Civic Intelligence

Future Planning Associates Inc.

Plan context: Future Planning Associates Inc. 401K Plan

EIN 03-0271340 • Williston, VT • 30 filings • 3 plans

P.O. Box 905Williston, VT 05495-0905
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$5,832,905

2024 Contributions

$143,552

Historical Graphs

Total Assets Over Time

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

$5,832,905$2,916,453$0199920122024YearValue
$5,832,905Latest year 2024

Participants Over Time

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

21110199920122024YearValue
10Latest 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
2024110$5,832,905$143,552$14,355iApproximate average salary by contribution assumption: employee only about $358,880 at 4% or $239,253 at 6%; with 50% employer match about $239,253 at 4% or $159,502 at 6%; with 100% employer match about $179,440 at 4% or $119,627 at 6%.
Future Planning Associates Inc. 401K Plan-10$5,832,905$143,552$14,355iApproximate average salary by contribution assumption: employee only about $358,880 at 4% or $239,253 at 6%; with 50% employer match about $239,253 at 4% or $159,502 at 6%; with 100% employer match about $179,440 at 4% or $119,627 at 6%.
2023111$5,031,797$101,212$9,201iApproximate average salary by contribution assumption: employee only about $230,027 at 4% or $153,352 at 6%; with 50% employer match about $153,352 at 4% or $102,234 at 6%; with 100% employer match about $115,014 at 4% or $76,676 at 6%.
Future Planning Associates Inc. 401K Plan-11$5,031,797$101,212$9,201iApproximate average salary by contribution assumption: employee only about $230,027 at 4% or $153,352 at 6%; with 50% employer match about $153,352 at 4% or $102,234 at 6%; with 100% employer match about $115,014 at 4% or $76,676 at 6%.
2022112$4,167,197$172,067$14,339iApproximate average salary by contribution assumption: employee only about $358,473 at 4% or $238,982 at 6%; with 50% employer match about $238,982 at 4% or $159,321 at 6%; with 100% employer match about $179,236 at 4% or $119,491 at 6%.
Future Planning Associates Inc. 401K Plan-12$4,167,197$172,067$14,339iApproximate average salary by contribution assumption: employee only about $358,473 at 4% or $238,982 at 6%; with 50% employer match about $238,982 at 4% or $159,321 at 6%; with 100% employer match about $179,236 at 4% or $119,491 at 6%.
2021113$4,870,840$172,653$13,281iApproximate average salary by contribution assumption: employee only about $332,025 at 4% or $221,350 at 6%; with 50% employer match about $221,350 at 4% or $147,567 at 6%; with 100% employer match about $166,013 at 4% or $110,675 at 6%.
Future Planning Associates Inc. 401K Plan-13$4,870,840$172,653$13,281iApproximate average salary by contribution assumption: employee only about $332,025 at 4% or $221,350 at 6%; with 50% employer match about $221,350 at 4% or $147,567 at 6%; with 100% employer match about $166,013 at 4% or $110,675 at 6%.
2020112$4,200,332$185,781$15,482iApproximate average salary by contribution assumption: employee only about $387,044 at 4% or $258,029 at 6%; with 50% employer match about $258,029 at 4% or $172,019 at 6%; with 100% employer match about $193,522 at 4% or $129,015 at 6%.
Future Planning Associates Inc. 401K Plan-12$4,200,332$185,781$15,482iApproximate average salary by contribution assumption: employee only about $387,044 at 4% or $258,029 at 6%; with 50% employer match about $258,029 at 4% or $172,019 at 6%; with 100% employer match about $193,522 at 4% or $129,015 at 6%.
2019112$3,485,412$101,160$8,430iApproximate average salary by contribution assumption: employee only about $210,750 at 4% or $140,500 at 6%; with 50% employer match about $140,500 at 4% or $93,667 at 6%; with 100% employer match about $105,375 at 4% or $70,250 at 6%.
Future Planning Associates Inc. 401K Plan-12$3,485,412$101,160$8,430iApproximate average salary by contribution assumption: employee only about $210,750 at 4% or $140,500 at 6%; with 50% employer match about $140,500 at 4% or $93,667 at 6%; with 100% employer match about $105,375 at 4% or $70,250 at 6%.
