Impact Planning Group LLC
Plan context: Impact Planning Group LLC 401(K) Retirement Plan
EIN 13-3027320 • Ridgefield, CT • 21 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,575,516
2024 Contributions
$153,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $1,575,516 | $153,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 3 | $1,575,516 | $153,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| 2023 | 1 | 4 | $1,346,101 | $142,746 | $35,687iApproximate average salary by contribution assumption: employee only about $892,163 at 4% or $594,775 at 6%; with 50% employer match about $594,775 at 4% or $396,517 at 6%; with 100% employer match about $446,081 at 4% or $297,388 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 4 | $1,346,101 | $142,746 | $35,687iApproximate average salary by contribution assumption: employee only about $892,163 at 4% or $594,775 at 6%; with 50% employer match about $594,775 at 4% or $396,517 at 6%; with 100% employer match about $446,081 at 4% or $297,388 at 6%. |
| 2022 | 1 | 4 | $1,886,461 | $139,300 | $34,825iApproximate average salary by contribution assumption: employee only about $870,625 at 4% or $580,417 at 6%; with 50% employer match about $580,417 at 4% or $386,944 at 6%; with 100% employer match about $435,313 at 4% or $290,208 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 4 | $1,886,461 | $139,300 | $34,825iApproximate average salary by contribution assumption: employee only about $870,625 at 4% or $580,417 at 6%; with 50% employer match about $580,417 at 4% or $386,944 at 6%; with 100% employer match about $435,313 at 4% or $290,208 at 6%. |
| 2021 | 1 | 4 | $2,140,000 | $108,358 | $27,090iApproximate average salary by contribution assumption: employee only about $677,238 at 4% or $451,492 at 6%; with 50% employer match about $451,492 at 4% or $300,994 at 6%; with 100% employer match about $338,619 at 4% or $225,746 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 4 | $2,140,000 | $108,358 | $27,090iApproximate average salary by contribution assumption: employee only about $677,238 at 4% or $451,492 at 6%; with 50% employer match about $451,492 at 4% or $300,994 at 6%; with 100% employer match about $338,619 at 4% or $225,746 at 6%. |
| 2020 | 1 | 4 | $1,738,839 | $139,087 | $34,772iApproximate average salary by contribution assumption: employee only about $869,294 at 4% or $579,529 at 6%; with 50% employer match about $579,529 at 4% or $386,353 at 6%; with 100% employer match about $434,647 at 4% or $289,765 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 4 | $1,738,839 | $139,087 | $34,772iApproximate average salary by contribution assumption: employee only about $869,294 at 4% or $579,529 at 6%; with 50% employer match about $579,529 at 4% or $386,353 at 6%; with 100% employer match about $434,647 at 4% or $289,765 at 6%. |
| 2019 | 1 | 4 | $1,535,408 | $155,475 | $38,869iApproximate average salary by contribution assumption: employee only about $971,719 at 4% or $647,813 at 6%; with 50% employer match about $647,813 at 4% or $431,875 at 6%; with 100% employer match about $485,859 at 4% or $323,906 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 4 | $1,535,408 | $155,475 | $38,869iApproximate average salary by contribution assumption: employee only about $971,719 at 4% or $647,813 at 6%; with 50% employer match about $647,813 at 4% or $431,875 at 6%; with 100% employer match about $485,859 at 4% or $323,906 at 6%. |
| 2018 | 1 | 4 | $1,113,630 | $178,065 | $44,516iApproximate average salary by contribution assumption: employee only about $1,112,906 at 4% or $741,938 at 6%; with 50% employer match about $741,938 at 4% or $494,625 at 6%; with 100% employer match about $556,453 at 4% or $370,969 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 4 | $1,113,630 | $178,065 | $44,516iApproximate average salary by contribution assumption: employee only about $1,112,906 at 4% or $741,938 at 6%; with 50% employer match about $741,938 at 4% or $494,625 at 6%; with 100% employer match about $556,453 at 4% or $370,969 at 6%. |
| 2017 | 1 | 4 | $1,009,511 | $167,419 | $41,855iApproximate average salary by contribution assumption: employee only about $1,046,369 at 4% or $697,579 at 6%; with 50% employer match about $697,579 at 4% or $465,053 at 6%; with 100% employer match about $523,184 at 4% or $348,790 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 4 | $1,009,511 | $167,419 | $41,855iApproximate average salary by contribution assumption: employee only about $1,046,369 at 4% or $697,579 at 6%; with 50% employer match about $697,579 at 4% or $465,053 at 6%; with 100% employer match about $523,184 at 4% or $348,790 at 6%. |
| 2016 | 1 | 4 | $699,664 | $185,898 | $46,475iApproximate average salary by contribution assumption: employee only about $1,161,863 at 4% or $774,575 at 6%; with 50% employer match about $774,575 at 4% or $516,383 at 6%; with 100% employer match about $580,931 at 4% or $387,288 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 4 | $699,664 | $185,898 | $46,475iApproximate average salary by contribution assumption: employee only about $1,161,863 at 4% or $774,575 at 6%; with 50% employer match about $774,575 at 4% or $516,383 at 6%; with 100% employer match about $580,931 at 4% or $387,288 at 6%. |
