Civic Intelligence

APEX ASSET MANAGEMENT, LLC

Plan context: APEX ASSET MANAGEMENT, LLC 401(K)PLAN

EIN 72-1384890 • Montgomery, AL • 21 filings • 2 plans

1286 Carmichael WayMontgomery, AL 36106
Current Snapshot

Latest Year

2025

2025 Participants

22

2025 Assets

$1,771,900

2025 Contributions

$120,272

Historical Graphs

Total Assets Over Time

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

$1,771,900$885,950$0200520152025YearValue
$1,771,900Latest year 2025

Participants Over Time

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

25130200520152025YearValue
22Latest year 2025

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
2025122$1,771,900$120,272$5,467iApproximate average salary by contribution assumption: employee only about $136,673 at 4% or $91,115 at 6%; with 50% employer match about $91,115 at 4% or $60,743 at 6%; with 100% employer match about $68,336 at 4% or $45,558 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-22$1,771,900$120,272$5,467iApproximate average salary by contribution assumption: employee only about $136,673 at 4% or $91,115 at 6%; with 50% employer match about $91,115 at 4% or $60,743 at 6%; with 100% employer match about $68,336 at 4% or $45,558 at 6%.
2024119$1,441,675$112,626$5,928iApproximate average salary by contribution assumption: employee only about $148,192 at 4% or $98,795 at 6%; with 50% employer match about $98,795 at 4% or $65,863 at 6%; with 100% employer match about $74,096 at 4% or $49,397 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-19$1,441,675$112,626$5,928iApproximate average salary by contribution assumption: employee only about $148,192 at 4% or $98,795 at 6%; with 50% employer match about $98,795 at 4% or $65,863 at 6%; with 100% employer match about $74,096 at 4% or $49,397 at 6%.
2023121$1,344,831$110,115$5,244iApproximate average salary by contribution assumption: employee only about $131,089 at 4% or $87,393 at 6%; with 50% employer match about $87,393 at 4% or $58,262 at 6%; with 100% employer match about $65,545 at 4% or $43,696 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-21$1,344,831$110,115$5,244iApproximate average salary by contribution assumption: employee only about $131,089 at 4% or $87,393 at 6%; with 50% employer match about $87,393 at 4% or $58,262 at 6%; with 100% employer match about $65,545 at 4% or $43,696 at 6%.
2022123$1,240,158$106,918$4,649iApproximate average salary by contribution assumption: employee only about $116,215 at 4% or $77,477 at 6%; with 50% employer match about $77,477 at 4% or $51,651 at 6%; with 100% employer match about $58,108 at 4% or $38,738 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-23$1,240,158$106,918$4,649iApproximate average salary by contribution assumption: employee only about $116,215 at 4% or $77,477 at 6%; with 50% employer match about $77,477 at 4% or $51,651 at 6%; with 100% employer match about $58,108 at 4% or $38,738 at 6%.
2021122$1,417,313$109,382$4,972iApproximate average salary by contribution assumption: employee only about $124,298 at 4% or $82,865 at 6%; with 50% employer match about $82,865 at 4% or $55,243 at 6%; with 100% employer match about $62,149 at 4% or $41,433 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-22$1,417,313$109,382$4,972iApproximate average salary by contribution assumption: employee only about $124,298 at 4% or $82,865 at 6%; with 50% employer match about $82,865 at 4% or $55,243 at 6%; with 100% employer match about $62,149 at 4% or $41,433 at 6%.
2020123$1,140,602$110,859$4,820iApproximate average salary by contribution assumption: employee only about $120,499 at 4% or $80,333 at 6%; with 50% employer match about $80,333 at 4% or $53,555 at 6%; with 100% employer match about $60,249 at 4% or $40,166 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-23$1,140,602$110,859$4,820iApproximate average salary by contribution assumption: employee only about $120,499 at 4% or $80,333 at 6%; with 50% employer match about $80,333 at 4% or $53,555 at 6%; with 100% employer match about $60,249 at 4% or $40,166 at 6%.
