ASSOCIATED FINANCIAL PLANNERS, LLC
Plan context: ASSOCIATED FINANCIAL PLANNERS 401(K) PLAN
EIN 20-2085361 • Spring Lake Heights, NJ • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$585,206
2025 Contributions
$101,535
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $585,206 | $101,535 | $33,845iApproximate average salary by contribution assumption: employee only about $846,125 at 4% or $564,083 at 6%; with 50% employer match about $564,083 at 4% or $376,056 at 6%; with 100% employer match about $423,063 at 4% or $282,042 at 6%. |
| ASSOCIATED FINANCIAL PLANNERS 401(K) PLAN | - | 3 | $585,206 | $101,535 | $33,845iApproximate average salary by contribution assumption: employee only about $846,125 at 4% or $564,083 at 6%; with 50% employer match about $564,083 at 4% or $376,056 at 6%; with 100% employer match about $423,063 at 4% or $282,042 at 6%. |
| 2024 | 1 | 3 | $392,226 | $101,521 | $33,840iApproximate average salary by contribution assumption: employee only about $846,008 at 4% or $564,006 at 6%; with 50% employer match about $564,006 at 4% or $376,004 at 6%; with 100% employer match about $423,004 at 4% or $282,003 at 6%. |
| ASSOCIATED FINANCIAL PLANNERS 401(K) PLAN | - | 3 | $392,226 | $101,521 | $33,840iApproximate average salary by contribution assumption: employee only about $846,008 at 4% or $564,006 at 6%; with 50% employer match about $564,006 at 4% or $376,004 at 6%; with 100% employer match about $423,004 at 4% or $282,003 at 6%. |
| 2023 | 1 | 3 | $245,821 | $97,921 | $32,640iApproximate average salary by contribution assumption: employee only about $816,008 at 4% or $544,006 at 6%; with 50% employer match about $544,006 at 4% or $362,670 at 6%; with 100% employer match about $408,004 at 4% or $272,003 at 6%. |
| ASSOCIATED FINANCIAL PLANNERS 401(K) PLAN | - | 3 | $245,821 | $97,921 | $32,640iApproximate average salary by contribution assumption: employee only about $816,008 at 4% or $544,006 at 6%; with 50% employer match about $544,006 at 4% or $362,670 at 6%; with 100% employer match about $408,004 at 4% or $272,003 at 6%. |
| 2022 | 1 | 3 | $115,007 | $93,788 | $31,263iApproximate average salary by contribution assumption: employee only about $781,567 at 4% or $521,044 at 6%; with 50% employer match about $521,044 at 4% or $347,363 at 6%; with 100% employer match about $390,783 at 4% or $260,522 at 6%. |
| ASSOCIATED FINANCIAL PLANNERS 401(K) PLAN | - | 3 | $115,007 | $93,788 | $31,263iApproximate average salary by contribution assumption: employee only about $781,567 at 4% or $521,044 at 6%; with 50% employer match about $521,044 at 4% or $347,363 at 6%; with 100% employer match about $390,783 at 4% or $260,522 at 6%. |
| 2021 | 1 | 3 | $36,050 | $34,591 | $11,530iApproximate average salary by contribution assumption: employee only about $288,258 at 4% or $192,172 at 6%; with 50% employer match about $192,172 at 4% or $128,115 at 6%; with 100% employer match about $144,129 at 4% or $96,086 at 6%. |
| ASSOCIATED FINANCIAL PLANNERS 401(K) PLAN | - | 3 | $36,050 | $34,591 | $11,530iApproximate average salary by contribution assumption: employee only about $288,258 at 4% or $192,172 at 6%; with 50% employer match about $192,172 at 4% or $128,115 at 6%; with 100% employer match about $144,129 at 4% or $96,086 at 6%. |