Systems Management / Planning Inc.
Plan context: Systems Management / Planning Inc. 401(K) Profit Sharing Plan
EIN 16-1545953 • West Henrietta, NY • 23 filings • 9 plans
Current Snapshot
Latest Year
2021
2021 Participants
103
2021 Assets
$14,636,886
2021 Contributions
$120,222
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $120,222 | - |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 0 | - | $120,222 | - |
| 2020 | 1 | 103 | $14,636,886 | $1,802,238 | $17,497iApproximate average salary by contribution assumption: employee only about $437,436 at 4% or $291,624 at 6%; with 50% employer match about $291,624 at 4% or $194,416 at 6%; with 100% employer match about $218,718 at 4% or $145,812 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 103 | $14,636,886 | $1,802,238 | $17,497iApproximate average salary by contribution assumption: employee only about $437,436 at 4% or $291,624 at 6%; with 50% employer match about $291,624 at 4% or $194,416 at 6%; with 100% employer match about $218,718 at 4% or $145,812 at 6%. |
| 2019 | 1 | 122 | $11,518,986 | $2,002,909 | $16,417iApproximate average salary by contribution assumption: employee only about $410,432 at 4% or $273,621 at 6%; with 50% employer match about $273,621 at 4% or $182,414 at 6%; with 100% employer match about $205,216 at 4% or $136,811 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 122 | $11,518,986 | $2,002,909 | $16,417iApproximate average salary by contribution assumption: employee only about $410,432 at 4% or $273,621 at 6%; with 50% employer match about $273,621 at 4% or $182,414 at 6%; with 100% employer match about $205,216 at 4% or $136,811 at 6%. |
| 2018 | 1 | 103 | $7,988,577 | $1,491,321 | $14,479iApproximate average salary by contribution assumption: employee only about $361,971 at 4% or $241,314 at 6%; with 50% employer match about $241,314 at 4% or $160,876 at 6%; with 100% employer match about $180,986 at 4% or $120,657 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 103 | $7,988,577 | $1,491,321 | $14,479iApproximate average salary by contribution assumption: employee only about $361,971 at 4% or $241,314 at 6%; with 50% employer match about $241,314 at 4% or $160,876 at 6%; with 100% employer match about $180,986 at 4% or $120,657 at 6%. |
| 2017 | 1 | 88 | $7,429,071 | $1,250,679 | $14,212iApproximate average salary by contribution assumption: employee only about $355,307 at 4% or $236,871 at 6%; with 50% employer match about $236,871 at 4% or $157,914 at 6%; with 100% employer match about $177,653 at 4% or $118,436 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 88 | $7,429,071 | $1,250,679 | $14,212iApproximate average salary by contribution assumption: employee only about $355,307 at 4% or $236,871 at 6%; with 50% employer match about $236,871 at 4% or $157,914 at 6%; with 100% employer match about $177,653 at 4% or $118,436 at 6%. |
| 2016 | 1 | 93 | $5,512,466 | $1,371,385 | $14,746iApproximate average salary by contribution assumption: employee only about $368,652 at 4% or $245,768 at 6%; with 50% employer match about $245,768 at 4% or $163,845 at 6%; with 100% employer match about $184,326 at 4% or $122,884 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 93 | $5,512,466 | $1,371,385 | $14,746iApproximate average salary by contribution assumption: employee only about $368,652 at 4% or $245,768 at 6%; with 50% employer match about $245,768 at 4% or $163,845 at 6%; with 100% employer match about $184,326 at 4% or $122,884 at 6%. |
| 2015 | 1 | 91 | $4,196,436 | $1,404,230 | $15,431iApproximate average salary by contribution assumption: employee only about $385,777 at 4% or $257,185 at 6%; with 50% employer match about $257,185 at 4% or $171,457 at 6%; with 100% employer match about $192,889 at 4% or $128,592 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 91 | $4,196,436 | $1,404,230 | $15,431iApproximate average salary by contribution assumption: employee only about $385,777 at 4% or $257,185 at 6%; with 50% employer match about $257,185 at 4% or $171,457 at 6%; with 100% employer match about $192,889 at 4% or $128,592 at 6%. |
| 2014 | 1 | 69 | $3,076,818 | $718,464 | $10,413iApproximate average salary by contribution assumption: employee only about $260,313 at 4% or $173,542 at 6%; with 50% employer match about $173,542 at 4% or $115,695 at 6%; with 100% employer match about $130,157 at 4% or $86,771 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 69 | $3,076,818 | $718,464 | $10,413iApproximate average salary by contribution assumption: employee only about $260,313 at 4% or $173,542 at 6%; with 50% employer match about $173,542 at 4% or $115,695 at 6%; with 100% employer match about $130,157 at 4% or $86,771 at 6%. |
| 2013 | 1 | 61 | $2,235,040 | $607,375 | $9,957iApproximate average salary by contribution assumption: employee only about $248,924 at 4% or $165,949 at 6%; with 50% employer match about $165,949 at 4% or $110,633 at 6%; with 100% employer match about $124,462 at 4% or $82,975 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 61 | $2,235,040 | $607,375 | $9,957iApproximate average salary by contribution assumption: employee only about $248,924 at 4% or $165,949 at 6%; with 50% employer match about $165,949 at 4% or $110,633 at 6%; with 100% employer match about $124,462 at 4% or $82,975 at 6%. |
