Civic Intelligence

Secure Planning Inc.

Plan context: Secure Planning Inc. 401K Plan

EIN 02-0443647 • Portsmouth, NH • 26 filings • 3 plans

42 Middle StreetPortsmouth, NH 03801
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,366,643

2024 Contributions

$73,344

Historical Graphs

Total Assets Over Time

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

$1,366,643$683,322$0199920132024YearValue
$1,366,643Latest year 2024

Participants Over Time

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

1050199920122024YearValue
7Latest 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
202417$1,366,643$73,344$10,478iApproximate average salary by contribution assumption: employee only about $261,943 at 4% or $174,629 at 6%; with 50% employer match about $174,629 at 4% or $116,419 at 6%; with 100% employer match about $130,971 at 4% or $87,314 at 6%.
Secure Planning Inc. 401K Plan-7$1,366,643$73,344$10,478iApproximate average salary by contribution assumption: employee only about $261,943 at 4% or $174,629 at 6%; with 50% employer match about $174,629 at 4% or $116,419 at 6%; with 100% employer match about $130,971 at 4% or $87,314 at 6%.
202317$1,176,360$71,374$10,196iApproximate average salary by contribution assumption: employee only about $254,907 at 4% or $169,938 at 6%; with 50% employer match about $169,938 at 4% or $113,292 at 6%; with 100% employer match about $127,454 at 4% or $84,969 at 6%.
Secure Planning Inc. 401K Plan-7$1,176,360$71,374$10,196iApproximate average salary by contribution assumption: employee only about $254,907 at 4% or $169,938 at 6%; with 50% employer match about $169,938 at 4% or $113,292 at 6%; with 100% employer match about $127,454 at 4% or $84,969 at 6%.
202217$998,869$64,014$9,145iApproximate average salary by contribution assumption: employee only about $228,621 at 4% or $152,414 at 6%; with 50% employer match about $152,414 at 4% or $101,610 at 6%; with 100% employer match about $114,311 at 4% or $76,207 at 6%.
Secure Planning Inc. 401K Plan-7$998,869$64,014$9,145iApproximate average salary by contribution assumption: employee only about $228,621 at 4% or $152,414 at 6%; with 50% employer match about $152,414 at 4% or $101,610 at 6%; with 100% employer match about $114,311 at 4% or $76,207 at 6%.
202117$1,069,818$61,168$8,738iApproximate average salary by contribution assumption: employee only about $218,457 at 4% or $145,638 at 6%; with 50% employer match about $145,638 at 4% or $97,092 at 6%; with 100% employer match about $109,229 at 4% or $72,819 at 6%.
Secure Planning Inc. 401K Plan-7$1,069,818$61,168$8,738iApproximate average salary by contribution assumption: employee only about $218,457 at 4% or $145,638 at 6%; with 50% employer match about $145,638 at 4% or $97,092 at 6%; with 100% employer match about $109,229 at 4% or $72,819 at 6%.
202017$879,051$59,400$8,486iApproximate average salary by contribution assumption: employee only about $212,143 at 4% or $141,429 at 6%; with 50% employer match about $141,429 at 4% or $94,286 at 6%; with 100% employer match about $106,071 at 4% or $70,714 at 6%.
Secure Planning Inc. 401K Plan-7$879,051$59,400$8,486iApproximate average salary by contribution assumption: employee only about $212,143 at 4% or $141,429 at 6%; with 50% employer match about $141,429 at 4% or $94,286 at 6%; with 100% employer match about $106,071 at 4% or $70,714 at 6%.
201917$811,640$52,639$7,520iApproximate average salary by contribution assumption: employee only about $187,996 at 4% or $125,331 at 6%; with 50% employer match about $125,331 at 4% or $83,554 at 6%; with 100% employer match about $93,998 at 4% or $62,665 at 6%.
Secure Planning Inc. 401K Plan-7$811,640$52,639$7,520iApproximate average salary by contribution assumption: employee only about $187,996 at 4% or $125,331 at 6%; with 50% employer match about $125,331 at 4% or $83,554 at 6%; with 100% employer match about $93,998 at 4% or $62,665 at 6%.
201817$612,129$51,892$7,413iApproximate average salary by contribution assumption: employee only about $185,329 at 4% or $123,552 at 6%; with 50% employer match about $123,552 at 4% or $82,368 at 6%; with 100% employer match about $92,664 at 4% or $61,776 at 6%.
Secure Planning Inc. 401K Plan-7$612,129$51,892$7,413iApproximate average salary by contribution assumption: employee only about $185,329 at 4% or $123,552 at 6%; with 50% employer match about $123,552 at 4% or $82,368 at 6%; with 100% employer match about $92,664 at 4% or $61,776 at 6%.
