Civic Intelligence

ESSENTIAL PLANNING, LLC

Plan context: ESSENTIAL PLANNING, LLC 401(K) PLAN

EIN 02-0488298 • Portsmouth, NH • 24 filings • 3 plans

500 Market Street, Unit 1DPortsmouth, NH 03801
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$3,138,114

2025 Contributions

$186,185

Historical Graphs

Total Assets Over Time

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

$3,903,635$1,951,818$0200620162025YearValue
$3,138,114Latest year 2025

Participants Over Time

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

1580200620162025YearValue
15Latest year 2025

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
2025115$3,138,114$186,185$12,412iApproximate average salary by contribution assumption: employee only about $310,308 at 4% or $206,872 at 6%; with 50% employer match about $206,872 at 4% or $137,915 at 6%; with 100% employer match about $155,154 at 4% or $103,436 at 6%.
ESSENTIAL PLANNING, LLC 401(K) PLAN-15$3,138,114$186,185$12,412iApproximate average salary by contribution assumption: employee only about $310,308 at 4% or $206,872 at 6%; with 50% employer match about $206,872 at 4% or $137,915 at 6%; with 100% employer match about $155,154 at 4% or $103,436 at 6%.
2024214$3,903,635$419,168$29,941iApproximate average salary by contribution assumption: employee only about $748,514 at 4% or $499,010 at 6%; with 50% employer match about $499,010 at 4% or $332,673 at 6%; with 100% employer match about $374,257 at 4% or $249,505 at 6%.
ESSENTIAL PLANNING, LLC 401(K) PLAN-14$2,582,342$109,168$7,798iApproximate average salary by contribution assumption: employee only about $194,943 at 4% or $129,962 at 6%; with 50% employer match about $129,962 at 4% or $86,641 at 6%; with 100% employer match about $97,471 at 4% or $64,981 at 6%.
ESSENTIAL PLANNING, LLC CASH BALANCE PENSION PLAN AND TRUST-5$1,321,293$310,000$62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%.
2023213$3,196,583$408,291$31,407iApproximate average salary by contribution assumption: employee only about $785,175 at 4% or $523,450 at 6%; with 50% employer match about $523,450 at 4% or $348,967 at 6%; with 100% employer match about $392,588 at 4% or $261,725 at 6%.
ESSENTIAL PLANNING, LLC 401(K) PLAN-13$2,230,517$70,896$5,454iApproximate average salary by contribution assumption: employee only about $136,338 at 4% or $90,892 at 6%; with 50% employer match about $90,892 at 4% or $60,595 at 6%; with 100% employer match about $68,169 at 4% or $45,446 at 6%.
ESSENTIAL PLANNING, LLC CASH BALANCE PENSION PLAN AND TRUST-4$966,066$337,395$84,349iApproximate average salary by contribution assumption: employee only about $2,108,719 at 4% or $1,405,813 at 6%; with 50% employer match about $1,405,813 at 4% or $937,208 at 6%; with 100% employer match about $1,054,359 at 4% or $702,906 at 6%.
202229$2,459,567$418,345$46,483iApproximate average salary by contribution assumption: employee only about $1,162,069 at 4% or $774,713 at 6%; with 50% employer match about $774,713 at 4% or $516,475 at 6%; with 100% employer match about $581,035 at 4% or $387,356 at 6%.
ESSENTIAL PLANNING, LLC 401(K) PLAN-9$1,877,629$97,738$10,860iApproximate average salary by contribution assumption: employee only about $271,494 at 4% or $180,996 at 6%; with 50% employer match about $180,996 at 4% or $120,664 at 6%; with 100% employer match about $135,747 at 4% or $90,498 at 6%.
ESSENTIAL PLANNING, LLC CASH BALANCE PENSION PLAN AND TRUST-6$581,938$320,607$53,435iApproximate average salary by contribution assumption: employee only about $1,335,863 at 4% or $890,575 at 6%; with 50% employer match about $890,575 at 4% or $593,717 at 6%; with 100% employer match about $667,931 at 4% or $445,288 at 6%.
2021211$2,354,983$333,946$30,359iApproximate average salary by contribution assumption: employee only about $758,968 at 4% or $505,979 at 6%; with 50% employer match about $505,979 at 4% or $337,319 at 6%; with 100% employer match about $379,484 at 4% or $252,989 at 6%.
ESSENTIAL PLANNING, LLC 401K PLAN-11$2,095,695$74,658$6,787iApproximate average salary by contribution assumption: employee only about $169,677 at 4% or $113,118 at 6%; with 50% employer match about $113,118 at 4% or $75,412 at 6%; with 100% employer match about $84,839 at 4% or $56,559 at 6%.
