Civic Intelligence

Asset Specialists Inc.

Plan context: Asset Specialists Inc. 401(K) Profit Sharing Plan

EIN 65-0223764 • Palm Beach Gardens, FL • 25 filings • 3 plans

3710 Buckeye Street, Suite 100Palm Beach Gardens, FL 33410
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$726,334

2024 Contributions

$219,488

Historical Graphs

Total Assets Over Time

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

$726,334$363,167$0200120132024YearValue
$726,334Latest year 2024

Participants Over Time

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

1050200020122024YearValue
7Latest year 2024

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
202417$726,334$219,488$31,355iApproximate average salary by contribution assumption: employee only about $783,886 at 4% or $522,590 at 6%; with 50% employer match about $522,590 at 4% or $348,394 at 6%; with 100% employer match about $391,943 at 4% or $261,295 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-7$726,334$219,488$31,355iApproximate average salary by contribution assumption: employee only about $783,886 at 4% or $522,590 at 6%; with 50% employer match about $522,590 at 4% or $348,394 at 6%; with 100% employer match about $391,943 at 4% or $261,295 at 6%.
202317$457,834$4,765$681iApproximate average salary by contribution assumption: employee only about $17,018 at 4% or $11,345 at 6%; with 50% employer match about $11,345 at 4% or $7,563 at 6%; with 100% employer match about $8,509 at 4% or $5,673 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-7$457,834$4,765$681iApproximate average salary by contribution assumption: employee only about $17,018 at 4% or $11,345 at 6%; with 50% employer match about $11,345 at 4% or $7,563 at 6%; with 100% employer match about $8,509 at 4% or $5,673 at 6%.
202217$377,420$3,427$490iApproximate average salary by contribution assumption: employee only about $12,239 at 4% or $8,160 at 6%; with 50% employer match about $8,160 at 4% or $5,440 at 6%; with 100% employer match about $6,120 at 4% or $4,080 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-7$377,420$3,427$490iApproximate average salary by contribution assumption: employee only about $12,239 at 4% or $8,160 at 6%; with 50% employer match about $8,160 at 4% or $5,440 at 6%; with 100% employer match about $6,120 at 4% or $4,080 at 6%.
202117$483,531$8,881$1,269iApproximate average salary by contribution assumption: employee only about $31,718 at 4% or $21,145 at 6%; with 50% employer match about $21,145 at 4% or $14,097 at 6%; with 100% employer match about $15,859 at 4% or $10,573 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-7$483,531$8,881$1,269iApproximate average salary by contribution assumption: employee only about $31,718 at 4% or $21,145 at 6%; with 50% employer match about $21,145 at 4% or $14,097 at 6%; with 100% employer match about $15,859 at 4% or $10,573 at 6%.
202018$492,186$16,246$2,031iApproximate average salary by contribution assumption: employee only about $50,769 at 4% or $33,846 at 6%; with 50% employer match about $33,846 at 4% or $22,564 at 6%; with 100% employer match about $25,384 at 4% or $16,923 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-8$492,186$16,246$2,031iApproximate average salary by contribution assumption: employee only about $50,769 at 4% or $33,846 at 6%; with 50% employer match about $33,846 at 4% or $22,564 at 6%; with 100% employer match about $25,384 at 4% or $16,923 at 6%.
201918$382,150$14,982$1,873iApproximate average salary by contribution assumption: employee only about $46,819 at 4% or $31,213 at 6%; with 50% employer match about $31,213 at 4% or $20,808 at 6%; with 100% employer match about $23,409 at 4% or $15,606 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-8$382,150$14,982$1,873iApproximate average salary by contribution assumption: employee only about $46,819 at 4% or $31,213 at 6%; with 50% employer match about $31,213 at 4% or $20,808 at 6%; with 100% employer match about $23,409 at 4% or $15,606 at 6%.
