Civic Intelligence

American Financial Management Group

Plan context: American Financial Management Group 401K Plan

EIN 23-2500680 • Berwyn, PA • 4 filings • 1 plans

1055 Westlakes Dr Ste 300Berwyn, PA 19312
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$150,903

2025 Contributions

$39,613

Historical Graphs

Total Assets Over Time

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

$150,903$75,452$0202220242025YearValue
$150,903Latest year 2025

Participants Over Time

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

210202220242025YearValue
2Latest year 2025

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
202512$150,903$39,613$19,807iApproximate average salary by contribution assumption: employee only about $495,163 at 4% or $330,108 at 6%; with 50% employer match about $330,108 at 4% or $220,072 at 6%; with 100% employer match about $247,581 at 4% or $165,054 at 6%.
American Financial Management Group 401K Plan-2$150,903$39,613$19,807iApproximate average salary by contribution assumption: employee only about $495,163 at 4% or $330,108 at 6%; with 50% employer match about $330,108 at 4% or $220,072 at 6%; with 100% employer match about $247,581 at 4% or $165,054 at 6%.
202412$93,641$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
American Financial Management Group 401K Plan-2$93,641$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
202312$47,173$34,083$17,042iApproximate average salary by contribution assumption: employee only about $426,038 at 4% or $284,025 at 6%; with 50% employer match about $284,025 at 4% or $189,350 at 6%; with 100% employer match about $213,019 at 4% or $142,013 at 6%.
American Financial Management Group 401K Plan-2$47,173$34,083$17,042iApproximate average salary by contribution assumption: employee only about $426,038 at 4% or $284,025 at 6%; with 50% employer match about $284,025 at 4% or $189,350 at 6%; with 100% employer match about $213,019 at 4% or $142,013 at 6%.
202212$8,735$8,836$4,418iApproximate average salary by contribution assumption: employee only about $110,450 at 4% or $73,633 at 6%; with 50% employer match about $73,633 at 4% or $49,089 at 6%; with 100% employer match about $55,225 at 4% or $36,817 at 6%.
American Financial Management Group 401K Plan-2$8,735$8,836$4,418iApproximate average salary by contribution assumption: employee only about $110,450 at 4% or $73,633 at 6%; with 50% employer match about $73,633 at 4% or $49,089 at 6%; with 100% employer match about $55,225 at 4% or $36,817 at 6%.