ESSENTIAL PLANNING, LLC CASH BALANCE PENSION PLAN AND TRUST-3$259,288$259,288$86,429iApproximate average salary by contribution assumption: employee only about $2,160,733 at 4% or $1,440,489 at 6%; with 50% employer match about $1,440,489 at 4% or $960,326 at 6%; with 100% employer match about $1,080,367 at 4% or $720,244 at 6%.
202019$1,836,745$101,352$11,261iApproximate average salary by contribution assumption: employee only about $281,533 at 4% or $187,689 at 6%; with 50% employer match about $187,689 at 4% or $125,126 at 6%; with 100% employer match about $140,767 at 4% or $93,844 at 6%.
ESSENTIAL PLANNING, LLC 401K PLAN-9$1,836,745$101,352$11,261iApproximate average salary by contribution assumption: employee only about $281,533 at 4% or $187,689 at 6%; with 50% employer match about $187,689 at 4% or $125,126 at 6%; with 100% employer match about $140,767 at 4% or $93,844 at 6%.
2019110$1,439,209$116,645$11,665iApproximate average salary by contribution assumption: employee only about $291,613 at 4% or $194,408 at 6%; with 50% employer match about $194,408 at 4% or $129,606 at 6%; with 100% employer match about $145,806 at 4% or $97,204 at 6%.
ESSENTIAL PLANNING, LLC 401K PLAN-10$1,439,209$116,645$11,665iApproximate average salary by contribution assumption: employee only about $291,613 at 4% or $194,408 at 6%; with 50% employer match about $194,408 at 4% or $129,606 at 6%; with 100% employer match about $145,806 at 4% or $97,204 at 6%.
201815$1,107,037$93,060$18,612iApproximate average salary by contribution assumption: employee only about $465,300 at 4% or $310,200 at 6%; with 50% employer match about $310,200 at 4% or $206,800 at 6%; with 100% employer match about $232,650 at 4% or $155,100 at 6%.
ESSENTIAL PLANNING, LLC 401K PLAN-5$1,107,037$93,060$18,612iApproximate average salary by contribution assumption: employee only about $465,300 at 4% or $310,200 at 6%; with 50% employer match about $310,200 at 4% or $206,800 at 6%; with 100% employer match about $232,650 at 4% or $155,100 at 6%.
201719$1,078,885$96,849$10,761iApproximate average salary by contribution assumption: employee only about $269,025 at 4% or $179,350 at 6%; with 50% employer match about $179,350 at 4% or $119,567 at 6%; with 100% employer match about $134,513 at 4% or $89,675 at 6%.
ESSENTIAL PLANNING, LLC 401K PLAN-9$1,078,885$96,849$10,761iApproximate average salary by contribution assumption: employee only about $269,025 at 4% or $179,350 at 6%; with 50% employer match about $179,350 at 4% or $119,567 at 6%; with 100% employer match about $134,513 at 4% or $89,675 at 6%.
201618$837,385$64,445$8,056iApproximate average salary by contribution assumption: employee only about $201,391 at 4% or $134,260 at 6%; with 50% employer match about $134,260 at 4% or $89,507 at 6%; with 100% employer match about $100,695 at 4% or $67,130 at 6%.
ESSENTIAL PLANNING, LLC 401K PLAN-8$837,385$64,445$8,056iApproximate average salary by contribution assumption: employee only about $201,391 at 4% or $134,260 at 6%; with 50% employer match about $134,260 at 4% or $89,507 at 6%; with 100% employer match about $100,695 at 4% or $67,130 at 6%.
201519$814,294$61,947$6,883iApproximate average salary by contribution assumption: employee only about $172,075 at 4% or $114,717 at 6%; with 50% employer match about $114,717 at 4% or $76,478 at 6%; with 100% employer match about $86,038 at 4% or $57,358 at 6%.
ESSENTIAL PLANNING, LLC 401K PLAN-9$814,294$61,947$6,883iApproximate average salary by contribution assumption: employee only about $172,075 at 4% or $114,717 at 6%; with 50% employer match about $114,717 at 4% or $76,478 at 6%; with 100% employer match about $86,038 at 4% or $57,358 at 6%.
201415$746,396$95,546$19,109iApproximate average salary by contribution assumption: employee only about $477,730 at 4% or $318,487 at 6%; with 50% employer match about $318,487 at 4% or $212,324 at 6%; with 100% employer match about $238,865 at 4% or $159,243 at 6%.
