Civic Intelligence

Applied Financial Concepts Inc.

Plan context: Applied Financial Concepts Inc. Profit Sharing Plan and Trust

EIN 34-1378392 • Richfield, OH • 27 filings • 4 plans

4603 W. Streetsboro RoadRichfield, OH 44286-0472
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$4,197,906

2025 Contributions

$89,563

Historical Graphs

Total Assets Over Time

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

$4,197,906$2,098,953$0199920122025YearValue
$4,197,906Latest year 2025

Participants Over Time

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

950199920122025YearValue
9Latest 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
202519$4,197,906$89,563$9,951iApproximate average salary by contribution assumption: employee only about $248,786 at 4% or $165,857 at 6%; with 50% employer match about $165,857 at 4% or $110,572 at 6%; with 100% employer match about $124,393 at 4% or $82,929 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-9$4,197,906$89,563$9,951iApproximate average salary by contribution assumption: employee only about $248,786 at 4% or $165,857 at 6%; with 50% employer match about $165,857 at 4% or $110,572 at 6%; with 100% employer match about $124,393 at 4% or $82,929 at 6%.
202418$3,321,283$57,569$7,196iApproximate average salary by contribution assumption: employee only about $179,903 at 4% or $119,935 at 6%; with 50% employer match about $119,935 at 4% or $79,957 at 6%; with 100% employer match about $89,952 at 4% or $59,968 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-8$3,321,283$57,569$7,196iApproximate average salary by contribution assumption: employee only about $179,903 at 4% or $119,935 at 6%; with 50% employer match about $119,935 at 4% or $79,957 at 6%; with 100% employer match about $89,952 at 4% or $59,968 at 6%.
202318$2,813,859$44,479$5,560iApproximate average salary by contribution assumption: employee only about $138,997 at 4% or $92,665 at 6%; with 50% employer match about $92,665 at 4% or $61,776 at 6%; with 100% employer match about $69,498 at 4% or $46,332 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-8$2,813,859$44,479$5,560iApproximate average salary by contribution assumption: employee only about $138,997 at 4% or $92,665 at 6%; with 50% employer match about $92,665 at 4% or $61,776 at 6%; with 100% employer match about $69,498 at 4% or $46,332 at 6%.
202219$2,310,144$63,452$7,050iApproximate average salary by contribution assumption: employee only about $176,256 at 4% or $117,504 at 6%; with 50% employer match about $117,504 at 4% or $78,336 at 6%; with 100% employer match about $88,128 at 4% or $58,752 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-9$2,310,144$63,452$7,050iApproximate average salary by contribution assumption: employee only about $176,256 at 4% or $117,504 at 6%; with 50% employer match about $117,504 at 4% or $78,336 at 6%; with 100% employer match about $88,128 at 4% or $58,752 at 6%.
202117$2,972,701$54,224$7,746iApproximate average salary by contribution assumption: employee only about $193,657 at 4% or $129,105 at 6%; with 50% employer match about $129,105 at 4% or $86,070 at 6%; with 100% employer match about $96,829 at 4% or $64,552 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-7$2,972,701$54,224$7,746iApproximate average salary by contribution assumption: employee only about $193,657 at 4% or $129,105 at 6%; with 50% employer match about $129,105 at 4% or $86,070 at 6%; with 100% employer match about $96,829 at 4% or $64,552 at 6%.
202017$2,350,010$43,206$6,172iApproximate average salary by contribution assumption: employee only about $154,307 at 4% or $102,871 at 6%; with 50% employer match about $102,871 at 4% or $68,581 at 6%; with 100% employer match about $77,154 at 4% or $51,436 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-7$2,350,010$43,206$6,172iApproximate average salary by contribution assumption: employee only about $154,307 at 4% or $102,871 at 6%; with 50% employer match about $102,871 at 4% or $68,581 at 6%; with 100% employer match about $77,154 at 4% or $51,436 at 6%.
