Civic Intelligence

Advanced Asset Management Advisors Inc.

Plan context: Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan

EIN 31-1626750 • Dublin, OH • 22 filings • 12 plans

4995 Bradenton Ave Ste 210Dublin, OH 43017-3552
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,367,271

2024 Contributions

$181,601

Historical Graphs

Total Assets Over Time

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

$3,367,271$1,683,636$0200320152024YearValue
$3,367,271Latest year 2024

Participants Over Time

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

840200220142024YearValue
7Latest 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
202417$3,367,271$181,601$25,943iApproximate average salary by contribution assumption: employee only about $648,575 at 4% or $432,383 at 6%; with 50% employer match about $432,383 at 4% or $288,256 at 6%; with 100% employer match about $324,288 at 4% or $216,192 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-7$3,367,271$181,601$25,943iApproximate average salary by contribution assumption: employee only about $648,575 at 4% or $432,383 at 6%; with 50% employer match about $432,383 at 4% or $288,256 at 6%; with 100% employer match about $324,288 at 4% or $216,192 at 6%.
202317$2,968,092$172,733$24,676iApproximate average salary by contribution assumption: employee only about $616,904 at 4% or $411,269 at 6%; with 50% employer match about $411,269 at 4% or $274,179 at 6%; with 100% employer match about $308,452 at 4% or $205,635 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-7$2,968,092$172,733$24,676iApproximate average salary by contribution assumption: employee only about $616,904 at 4% or $411,269 at 6%; with 50% employer match about $411,269 at 4% or $274,179 at 6%; with 100% employer match about $308,452 at 4% or $205,635 at 6%.
202217$2,737,404$143,879$20,554iApproximate average salary by contribution assumption: employee only about $513,854 at 4% or $342,569 at 6%; with 50% employer match about $342,569 at 4% or $228,379 at 6%; with 100% employer match about $256,927 at 4% or $171,285 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-7$2,737,404$143,879$20,554iApproximate average salary by contribution assumption: employee only about $513,854 at 4% or $342,569 at 6%; with 50% employer match about $342,569 at 4% or $228,379 at 6%; with 100% employer match about $256,927 at 4% or $171,285 at 6%.
202117$2,672,041$165,490$23,641iApproximate average salary by contribution assumption: employee only about $591,036 at 4% or $394,024 at 6%; with 50% employer match about $394,024 at 4% or $262,683 at 6%; with 100% employer match about $295,518 at 4% or $197,012 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-7$2,672,041$165,490$23,641iApproximate average salary by contribution assumption: employee only about $591,036 at 4% or $394,024 at 6%; with 50% employer match about $394,024 at 4% or $262,683 at 6%; with 100% employer match about $295,518 at 4% or $197,012 at 6%.
202012$2,344,201$94,697$47,349iApproximate average salary by contribution assumption: employee only about $1,183,713 at 4% or $789,142 at 6%; with 50% employer match about $789,142 at 4% or $526,094 at 6%; with 100% employer match about $591,856 at 4% or $394,571 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-2$2,344,201$94,697$47,349iApproximate average salary by contribution assumption: employee only about $1,183,713 at 4% or $789,142 at 6%; with 50% employer match about $789,142 at 4% or $526,094 at 6%; with 100% employer match about $591,856 at 4% or $394,571 at 6%.
201915$1,567,814$88,859$17,772iApproximate average salary by contribution assumption: employee only about $444,295 at 4% or $296,197 at 6%; with 50% employer match about $296,197 at 4% or $197,464 at 6%; with 100% employer match about $222,148 at 4% or $148,098 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-5$1,567,814$88,859$17,772iApproximate average salary by contribution assumption: employee only about $444,295 at 4% or $296,197 at 6%; with 50% employer match about $296,197 at 4% or $197,464 at 6%; with 100% employer match about $222,148 at 4% or $148,098 at 6%.
201815$1,172,527$86,120$17,224iApproximate average salary by contribution assumption: employee only about $430,600 at 4% or $287,067 at 6%; with 50% employer match about $287,067 at 4% or $191,378 at 6%; with 100% employer match about $215,300 at 4% or $143,533 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-5$1,172,527$86,120$17,224iApproximate average salary by contribution assumption: employee only about $430,600 at 4% or $287,067 at 6%; with 50% employer match about $287,067 at 4% or $191,378 at 6%; with 100% employer match about $215,300 at 4% or $143,533 at 6%.
201715$1,030,258$80,654$16,131iApproximate average salary by contribution assumption: employee only about $403,270 at 4% or $268,847 at 6%; with 50% employer match about $268,847 at 4% or $179,231 at 6%; with 100% employer match about $201,635 at 4% or $134,423 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-5$1,030,258$80,654$16,131iApproximate average salary by contribution assumption: employee only about $403,270 at 4% or $268,847 at 6%; with 50% employer match about $268,847 at 4% or $179,231 at 6%; with 100% employer match about $201,635 at 4% or $134,423 at 6%.
201615$859,702$77,901$15,580iApproximate average salary by contribution assumption: employee only about $389,505 at 4% or $259,670 at 6%; with 50% employer match about $259,670 at 4% or $173,113 at 6%; with 100% employer match about $194,753 at 4% or $129,835 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-5$859,702$77,901$15,580iApproximate average salary by contribution assumption: employee only about $389,505 at 4% or $259,670 at 6%; with 50% employer match about $259,670 at 4% or $173,113 at 6%; with 100% employer match about $194,753 at 4% or $129,835 at 6%.
