Association for Financial Professionals
Plan context: Association for Financial Professionals Supplemental Retirement Plan
EIN 58-1424769 • Rockville, MD • 34 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
85
2024 Assets
$23,797,043
2024 Contributions
$1,531,329
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 85 | $23,797,043 | $1,531,329 | $18,016iApproximate average salary by contribution assumption: employee only about $450,391 at 4% or $300,261 at 6%; with 50% employer match about $300,261 at 4% or $200,174 at 6%; with 100% employer match about $225,195 at 4% or $150,130 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 85 | $23,797,043 | $1,531,329 | $18,016iApproximate average salary by contribution assumption: employee only about $450,391 at 4% or $300,261 at 6%; with 50% employer match about $300,261 at 4% or $200,174 at 6%; with 100% employer match about $225,195 at 4% or $150,130 at 6%. |
| 2023 | 1 | 0 | $22,193,679 | $1,538,791 | - |
| Association for Financial Professionals Supplemental Retirement Plan | - | 0 | $22,193,679 | $1,538,791 | - |
| 2022 | 1 | 87 | $19,584,979 | $1,537,945 | $17,678iApproximate average salary by contribution assumption: employee only about $441,938 at 4% or $294,625 at 6%; with 50% employer match about $294,625 at 4% or $196,417 at 6%; with 100% employer match about $220,969 at 4% or $147,313 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 87 | $19,584,979 | $1,537,945 | $17,678iApproximate average salary by contribution assumption: employee only about $441,938 at 4% or $294,625 at 6%; with 50% employer match about $294,625 at 4% or $196,417 at 6%; with 100% employer match about $220,969 at 4% or $147,313 at 6%. |
| 2021 | 1 | 86 | $16,478,586 | $1,200,641 | $13,961iApproximate average salary by contribution assumption: employee only about $349,024 at 4% or $232,682 at 6%; with 50% employer match about $232,682 at 4% or $155,122 at 6%; with 100% employer match about $174,512 at 4% or $116,341 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 86 | $16,478,586 | $1,200,641 | $13,961iApproximate average salary by contribution assumption: employee only about $349,024 at 4% or $232,682 at 6%; with 50% employer match about $232,682 at 4% or $155,122 at 6%; with 100% employer match about $174,512 at 4% or $116,341 at 6%. |
| 2020 | 1 | 84 | $18,830,499 | $912,460 | $10,863iApproximate average salary by contribution assumption: employee only about $271,565 at 4% or $181,044 at 6%; with 50% employer match about $181,044 at 4% or $120,696 at 6%; with 100% employer match about $135,783 at 4% or $90,522 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 84 | $18,830,499 | $912,460 | $10,863iApproximate average salary by contribution assumption: employee only about $271,565 at 4% or $181,044 at 6%; with 50% employer match about $181,044 at 4% or $120,696 at 6%; with 100% employer match about $135,783 at 4% or $90,522 at 6%. |
| 2019 | 1 | 95 | $14,548,230 | $1,468,654 | $15,460iApproximate average salary by contribution assumption: employee only about $386,488 at 4% or $257,659 at 6%; with 50% employer match about $257,659 at 4% or $171,772 at 6%; with 100% employer match about $193,244 at 4% or $128,829 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 95 | $14,548,230 | $1,468,654 | $15,460iApproximate average salary by contribution assumption: employee only about $386,488 at 4% or $257,659 at 6%; with 50% employer match about $257,659 at 4% or $171,772 at 6%; with 100% employer match about $193,244 at 4% or $128,829 at 6%. |
| 2018 | 1 | 97 | $15,527,103 | $1,658,325 | $17,096iApproximate average salary by contribution assumption: employee only about $427,403 at 4% or $284,936 at 6%; with 50% employer match about $284,936 at 4% or $189,957 at 6%; with 100% employer match about $213,702 at 4% or $142,468 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 97 | $15,527,103 | $1,658,325 | $17,096iApproximate average salary by contribution assumption: employee only about $427,403 at 4% or $284,936 at 6%; with 50% employer match about $284,936 at 4% or $189,957 at 6%; with 100% employer match about $213,702 at 4% or $142,468 at 6%. |
