Civic Intelligence

Clb Financial Planning LLC

Plan context: Clb Financial Planning LLC 401K Plan

EIN 03-0563742 • Farmingdale, NJ • 11 filings • 3 plans

181 Ashbury RoadFarmingdale, NJ 07727
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$666,147

2016 Contributions

$58,827

Historical Graphs

Total Assets Over Time

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

$666,147$333,074$0200620112015YearValue
$666,147Latest year 2015

Participants Over Time

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

320200620112015YearValue
2Latest 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$58,827-
Clb Financial Planning LLC 401K Plan-0$0$58,827-
201512$666,147$58,213$29,107iApproximate average salary by contribution assumption: employee only about $727,663 at 4% or $485,108 at 6%; with 50% employer match about $485,108 at 4% or $323,406 at 6%; with 100% employer match about $363,831 at 4% or $242,554 at 6%.
Clb Financial Planning LLC 401K Plan-2$666,147$58,213$29,107iApproximate average salary by contribution assumption: employee only about $727,663 at 4% or $485,108 at 6%; with 50% employer match about $485,108 at 4% or $323,406 at 6%; with 100% employer match about $363,831 at 4% or $242,554 at 6%.
201412$616,457$54,466$27,233iApproximate average salary by contribution assumption: employee only about $680,825 at 4% or $453,883 at 6%; with 50% employer match about $453,883 at 4% or $302,589 at 6%; with 100% employer match about $340,413 at 4% or $226,942 at 6%.
Clb Financial Planning LLC 401K Plan-2$616,457$54,466$27,233iApproximate average salary by contribution assumption: employee only about $680,825 at 4% or $453,883 at 6%; with 50% employer match about $453,883 at 4% or $302,589 at 6%; with 100% employer match about $340,413 at 4% or $226,942 at 6%.
201312$531,069$49,825$24,913iApproximate average salary by contribution assumption: employee only about $622,813 at 4% or $415,208 at 6%; with 50% employer match about $415,208 at 4% or $276,806 at 6%; with 100% employer match about $311,406 at 4% or $207,604 at 6%.
Clb Financial Planning LLC 401K Plan-2$531,069$49,825$24,913iApproximate average salary by contribution assumption: employee only about $622,813 at 4% or $415,208 at 6%; with 50% employer match about $415,208 at 4% or $276,806 at 6%; with 100% employer match about $311,406 at 4% or $207,604 at 6%.
201213$382,849$48,688$16,229iApproximate average salary by contribution assumption: employee only about $405,733 at 4% or $270,489 at 6%; with 50% employer match about $270,489 at 4% or $180,326 at 6%; with 100% employer match about $202,867 at 4% or $135,244 at 6%.
Clb Financial Planning LLC 401K Plan-3$382,849$48,688$16,229iApproximate average salary by contribution assumption: employee only about $405,733 at 4% or $270,489 at 6%; with 50% employer match about $270,489 at 4% or $180,326 at 6%; with 100% employer match about $202,867 at 4% or $135,244 at 6%.
201113$301,383$38,523$12,841iApproximate average salary by contribution assumption: employee only about $321,025 at 4% or $214,017 at 6%; with 50% employer match about $214,017 at 4% or $142,678 at 6%; with 100% employer match about $160,513 at 4% or $107,008 at 6%.
Clb Financial Planning LLC 401K Plan-3$301,383$38,523$12,841iApproximate average salary by contribution assumption: employee only about $321,025 at 4% or $214,017 at 6%; with 50% employer match about $214,017 at 4% or $142,678 at 6%; with 100% employer match about $160,513 at 4% or $107,008 at 6%.
201013$264,177$50,010$16,670iApproximate average salary by contribution assumption: employee only about $416,750 at 4% or $277,833 at 6%; with 50% employer match about $277,833 at 4% or $185,222 at 6%; with 100% employer match about $208,375 at 4% or $138,917 at 6%.
Clb Financial Planning LLC 401K Plan-3$264,177$50,010$16,670iApproximate average salary by contribution assumption: employee only about $416,750 at 4% or $277,833 at 6%; with 50% employer match about $277,833 at 4% or $185,222 at 6%; with 100% employer match about $208,375 at 4% or $138,917 at 6%.
200913$187,431$41,654$13,885iApproximate average salary by contribution assumption: employee only about $347,117 at 4% or $231,411 at 6%; with 50% employer match about $231,411 at 4% or $154,274 at 6%; with 100% employer match about $173,558 at 4% or $115,706 at 6%.
Clb Financial Planning LLC 401K Plan-3$187,431$41,654$13,885iApproximate average salary by contribution assumption: employee only about $347,117 at 4% or $231,411 at 6%; with 50% employer match about $231,411 at 4% or $154,274 at 6%; with 100% employer match about $173,558 at 4% or $115,706 at 6%.
200813$110,737$46,761$15,587iApproximate average salary by contribution assumption: employee only about $389,675 at 4% or $259,783 at 6%; with 50% employer match about $259,783 at 4% or $173,189 at 6%; with 100% employer match about $194,838 at 4% or $129,892 at 6%.
Clb Financial Planning LLC 401K Plan-3$110,737$46,761$15,587iApproximate average salary by contribution assumption: employee only about $389,675 at 4% or $259,783 at 6%; with 50% employer match about $259,783 at 4% or $173,189 at 6%; with 100% employer match about $194,838 at 4% or $129,892 at 6%.
200713$98,780$47,548$15,849iApproximate average salary by contribution assumption: employee only about $396,233 at 4% or $264,156 at 6%; with 50% employer match about $264,156 at 4% or $176,104 at 6%; with 100% employer match about $198,117 at 4% or $132,078 at 6%.
Clb Financial Planning LLC 401K Plan-3$98,780$47,548$15,849iApproximate average salary by contribution assumption: employee only about $396,233 at 4% or $264,156 at 6%; with 50% employer match about $264,156 at 4% or $176,104 at 6%; with 100% employer match about $198,117 at 4% or $132,078 at 6%.
200613$47,992$46,337$15,446iApproximate average salary by contribution assumption: employee only about $386,142 at 4% or $257,428 at 6%; with 50% employer match about $257,428 at 4% or $171,619 at 6%; with 100% employer match about $193,071 at 4% or $128,714 at 6%.
Clb Financial Planning LLC 401K Plan-3$47,992$46,337$15,446iApproximate average salary by contribution assumption: employee only about $386,142 at 4% or $257,428 at 6%; with 50% employer match about $257,428 at 4% or $171,619 at 6%; with 100% employer match about $193,071 at 4% or $128,714 at 6%.