Civic Intelligence

The Eckroth Planning Group Inc.

Plan context: THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN

EIN 01-0603882 • Naples, FL • 36 filings • 3 plans

2150 Gulf Shore Blvd. No.Suite 711Naples, FL 34102
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,257,376

2024 Contributions

$94,810

Historical Graphs

Total Assets Over Time

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

$4,490,819$2,245,410$0200320142024YearValue
$1,257,376Latest year 2024

Participants Over Time

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

19100200320142024YearValue
11Latest year 2024

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
2024211$1,257,376$94,810$8,619iApproximate average salary by contribution assumption: employee only about $215,477 at 4% or $143,652 at 6%; with 50% employer match about $143,652 at 4% or $95,768 at 6%; with 100% employer match about $107,739 at 4% or $71,826 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-11$1,257,376$94,810$8,619iApproximate average salary by contribution assumption: employee only about $215,477 at 4% or $143,652 at 6%; with 50% employer match about $143,652 at 4% or $95,768 at 6%; with 100% employer match about $107,739 at 4% or $71,826 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-0$0--
2023212$4,046,847$50,256$4,188iApproximate average salary by contribution assumption: employee only about $104,700 at 4% or $69,800 at 6%; with 50% employer match about $69,800 at 4% or $46,533 at 6%; with 100% employer match about $52,350 at 4% or $34,900 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-8$2,982,588--
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-12$1,064,259$50,256$4,188iApproximate average salary by contribution assumption: employee only about $104,700 at 4% or $69,800 at 6%; with 50% employer match about $69,800 at 4% or $46,533 at 6%; with 100% employer match about $52,350 at 4% or $34,900 at 6%.
2022217$3,465,394$294,691$17,335iApproximate average salary by contribution assumption: employee only about $433,369 at 4% or $288,913 at 6%; with 50% employer match about $288,913 at 4% or $192,608 at 6%; with 100% employer match about $216,685 at 4% or $144,456 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-9$2,480,710$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-17$984,684$94,691$5,570iApproximate average salary by contribution assumption: employee only about $139,251 at 4% or $92,834 at 6%; with 50% employer match about $92,834 at 4% or $61,890 at 6%; with 100% employer match about $69,626 at 4% or $46,417 at 6%.
2021217$4,490,819$346,636$20,390iApproximate average salary by contribution assumption: employee only about $509,759 at 4% or $339,839 at 6%; with 50% employer match about $339,839 at 4% or $226,559 at 6%; with 100% employer match about $254,879 at 4% or $169,920 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-9$2,798,018$259,596$28,844iApproximate average salary by contribution assumption: employee only about $721,100 at 4% or $480,733 at 6%; with 50% employer match about $480,733 at 4% or $320,489 at 6%; with 100% employer match about $360,550 at 4% or $240,367 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-17$1,692,801$87,040$5,120iApproximate average salary by contribution assumption: employee only about $128,000 at 4% or $85,333 at 6%; with 50% employer match about $85,333 at 4% or $56,889 at 6%; with 100% employer match about $64,000 at 4% or $42,667 at 6%.
2020217$4,004,744$333,444$19,614iApproximate average salary by contribution assumption: employee only about $490,359 at 4% or $326,906 at 6%; with 50% employer match about $326,906 at 4% or $217,937 at 6%; with 100% employer match about $245,179 at 4% or $163,453 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-9$2,550,227$234,208$26,023iApproximate average salary by contribution assumption: employee only about $650,578 at 4% or $433,719 at 6%; with 50% employer match about $433,719 at 4% or $289,146 at 6%; with 100% employer match about $325,289 at 4% or $216,859 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-17$1,454,517$99,236$5,837iApproximate average salary by contribution assumption: employee only about $145,935 at 4% or $97,290 at 6%; with 50% employer match about $97,290 at 4% or $64,860 at 6%; with 100% employer match about $72,968 at 4% or $48,645 at 6%.
