Civic Intelligence

Accounting Economics & Appraisal Group LLC

Plan context: Accounting Economics & Appraisal Group LLC 401(K) Plan

EIN 63-1274675 • Birmingham, AL • 35 filings • 7 plans

1901 6th Ave. NSuite 1620Birmingham, AL 35203
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$1,391,507

2022 Contributions

$56,339

Historical Graphs

Total Assets Over Time

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

$3,332,902$1,666,451$0200220132022YearValue
$1,391,507Latest year 2022

Participants Over Time

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

31160200220122022YearValue
7Latest 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
202227$1,391,507$56,339$8,048iApproximate average salary by contribution assumption: employee only about $201,211 at 4% or $134,140 at 6%; with 50% employer match about $134,140 at 4% or $89,427 at 6%; with 100% employer match about $100,605 at 4% or $67,070 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-7$1,391,507$56,339$8,048iApproximate average salary by contribution assumption: employee only about $201,211 at 4% or $134,140 at 6%; with 50% employer match about $134,140 at 4% or $89,427 at 6%; with 100% employer match about $100,605 at 4% or $67,070 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-0$0$0-
2021111$2,039,046$53,450$4,859iApproximate average salary by contribution assumption: employee only about $121,477 at 4% or $80,985 at 6%; with 50% employer match about $80,985 at 4% or $53,990 at 6%; with 100% employer match about $60,739 at 4% or $40,492 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-11$2,039,046$53,450$4,859iApproximate average salary by contribution assumption: employee only about $121,477 at 4% or $80,985 at 6%; with 50% employer match about $80,985 at 4% or $53,990 at 6%; with 100% employer match about $60,739 at 4% or $40,492 at 6%.
2020110$1,727,862$18,296$1,830iApproximate average salary by contribution assumption: employee only about $45,740 at 4% or $30,493 at 6%; with 50% employer match about $30,493 at 4% or $20,329 at 6%; with 100% employer match about $22,870 at 4% or $15,247 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-10$1,727,862$18,296$1,830iApproximate average salary by contribution assumption: employee only about $45,740 at 4% or $30,493 at 6%; with 50% employer match about $30,493 at 4% or $20,329 at 6%; with 100% employer match about $22,870 at 4% or $15,247 at 6%.
2019211$1,566,074$479,128$43,557iApproximate average salary by contribution assumption: employee only about $1,088,927 at 4% or $725,952 at 6%; with 50% employer match about $725,952 at 4% or $483,968 at 6%; with 100% employer match about $544,464 at 4% or $362,976 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-11$1,566,074$479,128$43,557iApproximate average salary by contribution assumption: employee only about $1,088,927 at 4% or $725,952 at 6%; with 50% employer match about $725,952 at 4% or $483,968 at 6%; with 100% employer match about $544,464 at 4% or $362,976 at 6%.
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-0$0--
2018216$1,488,041$177,621$11,101iApproximate average salary by contribution assumption: employee only about $277,533 at 4% or $185,022 at 6%; with 50% employer match about $185,022 at 4% or $123,348 at 6%; with 100% employer match about $138,766 at 4% or $92,511 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-16$1,487,726$137,621$8,601iApproximate average salary by contribution assumption: employee only about $215,033 at 4% or $143,355 at 6%; with 50% employer match about $143,355 at 4% or $95,570 at 6%; with 100% employer match about $107,516 at 4% or $71,678 at 6%.
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-0$315$40,000-
2017224$3,332,902$198,524$8,272iApproximate average salary by contribution assumption: employee only about $206,796 at 4% or $137,864 at 6%; with 50% employer match about $137,864 at 4% or $91,909 at 6%; with 100% employer match about $103,398 at 4% or $68,932 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-24$2,396,496$109,290$4,554iApproximate average salary by contribution assumption: employee only about $113,844 at 4% or $75,896 at 6%; with 50% employer match about $75,896 at 4% or $50,597 at 6%; with 100% employer match about $56,922 at 4% or $37,948 at 6%.
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-22$936,406$89,234$4,056iApproximate average salary by contribution assumption: employee only about $101,402 at 4% or $67,602 at 6%; with 50% employer match about $67,602 at 4% or $45,068 at 6%; with 100% employer match about $50,701 at 4% or $33,801 at 6%.
2016231$3,018,628$318,428$10,272iApproximate average salary by contribution assumption: employee only about $256,797 at 4% or $171,198 at 6%; with 50% employer match about $171,198 at 4% or $114,132 at 6%; with 100% employer match about $128,398 at 4% or $85,599 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-31$2,228,843$232,680$7,506iApproximate average salary by contribution assumption: employee only about $187,645 at 4% or $125,097 at 6%; with 50% employer match about $125,097 at 4% or $83,398 at 6%; with 100% employer match about $93,823 at 4% or $62,548 at 6%.
