Atchley Financial Group Inc.
Plan context: Atchley Financial Group Inc. 401(K) Plan
EIN 95-4834932 • Coeur D Alene, ID • 17 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,226,272
2025 Contributions
$138,835
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 | 6 | $1,226,272 | $138,835 | $23,139iApproximate average salary by contribution assumption: employee only about $578,479 at 4% or $385,653 at 6%; with 50% employer match about $385,653 at 4% or $257,102 at 6%; with 100% employer match about $289,240 at 4% or $192,826 at 6%. |
| Atchley Financial Group Inc. 401(K) Plan | - | 6 | $1,226,272 | $138,835 | $23,139iApproximate average salary by contribution assumption: employee only about $578,479 at 4% or $385,653 at 6%; with 50% employer match about $385,653 at 4% or $257,102 at 6%; with 100% employer match about $289,240 at 4% or $192,826 at 6%. |
| 2024 | 1 | 7 | $1,265,270 | $157,481 | $22,497iApproximate average salary by contribution assumption: employee only about $562,432 at 4% or $374,955 at 6%; with 50% employer match about $374,955 at 4% or $249,970 at 6%; with 100% employer match about $281,216 at 4% or $187,477 at 6%. |
| Atchley Financial Group Inc. 401(K) Plan | - | 7 | $1,265,270 | $157,481 | $22,497iApproximate average salary by contribution assumption: employee only about $562,432 at 4% or $374,955 at 6%; with 50% employer match about $374,955 at 4% or $249,970 at 6%; with 100% employer match about $281,216 at 4% or $187,477 at 6%. |
| 2023 | 1 | 7 | $964,857 | $307,145 | $43,878iApproximate average salary by contribution assumption: employee only about $1,096,946 at 4% or $731,298 at 6%; with 50% employer match about $731,298 at 4% or $487,532 at 6%; with 100% employer match about $548,473 at 4% or $365,649 at 6%. |
| Atchley Financial Group Inc. 401(K) Plan | - | 7 | $964,857 | $307,145 | $43,878iApproximate average salary by contribution assumption: employee only about $1,096,946 at 4% or $731,298 at 6%; with 50% employer match about $731,298 at 4% or $487,532 at 6%; with 100% employer match about $548,473 at 4% or $365,649 at 6%. |
| 2022 | 1 | 7 | $657,712 | $788,882 | $112,697iApproximate average salary by contribution assumption: employee only about $2,817,436 at 4% or $1,878,290 at 6%; with 50% employer match about $1,878,290 at 4% or $1,252,194 at 6%; with 100% employer match about $1,408,718 at 4% or $939,145 at 6%. |
| Atchley Financial Group Inc. 401(K) Plan | - | 7 | $657,712 | $788,882 | $112,697iApproximate average salary by contribution assumption: employee only about $2,817,436 at 4% or $1,878,290 at 6%; with 50% employer match about $1,878,290 at 4% or $1,252,194 at 6%; with 100% employer match about $1,408,718 at 4% or $939,145 at 6%. |
| 2011 | 1 | 0 | $0 | $0 | - |
| ATCHLEY FINANCIAL GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2010 | 1 | 4 | $486,084 | $75,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| ATCHLEY FINANCIAL GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $486,084 | $75,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| 2009 | 1 | 4 | $379,500 | $75,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| ATCHLEY FINANCIAL GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $379,500 | $75,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| 2008 | 1 | 4 | $232,427 | $123,617 | $30,904iApproximate average salary by contribution assumption: employee only about $772,606 at 4% or $515,071 at 6%; with 50% employer match about $515,071 at 4% or $343,381 at 6%; with 100% employer match about $386,303 at 4% or $257,535 at 6%. |
| ATCHLEY FINANCIAL GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $232,427 | $123,617 | $30,904iApproximate average salary by contribution assumption: employee only about $772,606 at 4% or $515,071 at 6%; with 50% employer match about $515,071 at 4% or $343,381 at 6%; with 100% employer match about $386,303 at 4% or $257,535 at 6%. |
| 2007 | 2 | 4 | $219,060 | $116,162 | $29,041iApproximate average salary by contribution assumption: employee only about $726,013 at 4% or $484,008 at 6%; with 50% employer match about $484,008 at 4% or $322,672 at 6%; with 100% employer match about $363,006 at 4% or $242,004 at 6%. |
| ATCHLEY FINANCIAL GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $219,060 | $116,162 | $29,041iApproximate average salary by contribution assumption: employee only about $726,013 at 4% or $484,008 at 6%; with 50% employer match about $484,008 at 4% or $322,672 at 6%; with 100% employer match about $363,006 at 4% or $242,004 at 6%. |
| Atchley Financial Group Inc. 401(K) Plan | - | 0 | - | - | - |
| 2006 | 2 | 4 | $369,862 | $101,000 | $25,250iApproximate average salary by contribution assumption: employee only about $631,250 at 4% or $420,833 at 6%; with 50% employer match about $420,833 at 4% or $280,556 at 6%; with 100% employer match about $315,625 at 4% or $210,417 at 6%. |
| Atchley Financial Group Inc. 401(K) Plan | - | 4 | $268,862 | - | - |
| ATCHLEY FINANCIAL GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $101,000 | $101,000 | $33,667iApproximate average salary by contribution assumption: employee only about $841,667 at 4% or $561,111 at 6%; with 50% employer match about $561,111 at 4% or $374,074 at 6%; with 100% employer match about $420,833 at 4% or $280,556 at 6%. |
| 2005 | 1 | 3 | $235,585 | $44,939 | $14,980iApproximate average salary by contribution assumption: employee only about $374,492 at 4% or $249,661 at 6%; with 50% employer match about $249,661 at 4% or $166,441 at 6%; with 100% employer match about $187,246 at 4% or $124,831 at 6%. |
| Atchley Financial Group Inc. 401(K) Plan | - | 3 | $235,585 | $44,939 | $14,980iApproximate average salary by contribution assumption: employee only about $374,492 at 4% or $249,661 at 6%; with 50% employer match about $249,661 at 4% or $166,441 at 6%; with 100% employer match about $187,246 at 4% or $124,831 at 6%. |
| 2004 | 1 | 3 | $182,495 | $42,998 | $14,333iApproximate average salary by contribution assumption: employee only about $358,317 at 4% or $238,878 at 6%; with 50% employer match about $238,878 at 4% or $159,252 at 6%; with 100% employer match about $179,158 at 4% or $119,439 at 6%. |
| Atchley Financial Group Inc. 401(K) Plan | - | 3 | $182,495 | $42,998 | $14,333iApproximate average salary by contribution assumption: employee only about $358,317 at 4% or $238,878 at 6%; with 50% employer match about $238,878 at 4% or $159,252 at 6%; with 100% employer match about $179,158 at 4% or $119,439 at 6%. |
| 2003 | 1 | 2 | $128,310 | $26,250 | $13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%. |
| Atchley Financial Group Inc. 401(K) Plan | - | 2 | $128,310 | $26,250 | $13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%. |
| 2002 | 1 | 4 | $73,052 | $23,000 | $5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%. |
| Atchley Financial Group Inc. 401(K) Plan | - | 4 | $73,052 | $23,000 | $5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Atchley Financial Group Inc. 401(K) Plan | - | 5 | - | - | - |