Affinity Mutual Insurance Company
Plan context: Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust
EIN 34-4317240 • Lima, OH • 26 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$2,183,194
2025 Contributions
$163,668
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $2,183,194 | $163,668 | $18,185iApproximate average salary by contribution assumption: employee only about $454,633 at 4% or $303,089 at 6%; with 50% employer match about $303,089 at 4% or $202,059 at 6%; with 100% employer match about $227,317 at 4% or $151,544 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 9 | $2,183,194 | $163,668 | $18,185iApproximate average salary by contribution assumption: employee only about $454,633 at 4% or $303,089 at 6%; with 50% employer match about $303,089 at 4% or $202,059 at 6%; with 100% employer match about $227,317 at 4% or $151,544 at 6%. |
| 2024 | 1 | 8 | $1,767,028 | $176,715 | $22,089iApproximate average salary by contribution assumption: employee only about $552,234 at 4% or $368,156 at 6%; with 50% employer match about $368,156 at 4% or $245,438 at 6%; with 100% employer match about $276,117 at 4% or $184,078 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 8 | $1,767,028 | $176,715 | $22,089iApproximate average salary by contribution assumption: employee only about $552,234 at 4% or $368,156 at 6%; with 50% employer match about $368,156 at 4% or $245,438 at 6%; with 100% employer match about $276,117 at 4% or $184,078 at 6%. |
| 2023 | 1 | 10 | $1,964,514 | $154,335 | $15,434iApproximate average salary by contribution assumption: employee only about $385,838 at 4% or $257,225 at 6%; with 50% employer match about $257,225 at 4% or $171,483 at 6%; with 100% employer match about $192,919 at 4% or $128,613 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 10 | $1,964,514 | $154,335 | $15,434iApproximate average salary by contribution assumption: employee only about $385,838 at 4% or $257,225 at 6%; with 50% employer match about $257,225 at 4% or $171,483 at 6%; with 100% employer match about $192,919 at 4% or $128,613 at 6%. |
| 2022 | 1 | 11 | $2,031,688 | $140,328 | $12,757iApproximate average salary by contribution assumption: employee only about $318,927 at 4% or $212,618 at 6%; with 50% employer match about $212,618 at 4% or $141,745 at 6%; with 100% employer match about $159,464 at 4% or $106,309 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 11 | $2,031,688 | $140,328 | $12,757iApproximate average salary by contribution assumption: employee only about $318,927 at 4% or $212,618 at 6%; with 50% employer match about $212,618 at 4% or $141,745 at 6%; with 100% employer match about $159,464 at 4% or $106,309 at 6%. |
| 2021 | 1 | 12 | $2,250,292 | $175,962 | $14,664iApproximate average salary by contribution assumption: employee only about $366,588 at 4% or $244,392 at 6%; with 50% employer match about $244,392 at 4% or $162,928 at 6%; with 100% employer match about $183,294 at 4% or $122,196 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 12 | $2,250,292 | $175,962 | $14,664iApproximate average salary by contribution assumption: employee only about $366,588 at 4% or $244,392 at 6%; with 50% employer match about $244,392 at 4% or $162,928 at 6%; with 100% employer match about $183,294 at 4% or $122,196 at 6%. |
| 2020 | 1 | 12 | $5,545,690 | $165,410 | $13,784iApproximate average salary by contribution assumption: employee only about $344,604 at 4% or $229,736 at 6%; with 50% employer match about $229,736 at 4% or $153,157 at 6%; with 100% employer match about $172,302 at 4% or $114,868 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 12 | $5,545,690 | $165,410 | $13,784iApproximate average salary by contribution assumption: employee only about $344,604 at 4% or $229,736 at 6%; with 50% employer match about $229,736 at 4% or $153,157 at 6%; with 100% employer match about $172,302 at 4% or $114,868 at 6%. |
