Civic Intelligence

American Funding Exchange

Plan context: American Funding Exchange Inc 401K Profit Sharing Plan

EIN 86-0706685 • 8 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

7

2007 Assets

$100,018

2007 Contributions

$12,511

Historical Graphs

Total Assets Over Time

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

$160,141$80,071$0200020032006YearValue
$100,018Latest year 2006

Participants Over Time

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

950200020032006YearValue
7Latest year 2006

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
200710$0$0-
American Funding Exchange Inc 401K Profit Sharing Plan-0---
200617$100,018$12,511$1,787iApproximate average salary by contribution assumption: employee only about $44,682 at 4% or $29,788 at 6%; with 50% employer match about $29,788 at 4% or $19,859 at 6%; with 100% employer match about $22,341 at 4% or $14,894 at 6%.
American Funding Exchange Inc 401K Profit Sharing Plan-7$100,018$12,511$1,787iApproximate average salary by contribution assumption: employee only about $44,682 at 4% or $29,788 at 6%; with 50% employer match about $29,788 at 4% or $19,859 at 6%; with 100% employer match about $22,341 at 4% or $14,894 at 6%.
200518$160,141$18,079$2,260iApproximate average salary by contribution assumption: employee only about $56,497 at 4% or $37,665 at 6%; with 50% employer match about $37,665 at 4% or $25,110 at 6%; with 100% employer match about $28,248 at 4% or $18,832 at 6%.
American Funding Exchange Inc 401K Profit Sharing Plan-8$160,141$18,079$2,260iApproximate average salary by contribution assumption: employee only about $56,497 at 4% or $37,665 at 6%; with 50% employer match about $37,665 at 4% or $25,110 at 6%; with 100% employer match about $28,248 at 4% or $18,832 at 6%.
200418$131,148$9,348$1,169iApproximate average salary by contribution assumption: employee only about $29,213 at 4% or $19,475 at 6%; with 50% employer match about $19,475 at 4% or $12,983 at 6%; with 100% employer match about $14,606 at 4% or $9,738 at 6%.
American Funding Exchange Inc 401K Profit Sharing Plan-8$131,148$9,348$1,169iApproximate average salary by contribution assumption: employee only about $29,213 at 4% or $19,475 at 6%; with 50% employer match about $19,475 at 4% or $12,983 at 6%; with 100% employer match about $14,606 at 4% or $9,738 at 6%.
200318$107,973$13,826$1,728iApproximate average salary by contribution assumption: employee only about $43,206 at 4% or $28,804 at 6%; with 50% employer match about $28,804 at 4% or $19,203 at 6%; with 100% employer match about $21,603 at 4% or $14,402 at 6%.
American Funding Exchange Inc 401K Profit Sharing Plan-8$107,973$13,826$1,728iApproximate average salary by contribution assumption: employee only about $43,206 at 4% or $28,804 at 6%; with 50% employer match about $28,804 at 4% or $19,203 at 6%; with 100% employer match about $21,603 at 4% or $14,402 at 6%.
200219$76,025$11,357$1,262iApproximate average salary by contribution assumption: employee only about $31,547 at 4% or $21,031 at 6%; with 50% employer match about $21,031 at 4% or $14,021 at 6%; with 100% employer match about $15,774 at 4% or $10,516 at 6%.
American Funding Exchange Inc 401K Profit Sharing Plan-9$76,025$11,357$1,262iApproximate average salary by contribution assumption: employee only about $31,547 at 4% or $21,031 at 6%; with 50% employer match about $21,031 at 4% or $14,021 at 6%; with 100% employer match about $15,774 at 4% or $10,516 at 6%.
200119$72,592$10,097$1,122iApproximate average salary by contribution assumption: employee only about $28,047 at 4% or $18,698 at 6%; with 50% employer match about $18,698 at 4% or $12,465 at 6%; with 100% employer match about $14,024 at 4% or $9,349 at 6%.
American Funding Exchange Inc 401K Profit Sharing Plan-9$72,592$10,097$1,122iApproximate average salary by contribution assumption: employee only about $28,047 at 4% or $18,698 at 6%; with 50% employer match about $18,698 at 4% or $12,465 at 6%; with 100% employer match about $14,024 at 4% or $9,349 at 6%.
200019$98,392$7,509$834iApproximate average salary by contribution assumption: employee only about $20,858 at 4% or $13,906 at 6%; with 50% employer match about $13,906 at 4% or $9,270 at 6%; with 100% employer match about $10,429 at 4% or $6,953 at 6%.
American Funding Exchange Inc 401K Profit Sharing Plan-9$98,392$7,509$834iApproximate average salary by contribution assumption: employee only about $20,858 at 4% or $13,906 at 6%; with 50% employer match about $13,906 at 4% or $9,270 at 6%; with 100% employer match about $10,429 at 4% or $6,953 at 6%.