Civic Intelligence

Association for Financial Professionals

Plan context: Association for Financial Professionals Supplemental Retirement Plan

EIN 58-1424769 • Rockville, MD • 34 filings • 5 plans

12345 Parklawn Dr., Suite 200Pmb 1001Rockville, MD 20852
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

$23,797,043$11,898,522$0199920132024YearValue
$23,797,043Latest year 2024

Participants Over Time

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

97490199920112024YearValue
85Latest 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
2024185$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%.
202310$22,193,679$1,538,791-
Association for Financial Professionals Supplemental Retirement Plan-0$22,193,679$1,538,791-
2022187$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%.
2021186$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%.
2020184$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%.
2019195$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%.
2018197$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%.
2017190$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%.
2016188$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%.
2015192$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%.
2014192$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%.
201313$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%.
2012170$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%.
2011169$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%.
2010165$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%.
2009163$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%.
2008162$0$0-
Association for Financial Professionals Supplemental Retirement Plan-62---
2007173$0$0-
Association for Financial Professionals Supplemental Retirement Plan-73---
2006271$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-
2005261$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%.
2004256$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%.
2003250$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---
2002254$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---
2001259$0$0-
Association for Financial Professionals Retirement Plan-59---
Association for Financial Professionals Supplemental Retirement Plan-50---
2000256$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---
1999255$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%.