| 2019 | 1 | 13 | $4,890,813 | $184,908 | $14,224iApproximate average salary by contribution assumption: employee only about $355,592 at 4% or $237,062 at 6%; with 50% employer match about $237,062 at 4% or $158,041 at 6%; with 100% employer match about $177,796 at 4% or $118,531 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 13 | $4,890,813 | $184,908 | $14,224iApproximate average salary by contribution assumption: employee only about $355,592 at 4% or $237,062 at 6%; with 50% employer match about $237,062 at 4% or $158,041 at 6%; with 100% employer match about $177,796 at 4% or $118,531 at 6%. |
| 2018 | 1 | 12 | $3,645,043 | $252,305 | $21,025iApproximate average salary by contribution assumption: employee only about $525,635 at 4% or $350,424 at 6%; with 50% employer match about $350,424 at 4% or $233,616 at 6%; with 100% employer match about $262,818 at 4% or $175,212 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 12 | $3,645,043 | $252,305 | $21,025iApproximate average salary by contribution assumption: employee only about $525,635 at 4% or $350,424 at 6%; with 50% employer match about $350,424 at 4% or $233,616 at 6%; with 100% employer match about $262,818 at 4% or $175,212 at 6%. |
| 2017 | 1 | 12 | $4,933,551 | $284,066 | $23,672iApproximate average salary by contribution assumption: employee only about $591,804 at 4% or $394,536 at 6%; with 50% employer match about $394,536 at 4% or $263,024 at 6%; with 100% employer match about $295,902 at 4% or $197,268 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 12 | $4,933,551 | $284,066 | $23,672iApproximate average salary by contribution assumption: employee only about $591,804 at 4% or $394,536 at 6%; with 50% employer match about $394,536 at 4% or $263,024 at 6%; with 100% employer match about $295,902 at 4% or $197,268 at 6%. |
| 2016 | 1 | 12 | $4,150,470 | $186,226 | $15,519iApproximate average salary by contribution assumption: employee only about $387,971 at 4% or $258,647 at 6%; with 50% employer match about $258,647 at 4% or $172,431 at 6%; with 100% employer match about $193,985 at 4% or $129,324 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 12 | $4,150,470 | $186,226 | $15,519iApproximate average salary by contribution assumption: employee only about $387,971 at 4% or $258,647 at 6%; with 50% employer match about $258,647 at 4% or $172,431 at 6%; with 100% employer match about $193,985 at 4% or $129,324 at 6%. |
| 2015 | 1 | 12 | $3,598,748 | $147,361 | $12,280iApproximate average salary by contribution assumption: employee only about $307,002 at 4% or $204,668 at 6%; with 50% employer match about $204,668 at 4% or $136,445 at 6%; with 100% employer match about $153,501 at 4% or $102,334 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 12 | $3,598,748 | $147,361 | $12,280iApproximate average salary by contribution assumption: employee only about $307,002 at 4% or $204,668 at 6%; with 50% employer match about $204,668 at 4% or $136,445 at 6%; with 100% employer match about $153,501 at 4% or $102,334 at 6%. |
| 2014 | 1 | 12 | $3,441,471 | $117,437 | $9,786iApproximate average salary by contribution assumption: employee only about $244,660 at 4% or $163,107 at 6%; with 50% employer match about $163,107 at 4% or $108,738 at 6%; with 100% employer match about $122,330 at 4% or $81,553 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 12 | $3,441,471 | $117,437 | $9,786iApproximate average salary by contribution assumption: employee only about $244,660 at 4% or $163,107 at 6%; with 50% employer match about $163,107 at 4% or $108,738 at 6%; with 100% employer match about $122,330 at 4% or $81,553 at 6%. |
| 2013 | 1 | 11 | $3,373,396 | $115,013 | $10,456iApproximate average salary by contribution assumption: employee only about $261,393 at 4% or $174,262 at 6%; with 50% employer match about $174,262 at 4% or $116,175 at 6%; with 100% employer match about $130,697 at 4% or $87,131 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 11 | $3,373,396 | $115,013 | $10,456iApproximate average salary by contribution assumption: employee only about $261,393 at 4% or $174,262 at 6%; with 50% employer match about $174,262 at 4% or $116,175 at 6%; with 100% employer match about $130,697 at 4% or $87,131 at 6%. |