2018116$2,876,041$84,717$5,295iApproximate average salary by contribution assumption: employee only about $132,370 at 4% or $88,247 at 6%; with 50% employer match about $88,247 at 4% or $58,831 at 6%; with 100% employer match about $66,185 at 4% or $44,123 at 6%.
Future Planning Associates Inc. 401K Plan-16$2,876,041$84,717$5,295iApproximate average salary by contribution assumption: employee only about $132,370 at 4% or $88,247 at 6%; with 50% employer match about $88,247 at 4% or $58,831 at 6%; with 100% employer match about $66,185 at 4% or $44,123 at 6%.
2017118$3,712,782$283,806$15,767iApproximate average salary by contribution assumption: employee only about $394,175 at 4% or $262,783 at 6%; with 50% employer match about $262,783 at 4% or $175,189 at 6%; with 100% employer match about $197,088 at 4% or $131,392 at 6%.
Future Planning Associates Inc. 401K Plan-18$3,712,782$283,806$15,767iApproximate average salary by contribution assumption: employee only about $394,175 at 4% or $262,783 at 6%; with 50% employer match about $262,783 at 4% or $175,189 at 6%; with 100% employer match about $197,088 at 4% or $131,392 at 6%.
2016120$5,171,230$196,702$9,835iApproximate average salary by contribution assumption: employee only about $245,878 at 4% or $163,918 at 6%; with 50% employer match about $163,918 at 4% or $109,279 at 6%; with 100% employer match about $122,939 at 4% or $81,959 at 6%.
Future Planning Associates Inc. 401K Plan-20$5,171,230$196,702$9,835iApproximate average salary by contribution assumption: employee only about $245,878 at 4% or $163,918 at 6%; with 50% employer match about $163,918 at 4% or $109,279 at 6%; with 100% employer match about $122,939 at 4% or $81,959 at 6%.
2015121$5,135,175$320,361$15,255iApproximate average salary by contribution assumption: employee only about $381,382 at 4% or $254,255 at 6%; with 50% employer match about $254,255 at 4% or $169,503 at 6%; with 100% employer match about $190,691 at 4% or $127,127 at 6%.
Future Planning Associates Inc. 401K Plan-21$5,135,175$320,361$15,255iApproximate average salary by contribution assumption: employee only about $381,382 at 4% or $254,255 at 6%; with 50% employer match about $254,255 at 4% or $169,503 at 6%; with 100% employer match about $190,691 at 4% or $127,127 at 6%.
2014121$4,931,790$227,220$10,820iApproximate average salary by contribution assumption: employee only about $270,500 at 4% or $180,333 at 6%; with 50% employer match about $180,333 at 4% or $120,222 at 6%; with 100% employer match about $135,250 at 4% or $90,167 at 6%.
Future Planning Associates Inc. 401K Plan-21$4,931,790$227,220$10,820iApproximate average salary by contribution assumption: employee only about $270,500 at 4% or $180,333 at 6%; with 50% employer match about $180,333 at 4% or $120,222 at 6%; with 100% employer match about $135,250 at 4% or $90,167 at 6%.
2013121$4,423,978$181,336$8,635iApproximate average salary by contribution assumption: employee only about $215,876 at 4% or $143,917 at 6%; with 50% employer match about $143,917 at 4% or $95,945 at 6%; with 100% employer match about $107,938 at 4% or $71,959 at 6%.
Future Planning Associates Inc. 401K Plan-21$4,423,978$181,336$8,635iApproximate average salary by contribution assumption: employee only about $215,876 at 4% or $143,917 at 6%; with 50% employer match about $143,917 at 4% or $95,945 at 6%; with 100% employer match about $107,938 at 4% or $71,959 at 6%.
2012121$3,633,869$134,026$6,382iApproximate average salary by contribution assumption: employee only about $159,555 at 4% or $106,370 at 6%; with 50% employer match about $106,370 at 4% or $70,913 at 6%; with 100% employer match about $79,777 at 4% or $53,185 at 6%.
Future Planning Associates Inc. 401K Plan-21$3,633,869$134,026$6,382iApproximate average salary by contribution assumption: employee only about $159,555 at 4% or $106,370 at 6%; with 50% employer match about $106,370 at 4% or $70,913 at 6%; with 100% employer match about $79,777 at 4% or $53,185 at 6%.
2011120$3,461,016$179,926$8,996iApproximate average salary by contribution assumption: employee only about $224,907 at 4% or $149,938 at 6%; with 50% employer match about $149,938 at 4% or $99,959 at 6%; with 100% employer match about $112,454 at 4% or $74,969 at 6%.
