Civic Intelligence

The Applied Finance Group Ltd.

Plan context: Applied Finance Group Ltd Profit Sharing Plan

EIN 36-4044912 • Chicago, IL • 33 filings • 4 plans

121 W. Wacker DriveSuite 1260Chicago, IL 60601
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$8,603,391

2025 Contributions

$336,993

Historical Graphs

Total Assets Over Time

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

$8,603,391$4,301,696$0199920132025YearValue
$8,603,391Latest year 2025

Participants Over Time

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

21110199920122025YearValue
14Latest 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
2025114$8,603,391$336,993$24,071iApproximate average salary by contribution assumption: employee only about $601,773 at 4% or $401,182 at 6%; with 50% employer match about $401,182 at 4% or $267,455 at 6%; with 100% employer match about $300,887 at 4% or $200,591 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-14$8,603,391$336,993$24,071iApproximate average salary by contribution assumption: employee only about $601,773 at 4% or $401,182 at 6%; with 50% employer match about $401,182 at 4% or $267,455 at 6%; with 100% employer match about $300,887 at 4% or $200,591 at 6%.
2024115$7,196,013$339,811$22,654iApproximate average salary by contribution assumption: employee only about $566,352 at 4% or $377,568 at 6%; with 50% employer match about $377,568 at 4% or $251,712 at 6%; with 100% employer match about $283,176 at 4% or $188,784 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-15$7,196,013$339,811$22,654iApproximate average salary by contribution assumption: employee only about $566,352 at 4% or $377,568 at 6%; with 50% employer match about $377,568 at 4% or $251,712 at 6%; with 100% employer match about $283,176 at 4% or $188,784 at 6%.
2023115$6,043,458$263,337$17,556iApproximate average salary by contribution assumption: employee only about $438,895 at 4% or $292,597 at 6%; with 50% employer match about $292,597 at 4% or $195,064 at 6%; with 100% employer match about $219,448 at 4% or $146,298 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-15$6,043,458$263,337$17,556iApproximate average salary by contribution assumption: employee only about $438,895 at 4% or $292,597 at 6%; with 50% employer match about $292,597 at 4% or $195,064 at 6%; with 100% employer match about $219,448 at 4% or $146,298 at 6%.
2022115$4,886,340$174,241$11,616iApproximate average salary by contribution assumption: employee only about $290,402 at 4% or $193,601 at 6%; with 50% employer match about $193,601 at 4% or $129,067 at 6%; with 100% employer match about $145,201 at 4% or $96,801 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-15$4,886,340$174,241$11,616iApproximate average salary by contribution assumption: employee only about $290,402 at 4% or $193,601 at 6%; with 50% employer match about $193,601 at 4% or $129,067 at 6%; with 100% employer match about $145,201 at 4% or $96,801 at 6%.
2021115$5,425,499$158,657$10,577iApproximate average salary by contribution assumption: employee only about $264,428 at 4% or $176,286 at 6%; with 50% employer match about $176,286 at 4% or $117,524 at 6%; with 100% employer match about $132,214 at 4% or $88,143 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-15$5,425,499$158,657$10,577iApproximate average salary by contribution assumption: employee only about $264,428 at 4% or $176,286 at 6%; with 50% employer match about $176,286 at 4% or $117,524 at 6%; with 100% employer match about $132,214 at 4% or $88,143 at 6%.
2020114$4,266,464$109,479$7,820iApproximate average salary by contribution assumption: employee only about $195,498 at 4% or $130,332 at 6%; with 50% employer match about $130,332 at 4% or $86,888 at 6%; with 100% employer match about $97,749 at 4% or $65,166 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-14$4,266,464$109,479$7,820iApproximate average salary by contribution assumption: employee only about $195,498 at 4% or $130,332 at 6%; with 50% employer match about $130,332 at 4% or $86,888 at 6%; with 100% employer match about $97,749 at 4% or $65,166 at 6%.
2019114$3,709,309$162,643$11,617iApproximate average salary by contribution assumption: employee only about $290,434 at 4% or $193,623 at 6%; with 50% employer match about $193,623 at 4% or $129,082 at 6%; with 100% employer match about $145,217 at 4% or $96,811 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-14$3,709,309$162,643$11,617iApproximate average salary by contribution assumption: employee only about $290,434 at 4% or $193,623 at 6%; with 50% employer match about $193,623 at 4% or $129,082 at 6%; with 100% employer match about $145,217 at 4% or $96,811 at 6%.
2018114$2,872,654$164,592$11,757iApproximate average salary by contribution assumption: employee only about $293,914 at 4% or $195,943 at 6%; with 50% employer match about $195,943 at 4% or $130,629 at 6%; with 100% employer match about $146,957 at 4% or $97,971 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-14$2,872,654$164,592$11,757iApproximate average salary by contribution assumption: employee only about $293,914 at 4% or $195,943 at 6%; with 50% employer match about $195,943 at 4% or $130,629 at 6%; with 100% employer match about $146,957 at 4% or $97,971 at 6%.