201816$302,014$20,825$3,471iApproximate average salary by contribution assumption: employee only about $86,771 at 4% or $57,847 at 6%; with 50% employer match about $57,847 at 4% or $38,565 at 6%; with 100% employer match about $43,385 at 4% or $28,924 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-6$302,014$20,825$3,471iApproximate average salary by contribution assumption: employee only about $86,771 at 4% or $57,847 at 6%; with 50% employer match about $57,847 at 4% or $38,565 at 6%; with 100% employer match about $43,385 at 4% or $28,924 at 6%.
201717$301,686$11,918$1,703iApproximate average salary by contribution assumption: employee only about $42,564 at 4% or $28,376 at 6%; with 50% employer match about $28,376 at 4% or $18,917 at 6%; with 100% employer match about $21,282 at 4% or $14,188 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-7$301,686$11,918$1,703iApproximate average salary by contribution assumption: employee only about $42,564 at 4% or $28,376 at 6%; with 50% employer match about $28,376 at 4% or $18,917 at 6%; with 100% employer match about $21,282 at 4% or $14,188 at 6%.
201617$289,477$1,769$253iApproximate average salary by contribution assumption: employee only about $6,318 at 4% or $4,212 at 6%; with 50% employer match about $4,212 at 4% or $2,808 at 6%; with 100% employer match about $3,159 at 4% or $2,106 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-7$289,477$1,769$253iApproximate average salary by contribution assumption: employee only about $6,318 at 4% or $4,212 at 6%; with 50% employer match about $4,212 at 4% or $2,808 at 6%; with 100% employer match about $3,159 at 4% or $2,106 at 6%.
201517$419,156$0-
Asset Specialists Inc. 401(K) Profit Sharing Plan-7$419,156--
201417$291,010$0-
Asset Specialists Inc. 401(K) Profit Sharing Plan-7$291,010--
201318$284,118$2,060$258iApproximate average salary by contribution assumption: employee only about $6,438 at 4% or $4,292 at 6%; with 50% employer match about $4,292 at 4% or $2,861 at 6%; with 100% employer match about $3,219 at 4% or $2,146 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-8$284,118$2,060$258iApproximate average salary by contribution assumption: employee only about $6,438 at 4% or $4,292 at 6%; with 50% employer match about $4,292 at 4% or $2,861 at 6%; with 100% employer match about $3,219 at 4% or $2,146 at 6%.
201217$245,664$0-
Asset Specialists Inc. 401(K) Profit Sharing Plan-7$245,664--
201118$265,611$0-
Asset Specialists Inc. 401(K) Profit Sharing Plan-8$265,611--
201018$268,751$5,400$675iApproximate average salary by contribution assumption: employee only about $16,875 at 4% or $11,250 at 6%; with 50% employer match about $11,250 at 4% or $7,500 at 6%; with 100% employer match about $8,438 at 4% or $5,625 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-8$268,751$5,400$675iApproximate average salary by contribution assumption: employee only about $16,875 at 4% or $11,250 at 6%; with 50% employer match about $11,250 at 4% or $7,500 at 6%; with 100% employer match about $8,438 at 4% or $5,625 at 6%.
2009110$271,758$22,267$2,227iApproximate average salary by contribution assumption: employee only about $55,667 at 4% or $37,112 at 6%; with 50% employer match about $37,112 at 4% or $24,741 at 6%; with 100% employer match about $27,834 at 4% or $18,556 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-10$271,758$22,267$2,227iApproximate average salary by contribution assumption: employee only about $55,667 at 4% or $37,112 at 6%; with 50% employer match about $37,112 at 4% or $24,741 at 6%; with 100% employer match about $27,834 at 4% or $18,556 at 6%.
200819$193,283$50,379$5,598iApproximate average salary by contribution assumption: employee only about $139,942 at 4% or $93,294 at 6%; with 50% employer match about $93,294 at 4% or $62,196 at 6%; with 100% employer match about $69,971 at 4% or $46,647 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-9$193,283$50,379$5,598iApproximate average salary by contribution assumption: employee only about $139,942 at 4% or $93,294 at 6%; with 50% employer match about $93,294 at 4% or $62,196 at 6%; with 100% employer match about $69,971 at 4% or $46,647 at 6%.