| 2012 | 1 | 11 | $2,672,001 | $129,292 | $11,754iApproximate average salary by contribution assumption: employee only about $293,845 at 4% or $195,897 at 6%; with 50% employer match about $195,897 at 4% or $130,598 at 6%; with 100% employer match about $146,923 at 4% or $97,948 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 11 | $2,672,001 | $129,292 | $11,754iApproximate average salary by contribution assumption: employee only about $293,845 at 4% or $195,897 at 6%; with 50% employer match about $195,897 at 4% or $130,598 at 6%; with 100% employer match about $146,923 at 4% or $97,948 at 6%. |
| 2011 | 1 | 11 | $2,279,090 | $114,830 | $10,439iApproximate average salary by contribution assumption: employee only about $260,977 at 4% or $173,985 at 6%; with 50% employer match about $173,985 at 4% or $115,990 at 6%; with 100% employer match about $130,489 at 4% or $86,992 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 11 | $2,279,090 | $114,830 | $10,439iApproximate average salary by contribution assumption: employee only about $260,977 at 4% or $173,985 at 6%; with 50% employer match about $173,985 at 4% or $115,990 at 6%; with 100% employer match about $130,489 at 4% or $86,992 at 6%. |
| 2010 | 1 | 11 | $2,120,829 | $58,068 | $5,279iApproximate average salary by contribution assumption: employee only about $131,973 at 4% or $87,982 at 6%; with 50% employer match about $87,982 at 4% or $58,655 at 6%; with 100% employer match about $65,986 at 4% or $43,991 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 11 | $2,120,829 | $58,068 | $5,279iApproximate average salary by contribution assumption: employee only about $131,973 at 4% or $87,982 at 6%; with 50% employer match about $87,982 at 4% or $58,655 at 6%; with 100% employer match about $65,986 at 4% or $43,991 at 6%. |
| 2009 | 1 | 11 | $1,811,527 | $105,786 | $9,617iApproximate average salary by contribution assumption: employee only about $240,423 at 4% or $160,282 at 6%; with 50% employer match about $160,282 at 4% or $106,855 at 6%; with 100% employer match about $120,211 at 4% or $80,141 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 11 | $1,811,527 | $105,786 | $9,617iApproximate average salary by contribution assumption: employee only about $240,423 at 4% or $160,282 at 6%; with 50% employer match about $160,282 at 4% or $106,855 at 6%; with 100% employer match about $120,211 at 4% or $80,141 at 6%. |
| 2008 | 1 | 10 | $1,444,803 | $100,740 | $10,074iApproximate average salary by contribution assumption: employee only about $251,850 at 4% or $167,900 at 6%; with 50% employer match about $167,900 at 4% or $111,933 at 6%; with 100% employer match about $125,925 at 4% or $83,950 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 10 | $1,444,803 | $100,740 | $10,074iApproximate average salary by contribution assumption: employee only about $251,850 at 4% or $167,900 at 6%; with 50% employer match about $167,900 at 4% or $111,933 at 6%; with 100% employer match about $125,925 at 4% or $83,950 at 6%. |
| 2007 | 1 | 10 | $2,002,713 | $101,623 | $10,162iApproximate average salary by contribution assumption: employee only about $254,057 at 4% or $169,372 at 6%; with 50% employer match about $169,372 at 4% or $112,914 at 6%; with 100% employer match about $127,029 at 4% or $84,686 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 10 | $2,002,713 | $101,623 | $10,162iApproximate average salary by contribution assumption: employee only about $254,057 at 4% or $169,372 at 6%; with 50% employer match about $169,372 at 4% or $112,914 at 6%; with 100% employer match about $127,029 at 4% or $84,686 at 6%. |