Future Planning Associates Inc. 401K Plan-20$3,461,016$179,926$8,996iApproximate average salary by contribution assumption: employee only about $224,907 at 4% or $149,938 at 6%; with 50% employer match about $149,938 at 4% or $99,959 at 6%; with 100% employer match about $112,454 at 4% or $74,969 at 6%.
2010120$3,388,033$250,236$12,512iApproximate average salary by contribution assumption: employee only about $312,795 at 4% or $208,530 at 6%; with 50% employer match about $208,530 at 4% or $139,020 at 6%; with 100% employer match about $156,398 at 4% or $104,265 at 6%.
Future Planning Associates Inc. 401K Plan-20$3,388,033$250,236$12,512iApproximate average salary by contribution assumption: employee only about $312,795 at 4% or $208,530 at 6%; with 50% employer match about $208,530 at 4% or $139,020 at 6%; with 100% employer match about $156,398 at 4% or $104,265 at 6%.
2009119$2,979,138$276,352$14,545iApproximate average salary by contribution assumption: employee only about $363,621 at 4% or $242,414 at 6%; with 50% employer match about $242,414 at 4% or $161,609 at 6%; with 100% employer match about $181,811 at 4% or $121,207 at 6%.
Future Planning Associates Inc. 401K Plan-19$2,979,138$276,352$14,545iApproximate average salary by contribution assumption: employee only about $363,621 at 4% or $242,414 at 6%; with 50% employer match about $242,414 at 4% or $161,609 at 6%; with 100% employer match about $181,811 at 4% or $121,207 at 6%.
2008117$2,254,687$278,059$16,356iApproximate average salary by contribution assumption: employee only about $408,910 at 4% or $272,607 at 6%; with 50% employer match about $272,607 at 4% or $181,738 at 6%; with 100% employer match about $204,455 at 4% or $136,303 at 6%.
Future Planning Associates Inc. 401K Plan-17$2,254,687$278,059$16,356iApproximate average salary by contribution assumption: employee only about $408,910 at 4% or $272,607 at 6%; with 50% employer match about $272,607 at 4% or $181,738 at 6%; with 100% employer match about $204,455 at 4% or $136,303 at 6%.
2007117$3,329,736$270,590$15,917iApproximate average salary by contribution assumption: employee only about $397,926 at 4% or $265,284 at 6%; with 50% employer match about $265,284 at 4% or $176,856 at 6%; with 100% employer match about $198,963 at 4% or $132,642 at 6%.
Future Planning Associates Inc. 401K Plan-17$3,329,736$270,590$15,917iApproximate average salary by contribution assumption: employee only about $397,926 at 4% or $265,284 at 6%; with 50% employer match about $265,284 at 4% or $176,856 at 6%; with 100% employer match about $198,963 at 4% or $132,642 at 6%.
2006116$3,387,603$252,809$15,801iApproximate average salary by contribution assumption: employee only about $395,014 at 4% or $263,343 at 6%; with 50% employer match about $263,343 at 4% or $175,562 at 6%; with 100% employer match about $197,507 at 4% or $131,671 at 6%.
Future Planning Associates Inc. 401K Plan-16$3,387,603$252,809$15,801iApproximate average salary by contribution assumption: employee only about $395,014 at 4% or $263,343 at 6%; with 50% employer match about $263,343 at 4% or $175,562 at 6%; with 100% employer match about $197,507 at 4% or $131,671 at 6%.
2005117$2,721,693$240,916$14,172iApproximate average salary by contribution assumption: employee only about $354,288 at 4% or $236,192 at 6%; with 50% employer match about $236,192 at 4% or $157,461 at 6%; with 100% employer match about $177,144 at 4% or $118,096 at 6%.
Future Planning Associates Inc. 401K Plan-17$2,721,693$240,916$14,172iApproximate average salary by contribution assumption: employee only about $354,288 at 4% or $236,192 at 6%; with 50% employer match about $236,192 at 4% or $157,461 at 6%; with 100% employer match about $177,144 at 4% or $118,096 at 6%.
2004118$2,390,880$190,424$10,579iApproximate average salary by contribution assumption: employee only about $264,478 at 4% or $176,319 at 6%; with 50% employer match about $176,319 at 4% or $117,546 at 6%; with 100% employer match about $132,239 at 4% or $88,159 at 6%.