| 2017 | 1 | 90 | $13,736,610 | $958,805 | $10,653iApproximate average salary by contribution assumption: employee only about $266,335 at 4% or $177,556 at 6%; with 50% employer match about $177,556 at 4% or $118,371 at 6%; with 100% employer match about $133,167 at 4% or $88,778 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 90 | $13,736,610 | $958,805 | $10,653iApproximate average salary by contribution assumption: employee only about $266,335 at 4% or $177,556 at 6%; with 50% employer match about $177,556 at 4% or $118,371 at 6%; with 100% employer match about $133,167 at 4% or $88,778 at 6%. |
| 2016 | 1 | 88 | $12,680,677 | $1,182,977 | $13,443iApproximate average salary by contribution assumption: employee only about $336,073 at 4% or $224,049 at 6%; with 50% employer match about $224,049 at 4% or $149,366 at 6%; with 100% employer match about $168,037 at 4% or $112,024 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 88 | $12,680,677 | $1,182,977 | $13,443iApproximate average salary by contribution assumption: employee only about $336,073 at 4% or $224,049 at 6%; with 50% employer match about $224,049 at 4% or $149,366 at 6%; with 100% employer match about $168,037 at 4% or $112,024 at 6%. |
| 2015 | 1 | 92 | $11,021,294 | $987,216 | $10,731iApproximate average salary by contribution assumption: employee only about $268,265 at 4% or $178,843 at 6%; with 50% employer match about $178,843 at 4% or $119,229 at 6%; with 100% employer match about $134,133 at 4% or $89,422 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 92 | $11,021,294 | $987,216 | $10,731iApproximate average salary by contribution assumption: employee only about $268,265 at 4% or $178,843 at 6%; with 50% employer match about $178,843 at 4% or $119,229 at 6%; with 100% employer match about $134,133 at 4% or $89,422 at 6%. |
| 2014 | 1 | 92 | $11,043,446 | $1,538,937 | $16,728iApproximate average salary by contribution assumption: employee only about $418,189 at 4% or $278,793 at 6%; with 50% employer match about $278,793 at 4% or $185,862 at 6%; with 100% employer match about $209,095 at 4% or $139,396 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 92 | $11,043,446 | $1,538,937 | $16,728iApproximate average salary by contribution assumption: employee only about $418,189 at 4% or $278,793 at 6%; with 50% employer match about $278,793 at 4% or $185,862 at 6%; with 100% employer match about $209,095 at 4% or $139,396 at 6%. |
| 2013 | 1 | 3 | $11,040,617 | $1,406,570 | $468,857iApproximate average salary by contribution assumption: employee only about $11,721,417 at 4% or $7,814,278 at 6%; with 50% employer match about $7,814,278 at 4% or $5,209,519 at 6%; with 100% employer match about $5,860,708 at 4% or $3,907,139 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 3 | $11,040,617 | $1,406,570 | $468,857iApproximate average salary by contribution assumption: employee only about $11,721,417 at 4% or $7,814,278 at 6%; with 50% employer match about $7,814,278 at 4% or $5,209,519 at 6%; with 100% employer match about $5,860,708 at 4% or $3,907,139 at 6%. |
| 2012 | 1 | 70 | $9,463,881 | $1,193,001 | $17,043iApproximate average salary by contribution assumption: employee only about $426,072 at 4% or $284,048 at 6%; with 50% employer match about $284,048 at 4% or $189,365 at 6%; with 100% employer match about $213,036 at 4% or $142,024 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 70 | $9,463,881 | $1,193,001 | $17,043iApproximate average salary by contribution assumption: employee only about $426,072 at 4% or $284,048 at 6%; with 50% employer match about $284,048 at 4% or $189,365 at 6%; with 100% employer match about $213,036 at 4% or $142,024 at 6%. |
