Civic Intelligence

Agency Service Financial Servi

Plan context: Agency Service Financial Servi

EIN 26-4587142 • Monticello, FL • 16 filings • 3 plans

710 N. Jefferson St.Monticello, FL 32344
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$1,845,284

2024 Contributions

$131,755

Historical Graphs

Total Assets Over Time

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

$1,845,284$922,642$0200920172024YearValue
$1,845,284Latest year 2024

Participants Over Time

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

37190200920172024YearValue
35Latest 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
2024135$1,845,284$131,755$3,764iApproximate average salary by contribution assumption: employee only about $94,111 at 4% or $62,740 at 6%; with 50% employer match about $62,740 at 4% or $41,827 at 6%; with 100% employer match about $47,055 at 4% or $31,370 at 6%.
Agency Service Financial Servi-35$1,845,284$131,755$3,764iApproximate average salary by contribution assumption: employee only about $94,111 at 4% or $62,740 at 6%; with 50% employer match about $62,740 at 4% or $41,827 at 6%; with 100% employer match about $47,055 at 4% or $31,370 at 6%.
2023136$1,578,671$159,453$4,429iApproximate average salary by contribution assumption: employee only about $110,731 at 4% or $73,821 at 6%; with 50% employer match about $73,821 at 4% or $49,214 at 6%; with 100% employer match about $55,366 at 4% or $36,910 at 6%.
Agency Service Financial Servi-36$1,578,671$159,453$4,429iApproximate average salary by contribution assumption: employee only about $110,731 at 4% or $73,821 at 6%; with 50% employer match about $73,821 at 4% or $49,214 at 6%; with 100% employer match about $55,366 at 4% or $36,910 at 6%.
2022136$1,329,431$142,315$3,953iApproximate average salary by contribution assumption: employee only about $98,830 at 4% or $65,887 at 6%; with 50% employer match about $65,887 at 4% or $43,924 at 6%; with 100% employer match about $49,415 at 4% or $32,943 at 6%.
Agency Service Financial Servi-36$1,329,431$142,315$3,953iApproximate average salary by contribution assumption: employee only about $98,830 at 4% or $65,887 at 6%; with 50% employer match about $65,887 at 4% or $43,924 at 6%; with 100% employer match about $49,415 at 4% or $32,943 at 6%.
2021137$1,554,001$124,297$3,359iApproximate average salary by contribution assumption: employee only about $83,984 at 4% or $55,990 at 6%; with 50% employer match about $55,990 at 4% or $37,326 at 6%; with 100% employer match about $41,992 at 4% or $27,995 at 6%.
Agency Service Financial Servi-37$1,554,001$124,297$3,359iApproximate average salary by contribution assumption: employee only about $83,984 at 4% or $55,990 at 6%; with 50% employer match about $55,990 at 4% or $37,326 at 6%; with 100% employer match about $41,992 at 4% or $27,995 at 6%.
2020137$1,491,885$133,266$3,602iApproximate average salary by contribution assumption: employee only about $90,045 at 4% or $60,030 at 6%; with 50% employer match about $60,030 at 4% or $40,020 at 6%; with 100% employer match about $45,022 at 4% or $30,015 at 6%.
Agency Service Financial Servi-37$1,491,885$133,266$3,602iApproximate average salary by contribution assumption: employee only about $90,045 at 4% or $60,030 at 6%; with 50% employer match about $60,030 at 4% or $40,020 at 6%; with 100% employer match about $45,022 at 4% or $30,015 at 6%.
2019135$1,177,306$108,071$3,088iApproximate average salary by contribution assumption: employee only about $77,194 at 4% or $51,462 at 6%; with 50% employer match about $51,462 at 4% or $34,308 at 6%; with 100% employer match about $38,597 at 4% or $25,731 at 6%.
Agency Service Financial Servi-35$1,177,306$108,071$3,088iApproximate average salary by contribution assumption: employee only about $77,194 at 4% or $51,462 at 6%; with 50% employer match about $51,462 at 4% or $34,308 at 6%; with 100% employer match about $38,597 at 4% or $25,731 at 6%.
2018133$925,938$108,982$3,302iApproximate average salary by contribution assumption: employee only about $82,562 at 4% or $55,041 at 6%; with 50% employer match about $55,041 at 4% or $36,694 at 6%; with 100% employer match about $41,281 at 4% or $27,521 at 6%.
Agency Service Financial Servi-33$925,938$108,982$3,302iApproximate average salary by contribution assumption: employee only about $82,562 at 4% or $55,041 at 6%; with 50% employer match about $55,041 at 4% or $36,694 at 6%; with 100% employer match about $41,281 at 4% or $27,521 at 6%.
2017132$937,589$130,452$4,077iApproximate average salary by contribution assumption: employee only about $101,916 at 4% or $67,944 at 6%; with 50% employer match about $67,944 at 4% or $45,296 at 6%; with 100% employer match about $50,958 at 4% or $33,972 at 6%.
