Civic Intelligence

Ams Financial Group LLC

Plan context: Ams Financial Group LLC 401(K) Profit Sharing Plan

EIN 20-8579109 • Mountlake Terrace, WA • 12 filings • 1 plans

6912 220th St. SW, Suite 100Mountlake Terrace, WA 98043
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,248,390

2024 Contributions

$121,804

Historical Graphs

Total Assets Over Time

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

$3,248,390$1,624,195$0201320192024YearValue
$3,248,390Latest year 2024

Participants Over Time

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

420201320192024YearValue
3Latest 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
202413$3,248,390$121,804$40,601iApproximate average salary by contribution assumption: employee only about $1,015,033 at 4% or $676,689 at 6%; with 50% employer match about $676,689 at 4% or $451,126 at 6%; with 100% employer match about $507,517 at 4% or $338,344 at 6%.
Ams Financial Group LLC 401(K) Profit Sharing Plan-3$3,248,390$121,804$40,601iApproximate average salary by contribution assumption: employee only about $1,015,033 at 4% or $676,689 at 6%; with 50% employer match about $676,689 at 4% or $451,126 at 6%; with 100% employer match about $507,517 at 4% or $338,344 at 6%.
202314$2,883,695$135,136$33,784iApproximate average salary by contribution assumption: employee only about $844,600 at 4% or $563,067 at 6%; with 50% employer match about $563,067 at 4% or $375,378 at 6%; with 100% employer match about $422,300 at 4% or $281,533 at 6%.
Ams Financial Group LLC 401(K) Profit Sharing Plan-4$2,883,695$135,136$33,784iApproximate average salary by contribution assumption: employee only about $844,600 at 4% or $563,067 at 6%; with 50% employer match about $563,067 at 4% or $375,378 at 6%; with 100% employer match about $422,300 at 4% or $281,533 at 6%.
202214$2,383,000$115,037$28,759iApproximate average salary by contribution assumption: employee only about $718,981 at 4% or $479,321 at 6%; with 50% employer match about $479,321 at 4% or $319,547 at 6%; with 100% employer match about $359,491 at 4% or $239,660 at 6%.
Ams Financial Group LLC 401(K) Profit Sharing Plan-4$2,383,000$115,037$28,759iApproximate average salary by contribution assumption: employee only about $718,981 at 4% or $479,321 at 6%; with 50% employer match about $479,321 at 4% or $319,547 at 6%; with 100% employer match about $359,491 at 4% or $239,660 at 6%.
202114$2,619,007$105,480$26,370iApproximate average salary by contribution assumption: employee only about $659,250 at 4% or $439,500 at 6%; with 50% employer match about $439,500 at 4% or $293,000 at 6%; with 100% employer match about $329,625 at 4% or $219,750 at 6%.
Ams Financial Group LLC 401(K) Profit Sharing Plan-4$2,619,007$105,480$26,370iApproximate average salary by contribution assumption: employee only about $659,250 at 4% or $439,500 at 6%; with 50% employer match about $439,500 at 4% or $293,000 at 6%; with 100% employer match about $329,625 at 4% or $219,750 at 6%.
202013$2,234,722$99,645$33,215iApproximate average salary by contribution assumption: employee only about $830,375 at 4% or $553,583 at 6%; with 50% employer match about $553,583 at 4% or $369,056 at 6%; with 100% employer match about $415,188 at 4% or $276,792 at 6%.
Ams Financial Group LLC 401(K) Profit Sharing Plan-3$2,234,722$99,645$33,215iApproximate average salary by contribution assumption: employee only about $830,375 at 4% or $553,583 at 6%; with 50% employer match about $553,583 at 4% or $369,056 at 6%; with 100% employer match about $415,188 at 4% or $276,792 at 6%.
201913$2,075,339$91,524$30,508iApproximate average salary by contribution assumption: employee only about $762,700 at 4% or $508,467 at 6%; with 50% employer match about $508,467 at 4% or $338,978 at 6%; with 100% employer match about $381,350 at 4% or $254,233 at 6%.
