Civic Intelligence

American Pension Advisors Ltd.

Plan context: American Pension Advisors Ltd. 401(K) Plan

EIN 35-2015845 • Winter Park, FL • 21 filings • 3 plans

559 Genius Dr.Winter Park, FL 32789
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,419,401

2024 Contributions

$99,500

Historical Graphs

Total Assets Over Time

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

$2,419,401$1,209,701$0200520162024YearValue
$2,419,401Latest year 2024

Participants Over Time

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

23120200520152024YearValue
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$2,419,401$99,500$14,214iApproximate average salary by contribution assumption: employee only about $355,357 at 4% or $236,905 at 6%; with 50% employer match about $236,905 at 4% or $157,937 at 6%; with 100% employer match about $177,679 at 4% or $118,452 at 6%.
American Pension Advisors Ltd. 401(K) Plan-7$2,419,401$99,500$14,214iApproximate average salary by contribution assumption: employee only about $355,357 at 4% or $236,905 at 6%; with 50% employer match about $236,905 at 4% or $157,937 at 6%; with 100% employer match about $177,679 at 4% or $118,452 at 6%.
202318$2,327,427$178,168$22,271iApproximate average salary by contribution assumption: employee only about $556,775 at 4% or $371,183 at 6%; with 50% employer match about $371,183 at 4% or $247,456 at 6%; with 100% employer match about $278,388 at 4% or $185,592 at 6%.
American Pension Advisors Ltd. 401(K) Plan-8$2,327,427$178,168$22,271iApproximate average salary by contribution assumption: employee only about $556,775 at 4% or $371,183 at 6%; with 50% employer match about $371,183 at 4% or $247,456 at 6%; with 100% employer match about $278,388 at 4% or $185,592 at 6%.
2022217$2,218,346$313,494$18,441iApproximate average salary by contribution assumption: employee only about $461,021 at 4% or $307,347 at 6%; with 50% employer match about $307,347 at 4% or $204,898 at 6%; with 100% employer match about $230,510 at 4% or $153,674 at 6%.
American Pension Advisors Ltd. 401(K) Plan-17$2,218,346$242,261$14,251iApproximate average salary by contribution assumption: employee only about $356,266 at 4% or $237,511 at 6%; with 50% employer match about $237,511 at 4% or $158,341 at 6%; with 100% employer match about $178,133 at 4% or $118,755 at 6%.
AMERICAN PENSION ADVISORS, LTD. CBIN BENEFIT PLAN-0$0$71,233-
2021122$2,228,391$410,637$18,665iApproximate average salary by contribution assumption: employee only about $466,633 at 4% or $311,089 at 6%; with 50% employer match about $311,089 at 4% or $207,392 at 6%; with 100% employer match about $233,316 at 4% or $155,544 at 6%.
American Pension Advisors Ltd. 401(K) Plan-22$2,228,391$410,637$18,665iApproximate average salary by contribution assumption: employee only about $466,633 at 4% or $311,089 at 6%; with 50% employer match about $311,089 at 4% or $207,392 at 6%; with 100% employer match about $233,316 at 4% or $155,544 at 6%.
2020123$1,777,190$250,196$10,878iApproximate average salary by contribution assumption: employee only about $271,952 at 4% or $181,301 at 6%; with 50% employer match about $181,301 at 4% or $120,868 at 6%; with 100% employer match about $135,976 at 4% or $90,651 at 6%.
American Pension Advisors Ltd. 401(K) Plan-23$1,777,190$250,196$10,878iApproximate average salary by contribution assumption: employee only about $271,952 at 4% or $181,301 at 6%; with 50% employer match about $181,301 at 4% or $120,868 at 6%; with 100% employer match about $135,976 at 4% or $90,651 at 6%.
