Civic Intelligence

AK Financial Group

Plan context: Ak Financial Group Retirement Plan

EIN 33-0017000 • 25 filings • 3 plans

Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$2,010,209

2023 Contributions

$9,500

Historical Graphs

Total Assets Over Time

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

$2,129,730$1,064,865$0199920132023YearValue
$2,010,209Latest year 2023

Participants Over Time

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

530199920112023YearValue
3Latest year 2023

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
202313$2,010,209$9,500$3,167iApproximate average salary by contribution assumption: employee only about $79,167 at 4% or $52,778 at 6%; with 50% employer match about $52,778 at 4% or $35,185 at 6%; with 100% employer match about $39,583 at 4% or $26,389 at 6%.
Ak Financial Group Retirement Plan-3$2,010,209$9,500$3,167iApproximate average salary by contribution assumption: employee only about $79,167 at 4% or $52,778 at 6%; with 50% employer match about $52,778 at 4% or $35,185 at 6%; with 100% employer match about $39,583 at 4% or $26,389 at 6%.
202213$1,707,901$9,600$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
Ak Financial Group Retirement Plan-3$1,707,901$9,600$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
202113$2,129,730$81,455$27,152iApproximate average salary by contribution assumption: employee only about $678,792 at 4% or $452,528 at 6%; with 50% employer match about $452,528 at 4% or $301,685 at 6%; with 100% employer match about $339,396 at 4% or $226,264 at 6%.
Ak Financial Group Retirement Plan-3$2,129,730$81,455$27,152iApproximate average salary by contribution assumption: employee only about $678,792 at 4% or $452,528 at 6%; with 50% employer match about $452,528 at 4% or $301,685 at 6%; with 100% employer match about $339,396 at 4% or $226,264 at 6%.
202013$1,800,486$78,419$26,140iApproximate average salary by contribution assumption: employee only about $653,492 at 4% or $435,661 at 6%; with 50% employer match about $435,661 at 4% or $290,441 at 6%; with 100% employer match about $326,746 at 4% or $217,831 at 6%.
Ak Financial Group Retirement Plan-3$1,800,486$78,419$26,140iApproximate average salary by contribution assumption: employee only about $653,492 at 4% or $435,661 at 6%; with 50% employer match about $435,661 at 4% or $290,441 at 6%; with 100% employer match about $326,746 at 4% or $217,831 at 6%.
201913$1,490,035$38,200$12,733iApproximate average salary by contribution assumption: employee only about $318,333 at 4% or $212,222 at 6%; with 50% employer match about $212,222 at 4% or $141,481 at 6%; with 100% employer match about $159,167 at 4% or $106,111 at 6%.
Ak Financial Group Retirement Plan-3$1,490,035$38,200$12,733iApproximate average salary by contribution assumption: employee only about $318,333 at 4% or $212,222 at 6%; with 50% employer match about $212,222 at 4% or $141,481 at 6%; with 100% employer match about $159,167 at 4% or $106,111 at 6%.
201814$1,305,590$17,050$4,263iApproximate average salary by contribution assumption: employee only about $106,563 at 4% or $71,042 at 6%; with 50% employer match about $71,042 at 4% or $47,361 at 6%; with 100% employer match about $53,281 at 4% or $35,521 at 6%.
Ak Financial Group Retirement Plan-4$1,305,590$17,050$4,263iApproximate average salary by contribution assumption: employee only about $106,563 at 4% or $71,042 at 6%; with 50% employer match about $71,042 at 4% or $47,361 at 6%; with 100% employer match about $53,281 at 4% or $35,521 at 6%.
201714$1,283,475$13,200$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
Ak Financial Group Retirement Plan-4$1,283,475$13,200$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
201614$1,150,678$41,965$10,491iApproximate average salary by contribution assumption: employee only about $262,281 at 4% or $174,854 at 6%; with 50% employer match about $174,854 at 4% or $116,569 at 6%; with 100% employer match about $131,141 at 4% or $87,427 at 6%.
