Civic Intelligence

Association Financial Services LLC

Plan context: Association Financial Services LLC 401(K) Plan

EIN 20-5508049 • Miami, FL • 11 filings • 1 plans

4770 Biscayne Blvd, Ste 730Miami, FL 33137
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,055,767

2024 Contributions

$113,049

Historical Graphs

Total Assets Over Time

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

$3,055,767$1,527,884$0201420192024YearValue
$3,055,767Latest year 2024

Participants Over Time

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

1890201420192024YearValue
6Latest year 2024

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
202416$3,055,767$113,049$18,842iApproximate average salary by contribution assumption: employee only about $471,038 at 4% or $314,025 at 6%; with 50% employer match about $314,025 at 4% or $209,350 at 6%; with 100% employer match about $235,519 at 4% or $157,013 at 6%.
Association Financial Services LLC 401(K) Plan-6$3,055,767$113,049$18,842iApproximate average salary by contribution assumption: employee only about $471,038 at 4% or $314,025 at 6%; with 50% employer match about $314,025 at 4% or $209,350 at 6%; with 100% employer match about $235,519 at 4% or $157,013 at 6%.
202317$2,463,114$98,703$14,100iApproximate average salary by contribution assumption: employee only about $352,511 at 4% or $235,007 at 6%; with 50% employer match about $235,007 at 4% or $156,671 at 6%; with 100% employer match about $176,255 at 4% or $117,504 at 6%.
Association Financial Services LLC 401(K) Plan-7$2,463,114$98,703$14,100iApproximate average salary by contribution assumption: employee only about $352,511 at 4% or $235,007 at 6%; with 50% employer match about $235,007 at 4% or $156,671 at 6%; with 100% employer match about $176,255 at 4% or $117,504 at 6%.
202217$1,960,301$97,132$13,876iApproximate average salary by contribution assumption: employee only about $346,900 at 4% or $231,267 at 6%; with 50% employer match about $231,267 at 4% or $154,178 at 6%; with 100% employer match about $173,450 at 4% or $115,633 at 6%.
Association Financial Services LLC 401(K) Plan-7$1,960,301$97,132$13,876iApproximate average salary by contribution assumption: employee only about $346,900 at 4% or $231,267 at 6%; with 50% employer match about $231,267 at 4% or $154,178 at 6%; with 100% employer match about $173,450 at 4% or $115,633 at 6%.
202118$2,287,011$96,852$12,107iApproximate average salary by contribution assumption: employee only about $302,663 at 4% or $201,775 at 6%; with 50% employer match about $201,775 at 4% or $134,517 at 6%; with 100% employer match about $151,331 at 4% or $100,888 at 6%.
Association Financial Services LLC 401(K) Plan-8$2,287,011$96,852$12,107iApproximate average salary by contribution assumption: employee only about $302,663 at 4% or $201,775 at 6%; with 50% employer match about $201,775 at 4% or $134,517 at 6%; with 100% employer match about $151,331 at 4% or $100,888 at 6%.
202018$1,822,648$95,715$11,964iApproximate average salary by contribution assumption: employee only about $299,109 at 4% or $199,406 at 6%; with 50% employer match about $199,406 at 4% or $132,938 at 6%; with 100% employer match about $149,555 at 4% or $99,703 at 6%.
Association Financial Services LLC 401(K) Plan-8$1,822,648$95,715$11,964iApproximate average salary by contribution assumption: employee only about $299,109 at 4% or $199,406 at 6%; with 50% employer match about $199,406 at 4% or $132,938 at 6%; with 100% employer match about $149,555 at 4% or $99,703 at 6%.
2019110$1,711,360$274,213$27,421iApproximate average salary by contribution assumption: employee only about $685,533 at 4% or $457,022 at 6%; with 50% employer match about $457,022 at 4% or $304,681 at 6%; with 100% employer match about $342,766 at 4% or $228,511 at 6%.
Association Financial Services LLC 401(K) Plan-10$1,711,360$274,213$27,421iApproximate average salary by contribution assumption: employee only about $685,533 at 4% or $457,022 at 6%; with 50% employer match about $457,022 at 4% or $304,681 at 6%; with 100% employer match about $342,766 at 4% or $228,511 at 6%.
2018110$1,166,856$98,602$9,860iApproximate average salary by contribution assumption: employee only about $246,505 at 4% or $164,337 at 6%; with 50% employer match about $164,337 at 4% or $109,558 at 6%; with 100% employer match about $123,253 at 4% or $82,168 at 6%.
Association Financial Services LLC 401(K) Plan-10$1,166,856$98,602$9,860iApproximate average salary by contribution assumption: employee only about $246,505 at 4% or $164,337 at 6%; with 50% employer match about $164,337 at 4% or $109,558 at 6%; with 100% employer match about $123,253 at 4% or $82,168 at 6%.
2017113$1,272,969$159,710$12,285iApproximate average salary by contribution assumption: employee only about $307,135 at 4% or $204,756 at 6%; with 50% employer match about $204,756 at 4% or $136,504 at 6%; with 100% employer match about $153,567 at 4% or $102,378 at 6%.
Association Financial Services LLC 401(K) Plan-13$1,272,969$159,710$12,285iApproximate average salary by contribution assumption: employee only about $307,135 at 4% or $204,756 at 6%; with 50% employer match about $204,756 at 4% or $136,504 at 6%; with 100% employer match about $153,567 at 4% or $102,378 at 6%.
2016114$937,393$179,060$12,790iApproximate average salary by contribution assumption: employee only about $319,750 at 4% or $213,167 at 6%; with 50% employer match about $213,167 at 4% or $142,111 at 6%; with 100% employer match about $159,875 at 4% or $106,583 at 6%.
Association Financial Services LLC 401(K) Plan-14$937,393$179,060$12,790iApproximate average salary by contribution assumption: employee only about $319,750 at 4% or $213,167 at 6%; with 50% employer match about $213,167 at 4% or $142,111 at 6%; with 100% employer match about $159,875 at 4% or $106,583 at 6%.
2015118$725,912$177,384$9,855iApproximate average salary by contribution assumption: employee only about $246,367 at 4% or $164,244 at 6%; with 50% employer match about $164,244 at 4% or $109,496 at 6%; with 100% employer match about $123,183 at 4% or $82,122 at 6%.
Association Financial Services LLC 401(K) Plan-18$725,912$177,384$9,855iApproximate average salary by contribution assumption: employee only about $246,367 at 4% or $164,244 at 6%; with 50% employer match about $164,244 at 4% or $109,496 at 6%; with 100% employer match about $123,183 at 4% or $82,122 at 6%.
2014117$594,405$565,546$33,267iApproximate average salary by contribution assumption: employee only about $831,685 at 4% or $554,457 at 6%; with 50% employer match about $554,457 at 4% or $369,638 at 6%; with 100% employer match about $415,843 at 4% or $277,228 at 6%.
Association Financial Services LLC 401(K) Plan-17$594,405$565,546$33,267iApproximate average salary by contribution assumption: employee only about $831,685 at 4% or $554,457 at 6%; with 50% employer match about $554,457 at 4% or $369,638 at 6%; with 100% employer match about $415,843 at 4% or $277,228 at 6%.