2019118$1,653,608$182,998$10,167iApproximate average salary by contribution assumption: employee only about $254,164 at 4% or $169,443 at 6%; with 50% employer match about $169,443 at 4% or $112,962 at 6%; with 100% employer match about $127,082 at 4% or $84,721 at 6%.
American Pension Advisors Ltd. 401(K) Plan-18$1,653,608$182,998$10,167iApproximate average salary by contribution assumption: employee only about $254,164 at 4% or $169,443 at 6%; with 50% employer match about $169,443 at 4% or $112,962 at 6%; with 100% employer match about $127,082 at 4% or $84,721 at 6%.
2018114$1,297,698$162,287$11,592iApproximate average salary by contribution assumption: employee only about $289,798 at 4% or $193,199 at 6%; with 50% employer match about $193,199 at 4% or $128,799 at 6%; with 100% employer match about $144,899 at 4% or $96,599 at 6%.
American Pension Advisors Ltd. 401(K) Plan-14$1,297,698$162,287$11,592iApproximate average salary by contribution assumption: employee only about $289,798 at 4% or $193,199 at 6%; with 50% employer match about $193,199 at 4% or $128,799 at 6%; with 100% employer match about $144,899 at 4% or $96,599 at 6%.
2017114$1,249,834$216,240$15,446iApproximate average salary by contribution assumption: employee only about $386,143 at 4% or $257,429 at 6%; with 50% employer match about $257,429 at 4% or $171,619 at 6%; with 100% employer match about $193,071 at 4% or $128,714 at 6%.
American Pension Advisors Ltd. 401(K) Plan-14$1,249,834$216,240$15,446iApproximate average salary by contribution assumption: employee only about $386,143 at 4% or $257,429 at 6%; with 50% employer match about $257,429 at 4% or $171,619 at 6%; with 100% employer match about $193,071 at 4% or $128,714 at 6%.
2016111$979,999$135,792$12,345iApproximate average salary by contribution assumption: employee only about $308,618 at 4% or $205,745 at 6%; with 50% employer match about $205,745 at 4% or $137,164 at 6%; with 100% employer match about $154,309 at 4% or $102,873 at 6%.
American Pension Advisors Ltd. 401(K) Plan-11$979,999$135,792$12,345iApproximate average salary by contribution assumption: employee only about $308,618 at 4% or $205,745 at 6%; with 50% employer match about $205,745 at 4% or $137,164 at 6%; with 100% employer match about $154,309 at 4% or $102,873 at 6%.
2015110$863,405$114,447$11,445iApproximate average salary by contribution assumption: employee only about $286,118 at 4% or $190,745 at 6%; with 50% employer match about $190,745 at 4% or $127,163 at 6%; with 100% employer match about $143,059 at 4% or $95,373 at 6%.
American Pension Advisors Ltd. 401(K) Plan-10$863,405$114,447$11,445iApproximate average salary by contribution assumption: employee only about $286,118 at 4% or $190,745 at 6%; with 50% employer match about $190,745 at 4% or $127,163 at 6%; with 100% employer match about $143,059 at 4% or $95,373 at 6%.
2014110$775,714$132,455$13,246iApproximate average salary by contribution assumption: employee only about $331,138 at 4% or $220,758 at 6%; with 50% employer match about $220,758 at 4% or $147,172 at 6%; with 100% employer match about $165,569 at 4% or $110,379 at 6%.
American Pension Advisors Ltd. 401(K) Plan-10$775,714$132,455$13,246iApproximate average salary by contribution assumption: employee only about $331,138 at 4% or $220,758 at 6%; with 50% employer match about $220,758 at 4% or $147,172 at 6%; with 100% employer match about $165,569 at 4% or $110,379 at 6%.
2013111$655,176$117,011$10,637iApproximate average salary by contribution assumption: employee only about $265,934 at 4% or $177,289 at 6%; with 50% employer match about $177,289 at 4% or $118,193 at 6%; with 100% employer match about $132,967 at 4% or $88,645 at 6%.
