Civic Intelligence

Automated Financial Systems, Inc.

Plan context: Automated Financial Systems Inc. 401K Salary Reduction Plan

EIN 23-1724335 • Exton, PA • 45 filings • 6 plans

123 Summit DrExton, PA 19341-2842
Current Snapshot

Latest Year

2024

2024 Participants

285

2024 Assets

$85,064,250

2024 Contributions

$4,372,497

Historical Graphs

Total Assets Over Time

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

$88,340,020$44,170,010$0199920132024YearValue
$85,064,250Latest year 2024

Participants Over Time

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

5532770199920122024YearValue
285Latest 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
20242285$85,064,250$4,372,497$15,342iApproximate average salary by contribution assumption: employee only about $383,552 at 4% or $255,702 at 6%; with 50% employer match about $255,702 at 4% or $170,468 at 6%; with 100% employer match about $191,776 at 4% or $127,851 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-285$85,064,250$4,372,497$15,342iApproximate average salary by contribution assumption: employee only about $383,552 at 4% or $255,702 at 6%; with 50% employer match about $255,702 at 4% or $170,468 at 6%; with 100% employer match about $191,776 at 4% or $127,851 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-251---
20232295$76,821,412$5,309,710$17,999iApproximate average salary by contribution assumption: employee only about $449,975 at 4% or $299,984 at 6%; with 50% employer match about $299,984 at 4% or $199,989 at 6%; with 100% employer match about $224,988 at 4% or $149,992 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-295$76,821,412$5,309,710$17,999iApproximate average salary by contribution assumption: employee only about $449,975 at 4% or $299,984 at 6%; with 50% employer match about $299,984 at 4% or $199,989 at 6%; with 100% employer match about $224,988 at 4% or $149,992 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-286---
20222317$70,738,779$4,796,823$15,132iApproximate average salary by contribution assumption: employee only about $378,298 at 4% or $252,199 at 6%; with 50% employer match about $252,199 at 4% or $168,133 at 6%; with 100% employer match about $189,149 at 4% or $126,099 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-317$70,738,779$4,796,823$15,132iApproximate average salary by contribution assumption: employee only about $378,298 at 4% or $252,199 at 6%; with 50% employer match about $252,199 at 4% or $168,133 at 6%; with 100% employer match about $189,149 at 4% or $126,099 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-316---
20212314$88,340,020$4,832,094$15,389iApproximate average salary by contribution assumption: employee only about $384,721 at 4% or $256,481 at 6%; with 50% employer match about $256,481 at 4% or $170,987 at 6%; with 100% employer match about $192,360 at 4% or $128,240 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-314$88,340,020$4,832,094$15,389iApproximate average salary by contribution assumption: employee only about $384,721 at 4% or $256,481 at 6%; with 50% employer match about $256,481 at 4% or $170,987 at 6%; with 100% employer match about $192,360 at 4% or $128,240 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-304---
20202316$79,906,750$4,534,309$14,349iApproximate average salary by contribution assumption: employee only about $358,727 at 4% or $239,151 at 6%; with 50% employer match about $239,151 at 4% or $159,434 at 6%; with 100% employer match about $179,363 at 4% or $119,576 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-316$79,906,750$4,534,309$14,349iApproximate average salary by contribution assumption: employee only about $358,727 at 4% or $239,151 at 6%; with 50% employer match about $239,151 at 4% or $159,434 at 6%; with 100% employer match about $179,363 at 4% or $119,576 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-307---
20192315$70,521,609$4,031,843$12,800iApproximate average salary by contribution assumption: employee only about $319,988 at 4% or $213,325 at 6%; with 50% employer match about $213,325 at 4% or $142,217 at 6%; with 100% employer match about $159,994 at 4% or $106,663 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-315$70,521,609$4,031,843$12,800iApproximate average salary by contribution assumption: employee only about $319,988 at 4% or $213,325 at 6%; with 50% employer match about $213,325 at 4% or $142,217 at 6%; with 100% employer match about $159,994 at 4% or $106,663 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-308---
20182325$58,014,758$3,960,715$12,187iApproximate average salary by contribution assumption: employee only about $304,670 at 4% or $203,114 at 6%; with 50% employer match about $203,114 at 4% or $135,409 at 6%; with 100% employer match about $152,335 at 4% or $101,557 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-317$58,014,758$3,960,715$12,494iApproximate average salary by contribution assumption: employee only about $312,359 at 4% or $208,239 at 6%; with 50% employer match about $208,239 at 4% or $138,826 at 6%; with 100% employer match about $156,180 at 4% or $104,120 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-325---