2019212$4,203,551$306,691$25,558iApproximate average salary by contribution assumption: employee only about $638,940 at 4% or $425,960 at 6%; with 50% employer match about $425,960 at 4% or $283,973 at 6%; with 100% employer match about $319,470 at 4% or $212,980 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-9$2,248,163$187,748$20,861iApproximate average salary by contribution assumption: employee only about $521,522 at 4% or $347,681 at 6%; with 50% employer match about $347,681 at 4% or $231,788 at 6%; with 100% employer match about $260,761 at 4% or $173,841 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-12$1,955,388$118,943$9,912iApproximate average salary by contribution assumption: employee only about $247,798 at 4% or $165,199 at 6%; with 50% employer match about $165,199 at 4% or $110,132 at 6%; with 100% employer match about $123,899 at 4% or $82,599 at 6%.
2018213$3,303,371$368,407$28,339iApproximate average salary by contribution assumption: employee only about $708,475 at 4% or $472,317 at 6%; with 50% employer match about $472,317 at 4% or $314,878 at 6%; with 100% employer match about $354,238 at 4% or $236,158 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-10$1,750,782$261,000$26,100iApproximate average salary by contribution assumption: employee only about $652,500 at 4% or $435,000 at 6%; with 50% employer match about $435,000 at 4% or $290,000 at 6%; with 100% employer match about $326,250 at 4% or $217,500 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-13$1,552,589$107,407$8,262iApproximate average salary by contribution assumption: employee only about $206,552 at 4% or $137,701 at 6%; with 50% employer match about $137,701 at 4% or $91,801 at 6%; with 100% employer match about $103,276 at 4% or $68,851 at 6%.
2017217$3,750,233$181,270$10,663iApproximate average salary by contribution assumption: employee only about $266,574 at 4% or $177,716 at 6%; with 50% employer match about $177,716 at 4% or $118,477 at 6%; with 100% employer match about $133,287 at 4% or $88,858 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-17$2,118,275$97,270$5,722iApproximate average salary by contribution assumption: employee only about $143,044 at 4% or $95,363 at 6%; with 50% employer match about $95,363 at 4% or $63,575 at 6%; with 100% employer match about $71,522 at 4% or $47,681 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-10$1,631,958$84,000$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
2016217$3,140,485$386,233$22,720iApproximate average salary by contribution assumption: employee only about $567,990 at 4% or $378,660 at 6%; with 50% employer match about $378,660 at 4% or $252,440 at 6%; with 100% employer match about $283,995 at 4% or $189,330 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-17$1,776,295$99,233$5,837iApproximate average salary by contribution assumption: employee only about $145,931 at 4% or $97,287 at 6%; with 50% employer match about $97,287 at 4% or $64,858 at 6%; with 100% employer match about $72,965 at 4% or $48,644 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-11$1,364,190$287,000$26,091iApproximate average salary by contribution assumption: employee only about $652,273 at 4% or $434,848 at 6%; with 50% employer match about $434,848 at 4% or $289,899 at 6%; with 100% employer match about $326,136 at 4% or $217,424 at 6%.
2015217$2,701,380$352,364$20,727iApproximate average salary by contribution assumption: employee only about $518,182 at 4% or $345,455 at 6%; with 50% employer match about $345,455 at 4% or $230,303 at 6%; with 100% employer match about $259,091 at 4% or $172,727 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-17$1,649,042$125,909$7,406iApproximate average salary by contribution assumption: employee only about $185,160 at 4% or $123,440 at 6%; with 50% employer match about $123,440 at 4% or $82,293 at 6%; with 100% employer match about $92,580 at 4% or $61,720 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-14$1,052,338$226,455$16,175iApproximate average salary by contribution assumption: employee only about $404,384 at 4% or $269,589 at 6%; with 50% employer match about $269,589 at 4% or $179,726 at 6%; with 100% employer match about $202,192 at 4% or $134,795 at 6%.