Future Planning Associates Inc. 401K Plan-18$2,390,880$190,424$10,579iApproximate average salary by contribution assumption: employee only about $264,478 at 4% or $176,319 at 6%; with 50% employer match about $176,319 at 4% or $117,546 at 6%; with 100% employer match about $132,239 at 4% or $88,159 at 6%.
2003113$2,009,420$175,215$13,478iApproximate average salary by contribution assumption: employee only about $336,952 at 4% or $224,635 at 6%; with 50% employer match about $224,635 at 4% or $149,756 at 6%; with 100% employer match about $168,476 at 4% or $112,317 at 6%.
Future Planning Associates Inc. 401K Plan-13$2,009,420$175,215$13,478iApproximate average salary by contribution assumption: employee only about $336,952 at 4% or $224,635 at 6%; with 50% employer match about $224,635 at 4% or $149,756 at 6%; with 100% employer match about $168,476 at 4% or $112,317 at 6%.
2002212$1,444,550$149,845$12,487iApproximate average salary by contribution assumption: employee only about $312,177 at 4% or $208,118 at 6%; with 50% employer match about $208,118 at 4% or $138,745 at 6%; with 100% employer match about $156,089 at 4% or $104,059 at 6%.
Future Planning Associates Inc. 401K Plan-12$1,444,550$149,845$12,487iApproximate average salary by contribution assumption: employee only about $312,177 at 4% or $208,118 at 6%; with 50% employer match about $208,118 at 4% or $138,745 at 6%; with 100% employer match about $156,089 at 4% or $104,059 at 6%.
Future Planning Assoc. Inc. Money Purchase Pen Pl-0---
2001213$1,579,862$148,044$11,388iApproximate average salary by contribution assumption: employee only about $284,700 at 4% or $189,800 at 6%; with 50% employer match about $189,800 at 4% or $126,533 at 6%; with 100% employer match about $142,350 at 4% or $94,900 at 6%.
Future Planning Associates Inc. 401K Plan-12$1,197,235$95,722$7,977iApproximate average salary by contribution assumption: employee only about $199,421 at 4% or $132,947 at 6%; with 50% employer match about $132,947 at 4% or $88,631 at 6%; with 100% employer match about $99,710 at 4% or $66,474 at 6%.
Future Planning Assoc. Inc. Money Purchase Pen Pl-13$382,627$52,322$4,025iApproximate average salary by contribution assumption: employee only about $100,619 at 4% or $67,079 at 6%; with 50% employer match about $67,079 at 4% or $44,720 at 6%; with 100% employer match about $50,310 at 4% or $33,540 at 6%.
2000211$1,566,997$138,484$12,589iApproximate average salary by contribution assumption: employee only about $314,736 at 4% or $209,824 at 6%; with 50% employer match about $209,824 at 4% or $139,883 at 6%; with 100% employer match about $157,368 at 4% or $104,912 at 6%.
Future Planning Associates Inc. 401K Plan-11$1,199,950$88,747$8,068iApproximate average salary by contribution assumption: employee only about $201,698 at 4% or $134,465 at 6%; with 50% employer match about $134,465 at 4% or $89,643 at 6%; with 100% employer match about $100,849 at 4% or $67,233 at 6%.
Future Planning Assoc. Inc. Money Purchase Pen Pl-11$367,047$49,737$4,522iApproximate average salary by contribution assumption: employee only about $113,039 at 4% or $75,359 at 6%; with 50% employer match about $75,359 at 4% or $50,239 at 6%; with 100% employer match about $56,519 at 4% or $37,680 at 6%.
1999210$1,467,827$127,206$12,721iApproximate average salary by contribution assumption: employee only about $318,015 at 4% or $212,010 at 6%; with 50% employer match about $212,010 at 4% or $141,340 at 6%; with 100% employer match about $159,008 at 4% or $106,005 at 6%.
Future Planning Associates Inc. 401K Plan-10$1,130,938$79,198$7,920iApproximate average salary by contribution assumption: employee only about $197,995 at 4% or $131,997 at 6%; with 50% employer match about $131,997 at 4% or $87,998 at 6%; with 100% employer match about $98,998 at 4% or $65,998 at 6%.
Future Planning Assoc. Inc. Money Purchase Pen Pl-10$336,889$48,008$4,801iApproximate average salary by contribution assumption: employee only about $120,020 at 4% or $80,013 at 6%; with 50% employer match about $80,013 at 4% or $53,342 at 6%; with 100% employer match about $60,010 at 4% or $40,007 at 6%.