Civic Intelligence

Apfs Wealth Management Inc.

Plan context: Apfs Wealth Management Inc. Retirement Plan

EIN 45-2656077 • Rochester, NY • 14 filings • 5 plans

350 Linden OakSuite 140Rochester, NY 14625
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$2,755,200

2024 Contributions

$312,999

Historical Graphs

Total Assets Over Time

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

$2,755,200$1,377,600$0201220182024YearValue
$2,755,200Latest year 2024

Participants Over Time

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

29150201220192024YearValue
28Latest 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
2024128$2,755,200$312,999$11,179iApproximate average salary by contribution assumption: employee only about $279,463 at 4% or $186,309 at 6%; with 50% employer match about $186,309 at 4% or $124,206 at 6%; with 100% employer match about $139,732 at 4% or $93,154 at 6%.
Apfs Wealth Management Inc. Retirement Plan-28$2,755,200$312,999$11,179iApproximate average salary by contribution assumption: employee only about $279,463 at 4% or $186,309 at 6%; with 50% employer match about $186,309 at 4% or $124,206 at 6%; with 100% employer match about $139,732 at 4% or $93,154 at 6%.
2023126$2,077,387$290,663$11,179iApproximate average salary by contribution assumption: employee only about $279,484 at 4% or $186,322 at 6%; with 50% employer match about $186,322 at 4% or $124,215 at 6%; with 100% employer match about $139,742 at 4% or $93,161 at 6%.
Apfs Wealth Management Inc. Retirement Plan-26$2,077,387$290,663$11,179iApproximate average salary by contribution assumption: employee only about $279,484 at 4% or $186,322 at 6%; with 50% employer match about $186,322 at 4% or $124,215 at 6%; with 100% employer match about $139,742 at 4% or $93,161 at 6%.
2022129$1,592,403$296,815$10,235iApproximate average salary by contribution assumption: employee only about $255,875 at 4% or $170,583 at 6%; with 50% employer match about $170,583 at 4% or $113,722 at 6%; with 100% employer match about $127,938 at 4% or $85,292 at 6%.
Apfs Wealth Management Inc. Retirement Plan-29$1,592,403$296,815$10,235iApproximate average salary by contribution assumption: employee only about $255,875 at 4% or $170,583 at 6%; with 50% employer match about $170,583 at 4% or $113,722 at 6%; with 100% employer match about $127,938 at 4% or $85,292 at 6%.
2021129$2,262,761$442,306$15,252iApproximate average salary by contribution assumption: employee only about $381,298 at 4% or $254,199 at 6%; with 50% employer match about $254,199 at 4% or $169,466 at 6%; with 100% employer match about $190,649 at 4% or $127,099 at 6%.
Apfs Wealth Management Inc. Retirement Plan-29$2,262,761$442,306$15,252iApproximate average salary by contribution assumption: employee only about $381,298 at 4% or $254,199 at 6%; with 50% employer match about $254,199 at 4% or $169,466 at 6%; with 100% employer match about $190,649 at 4% or $127,099 at 6%.
2020127$1,579,341$246,904$9,145iApproximate average salary by contribution assumption: employee only about $228,615 at 4% or $152,410 at 6%; with 50% employer match about $152,410 at 4% or $101,607 at 6%; with 100% employer match about $114,307 at 4% or $76,205 at 6%.
Apfs Wealth Management Inc. Retirement Plan-27$1,579,341$246,904$9,145iApproximate average salary by contribution assumption: employee only about $228,615 at 4% or $152,410 at 6%; with 50% employer match about $152,410 at 4% or $101,607 at 6%; with 100% employer match about $114,307 at 4% or $76,205 at 6%.
2019124$1,161,814$281,679$11,737iApproximate average salary by contribution assumption: employee only about $293,416 at 4% or $195,610 at 6%; with 50% employer match about $195,610 at 4% or $130,407 at 6%; with 100% employer match about $146,708 at 4% or $97,805 at 6%.