201916$1,907,709$33,456$5,576iApproximate average salary by contribution assumption: employee only about $139,400 at 4% or $92,933 at 6%; with 50% employer match about $92,933 at 4% or $61,956 at 6%; with 100% employer match about $69,700 at 4% or $46,467 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-6$1,907,709$33,456$5,576iApproximate average salary by contribution assumption: employee only about $139,400 at 4% or $92,933 at 6%; with 50% employer match about $92,933 at 4% or $61,956 at 6%; with 100% employer match about $69,700 at 4% or $46,467 at 6%.
201816$1,486,239$40,336$6,723iApproximate average salary by contribution assumption: employee only about $168,067 at 4% or $112,044 at 6%; with 50% employer match about $112,044 at 4% or $74,696 at 6%; with 100% employer match about $84,033 at 4% or $56,022 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-6$1,486,239$40,336$6,723iApproximate average salary by contribution assumption: employee only about $168,067 at 4% or $112,044 at 6%; with 50% employer match about $112,044 at 4% or $74,696 at 6%; with 100% employer match about $84,033 at 4% or $56,022 at 6%.
201716$1,595,374$74,456$12,409iApproximate average salary by contribution assumption: employee only about $310,233 at 4% or $206,822 at 6%; with 50% employer match about $206,822 at 4% or $137,881 at 6%; with 100% employer match about $155,117 at 4% or $103,411 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-6$1,595,374$74,456$12,409iApproximate average salary by contribution assumption: employee only about $310,233 at 4% or $206,822 at 6%; with 50% employer match about $206,822 at 4% or $137,881 at 6%; with 100% employer match about $155,117 at 4% or $103,411 at 6%.
201616$1,279,273$24,194$4,032iApproximate average salary by contribution assumption: employee only about $100,808 at 4% or $67,206 at 6%; with 50% employer match about $67,206 at 4% or $44,804 at 6%; with 100% employer match about $50,404 at 4% or $33,603 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-6$1,279,273$24,194$4,032iApproximate average salary by contribution assumption: employee only about $100,808 at 4% or $67,206 at 6%; with 50% employer match about $67,206 at 4% or $44,804 at 6%; with 100% employer match about $50,404 at 4% or $33,603 at 6%.
201517$1,149,437$32,641$4,663iApproximate average salary by contribution assumption: employee only about $116,575 at 4% or $77,717 at 6%; with 50% employer match about $77,717 at 4% or $51,811 at 6%; with 100% employer match about $58,288 at 4% or $38,858 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-7$1,149,437$32,641$4,663iApproximate average salary by contribution assumption: employee only about $116,575 at 4% or $77,717 at 6%; with 50% employer match about $77,717 at 4% or $51,811 at 6%; with 100% employer match about $58,288 at 4% or $38,858 at 6%.
201417$1,100,572$24,233$3,462iApproximate average salary by contribution assumption: employee only about $86,546 at 4% or $57,698 at 6%; with 50% employer match about $57,698 at 4% or $38,465 at 6%; with 100% employer match about $43,273 at 4% or $28,849 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-7$1,100,572$24,233$3,462iApproximate average salary by contribution assumption: employee only about $86,546 at 4% or $57,698 at 6%; with 50% employer match about $57,698 at 4% or $38,465 at 6%; with 100% employer match about $43,273 at 4% or $28,849 at 6%.
201317$1,017,735$32,317$4,617iApproximate average salary by contribution assumption: employee only about $115,418 at 4% or $76,945 at 6%; with 50% employer match about $76,945 at 4% or $51,297 at 6%; with 100% employer match about $57,709 at 4% or $38,473 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-7$1,017,735$32,317$4,617iApproximate average salary by contribution assumption: employee only about $115,418 at 4% or $76,945 at 6%; with 50% employer match about $76,945 at 4% or $51,297 at 6%; with 100% employer match about $57,709 at 4% or $38,473 at 6%.