Agency Service Financial Servi-32$937,589$130,452$4,077iApproximate average salary by contribution assumption: employee only about $101,916 at 4% or $67,944 at 6%; with 50% employer match about $67,944 at 4% or $45,296 at 6%; with 100% employer match about $50,958 at 4% or $33,972 at 6%.
2016130$730,236$83,517$2,784iApproximate average salary by contribution assumption: employee only about $69,598 at 4% or $46,398 at 6%; with 50% employer match about $46,398 at 4% or $30,932 at 6%; with 100% employer match about $34,799 at 4% or $23,199 at 6%.
Agency Service Financial Servi-30$730,236$83,517$2,784iApproximate average salary by contribution assumption: employee only about $69,598 at 4% or $46,398 at 6%; with 50% employer match about $46,398 at 4% or $30,932 at 6%; with 100% employer match about $34,799 at 4% or $23,199 at 6%.
2015124$659,748$90,007$3,750iApproximate average salary by contribution assumption: employee only about $93,757 at 4% or $62,505 at 6%; with 50% employer match about $62,505 at 4% or $41,670 at 6%; with 100% employer match about $46,879 at 4% or $31,252 at 6%.
Agency Service Financial Servi-24$659,748$90,007$3,750iApproximate average salary by contribution assumption: employee only about $93,757 at 4% or $62,505 at 6%; with 50% employer match about $62,505 at 4% or $41,670 at 6%; with 100% employer match about $46,879 at 4% or $31,252 at 6%.
2014127$648,897$75,797$2,807iApproximate average salary by contribution assumption: employee only about $70,182 at 4% or $46,788 at 6%; with 50% employer match about $46,788 at 4% or $31,192 at 6%; with 100% employer match about $35,091 at 4% or $23,394 at 6%.
Agency Service Financial Servi-27$648,897$75,797$2,807iApproximate average salary by contribution assumption: employee only about $70,182 at 4% or $46,788 at 6%; with 50% employer match about $46,788 at 4% or $31,192 at 6%; with 100% employer match about $35,091 at 4% or $23,394 at 6%.
2013127$788,761$100,632$3,727iApproximate average salary by contribution assumption: employee only about $93,178 at 4% or $62,119 at 6%; with 50% employer match about $62,119 at 4% or $41,412 at 6%; with 100% employer match about $46,589 at 4% or $31,059 at 6%.
Agency Service Financial Servi-27$788,761$100,632$3,727iApproximate average salary by contribution assumption: employee only about $93,178 at 4% or $62,119 at 6%; with 50% employer match about $62,119 at 4% or $41,412 at 6%; with 100% employer match about $46,589 at 4% or $31,059 at 6%.
2012128$752,226$92,922$3,319iApproximate average salary by contribution assumption: employee only about $82,966 at 4% or $55,311 at 6%; with 50% employer match about $55,311 at 4% or $36,874 at 6%; with 100% employer match about $41,483 at 4% or $27,655 at 6%.
Agency Service Financial Servi-28$752,226$92,922$3,319iApproximate average salary by contribution assumption: employee only about $82,966 at 4% or $55,311 at 6%; with 50% employer match about $55,311 at 4% or $36,874 at 6%; with 100% employer match about $41,483 at 4% or $27,655 at 6%.
2011127$634,765$103,836$3,846iApproximate average salary by contribution assumption: employee only about $96,144 at 4% or $64,096 at 6%; with 50% employer match about $64,096 at 4% or $42,731 at 6%; with 100% employer match about $48,072 at 4% or $32,048 at 6%.
Agency Service Financial Servi-27$634,765$103,836$3,846iApproximate average salary by contribution assumption: employee only about $96,144 at 4% or $64,096 at 6%; with 50% employer match about $64,096 at 4% or $42,731 at 6%; with 100% employer match about $48,072 at 4% or $32,048 at 6%.
2010129$613,701$122,828$4,235iApproximate average salary by contribution assumption: employee only about $105,886 at 4% or $70,591 at 6%; with 50% employer match about $70,591 at 4% or $47,061 at 6%; with 100% employer match about $52,943 at 4% or $35,295 at 6%.
Agency Service Financial Servi-29$613,701$122,828$4,235iApproximate average salary by contribution assumption: employee only about $105,886 at 4% or $70,591 at 6%; with 50% employer match about $70,591 at 4% or $47,061 at 6%; with 100% employer match about $52,943 at 4% or $35,295 at 6%.
2009137$515,805$439,121$11,868iApproximate average salary by contribution assumption: employee only about $296,703 at 4% or $197,802 at 6%; with 50% employer match about $197,802 at 4% or $131,868 at 6%; with 100% employer match about $148,352 at 4% or $98,901 at 6%.
Agency Service Financial Servi-37$515,805$439,121$11,868iApproximate average salary by contribution assumption: employee only about $296,703 at 4% or $197,802 at 6%; with 50% employer match about $197,802 at 4% or $131,868 at 6%; with 100% employer match about $148,352 at 4% or $98,901 at 6%.