Civic Intelligence

Affiance Financial LLC

Plan context: Affiance Financial LLC Profit Sharing Plan and Trust

EIN 41-1991971 • St Louis Park, MN • 9 filings • 1 plans

600 Highway 169 S, Ste 1750St Louis Park, MN 55426-1205
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$13,198,638

2024 Contributions

$532,838

Historical Graphs

Total Assets Over Time

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

$13,198,638$6,599,319$0201620202024YearValue
$13,198,638Latest year 2024

Participants Over Time

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

25130201620202024YearValue
22Latest 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
2024122$13,198,638$532,838$24,220iApproximate average salary by contribution assumption: employee only about $605,498 at 4% or $403,665 at 6%; with 50% employer match about $403,665 at 4% or $269,110 at 6%; with 100% employer match about $302,749 at 4% or $201,833 at 6%.
Affiance Financial LLC Profit Sharing Plan and Trust-22$13,198,638$532,838$24,220iApproximate average salary by contribution assumption: employee only about $605,498 at 4% or $403,665 at 6%; with 50% employer match about $403,665 at 4% or $269,110 at 6%; with 100% employer match about $302,749 at 4% or $201,833 at 6%.
2023122$11,284,311$542,879$24,676iApproximate average salary by contribution assumption: employee only about $616,908 at 4% or $411,272 at 6%; with 50% employer match about $411,272 at 4% or $274,181 at 6%; with 100% employer match about $308,454 at 4% or $205,636 at 6%.
Affiance Financial LLC Profit Sharing Plan and Trust-22$11,284,311$542,879$24,676iApproximate average salary by contribution assumption: employee only about $616,908 at 4% or $411,272 at 6%; with 50% employer match about $411,272 at 4% or $274,181 at 6%; with 100% employer match about $308,454 at 4% or $205,636 at 6%.
2022121$9,440,232$570,154$27,150iApproximate average salary by contribution assumption: employee only about $678,755 at 4% or $452,503 at 6%; with 50% employer match about $452,503 at 4% or $301,669 at 6%; with 100% employer match about $339,377 at 4% or $226,252 at 6%.
Affiance Financial LLC Profit Sharing Plan and Trust-21$9,440,232$570,154$27,150iApproximate average salary by contribution assumption: employee only about $678,755 at 4% or $452,503 at 6%; with 50% employer match about $452,503 at 4% or $301,669 at 6%; with 100% employer match about $339,377 at 4% or $226,252 at 6%.
2021125$10,760,751$552,271$22,091iApproximate average salary by contribution assumption: employee only about $552,271 at 4% or $368,181 at 6%; with 50% employer match about $368,181 at 4% or $245,454 at 6%; with 100% employer match about $276,136 at 4% or $184,090 at 6%.
Affiance Financial LLC Profit Sharing Plan and Trust-25$10,760,751$552,271$22,091iApproximate average salary by contribution assumption: employee only about $552,271 at 4% or $368,181 at 6%; with 50% employer match about $368,181 at 4% or $245,454 at 6%; with 100% employer match about $276,136 at 4% or $184,090 at 6%.
2020120$12,063,386$583,502$29,175iApproximate average salary by contribution assumption: employee only about $729,378 at 4% or $486,252 at 6%; with 50% employer match about $486,252 at 4% or $324,168 at 6%; with 100% employer match about $364,689 at 4% or $243,126 at 6%.
Affiance Financial LLC Profit Sharing Plan and Trust-20$12,063,386$583,502$29,175iApproximate average salary by contribution assumption: employee only about $729,378 at 4% or $486,252 at 6%; with 50% employer match about $486,252 at 4% or $324,168 at 6%; with 100% employer match about $364,689 at 4% or $243,126 at 6%.
2019122$10,279,678$534,048$24,275iApproximate average salary by contribution assumption: employee only about $606,873 at 4% or $404,582 at 6%; with 50% employer match about $404,582 at 4% or $269,721 at 6%; with 100% employer match about $303,436 at 4% or $202,291 at 6%.
Affiance Financial LLC Profit Sharing Plan and Trust-22$10,279,678$534,048$24,275iApproximate average salary by contribution assumption: employee only about $606,873 at 4% or $404,582 at 6%; with 50% employer match about $404,582 at 4% or $269,721 at 6%; with 100% employer match about $303,436 at 4% or $202,291 at 6%.
2018121$8,107,315$637,718$30,368iApproximate average salary by contribution assumption: employee only about $759,188 at 4% or $506,125 at 6%; with 50% employer match about $506,125 at 4% or $337,417 at 6%; with 100% employer match about $379,594 at 4% or $253,063 at 6%.
Affiance Financial LLC Profit Sharing Plan and Trust-21$8,107,315$637,718$30,368iApproximate average salary by contribution assumption: employee only about $759,188 at 4% or $506,125 at 6%; with 50% employer match about $506,125 at 4% or $337,417 at 6%; with 100% employer match about $379,594 at 4% or $253,063 at 6%.
2017119$8,009,218$934,412$49,180iApproximate average salary by contribution assumption: employee only about $1,229,489 at 4% or $819,660 at 6%; with 50% employer match about $819,660 at 4% or $546,440 at 6%; with 100% employer match about $614,745 at 4% or $409,830 at 6%.
Affiance Financial LLC Profit Sharing Plan and Trust-19$8,009,218$934,412$49,180iApproximate average salary by contribution assumption: employee only about $1,229,489 at 4% or $819,660 at 6%; with 50% employer match about $819,660 at 4% or $546,440 at 6%; with 100% employer match about $614,745 at 4% or $409,830 at 6%.
2016122$6,289,648$368,402$16,746iApproximate average salary by contribution assumption: employee only about $418,639 at 4% or $279,092 at 6%; with 50% employer match about $279,092 at 4% or $186,062 at 6%; with 100% employer match about $209,319 at 4% or $139,546 at 6%.
Affiance Financial LLC Profit Sharing Plan and Trust-22$6,289,648$368,402$16,746iApproximate average salary by contribution assumption: employee only about $418,639 at 4% or $279,092 at 6%; with 50% employer match about $279,092 at 4% or $186,062 at 6%; with 100% employer match about $209,319 at 4% or $139,546 at 6%.