Civic Intelligence

P.G. Life Planning Associates Inc.

Plan context: P.G. Life Planning Associates Inc. Employee Profit Sharing Plan

EIN 06-1174780 • Palm Beach Gardens, FL • 21 filings • 4 plans

154 Esperanza WayPalm Beach Gardens, FL 33418
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$1,556,933

2015 Contributions

$12,198

Historical Graphs

Total Assets Over Time

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

$1,556,933$778,467$0199920092014YearValue
$1,556,933Latest year 2014

Participants Over Time

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

320199920072014YearValue
2Latest year 2014

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
201510$0$0-
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-0$0$0-
201412$1,556,933$0-
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-2$1,556,933$0-
201312$1,550,542$0-
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-2$1,550,542$0-
201212$1,368,345$0-
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-2$1,368,345$0-
201112$1,399,112$0-
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-2$1,399,112$0-
201012$1,408,648$12,198$6,099iApproximate average salary by contribution assumption: employee only about $152,475 at 4% or $101,650 at 6%; with 50% employer match about $101,650 at 4% or $67,767 at 6%; with 100% employer match about $76,238 at 4% or $50,825 at 6%.
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-2$1,408,648$12,198$6,099iApproximate average salary by contribution assumption: employee only about $152,475 at 4% or $101,650 at 6%; with 50% employer match about $101,650 at 4% or $67,767 at 6%; with 100% employer match about $76,238 at 4% or $50,825 at 6%.
200911$1,257,367$17,264$17,264iApproximate average salary by contribution assumption: employee only about $431,600 at 4% or $287,733 at 6%; with 50% employer match about $287,733 at 4% or $191,822 at 6%; with 100% employer match about $215,800 at 4% or $143,867 at 6%.
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-1$1,257,367$17,264$17,264iApproximate average salary by contribution assumption: employee only about $431,600 at 4% or $287,733 at 6%; with 50% employer match about $287,733 at 4% or $191,822 at 6%; with 100% employer match about $215,800 at 4% or $143,867 at 6%.
200813$0$0-
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-3---
200713$0$0-
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-3---
200612$1,269,541$15,206$7,603iApproximate average salary by contribution assumption: employee only about $190,075 at 4% or $126,717 at 6%; with 50% employer match about $126,717 at 4% or $84,478 at 6%; with 100% employer match about $95,038 at 4% or $63,358 at 6%.
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-2$1,269,541$15,206$7,603iApproximate average salary by contribution assumption: employee only about $190,075 at 4% or $126,717 at 6%; with 50% employer match about $126,717 at 4% or $84,478 at 6%; with 100% employer match about $95,038 at 4% or $63,358 at 6%.
200512$1,115,140$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-2$1,115,140$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200412$978,695$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-2$978,695$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200311$0$0-
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-1---
200222$925,921$16,138$8,069iApproximate average salary by contribution assumption: employee only about $201,725 at 4% or $134,483 at 6%; with 50% employer match about $134,483 at 4% or $89,656 at 6%; with 100% employer match about $100,863 at 4% or $67,242 at 6%.
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-2$925,921$16,138$8,069iApproximate average salary by contribution assumption: employee only about $201,725 at 4% or $134,483 at 6%; with 50% employer match about $134,483 at 4% or $89,656 at 6%; with 100% employer match about $100,863 at 4% or $67,242 at 6%.
P.G. Life Planning Assoc. Inc. Money Purchase Plan-0---
200122$0$0-
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-2---
P.G. Life Planning Assoc. Inc. Money Purchase Plan-2---
200022$0$0-
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-2---
P.G. Life Planning Assoc. Inc. Money Purchase Plan-2---
199922$1,086,295$27,500$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
P.G. Life Planning Associates Inc. Employee Profit Sharing Plan-2$1,026,173$20,625$10,313iApproximate average salary by contribution assumption: employee only about $257,813 at 4% or $171,875 at 6%; with 50% employer match about $171,875 at 4% or $114,583 at 6%; with 100% employer match about $128,906 at 4% or $85,938 at 6%.
P.G. Life Planning Assoc. Inc. Money Purchase Plan-2$60,122$6,875$3,438iApproximate average salary by contribution assumption: employee only about $85,938 at 4% or $57,292 at 6%; with 50% employer match about $57,292 at 4% or $38,194 at 6%; with 100% employer match about $42,969 at 4% or $28,646 at 6%.