Association Financial Services Inc
Plan context: Afs Inc 401(K) Plan
EIN 20-5636795 • Salt Lake City, UT • 23 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$2,499,153
2024 Contributions
$644,470
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 18 | $2,499,153 | $644,470 | $35,804iApproximate average salary by contribution assumption: employee only about $895,097 at 4% or $596,731 at 6%; with 50% employer match about $596,731 at 4% or $397,821 at 6%; with 100% employer match about $447,549 at 4% or $298,366 at 6%. |
| Afs Inc 401(K) Plan | - | 18 | $1,404,259 | $232,020 | $12,890iApproximate average salary by contribution assumption: employee only about $322,250 at 4% or $214,833 at 6%; with 50% employer match about $214,833 at 4% or $143,222 at 6%; with 100% employer match about $161,125 at 4% or $107,417 at 6%. |
| ASSOCIATION FINANCIAL SERVICES CASH BALANCE PLAN | - | 17 | $1,094,894 | $412,450 | $24,262iApproximate average salary by contribution assumption: employee only about $606,544 at 4% or $404,363 at 6%; with 50% employer match about $404,363 at 4% or $269,575 at 6%; with 100% employer match about $303,272 at 4% or $202,181 at 6%. |
| 2023 | 2 | 21 | $1,759,461 | $750,993 | $35,762iApproximate average salary by contribution assumption: employee only about $894,039 at 4% or $596,026 at 6%; with 50% employer match about $596,026 at 4% or $397,351 at 6%; with 100% employer match about $447,020 at 4% or $298,013 at 6%. |
| Afs Inc 401(K) Plan | - | 21 | $1,142,191 | $504,521 | $24,025iApproximate average salary by contribution assumption: employee only about $600,620 at 4% or $400,413 at 6%; with 50% employer match about $400,413 at 4% or $266,942 at 6%; with 100% employer match about $300,310 at 4% or $200,207 at 6%. |
| ASSOCIATION FINANCIAL SERVICES CASH BALANCE PLAN | - | 16 | $617,270 | $246,472 | $15,405iApproximate average salary by contribution assumption: employee only about $385,113 at 4% or $256,742 at 6%; with 50% employer match about $256,742 at 4% or $171,161 at 6%; with 100% employer match about $192,556 at 4% or $128,371 at 6%. |
| 2022 | 2 | 25 | $1,090,037 | $697,852 | $27,914iApproximate average salary by contribution assumption: employee only about $697,852 at 4% or $465,235 at 6%; with 50% employer match about $465,235 at 4% or $310,156 at 6%; with 100% employer match about $348,926 at 4% or $232,617 at 6%. |
| Afs Inc 401(K) Plan | - | 25 | $676,262 | $453,511 | $18,140iApproximate average salary by contribution assumption: employee only about $453,511 at 4% or $302,341 at 6%; with 50% employer match about $302,341 at 4% or $201,560 at 6%; with 100% employer match about $226,755 at 4% or $151,170 at 6%. |
| ASSOCIATION FINANCIAL SERVICES CASH BALANCE PLAN | - | 9 | $413,775 | $244,341 | $27,149iApproximate average salary by contribution assumption: employee only about $678,725 at 4% or $452,483 at 6%; with 50% employer match about $452,483 at 4% or $301,656 at 6%; with 100% employer match about $339,363 at 4% or $226,242 at 6%. |
| 2021 | 2 | 17 | $1,603,243 | $598,904 | $35,230iApproximate average salary by contribution assumption: employee only about $880,741 at 4% or $587,161 at 6%; with 50% employer match about $587,161 at 4% or $391,441 at 6%; with 100% employer match about $440,371 at 4% or $293,580 at 6%. |
| Afs Inc 401(K) Plan | - | 17 | $1,000,739 | $256,196 | $15,070iApproximate average salary by contribution assumption: employee only about $376,759 at 4% or $251,173 at 6%; with 50% employer match about $251,173 at 4% or $167,448 at 6%; with 100% employer match about $188,379 at 4% or $125,586 at 6%. |