2019125$923,082$110,804$4,432iApproximate average salary by contribution assumption: employee only about $110,804 at 4% or $73,869 at 6%; with 50% employer match about $73,869 at 4% or $49,246 at 6%; with 100% employer match about $55,402 at 4% or $36,935 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-25$923,082$110,804$4,432iApproximate average salary by contribution assumption: employee only about $110,804 at 4% or $73,869 at 6%; with 50% employer match about $73,869 at 4% or $49,246 at 6%; with 100% employer match about $55,402 at 4% or $36,935 at 6%.
2018123$694,456$97,003$4,218iApproximate average salary by contribution assumption: employee only about $105,438 at 4% or $70,292 at 6%; with 50% employer match about $70,292 at 4% or $46,861 at 6%; with 100% employer match about $52,719 at 4% or $35,146 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-23$694,456$97,003$4,218iApproximate average salary by contribution assumption: employee only about $105,438 at 4% or $70,292 at 6%; with 50% employer match about $70,292 at 4% or $46,861 at 6%; with 100% employer match about $52,719 at 4% or $35,146 at 6%.
2017120$677,588$80,544$4,027iApproximate average salary by contribution assumption: employee only about $100,680 at 4% or $67,120 at 6%; with 50% employer match about $67,120 at 4% or $44,747 at 6%; with 100% employer match about $50,340 at 4% or $33,560 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-20$677,588$80,544$4,027iApproximate average salary by contribution assumption: employee only about $100,680 at 4% or $67,120 at 6%; with 50% employer match about $67,120 at 4% or $44,747 at 6%; with 100% employer match about $50,340 at 4% or $33,560 at 6%.
2016120$536,719$79,348$3,967iApproximate average salary by contribution assumption: employee only about $99,185 at 4% or $66,123 at 6%; with 50% employer match about $66,123 at 4% or $44,082 at 6%; with 100% employer match about $49,593 at 4% or $33,062 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-20$536,719$79,348$3,967iApproximate average salary by contribution assumption: employee only about $99,185 at 4% or $66,123 at 6%; with 50% employer match about $66,123 at 4% or $44,082 at 6%; with 100% employer match about $49,593 at 4% or $33,062 at 6%.
2015118$425,061$74,386$4,133iApproximate average salary by contribution assumption: employee only about $103,314 at 4% or $68,876 at 6%; with 50% employer match about $68,876 at 4% or $45,917 at 6%; with 100% employer match about $51,657 at 4% or $34,438 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-18$425,061$74,386$4,133iApproximate average salary by contribution assumption: employee only about $103,314 at 4% or $68,876 at 6%; with 50% employer match about $68,876 at 4% or $45,917 at 6%; with 100% employer match about $51,657 at 4% or $34,438 at 6%.
2014118$386,326$66,958$3,720iApproximate average salary by contribution assumption: employee only about $92,997 at 4% or $61,998 at 6%; with 50% employer match about $61,998 at 4% or $41,332 at 6%; with 100% employer match about $46,499 at 4% or $30,999 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-18$386,326$66,958$3,720iApproximate average salary by contribution assumption: employee only about $92,997 at 4% or $61,998 at 6%; with 50% employer match about $61,998 at 4% or $41,332 at 6%; with 100% employer match about $46,499 at 4% or $30,999 at 6%.
2013115$315,681$64,512$4,301iApproximate average salary by contribution assumption: employee only about $107,520 at 4% or $71,680 at 6%; with 50% employer match about $71,680 at 4% or $47,787 at 6%; with 100% employer match about $53,760 at 4% or $35,840 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-15$315,681$64,512$4,301iApproximate average salary by contribution assumption: employee only about $107,520 at 4% or $71,680 at 6%; with 50% employer match about $71,680 at 4% or $47,787 at 6%; with 100% employer match about $53,760 at 4% or $35,840 at 6%.