| 2015 | 1 | 5 | $708,715 | $184,304 | $36,861iApproximate average salary by contribution assumption: employee only about $921,520 at 4% or $614,347 at 6%; with 50% employer match about $614,347 at 4% or $409,564 at 6%; with 100% employer match about $460,760 at 4% or $307,173 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 5 | $708,715 | $184,304 | $36,861iApproximate average salary by contribution assumption: employee only about $921,520 at 4% or $614,347 at 6%; with 50% employer match about $614,347 at 4% or $409,564 at 6%; with 100% employer match about $460,760 at 4% or $307,173 at 6%. |
| 2014 | 1 | 6 | $587,076 | $184,478 | $30,746iApproximate average salary by contribution assumption: employee only about $768,658 at 4% or $512,439 at 6%; with 50% employer match about $512,439 at 4% or $341,626 at 6%; with 100% employer match about $384,329 at 4% or $256,219 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 6 | $587,076 | $184,478 | $30,746iApproximate average salary by contribution assumption: employee only about $768,658 at 4% or $512,439 at 6%; with 50% employer match about $512,439 at 4% or $341,626 at 6%; with 100% employer match about $384,329 at 4% or $256,219 at 6%. |
| 2013 | 1 | 6 | $388,504 | $203,903 | $33,984iApproximate average salary by contribution assumption: employee only about $849,596 at 4% or $566,397 at 6%; with 50% employer match about $566,397 at 4% or $377,598 at 6%; with 100% employer match about $424,798 at 4% or $283,199 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 6 | $388,504 | $203,903 | $33,984iApproximate average salary by contribution assumption: employee only about $849,596 at 4% or $566,397 at 6%; with 50% employer match about $566,397 at 4% or $377,598 at 6%; with 100% employer match about $424,798 at 4% or $283,199 at 6%. |
| 2012 | 2 | 5 | $324,674 | $323,668 | $64,734iApproximate average salary by contribution assumption: employee only about $1,618,340 at 4% or $1,078,893 at 6%; with 50% employer match about $1,078,893 at 4% or $719,262 at 6%; with 100% employer match about $809,170 at 4% or $539,447 at 6%. |
| Impact Planning Group 401K Plan | - | 5 | $162,337 | $161,834 | $32,367iApproximate average salary by contribution assumption: employee only about $809,170 at 4% or $539,447 at 6%; with 50% employer match about $539,447 at 4% or $359,631 at 6%; with 100% employer match about $404,585 at 4% or $269,723 at 6%. |
| Impact Planning Group LLC 401(K) Retirement Plan | - | 5 | $162,337 | $161,834 | $32,367iApproximate average salary by contribution assumption: employee only about $809,170 at 4% or $539,447 at 6%; with 50% employer match about $539,447 at 4% or $359,631 at 6%; with 100% employer match about $404,585 at 4% or $269,723 at 6%. |
| 2005 | 1 | 0 | $0 | $0 | - |
| Impact Planning Group 401K Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $568,839 | $0 | - |
| Impact Planning Group 401K Plan | - | 0 | $568,839 | - | - |
| 2003 | 1 | 6 | $2,011,029 | $171,645 | $28,608iApproximate average salary by contribution assumption: employee only about $715,188 at 4% or $476,792 at 6%; with 50% employer match about $476,792 at 4% or $317,861 at 6%; with 100% employer match about $357,594 at 4% or $238,396 at 6%. |
| Impact Planning Group 401K Plan | - | 6 | $2,011,029 | $171,645 | $28,608iApproximate average salary by contribution assumption: employee only about $715,188 at 4% or $476,792 at 6%; with 50% employer match about $476,792 at 4% or $317,861 at 6%; with 100% employer match about $357,594 at 4% or $238,396 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Impact Planning Group 401K Plan | - | 6 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Impact Planning Group 401K Plan | - | 7 | - | - | - |
| 2000 | 1 | 9 | $1,719,085 | $111,317 | $12,369iApproximate average salary by contribution assumption: employee only about $309,214 at 4% or $206,143 at 6%; with 50% employer match about $206,143 at 4% or $137,428 at 6%; with 100% employer match about $154,607 at 4% or $103,071 at 6%. |
| Impact Planning Group 401K Plan | - | 9 | $1,719,085 | $111,317 | $12,369iApproximate average salary by contribution assumption: employee only about $309,214 at 4% or $206,143 at 6%; with 50% employer match about $206,143 at 4% or $137,428 at 6%; with 100% employer match about $154,607 at 4% or $103,071 at 6%. |
| 1999 | 1 | 16 | $2,149,615 | $72,408 | $4,526iApproximate average salary by contribution assumption: employee only about $113,138 at 4% or $75,425 at 6%; with 50% employer match about $75,425 at 4% or $50,283 at 6%; with 100% employer match about $56,569 at 4% or $37,713 at 6%. |
| Impact Planning Group 401K Plan | - | 16 | $2,149,615 | $72,408 | $4,526iApproximate average salary by contribution assumption: employee only about $113,138 at 4% or $75,425 at 6%; with 50% employer match about $75,425 at 4% or $50,283 at 6%; with 100% employer match about $56,569 at 4% or $37,713 at 6%. |