Aptus Financial
Plan context: Aptus Financial 401(K) Plan
EIN 85-4043378 • Little Rock, AR • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$1,548,734
2025 Contributions
$412,780
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 | 14 | $1,548,734 | $412,780 | $29,484iApproximate average salary by contribution assumption: employee only about $737,107 at 4% or $491,405 at 6%; with 50% employer match about $491,405 at 4% or $327,603 at 6%; with 100% employer match about $368,554 at 4% or $245,702 at 6%. |
| Aptus Financial 401(K) Plan | - | 14 | $1,548,734 | $412,780 | $29,484iApproximate average salary by contribution assumption: employee only about $737,107 at 4% or $491,405 at 6%; with 50% employer match about $491,405 at 4% or $327,603 at 6%; with 100% employer match about $368,554 at 4% or $245,702 at 6%. |
| 2024 | 1 | 11 | $1,418,345 | $727,769 | $66,161iApproximate average salary by contribution assumption: employee only about $1,654,020 at 4% or $1,102,680 at 6%; with 50% employer match about $1,102,680 at 4% or $735,120 at 6%; with 100% employer match about $827,010 at 4% or $551,340 at 6%. |
| Aptus Financial 401(K) Plan | - | 11 | $1,418,345 | $727,769 | $66,161iApproximate average salary by contribution assumption: employee only about $1,654,020 at 4% or $1,102,680 at 6%; with 50% employer match about $1,102,680 at 4% or $735,120 at 6%; with 100% employer match about $827,010 at 4% or $551,340 at 6%. |
| 2023 | 1 | 8 | $592,744 | $214,658 | $26,832iApproximate average salary by contribution assumption: employee only about $670,806 at 4% or $447,204 at 6%; with 50% employer match about $447,204 at 4% or $298,136 at 6%; with 100% employer match about $335,403 at 4% or $223,602 at 6%. |
| Aptus Financial 401(K) Plan | - | 8 | $592,744 | $214,658 | $26,832iApproximate average salary by contribution assumption: employee only about $670,806 at 4% or $447,204 at 6%; with 50% employer match about $447,204 at 4% or $298,136 at 6%; with 100% employer match about $335,403 at 4% or $223,602 at 6%. |
| 2022 | 1 | 11 | $972,095 | $187,845 | $17,077iApproximate average salary by contribution assumption: employee only about $426,920 at 4% or $284,614 at 6%; with 50% employer match about $284,614 at 4% or $189,742 at 6%; with 100% employer match about $213,460 at 4% or $142,307 at 6%. |
| Aptus Financial 401(K) Plan | - | 11 | $972,095 | $187,845 | $17,077iApproximate average salary by contribution assumption: employee only about $426,920 at 4% or $284,614 at 6%; with 50% employer match about $284,614 at 4% or $189,742 at 6%; with 100% employer match about $213,460 at 4% or $142,307 at 6%. |
| 2021 | 1 | 6 | $972,319 | $843,182 | $140,530iApproximate average salary by contribution assumption: employee only about $3,513,258 at 4% or $2,342,172 at 6%; with 50% employer match about $2,342,172 at 4% or $1,561,448 at 6%; with 100% employer match about $1,756,629 at 4% or $1,171,086 at 6%. |
| Aptus Financial 401(K) Plan | - | 6 | $972,319 | $843,182 | $140,530iApproximate average salary by contribution assumption: employee only about $3,513,258 at 4% or $2,342,172 at 6%; with 50% employer match about $2,342,172 at 4% or $1,561,448 at 6%; with 100% employer match about $1,756,629 at 4% or $1,171,086 at 6%. |