Affiliated Capital Resources
Plan context: Affiliated Capital Resources 401(K) Profit Sharing Plan
EIN 95-4350248 • 27 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$4,663,113
2024 Contributions
$1,650
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $4,663,113 | $1,650 | $825iApproximate average salary by contribution assumption: employee only about $20,625 at 4% or $13,750 at 6%; with 50% employer match about $13,750 at 4% or $9,167 at 6%; with 100% employer match about $10,313 at 4% or $6,875 at 6%. |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | - | 2 | $4,663,113 | $1,650 | $825iApproximate average salary by contribution assumption: employee only about $20,625 at 4% or $13,750 at 6%; with 50% employer match about $13,750 at 4% or $9,167 at 6%; with 100% employer match about $10,313 at 4% or $6,875 at 6%. |
| 2023 | 1 | 2 | $4,243,971 | $7,500 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | - | 2 | $4,243,971 | $7,500 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2022 | 1 | 2 | $3,819,043 | $58,270 | $29,135iApproximate average salary by contribution assumption: employee only about $728,375 at 4% or $485,583 at 6%; with 50% employer match about $485,583 at 4% or $323,722 at 6%; with 100% employer match about $364,188 at 4% or $242,792 at 6%. |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | - | 2 | $3,819,043 | $58,270 | $29,135iApproximate average salary by contribution assumption: employee only about $728,375 at 4% or $485,583 at 6%; with 50% employer match about $485,583 at 4% or $323,722 at 6%; with 100% employer match about $364,188 at 4% or $242,792 at 6%. |
| 2021 | 1 | 2 | $4,070,107 | $61,283 | $30,642iApproximate average salary by contribution assumption: employee only about $766,038 at 4% or $510,692 at 6%; with 50% employer match about $510,692 at 4% or $340,461 at 6%; with 100% employer match about $383,019 at 4% or $255,346 at 6%. |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | - | 2 | $4,070,107 | $61,283 | $30,642iApproximate average salary by contribution assumption: employee only about $766,038 at 4% or $510,692 at 6%; with 50% employer match about $510,692 at 4% or $340,461 at 6%; with 100% employer match about $383,019 at 4% or $255,346 at 6%. |
| 2020 | 1 | 2 | $3,709,072 | $61,000 | $30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%. |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | - | 2 | $3,709,072 | $61,000 | $30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%. |
| 2019 | 1 | 2 | $3,401,697 | $36,380 | $18,190iApproximate average salary by contribution assumption: employee only about $454,750 at 4% or $303,167 at 6%; with 50% employer match about $303,167 at 4% or $202,111 at 6%; with 100% employer match about $227,375 at 4% or $151,583 at 6%. |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | - | 2 | $3,401,697 | $36,380 | $18,190iApproximate average salary by contribution assumption: employee only about $454,750 at 4% or $303,167 at 6%; with 50% employer match about $303,167 at 4% or $202,111 at 6%; with 100% employer match about $227,375 at 4% or $151,583 at 6%. |
| 2018 | 1 | 2 | $3,057,313 | $18,325 | $9,163iApproximate average salary by contribution assumption: employee only about $229,063 at 4% or $152,708 at 6%; with 50% employer match about $152,708 at 4% or $101,806 at 6%; with 100% employer match about $114,531 at 4% or $76,354 at 6%. |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | - | 2 | $3,057,313 | $18,325 | $9,163iApproximate average salary by contribution assumption: employee only about $229,063 at 4% or $152,708 at 6%; with 50% employer match about $152,708 at 4% or $101,806 at 6%; with 100% employer match about $114,531 at 4% or $76,354 at 6%. |