20172332$60,279,010$4,472,448$13,471iApproximate average salary by contribution assumption: employee only about $336,781 at 4% or $224,520 at 6%; with 50% employer match about $224,520 at 4% or $149,680 at 6%; with 100% employer match about $168,390 at 4% or $112,260 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-332$60,279,010$4,472,448$13,471iApproximate average salary by contribution assumption: employee only about $336,781 at 4% or $224,520 at 6%; with 50% employer match about $224,520 at 4% or $149,680 at 6%; with 100% employer match about $168,390 at 4% or $112,260 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-325---
20162348$50,696,182$4,675,152$13,434iApproximate average salary by contribution assumption: employee only about $335,859 at 4% or $223,906 at 6%; with 50% employer match about $223,906 at 4% or $149,270 at 6%; with 100% employer match about $167,929 at 4% or $111,953 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-348$50,696,182$4,675,152$13,434iApproximate average salary by contribution assumption: employee only about $335,859 at 4% or $223,906 at 6%; with 50% employer match about $223,906 at 4% or $149,270 at 6%; with 100% employer match about $167,929 at 4% or $111,953 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-339---
20152382$46,573,017$3,634,754$9,515iApproximate average salary by contribution assumption: employee only about $237,877 at 4% or $158,584 at 6%; with 50% employer match about $158,584 at 4% or $105,723 at 6%; with 100% employer match about $118,938 at 4% or $79,292 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-382$46,573,017$3,634,754$9,515iApproximate average salary by contribution assumption: employee only about $237,877 at 4% or $158,584 at 6%; with 50% employer match about $158,584 at 4% or $105,723 at 6%; with 100% employer match about $118,938 at 4% or $79,292 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-272---
20142338$47,075,443$3,017,304$8,927iApproximate average salary by contribution assumption: employee only about $223,173 at 4% or $148,782 at 6%; with 50% employer match about $148,782 at 4% or $99,188 at 6%; with 100% employer match about $111,587 at 4% or $74,391 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-333$47,075,443$3,017,304$9,061iApproximate average salary by contribution assumption: employee only about $226,524 at 4% or $151,016 at 6%; with 50% employer match about $151,016 at 4% or $100,677 at 6%; with 100% employer match about $113,262 at 4% or $75,508 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-338---
20132310$42,002,450$3,127,983$10,090iApproximate average salary by contribution assumption: employee only about $252,257 at 4% or $168,171 at 6%; with 50% employer match about $168,171 at 4% or $112,114 at 6%; with 100% employer match about $126,128 at 4% or $84,086 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-308$42,002,450$3,127,983$10,156iApproximate average salary by contribution assumption: employee only about $253,895 at 4% or $169,263 at 6%; with 50% employer match about $169,263 at 4% or $112,842 at 6%; with 100% employer match about $126,947 at 4% or $84,632 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-310---
20122320$36,445,518$3,004,703$9,390iApproximate average salary by contribution assumption: employee only about $234,742 at 4% or $156,495 at 6%; with 50% employer match about $156,495 at 4% or $104,330 at 6%; with 100% employer match about $117,371 at 4% or $78,247 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-320$36,445,518$3,004,703$9,390iApproximate average salary by contribution assumption: employee only about $234,742 at 4% or $156,495 at 6%; with 50% employer match about $156,495 at 4% or $104,330 at 6%; with 100% employer match about $117,371 at 4% or $78,247 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-314---
20112553$32,843,329$2,485,442$4,494iApproximate average salary by contribution assumption: employee only about $112,362 at 4% or $74,908 at 6%; with 50% employer match about $74,908 at 4% or $49,939 at 6%; with 100% employer match about $56,181 at 4% or $37,454 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-319$32,843,329$2,485,442$7,791iApproximate average salary by contribution assumption: employee only about $194,784 at 4% or $129,856 at 6%; with 50% employer match about $129,856 at 4% or $86,571 at 6%; with 100% employer match about $97,392 at 4% or $64,928 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-553---
20102273$32,255,301$1,684,617$6,171iApproximate average salary by contribution assumption: employee only about $154,269 at 4% or $102,846 at 6%; with 50% employer match about $102,846 at 4% or $68,564 at 6%; with 100% employer match about $77,134 at 4% or $51,423 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-273$32,255,301$1,684,617$6,171iApproximate average salary by contribution assumption: employee only about $154,269 at 4% or $102,846 at 6%; with 50% employer match about $102,846 at 4% or $68,564 at 6%; with 100% employer match about $77,134 at 4% or $51,423 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-221---
20092269$28,690,669$1,906,674$7,088iApproximate average salary by contribution assumption: employee only about $177,200 at 4% or $118,133 at 6%; with 50% employer match about $118,133 at 4% or $78,756 at 6%; with 100% employer match about $88,600 at 4% or $59,067 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-269$28,690,669$1,906,674$7,088iApproximate average salary by contribution assumption: employee only about $177,200 at 4% or $118,133 at 6%; with 50% employer match about $118,133 at 4% or $78,756 at 6%; with 100% employer match about $88,600 at 4% or $59,067 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-212---
