Civic Intelligence

Advisor Financial Services LLP

Plan context: Advisor Financial Services Retirement Savings Plan

EIN 58-2412563 • Woodstock, GA • 4 filings • 2 plans

302 Creekstone RidgeWoodstock, GA 30188
Current Snapshot

Latest Year

2016

2016 Participants

13

2016 Assets

$208,617

2016 Contributions

$55,738

Historical Graphs

Total Assets Over Time

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

$208,617$104,309$0201320142015YearValue
$208,617Latest year 2015

Participants Over Time

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

1370201320142015YearValue
13Latest year 2015

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
201610$0$55,738-
Advisor Financial Services Retirement Savings Plan-0$0$55,738-
2015113$208,617$96,208$7,401iApproximate average salary by contribution assumption: employee only about $185,015 at 4% or $123,344 at 6%; with 50% employer match about $123,344 at 4% or $82,229 at 6%; with 100% employer match about $92,508 at 4% or $61,672 at 6%.
Advisor Financial Services Retirement Savings Plan-13$208,617$96,208$7,401iApproximate average salary by contribution assumption: employee only about $185,015 at 4% or $123,344 at 6%; with 50% employer match about $123,344 at 4% or $82,229 at 6%; with 100% employer match about $92,508 at 4% or $61,672 at 6%.
201418$117,580$77,181$9,648iApproximate average salary by contribution assumption: employee only about $241,191 at 4% or $160,794 at 6%; with 50% employer match about $160,794 at 4% or $107,196 at 6%; with 100% employer match about $120,595 at 4% or $80,397 at 6%.
Advisor Financial Services Retirement Savings Plan-8$117,580$77,181$9,648iApproximate average salary by contribution assumption: employee only about $241,191 at 4% or $160,794 at 6%; with 50% employer match about $160,794 at 4% or $107,196 at 6%; with 100% employer match about $120,595 at 4% or $80,397 at 6%.
201318$45,698$42,933$5,367iApproximate average salary by contribution assumption: employee only about $134,166 at 4% or $89,444 at 6%; with 50% employer match about $89,444 at 4% or $59,629 at 6%; with 100% employer match about $67,083 at 4% or $44,722 at 6%.
Advisor Financial Services Retirement Savings Plan-8$45,698$42,933$5,367iApproximate average salary by contribution assumption: employee only about $134,166 at 4% or $89,444 at 6%; with 50% employer match about $89,444 at 4% or $59,629 at 6%; with 100% employer match about $67,083 at 4% or $44,722 at 6%.