Civic Intelligence

3D WEALTH MANAGEMENT SERVICES, LLC

Plan context: Retirement Planning & Administration Inc. 401(K) Profit Sharing Plan and Trust

EIN 11-2581237 • Locust Valley, NY • 6 filings • 2 plans

168 Forest AvenueSuite 101Locust Valley, NY 11560
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,400,298

2024 Contributions

$338,512

Historical Graphs

Total Assets Over Time

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

$4,314,186$2,157,093$0202020222024YearValue
$3,400,298Latest year 2024

Participants Over Time

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

840202020222024YearValue
8Latest 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
202418$3,400,298$338,512$42,314iApproximate average salary by contribution assumption: employee only about $1,057,850 at 4% or $705,233 at 6%; with 50% employer match about $705,233 at 4% or $470,156 at 6%; with 100% employer match about $528,925 at 4% or $352,617 at 6%.
Retirement Planning & Administration Inc. 401(K) Profit Sharing Plan and Trust-8$3,400,298$338,512$42,314iApproximate average salary by contribution assumption: employee only about $1,057,850 at 4% or $705,233 at 6%; with 50% employer match about $705,233 at 4% or $470,156 at 6%; with 100% employer match about $528,925 at 4% or $352,617 at 6%.
202318$2,655,959$202,123$25,265iApproximate average salary by contribution assumption: employee only about $631,634 at 4% or $421,090 at 6%; with 50% employer match about $421,090 at 4% or $280,726 at 6%; with 100% employer match about $315,817 at 4% or $210,545 at 6%.
Retirement Planning & Administration Inc. 401(K) Profit Sharing Plan and Trust-8$2,655,959$202,123$25,265iApproximate average salary by contribution assumption: employee only about $631,634 at 4% or $421,090 at 6%; with 50% employer match about $421,090 at 4% or $280,726 at 6%; with 100% employer match about $315,817 at 4% or $210,545 at 6%.
202217$2,076,036$376,940$53,849iApproximate average salary by contribution assumption: employee only about $1,346,214 at 4% or $897,476 at 6%; with 50% employer match about $897,476 at 4% or $598,317 at 6%; with 100% employer match about $673,107 at 4% or $448,738 at 6%.
Retirement Planning & Administration Inc. 401(K) Profit Sharing Plan and Trust-7$2,076,036$376,940$53,849iApproximate average salary by contribution assumption: employee only about $1,346,214 at 4% or $897,476 at 6%; with 50% employer match about $897,476 at 4% or $598,317 at 6%; with 100% employer match about $673,107 at 4% or $448,738 at 6%.
202127$4,314,186$248,396$35,485iApproximate average salary by contribution assumption: employee only about $887,129 at 4% or $591,419 at 6%; with 50% employer match about $591,419 at 4% or $394,279 at 6%; with 100% employer match about $443,564 at 4% or $295,710 at 6%.
Retirement Planning & Administration Inc. 401(K) Profit Sharing Plan and Trust-7$2,157,093$124,198$17,743iApproximate average salary by contribution assumption: employee only about $443,564 at 4% or $295,710 at 6%; with 50% employer match about $295,710 at 4% or $197,140 at 6%; with 100% employer match about $221,782 at 4% or $147,855 at 6%.
Retirement Planning & Administration Inc. 401(K) Profit Sharing Plan and Trust-7$2,157,093$124,198$17,743iApproximate average salary by contribution assumption: employee only about $443,564 at 4% or $295,710 at 6%; with 50% employer match about $295,710 at 4% or $197,140 at 6%; with 100% employer match about $221,782 at 4% or $147,855 at 6%.
202018$1,807,787$52,466$6,558iApproximate average salary by contribution assumption: employee only about $163,956 at 4% or $109,304 at 6%; with 50% employer match about $109,304 at 4% or $72,869 at 6%; with 100% employer match about $81,978 at 4% or $54,652 at 6%.
Retirement Planning & Administration Inc. 401(K) Profit Sharing Plan and Trust-8$1,807,787$52,466$6,558iApproximate average salary by contribution assumption: employee only about $163,956 at 4% or $109,304 at 6%; with 50% employer match about $109,304 at 4% or $72,869 at 6%; with 100% employer match about $81,978 at 4% or $54,652 at 6%.