| 2012 | 1 | 52 | $1,637,047 | $495,589 | $9,531iApproximate average salary by contribution assumption: employee only about $238,264 at 4% or $158,843 at 6%; with 50% employer match about $158,843 at 4% or $105,895 at 6%; with 100% employer match about $119,132 at 4% or $79,421 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 52 | $1,637,047 | $495,589 | $9,531iApproximate average salary by contribution assumption: employee only about $238,264 at 4% or $158,843 at 6%; with 50% employer match about $158,843 at 4% or $105,895 at 6%; with 100% employer match about $119,132 at 4% or $79,421 at 6%. |
| 2011 | 1 | 43 | $1,203,328 | $329,573 | $7,664iApproximate average salary by contribution assumption: employee only about $191,612 at 4% or $127,741 at 6%; with 50% employer match about $127,741 at 4% or $85,161 at 6%; with 100% employer match about $95,806 at 4% or $63,871 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 43 | $1,203,328 | $329,573 | $7,664iApproximate average salary by contribution assumption: employee only about $191,612 at 4% or $127,741 at 6%; with 50% employer match about $127,741 at 4% or $85,161 at 6%; with 100% employer match about $95,806 at 4% or $63,871 at 6%. |
| 2010 | 1 | 34 | $981,611 | $128,759 | $3,787iApproximate average salary by contribution assumption: employee only about $94,676 at 4% or $63,117 at 6%; with 50% employer match about $63,117 at 4% or $42,078 at 6%; with 100% employer match about $47,338 at 4% or $31,559 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 34 | $981,611 | $128,759 | $3,787iApproximate average salary by contribution assumption: employee only about $94,676 at 4% or $63,117 at 6%; with 50% employer match about $63,117 at 4% or $42,078 at 6%; with 100% employer match about $47,338 at 4% or $31,559 at 6%. |
| 2009 | 1 | 33 | $758,400 | $102,689 | $3,112iApproximate average salary by contribution assumption: employee only about $77,795 at 4% or $51,863 at 6%; with 50% employer match about $51,863 at 4% or $34,575 at 6%; with 100% employer match about $38,897 at 4% or $25,932 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 33 | $758,400 | $102,689 | $3,112iApproximate average salary by contribution assumption: employee only about $77,795 at 4% or $51,863 at 6%; with 50% employer match about $51,863 at 4% or $34,575 at 6%; with 100% employer match about $38,897 at 4% or $25,932 at 6%. |
| 2008 | 1 | 30 | $565,953 | $131,084 | $4,369iApproximate average salary by contribution assumption: employee only about $109,237 at 4% or $72,824 at 6%; with 50% employer match about $72,824 at 4% or $48,550 at 6%; with 100% employer match about $54,618 at 4% or $36,412 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 30 | $565,953 | $131,084 | $4,369iApproximate average salary by contribution assumption: employee only about $109,237 at 4% or $72,824 at 6%; with 50% employer match about $72,824 at 4% or $48,550 at 6%; with 100% employer match about $54,618 at 4% or $36,412 at 6%. |
| 2007 | 1 | 26 | $900,723 | $155,719 | $5,989iApproximate average salary by contribution assumption: employee only about $149,730 at 4% or $99,820 at 6%; with 50% employer match about $99,820 at 4% or $66,547 at 6%; with 100% employer match about $74,865 at 4% or $49,910 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 26 | $900,723 | $155,719 | $5,989iApproximate average salary by contribution assumption: employee only about $149,730 at 4% or $99,820 at 6%; with 50% employer match about $99,820 at 4% or $66,547 at 6%; with 100% employer match about $74,865 at 4% or $49,910 at 6%. |
| 2006 | 1 | 25 | $668,416 | $165,180 | $6,607iApproximate average salary by contribution assumption: employee only about $165,180 at 4% or $110,120 at 6%; with 50% employer match about $110,120 at 4% or $73,413 at 6%; with 100% employer match about $82,590 at 4% or $55,060 at 6%. |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 25 | $668,416 | $165,180 | $6,607iApproximate average salary by contribution assumption: employee only about $165,180 at 4% or $110,120 at 6%; with 50% employer match about $110,120 at 4% or $73,413 at 6%; with 100% employer match about $82,590 at 4% or $55,060 at 6%. |
| 2005 | 1 | 28 | $490,344 | $0 | - |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 28 | $490,344 | - | - |
| 2004 | 1 | 34 | $0 | $0 | - |
| System Management/Planning Inc. 401K Profit Sharing Plan | - | 34 | - | - | - |
| 2003 | 1 | 29 | $0 | $0 | - |
| System Management/Planning Inc. 401K Profit Sharing Plan | - | 29 | - | - | - |
| 2002 | 1 | 24 | $0 | $0 | - |
| System Management/Planning Inc. 401K Profit Sharing Plan | - | 24 | - | - | - |
| 2001 | 1 | 11 | $31,746 | $35,702 | $3,246iApproximate average salary by contribution assumption: employee only about $81,141 at 4% or $54,094 at 6%; with 50% employer match about $54,094 at 4% or $36,063 at 6%; with 100% employer match about $40,570 at 4% or $27,047 at 6%. |
| System Management/Planning Inc. 401K Profit Sharing Plan | - | 11 | $31,746 | $35,702 | $3,246iApproximate average salary by contribution assumption: employee only about $81,141 at 4% or $54,094 at 6%; with 50% employer match about $54,094 at 4% or $36,063 at 6%; with 100% employer match about $40,570 at 4% or $27,047 at 6%. |
| 2000 | 2 | 2 | $0 | $0 | - |
| Systems Management / Planning Inc. 401(K) Profit Sharing Plan | - | 2 | - | - | - |
| SYSTEMS MANAGEMENT/PLANNING, INC. PROFIT SHARING PLAN | - | 2 | - | - | - |