ESSENTIAL PLANNING, LLC 401(K) PLAN-5$746,396$95,546$19,109iApproximate average salary by contribution assumption: employee only about $477,730 at 4% or $318,487 at 6%; with 50% employer match about $318,487 at 4% or $212,324 at 6%; with 100% employer match about $238,865 at 4% or $159,243 at 6%.
201315$627,255$65,325$13,065iApproximate average salary by contribution assumption: employee only about $326,625 at 4% or $217,750 at 6%; with 50% employer match about $217,750 at 4% or $145,167 at 6%; with 100% employer match about $163,313 at 4% or $108,875 at 6%.
ESSENTIAL PLANNING, LLC 401(K) PLAN-5$627,255$65,325$13,065iApproximate average salary by contribution assumption: employee only about $326,625 at 4% or $217,750 at 6%; with 50% employer match about $217,750 at 4% or $145,167 at 6%; with 100% employer match about $163,313 at 4% or $108,875 at 6%.
201214$433,401$98,270$24,568iApproximate average salary by contribution assumption: employee only about $614,188 at 4% or $409,458 at 6%; with 50% employer match about $409,458 at 4% or $272,972 at 6%; with 100% employer match about $307,094 at 4% or $204,729 at 6%.
ESSENTIAL PLANNING, LLC 401(K) PLAN-4$433,401$98,270$24,568iApproximate average salary by contribution assumption: employee only about $614,188 at 4% or $409,458 at 6%; with 50% employer match about $409,458 at 4% or $272,972 at 6%; with 100% employer match about $307,094 at 4% or $204,729 at 6%.
201114$289,367$49,700$12,425iApproximate average salary by contribution assumption: employee only about $310,625 at 4% or $207,083 at 6%; with 50% employer match about $207,083 at 4% or $138,056 at 6%; with 100% employer match about $155,313 at 4% or $103,542 at 6%.
ESSENTIAL PLANNING, LLC 401(K) PLAN-4$289,367$49,700$12,425iApproximate average salary by contribution assumption: employee only about $310,625 at 4% or $207,083 at 6%; with 50% employer match about $207,083 at 4% or $138,056 at 6%; with 100% employer match about $155,313 at 4% or $103,542 at 6%.
201015$290,197$49,267$9,853iApproximate average salary by contribution assumption: employee only about $246,335 at 4% or $164,223 at 6%; with 50% employer match about $164,223 at 4% or $109,482 at 6%; with 100% employer match about $123,168 at 4% or $82,112 at 6%.
ESSENTIAL PLANNING, LLC 401(K) PLAN-5$290,197$49,267$9,853iApproximate average salary by contribution assumption: employee only about $246,335 at 4% or $164,223 at 6%; with 50% employer match about $164,223 at 4% or $109,482 at 6%; with 100% employer match about $123,168 at 4% or $82,112 at 6%.
200915$206,201$44,433$8,887iApproximate average salary by contribution assumption: employee only about $222,165 at 4% or $148,110 at 6%; with 50% employer match about $148,110 at 4% or $98,740 at 6%; with 100% employer match about $111,083 at 4% or $74,055 at 6%.
ESSENTIAL PLANNING, LLC 401(K) PLAN-5$206,201$44,433$8,887iApproximate average salary by contribution assumption: employee only about $222,165 at 4% or $148,110 at 6%; with 50% employer match about $148,110 at 4% or $98,740 at 6%; with 100% employer match about $111,083 at 4% or $74,055 at 6%.
200815$125,222$54,424$10,885iApproximate average salary by contribution assumption: employee only about $272,120 at 4% or $181,413 at 6%; with 50% employer match about $181,413 at 4% or $120,942 at 6%; with 100% employer match about $136,060 at 4% or $90,707 at 6%.
ESSENTIAL PLANNING, LLC 401K PLAN-5$125,222$54,424$10,885iApproximate average salary by contribution assumption: employee only about $272,120 at 4% or $181,413 at 6%; with 50% employer match about $181,413 at 4% or $120,942 at 6%; with 100% employer match about $136,060 at 4% or $90,707 at 6%.
200715$0$0-
ESSENTIAL PLANNING, LLC 401K PLAN-5---
200614$101,329$47,453$11,863iApproximate average salary by contribution assumption: employee only about $296,581 at 4% or $197,721 at 6%; with 50% employer match about $197,721 at 4% or $131,814 at 6%; with 100% employer match about $148,291 at 4% or $98,860 at 6%.
ESSENTIAL PLANNING, LLC 401K PLAN-4$101,329$47,453$11,863iApproximate average salary by contribution assumption: employee only about $296,581 at 4% or $197,721 at 6%; with 50% employer match about $197,721 at 4% or $131,814 at 6%; with 100% employer match about $148,291 at 4% or $98,860 at 6%.