Ak Financial Group Retirement Plan-4$1,150,678$41,965$10,491iApproximate average salary by contribution assumption: employee only about $262,281 at 4% or $174,854 at 6%; with 50% employer match about $174,854 at 4% or $116,569 at 6%; with 100% employer match about $131,141 at 4% or $87,427 at 6%.
201514$1,080,670$6,900$1,725iApproximate average salary by contribution assumption: employee only about $43,125 at 4% or $28,750 at 6%; with 50% employer match about $28,750 at 4% or $19,167 at 6%; with 100% employer match about $21,563 at 4% or $14,375 at 6%.
Ak Financial Group Retirement Plan-4$1,080,670$6,900$1,725iApproximate average salary by contribution assumption: employee only about $43,125 at 4% or $28,750 at 6%; with 50% employer match about $28,750 at 4% or $19,167 at 6%; with 100% employer match about $21,563 at 4% or $14,375 at 6%.
201414$1,060,119$6,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Ak Financial Group Retirement Plan-4$1,060,119$6,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
201314$1,033,322$67,105$16,776iApproximate average salary by contribution assumption: employee only about $419,406 at 4% or $279,604 at 6%; with 50% employer match about $279,604 at 4% or $186,403 at 6%; with 100% employer match about $209,703 at 4% or $139,802 at 6%.
Ak Financial Group Retirement Plan-4$1,033,322$67,105$16,776iApproximate average salary by contribution assumption: employee only about $419,406 at 4% or $279,604 at 6%; with 50% employer match about $279,604 at 4% or $186,403 at 6%; with 100% employer match about $209,703 at 4% or $139,802 at 6%.
201215$879,757$8,550$1,710iApproximate average salary by contribution assumption: employee only about $42,750 at 4% or $28,500 at 6%; with 50% employer match about $28,500 at 4% or $19,000 at 6%; with 100% employer match about $21,375 at 4% or $14,250 at 6%.
Ak Financial Group Retirement Plan-5$879,757$8,550$1,710iApproximate average salary by contribution assumption: employee only about $42,750 at 4% or $28,500 at 6%; with 50% employer match about $28,500 at 4% or $19,000 at 6%; with 100% employer match about $21,375 at 4% or $14,250 at 6%.
201115$820,082$67,918$13,584iApproximate average salary by contribution assumption: employee only about $339,590 at 4% or $226,393 at 6%; with 50% employer match about $226,393 at 4% or $150,929 at 6%; with 100% employer match about $169,795 at 4% or $113,197 at 6%.
Ak Financial Group Retirement Plan-5$820,082$67,918$13,584iApproximate average salary by contribution assumption: employee only about $339,590 at 4% or $226,393 at 6%; with 50% employer match about $226,393 at 4% or $150,929 at 6%; with 100% employer match about $169,795 at 4% or $113,197 at 6%.
201015$781,899$10,800$2,160iApproximate average salary by contribution assumption: employee only about $54,000 at 4% or $36,000 at 6%; with 50% employer match about $36,000 at 4% or $24,000 at 6%; with 100% employer match about $27,000 at 4% or $18,000 at 6%.
Ak Financial Group Retirement Plan-5$781,899$10,800$2,160iApproximate average salary by contribution assumption: employee only about $54,000 at 4% or $36,000 at 6%; with 50% employer match about $36,000 at 4% or $24,000 at 6%; with 100% employer match about $27,000 at 4% or $18,000 at 6%.
200915$704,363$10,625$2,125iApproximate average salary by contribution assumption: employee only about $53,125 at 4% or $35,417 at 6%; with 50% employer match about $35,417 at 4% or $23,611 at 6%; with 100% employer match about $26,563 at 4% or $17,708 at 6%.
Ak Financial Group Retirement Plan-5$704,363$10,625$2,125iApproximate average salary by contribution assumption: employee only about $53,125 at 4% or $35,417 at 6%; with 50% employer match about $35,417 at 4% or $23,611 at 6%; with 100% employer match about $26,563 at 4% or $17,708 at 6%.