| ASSOCIATION FINANCIAL SERVICES CASH BALANCE PLAN | - | 10 | $602,504 | $342,708 | $34,271iApproximate average salary by contribution assumption: employee only about $856,770 at 4% or $571,180 at 6%; with 50% employer match about $571,180 at 4% or $380,787 at 6%; with 100% employer match about $428,385 at 4% or $285,590 at 6%. |
| 2020 | 2 | 14 | $889,268 | $442,192 | $31,585iApproximate average salary by contribution assumption: employee only about $789,629 at 4% or $526,419 at 6%; with 50% employer match about $526,419 at 4% or $350,946 at 6%; with 100% employer match about $394,814 at 4% or $263,210 at 6%. |
| Afs Inc 401(K) Plan | - | 14 | $642,289 | $195,213 | $13,944iApproximate average salary by contribution assumption: employee only about $348,595 at 4% or $232,396 at 6%; with 50% employer match about $232,396 at 4% or $154,931 at 6%; with 100% employer match about $174,297 at 4% or $116,198 at 6%. |
| ASSOCIATION FINANCIAL SERVICES CASH BALANCE PLAN | - | 9 | $246,979 | $246,979 | $27,442iApproximate average salary by contribution assumption: employee only about $686,053 at 4% or $457,369 at 6%; with 50% employer match about $457,369 at 4% or $304,912 at 6%; with 100% employer match about $343,026 at 4% or $228,684 at 6%. |
| 2019 | 1 | 14 | $364,750 | $150,770 | $10,769iApproximate average salary by contribution assumption: employee only about $269,232 at 4% or $179,488 at 6%; with 50% employer match about $179,488 at 4% or $119,659 at 6%; with 100% employer match about $134,616 at 4% or $89,744 at 6%. |
| Afs Inc 401(K) Plan | - | 14 | $364,750 | $150,770 | $10,769iApproximate average salary by contribution assumption: employee only about $269,232 at 4% or $179,488 at 6%; with 50% employer match about $179,488 at 4% or $119,659 at 6%; with 100% employer match about $134,616 at 4% or $89,744 at 6%. |
| 2018 | 1 | 7 | $194,359 | $78,142 | $11,163iApproximate average salary by contribution assumption: employee only about $279,079 at 4% or $186,052 at 6%; with 50% employer match about $186,052 at 4% or $124,035 at 6%; with 100% employer match about $139,539 at 4% or $93,026 at 6%. |
| Afs Inc 401(K) Plan | - | 7 | $194,359 | $78,142 | $11,163iApproximate average salary by contribution assumption: employee only about $279,079 at 4% or $186,052 at 6%; with 50% employer match about $186,052 at 4% or $124,035 at 6%; with 100% employer match about $139,539 at 4% or $93,026 at 6%. |
| 2017 | 1 | 5 | $148,049 | $37,136 | $7,427iApproximate average salary by contribution assumption: employee only about $185,680 at 4% or $123,787 at 6%; with 50% employer match about $123,787 at 4% or $82,524 at 6%; with 100% employer match about $92,840 at 4% or $61,893 at 6%. |
| Afs Inc 401(K) Plan | - | 5 | $148,049 | $37,136 | $7,427iApproximate average salary by contribution assumption: employee only about $185,680 at 4% or $123,787 at 6%; with 50% employer match about $123,787 at 4% or $82,524 at 6%; with 100% employer match about $92,840 at 4% or $61,893 at 6%. |
| 2016 | 1 | 7 | $105,621 | $46,388 | $6,627iApproximate average salary by contribution assumption: employee only about $165,671 at 4% or $110,448 at 6%; with 50% employer match about $110,448 at 4% or $73,632 at 6%; with 100% employer match about $82,836 at 4% or $55,224 at 6%. |
