Civic Intelligence

API Financial Management Inc.

Plan context: API Financial Management Inc. 401K Plan

EIN 26-4141987 • Indian Harbour Beach, FL • 7 filings • 1 plans

2040 Hwy A1a, Ste 207Indian Harbour Beach, FL 32937
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,391,167

2025 Contributions

$90,166

Historical Graphs

Total Assets Over Time

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

$1,391,167$695,584$0201920222025YearValue
$1,391,167Latest year 2025

Participants Over Time

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

420201920222025YearValue
3Latest 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
202513$1,391,167$90,166$30,055iApproximate average salary by contribution assumption: employee only about $751,383 at 4% or $500,922 at 6%; with 50% employer match about $500,922 at 4% or $333,948 at 6%; with 100% employer match about $375,692 at 4% or $250,461 at 6%.
API Financial Management Inc. 401K Plan-3$1,391,167$90,166$30,055iApproximate average salary by contribution assumption: employee only about $751,383 at 4% or $500,922 at 6%; with 50% employer match about $500,922 at 4% or $333,948 at 6%; with 100% employer match about $375,692 at 4% or $250,461 at 6%.
202414$1,121,267$172,237$43,059iApproximate average salary by contribution assumption: employee only about $1,076,481 at 4% or $717,654 at 6%; with 50% employer match about $717,654 at 4% or $478,436 at 6%; with 100% employer match about $538,241 at 4% or $358,827 at 6%.
API Financial Management Inc. 401K Plan-4$1,121,267$172,237$43,059iApproximate average salary by contribution assumption: employee only about $1,076,481 at 4% or $717,654 at 6%; with 50% employer match about $717,654 at 4% or $478,436 at 6%; with 100% employer match about $538,241 at 4% or $358,827 at 6%.
202313$788,380$95,180$31,727iApproximate average salary by contribution assumption: employee only about $793,167 at 4% or $528,778 at 6%; with 50% employer match about $528,778 at 4% or $352,519 at 6%; with 100% employer match about $396,583 at 4% or $264,389 at 6%.
API Financial Management Inc. 401K Plan-3$788,380$95,180$31,727iApproximate average salary by contribution assumption: employee only about $793,167 at 4% or $528,778 at 6%; with 50% employer match about $528,778 at 4% or $352,519 at 6%; with 100% employer match about $396,583 at 4% or $264,389 at 6%.
202213$561,403$84,143$28,048iApproximate average salary by contribution assumption: employee only about $701,192 at 4% or $467,461 at 6%; with 50% employer match about $467,461 at 4% or $311,641 at 6%; with 100% employer match about $350,596 at 4% or $233,731 at 6%.
API Financial Management Inc. 401K Plan-3$561,403$84,143$28,048iApproximate average salary by contribution assumption: employee only about $701,192 at 4% or $467,461 at 6%; with 50% employer match about $467,461 at 4% or $311,641 at 6%; with 100% employer match about $350,596 at 4% or $233,731 at 6%.
202112$605,449$59,473$29,737iApproximate average salary by contribution assumption: employee only about $743,413 at 4% or $495,608 at 6%; with 50% employer match about $495,608 at 4% or $330,406 at 6%; with 100% employer match about $371,706 at 4% or $247,804 at 6%.
API Financial Management Inc. 401K Plan-2$605,449$59,473$29,737iApproximate average salary by contribution assumption: employee only about $743,413 at 4% or $495,608 at 6%; with 50% employer match about $495,608 at 4% or $330,406 at 6%; with 100% employer match about $371,706 at 4% or $247,804 at 6%.
202012$466,205$57,950$28,975iApproximate average salary by contribution assumption: employee only about $724,375 at 4% or $482,917 at 6%; with 50% employer match about $482,917 at 4% or $321,944 at 6%; with 100% employer match about $362,188 at 4% or $241,458 at 6%.
API Financial Management Inc. 401K Plan-2$466,205$57,950$28,975iApproximate average salary by contribution assumption: employee only about $724,375 at 4% or $482,917 at 6%; with 50% employer match about $482,917 at 4% or $321,944 at 6%; with 100% employer match about $362,188 at 4% or $241,458 at 6%.
201912$336,431$40,027$20,014iApproximate average salary by contribution assumption: employee only about $500,338 at 4% or $333,558 at 6%; with 50% employer match about $333,558 at 4% or $222,372 at 6%; with 100% employer match about $250,169 at 4% or $166,779 at 6%.
API Financial Management Inc. 401K Plan-2$336,431$40,027$20,014iApproximate average salary by contribution assumption: employee only about $500,338 at 4% or $333,558 at 6%; with 50% employer match about $333,558 at 4% or $222,372 at 6%; with 100% employer match about $250,169 at 4% or $166,779 at 6%.