20082331$25,163,212$2,885,066$8,716iApproximate average salary by contribution assumption: employee only about $217,905 at 4% or $145,270 at 6%; with 50% employer match about $145,270 at 4% or $96,847 at 6%; with 100% employer match about $108,953 at 4% or $72,635 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-331$25,163,212$2,885,066$8,716iApproximate average salary by contribution assumption: employee only about $217,905 at 4% or $145,270 at 6%; with 50% employer match about $145,270 at 4% or $96,847 at 6%; with 100% employer match about $108,953 at 4% or $72,635 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-308---
20072312$33,441,579$2,940,936$9,426iApproximate average salary by contribution assumption: employee only about $235,652 at 4% or $157,101 at 6%; with 50% employer match about $157,101 at 4% or $104,734 at 6%; with 100% employer match about $117,826 at 4% or $78,551 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-312$33,441,579$2,940,936$9,426iApproximate average salary by contribution assumption: employee only about $235,652 at 4% or $157,101 at 6%; with 50% employer match about $157,101 at 4% or $104,734 at 6%; with 100% employer match about $117,826 at 4% or $78,551 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-259---
20062292$29,324,414$2,603,403$8,916iApproximate average salary by contribution assumption: employee only about $222,894 at 4% or $148,596 at 6%; with 50% employer match about $148,596 at 4% or $99,064 at 6%; with 100% employer match about $111,447 at 4% or $74,298 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-292$29,324,414$2,603,403$8,916iApproximate average salary by contribution assumption: employee only about $222,894 at 4% or $148,596 at 6%; with 50% employer match about $148,596 at 4% or $99,064 at 6%; with 100% employer match about $111,447 at 4% or $74,298 at 6%.
Automated Financial Systems Inc. Health and Welfare Plan-263---
20051302$24,454,595$2,841,253$9,408iApproximate average salary by contribution assumption: employee only about $235,203 at 4% or $156,802 at 6%; with 50% employer match about $156,802 at 4% or $104,535 at 6%; with 100% employer match about $117,602 at 4% or $78,401 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-302$24,454,595$2,841,253$9,408iApproximate average salary by contribution assumption: employee only about $235,203 at 4% or $156,802 at 6%; with 50% employer match about $156,802 at 4% or $104,535 at 6%; with 100% employer match about $117,602 at 4% or $78,401 at 6%.
20041301$21,393,792$2,516,391$8,360iApproximate average salary by contribution assumption: employee only about $209,003 at 4% or $139,335 at 6%; with 50% employer match about $139,335 at 4% or $92,890 at 6%; with 100% employer match about $104,501 at 4% or $69,668 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-301$21,393,792$2,516,391$8,360iApproximate average salary by contribution assumption: employee only about $209,003 at 4% or $139,335 at 6%; with 50% employer match about $139,335 at 4% or $92,890 at 6%; with 100% employer match about $104,501 at 4% or $69,668 at 6%.
20031292$17,787,466$2,254,070$7,719iApproximate average salary by contribution assumption: employee only about $192,985 at 4% or $128,657 at 6%; with 50% employer match about $128,657 at 4% or $85,771 at 6%; with 100% employer match about $96,493 at 4% or $64,328 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-292$17,787,466$2,254,070$7,719iApproximate average salary by contribution assumption: employee only about $192,985 at 4% or $128,657 at 6%; with 50% employer match about $128,657 at 4% or $85,771 at 6%; with 100% employer match about $96,493 at 4% or $64,328 at 6%.
20021317$0$0-
Automated Financial Systems Inc. 401K Salary Reduction Plan-317---
20011307$15,463,837$1,915,178$6,238iApproximate average salary by contribution assumption: employee only about $155,959 at 4% or $103,973 at 6%; with 50% employer match about $103,973 at 4% or $69,315 at 6%; with 100% employer match about $77,980 at 4% or $51,986 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-307$15,463,837$1,915,178$6,238iApproximate average salary by contribution assumption: employee only about $155,959 at 4% or $103,973 at 6%; with 50% employer match about $103,973 at 4% or $69,315 at 6%; with 100% employer match about $77,980 at 4% or $51,986 at 6%.
19992277$16,582,670$1,526,182$5,510iApproximate average salary by contribution assumption: employee only about $137,742 at 4% or $91,828 at 6%; with 50% employer match about $91,828 at 4% or $61,219 at 6%; with 100% employer match about $68,871 at 4% or $45,914 at 6%.
Automated Financial Systems Inc. 401K Salary Reduction Plan-271$16,582,670$1,526,182$5,632iApproximate average salary by contribution assumption: employee only about $140,792 at 4% or $93,861 at 6%; with 50% employer match about $93,861 at 4% or $62,574 at 6%; with 100% employer match about $70,396 at 4% or $46,931 at 6%.
Automated Financial Systems Inc. Life Insurance & Long Term Disability Plan-277---