American Pension Advisors Ltd. 401(K) Plan-11$655,176$117,011$10,637iApproximate average salary by contribution assumption: employee only about $265,934 at 4% or $177,289 at 6%; with 50% employer match about $177,289 at 4% or $118,193 at 6%; with 100% employer match about $132,967 at 4% or $88,645 at 6%.
2012111$484,262$136,326$12,393iApproximate average salary by contribution assumption: employee only about $309,832 at 4% or $206,555 at 6%; with 50% employer match about $206,555 at 4% or $137,703 at 6%; with 100% employer match about $154,916 at 4% or $103,277 at 6%.
American Pension Advisors Ltd. 401(K) Plan-11$484,262$136,326$12,393iApproximate average salary by contribution assumption: employee only about $309,832 at 4% or $206,555 at 6%; with 50% employer match about $206,555 at 4% or $137,703 at 6%; with 100% employer match about $154,916 at 4% or $103,277 at 6%.
201119$309,256$198,837$22,093iApproximate average salary by contribution assumption: employee only about $552,325 at 4% or $368,217 at 6%; with 50% employer match about $368,217 at 4% or $245,478 at 6%; with 100% employer match about $276,163 at 4% or $184,108 at 6%.
American Pension Advisors Ltd. 401(K) Plan-9$309,256$198,837$22,093iApproximate average salary by contribution assumption: employee only about $552,325 at 4% or $368,217 at 6%; with 50% employer match about $368,217 at 4% or $245,478 at 6%; with 100% employer match about $276,163 at 4% or $184,108 at 6%.
201017$134,296$31,670$4,524iApproximate average salary by contribution assumption: employee only about $113,107 at 4% or $75,405 at 6%; with 50% employer match about $75,405 at 4% or $50,270 at 6%; with 100% employer match about $56,554 at 4% or $37,702 at 6%.
American Pension Advisors Ltd. 401(K) Plan-7$134,296$31,670$4,524iApproximate average salary by contribution assumption: employee only about $113,107 at 4% or $75,405 at 6%; with 50% employer match about $75,405 at 4% or $50,270 at 6%; with 100% employer match about $56,554 at 4% or $37,702 at 6%.
200917$86,854$8,083$1,155iApproximate average salary by contribution assumption: employee only about $28,868 at 4% or $19,245 at 6%; with 50% employer match about $19,245 at 4% or $12,830 at 6%; with 100% employer match about $14,434 at 4% or $9,623 at 6%.
American Pension Advisors Ltd. 401(K) Plan-7$86,854$8,083$1,155iApproximate average salary by contribution assumption: employee only about $28,868 at 4% or $19,245 at 6%; with 50% employer match about $19,245 at 4% or $12,830 at 6%; with 100% employer match about $14,434 at 4% or $9,623 at 6%.
200814$63,918$30,050$7,513iApproximate average salary by contribution assumption: employee only about $187,813 at 4% or $125,208 at 6%; with 50% employer match about $125,208 at 4% or $83,472 at 6%; with 100% employer match about $93,906 at 4% or $62,604 at 6%.
American Pension Advisors Ltd. 401(K) Plan-4$63,918$30,050$7,513iApproximate average salary by contribution assumption: employee only about $187,813 at 4% or $125,208 at 6%; with 50% employer match about $125,208 at 4% or $83,472 at 6%; with 100% employer match about $93,906 at 4% or $62,604 at 6%.
200716$0$0-
American Pension Advisors Ltd. 401(K) Plan-6---
200616$0$0-
American Pension Advisors Ltd. 401(K) Plan-6---
200517$18,953$18,953$2,708iApproximate average salary by contribution assumption: employee only about $67,689 at 4% or $45,126 at 6%; with 50% employer match about $45,126 at 4% or $30,084 at 6%; with 100% employer match about $33,845 at 4% or $22,563 at 6%.
American Pension Advisors Ltd. 401(K) Plan-7$18,953$18,953$2,708iApproximate average salary by contribution assumption: employee only about $67,689 at 4% or $45,126 at 6%; with 50% employer match about $45,126 at 4% or $30,084 at 6%; with 100% employer match about $33,845 at 4% or $22,563 at 6%.