201217$776,754$54,012$7,716iApproximate average salary by contribution assumption: employee only about $192,900 at 4% or $128,600 at 6%; with 50% employer match about $128,600 at 4% or $85,733 at 6%; with 100% employer match about $96,450 at 4% or $64,300 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-7$776,754$54,012$7,716iApproximate average salary by contribution assumption: employee only about $192,900 at 4% or $128,600 at 6%; with 50% employer match about $128,600 at 4% or $85,733 at 6%; with 100% employer match about $96,450 at 4% or $64,300 at 6%.
201117$643,790$79,270$11,324iApproximate average salary by contribution assumption: employee only about $283,107 at 4% or $188,738 at 6%; with 50% employer match about $188,738 at 4% or $125,825 at 6%; with 100% employer match about $141,554 at 4% or $94,369 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-7$643,790$79,270$11,324iApproximate average salary by contribution assumption: employee only about $283,107 at 4% or $188,738 at 6%; with 50% employer match about $188,738 at 4% or $125,825 at 6%; with 100% employer match about $141,554 at 4% or $94,369 at 6%.
201016$580,530$63,944$10,657iApproximate average salary by contribution assumption: employee only about $266,433 at 4% or $177,622 at 6%; with 50% employer match about $177,622 at 4% or $118,415 at 6%; with 100% employer match about $133,217 at 4% or $88,811 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-6$580,530$63,944$10,657iApproximate average salary by contribution assumption: employee only about $266,433 at 4% or $177,622 at 6%; with 50% employer match about $177,622 at 4% or $118,415 at 6%; with 100% employer match about $133,217 at 4% or $88,811 at 6%.
200917$454,494$92,972$13,282iApproximate average salary by contribution assumption: employee only about $332,043 at 4% or $221,362 at 6%; with 50% employer match about $221,362 at 4% or $147,575 at 6%; with 100% employer match about $166,021 at 4% or $110,681 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-7$454,494$92,972$13,282iApproximate average salary by contribution assumption: employee only about $332,043 at 4% or $221,362 at 6%; with 50% employer match about $221,362 at 4% or $147,575 at 6%; with 100% employer match about $166,021 at 4% or $110,681 at 6%.
200818$255,510$17,044$2,131iApproximate average salary by contribution assumption: employee only about $53,263 at 4% or $35,508 at 6%; with 50% employer match about $35,508 at 4% or $23,672 at 6%; with 100% employer match about $26,631 at 4% or $17,754 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-8$255,510$17,044$2,131iApproximate average salary by contribution assumption: employee only about $53,263 at 4% or $35,508 at 6%; with 50% employer match about $35,508 at 4% or $23,672 at 6%; with 100% employer match about $26,631 at 4% or $17,754 at 6%.
200717$374,780$55,429$7,918iApproximate average salary by contribution assumption: employee only about $197,961 at 4% or $131,974 at 6%; with 50% employer match about $131,974 at 4% or $87,983 at 6%; with 100% employer match about $98,980 at 4% or $65,987 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-7$374,780$55,429$7,918iApproximate average salary by contribution assumption: employee only about $197,961 at 4% or $131,974 at 6%; with 50% employer match about $131,974 at 4% or $87,983 at 6%; with 100% employer match about $98,980 at 4% or $65,987 at 6%.
200615$301,574$6,783$1,357iApproximate average salary by contribution assumption: employee only about $33,915 at 4% or $22,610 at 6%; with 50% employer match about $22,610 at 4% or $15,073 at 6%; with 100% employer match about $16,958 at 4% or $11,305 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-5$301,574$6,783$1,357iApproximate average salary by contribution assumption: employee only about $33,915 at 4% or $22,610 at 6%; with 50% employer match about $22,610 at 4% or $15,073 at 6%; with 100% employer match about $16,958 at 4% or $11,305 at 6%.