| 2017 | 1 | 2 | $3,061,784 | $89,205 | $44,603iApproximate average salary by contribution assumption: employee only about $1,115,063 at 4% or $743,375 at 6%; with 50% employer match about $743,375 at 4% or $495,583 at 6%; with 100% employer match about $557,531 at 4% or $371,688 at 6%. |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | - | 2 | $3,061,784 | $89,205 | $44,603iApproximate average salary by contribution assumption: employee only about $1,115,063 at 4% or $743,375 at 6%; with 50% employer match about $743,375 at 4% or $495,583 at 6%; with 100% employer match about $557,531 at 4% or $371,688 at 6%. |
| 2016 | 1 | 2 | $2,768,871 | $33,750 | $16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%. |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | - | 2 | $2,768,871 | $33,750 | $16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%. |
| 2015 | 1 | 2 | $2,610,429 | $79,500 | $39,750iApproximate average salary by contribution assumption: employee only about $993,750 at 4% or $662,500 at 6%; with 50% employer match about $662,500 at 4% or $441,667 at 6%; with 100% employer match about $496,875 at 4% or $331,250 at 6%. |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | - | 2 | $2,610,429 | $79,500 | $39,750iApproximate average salary by contribution assumption: employee only about $993,750 at 4% or $662,500 at 6%; with 50% employer match about $662,500 at 4% or $441,667 at 6%; with 100% employer match about $496,875 at 4% or $331,250 at 6%. |
| 2014 | 1 | 2 | $2,810,315 | $779,615 | $389,808iApproximate average salary by contribution assumption: employee only about $9,745,188 at 4% or $6,496,792 at 6%; with 50% employer match about $6,496,792 at 4% or $4,331,194 at 6%; with 100% employer match about $4,872,594 at 4% or $3,248,396 at 6%. |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | - | 2 | $2,810,315 | $779,615 | $389,808iApproximate average salary by contribution assumption: employee only about $9,745,188 at 4% or $6,496,792 at 6%; with 50% employer match about $6,496,792 at 4% or $4,331,194 at 6%; with 100% employer match about $4,872,594 at 4% or $3,248,396 at 6%. |
| 2013 | 2 | 3 | $2,012,151 | $2,004,391 | $668,130iApproximate average salary by contribution assumption: employee only about $16,703,258 at 4% or $11,135,506 at 6%; with 50% employer match about $11,135,506 at 4% or $7,423,670 at 6%; with 100% employer match about $8,351,629 at 4% or $5,567,753 at 6%. |
| Affiliated Capital Resources 401(K) Profit Sharing Plan | - | 3 | $2,012,151 | $2,004,391 | $668,130iApproximate average salary by contribution assumption: employee only about $16,703,258 at 4% or $11,135,506 at 6%; with 50% employer match about $11,135,506 at 4% or $7,423,670 at 6%; with 100% employer match about $8,351,629 at 4% or $5,567,753 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2012 | 1 | 3 | $2,572,762 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 3 | $2,572,762 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2011 | 1 | 3 | $2,586,461 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 3 | $2,586,461 | $55,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2010 | 1 | 3 | $2,672,048 | $57,031 | $19,010iApproximate average salary by contribution assumption: employee only about $475,258 at 4% or $316,839 at 6%; with 50% employer match about $316,839 at 4% or $211,226 at 6%; with 100% employer match about $237,629 at 4% or $158,419 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 3 | $2,672,048 | $57,031 | $19,010iApproximate average salary by contribution assumption: employee only about $475,258 at 4% or $316,839 at 6%; with 50% employer match about $316,839 at 4% or $211,226 at 6%; with 100% employer match about $237,629 at 4% or $158,419 at 6%. |
| 2009 | 1 | 3 | $2,423,216 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 3 | $2,423,216 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2008 | 1 | 3 | $2,175,498 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 3 | $2,175,498 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2006 | 1 | 4 | $1,486,959 | $168,122 | $42,031iApproximate average salary by contribution assumption: employee only about $1,050,763 at 4% or $700,508 at 6%; with 50% employer match about $700,508 at 4% or $467,006 at 6%; with 100% employer match about $525,381 at 4% or $350,254 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 4 | $1,486,959 | $168,122 | $42,031iApproximate average salary by contribution assumption: employee only about $1,050,763 at 4% or $700,508 at 6%; with 50% employer match about $700,508 at 4% or $467,006 at 6%; with 100% employer match about $525,381 at 4% or $350,254 at 6%. |