| 2011 | 1 | 69 | $7,800,022 | $1,238,732 | $17,953iApproximate average salary by contribution assumption: employee only about $448,816 at 4% or $299,211 at 6%; with 50% employer match about $299,211 at 4% or $199,474 at 6%; with 100% employer match about $224,408 at 4% or $149,605 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 69 | $7,800,022 | $1,238,732 | $17,953iApproximate average salary by contribution assumption: employee only about $448,816 at 4% or $299,211 at 6%; with 50% employer match about $299,211 at 4% or $199,474 at 6%; with 100% employer match about $224,408 at 4% or $149,605 at 6%. |
| 2010 | 1 | 65 | $6,952,316 | $884,909 | $13,614iApproximate average salary by contribution assumption: employee only about $340,350 at 4% or $226,900 at 6%; with 50% employer match about $226,900 at 4% or $151,266 at 6%; with 100% employer match about $170,175 at 4% or $113,450 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 65 | $6,952,316 | $884,909 | $13,614iApproximate average salary by contribution assumption: employee only about $340,350 at 4% or $226,900 at 6%; with 50% employer match about $226,900 at 4% or $151,266 at 6%; with 100% employer match about $170,175 at 4% or $113,450 at 6%. |
| 2009 | 1 | 63 | $6,175,286 | $438,688 | $6,963iApproximate average salary by contribution assumption: employee only about $174,083 at 4% or $116,055 at 6%; with 50% employer match about $116,055 at 4% or $77,370 at 6%; with 100% employer match about $87,041 at 4% or $58,028 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 63 | $6,175,286 | $438,688 | $6,963iApproximate average salary by contribution assumption: employee only about $174,083 at 4% or $116,055 at 6%; with 50% employer match about $116,055 at 4% or $77,370 at 6%; with 100% employer match about $87,041 at 4% or $58,028 at 6%. |
| 2008 | 1 | 62 | $0 | $0 | - |
| Association for Financial Professionals Supplemental Retirement Plan | - | 62 | - | - | - |
| 2007 | 1 | 73 | $0 | $0 | - |
| Association for Financial Professionals Supplemental Retirement Plan | - | 73 | - | - | - |
| 2006 | 2 | 71 | $5,525,475 | $1,154,126 | $16,255iApproximate average salary by contribution assumption: employee only about $406,382 at 4% or $270,922 at 6%; with 50% employer match about $270,922 at 4% or $180,614 at 6%; with 100% employer match about $203,191 at 4% or $135,461 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 71 | $5,525,475 | $805,466 | $11,345iApproximate average salary by contribution assumption: employee only about $283,615 at 4% or $189,077 at 6%; with 50% employer match about $189,077 at 4% or $126,051 at 6%; with 100% employer match about $141,807 at 4% or $94,538 at 6%. |
| Association for Financial Professionals Retirement Plan | - | 0 | - | $348,660 | - |
| 2005 | 2 | 61 | $3,862,495 | $717,962 | $11,770iApproximate average salary by contribution assumption: employee only about $294,247 at 4% or $196,164 at 6%; with 50% employer match about $196,164 at 4% or $130,776 at 6%; with 100% employer match about $147,123 at 4% or $98,082 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 61 | $2,123,409 | $410,062 | $6,722iApproximate average salary by contribution assumption: employee only about $168,058 at 4% or $112,039 at 6%; with 50% employer match about $112,039 at 4% or $74,693 at 6%; with 100% employer match about $84,029 at 4% or $56,019 at 6%. |
| Association for Financial Professionals Retirement Plan | - | 45 | $1,739,086 | $307,900 | $6,842iApproximate average salary by contribution assumption: employee only about $171,056 at 4% or $114,037 at 6%; with 50% employer match about $114,037 at 4% or $76,025 at 6%; with 100% employer match about $85,528 at 4% or $57,019 at 6%. |