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-24$789,785$85,748$3,573iApproximate average salary by contribution assumption: employee only about $89,321 at 4% or $59,547 at 6%; with 50% employer match about $59,547 at 4% or $39,698 at 6%; with 100% employer match about $44,660 at 4% or $29,774 at 6%.
2015220$2,615,427$412,327$20,616iApproximate average salary by contribution assumption: employee only about $515,409 at 4% or $343,606 at 6%; with 50% employer match about $343,606 at 4% or $229,071 at 6%; with 100% employer match about $257,704 at 4% or $171,803 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-20$1,958,773$197,758$9,888iApproximate average salary by contribution assumption: employee only about $247,198 at 4% or $164,798 at 6%; with 50% employer match about $164,798 at 4% or $109,866 at 6%; with 100% employer match about $123,599 at 4% or $82,399 at 6%.
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-18$656,654$214,569$11,921iApproximate average salary by contribution assumption: employee only about $298,013 at 4% or $198,675 at 6%; with 50% employer match about $198,675 at 4% or $132,450 at 6%; with 100% employer match about $149,006 at 4% or $99,338 at 6%.
2014219$2,214,207$160,621$8,454iApproximate average salary by contribution assumption: employee only about $211,343 at 4% or $140,896 at 6%; with 50% employer match about $140,896 at 4% or $93,930 at 6%; with 100% employer match about $105,672 at 4% or $70,448 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-19$1,756,542$160,621$8,454iApproximate average salary by contribution assumption: employee only about $211,343 at 4% or $140,896 at 6%; with 50% employer match about $140,896 at 4% or $93,930 at 6%; with 100% employer match about $105,672 at 4% or $70,448 at 6%.
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-15$457,665--
2013220$2,068,704$136,007$6,800iApproximate average salary by contribution assumption: employee only about $170,009 at 4% or $113,339 at 6%; with 50% employer match about $113,339 at 4% or $75,559 at 6%; with 100% employer match about $85,004 at 4% or $56,670 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-20$1,607,986$72,721$3,636iApproximate average salary by contribution assumption: employee only about $90,901 at 4% or $60,601 at 6%; with 50% employer match about $60,601 at 4% or $40,401 at 6%; with 100% employer match about $45,451 at 4% or $30,300 at 6%.
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-16$460,718$63,286$3,955iApproximate average salary by contribution assumption: employee only about $98,884 at 4% or $65,923 at 6%; with 50% employer match about $65,923 at 4% or $43,949 at 6%; with 100% employer match about $49,442 at 4% or $32,961 at 6%.
2012218$1,679,691$105,472$5,860iApproximate average salary by contribution assumption: employee only about $146,489 at 4% or $97,659 at 6%; with 50% employer match about $97,659 at 4% or $65,106 at 6%; with 100% employer match about $73,244 at 4% or $48,830 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-18$1,298,771$41,203$2,289iApproximate average salary by contribution assumption: employee only about $57,226 at 4% or $38,151 at 6%; with 50% employer match about $38,151 at 4% or $25,434 at 6%; with 100% employer match about $28,613 at 4% or $19,075 at 6%.
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-15$380,920$64,269$4,285iApproximate average salary by contribution assumption: employee only about $107,115 at 4% or $71,410 at 6%; with 50% employer match about $71,410 at 4% or $47,607 at 6%; with 100% employer match about $53,558 at 4% or $35,705 at 6%.
2011218$1,599,287$127,432$7,080iApproximate average salary by contribution assumption: employee only about $176,989 at 4% or $117,993 at 6%; with 50% employer match about $117,993 at 4% or $78,662 at 6%; with 100% employer match about $88,494 at 4% or $58,996 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-18$1,283,687$61,236$3,402iApproximate average salary by contribution assumption: employee only about $85,050 at 4% or $56,700 at 6%; with 50% employer match about $56,700 at 4% or $37,800 at 6%; with 100% employer match about $42,525 at 4% or $28,350 at 6%.
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-14$315,600$66,196$4,728iApproximate average salary by contribution assumption: employee only about $118,207 at 4% or $78,805 at 6%; with 50% employer match about $78,805 at 4% or $52,537 at 6%; with 100% employer match about $59,104 at 4% or $39,402 at 6%.
2010221$1,659,954$132,014$6,286iApproximate average salary by contribution assumption: employee only about $157,160 at 4% or $104,773 at 6%; with 50% employer match about $104,773 at 4% or $69,849 at 6%; with 100% employer match about $78,580 at 4% or $52,387 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-21$1,397,542$62,691$2,985iApproximate average salary by contribution assumption: employee only about $74,632 at 4% or $49,755 at 6%; with 50% employer match about $49,755 at 4% or $33,170 at 6%; with 100% employer match about $37,316 at 4% or $24,877 at 6%.