2017116$3,235,612$135,295$8,456iApproximate average salary by contribution assumption: employee only about $211,398 at 4% or $140,932 at 6%; with 50% employer match about $140,932 at 4% or $93,955 at 6%; with 100% employer match about $105,699 at 4% or $70,466 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-16$3,235,612$135,295$8,456iApproximate average salary by contribution assumption: employee only about $211,398 at 4% or $140,932 at 6%; with 50% employer match about $140,932 at 4% or $93,955 at 6%; with 100% employer match about $105,699 at 4% or $70,466 at 6%.
2016117$3,184,280$168,972$9,940iApproximate average salary by contribution assumption: employee only about $248,488 at 4% or $165,659 at 6%; with 50% employer match about $165,659 at 4% or $110,439 at 6%; with 100% employer match about $124,244 at 4% or $82,829 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-17$3,184,280$168,972$9,940iApproximate average salary by contribution assumption: employee only about $248,488 at 4% or $165,659 at 6%; with 50% employer match about $165,659 at 4% or $110,439 at 6%; with 100% employer match about $124,244 at 4% or $82,829 at 6%.
2015118$2,748,379$226,051$12,558iApproximate average salary by contribution assumption: employee only about $313,960 at 4% or $209,306 at 6%; with 50% employer match about $209,306 at 4% or $139,538 at 6%; with 100% employer match about $156,980 at 4% or $104,653 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-18$2,748,379$226,051$12,558iApproximate average salary by contribution assumption: employee only about $313,960 at 4% or $209,306 at 6%; with 50% employer match about $209,306 at 4% or $139,538 at 6%; with 100% employer match about $156,980 at 4% or $104,653 at 6%.
2014120$2,685,212$142,355$7,118iApproximate average salary by contribution assumption: employee only about $177,944 at 4% or $118,629 at 6%; with 50% employer match about $118,629 at 4% or $79,086 at 6%; with 100% employer match about $88,972 at 4% or $59,315 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-20$2,685,212$142,355$7,118iApproximate average salary by contribution assumption: employee only about $177,944 at 4% or $118,629 at 6%; with 50% employer match about $118,629 at 4% or $79,086 at 6%; with 100% employer match about $88,972 at 4% or $59,315 at 6%.
2013119$2,298,753$125,715$6,617iApproximate average salary by contribution assumption: employee only about $165,414 at 4% or $110,276 at 6%; with 50% employer match about $110,276 at 4% or $73,518 at 6%; with 100% employer match about $82,707 at 4% or $55,138 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-19$2,298,753$125,715$6,617iApproximate average salary by contribution assumption: employee only about $165,414 at 4% or $110,276 at 6%; with 50% employer match about $110,276 at 4% or $73,518 at 6%; with 100% employer match about $82,707 at 4% or $55,138 at 6%.
2012120$1,756,087$119,586$5,979iApproximate average salary by contribution assumption: employee only about $149,483 at 4% or $99,655 at 6%; with 50% employer match about $99,655 at 4% or $66,437 at 6%; with 100% employer match about $74,741 at 4% or $49,828 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-20$1,756,087$119,586$5,979iApproximate average salary by contribution assumption: employee only about $149,483 at 4% or $99,655 at 6%; with 50% employer match about $99,655 at 4% or $66,437 at 6%; with 100% employer match about $74,741 at 4% or $49,828 at 6%.
2011121$1,418,807$142,565$6,789iApproximate average salary by contribution assumption: employee only about $169,720 at 4% or $113,147 at 6%; with 50% employer match about $113,147 at 4% or $75,431 at 6%; with 100% employer match about $84,860 at 4% or $56,573 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-21$1,418,807$142,565$6,789iApproximate average salary by contribution assumption: employee only about $169,720 at 4% or $113,147 at 6%; with 50% employer match about $113,147 at 4% or $75,431 at 6%; with 100% employer match about $84,860 at 4% or $56,573 at 6%.
2010116$1,317,572$139,807$8,738iApproximate average salary by contribution assumption: employee only about $218,448 at 4% or $145,632 at 6%; with 50% employer match about $145,632 at 4% or $97,088 at 6%; with 100% employer match about $109,224 at 4% or $72,816 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-16$1,317,572$139,807$8,738iApproximate average salary by contribution assumption: employee only about $218,448 at 4% or $145,632 at 6%; with 50% employer match about $145,632 at 4% or $97,088 at 6%; with 100% employer match about $109,224 at 4% or $72,816 at 6%.
2009118$1,070,244$136,941$7,608iApproximate average salary by contribution assumption: employee only about $190,196 at 4% or $126,797 at 6%; with 50% employer match about $126,797 at 4% or $84,531 at 6%; with 100% employer match about $95,098 at 4% or $63,399 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-18$1,070,244$136,941$7,608iApproximate average salary by contribution assumption: employee only about $190,196 at 4% or $126,797 at 6%; with 50% employer match about $126,797 at 4% or $84,531 at 6%; with 100% employer match about $95,098 at 4% or $63,399 at 6%.