| 2005 | 1 | 4 | $1,400,677 | $294,012 | $73,503iApproximate average salary by contribution assumption: employee only about $1,837,575 at 4% or $1,225,050 at 6%; with 50% employer match about $1,225,050 at 4% or $816,700 at 6%; with 100% employer match about $918,788 at 4% or $612,525 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 4 | $1,400,677 | $294,012 | $73,503iApproximate average salary by contribution assumption: employee only about $1,837,575 at 4% or $1,225,050 at 6%; with 50% employer match about $1,225,050 at 4% or $816,700 at 6%; with 100% employer match about $918,788 at 4% or $612,525 at 6%. |
| 2004 | 1 | 4 | $1,251,472 | $284,463 | $71,116iApproximate average salary by contribution assumption: employee only about $1,777,894 at 4% or $1,185,263 at 6%; with 50% employer match about $1,185,263 at 4% or $790,175 at 6%; with 100% employer match about $888,947 at 4% or $592,631 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 4 | $1,251,472 | $284,463 | $71,116iApproximate average salary by contribution assumption: employee only about $1,777,894 at 4% or $1,185,263 at 6%; with 50% employer match about $1,185,263 at 4% or $790,175 at 6%; with 100% employer match about $888,947 at 4% or $592,631 at 6%. |
| 2003 | 1 | 4 | $1,009,014 | $316,222 | $79,056iApproximate average salary by contribution assumption: employee only about $1,976,388 at 4% or $1,317,592 at 6%; with 50% employer match about $1,317,592 at 4% or $878,394 at 6%; with 100% employer match about $988,194 at 4% or $658,796 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 4 | $1,009,014 | $316,222 | $79,056iApproximate average salary by contribution assumption: employee only about $1,976,388 at 4% or $1,317,592 at 6%; with 50% employer match about $1,317,592 at 4% or $878,394 at 6%; with 100% employer match about $988,194 at 4% or $658,796 at 6%. |
| 2002 | 1 | 4 | $676,784 | $319,041 | $79,760iApproximate average salary by contribution assumption: employee only about $1,994,006 at 4% or $1,329,338 at 6%; with 50% employer match about $1,329,338 at 4% or $886,225 at 6%; with 100% employer match about $997,003 at 4% or $664,669 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 4 | $676,784 | $319,041 | $79,760iApproximate average salary by contribution assumption: employee only about $1,994,006 at 4% or $1,329,338 at 6%; with 50% employer match about $1,329,338 at 4% or $886,225 at 6%; with 100% employer match about $997,003 at 4% or $664,669 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $517,247 | $101,873 | $33,958iApproximate average salary by contribution assumption: employee only about $848,942 at 4% or $565,961 at 6%; with 50% employer match about $565,961 at 4% or $377,307 at 6%; with 100% employer match about $424,471 at 4% or $282,981 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 3 | $517,247 | $101,873 | $33,958iApproximate average salary by contribution assumption: employee only about $848,942 at 4% or $565,961 at 6%; with 50% employer match about $565,961 at 4% or $377,307 at 6%; with 100% employer match about $424,471 at 4% or $282,981 at 6%. |
| 1999 | 1 | 2 | $462,866 | $75,596 | $37,798iApproximate average salary by contribution assumption: employee only about $944,950 at 4% or $629,967 at 6%; with 50% employer match about $629,967 at 4% or $419,978 at 6%; with 100% employer match about $472,475 at 4% or $314,983 at 6%. |
| Affiliated Capital Resources Defined Benefit Pension Plan | - | 2 | $462,866 | $75,596 | $37,798iApproximate average salary by contribution assumption: employee only about $944,950 at 4% or $629,967 at 6%; with 50% employer match about $629,967 at 4% or $419,978 at 6%; with 100% employer match about $472,475 at 4% or $314,983 at 6%. |