| 2006 | 1 | 10 | $1,980,827 | $115,858 | $11,586iApproximate average salary by contribution assumption: employee only about $289,645 at 4% or $193,097 at 6%; with 50% employer match about $193,097 at 4% or $128,731 at 6%; with 100% employer match about $144,823 at 4% or $96,548 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 10 | $1,980,827 | $115,858 | $11,586iApproximate average salary by contribution assumption: employee only about $289,645 at 4% or $193,097 at 6%; with 50% employer match about $193,097 at 4% or $128,731 at 6%; with 100% employer match about $144,823 at 4% or $96,548 at 6%. |
| 2005 | 1 | 10 | $1,426,095 | $212,301 | $21,230iApproximate average salary by contribution assumption: employee only about $530,753 at 4% or $353,835 at 6%; with 50% employer match about $353,835 at 4% or $235,890 at 6%; with 100% employer match about $265,376 at 4% or $176,918 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 10 | $1,426,095 | $212,301 | $21,230iApproximate average salary by contribution assumption: employee only about $530,753 at 4% or $353,835 at 6%; with 50% employer match about $353,835 at 4% or $235,890 at 6%; with 100% employer match about $265,376 at 4% or $176,918 at 6%. |
| 2004 | 1 | 10 | $1,419,951 | $97,024 | $9,702iApproximate average salary by contribution assumption: employee only about $242,560 at 4% or $161,707 at 6%; with 50% employer match about $161,707 at 4% or $107,804 at 6%; with 100% employer match about $121,280 at 4% or $80,853 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 10 | $1,419,951 | $97,024 | $9,702iApproximate average salary by contribution assumption: employee only about $242,560 at 4% or $161,707 at 6%; with 50% employer match about $161,707 at 4% or $107,804 at 6%; with 100% employer match about $121,280 at 4% or $80,853 at 6%. |
| 2003 | 1 | 10 | $1,184,619 | $99,611 | $9,961iApproximate average salary by contribution assumption: employee only about $249,028 at 4% or $166,018 at 6%; with 50% employer match about $166,018 at 4% or $110,679 at 6%; with 100% employer match about $124,514 at 4% or $83,009 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 10 | $1,184,619 | $99,611 | $9,961iApproximate average salary by contribution assumption: employee only about $249,028 at 4% or $166,018 at 6%; with 50% employer match about $166,018 at 4% or $110,679 at 6%; with 100% employer match about $124,514 at 4% or $83,009 at 6%. |
| 2002 | 1 | 10 | $897,036 | $66,541 | $6,654iApproximate average salary by contribution assumption: employee only about $166,353 at 4% or $110,902 at 6%; with 50% employer match about $110,902 at 4% or $73,934 at 6%; with 100% employer match about $83,176 at 4% or $55,451 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 10 | $897,036 | $66,541 | $6,654iApproximate average salary by contribution assumption: employee only about $166,353 at 4% or $110,902 at 6%; with 50% employer match about $110,902 at 4% or $73,934 at 6%; with 100% employer match about $83,176 at 4% or $55,451 at 6%. |
| 2001 | 1 | 10 | $982,016 | $62,312 | $6,231iApproximate average salary by contribution assumption: employee only about $155,780 at 4% or $103,853 at 6%; with 50% employer match about $103,853 at 4% or $69,236 at 6%; with 100% employer match about $77,890 at 4% or $51,927 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 10 | $982,016 | $62,312 | $6,231iApproximate average salary by contribution assumption: employee only about $155,780 at 4% or $103,853 at 6%; with 50% employer match about $103,853 at 4% or $69,236 at 6%; with 100% employer match about $77,890 at 4% or $51,927 at 6%. |
| 2000 | 1 | 10 | $98,033 | $61,301 | $6,130iApproximate average salary by contribution assumption: employee only about $153,253 at 4% or $102,168 at 6%; with 50% employer match about $102,168 at 4% or $68,112 at 6%; with 100% employer match about $76,626 at 4% or $51,084 at 6%. |
| Affinity Mutual Insurance Company 401(K) Profit Sharing Plan and Trust | - | 10 | $98,033 | $61,301 | $6,130iApproximate average salary by contribution assumption: employee only about $153,253 at 4% or $102,168 at 6%; with 50% employer match about $102,168 at 4% or $68,112 at 6%; with 100% employer match about $76,626 at 4% or $51,084 at 6%. |