Civic Intelligence

Applied Financial Research LLC

Plan context: APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN

EIN 58-2380427 • Marietta, GA • 20 filings • 2 plans

3630 Mere LaneMarietta, GA 30062
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$1,151,636

2022 Contributions

$191,000

Historical Graphs

Total Assets Over Time

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

$1,151,636$575,818$0201320182022YearValue
$1,151,636Latest year 2022

Participants Over Time

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

210201320182022YearValue
2Latest year 2022

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
202222$1,151,636$191,000$95,500iApproximate average salary by contribution assumption: employee only about $2,387,500 at 4% or $1,591,667 at 6%; with 50% employer match about $1,591,667 at 4% or $1,061,111 at 6%; with 100% employer match about $1,193,750 at 4% or $795,833 at 6%.
APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN-2$975,257$185,000$92,500iApproximate average salary by contribution assumption: employee only about $2,312,500 at 4% or $1,541,667 at 6%; with 50% employer match about $1,541,667 at 4% or $1,027,778 at 6%; with 100% employer match about $1,156,250 at 4% or $770,833 at 6%.
Applied Financial Research LLC 401(K) Profit Sharing Plan-1$176,379$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
202122$1,015,984$108,175$54,088iApproximate average salary by contribution assumption: employee only about $1,352,188 at 4% or $901,458 at 6%; with 50% employer match about $901,458 at 4% or $600,972 at 6%; with 100% employer match about $676,094 at 4% or $450,729 at 6%.
APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN-2$836,455$85,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
Applied Financial Research LLC 401(K) Profit Sharing Plan-2$179,529$23,175$11,588iApproximate average salary by contribution assumption: employee only about $289,688 at 4% or $193,125 at 6%; with 50% employer match about $193,125 at 4% or $128,750 at 6%; with 100% employer match about $144,844 at 4% or $96,563 at 6%.
202021$910,065$90,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN-1$758,284$70,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Applied Financial Research LLC 401(K) Profit Sharing Plan-1$151,781$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201922$775,012$44,708$22,354iApproximate average salary by contribution assumption: employee only about $558,850 at 4% or $372,567 at 6%; with 50% employer match about $372,567 at 4% or $248,378 at 6%; with 100% employer match about $279,425 at 4% or $186,283 at 6%.
APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN-2$646,809$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Applied Financial Research LLC 401(K) Profit Sharing Plan-2$128,203$24,708$12,354iApproximate average salary by contribution assumption: employee only about $308,850 at 4% or $205,900 at 6%; with 50% employer match about $205,900 at 4% or $137,267 at 6%; with 100% employer match about $154,425 at 4% or $102,950 at 6%.
201822$690,371$8,443$4,222iApproximate average salary by contribution assumption: employee only about $105,538 at 4% or $70,358 at 6%; with 50% employer match about $70,358 at 4% or $46,906 at 6%; with 100% employer match about $52,769 at 4% or $35,179 at 6%.
APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN-2$586,613--
Applied Financial Research LLC 401(K) Profit Sharing Plan-2$103,758$8,443$4,222iApproximate average salary by contribution assumption: employee only about $105,538 at 4% or $70,358 at 6%; with 50% employer match about $70,358 at 4% or $46,906 at 6%; with 100% employer match about $52,769 at 4% or $35,179 at 6%.
201722$680,641$58,026$29,013iApproximate average salary by contribution assumption: employee only about $725,325 at 4% or $483,550 at 6%; with 50% employer match about $483,550 at 4% or $322,367 at 6%; with 100% employer match about $362,663 at 4% or $241,775 at 6%.
APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN-2$583,988$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Applied Financial Research LLC 401(K) Profit Sharing Plan-2$96,653$8,026$4,013iApproximate average salary by contribution assumption: employee only about $100,325 at 4% or $66,883 at 6%; with 50% employer match about $66,883 at 4% or $44,589 at 6%; with 100% employer match about $50,163 at 4% or $33,442 at 6%.
201622$609,148$113,000$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.
APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN-2$522,470$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Applied Financial Research LLC 401(K) Profit Sharing Plan-2$86,678$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
201522$485,681$126,687$63,344iApproximate average salary by contribution assumption: employee only about $1,583,588 at 4% or $1,055,725 at 6%; with 50% employer match about $1,055,725 at 4% or $703,817 at 6%; with 100% employer match about $791,794 at 4% or $527,863 at 6%.
APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN-2$403,288$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Applied Financial Research LLC 401(K) Profit Sharing Plan-2$82,393$6,687$3,344iApproximate average salary by contribution assumption: employee only about $83,588 at 4% or $55,725 at 6%; with 50% employer match about $55,725 at 4% or $37,150 at 6%; with 100% employer match about $41,794 at 4% or $27,863 at 6%.
201422$372,025$181,505$90,753iApproximate average salary by contribution assumption: employee only about $2,268,813 at 4% or $1,512,542 at 6%; with 50% employer match about $1,512,542 at 4% or $1,008,361 at 6%; with 100% employer match about $1,134,406 at 4% or $756,271 at 6%.
APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN-2$269,428$135,000$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
Applied Financial Research LLC 401(K) Profit Sharing Plan-2$102,597$46,505$23,253iApproximate average salary by contribution assumption: employee only about $581,313 at 4% or $387,542 at 6%; with 50% employer match about $387,542 at 4% or $258,361 at 6%; with 100% employer match about $290,656 at 4% or $193,771 at 6%.
201322$183,232$187,927$93,964iApproximate average salary by contribution assumption: employee only about $2,349,088 at 4% or $1,566,058 at 6%; with 50% employer match about $1,566,058 at 4% or $1,044,039 at 6%; with 100% employer match about $1,174,544 at 4% or $783,029 at 6%.
APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN-2$127,178$132,000$66,000iApproximate average salary by contribution assumption: employee only about $1,650,000 at 4% or $1,100,000 at 6%; with 50% employer match about $1,100,000 at 4% or $733,333 at 6%; with 100% employer match about $825,000 at 4% or $550,000 at 6%.
Applied Financial Research LLC 401(K) Profit Sharing Plan-2$56,054$55,927$27,964iApproximate average salary by contribution assumption: employee only about $699,088 at 4% or $466,058 at 6%; with 50% employer match about $466,058 at 4% or $310,706 at 6%; with 100% employer match about $349,544 at 4% or $233,029 at 6%.