2014219$2,409,891$332,088$17,478iApproximate average salary by contribution assumption: employee only about $436,958 at 4% or $291,305 at 6%; with 50% employer match about $291,305 at 4% or $194,204 at 6%; with 100% employer match about $218,479 at 4% or $145,653 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-19$1,559,644$140,451$7,392iApproximate average salary by contribution assumption: employee only about $184,804 at 4% or $123,203 at 6%; with 50% employer match about $123,203 at 4% or $82,135 at 6%; with 100% employer match about $92,402 at 4% or $61,601 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-13$850,247$191,637$14,741iApproximate average salary by contribution assumption: employee only about $368,533 at 4% or $245,688 at 6%; with 50% employer match about $245,688 at 4% or $163,792 at 6%; with 100% employer match about $184,266 at 4% or $122,844 at 6%.
2013216$2,041,967$373,627$23,352iApproximate average salary by contribution assumption: employee only about $583,792 at 4% or $389,195 at 6%; with 50% employer match about $389,195 at 4% or $259,463 at 6%; with 100% employer match about $291,896 at 4% or $194,597 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-16$1,366,729$134,362$8,398iApproximate average salary by contribution assumption: employee only about $209,941 at 4% or $139,960 at 6%; with 50% employer match about $139,960 at 4% or $93,307 at 6%; with 100% employer match about $104,970 at 4% or $69,980 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-12$675,238$239,265$19,939iApproximate average salary by contribution assumption: employee only about $498,469 at 4% or $332,313 at 6%; with 50% employer match about $332,313 at 4% or $221,542 at 6%; with 100% employer match about $249,234 at 4% or $166,156 at 6%.
2012216$1,489,242$330,922$20,683iApproximate average salary by contribution assumption: employee only about $517,066 at 4% or $344,710 at 6%; with 50% employer match about $344,710 at 4% or $229,807 at 6%; with 100% employer match about $258,533 at 4% or $172,355 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-16$1,072,709$130,922$8,183iApproximate average salary by contribution assumption: employee only about $204,566 at 4% or $136,377 at 6%; with 50% employer match about $136,377 at 4% or $90,918 at 6%; with 100% employer match about $102,283 at 4% or $68,189 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-12$416,533$200,000$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%.
2011214$1,030,676$341,470$24,391iApproximate average salary by contribution assumption: employee only about $609,768 at 4% or $406,512 at 6%; with 50% employer match about $406,512 at 4% or $271,008 at 6%; with 100% employer match about $304,884 at 4% or $203,256 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-14$823,962$134,067$9,576iApproximate average salary by contribution assumption: employee only about $239,405 at 4% or $159,604 at 6%; with 50% employer match about $159,604 at 4% or $106,402 at 6%; with 100% employer match about $119,703 at 4% or $79,802 at 6%.
The Eckroth Planning Group Inc. Cash Balance Pension Plan & Trust-9$206,714$207,403$23,045iApproximate average salary by contribution assumption: employee only about $576,119 at 4% or $384,080 at 6%; with 50% employer match about $384,080 at 4% or $256,053 at 6%; with 100% employer match about $288,060 at 4% or $192,040 at 6%.
2010115$853,852$98,674$6,578iApproximate average salary by contribution assumption: employee only about $164,457 at 4% or $109,638 at 6%; with 50% employer match about $109,638 at 4% or $73,092 at 6%; with 100% employer match about $82,228 at 4% or $54,819 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-15$853,852$98,674$6,578iApproximate average salary by contribution assumption: employee only about $164,457 at 4% or $109,638 at 6%; with 50% employer match about $109,638 at 4% or $73,092 at 6%; with 100% employer match about $82,228 at 4% or $54,819 at 6%.