| 2004 | 2 | 56 | $3,149,889 | $564,877 | $10,087iApproximate average salary by contribution assumption: employee only about $252,177 at 4% or $168,118 at 6%; with 50% employer match about $168,118 at 4% or $112,079 at 6%; with 100% employer match about $126,089 at 4% or $84,059 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 50 | $1,659,718 | $315,438 | $6,309iApproximate average salary by contribution assumption: employee only about $157,719 at 4% or $105,146 at 6%; with 50% employer match about $105,146 at 4% or $70,097 at 6%; with 100% employer match about $78,860 at 4% or $52,573 at 6%. |
| Association for Financial Professionals Retirement Plan | - | 56 | $1,490,171 | $249,439 | $4,454iApproximate average salary by contribution assumption: employee only about $111,357 at 4% or $74,238 at 6%; with 50% employer match about $74,238 at 4% or $49,492 at 6%; with 100% employer match about $55,678 at 4% or $37,119 at 6%. |
| 2003 | 2 | 50 | $1,198,650 | $223,958 | $4,479iApproximate average salary by contribution assumption: employee only about $111,979 at 4% or $74,653 at 6%; with 50% employer match about $74,653 at 4% or $49,768 at 6%; with 100% employer match about $55,990 at 4% or $37,326 at 6%. |
| Association for Financial Professionals Retirement Plan | - | 49 | $1,198,650 | $223,958 | $4,571iApproximate average salary by contribution assumption: employee only about $114,264 at 4% or $76,176 at 6%; with 50% employer match about $76,176 at 4% or $50,784 at 6%; with 100% employer match about $57,132 at 4% or $38,088 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 50 | - | - | - |
| 2002 | 2 | 54 | $1,016,793 | $258,154 | $4,781iApproximate average salary by contribution assumption: employee only about $119,516 at 4% or $79,677 at 6%; with 50% employer match about $79,677 at 4% or $53,118 at 6%; with 100% employer match about $59,758 at 4% or $39,839 at 6%. |
| Association for Financial Professionals Retirement Plan | - | 46 | $1,016,793 | $258,154 | $5,612iApproximate average salary by contribution assumption: employee only about $140,301 at 4% or $93,534 at 6%; with 50% employer match about $93,534 at 4% or $62,356 at 6%; with 100% employer match about $70,151 at 4% or $46,767 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 54 | - | - | - |
| 2001 | 2 | 59 | $0 | $0 | - |
| Association for Financial Professionals Retirement Plan | - | 59 | - | - | - |
| Association for Financial Professionals Supplemental Retirement Plan | - | 50 | - | - | - |
| 2000 | 2 | 56 | $1,011,812 | $198,209 | $3,539iApproximate average salary by contribution assumption: employee only about $88,486 at 4% or $58,991 at 6%; with 50% employer match about $58,991 at 4% or $39,327 at 6%; with 100% employer match about $44,243 at 4% or $29,495 at 6%. |
| Association for Financial Professionals Retirement Plan | - | 48 | $1,011,812 | $198,209 | $4,129iApproximate average salary by contribution assumption: employee only about $103,234 at 4% or $68,823 at 6%; with 50% employer match about $68,823 at 4% or $45,882 at 6%; with 100% employer match about $51,617 at 4% or $34,411 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 56 | - | - | - |
| 1999 | 2 | 55 | $1,581,291 | $372,942 | $6,781iApproximate average salary by contribution assumption: employee only about $169,519 at 4% or $113,013 at 6%; with 50% employer match about $113,013 at 4% or $75,342 at 6%; with 100% employer match about $84,760 at 4% or $56,506 at 6%. |
| Association for Financial Professionals Retirement Plan | - | 55 | $976,516 | $170,248 | $3,095iApproximate average salary by contribution assumption: employee only about $77,385 at 4% or $51,590 at 6%; with 50% employer match about $51,590 at 4% or $34,394 at 6%; with 100% employer match about $38,693 at 4% or $25,795 at 6%. |
| Association for Financial Professionals Supplemental Retirement Plan | - | 49 | $604,775 | $202,694 | $4,137iApproximate average salary by contribution assumption: employee only about $103,415 at 4% or $68,944 at 6%; with 50% employer match about $68,944 at 4% or $45,962 at 6%; with 100% employer match about $51,708 at 4% or $34,472 at 6%. |