Civic Intelligence

Affluence Group LLC

Plan context: Affluence Group LLC 401(K) Plan

EIN 30-0466805 • Easton, MD • 12 filings • 4 plans

25725 Lakewood Farm LaneEaston, MD 21601
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,723

2024 Contributions

$3,053

Historical Graphs

Total Assets Over Time

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

$3,758,273$1,879,137$0200820132024YearValue
$2,723Latest year 2024

Participants Over Time

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

42210200820132024YearValue
8Latest 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
202418$2,723$3,053$382iApproximate average salary by contribution assumption: employee only about $9,541 at 4% or $6,360 at 6%; with 50% employer match about $6,360 at 4% or $4,240 at 6%; with 100% employer match about $4,770 at 4% or $3,180 at 6%.
Affluence Group LLC 401(K) Plan-8$2,723$3,053$382iApproximate average salary by contribution assumption: employee only about $9,541 at 4% or $6,360 at 6%; with 50% employer match about $6,360 at 4% or $4,240 at 6%; with 100% employer match about $4,770 at 4% or $3,180 at 6%.
201810$0$190,228-
Affluence Group LLC 401(K) Plan-0$0$190,228-
2017142$3,758,273$301,095$7,169iApproximate average salary by contribution assumption: employee only about $179,223 at 4% or $119,482 at 6%; with 50% employer match about $119,482 at 4% or $79,655 at 6%; with 100% employer match about $89,612 at 4% or $59,741 at 6%.
Affluence Group LLC 401(K) Plan-42$3,758,273$301,095$7,169iApproximate average salary by contribution assumption: employee only about $179,223 at 4% or $119,482 at 6%; with 50% employer match about $119,482 at 4% or $79,655 at 6%; with 100% employer match about $89,612 at 4% or $59,741 at 6%.
2016138$3,206,944$229,387$6,037iApproximate average salary by contribution assumption: employee only about $150,913 at 4% or $100,608 at 6%; with 50% employer match about $100,608 at 4% or $67,072 at 6%; with 100% employer match about $75,456 at 4% or $50,304 at 6%.
Affluence Group LLC 401(K) Plan-38$3,206,944$229,387$6,037iApproximate average salary by contribution assumption: employee only about $150,913 at 4% or $100,608 at 6%; with 50% employer match about $100,608 at 4% or $67,072 at 6%; with 100% employer match about $75,456 at 4% or $50,304 at 6%.
2015136$2,846,013$203,082$5,641iApproximate average salary by contribution assumption: employee only about $141,029 at 4% or $94,019 at 6%; with 50% employer match about $94,019 at 4% or $62,680 at 6%; with 100% employer match about $70,515 at 4% or $47,010 at 6%.
Affluence Group LLC 401(K) Plan-36$2,846,013$203,082$5,641iApproximate average salary by contribution assumption: employee only about $141,029 at 4% or $94,019 at 6%; with 50% employer match about $94,019 at 4% or $62,680 at 6%; with 100% employer match about $70,515 at 4% or $47,010 at 6%.
2014127$2,907,141$165,225$6,119iApproximate average salary by contribution assumption: employee only about $152,986 at 4% or $101,991 at 6%; with 50% employer match about $101,991 at 4% or $67,994 at 6%; with 100% employer match about $76,493 at 4% or $50,995 at 6%.
Affluence Group LLC 401(K) Plan-27$2,907,141$165,225$6,119iApproximate average salary by contribution assumption: employee only about $152,986 at 4% or $101,991 at 6%; with 50% employer match about $101,991 at 4% or $67,994 at 6%; with 100% employer match about $76,493 at 4% or $50,995 at 6%.
2013113$2,681,192$102,521$7,886iApproximate average salary by contribution assumption: employee only about $197,156 at 4% or $131,437 at 6%; with 50% employer match about $131,437 at 4% or $87,625 at 6%; with 100% employer match about $98,578 at 4% or $65,719 at 6%.
Affluence Group LLC 401(K) Plan-13$2,681,192$102,521$7,886iApproximate average salary by contribution assumption: employee only about $197,156 at 4% or $131,437 at 6%; with 50% employer match about $131,437 at 4% or $87,625 at 6%; with 100% employer match about $98,578 at 4% or $65,719 at 6%.
2012113$2,382,275$78,431$6,033iApproximate average salary by contribution assumption: employee only about $150,829 at 4% or $100,553 at 6%; with 50% employer match about $100,553 at 4% or $67,035 at 6%; with 100% employer match about $75,414 at 4% or $50,276 at 6%.
Affluence Group LLC 401(K) Plan-13$2,382,275$78,431$6,033iApproximate average salary by contribution assumption: employee only about $150,829 at 4% or $100,553 at 6%; with 50% employer match about $100,553 at 4% or $67,035 at 6%; with 100% employer match about $75,414 at 4% or $50,276 at 6%.
2011115$2,051,963$63,785$4,252iApproximate average salary by contribution assumption: employee only about $106,308 at 4% or $70,872 at 6%; with 50% employer match about $70,872 at 4% or $47,248 at 6%; with 100% employer match about $53,154 at 4% or $35,436 at 6%.
Affluence Group LLC 401(K) Plan-15$2,051,963$63,785$4,252iApproximate average salary by contribution assumption: employee only about $106,308 at 4% or $70,872 at 6%; with 50% employer match about $70,872 at 4% or $47,248 at 6%; with 100% employer match about $53,154 at 4% or $35,436 at 6%.
2010113$1,983,135$72,382$5,568iApproximate average salary by contribution assumption: employee only about $139,196 at 4% or $92,797 at 6%; with 50% employer match about $92,797 at 4% or $61,865 at 6%; with 100% employer match about $69,598 at 4% or $46,399 at 6%.
Affluence Group LLC 401(K) Plan-13$1,983,135$72,382$5,568iApproximate average salary by contribution assumption: employee only about $139,196 at 4% or $92,797 at 6%; with 50% employer match about $92,797 at 4% or $61,865 at 6%; with 100% employer match about $69,598 at 4% or $46,399 at 6%.
2009110$1,734,947$1,144,830$114,483iApproximate average salary by contribution assumption: employee only about $2,862,075 at 4% or $1,908,050 at 6%; with 50% employer match about $1,908,050 at 4% or $1,272,033 at 6%; with 100% employer match about $1,431,038 at 4% or $954,025 at 6%.
Affluence Group LLC 401(K) Plan-10$1,734,947$1,144,830$114,483iApproximate average salary by contribution assumption: employee only about $2,862,075 at 4% or $1,908,050 at 6%; with 50% employer match about $1,908,050 at 4% or $1,272,033 at 6%; with 100% employer match about $1,431,038 at 4% or $954,025 at 6%.
200817$204,912$39,129$5,590iApproximate average salary by contribution assumption: employee only about $139,746 at 4% or $93,164 at 6%; with 50% employer match about $93,164 at 4% or $62,110 at 6%; with 100% employer match about $69,873 at 4% or $46,582 at 6%.
Affluence Group LLC 401(K) Plan-7$204,912$39,129$5,590iApproximate average salary by contribution assumption: employee only about $139,746 at 4% or $93,164 at 6%; with 50% employer match about $93,164 at 4% or $62,110 at 6%; with 100% employer match about $69,873 at 4% or $46,582 at 6%.