Ams Financial Group LLC 401(K) Profit Sharing Plan-3$2,075,339$91,524$30,508iApproximate average salary by contribution assumption: employee only about $762,700 at 4% or $508,467 at 6%; with 50% employer match about $508,467 at 4% or $338,978 at 6%; with 100% employer match about $381,350 at 4% or $254,233 at 6%.
201814$1,789,213$98,632$24,658iApproximate average salary by contribution assumption: employee only about $616,450 at 4% or $410,967 at 6%; with 50% employer match about $410,967 at 4% or $273,978 at 6%; with 100% employer match about $308,225 at 4% or $205,483 at 6%.
Ams Financial Group LLC 401(K) Profit Sharing Plan-4$1,789,213$98,632$24,658iApproximate average salary by contribution assumption: employee only about $616,450 at 4% or $410,967 at 6%; with 50% employer match about $410,967 at 4% or $273,978 at 6%; with 100% employer match about $308,225 at 4% or $205,483 at 6%.
201713$1,785,749$83,607$27,869iApproximate average salary by contribution assumption: employee only about $696,725 at 4% or $464,483 at 6%; with 50% employer match about $464,483 at 4% or $309,656 at 6%; with 100% employer match about $348,363 at 4% or $232,242 at 6%.
Ams Financial Group LLC 401(K) Profit Sharing Plan-3$1,785,749$83,607$27,869iApproximate average salary by contribution assumption: employee only about $696,725 at 4% or $464,483 at 6%; with 50% employer match about $464,483 at 4% or $309,656 at 6%; with 100% employer match about $348,363 at 4% or $232,242 at 6%.
201613$1,548,182$88,490$29,497iApproximate average salary by contribution assumption: employee only about $737,417 at 4% or $491,611 at 6%; with 50% employer match about $491,611 at 4% or $327,741 at 6%; with 100% employer match about $368,708 at 4% or $245,806 at 6%.
Ams Financial Group LLC 401(K) Profit Sharing Plan-3$1,548,182$88,490$29,497iApproximate average salary by contribution assumption: employee only about $737,417 at 4% or $491,611 at 6%; with 50% employer match about $491,611 at 4% or $327,741 at 6%; with 100% employer match about $368,708 at 4% or $245,806 at 6%.
201513$1,370,308$243,727$81,242iApproximate average salary by contribution assumption: employee only about $2,031,058 at 4% or $1,354,039 at 6%; with 50% employer match about $1,354,039 at 4% or $902,693 at 6%; with 100% employer match about $1,015,529 at 4% or $677,019 at 6%.
Ams Financial Group LLC 401(K) Profit Sharing Plan-3$1,370,308$243,727$81,242iApproximate average salary by contribution assumption: employee only about $2,031,058 at 4% or $1,354,039 at 6%; with 50% employer match about $1,354,039 at 4% or $902,693 at 6%; with 100% employer match about $1,015,529 at 4% or $677,019 at 6%.
201413$967,314$57,623$19,208iApproximate average salary by contribution assumption: employee only about $480,192 at 4% or $320,128 at 6%; with 50% employer match about $320,128 at 4% or $213,419 at 6%; with 100% employer match about $240,096 at 4% or $160,064 at 6%.
Ams Financial Group LLC 401(K) Profit Sharing Plan-3$967,314$57,623$19,208iApproximate average salary by contribution assumption: employee only about $480,192 at 4% or $320,128 at 6%; with 50% employer match about $320,128 at 4% or $213,419 at 6%; with 100% employer match about $240,096 at 4% or $160,064 at 6%.
201312$884,947$421,714$210,857iApproximate average salary by contribution assumption: employee only about $5,271,425 at 4% or $3,514,283 at 6%; with 50% employer match about $3,514,283 at 4% or $2,342,856 at 6%; with 100% employer match about $2,635,713 at 4% or $1,757,142 at 6%.
Ams Financial Group LLC 401(K) Profit Sharing Plan-2$884,947$421,714$210,857iApproximate average salary by contribution assumption: employee only about $5,271,425 at 4% or $3,514,283 at 6%; with 50% employer match about $3,514,283 at 4% or $2,342,856 at 6%; with 100% employer match about $2,635,713 at 4% or $1,757,142 at 6%.