201717$601,762$47,767$6,824iApproximate average salary by contribution assumption: employee only about $170,596 at 4% or $113,731 at 6%; with 50% employer match about $113,731 at 4% or $75,821 at 6%; with 100% employer match about $85,298 at 4% or $56,865 at 6%.
Secure Planning Inc. 401K Plan-7$601,762$47,767$6,824iApproximate average salary by contribution assumption: employee only about $170,596 at 4% or $113,731 at 6%; with 50% employer match about $113,731 at 4% or $75,821 at 6%; with 100% employer match about $85,298 at 4% or $56,865 at 6%.
201619$536,100$48,434$5,382iApproximate average salary by contribution assumption: employee only about $134,539 at 4% or $89,693 at 6%; with 50% employer match about $89,693 at 4% or $59,795 at 6%; with 100% employer match about $67,269 at 4% or $44,846 at 6%.
Secure Planning Inc. 401K Plan-9$536,100$48,434$5,382iApproximate average salary by contribution assumption: employee only about $134,539 at 4% or $89,693 at 6%; with 50% employer match about $89,693 at 4% or $59,795 at 6%; with 100% employer match about $67,269 at 4% or $44,846 at 6%.
201518$449,334$46,026$5,753iApproximate average salary by contribution assumption: employee only about $143,831 at 4% or $95,888 at 6%; with 50% employer match about $95,888 at 4% or $63,925 at 6%; with 100% employer match about $71,916 at 4% or $47,944 at 6%.
Secure Planning Inc. 401K Plan-8$449,334$46,026$5,753iApproximate average salary by contribution assumption: employee only about $143,831 at 4% or $95,888 at 6%; with 50% employer match about $95,888 at 4% or $63,925 at 6%; with 100% employer match about $71,916 at 4% or $47,944 at 6%.
201418$410,345$66,791$8,349iApproximate average salary by contribution assumption: employee only about $208,722 at 4% or $139,148 at 6%; with 50% employer match about $139,148 at 4% or $92,765 at 6%; with 100% employer match about $104,361 at 4% or $69,574 at 6%.
Secure Planning Inc. 401K Plan-8$410,345$66,791$8,349iApproximate average salary by contribution assumption: employee only about $208,722 at 4% or $139,148 at 6%; with 50% employer match about $139,148 at 4% or $92,765 at 6%; with 100% employer match about $104,361 at 4% or $69,574 at 6%.
201318$1,032,599$66,921$8,365iApproximate average salary by contribution assumption: employee only about $209,128 at 4% or $139,419 at 6%; with 50% employer match about $139,419 at 4% or $92,946 at 6%; with 100% employer match about $104,564 at 4% or $69,709 at 6%.
Secure Planning Inc. 401K Plan-8$1,032,599$66,921$8,365iApproximate average salary by contribution assumption: employee only about $209,128 at 4% or $139,419 at 6%; with 50% employer match about $139,419 at 4% or $92,946 at 6%; with 100% employer match about $104,564 at 4% or $69,709 at 6%.
201218$852,328$63,466$7,933iApproximate average salary by contribution assumption: employee only about $198,331 at 4% or $132,221 at 6%; with 50% employer match about $132,221 at 4% or $88,147 at 6%; with 100% employer match about $99,166 at 4% or $66,110 at 6%.
Secure Planning Inc. 401K Plan-8$852,328$63,466$7,933iApproximate average salary by contribution assumption: employee only about $198,331 at 4% or $132,221 at 6%; with 50% employer match about $132,221 at 4% or $88,147 at 6%; with 100% employer match about $99,166 at 4% or $66,110 at 6%.
201118$723,057$82,147$10,268iApproximate average salary by contribution assumption: employee only about $256,709 at 4% or $171,140 at 6%; with 50% employer match about $171,140 at 4% or $114,093 at 6%; with 100% employer match about $128,355 at 4% or $85,570 at 6%.
Secure Planning Inc. 401K Plan-8$723,057$82,147$10,268iApproximate average salary by contribution assumption: employee only about $256,709 at 4% or $171,140 at 6%; with 50% employer match about $171,140 at 4% or $114,093 at 6%; with 100% employer match about $128,355 at 4% or $85,570 at 6%.
2010110$737,850$67,432$6,743iApproximate average salary by contribution assumption: employee only about $168,580 at 4% or $112,387 at 6%; with 50% employer match about $112,387 at 4% or $74,924 at 6%; with 100% employer match about $84,290 at 4% or $56,193 at 6%.
Secure Planning Inc. 401K Plan-10$737,850$67,432$6,743iApproximate average salary by contribution assumption: employee only about $168,580 at 4% or $112,387 at 6%; with 50% employer match about $112,387 at 4% or $74,924 at 6%; with 100% employer match about $84,290 at 4% or $56,193 at 6%.
