Civic Intelligence

Harpeth Financial Services LLC

Plan context: Advance Financial Employee Retirement Services Plan

EIN 26-3253082 • 19 filings • 4 plans

Current Snapshot

Latest Year

2022

2022 Participants

497

2022 Assets

$10,973,710

2022 Contributions

$2,382,356

Historical Graphs

Total Assets Over Time

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

$10,973,710$5,486,855$0201220162021YearValue
$10,973,710Latest year 2021

Participants Over Time

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

1,4407200201120162021YearValue
497Latest year 2021

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
202210$0$0-
Advance Financial Employee Retirement Services Plan-0---
20211497$10,973,710$2,382,356$4,793iApproximate average salary by contribution assumption: employee only about $119,837 at 4% or $79,891 at 6%; with 50% employer match about $79,891 at 4% or $53,261 at 6%; with 100% employer match about $59,918 at 4% or $39,946 at 6%.
Advance Financial Employee Retirement Services Plan-497$10,973,710$2,382,356$4,793iApproximate average salary by contribution assumption: employee only about $119,837 at 4% or $79,891 at 6%; with 50% employer match about $79,891 at 4% or $53,261 at 6%; with 100% employer match about $59,918 at 4% or $39,946 at 6%.
201921,440$8,730,017$3,778,221$2,624iApproximate average salary by contribution assumption: employee only about $65,594 at 4% or $43,729 at 6%; with 50% employer match about $43,729 at 4% or $29,153 at 6%; with 100% employer match about $32,797 at 4% or $21,865 at 6%.
Advance Financial Employee Retirement Services Plan-963$8,730,017$3,778,221$3,923iApproximate average salary by contribution assumption: employee only about $98,085 at 4% or $65,390 at 6%; with 50% employer match about $65,390 at 4% or $43,593 at 6%; with 100% employer match about $49,042 at 4% or $32,695 at 6%.
Advance Financial Welfare Benefit Plan-1,440---
201821,134$4,700,813$2,130,566$1,879iApproximate average salary by contribution assumption: employee only about $46,970 at 4% or $31,313 at 6%; with 50% employer match about $31,313 at 4% or $20,876 at 6%; with 100% employer match about $23,485 at 4% or $15,657 at 6%.
Advance Financial Employee Retirement Services Plan-1,134$4,700,813$2,130,566$1,879iApproximate average salary by contribution assumption: employee only about $46,970 at 4% or $31,313 at 6%; with 50% employer match about $31,313 at 4% or $20,876 at 6%; with 100% employer match about $23,485 at 4% or $15,657 at 6%.
Advance Financial Welfare Benefit Plan-763---
20172808$3,625,431$1,086,664$1,345iApproximate average salary by contribution assumption: employee only about $33,622 at 4% or $22,415 at 6%; with 50% employer match about $22,415 at 4% or $14,943 at 6%; with 100% employer match about $16,811 at 4% or $11,207 at 6%.
Advance Financial Employee Retirement Services Plan-808$3,625,431$1,086,664$1,345iApproximate average salary by contribution assumption: employee only about $33,622 at 4% or $22,415 at 6%; with 50% employer match about $22,415 at 4% or $14,943 at 6%; with 100% employer match about $16,811 at 4% or $11,207 at 6%.
Advance Financial Welfare Benefit Plan-791---
20162779$2,296,810$813,684$1,045iApproximate average salary by contribution assumption: employee only about $26,113 at 4% or $17,409 at 6%; with 50% employer match about $17,409 at 4% or $11,606 at 6%; with 100% employer match about $13,057 at 4% or $8,704 at 6%.
Advance Financial Employee Retirement Services Plan-530$2,296,810$813,684$1,535iApproximate average salary by contribution assumption: employee only about $38,381 at 4% or $25,588 at 6%; with 50% employer match about $25,588 at 4% or $17,058 at 6%; with 100% employer match about $19,191 at 4% or $12,794 at 6%.
Advance Financial Welfare Benefit Plan-779---
20152625$1,603,317$673,476$1,078iApproximate average salary by contribution assumption: employee only about $26,939 at 4% or $17,959 at 6%; with 50% employer match about $17,959 at 4% or $11,973 at 6%; with 100% employer match about $13,470 at 4% or $8,980 at 6%.
Advance Financial Employee Retirement Services Plan-440$1,603,317$673,476$1,531iApproximate average salary by contribution assumption: employee only about $38,266 at 4% or $25,510 at 6%; with 50% employer match about $25,510 at 4% or $17,007 at 6%; with 100% employer match about $19,133 at 4% or $12,755 at 6%.
Advance Financial Welfare Benefit Plan-625---
20142576$1,151,894$578,485$1,004iApproximate average salary by contribution assumption: employee only about $25,108 at 4% or $16,739 at 6%; with 50% employer match about $16,739 at 4% or $11,159 at 6%; with 100% employer match about $12,554 at 4% or $8,369 at 6%.
Advance Financial Employee Retirement Services Plan-412$1,151,894$578,485$1,404iApproximate average salary by contribution assumption: employee only about $35,102 at 4% or $23,401 at 6%; with 50% employer match about $23,401 at 4% or $15,601 at 6%; with 100% employer match about $17,551 at 4% or $11,701 at 6%.
Advance Financial Welfare Benefit Plan-576---
20132503$695,366$427,763$850iApproximate average salary by contribution assumption: employee only about $21,261 at 4% or $14,174 at 6%; with 50% employer match about $14,174 at 4% or $9,449 at 6%; with 100% employer match about $10,630 at 4% or $7,087 at 6%.
Advance Financial Employee Retirement Services Plan-328$695,366$427,763$1,304iApproximate average salary by contribution assumption: employee only about $32,604 at 4% or $21,736 at 6%; with 50% employer match about $21,736 at 4% or $14,491 at 6%; with 100% employer match about $16,302 at 4% or $10,868 at 6%.
Advance Financial Welfare Benefit Plan-503---
20122331$222,758$221,435$669iApproximate average salary by contribution assumption: employee only about $16,725 at 4% or $11,150 at 6%; with 50% employer match about $11,150 at 4% or $7,433 at 6%; with 100% employer match about $8,362 at 4% or $5,575 at 6%.
Advance Financial Employee Retirement Services Plan-190$222,758$221,435$1,165iApproximate average salary by contribution assumption: employee only about $29,136 at 4% or $19,424 at 6%; with 50% employer match about $19,424 at 4% or $12,949 at 6%; with 100% employer match about $14,568 at 4% or $9,712 at 6%.
Advance Financial Welfare Benefit Plan-331---
20111188$0$0-
Advance Financial Welfare Benefit Plan-188---