200719$255,665$43,205$4,801iApproximate average salary by contribution assumption: employee only about $120,014 at 4% or $80,009 at 6%; with 50% employer match about $80,009 at 4% or $53,340 at 6%; with 100% employer match about $60,007 at 4% or $40,005 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-9$255,665$43,205$4,801iApproximate average salary by contribution assumption: employee only about $120,014 at 4% or $80,009 at 6%; with 50% employer match about $80,009 at 4% or $53,340 at 6%; with 100% employer match about $60,007 at 4% or $40,005 at 6%.
200616$198,583$35,078$5,846iApproximate average salary by contribution assumption: employee only about $146,158 at 4% or $97,439 at 6%; with 50% employer match about $97,439 at 4% or $64,959 at 6%; with 100% employer match about $73,079 at 4% or $48,719 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-6$198,583$35,078$5,846iApproximate average salary by contribution assumption: employee only about $146,158 at 4% or $97,439 at 6%; with 50% employer match about $97,439 at 4% or $64,959 at 6%; with 100% employer match about $73,079 at 4% or $48,719 at 6%.
200514$145,192$36,962$9,241iApproximate average salary by contribution assumption: employee only about $231,013 at 4% or $154,008 at 6%; with 50% employer match about $154,008 at 4% or $102,672 at 6%; with 100% employer match about $115,506 at 4% or $77,004 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-4$145,192$36,962$9,241iApproximate average salary by contribution assumption: employee only about $231,013 at 4% or $154,008 at 6%; with 50% employer match about $154,008 at 4% or $102,672 at 6%; with 100% employer match about $115,506 at 4% or $77,004 at 6%.
200414$115,949$20,404$5,101iApproximate average salary by contribution assumption: employee only about $127,525 at 4% or $85,017 at 6%; with 50% employer match about $85,017 at 4% or $56,678 at 6%; with 100% employer match about $63,763 at 4% or $42,508 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-4$115,949$20,404$5,101iApproximate average salary by contribution assumption: employee only about $127,525 at 4% or $85,017 at 6%; with 50% employer match about $85,017 at 4% or $56,678 at 6%; with 100% employer match about $63,763 at 4% or $42,508 at 6%.
200312$87,712$18,277$9,139iApproximate average salary by contribution assumption: employee only about $228,463 at 4% or $152,308 at 6%; with 50% employer match about $152,308 at 4% or $101,539 at 6%; with 100% employer match about $114,231 at 4% or $76,154 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-2$87,712$18,277$9,139iApproximate average salary by contribution assumption: employee only about $228,463 at 4% or $152,308 at 6%; with 50% employer match about $152,308 at 4% or $101,539 at 6%; with 100% employer match about $114,231 at 4% or $76,154 at 6%.
200213$70,475$11,343$3,781iApproximate average salary by contribution assumption: employee only about $94,525 at 4% or $63,017 at 6%; with 50% employer match about $63,017 at 4% or $42,011 at 6%; with 100% employer match about $47,263 at 4% or $31,508 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-3$70,475$11,343$3,781iApproximate average salary by contribution assumption: employee only about $94,525 at 4% or $63,017 at 6%; with 50% employer match about $63,017 at 4% or $42,011 at 6%; with 100% employer match about $47,263 at 4% or $31,508 at 6%.
200114$75,068$19,983$4,996iApproximate average salary by contribution assumption: employee only about $124,894 at 4% or $83,263 at 6%; with 50% employer match about $83,263 at 4% or $55,508 at 6%; with 100% employer match about $62,447 at 4% or $41,631 at 6%.
Asset Specialists Inc. 401(K) Profit Sharing Plan-4$75,068$19,983$4,996iApproximate average salary by contribution assumption: employee only about $124,894 at 4% or $83,263 at 6%; with 50% employer match about $83,263 at 4% or $55,508 at 6%; with 100% employer match about $62,447 at 4% or $41,631 at 6%.
200013$0$0-
Asset Specialists Inc. 401(K) Profit Sharing Plan-3---