Asset Advisory Services Inc.
Plan context: Asset Advisory Services 401(K) Plan
EIN 59-2509525 • Jupiter, FL • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$1,508,710
2025 Contributions
$183,197
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $1,508,710 | $183,197 | $26,171iApproximate average salary by contribution assumption: employee only about $654,275 at 4% or $436,183 at 6%; with 50% employer match about $436,183 at 4% or $290,789 at 6%; with 100% employer match about $327,138 at 4% or $218,092 at 6%. |
| Asset Advisory Services 401(K) Plan | - | 7 | $1,508,710 | $183,197 | $26,171iApproximate average salary by contribution assumption: employee only about $654,275 at 4% or $436,183 at 6%; with 50% employer match about $436,183 at 4% or $290,789 at 6%; with 100% employer match about $327,138 at 4% or $218,092 at 6%. |
| 2024 | 1 | 8 | $1,382,279 | $1,114,195 | $139,274iApproximate average salary by contribution assumption: employee only about $3,481,859 at 4% or $2,321,240 at 6%; with 50% employer match about $2,321,240 at 4% or $1,547,493 at 6%; with 100% employer match about $1,740,930 at 4% or $1,160,620 at 6%. |
| Asset Advisory Services 401(K) Plan | - | 8 | $1,382,279 | $1,114,195 | $139,274iApproximate average salary by contribution assumption: employee only about $3,481,859 at 4% or $2,321,240 at 6%; with 50% employer match about $2,321,240 at 4% or $1,547,493 at 6%; with 100% employer match about $1,740,930 at 4% or $1,160,620 at 6%. |