200815$587,240$6,700$1,340iApproximate average salary by contribution assumption: employee only about $33,500 at 4% or $22,333 at 6%; with 50% employer match about $22,333 at 4% or $14,889 at 6%; with 100% employer match about $16,750 at 4% or $11,167 at 6%.
Ak Financial Group Retirement Plan-5$587,240$6,700$1,340iApproximate average salary by contribution assumption: employee only about $33,500 at 4% or $22,333 at 6%; with 50% employer match about $22,333 at 4% or $14,889 at 6%; with 100% employer match about $16,750 at 4% or $11,167 at 6%.
200714$0$0-
Ak Financial Group Retirement Plan-4---
200614$744,477$62,724$15,681iApproximate average salary by contribution assumption: employee only about $392,025 at 4% or $261,350 at 6%; with 50% employer match about $261,350 at 4% or $174,233 at 6%; with 100% employer match about $196,013 at 4% or $130,675 at 6%.
Ak Financial Group Retirement Plan-4$744,477$62,724$15,681iApproximate average salary by contribution assumption: employee only about $392,025 at 4% or $261,350 at 6%; with 50% employer match about $261,350 at 4% or $174,233 at 6%; with 100% employer match about $196,013 at 4% or $130,675 at 6%.
200515$596,829$63,227$12,645iApproximate average salary by contribution assumption: employee only about $316,135 at 4% or $210,757 at 6%; with 50% employer match about $210,757 at 4% or $140,504 at 6%; with 100% employer match about $158,068 at 4% or $105,378 at 6%.
Ak Financial Group Retirement Plan-5$596,829$63,227$12,645iApproximate average salary by contribution assumption: employee only about $316,135 at 4% or $210,757 at 6%; with 50% employer match about $210,757 at 4% or $140,504 at 6%; with 100% employer match about $158,068 at 4% or $105,378 at 6%.
200415$497,382$60,218$12,044iApproximate average salary by contribution assumption: employee only about $301,090 at 4% or $200,727 at 6%; with 50% employer match about $200,727 at 4% or $133,818 at 6%; with 100% employer match about $150,545 at 4% or $100,363 at 6%.
Ak Financial Group Retirement Plan-5$497,382$60,218$12,044iApproximate average salary by contribution assumption: employee only about $301,090 at 4% or $200,727 at 6%; with 50% employer match about $200,727 at 4% or $133,818 at 6%; with 100% employer match about $150,545 at 4% or $100,363 at 6%.
200314$404,662$50,537$12,634iApproximate average salary by contribution assumption: employee only about $315,856 at 4% or $210,571 at 6%; with 50% employer match about $210,571 at 4% or $140,381 at 6%; with 100% employer match about $157,928 at 4% or $105,285 at 6%.
Ak Financial Group Retirement Plan-4$404,662$50,537$12,634iApproximate average salary by contribution assumption: employee only about $315,856 at 4% or $210,571 at 6%; with 50% employer match about $210,571 at 4% or $140,381 at 6%; with 100% employer match about $157,928 at 4% or $105,285 at 6%.
200214$0$0-
Ak Financial Group Retirement Plan-4---
200115$0$0-
Ak Financial Group Retirement Plan-5---
200014$376,933$33,967$8,492iApproximate average salary by contribution assumption: employee only about $212,294 at 4% or $141,529 at 6%; with 50% employer match about $141,529 at 4% or $94,353 at 6%; with 100% employer match about $106,147 at 4% or $70,765 at 6%.
Ak Financial Group Retirement Plan-4$376,933$33,967$8,492iApproximate average salary by contribution assumption: employee only about $212,294 at 4% or $141,529 at 6%; with 50% employer match about $141,529 at 4% or $94,353 at 6%; with 100% employer match about $106,147 at 4% or $70,765 at 6%.
199914$497,959$34,086$8,522iApproximate average salary by contribution assumption: employee only about $213,038 at 4% or $142,025 at 6%; with 50% employer match about $142,025 at 4% or $94,683 at 6%; with 100% employer match about $106,519 at 4% or $71,013 at 6%.
Ak Financial Group Retirement Plan-4$497,959$34,086$8,522iApproximate average salary by contribution assumption: employee only about $213,038 at 4% or $142,025 at 6%; with 50% employer match about $142,025 at 4% or $94,683 at 6%; with 100% employer match about $106,519 at 4% or $71,013 at 6%.