Civic Intelligence

Argi Financial Group LLC

Plan context: Argi Financial Group LLC 401(K) Plan

EIN 20-3985505 • Louisville, KY • 25 filings • 9 plans

2110 High Wickham PlaceLouisville, KY 40245
Current Snapshot

Latest Year

2023

2023 Participants

320

2023 Assets

$3,790,161

2023 Contributions

$789,125

Historical Graphs

Total Assets Over Time

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

$3,790,161$1,895,081$0200720112015YearValue
$3,790,161Latest year 2015

Participants Over Time

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

3201600200720132021YearValue
320Latest year 2021

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
202310$0$0-
ARGI FINANCIAL GROUP LLC HEALTH & WELFARE BENEFIT PLAN-0---
202230$0$0-
ARGI FINANCIAL GROUP LLC LIFE AND DISABILITY BENEFIT PLAN-0---
ARGI FINANCIAL GROUP LLC GROUP HEALTH BENEFIT PLAN-0---
ARGI FINANCIAL GROUP LLC GROUP DENTAL BENEFIT PLAN-0---
20215320$0$0-
ARGI FINANCIAL GROUP LLC GROUP DISABILITY BENEFIT PLAN-148---
ARGI FINANCIAL GROUP LLC HEALTH BENEFIT PLAN-147---
ARGI FINANCIAL GROUP LLC LIFE AND DISABILITY BENEFIT PLAN-226---
ARGI FINANCIAL GROUP LLC GROUP HEALTH BENEFIT PLAN-198---
ARGI FINANCIAL GROUP LLC GROUP DENTAL BENEFIT PLAN-320---
20203263$0$0-
ARGI FINANCIAL GROUP LLC LIFE AND DISABILITY BENEFIT PLAN-200---
ARGI FINANCIAL GROUP LLC GROUP HEALTH BENEFIT PLAN-173---
ARGI FINANCIAL GROUP LLC GROUP DENTAL BENEFIT PLAN-263---
20193244$0$0-
ARGI FINANCIAL GROUP LLC GROUP DISABILITY BENEFIT PLAN-191---
ARGI FINANCIAL GROUP LLC HEALTH BENEFIT PLAN-196---
ARGI FINANCIAL GROUP LLC GROUP DENTAL BENEFIT PLAN-244---
20171135$0$0-
ARGI FINANCIAL GROUP, LLC GROUP DISABILITY BENEFIT PLAN-135---
20151106$3,790,161$789,125$7,445iApproximate average salary by contribution assumption: employee only about $186,114 at 4% or $124,076 at 6%; with 50% employer match about $124,076 at 4% or $82,718 at 6%; with 100% employer match about $93,057 at 4% or $62,038 at 6%.
Argi Financial Group LLC 401(K) Plan-106$3,790,161$789,125$7,445iApproximate average salary by contribution assumption: employee only about $186,114 at 4% or $124,076 at 6%; with 50% employer match about $124,076 at 4% or $82,718 at 6%; with 100% employer match about $93,057 at 4% or $62,038 at 6%.
2014178$3,183,190$488,704$6,265iApproximate average salary by contribution assumption: employee only about $156,636 at 4% or $104,424 at 6%; with 50% employer match about $104,424 at 4% or $69,616 at 6%; with 100% employer match about $78,318 at 4% or $52,212 at 6%.
Argi Financial Group LLC 401(K) Plan-78$3,183,190$488,704$6,265iApproximate average salary by contribution assumption: employee only about $156,636 at 4% or $104,424 at 6%; with 50% employer match about $104,424 at 4% or $69,616 at 6%; with 100% employer match about $78,318 at 4% or $52,212 at 6%.
2013162$2,660,598$358,543$5,783iApproximate average salary by contribution assumption: employee only about $144,574 at 4% or $96,383 at 6%; with 50% employer match about $96,383 at 4% or $64,255 at 6%; with 100% employer match about $72,287 at 4% or $48,191 at 6%.
Argi Financial Group LLC 401(K) Plan-62$2,660,598$358,543$5,783iApproximate average salary by contribution assumption: employee only about $144,574 at 4% or $96,383 at 6%; with 50% employer match about $96,383 at 4% or $64,255 at 6%; with 100% employer match about $72,287 at 4% or $48,191 at 6%.
