Civic Intelligence

Agemy Financial Services Inc.

Plan context: Afsi 401(K) Plan

EIN 45-4083226 • Guilford, CT • 11 filings • 1 plans

1570 Boston Post RoadSuite 400Guilford, CT 06437
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$566,122

2024 Contributions

$132,791

Historical Graphs

Total Assets Over Time

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

$566,122$283,061$0201420192024YearValue
$566,122Latest year 2024

Participants Over Time

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

840201420192023YearValue
7Latest year 2023

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
202410$566,122$132,791-
Afsi 401(K) Plan-0$566,122$132,791-
202317$414,026$136,787$19,541iApproximate average salary by contribution assumption: employee only about $488,525 at 4% or $325,683 at 6%; with 50% employer match about $325,683 at 4% or $217,122 at 6%; with 100% employer match about $244,263 at 4% or $162,842 at 6%.
Afsi 401(K) Plan-7$414,026$136,787$19,541iApproximate average salary by contribution assumption: employee only about $488,525 at 4% or $325,683 at 6%; with 50% employer match about $325,683 at 4% or $217,122 at 6%; with 100% employer match about $244,263 at 4% or $162,842 at 6%.
202217$277,034$57,307$8,187iApproximate average salary by contribution assumption: employee only about $204,668 at 4% or $136,445 at 6%; with 50% employer match about $136,445 at 4% or $90,963 at 6%; with 100% employer match about $102,334 at 4% or $68,223 at 6%.
Afsi 401(K) Plan-7$277,034$57,307$8,187iApproximate average salary by contribution assumption: employee only about $204,668 at 4% or $136,445 at 6%; with 50% employer match about $136,445 at 4% or $90,963 at 6%; with 100% employer match about $102,334 at 4% or $68,223 at 6%.
202118$261,421$64,604$8,076iApproximate average salary by contribution assumption: employee only about $201,888 at 4% or $134,592 at 6%; with 50% employer match about $134,592 at 4% or $89,728 at 6%; with 100% employer match about $100,944 at 4% or $67,296 at 6%.
Afsi 401(K) Plan-8$261,421$64,604$8,076iApproximate average salary by contribution assumption: employee only about $201,888 at 4% or $134,592 at 6%; with 50% employer match about $134,592 at 4% or $89,728 at 6%; with 100% employer match about $100,944 at 4% or $67,296 at 6%.
202018$232,219$68,933$8,617iApproximate average salary by contribution assumption: employee only about $215,416 at 4% or $143,610 at 6%; with 50% employer match about $143,610 at 4% or $95,740 at 6%; with 100% employer match about $107,708 at 4% or $71,805 at 6%.
Afsi 401(K) Plan-8$232,219$68,933$8,617iApproximate average salary by contribution assumption: employee only about $215,416 at 4% or $143,610 at 6%; with 50% employer match about $143,610 at 4% or $95,740 at 6%; with 100% employer match about $107,708 at 4% or $71,805 at 6%.
201915$225,420$67,583$13,517iApproximate average salary by contribution assumption: employee only about $337,915 at 4% or $225,277 at 6%; with 50% employer match about $225,277 at 4% or $150,184 at 6%; with 100% employer match about $168,958 at 4% or $112,638 at 6%.
Afsi 401(K) Plan-5$225,420$67,583$13,517iApproximate average salary by contribution assumption: employee only about $337,915 at 4% or $225,277 at 6%; with 50% employer match about $225,277 at 4% or $150,184 at 6%; with 100% employer match about $168,958 at 4% or $112,638 at 6%.
201815$328,872$67,603$13,521iApproximate average salary by contribution assumption: employee only about $338,015 at 4% or $225,343 at 6%; with 50% employer match about $225,343 at 4% or $150,229 at 6%; with 100% employer match about $169,008 at 4% or $112,672 at 6%.
Afsi 401(K) Plan-5$328,872$67,603$13,521iApproximate average salary by contribution assumption: employee only about $338,015 at 4% or $225,343 at 6%; with 50% employer match about $225,343 at 4% or $150,229 at 6%; with 100% employer match about $169,008 at 4% or $112,672 at 6%.
201715$250,126$69,379$13,876iApproximate average salary by contribution assumption: employee only about $346,895 at 4% or $231,263 at 6%; with 50% employer match about $231,263 at 4% or $154,176 at 6%; with 100% employer match about $173,448 at 4% or $115,632 at 6%.
Afsi 401(K) Plan-5$250,126$69,379$13,876iApproximate average salary by contribution assumption: employee only about $346,895 at 4% or $231,263 at 6%; with 50% employer match about $231,263 at 4% or $154,176 at 6%; with 100% employer match about $173,448 at 4% or $115,632 at 6%.
201615$178,812$95,778$19,156iApproximate average salary by contribution assumption: employee only about $478,890 at 4% or $319,260 at 6%; with 50% employer match about $319,260 at 4% or $212,840 at 6%; with 100% employer match about $239,445 at 4% or $159,630 at 6%.
Afsi 401(K) Plan-5$178,812$95,778$19,156iApproximate average salary by contribution assumption: employee only about $478,890 at 4% or $319,260 at 6%; with 50% employer match about $319,260 at 4% or $212,840 at 6%; with 100% employer match about $239,445 at 4% or $159,630 at 6%.
201515$81,911$53,656$10,731iApproximate average salary by contribution assumption: employee only about $268,280 at 4% or $178,853 at 6%; with 50% employer match about $178,853 at 4% or $119,236 at 6%; with 100% employer match about $134,140 at 4% or $89,427 at 6%.
Afsi 401(K) Plan-5$81,911$53,656$10,731iApproximate average salary by contribution assumption: employee only about $268,280 at 4% or $178,853 at 6%; with 50% employer match about $178,853 at 4% or $119,236 at 6%; with 100% employer match about $134,140 at 4% or $89,427 at 6%.
201414$27,936$27,921$6,980iApproximate average salary by contribution assumption: employee only about $174,506 at 4% or $116,338 at 6%; with 50% employer match about $116,338 at 4% or $77,558 at 6%; with 100% employer match about $87,253 at 4% or $58,169 at 6%.
Afsi 401(K) Plan-4$27,936$27,921$6,980iApproximate average salary by contribution assumption: employee only about $174,506 at 4% or $116,338 at 6%; with 50% employer match about $116,338 at 4% or $77,558 at 6%; with 100% employer match about $87,253 at 4% or $58,169 at 6%.