Civic Intelligence

Associated Group Fund Management LLC

Plan context: Associated Group Fund Management LLC 401(K) Plan

EIN 51-0403923 • Bala Cynwyd, PA • 10 filings • 4 plans

3 Bala Plaza EastSuite 502Bala Cynwyd, PA 19004
Current Snapshot

Latest Year

2013

2013 Participants

21

2013 Assets

$3,122,396

2013 Contributions

$5,318

Historical Graphs

Total Assets Over Time

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

$3,368,844$1,684,422$0200320072011YearValue
$3,122,396Latest year 2011

Participants Over Time

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

29150200320072011YearValue
21Latest year 2011

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
201310$0$5,318-
Associated Group Fund Management LLC 401(K) Plan-0$0$5,318-
2011121$3,122,396$253,612$12,077iApproximate average salary by contribution assumption: employee only about $301,919 at 4% or $201,279 at 6%; with 50% employer match about $201,279 at 4% or $134,186 at 6%; with 100% employer match about $150,960 at 4% or $100,640 at 6%.
Associated Group Fund Management LLC 401(K) Plan-21$3,122,396$253,612$12,077iApproximate average salary by contribution assumption: employee only about $301,919 at 4% or $201,279 at 6%; with 50% employer match about $201,279 at 4% or $134,186 at 6%; with 100% employer match about $150,960 at 4% or $100,640 at 6%.
2010123$3,368,844$244,188$10,617iApproximate average salary by contribution assumption: employee only about $265,422 at 4% or $176,948 at 6%; with 50% employer match about $176,948 at 4% or $117,965 at 6%; with 100% employer match about $132,711 at 4% or $88,474 at 6%.
Associated Group Fund Management LLC 401(K) Plan-23$3,368,844$244,188$10,617iApproximate average salary by contribution assumption: employee only about $265,422 at 4% or $176,948 at 6%; with 50% employer match about $176,948 at 4% or $117,965 at 6%; with 100% employer match about $132,711 at 4% or $88,474 at 6%.
2009124$2,644,956$277,937$11,581iApproximate average salary by contribution assumption: employee only about $289,518 at 4% or $193,012 at 6%; with 50% employer match about $193,012 at 4% or $128,675 at 6%; with 100% employer match about $144,759 at 4% or $96,506 at 6%.
Associated Group Fund Management LLC 401(K) Plan-24$2,644,956$277,937$11,581iApproximate average salary by contribution assumption: employee only about $289,518 at 4% or $193,012 at 6%; with 50% employer match about $193,012 at 4% or $128,675 at 6%; with 100% employer match about $144,759 at 4% or $96,506 at 6%.
2008127$1,860,460$301,625$11,171iApproximate average salary by contribution assumption: employee only about $279,282 at 4% or $186,188 at 6%; with 50% employer match about $186,188 at 4% or $124,126 at 6%; with 100% employer match about $139,641 at 4% or $93,094 at 6%.
Associated Group Fund Management LLC 401(K) Plan-27$1,860,460$301,625$11,171iApproximate average salary by contribution assumption: employee only about $279,282 at 4% or $186,188 at 6%; with 50% employer match about $186,188 at 4% or $124,126 at 6%; with 100% employer match about $139,641 at 4% or $93,094 at 6%.
2007129$2,960,781$294,496$10,155iApproximate average salary by contribution assumption: employee only about $253,876 at 4% or $169,251 at 6%; with 50% employer match about $169,251 at 4% or $112,834 at 6%; with 100% employer match about $126,938 at 4% or $84,625 at 6%.
Associated Group Fund Management LLC 401(K) Plan-29$2,960,781$294,496$10,155iApproximate average salary by contribution assumption: employee only about $253,876 at 4% or $169,251 at 6%; with 50% employer match about $169,251 at 4% or $112,834 at 6%; with 100% employer match about $126,938 at 4% or $84,625 at 6%.
2006126$2,446,077$247,534$9,521iApproximate average salary by contribution assumption: employee only about $238,013 at 4% or $158,676 at 6%; with 50% employer match about $158,676 at 4% or $105,784 at 6%; with 100% employer match about $119,007 at 4% or $79,338 at 6%.
Associated Group Fund Management LLC 401(K) Plan-26$2,446,077$247,534$9,521iApproximate average salary by contribution assumption: employee only about $238,013 at 4% or $158,676 at 6%; with 50% employer match about $158,676 at 4% or $105,784 at 6%; with 100% employer match about $119,007 at 4% or $79,338 at 6%.
2005127$1,890,461$235,678$8,729iApproximate average salary by contribution assumption: employee only about $218,220 at 4% or $145,480 at 6%; with 50% employer match about $145,480 at 4% or $96,987 at 6%; with 100% employer match about $109,110 at 4% or $72,740 at 6%.
Associated Group Fund Management LLC 401(K) Plan-27$1,890,461$235,678$8,729iApproximate average salary by contribution assumption: employee only about $218,220 at 4% or $145,480 at 6%; with 50% employer match about $145,480 at 4% or $96,987 at 6%; with 100% employer match about $109,110 at 4% or $72,740 at 6%.
2004124$1,621,292$239,509$9,980iApproximate average salary by contribution assumption: employee only about $249,489 at 4% or $166,326 at 6%; with 50% employer match about $166,326 at 4% or $110,884 at 6%; with 100% employer match about $124,744 at 4% or $83,163 at 6%.
Associated Group Fund Management LLC 401(K) Plan-24$1,621,292$239,509$9,980iApproximate average salary by contribution assumption: employee only about $249,489 at 4% or $166,326 at 6%; with 50% employer match about $166,326 at 4% or $110,884 at 6%; with 100% employer match about $124,744 at 4% or $83,163 at 6%.
2003124$1,283,357$210,873$8,786iApproximate average salary by contribution assumption: employee only about $219,659 at 4% or $146,440 at 6%; with 50% employer match about $146,440 at 4% or $97,626 at 6%; with 100% employer match about $109,830 at 4% or $73,220 at 6%.
Associated Group Fund Management LLC 401(K) Plan-24$1,283,357$210,873$8,786iApproximate average salary by contribution assumption: employee only about $219,659 at 4% or $146,440 at 6%; with 50% employer match about $146,440 at 4% or $97,626 at 6%; with 100% employer match about $109,830 at 4% or $73,220 at 6%.