2012160$1,978,890$756,348$12,606iApproximate average salary by contribution assumption: employee only about $315,145 at 4% or $210,097 at 6%; with 50% employer match about $210,097 at 4% or $140,064 at 6%; with 100% employer match about $157,573 at 4% or $105,048 at 6%.
Argi Financial Group LLC 401(K) Plan-60$1,978,890$756,348$12,606iApproximate average salary by contribution assumption: employee only about $315,145 at 4% or $210,097 at 6%; with 50% employer match about $210,097 at 4% or $140,064 at 6%; with 100% employer match about $157,573 at 4% or $105,048 at 6%.
2011148$1,134,559$221,774$4,620iApproximate average salary by contribution assumption: employee only about $115,507 at 4% or $77,005 at 6%; with 50% employer match about $77,005 at 4% or $51,337 at 6%; with 100% employer match about $57,754 at 4% or $38,502 at 6%.
Argi Financial Group LLC 401(K) Plan-48$1,134,559$221,774$4,620iApproximate average salary by contribution assumption: employee only about $115,507 at 4% or $77,005 at 6%; with 50% employer match about $77,005 at 4% or $51,337 at 6%; with 100% employer match about $57,754 at 4% or $38,502 at 6%.
2010137$954,591$183,232$4,952iApproximate average salary by contribution assumption: employee only about $123,805 at 4% or $82,537 at 6%; with 50% employer match about $82,537 at 4% or $55,025 at 6%; with 100% employer match about $61,903 at 4% or $41,268 at 6%.
Argi Financial Group LLC 401(K) Plan-37$954,591$183,232$4,952iApproximate average salary by contribution assumption: employee only about $123,805 at 4% or $82,537 at 6%; with 50% employer match about $82,537 at 4% or $55,025 at 6%; with 100% employer match about $61,903 at 4% or $41,268 at 6%.
2009136$760,712$125,296$3,480iApproximate average salary by contribution assumption: employee only about $87,011 at 4% or $58,007 at 6%; with 50% employer match about $58,007 at 4% or $38,672 at 6%; with 100% employer match about $43,506 at 4% or $29,004 at 6%.
Argi Financial Group LLC 401(K) Plan-36$760,712$125,296$3,480iApproximate average salary by contribution assumption: employee only about $87,011 at 4% or $58,007 at 6%; with 50% employer match about $58,007 at 4% or $38,672 at 6%; with 100% employer match about $43,506 at 4% or $29,004 at 6%.
2008132$543,898$171,168$5,349iApproximate average salary by contribution assumption: employee only about $133,725 at 4% or $89,150 at 6%; with 50% employer match about $89,150 at 4% or $59,433 at 6%; with 100% employer match about $66,863 at 4% or $44,575 at 6%.
Argi Financial Group LLC 401(K) Plan-32$543,898$171,168$5,349iApproximate average salary by contribution assumption: employee only about $133,725 at 4% or $89,150 at 6%; with 50% employer match about $89,150 at 4% or $59,433 at 6%; with 100% employer match about $66,863 at 4% or $44,575 at 6%.
2007131$688,696$217,045$7,001iApproximate average salary by contribution assumption: employee only about $175,036 at 4% or $116,691 at 6%; with 50% employer match about $116,691 at 4% or $77,794 at 6%; with 100% employer match about $87,518 at 4% or $58,345 at 6%.
Argi Financial Group LLC 401(K) Plan-31$688,696$217,045$7,001iApproximate average salary by contribution assumption: employee only about $175,036 at 4% or $116,691 at 6%; with 50% employer match about $116,691 at 4% or $77,794 at 6%; with 100% employer match about $87,518 at 4% or $58,345 at 6%.