201515$748,152$44,938$8,988iApproximate average salary by contribution assumption: employee only about $224,690 at 4% or $149,793 at 6%; with 50% employer match about $149,793 at 4% or $99,862 at 6%; with 100% employer match about $112,345 at 4% or $74,897 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-5$748,152$44,938$8,988iApproximate average salary by contribution assumption: employee only about $224,690 at 4% or $149,793 at 6%; with 50% employer match about $149,793 at 4% or $99,862 at 6%; with 100% employer match about $112,345 at 4% or $74,897 at 6%.
201415$708,773$51,505$10,301iApproximate average salary by contribution assumption: employee only about $257,525 at 4% or $171,683 at 6%; with 50% employer match about $171,683 at 4% or $114,456 at 6%; with 100% employer match about $128,763 at 4% or $85,842 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-5$708,773$51,505$10,301iApproximate average salary by contribution assumption: employee only about $257,525 at 4% or $171,683 at 6%; with 50% employer match about $171,683 at 4% or $114,456 at 6%; with 100% employer match about $128,763 at 4% or $85,842 at 6%.
201316$613,280$33,316$5,553iApproximate average salary by contribution assumption: employee only about $138,817 at 4% or $92,544 at 6%; with 50% employer match about $92,544 at 4% or $61,696 at 6%; with 100% employer match about $69,408 at 4% or $46,272 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-6$613,280$33,316$5,553iApproximate average salary by contribution assumption: employee only about $138,817 at 4% or $92,544 at 6%; with 50% employer match about $92,544 at 4% or $61,696 at 6%; with 100% employer match about $69,408 at 4% or $46,272 at 6%.
201218$735,024$29,551$3,694iApproximate average salary by contribution assumption: employee only about $92,347 at 4% or $61,565 at 6%; with 50% employer match about $61,565 at 4% or $41,043 at 6%; with 100% employer match about $46,173 at 4% or $30,782 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-8$735,024$29,551$3,694iApproximate average salary by contribution assumption: employee only about $92,347 at 4% or $61,565 at 6%; with 50% employer match about $61,565 at 4% or $41,043 at 6%; with 100% employer match about $46,173 at 4% or $30,782 at 6%.
201118$664,902$35,700$4,463iApproximate average salary by contribution assumption: employee only about $111,563 at 4% or $74,375 at 6%; with 50% employer match about $74,375 at 4% or $49,583 at 6%; with 100% employer match about $55,781 at 4% or $37,188 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-8$664,902$35,700$4,463iApproximate average salary by contribution assumption: employee only about $111,563 at 4% or $74,375 at 6%; with 50% employer match about $74,375 at 4% or $49,583 at 6%; with 100% employer match about $55,781 at 4% or $37,188 at 6%.
201018$638,012$36,408$4,551iApproximate average salary by contribution assumption: employee only about $113,775 at 4% or $75,850 at 6%; with 50% employer match about $75,850 at 4% or $50,567 at 6%; with 100% employer match about $56,888 at 4% or $37,925 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-8$638,012$36,408$4,551iApproximate average salary by contribution assumption: employee only about $113,775 at 4% or $75,850 at 6%; with 50% employer match about $75,850 at 4% or $50,567 at 6%; with 100% employer match about $56,888 at 4% or $37,925 at 6%.
200917$559,829$37,700$5,386iApproximate average salary by contribution assumption: employee only about $134,643 at 4% or $89,762 at 6%; with 50% employer match about $89,762 at 4% or $59,841 at 6%; with 100% employer match about $67,321 at 4% or $44,881 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-7$559,829$37,700$5,386iApproximate average salary by contribution assumption: employee only about $134,643 at 4% or $89,762 at 6%; with 50% employer match about $89,762 at 4% or $59,841 at 6%; with 100% employer match about $67,321 at 4% or $44,881 at 6%.
200717$0$0-
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-7---
200617$537,270$104,432$14,919iApproximate average salary by contribution assumption: employee only about $372,971 at 4% or $248,648 at 6%; with 50% employer match about $248,648 at 4% or $165,765 at 6%; with 100% employer match about $186,486 at 4% or $124,324 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-7$537,270$104,432$14,919iApproximate average salary by contribution assumption: employee only about $372,971 at 4% or $248,648 at 6%; with 50% employer match about $248,648 at 4% or $165,765 at 6%; with 100% employer match about $186,486 at 4% or $124,324 at 6%.
200517$279,436$83,541$11,934iApproximate average salary by contribution assumption: employee only about $298,361 at 4% or $198,907 at 6%; with 50% employer match about $198,907 at 4% or $132,605 at 6%; with 100% employer match about $149,180 at 4% or $99,454 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-7$279,436$83,541$11,934iApproximate average salary by contribution assumption: employee only about $298,361 at 4% or $198,907 at 6%; with 50% employer match about $198,907 at 4% or $132,605 at 6%; with 100% employer match about $149,180 at 4% or $99,454 at 6%.
200416$188,988$25,973$4,329iApproximate average salary by contribution assumption: employee only about $108,221 at 4% or $72,147 at 6%; with 50% employer match about $72,147 at 4% or $48,098 at 6%; with 100% employer match about $54,110 at 4% or $36,074 at 6%.
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-6$188,988$25,973$4,329iApproximate average salary by contribution assumption: employee only about $108,221 at 4% or $72,147 at 6%; with 50% employer match about $72,147 at 4% or $48,098 at 6%; with 100% employer match about $54,110 at 4% or $36,074 at 6%.
200315$100,111$0-
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-5$100,111--
200215$0$0-
Advanced Asset Management Advisors Inc. 401K Profit Sharing Plan-5---