Civic Intelligence

Planert Utility Inc.

Plan context: Planert Utility Inc. Retirement Plan

EIN 16-1579978 • West Henrietta, NY • 18 filings • 2 plans

324 Davies AvenueWest Henrietta, NY 14586
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$245,106

2014 Contributions

$74,093

Historical Graphs

Total Assets Over Time

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

$871,424$435,712$0200320092013YearValue
$245,106Latest year 2013

Participants Over Time

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

52260200320082013YearValue
4Latest 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
201410$0$0-
Planert Utility Inc. Retirement Plan-0$0--
201314$245,106$0-
Planert Utility Inc. Retirement Plan-4$245,106--
201215$240,413$0-
Planert Utility Inc. Retirement Plan-5$240,413--
201115$263,989$0-
Planert Utility Inc. Retirement Plan-5$263,989--
201015$262,978$0-
Planert Utility Inc. Retirement Plan-5$262,978--
2009229$871,424$74,093$2,555iApproximate average salary by contribution assumption: employee only about $63,873 at 4% or $42,582 at 6%; with 50% employer match about $42,582 at 4% or $28,388 at 6%; with 100% employer match about $31,937 at 4% or $21,291 at 6%.
Planert Utility Inc. Retirement Plan-29$869,002$19,128$660iApproximate average salary by contribution assumption: employee only about $16,490 at 4% or $10,993 at 6%; with 50% employer match about $10,993 at 4% or $7,329 at 6%; with 100% employer match about $8,245 at 4% or $5,497 at 6%.
Planert Utility Inc. Government Contractors Benefit Trust-2$2,422$54,965$27,483iApproximate average salary by contribution assumption: employee only about $687,063 at 4% or $458,042 at 6%; with 50% employer match about $458,042 at 4% or $305,361 at 6%; with 100% employer match about $343,531 at 4% or $229,021 at 6%.
2008231$751,421$138,027$4,452iApproximate average salary by contribution assumption: employee only about $111,312 at 4% or $74,208 at 6%; with 50% employer match about $74,208 at 4% or $49,472 at 6%; with 100% employer match about $55,656 at 4% or $37,104 at 6%.
Planert Utility Inc. Retirement Plan-31$751,421$20,184$651iApproximate average salary by contribution assumption: employee only about $16,277 at 4% or $10,852 at 6%; with 50% employer match about $10,852 at 4% or $7,234 at 6%; with 100% employer match about $8,139 at 4% or $5,426 at 6%.
Planert Utility Inc. Government Contractors Benefit Trust-3-$117,843$39,281iApproximate average salary by contribution assumption: employee only about $982,025 at 4% or $654,683 at 6%; with 50% employer match about $654,683 at 4% or $436,456 at 6%; with 100% employer match about $491,013 at 4% or $327,342 at 6%.
2007237$0$0-
Planert Utility Inc. Government Contractors Benefit Trust-21---
Planert Utility Inc. Retirement Plan-37---
2006237$0$204,697$5,532iApproximate average salary by contribution assumption: employee only about $138,309 at 4% or $92,206 at 6%; with 50% employer match about $92,206 at 4% or $61,471 at 6%; with 100% employer match about $69,154 at 4% or $46,103 at 6%.
Planert Utility Inc. Government Contractors Benefit Trust-27-$204,697$7,581iApproximate average salary by contribution assumption: employee only about $189,534 at 4% or $126,356 at 6%; with 50% employer match about $126,356 at 4% or $84,237 at 6%; with 100% employer match about $94,767 at 4% or $63,178 at 6%.
Planert Utility Inc. Retirement Plan-37---
2005250$827,003$589,875$11,798iApproximate average salary by contribution assumption: employee only about $294,938 at 4% or $196,625 at 6%; with 50% employer match about $196,625 at 4% or $131,083 at 6%; with 100% employer match about $147,469 at 4% or $98,313 at 6%.
Planert Utility Inc. Retirement Plan-50$827,003$235,952$4,719iApproximate average salary by contribution assumption: employee only about $117,976 at 4% or $78,651 at 6%; with 50% employer match about $78,651 at 4% or $52,434 at 6%; with 100% employer match about $58,988 at 4% or $39,325 at 6%.
Planert Utility Inc. Government Contractors Benefit Trust-40-$353,923$8,848iApproximate average salary by contribution assumption: employee only about $221,202 at 4% or $147,468 at 6%; with 50% employer match about $147,468 at 4% or $98,312 at 6%; with 100% employer match about $110,601 at 4% or $73,734 at 6%.
2004152$649,879$260,826$5,016iApproximate average salary by contribution assumption: employee only about $125,397 at 4% or $83,598 at 6%; with 50% employer match about $83,598 at 4% or $55,732 at 6%; with 100% employer match about $62,699 at 4% or $41,799 at 6%.
Planert Utility Inc. Retirement Plan-52$649,879$260,826$5,016iApproximate average salary by contribution assumption: employee only about $125,397 at 4% or $83,598 at 6%; with 50% employer match about $83,598 at 4% or $55,732 at 6%; with 100% employer match about $62,699 at 4% or $41,799 at 6%.
2003249$401,766$604,721$12,341iApproximate average salary by contribution assumption: employee only about $308,531 at 4% or $205,687 at 6%; with 50% employer match about $205,687 at 4% or $137,125 at 6%; with 100% employer match about $154,266 at 4% or $102,844 at 6%.
Planert Utility Inc. Retirement Plan-49$401,766$406,010$8,286iApproximate average salary by contribution assumption: employee only about $207,148 at 4% or $138,099 at 6%; with 50% employer match about $138,099 at 4% or $92,066 at 6%; with 100% employer match about $103,574 at 4% or $69,049 at 6%.
Planert Utility Inc. Government Contractors Benefit Trust-41-$198,711$4,847iApproximate average salary by contribution assumption: employee only about $121,165 at 4% or $80,777 at 6%; with 50% employer match about $80,777 at 4% or $53,851 at 6%; with 100% employer match about $60,583 at 4% or $40,388 at 6%.