Civic Intelligence

AFFINITY FINANCIAL GROUP, LLC

Plan context: Affinity Wealth Management 401(K) Plan

EIN 65-1165833 • Tucson, AZ • 11 filings • 3 plans

2476 E. River RoadTucson, AZ 85718
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$655,877

2024 Contributions

$36,664

Historical Graphs

Total Assets Over Time

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

$1,339,959$669,980$0201420192023YearValue
$655,877Latest year 2023

Participants Over Time

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

630201420192023YearValue
3Latest year 2023

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
202410$0$0-
Affinity Wealth Management 401(K) Plan-0$0--
202313$655,877$36,664$12,221iApproximate average salary by contribution assumption: employee only about $305,533 at 4% or $203,689 at 6%; with 50% employer match about $203,689 at 4% or $135,793 at 6%; with 100% employer match about $152,767 at 4% or $101,844 at 6%.
Affinity Wealth Management 401(K) Plan-3$655,877$36,664$12,221iApproximate average salary by contribution assumption: employee only about $305,533 at 4% or $203,689 at 6%; with 50% employer match about $203,689 at 4% or $135,793 at 6%; with 100% employer match about $152,767 at 4% or $101,844 at 6%.
202216$1,097,655$97,047$16,175iApproximate average salary by contribution assumption: employee only about $404,363 at 4% or $269,575 at 6%; with 50% employer match about $269,575 at 4% or $179,717 at 6%; with 100% employer match about $202,181 at 4% or $134,788 at 6%.
Affinity Wealth Management 401(K) Plan-6$1,097,655$97,047$16,175iApproximate average salary by contribution assumption: employee only about $404,363 at 4% or $269,575 at 6%; with 50% employer match about $269,575 at 4% or $179,717 at 6%; with 100% employer match about $202,181 at 4% or $134,788 at 6%.
202115$1,339,959$93,680$18,736iApproximate average salary by contribution assumption: employee only about $468,400 at 4% or $312,267 at 6%; with 50% employer match about $312,267 at 4% or $208,178 at 6%; with 100% employer match about $234,200 at 4% or $156,133 at 6%.
Affinity Wealth Management 401(K) Plan-5$1,339,959$93,680$18,736iApproximate average salary by contribution assumption: employee only about $468,400 at 4% or $312,267 at 6%; with 50% employer match about $312,267 at 4% or $208,178 at 6%; with 100% employer match about $234,200 at 4% or $156,133 at 6%.
202014$977,085$87,920$21,980iApproximate average salary by contribution assumption: employee only about $549,500 at 4% or $366,333 at 6%; with 50% employer match about $366,333 at 4% or $244,222 at 6%; with 100% employer match about $274,750 at 4% or $183,167 at 6%.
Affinity Wealth Management 401(K) Plan-4$977,085$87,920$21,980iApproximate average salary by contribution assumption: employee only about $549,500 at 4% or $366,333 at 6%; with 50% employer match about $366,333 at 4% or $244,222 at 6%; with 100% employer match about $274,750 at 4% or $183,167 at 6%.
201914$752,913$112,207$28,052iApproximate average salary by contribution assumption: employee only about $701,294 at 4% or $467,529 at 6%; with 50% employer match about $467,529 at 4% or $311,686 at 6%; with 100% employer match about $350,647 at 4% or $233,765 at 6%.
Affinity Wealth Management 401(K) Plan-4$752,913$112,207$28,052iApproximate average salary by contribution assumption: employee only about $701,294 at 4% or $467,529 at 6%; with 50% employer match about $467,529 at 4% or $311,686 at 6%; with 100% employer match about $350,647 at 4% or $233,765 at 6%.
201814$513,817$111,859$27,965iApproximate average salary by contribution assumption: employee only about $699,119 at 4% or $466,079 at 6%; with 50% employer match about $466,079 at 4% or $310,719 at 6%; with 100% employer match about $349,559 at 4% or $233,040 at 6%.
Affinity Wealth Management 401(K) Plan-4$513,817$111,859$27,965iApproximate average salary by contribution assumption: employee only about $699,119 at 4% or $466,079 at 6%; with 50% employer match about $466,079 at 4% or $310,719 at 6%; with 100% employer match about $349,559 at 4% or $233,040 at 6%.
201714$446,125$89,952$22,488iApproximate average salary by contribution assumption: employee only about $562,200 at 4% or $374,800 at 6%; with 50% employer match about $374,800 at 4% or $249,867 at 6%; with 100% employer match about $281,100 at 4% or $187,400 at 6%.
Affinity Wealth Management 401(K) Plan-4$446,125$89,952$22,488iApproximate average salary by contribution assumption: employee only about $562,200 at 4% or $374,800 at 6%; with 50% employer match about $374,800 at 4% or $249,867 at 6%; with 100% employer match about $281,100 at 4% or $187,400 at 6%.
201614$317,705$128,377$32,094iApproximate average salary by contribution assumption: employee only about $802,356 at 4% or $534,904 at 6%; with 50% employer match about $534,904 at 4% or $356,603 at 6%; with 100% employer match about $401,178 at 4% or $267,452 at 6%.
Affinity Wealth Management 401(K) Plan-4$317,705$128,377$32,094iApproximate average salary by contribution assumption: employee only about $802,356 at 4% or $534,904 at 6%; with 50% employer match about $534,904 at 4% or $356,603 at 6%; with 100% employer match about $401,178 at 4% or $267,452 at 6%.
201515$167,874$77,828$15,566iApproximate average salary by contribution assumption: employee only about $389,140 at 4% or $259,427 at 6%; with 50% employer match about $259,427 at 4% or $172,951 at 6%; with 100% employer match about $194,570 at 4% or $129,713 at 6%.
Affinity Wealth Management 401(K) Plan-5$167,874$77,828$15,566iApproximate average salary by contribution assumption: employee only about $389,140 at 4% or $259,427 at 6%; with 50% employer match about $259,427 at 4% or $172,951 at 6%; with 100% employer match about $194,570 at 4% or $129,713 at 6%.
201413$83,835$82,239$27,413iApproximate average salary by contribution assumption: employee only about $685,325 at 4% or $456,883 at 6%; with 50% employer match about $456,883 at 4% or $304,589 at 6%; with 100% employer match about $342,663 at 4% or $228,442 at 6%.
Affinity Wealth Management 401(K) Plan-3$83,835$82,239$27,413iApproximate average salary by contribution assumption: employee only about $685,325 at 4% or $456,883 at 6%; with 50% employer match about $456,883 at 4% or $304,589 at 6%; with 100% employer match about $342,663 at 4% or $228,442 at 6%.