Civic Intelligence

ALAN R. LEIST PLANNING GROUP, INC.

Plan context: Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan

EIN 16-1171298 • Utica, NY • 27 filings • 5 plans

114 Business Park DriveUtica, NY 13502-6302
Current Snapshot

Latest Year

2013

2013 Participants

26

2013 Assets

$5,138,028

2013 Contributions

$370,512

Historical Graphs

Total Assets Over Time

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

$5,347,740$2,673,870$0199920072013YearValue
$5,138,028Latest year 2013

Participants Over Time

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

28140199920062013YearValue
26Latest year 2013

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
2013226$5,138,028$370,512$14,250iApproximate average salary by contribution assumption: employee only about $356,262 at 4% or $237,508 at 6%; with 50% employer match about $237,508 at 4% or $158,338 at 6%; with 100% employer match about $178,131 at 4% or $118,754 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-26$4,562,594$370,512$14,250iApproximate average salary by contribution assumption: employee only about $356,262 at 4% or $237,508 at 6%; with 50% employer match about $237,508 at 4% or $158,338 at 6%; with 100% employer match about $178,131 at 4% or $118,754 at 6%.
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN-18$575,434--
2012225$4,554,461$223,722$8,949iApproximate average salary by contribution assumption: employee only about $223,722 at 4% or $149,148 at 6%; with 50% employer match about $149,148 at 4% or $99,432 at 6%; with 100% employer match about $111,861 at 4% or $74,574 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-25$4,031,597$213,896$8,556iApproximate average salary by contribution assumption: employee only about $213,896 at 4% or $142,597 at 6%; with 50% employer match about $142,597 at 4% or $95,065 at 6%; with 100% employer match about $106,948 at 4% or $71,299 at 6%.
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN-18$522,864$9,826$546iApproximate average salary by contribution assumption: employee only about $13,647 at 4% or $9,098 at 6%; with 50% employer match about $9,098 at 4% or $6,065 at 6%; with 100% employer match about $6,824 at 4% or $4,549 at 6%.
2011221$5,347,740$296,113$14,101iApproximate average salary by contribution assumption: employee only about $352,515 at 4% or $235,010 at 6%; with 50% employer match about $235,010 at 4% or $156,674 at 6%; with 100% employer match about $176,258 at 4% or $117,505 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-21$4,875,497$291,897$13,900iApproximate average salary by contribution assumption: employee only about $347,496 at 4% or $231,664 at 6%; with 50% employer match about $231,664 at 4% or $154,443 at 6%; with 100% employer match about $173,748 at 4% or $115,832 at 6%.
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN-18$472,243$4,216$234iApproximate average salary by contribution assumption: employee only about $5,856 at 4% or $3,904 at 6%; with 50% employer match about $3,904 at 4% or $2,602 at 6%; with 100% employer match about $2,928 at 4% or $1,952 at 6%.
2010225$5,121,203$329,876$13,195iApproximate average salary by contribution assumption: employee only about $329,876 at 4% or $219,917 at 6%; with 50% employer match about $219,917 at 4% or $146,612 at 6%; with 100% employer match about $164,938 at 4% or $109,959 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-25$4,682,863$326,527$13,061iApproximate average salary by contribution assumption: employee only about $326,527 at 4% or $217,685 at 6%; with 50% employer match about $217,685 at 4% or $145,123 at 6%; with 100% employer match about $163,264 at 4% or $108,842 at 6%.
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN-19$438,340$3,349$176iApproximate average salary by contribution assumption: employee only about $4,407 at 4% or $2,938 at 6%; with 50% employer match about $2,938 at 4% or $1,958 at 6%; with 100% employer match about $2,203 at 4% or $1,469 at 6%.
2009222$4,318,582$243,458$11,066iApproximate average salary by contribution assumption: employee only about $276,657 at 4% or $184,438 at 6%; with 50% employer match about $184,438 at 4% or $122,959 at 6%; with 100% employer match about $138,328 at 4% or $92,219 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-22$3,920,583$239,734$10,897iApproximate average salary by contribution assumption: employee only about $272,425 at 4% or $181,617 at 6%; with 50% employer match about $181,617 at 4% or $121,078 at 6%; with 100% employer match about $136,213 at 4% or $90,808 at 6%.
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN-21$397,999$3,724$177iApproximate average salary by contribution assumption: employee only about $4,433 at 4% or $2,956 at 6%; with 50% employer match about $2,956 at 4% or $1,970 at 6%; with 100% employer match about $2,217 at 4% or $1,478 at 6%.
2008228$3,921,519$437,451$15,623iApproximate average salary by contribution assumption: employee only about $390,581 at 4% or $260,388 at 6%; with 50% employer match about $260,388 at 4% or $173,592 at 6%; with 100% employer match about $195,291 at 4% or $130,194 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-28$3,555,210$337,804$12,064iApproximate average salary by contribution assumption: employee only about $301,611 at 4% or $201,074 at 6%; with 50% employer match about $201,074 at 4% or $134,049 at 6%; with 100% employer match about $150,805 at 4% or $100,537 at 6%.