Apfs Wealth Management Inc. Retirement Plan-24$1,161,814$281,679$11,737iApproximate average salary by contribution assumption: employee only about $293,416 at 4% or $195,610 at 6%; with 50% employer match about $195,610 at 4% or $130,407 at 6%; with 100% employer match about $146,708 at 4% or $97,805 at 6%.
201820$788,032$189,129-
Apfs Wealth Management Inc. Retirement Plan-0$788,032$72,506-
Etf Advisor K Mep Plan-0$0$116,623-
2017124$737,221$165,403$6,892iApproximate average salary by contribution assumption: employee only about $172,295 at 4% or $114,863 at 6%; with 50% employer match about $114,863 at 4% or $76,575 at 6%; with 100% employer match about $86,147 at 4% or $57,432 at 6%.
Etf Advisor K Mep Plan-24$737,221$165,403$6,892iApproximate average salary by contribution assumption: employee only about $172,295 at 4% or $114,863 at 6%; with 50% employer match about $114,863 at 4% or $76,575 at 6%; with 100% employer match about $86,147 at 4% or $57,432 at 6%.
2016122$484,728$145,269$6,603iApproximate average salary by contribution assumption: employee only about $165,078 at 4% or $110,052 at 6%; with 50% employer match about $110,052 at 4% or $73,368 at 6%; with 100% employer match about $82,539 at 4% or $55,026 at 6%.
Etf Advisor K Mep Plan-22$484,728$145,269$6,603iApproximate average salary by contribution assumption: employee only about $165,078 at 4% or $110,052 at 6%; with 50% employer match about $110,052 at 4% or $73,368 at 6%; with 100% employer match about $82,539 at 4% or $55,026 at 6%.
2015123$436,012$101,122$4,397iApproximate average salary by contribution assumption: employee only about $109,915 at 4% or $73,277 at 6%; with 50% employer match about $73,277 at 4% or $48,851 at 6%; with 100% employer match about $54,958 at 4% or $36,638 at 6%.
Etf Advisor K Mep Plan-23$436,012$101,122$4,397iApproximate average salary by contribution assumption: employee only about $109,915 at 4% or $73,277 at 6%; with 50% employer match about $73,277 at 4% or $48,851 at 6%; with 100% employer match about $54,958 at 4% or $36,638 at 6%.
2014114$344,550$104,919$7,494iApproximate average salary by contribution assumption: employee only about $187,355 at 4% or $124,904 at 6%; with 50% employer match about $124,904 at 4% or $83,269 at 6%; with 100% employer match about $93,678 at 4% or $62,452 at 6%.
Apfs Wealth Management Inc. Retirement Plan-14$344,550$104,919$7,494iApproximate average salary by contribution assumption: employee only about $187,355 at 4% or $124,904 at 6%; with 50% employer match about $124,904 at 4% or $83,269 at 6%; with 100% employer match about $93,678 at 4% or $62,452 at 6%.
201319$237,806$62,091$6,899iApproximate average salary by contribution assumption: employee only about $172,475 at 4% or $114,983 at 6%; with 50% employer match about $114,983 at 4% or $76,656 at 6%; with 100% employer match about $86,238 at 4% or $57,492 at 6%.
Apfs Wealth Management Inc. Retirement Plan-9$237,806$62,091$6,899iApproximate average salary by contribution assumption: employee only about $172,475 at 4% or $114,983 at 6%; with 50% employer match about $114,983 at 4% or $76,656 at 6%; with 100% employer match about $86,238 at 4% or $57,492 at 6%.
201215$65,262$60,625$12,125iApproximate average salary by contribution assumption: employee only about $303,125 at 4% or $202,083 at 6%; with 50% employer match about $202,083 at 4% or $134,722 at 6%; with 100% employer match about $151,563 at 4% or $101,042 at 6%.
Apfs Wealth Management Inc. Retirement Plan-5$65,262$60,625$12,125iApproximate average salary by contribution assumption: employee only about $303,125 at 4% or $202,083 at 6%; with 50% employer match about $202,083 at 4% or $134,722 at 6%; with 100% employer match about $151,563 at 4% or $101,042 at 6%.