200918$612,329$55,351$6,919iApproximate average salary by contribution assumption: employee only about $172,972 at 4% or $115,315 at 6%; with 50% employer match about $115,315 at 4% or $76,876 at 6%; with 100% employer match about $86,486 at 4% or $57,657 at 6%.
Secure Planning Inc. 401K Plan-8$612,329$55,351$6,919iApproximate average salary by contribution assumption: employee only about $172,972 at 4% or $115,315 at 6%; with 50% employer match about $115,315 at 4% or $76,876 at 6%; with 100% employer match about $86,486 at 4% or $57,657 at 6%.
200817$495,066$67,151$9,593iApproximate average salary by contribution assumption: employee only about $239,825 at 4% or $159,883 at 6%; with 50% employer match about $159,883 at 4% or $106,589 at 6%; with 100% employer match about $119,913 at 4% or $79,942 at 6%.
Secure Planning Inc. 401K Plan-7$495,066$67,151$9,593iApproximate average salary by contribution assumption: employee only about $239,825 at 4% or $159,883 at 6%; with 50% employer match about $159,883 at 4% or $106,589 at 6%; with 100% employer match about $119,913 at 4% or $79,942 at 6%.
200718$0$0-
Secure Planning Inc. 401K Plan-8---
200617$459,164$53,106$7,587iApproximate average salary by contribution assumption: employee only about $189,664 at 4% or $126,443 at 6%; with 50% employer match about $126,443 at 4% or $84,295 at 6%; with 100% employer match about $94,832 at 4% or $63,221 at 6%.
Secure Planning Inc. 401K Plan-7$459,164$53,106$7,587iApproximate average salary by contribution assumption: employee only about $189,664 at 4% or $126,443 at 6%; with 50% employer match about $126,443 at 4% or $84,295 at 6%; with 100% employer match about $94,832 at 4% or $63,221 at 6%.
200519$372,464$78,671$8,741iApproximate average salary by contribution assumption: employee only about $218,531 at 4% or $145,687 at 6%; with 50% employer match about $145,687 at 4% or $97,125 at 6%; with 100% employer match about $109,265 at 4% or $72,844 at 6%.
Secure Planning Inc. 401K Plan-9$372,464$78,671$8,741iApproximate average salary by contribution assumption: employee only about $218,531 at 4% or $145,687 at 6%; with 50% employer match about $145,687 at 4% or $97,125 at 6%; with 100% employer match about $109,265 at 4% or $72,844 at 6%.
200416$273,436$29,732$4,955iApproximate average salary by contribution assumption: employee only about $123,883 at 4% or $82,589 at 6%; with 50% employer match about $82,589 at 4% or $55,059 at 6%; with 100% employer match about $61,942 at 4% or $41,294 at 6%.
Secure Planning Inc. 401K Plan-6$273,436$29,732$4,955iApproximate average salary by contribution assumption: employee only about $123,883 at 4% or $82,589 at 6%; with 50% employer match about $82,589 at 4% or $55,059 at 6%; with 100% employer match about $61,942 at 4% or $41,294 at 6%.
200315$215,735$56,003$11,201iApproximate average salary by contribution assumption: employee only about $280,015 at 4% or $186,677 at 6%; with 50% employer match about $186,677 at 4% or $124,451 at 6%; with 100% employer match about $140,008 at 4% or $93,338 at 6%.
Secure Planning Inc. 401K Plan-5$215,735$56,003$11,201iApproximate average salary by contribution assumption: employee only about $280,015 at 4% or $186,677 at 6%; with 50% employer match about $186,677 at 4% or $124,451 at 6%; with 100% employer match about $140,008 at 4% or $93,338 at 6%.
200215$123,726$47,879$9,576iApproximate average salary by contribution assumption: employee only about $239,395 at 4% or $159,597 at 6%; with 50% employer match about $159,597 at 4% or $106,398 at 6%; with 100% employer match about $119,697 at 4% or $79,798 at 6%.
Secure Planning Inc. 401K Plan-5$123,726$47,879$9,576iApproximate average salary by contribution assumption: employee only about $239,395 at 4% or $159,597 at 6%; with 50% employer match about $159,597 at 4% or $106,398 at 6%; with 100% employer match about $119,697 at 4% or $79,798 at 6%.
200115$0$0-
Secure Planning Inc. 401K Plan-5---
200014$0$0-
Secure Planning Inc. 401K Plan-4---
199916$46,462$44,376$7,396iApproximate average salary by contribution assumption: employee only about $184,900 at 4% or $123,267 at 6%; with 50% employer match about $123,267 at 4% or $82,178 at 6%; with 100% employer match about $92,450 at 4% or $61,633 at 6%.
Secure Planning Inc. 401K Plan-6$46,462$44,376$7,396iApproximate average salary by contribution assumption: employee only about $184,900 at 4% or $123,267 at 6%; with 50% employer match about $123,267 at 4% or $82,178 at 6%; with 100% employer match about $92,450 at 4% or $61,633 at 6%.