201218$239,321$52,339$6,542iApproximate average salary by contribution assumption: employee only about $163,559 at 4% or $109,040 at 6%; with 50% employer match about $109,040 at 4% or $72,693 at 6%; with 100% employer match about $81,780 at 4% or $54,520 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-8$239,321$52,339$6,542iApproximate average salary by contribution assumption: employee only about $163,559 at 4% or $109,040 at 6%; with 50% employer match about $109,040 at 4% or $72,693 at 6%; with 100% employer match about $81,780 at 4% or $54,520 at 6%.
2011111$194,259$57,031$5,185iApproximate average salary by contribution assumption: employee only about $129,616 at 4% or $86,411 at 6%; with 50% employer match about $86,411 at 4% or $57,607 at 6%; with 100% employer match about $64,808 at 4% or $43,205 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-11$194,259$57,031$5,185iApproximate average salary by contribution assumption: employee only about $129,616 at 4% or $86,411 at 6%; with 50% employer match about $86,411 at 4% or $57,607 at 6%; with 100% employer match about $64,808 at 4% or $43,205 at 6%.
2010122$149,989$21,414$973iApproximate average salary by contribution assumption: employee only about $24,334 at 4% or $16,223 at 6%; with 50% employer match about $16,223 at 4% or $10,815 at 6%; with 100% employer match about $12,167 at 4% or $8,111 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-22$149,989$21,414$973iApproximate average salary by contribution assumption: employee only about $24,334 at 4% or $16,223 at 6%; with 50% employer match about $16,223 at 4% or $10,815 at 6%; with 100% employer match about $12,167 at 4% or $8,111 at 6%.
200918$110,659$20,272$2,534iApproximate average salary by contribution assumption: employee only about $63,350 at 4% or $42,233 at 6%; with 50% employer match about $42,233 at 4% or $28,156 at 6%; with 100% employer match about $31,675 at 4% or $21,117 at 6%.
APEX ASSET MANAGEMENT, LLC 401(K)PLAN-8$110,659$20,272$2,534iApproximate average salary by contribution assumption: employee only about $63,350 at 4% or $42,233 at 6%; with 50% employer match about $42,233 at 4% or $28,156 at 6%; with 100% employer match about $31,675 at 4% or $21,117 at 6%.
2008115$67,125$22,899$1,527iApproximate average salary by contribution assumption: employee only about $38,165 at 4% or $25,443 at 6%; with 50% employer match about $25,443 at 4% or $16,962 at 6%; with 100% employer match about $19,083 at 4% or $12,722 at 6%.
APEX ASSET MANAGEMENT, LLC 401K PLAN-15$67,125$22,899$1,527iApproximate average salary by contribution assumption: employee only about $38,165 at 4% or $25,443 at 6%; with 50% employer match about $25,443 at 4% or $16,962 at 6%; with 100% employer match about $19,083 at 4% or $12,722 at 6%.
2007112$96,060$37,071$3,089iApproximate average salary by contribution assumption: employee only about $77,231 at 4% or $51,488 at 6%; with 50% employer match about $51,488 at 4% or $34,325 at 6%; with 100% employer match about $38,616 at 4% or $25,744 at 6%.
APEX ASSET MANAGEMENT, LLC 401K PLAN-12$96,060$37,071$3,089iApproximate average salary by contribution assumption: employee only about $77,231 at 4% or $51,488 at 6%; with 50% employer match about $51,488 at 4% or $34,325 at 6%; with 100% employer match about $38,616 at 4% or $25,744 at 6%.
2006113$59,333$35,021$2,694iApproximate average salary by contribution assumption: employee only about $67,348 at 4% or $44,899 at 6%; with 50% employer match about $44,899 at 4% or $29,932 at 6%; with 100% employer match about $33,674 at 4% or $22,449 at 6%.
APEX ASSET MANAGEMENT, LLC 401K PLAN-13$59,333$35,021$2,694iApproximate average salary by contribution assumption: employee only about $67,348 at 4% or $44,899 at 6%; with 50% employer match about $44,899 at 4% or $29,932 at 6%; with 100% employer match about $33,674 at 4% or $22,449 at 6%.
2005112$22,373$21,584$1,799iApproximate average salary by contribution assumption: employee only about $44,967 at 4% or $29,978 at 6%; with 50% employer match about $29,978 at 4% or $19,985 at 6%; with 100% employer match about $22,483 at 4% or $14,989 at 6%.
APEX ASSET MANAGEMENT, LLC 401K PLAN-12$22,373$21,584$1,799iApproximate average salary by contribution assumption: employee only about $44,967 at 4% or $29,978 at 6%; with 50% employer match about $29,978 at 4% or $19,985 at 6%; with 100% employer match about $22,483 at 4% or $14,989 at 6%.