Civic Intelligence

Bennett & Trussell Financial Inc. DBA Longevity Planning

Plan context: Longevity Planning 401K Plan

EIN 02-0460855 • Newington, NH • 9 filings • 3 plans

428 Newington RdNewington, NH 03801-2730
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$1,000,423

2016 Contributions

$39,993

Historical Graphs

Total Assets Over Time

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

$1,002,967$501,484$0200420082015YearValue
$1,000,423Latest year 2015

Participants Over Time

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

320200420082015YearValue
3Latest year 2015

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
201610$0$39,993-
Longevity Planning 401K Plan-0$0$39,993-
201513$1,000,423$25,845$8,615iApproximate average salary by contribution assumption: employee only about $215,375 at 4% or $143,583 at 6%; with 50% employer match about $143,583 at 4% or $95,722 at 6%; with 100% employer match about $107,688 at 4% or $71,792 at 6%.
Longevity Planning 401K Plan-3$1,000,423$25,845$8,615iApproximate average salary by contribution assumption: employee only about $215,375 at 4% or $143,583 at 6%; with 50% employer match about $143,583 at 4% or $95,722 at 6%; with 100% employer match about $107,688 at 4% or $71,792 at 6%.
201412$1,002,967$33,236$16,618iApproximate average salary by contribution assumption: employee only about $415,450 at 4% or $276,967 at 6%; with 50% employer match about $276,967 at 4% or $184,644 at 6%; with 100% employer match about $207,725 at 4% or $138,483 at 6%.
Longevity Planning 401K Plan-2$1,002,967$33,236$16,618iApproximate average salary by contribution assumption: employee only about $415,450 at 4% or $276,967 at 6%; with 50% employer match about $276,967 at 4% or $184,644 at 6%; with 100% employer match about $207,725 at 4% or $138,483 at 6%.
201313$917,249$214,366$71,455iApproximate average salary by contribution assumption: employee only about $1,786,383 at 4% or $1,190,922 at 6%; with 50% employer match about $1,190,922 at 4% or $793,948 at 6%; with 100% employer match about $893,192 at 4% or $595,461 at 6%.
Longevity Planning 401K Plan-3$917,249$214,366$71,455iApproximate average salary by contribution assumption: employee only about $1,786,383 at 4% or $1,190,922 at 6%; with 50% employer match about $1,190,922 at 4% or $793,948 at 6%; with 100% employer match about $893,192 at 4% or $595,461 at 6%.
200812$294,394$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Longevity Planning 401K Plan-2$294,394$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
200712$261,576$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%.
Longevity Planning 401K Plan-2$261,576$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%.
200612$181,870$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Longevity Planning 401K Plan-2$181,870$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
200512$111,675$53,625$26,813iApproximate average salary by contribution assumption: employee only about $670,313 at 4% or $446,875 at 6%; with 50% employer match about $446,875 at 4% or $297,917 at 6%; with 100% employer match about $335,156 at 4% or $223,438 at 6%.
Longevity Planning 401K Plan-2$111,675$53,625$26,813iApproximate average salary by contribution assumption: employee only about $670,313 at 4% or $446,875 at 6%; with 50% employer match about $446,875 at 4% or $297,917 at 6%; with 100% employer match about $335,156 at 4% or $223,438 at 6%.
200412$52,107$50,734$25,367iApproximate average salary by contribution assumption: employee only about $634,175 at 4% or $422,783 at 6%; with 50% employer match about $422,783 at 4% or $281,856 at 6%; with 100% employer match about $317,088 at 4% or $211,392 at 6%.
Longevity Planning 401K Plan-2$52,107$50,734$25,367iApproximate average salary by contribution assumption: employee only about $634,175 at 4% or $422,783 at 6%; with 50% employer match about $422,783 at 4% or $281,856 at 6%; with 100% employer match about $317,088 at 4% or $211,392 at 6%.