Civic Intelligence

Advanced Financial Strategists Inc ..

Plan context: Afs 401(K) Plan

EIN 58-1970288 • Suwanee, GA • 9 filings • 2 plans

1325 Satellite Blvd. Ste 1301Suwanee, GA 30024
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$532,567

2014 Contributions

$61,638

Historical Graphs

Total Assets Over Time

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

$532,567$266,284$0200620102013YearValue
$532,567Latest year 2013

Participants Over Time

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

630200620102013YearValue
4Latest year 2013

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
201410$0$61,638-
Afs 401(K) Plan-0$0$61,638-
201314$532,567$53,050$13,263iApproximate average salary by contribution assumption: employee only about $331,563 at 4% or $221,042 at 6%; with 50% employer match about $221,042 at 4% or $147,361 at 6%; with 100% employer match about $165,781 at 4% or $110,521 at 6%.
Afs 401(K) Plan-4$532,567$53,050$13,263iApproximate average salary by contribution assumption: employee only about $331,563 at 4% or $221,042 at 6%; with 50% employer match about $221,042 at 4% or $147,361 at 6%; with 100% employer match about $165,781 at 4% or $110,521 at 6%.
201215$503,276$65,048$13,010iApproximate average salary by contribution assumption: employee only about $325,240 at 4% or $216,827 at 6%; with 50% employer match about $216,827 at 4% or $144,551 at 6%; with 100% employer match about $162,620 at 4% or $108,413 at 6%.
Afs 401(K) Plan-5$503,276$65,048$13,010iApproximate average salary by contribution assumption: employee only about $325,240 at 4% or $216,827 at 6%; with 50% employer match about $216,827 at 4% or $144,551 at 6%; with 100% employer match about $162,620 at 4% or $108,413 at 6%.
201115$382,305$45,399$9,080iApproximate average salary by contribution assumption: employee only about $226,995 at 4% or $151,330 at 6%; with 50% employer match about $151,330 at 4% or $100,887 at 6%; with 100% employer match about $113,497 at 4% or $75,665 at 6%.
Afs 401(K) Plan-5$382,305$45,399$9,080iApproximate average salary by contribution assumption: employee only about $226,995 at 4% or $151,330 at 6%; with 50% employer match about $151,330 at 4% or $100,887 at 6%; with 100% employer match about $113,497 at 4% or $75,665 at 6%.
201016$440,544$93,654$15,609iApproximate average salary by contribution assumption: employee only about $390,225 at 4% or $260,150 at 6%; with 50% employer match about $260,150 at 4% or $173,433 at 6%; with 100% employer match about $195,113 at 4% or $130,075 at 6%.
Afs 401(K) Plan-6$440,544$93,654$15,609iApproximate average salary by contribution assumption: employee only about $390,225 at 4% or $260,150 at 6%; with 50% employer match about $260,150 at 4% or $173,433 at 6%; with 100% employer match about $195,113 at 4% or $130,075 at 6%.
200915$293,065$85,754$17,151iApproximate average salary by contribution assumption: employee only about $428,770 at 4% or $285,847 at 6%; with 50% employer match about $285,847 at 4% or $190,564 at 6%; with 100% employer match about $214,385 at 4% or $142,923 at 6%.
Afs 401(K) Plan-5$293,065$85,754$17,151iApproximate average salary by contribution assumption: employee only about $428,770 at 4% or $285,847 at 6%; with 50% employer match about $285,847 at 4% or $190,564 at 6%; with 100% employer match about $214,385 at 4% or $142,923 at 6%.
200815$146,147$82,796$16,559iApproximate average salary by contribution assumption: employee only about $413,980 at 4% or $275,987 at 6%; with 50% employer match about $275,987 at 4% or $183,991 at 6%; with 100% employer match about $206,990 at 4% or $137,993 at 6%.
Afs 401(K) Plan-5$146,147$82,796$16,559iApproximate average salary by contribution assumption: employee only about $413,980 at 4% or $275,987 at 6%; with 50% employer match about $275,987 at 4% or $183,991 at 6%; with 100% employer match about $206,990 at 4% or $137,993 at 6%.
200715$108,579$79,416$15,883iApproximate average salary by contribution assumption: employee only about $397,080 at 4% or $264,720 at 6%; with 50% employer match about $264,720 at 4% or $176,480 at 6%; with 100% employer match about $198,540 at 4% or $132,360 at 6%.
Afs 401(K) Plan-5$108,579$79,416$15,883iApproximate average salary by contribution assumption: employee only about $397,080 at 4% or $264,720 at 6%; with 50% employer match about $264,720 at 4% or $176,480 at 6%; with 100% employer match about $198,540 at 4% or $132,360 at 6%.
200615$26,417$26,125$5,225iApproximate average salary by contribution assumption: employee only about $130,625 at 4% or $87,083 at 6%; with 50% employer match about $87,083 at 4% or $58,056 at 6%; with 100% employer match about $65,313 at 4% or $43,542 at 6%.
Afs 401(K) Plan-5$26,417$26,125$5,225iApproximate average salary by contribution assumption: employee only about $130,625 at 4% or $87,083 at 6%; with 50% employer match about $87,083 at 4% or $58,056 at 6%; with 100% employer match about $65,313 at 4% or $43,542 at 6%.