $62,688 at 4% or $41,792 at 6%; with 100% employer match about $47,016 at 4% or $31,344 at 6%.
201516$50,000$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
AMERIFUNDS DIVERSIFIED FUNDING, LLC CASH BALANCE PLAN-6$50,000$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.