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-15$262,412$69,323$4,622iApproximate average salary by contribution assumption: employee only about $115,538 at 4% or $77,026 at 6%; with 50% employer match about $77,026 at 4% or $51,350 at 6%; with 100% employer match about $57,769 at 4% or $38,513 at 6%.
2009221$1,379,038$121,776$5,799iApproximate average salary by contribution assumption: employee only about $144,971 at 4% or $96,648 at 6%; with 50% employer match about $96,648 at 4% or $64,432 at 6%; with 100% employer match about $72,486 at 4% or $48,324 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-21$1,192,272$60,569$2,884iApproximate average salary by contribution assumption: employee only about $72,106 at 4% or $48,071 at 6%; with 50% employer match about $48,071 at 4% or $32,047 at 6%; with 100% employer match about $36,053 at 4% or $24,035 at 6%.
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-12$186,766$61,207$5,101iApproximate average salary by contribution assumption: employee only about $127,515 at 4% or $85,010 at 6%; with 50% employer match about $85,010 at 4% or $56,673 at 6%; with 100% employer match about $63,757 at 4% or $42,505 at 6%.
2008210$0$0-
Accounting Economics & Appraisal Group LLC 401(K) Plan-10---
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-10---
2007211$1,524,100$254,551$23,141iApproximate average salary by contribution assumption: employee only about $578,525 at 4% or $385,683 at 6%; with 50% employer match about $385,683 at 4% or $257,122 at 6%; with 100% employer match about $289,263 at 4% or $192,842 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-11$1,460,718$191,169$17,379iApproximate average salary by contribution assumption: employee only about $434,475 at 4% or $289,650 at 6%; with 50% employer match about $289,650 at 4% or $193,100 at 6%; with 100% employer match about $217,238 at 4% or $144,825 at 6%.
Accounting Economics & Appraisal Group LLC Cash Balance Retirement Plan and Trust-11$63,382$63,382$5,762iApproximate average salary by contribution assumption: employee only about $144,050 at 4% or $96,033 at 6%; with 50% employer match about $96,033 at 4% or $64,022 at 6%; with 100% employer match about $72,025 at 4% or $48,017 at 6%.
2006114$1,658,394$386,606$27,615iApproximate average salary by contribution assumption: employee only about $690,368 at 4% or $460,245 at 6%; with 50% employer match about $460,245 at 4% or $306,830 at 6%; with 100% employer match about $345,184 at 4% or $230,123 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-14$1,658,394$386,606$27,615iApproximate average salary by contribution assumption: employee only about $690,368 at 4% or $460,245 at 6%; with 50% employer match about $460,245 at 4% or $306,830 at 6%; with 100% employer match about $345,184 at 4% or $230,123 at 6%.
2005118$1,154,500$275,817$15,323iApproximate average salary by contribution assumption: employee only about $383,079 at 4% or $255,386 at 6%; with 50% employer match about $255,386 at 4% or $170,257 at 6%; with 100% employer match about $191,540 at 4% or $127,693 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-18$1,154,500$275,817$15,323iApproximate average salary by contribution assumption: employee only about $383,079 at 4% or $255,386 at 6%; with 50% employer match about $255,386 at 4% or $170,257 at 6%; with 100% employer match about $191,540 at 4% or $127,693 at 6%.
2004119$840,084$330,271$17,383iApproximate average salary by contribution assumption: employee only about $434,567 at 4% or $289,711 at 6%; with 50% employer match about $289,711 at 4% or $193,141 at 6%; with 100% employer match about $217,284 at 4% or $144,856 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-19$840,084$330,271$17,383iApproximate average salary by contribution assumption: employee only about $434,567 at 4% or $289,711 at 6%; with 50% employer match about $289,711 at 4% or $193,141 at 6%; with 100% employer match about $217,284 at 4% or $144,856 at 6%.
2003116$464,663$352,641$22,040iApproximate average salary by contribution assumption: employee only about $551,002 at 4% or $367,334 at 6%; with 50% employer match about $367,334 at 4% or $244,890 at 6%; with 100% employer match about $275,501 at 4% or $183,667 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-16$464,663$352,641$22,040iApproximate average salary by contribution assumption: employee only about $551,002 at 4% or $367,334 at 6%; with 50% employer match about $367,334 at 4% or $244,890 at 6%; with 100% employer match about $275,501 at 4% or $183,667 at 6%.
2002111$78,060$77,793$7,072iApproximate average salary by contribution assumption: employee only about $176,802 at 4% or $117,868 at 6%; with 50% employer match about $117,868 at 4% or $78,579 at 6%; with 100% employer match about $88,401 at 4% or $58,934 at 6%.
Accounting Economics & Appraisal Group LLC 401(K) Plan-11$78,060$77,793$7,072iApproximate average salary by contribution assumption: employee only about $176,802 at 4% or $117,868 at 6%; with 50% employer match about $117,868 at 4% or $78,579 at 6%; with 100% employer match about $88,401 at 4% or $58,934 at 6%.