2008115$719,138$164,391$10,959iApproximate average salary by contribution assumption: employee only about $273,985 at 4% or $182,657 at 6%; with 50% employer match about $182,657 at 4% or $121,771 at 6%; with 100% employer match about $136,993 at 4% or $91,328 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-15$719,138$164,391$10,959iApproximate average salary by contribution assumption: employee only about $273,985 at 4% or $182,657 at 6%; with 50% employer match about $182,657 at 4% or $121,771 at 6%; with 100% employer match about $136,993 at 4% or $91,328 at 6%.
2007117$0$0-
Applied Finance Group Ltd Profit Sharing Plan-17---
2006114$742,618$153,164$10,940iApproximate average salary by contribution assumption: employee only about $273,507 at 4% or $182,338 at 6%; with 50% employer match about $182,338 at 4% or $121,559 at 6%; with 100% employer match about $136,754 at 4% or $91,169 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-14$742,618$153,164$10,940iApproximate average salary by contribution assumption: employee only about $273,507 at 4% or $182,338 at 6%; with 50% employer match about $182,338 at 4% or $121,559 at 6%; with 100% employer match about $136,754 at 4% or $91,169 at 6%.
2005116$603,892$150,176$9,386iApproximate average salary by contribution assumption: employee only about $234,650 at 4% or $156,433 at 6%; with 50% employer match about $156,433 at 4% or $104,289 at 6%; with 100% employer match about $117,325 at 4% or $78,217 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-16$603,892$150,176$9,386iApproximate average salary by contribution assumption: employee only about $234,650 at 4% or $156,433 at 6%; with 50% employer match about $156,433 at 4% or $104,289 at 6%; with 100% employer match about $117,325 at 4% or $78,217 at 6%.
2004212$573,290$76,701$6,392iApproximate average salary by contribution assumption: employee only about $159,794 at 4% or $106,529 at 6%; with 50% employer match about $106,529 at 4% or $71,019 at 6%; with 100% employer match about $79,897 at 4% or $53,265 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-12$573,290$76,701$6,392iApproximate average salary by contribution assumption: employee only about $159,794 at 4% or $106,529 at 6%; with 50% employer match about $106,529 at 4% or $71,019 at 6%; with 100% employer match about $79,897 at 4% or $53,265 at 6%.
Applied Finance Group Ltd Money Purchase Plan-0---
2003210$469,850$48,748$4,875iApproximate average salary by contribution assumption: employee only about $121,870 at 4% or $81,247 at 6%; with 50% employer match about $81,247 at 4% or $54,164 at 6%; with 100% employer match about $60,935 at 4% or $40,623 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-10$355,854$48,748$4,875iApproximate average salary by contribution assumption: employee only about $121,870 at 4% or $81,247 at 6%; with 50% employer match about $81,247 at 4% or $54,164 at 6%; with 100% employer match about $60,935 at 4% or $40,623 at 6%.
Applied Finance Group Ltd Money Purchase Plan-4$113,996--
200227$319,024$0-
Applied Finance Group Ltd Profit Sharing Plan-7$230,894--
Applied Finance Group Ltd Money Purchase Plan-2$88,130--
200126$315,020$54,896$9,149iApproximate average salary by contribution assumption: employee only about $228,733 at 4% or $152,489 at 6%; with 50% employer match about $152,489 at 4% or $101,659 at 6%; with 100% employer match about $114,367 at 4% or $76,244 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-6$215,443$54,896$9,149iApproximate average salary by contribution assumption: employee only about $228,733 at 4% or $152,489 at 6%; with 50% employer match about $152,489 at 4% or $101,659 at 6%; with 100% employer match about $114,367 at 4% or $76,244 at 6%.
Applied Finance Group Ltd Money Purchase Plan-3$99,577--
2000210$325,015$18,145$1,815iApproximate average salary by contribution assumption: employee only about $45,363 at 4% or $30,242 at 6%; with 50% employer match about $30,242 at 4% or $20,161 at 6%; with 100% employer match about $22,681 at 4% or $15,121 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-10$192,943--
Applied Finance Group Ltd Money Purchase Plan-7$132,072$18,145$2,592iApproximate average salary by contribution assumption: employee only about $64,804 at 4% or $43,202 at 6%; with 50% employer match about $43,202 at 4% or $28,802 at 6%; with 100% employer match about $32,402 at 4% or $21,601 at 6%.
199929$263,978$80,741$8,971iApproximate average salary by contribution assumption: employee only about $224,281 at 4% or $149,520 at 6%; with 50% employer match about $149,520 at 4% or $99,680 at 6%; with 100% employer match about $112,140 at 4% or $74,760 at 6%.
Applied Finance Group Ltd Profit Sharing Plan-9$150,032$43,241$4,805iApproximate average salary by contribution assumption: employee only about $120,114 at 4% or $80,076 at 6%; with 50% employer match about $80,076 at 4% or $53,384 at 6%; with 100% employer match about $60,057 at 4% or $40,038 at 6%.
Applied Finance Group Ltd Money Purchase Plan-3$113,946$37,500$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.