2009115$676,518$93,987$6,266iApproximate average salary by contribution assumption: employee only about $156,645 at 4% or $104,430 at 6%; with 50% employer match about $104,430 at 4% or $69,620 at 6%; with 100% employer match about $78,323 at 4% or $52,215 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN-15$676,518$93,987$6,266iApproximate average salary by contribution assumption: employee only about $156,645 at 4% or $104,430 at 6%; with 50% employer match about $104,430 at 4% or $69,620 at 6%; with 100% employer match about $78,323 at 4% or $52,215 at 6%.
2008112$513,110$108,175$9,015iApproximate average salary by contribution assumption: employee only about $225,365 at 4% or $150,243 at 6%; with 50% employer match about $150,243 at 4% or $100,162 at 6%; with 100% employer match about $112,682 at 4% or $75,122 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401K PROFIT SHARING PLAN-12$513,110$108,175$9,015iApproximate average salary by contribution assumption: employee only about $225,365 at 4% or $150,243 at 6%; with 50% employer match about $150,243 at 4% or $100,162 at 6%; with 100% employer match about $112,682 at 4% or $75,122 at 6%.
200718$637,669$323,011$40,376iApproximate average salary by contribution assumption: employee only about $1,009,409 at 4% or $672,940 at 6%; with 50% employer match about $672,940 at 4% or $448,626 at 6%; with 100% employer match about $504,705 at 4% or $336,470 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401K PROFIT SHARING PLAN-8$637,669$323,011$40,376iApproximate average salary by contribution assumption: employee only about $1,009,409 at 4% or $672,940 at 6%; with 50% employer match about $672,940 at 4% or $448,626 at 6%; with 100% employer match about $504,705 at 4% or $336,470 at 6%.
200619$289,335$93,655$10,406iApproximate average salary by contribution assumption: employee only about $260,153 at 4% or $173,435 at 6%; with 50% employer match about $173,435 at 4% or $115,623 at 6%; with 100% employer match about $130,076 at 4% or $86,718 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401K PROFIT SHARING PLAN-9$289,335$93,655$10,406iApproximate average salary by contribution assumption: employee only about $260,153 at 4% or $173,435 at 6%; with 50% employer match about $173,435 at 4% or $115,623 at 6%; with 100% employer match about $130,076 at 4% or $86,718 at 6%.
200515$166,948$75,785$15,157iApproximate average salary by contribution assumption: employee only about $378,925 at 4% or $252,617 at 6%; with 50% employer match about $252,617 at 4% or $168,411 at 6%; with 100% employer match about $189,463 at 4% or $126,308 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401K PROFIT SHARING PLAN-5$166,948$75,785$15,157iApproximate average salary by contribution assumption: employee only about $378,925 at 4% or $252,617 at 6%; with 50% employer match about $252,617 at 4% or $168,411 at 6%; with 100% employer match about $189,463 at 4% or $126,308 at 6%.
200413$80,030$46,050$15,350iApproximate average salary by contribution assumption: employee only about $383,750 at 4% or $255,833 at 6%; with 50% employer match about $255,833 at 4% or $170,556 at 6%; with 100% employer match about $191,875 at 4% or $127,917 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401K PROFIT SHARING PLAN-3$80,030$46,050$15,350iApproximate average salary by contribution assumption: employee only about $383,750 at 4% or $255,833 at 6%; with 50% employer match about $255,833 at 4% or $170,556 at 6%; with 100% employer match about $191,875 at 4% or $127,917 at 6%.
200312$32,025$32,025$16,013iApproximate average salary by contribution assumption: employee only about $400,313 at 4% or $266,875 at 6%; with 50% employer match about $266,875 at 4% or $177,917 at 6%; with 100% employer match about $200,156 at 4% or $133,438 at 6%.
THE ECKROTH PLANNING GROUP, INC. 401K PROFIT SHARING PLAN-2$32,025$32,025$16,013iApproximate average salary by contribution assumption: employee only about $400,313 at 4% or $266,875 at 6%; with 50% employer match about $266,875 at 4% or $177,917 at 6%; with 100% employer match about $200,156 at 4% or $133,438 at 6%.