200517$266,225$5,711$816iApproximate average salary by contribution assumption: employee only about $20,396 at 4% or $13,598 at 6%; with 50% employer match about $13,598 at 4% or $9,065 at 6%; with 100% employer match about $10,198 at 4% or $6,799 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-7$266,225$5,711$816iApproximate average salary by contribution assumption: employee only about $20,396 at 4% or $13,598 at 6%; with 50% employer match about $13,598 at 4% or $9,065 at 6%; with 100% employer match about $10,198 at 4% or $6,799 at 6%.
200417$240,260$7,450$1,064iApproximate average salary by contribution assumption: employee only about $26,607 at 4% or $17,738 at 6%; with 50% employer match about $17,738 at 4% or $11,825 at 6%; with 100% employer match about $13,304 at 4% or $8,869 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-7$240,260$7,450$1,064iApproximate average salary by contribution assumption: employee only about $26,607 at 4% or $17,738 at 6%; with 50% employer match about $17,738 at 4% or $11,825 at 6%; with 100% employer match about $13,304 at 4% or $8,869 at 6%.
200316$204,065$9,304$1,551iApproximate average salary by contribution assumption: employee only about $38,767 at 4% or $25,844 at 6%; with 50% employer match about $25,844 at 4% or $17,230 at 6%; with 100% employer match about $19,383 at 4% or $12,922 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-6$204,065$9,304$1,551iApproximate average salary by contribution assumption: employee only about $38,767 at 4% or $25,844 at 6%; with 50% employer match about $25,844 at 4% or $17,230 at 6%; with 100% employer match about $19,383 at 4% or $12,922 at 6%.
200216$158,980$24,893$4,149iApproximate average salary by contribution assumption: employee only about $103,721 at 4% or $69,147 at 6%; with 50% employer match about $69,147 at 4% or $46,098 at 6%; with 100% employer match about $51,860 at 4% or $34,574 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-6$158,980$24,893$4,149iApproximate average salary by contribution assumption: employee only about $103,721 at 4% or $69,147 at 6%; with 50% employer match about $69,147 at 4% or $46,098 at 6%; with 100% employer match about $51,860 at 4% or $34,574 at 6%.
200116$159,272$41,218$6,870iApproximate average salary by contribution assumption: employee only about $171,742 at 4% or $114,494 at 6%; with 50% employer match about $114,494 at 4% or $76,330 at 6%; with 100% employer match about $85,871 at 4% or $57,247 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-6$159,272$41,218$6,870iApproximate average salary by contribution assumption: employee only about $171,742 at 4% or $114,494 at 6%; with 50% employer match about $114,494 at 4% or $76,330 at 6%; with 100% employer match about $85,871 at 4% or $57,247 at 6%.
200015$128,981$38,962$7,792iApproximate average salary by contribution assumption: employee only about $194,810 at 4% or $129,873 at 6%; with 50% employer match about $129,873 at 4% or $86,582 at 6%; with 100% employer match about $97,405 at 4% or $64,937 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-5$128,981$38,962$7,792iApproximate average salary by contribution assumption: employee only about $194,810 at 4% or $129,873 at 6%; with 50% employer match about $129,873 at 4% or $86,582 at 6%; with 100% employer match about $97,405 at 4% or $64,937 at 6%.
199913$89,178$33,095$11,032iApproximate average salary by contribution assumption: employee only about $275,792 at 4% or $183,861 at 6%; with 50% employer match about $183,861 at 4% or $122,574 at 6%; with 100% employer match about $137,896 at 4% or $91,931 at 6%.
Applied Financial Concepts Inc. Profit Sharing Plan and Trust-3$89,178$33,095$11,032iApproximate average salary by contribution assumption: employee only about $275,792 at 4% or $183,861 at 6%; with 50% employer match about $183,861 at 4% or $122,574 at 6%; with 100% employer match about $137,896 at 4% or $91,931 at 6%.