Civic Intelligence

Financial Planning Concepts

Plan context: Financial Planning Concepts 401(K) Profit Sharing Plan

EIN 13-3259619 • Fort Lauderdale, FL • 13 filings • 3 plans

3296 N. Federal Hwy., #11396Fort Lauderdale, FL 33339
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$953,520

2012 Contributions

$23,524

Historical Graphs

Total Assets Over Time

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

$953,520$476,760$0200320082011YearValue
$953,520Latest year 2011

Participants Over Time

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

320200020062011YearValue
3Latest year 2011

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
201210$0$23,524-
Financial Planning Concepts 401(K) Profit Sharing Plan-0$0$23,524-
201113$953,520$504,053$168,018iApproximate average salary by contribution assumption: employee only about $4,200,442 at 4% or $2,800,294 at 6%; with 50% employer match about $2,800,294 at 4% or $1,866,863 at 6%; with 100% employer match about $2,100,221 at 4% or $1,400,147 at 6%.
Financial Planning Concepts 401(K) Profit Sharing Plan-3$953,520$504,053$168,018iApproximate average salary by contribution assumption: employee only about $4,200,442 at 4% or $2,800,294 at 6%; with 50% employer match about $2,800,294 at 4% or $1,866,863 at 6%; with 100% employer match about $2,100,221 at 4% or $1,400,147 at 6%.
201013$865,957$95,571$31,857iApproximate average salary by contribution assumption: employee only about $796,425 at 4% or $530,950 at 6%; with 50% employer match about $530,950 at 4% or $353,967 at 6%; with 100% employer match about $398,213 at 4% or $265,475 at 6%.
Financial Planning Concepts 401(K) Profit Sharing Plan-3$865,957$95,571$31,857iApproximate average salary by contribution assumption: employee only about $796,425 at 4% or $530,950 at 6%; with 50% employer match about $530,950 at 4% or $353,967 at 6%; with 100% employer match about $398,213 at 4% or $265,475 at 6%.
200913$717,325$64,635$21,545iApproximate average salary by contribution assumption: employee only about $538,625 at 4% or $359,083 at 6%; with 50% employer match about $359,083 at 4% or $239,389 at 6%; with 100% employer match about $269,313 at 4% or $179,542 at 6%.
Financial Planning Concepts 401(K) Profit Sharing Plan-3$717,325$64,635$21,545iApproximate average salary by contribution assumption: employee only about $538,625 at 4% or $359,083 at 6%; with 50% employer match about $359,083 at 4% or $239,389 at 6%; with 100% employer match about $269,313 at 4% or $179,542 at 6%.
200812$564,846$80,252$40,126iApproximate average salary by contribution assumption: employee only about $1,003,150 at 4% or $668,767 at 6%; with 50% employer match about $668,767 at 4% or $445,844 at 6%; with 100% employer match about $501,575 at 4% or $334,383 at 6%.
Financial Planning Concepts 401(K) Profit Sharing Plan-2$564,846$80,252$40,126iApproximate average salary by contribution assumption: employee only about $1,003,150 at 4% or $668,767 at 6%; with 50% employer match about $668,767 at 4% or $445,844 at 6%; with 100% employer match about $501,575 at 4% or $334,383 at 6%.
200713$0$0-
Financial Planning Concepts 401(K) Profit Sharing Plan-3---
200613$442,205$76,543$25,514iApproximate average salary by contribution assumption: employee only about $637,858 at 4% or $425,239 at 6%; with 50% employer match about $425,239 at 4% or $283,493 at 6%; with 100% employer match about $318,929 at 4% or $212,619 at 6%.
Financial Planning Concepts 401(K) Profit Sharing Plan-3$442,205$76,543$25,514iApproximate average salary by contribution assumption: employee only about $637,858 at 4% or $425,239 at 6%; with 50% employer match about $425,239 at 4% or $283,493 at 6%; with 100% employer match about $318,929 at 4% or $212,619 at 6%.
200513$334,624$43,584$14,528iApproximate average salary by contribution assumption: employee only about $363,200 at 4% or $242,133 at 6%; with 50% employer match about $242,133 at 4% or $161,422 at 6%; with 100% employer match about $181,600 at 4% or $121,067 at 6%.
Financial Planning Concepts 401(K) Profit Sharing Plan-3$334,624$43,584$14,528iApproximate average salary by contribution assumption: employee only about $363,200 at 4% or $242,133 at 6%; with 50% employer match about $242,133 at 4% or $161,422 at 6%; with 100% employer match about $181,600 at 4% or $121,067 at 6%.
200413$278,687$33,019$11,006iApproximate average salary by contribution assumption: employee only about $275,158 at 4% or $183,439 at 6%; with 50% employer match about $183,439 at 4% or $122,293 at 6%; with 100% employer match about $137,579 at 4% or $91,719 at 6%.
Financial Planning Concepts 401(K) Profit Sharing Plan-3$278,687$33,019$11,006iApproximate average salary by contribution assumption: employee only about $275,158 at 4% or $183,439 at 6%; with 50% employer match about $183,439 at 4% or $122,293 at 6%; with 100% employer match about $137,579 at 4% or $91,719 at 6%.
200313$225,372$22,410$7,470iApproximate average salary by contribution assumption: employee only about $186,750 at 4% or $124,500 at 6%; with 50% employer match about $124,500 at 4% or $83,000 at 6%; with 100% employer match about $93,375 at 4% or $62,250 at 6%.
Financial Planning Concepts 401(K) Profit Sharing Plan-3$225,372$22,410$7,470iApproximate average salary by contribution assumption: employee only about $186,750 at 4% or $124,500 at 6%; with 50% employer match about $124,500 at 4% or $83,000 at 6%; with 100% employer match about $93,375 at 4% or $62,250 at 6%.
200213$0$0-
Financial Planning Concepts 401(K) Profit Sharing Plan-3---
200112$0$0-
Financial Planning Concepts 401(K) Profit Sharing Plan-2---
200013$0$0-
Financial Planning Concepts 401(K) Profit Sharing Plan-3---