| Afs Inc 401(K) Plan | - | 7 | $105,621 | $46,388 | $6,627iApproximate average salary by contribution assumption: employee only about $165,671 at 4% or $110,448 at 6%; with 50% employer match about $110,448 at 4% or $73,632 at 6%; with 100% employer match about $82,836 at 4% or $55,224 at 6%. |
| 2015 | 2 | 5 | $54,715 | $38,687 | $7,737iApproximate average salary by contribution assumption: employee only about $193,435 at 4% or $128,957 at 6%; with 50% employer match about $128,957 at 4% or $85,971 at 6%; with 100% employer match about $96,718 at 4% or $64,478 at 6%. |
| Afs Inc 401(K) Plan | - | 5 | $54,715 | $38,687 | $7,737iApproximate average salary by contribution assumption: employee only about $193,435 at 4% or $128,957 at 6%; with 50% employer match about $128,957 at 4% or $85,971 at 6%; with 100% employer match about $96,718 at 4% or $64,478 at 6%. |
| Association Financial Services Inc 401(K) Plan | - | 0 | - | - | - |
| 2014 | 2 | 4 | $691,009 | $17,783 | $4,446iApproximate average salary by contribution assumption: employee only about $111,144 at 4% or $74,096 at 6%; with 50% employer match about $74,096 at 4% or $49,397 at 6%; with 100% employer match about $55,572 at 4% or $37,048 at 6%. |
| Association Financial Services Inc 401(K) Plan | - | 1 | $672,981 | - | - |
| Afs Inc 401(K) Plan | - | 4 | $18,028 | $17,783 | $4,446iApproximate average salary by contribution assumption: employee only about $111,144 at 4% or $74,096 at 6%; with 50% employer match about $74,096 at 4% or $49,397 at 6%; with 100% employer match about $55,572 at 4% or $37,048 at 6%. |
| 2013 | 1 | 4 | $685,948 | $0 | - |
| Association Financial Services Inc 401(K) Plan | - | 4 | $685,948 | - | - |
| 2012 | 1 | 3 | $673,692 | $0 | - |
| Association Financial Services Inc 401(K) Plan | - | 3 | $673,692 | - | - |
| 2011 | 1 | 2 | $692,186 | $891 | $446iApproximate average salary by contribution assumption: employee only about $11,138 at 4% or $7,425 at 6%; with 50% employer match about $7,425 at 4% or $4,950 at 6%; with 100% employer match about $5,569 at 4% or $3,713 at 6%. |
| Association Financial Services Inc 401(K) Plan | - | 2 | $692,186 | $891 | $446iApproximate average salary by contribution assumption: employee only about $11,138 at 4% or $7,425 at 6%; with 50% employer match about $7,425 at 4% or $4,950 at 6%; with 100% employer match about $5,569 at 4% or $3,713 at 6%. |
| 2010 | 1 | 2 | $673,811 | $4,417 | $2,209iApproximate average salary by contribution assumption: employee only about $55,213 at 4% or $36,808 at 6%; with 50% employer match about $36,808 at 4% or $24,539 at 6%; with 100% employer match about $27,606 at 4% or $18,404 at 6%. |
| Association Financial Services Inc 401(K) Plan | - | 2 | $673,811 | $4,417 | $2,209iApproximate average salary by contribution assumption: employee only about $55,213 at 4% or $36,808 at 6%; with 50% employer match about $36,808 at 4% or $24,539 at 6%; with 100% employer match about $27,606 at 4% or $18,404 at 6%. |
| 2009 | 1 | 2 | $668,904 | $2,436 | $1,218iApproximate average salary by contribution assumption: employee only about $30,450 at 4% or $20,300 at 6%; with 50% employer match about $20,300 at 4% or $13,533 at 6%; with 100% employer match about $15,225 at 4% or $10,150 at 6%. |
| Association Financial Services Inc 401(K) Plan | - | 2 | $668,904 | $2,436 | $1,218iApproximate average salary by contribution assumption: employee only about $30,450 at 4% or $20,300 at 6%; with 50% employer match about $20,300 at 4% or $13,533 at 6%; with 100% employer match about $15,225 at 4% or $10,150 at 6%. |