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN-22$366,309$99,647$4,529iApproximate average salary by contribution assumption: employee only about $113,235 at 4% or $75,490 at 6%; with 50% employer match about $75,490 at 4% or $50,327 at 6%; with 100% employer match about $56,618 at 4% or $37,745 at 6%.
2007225$4,845,298$371,076$14,843iApproximate average salary by contribution assumption: employee only about $371,076 at 4% or $247,384 at 6%; with 50% employer match about $247,384 at 4% or $164,923 at 6%; with 100% employer match about $185,538 at 4% or $123,692 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-25$4,845,298$371,076$14,843iApproximate average salary by contribution assumption: employee only about $371,076 at 4% or $247,384 at 6%; with 50% employer match about $247,384 at 4% or $164,923 at 6%; with 100% employer match about $185,538 at 4% or $123,692 at 6%.
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN-21---
2006227$5,095,635$566,416$20,978iApproximate average salary by contribution assumption: employee only about $524,459 at 4% or $349,640 at 6%; with 50% employer match about $349,640 at 4% or $233,093 at 6%; with 100% employer match about $262,230 at 4% or $174,820 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-27$4,951,091$421,872$15,625iApproximate average salary by contribution assumption: employee only about $390,622 at 4% or $260,415 at 6%; with 50% employer match about $260,415 at 4% or $173,610 at 6%; with 100% employer match about $195,311 at 4% or $130,207 at 6%.
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN-21$144,544$144,544$6,883iApproximate average salary by contribution assumption: employee only about $172,076 at 4% or $114,717 at 6%; with 50% employer match about $114,717 at 4% or $76,478 at 6%; with 100% employer match about $86,038 at 4% or $57,359 at 6%.
2005120$3,974,940$292,202$14,610iApproximate average salary by contribution assumption: employee only about $365,253 at 4% or $243,502 at 6%; with 50% employer match about $243,502 at 4% or $162,334 at 6%; with 100% employer match about $182,626 at 4% or $121,751 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-20$3,974,940$292,202$14,610iApproximate average salary by contribution assumption: employee only about $365,253 at 4% or $243,502 at 6%; with 50% employer match about $243,502 at 4% or $162,334 at 6%; with 100% employer match about $182,626 at 4% or $121,751 at 6%.
2004119$3,377,274$484,042$25,476iApproximate average salary by contribution assumption: employee only about $636,897 at 4% or $424,598 at 6%; with 50% employer match about $424,598 at 4% or $283,065 at 6%; with 100% employer match about $318,449 at 4% or $212,299 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-19$3,377,274$484,042$25,476iApproximate average salary by contribution assumption: employee only about $636,897 at 4% or $424,598 at 6%; with 50% employer match about $424,598 at 4% or $283,065 at 6%; with 100% employer match about $318,449 at 4% or $212,299 at 6%.
2003121$2,575,762$218,820$10,420iApproximate average salary by contribution assumption: employee only about $260,500 at 4% or $173,667 at 6%; with 50% employer match about $173,667 at 4% or $115,778 at 6%; with 100% employer match about $130,250 at 4% or $86,833 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-21$2,575,762$218,820$10,420iApproximate average salary by contribution assumption: employee only about $260,500 at 4% or $173,667 at 6%; with 50% employer match about $173,667 at 4% or $115,778 at 6%; with 100% employer match about $130,250 at 4% or $86,833 at 6%.
2002217$0$0-
Alan R. Leist Planning Group Inc. Money Purchase Plan-0---
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-17---
2001215$0$0-
Alan R. Leist Planning Group Inc. Money Purchase Plan-14---
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-15---
2000214$1,339,055$43,991$3,142iApproximate average salary by contribution assumption: employee only about $78,555 at 4% or $52,370 at 6%; with 50% employer match about $52,370 at 4% or $34,913 at 6%; with 100% employer match about $39,278 at 4% or $26,185 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-14$1,339,055$43,991$3,142iApproximate average salary by contribution assumption: employee only about $78,555 at 4% or $52,370 at 6%; with 50% employer match about $52,370 at 4% or $34,913 at 6%; with 100% employer match about $39,278 at 4% or $26,185 at 6%.
Alan R. Leist Planning Group Inc. Money Purchase Plan-13---
1999213$1,855,470$154,790$11,907iApproximate average salary by contribution assumption: employee only about $297,673 at 4% or $198,449 at 6%; with 50% employer match about $198,449 at 4% or $132,299 at 6%; with 100% employer match about $148,837 at 4% or $99,224 at 6%.
Alan R. Leist Planning Group Inc. Employee Profit Sharing Plan-13$1,343,603$55,779$4,291iApproximate average salary by contribution assumption: employee only about $107,267 at 4% or $71,512 at 6%; with 50% employer match about $71,512 at 4% or $47,674 at 6%; with 100% employer match about $53,634 at 4% or $35,756 at 6%.
Alan R. Leist Planning Group Inc. Money Purchase Plan-11$511,867$99,011$9,001iApproximate average salary by contribution assumption: employee only about $225,025 at 4% or $150,017 at 6%; with 50% employer match about $150,017 at 4% or $100,011 at 6%; with 100% employer match about $112,513 at 4% or $75,008 at 6%.