Civic Intelligence

Dr. Planer & Associates Ltd.

Plan context: Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust

EIN 20-0235278 • Naperville, IL • 12 filings • 2 plans

300 East 5th AvenueSuite 400Naperville, IL 60563
Current Snapshot

Latest Year

2015

2015 Participants

7

2015 Assets

$641,258

2015 Contributions

$9,265

Historical Graphs

Total Assets Over Time

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

$641,258$320,629$0200420102014YearValue
$641,258Latest year 2014

Participants Over Time

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

1260200420092014YearValue
7Latest year 2014

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
201510$0$9,265-
Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust-0$0$9,265-
201417$641,258$35,271$5,039iApproximate average salary by contribution assumption: employee only about $125,968 at 4% or $83,979 at 6%; with 50% employer match about $83,979 at 4% or $55,986 at 6%; with 100% employer match about $62,984 at 4% or $41,989 at 6%.
Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust-7$641,258$35,271$5,039iApproximate average salary by contribution assumption: employee only about $125,968 at 4% or $83,979 at 6%; with 50% employer match about $83,979 at 4% or $55,986 at 6%; with 100% employer match about $62,984 at 4% or $41,989 at 6%.
201317$571,797$33,223$4,746iApproximate average salary by contribution assumption: employee only about $118,654 at 4% or $79,102 at 6%; with 50% employer match about $79,102 at 4% or $52,735 at 6%; with 100% employer match about $59,327 at 4% or $39,551 at 6%.
Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust-7$571,797$33,223$4,746iApproximate average salary by contribution assumption: employee only about $118,654 at 4% or $79,102 at 6%; with 50% employer match about $79,102 at 4% or $52,735 at 6%; with 100% employer match about $59,327 at 4% or $39,551 at 6%.
201217$429,382$32,200$4,600iApproximate average salary by contribution assumption: employee only about $115,000 at 4% or $76,667 at 6%; with 50% employer match about $76,667 at 4% or $51,111 at 6%; with 100% employer match about $57,500 at 4% or $38,333 at 6%.
Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust-7$429,382$32,200$4,600iApproximate average salary by contribution assumption: employee only about $115,000 at 4% or $76,667 at 6%; with 50% employer match about $76,667 at 4% or $51,111 at 6%; with 100% employer match about $57,500 at 4% or $38,333 at 6%.
201117$356,840$31,006$4,429iApproximate average salary by contribution assumption: employee only about $110,736 at 4% or $73,824 at 6%; with 50% employer match about $73,824 at 4% or $49,216 at 6%; with 100% employer match about $55,368 at 4% or $36,912 at 6%.
Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust-7$356,840$31,006$4,429iApproximate average salary by contribution assumption: employee only about $110,736 at 4% or $73,824 at 6%; with 50% employer match about $73,824 at 4% or $49,216 at 6%; with 100% employer match about $55,368 at 4% or $36,912 at 6%.
201017$337,884$46,862$6,695iApproximate average salary by contribution assumption: employee only about $167,364 at 4% or $111,576 at 6%; with 50% employer match about $111,576 at 4% or $74,384 at 6%; with 100% employer match about $83,682 at 4% or $55,788 at 6%.
Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust-7$337,884$46,862$6,695iApproximate average salary by contribution assumption: employee only about $167,364 at 4% or $111,576 at 6%; with 50% employer match about $111,576 at 4% or $74,384 at 6%; with 100% employer match about $83,682 at 4% or $55,788 at 6%.
200917$251,579$55,769$7,967iApproximate average salary by contribution assumption: employee only about $199,175 at 4% or $132,783 at 6%; with 50% employer match about $132,783 at 4% or $88,522 at 6%; with 100% employer match about $99,588 at 4% or $66,392 at 6%.
Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust-7$251,579$55,769$7,967iApproximate average salary by contribution assumption: employee only about $199,175 at 4% or $132,783 at 6%; with 50% employer match about $132,783 at 4% or $88,522 at 6%; with 100% employer match about $99,588 at 4% or $66,392 at 6%.
200818$146,989$57,499$7,187iApproximate average salary by contribution assumption: employee only about $179,684 at 4% or $119,790 at 6%; with 50% employer match about $119,790 at 4% or $79,860 at 6%; with 100% employer match about $89,842 at 4% or $59,895 at 6%.
Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust-8$146,989$57,499$7,187iApproximate average salary by contribution assumption: employee only about $179,684 at 4% or $119,790 at 6%; with 50% employer match about $119,790 at 4% or $79,860 at 6%; with 100% employer match about $89,842 at 4% or $59,895 at 6%.
200717$0$0-
Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust-7---
200617$142,521$57,885$8,269iApproximate average salary by contribution assumption: employee only about $206,732 at 4% or $137,821 at 6%; with 50% employer match about $137,821 at 4% or $91,881 at 6%; with 100% employer match about $103,366 at 4% or $68,911 at 6%.
Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust-7$142,521$57,885$8,269iApproximate average salary by contribution assumption: employee only about $206,732 at 4% or $137,821 at 6%; with 50% employer match about $137,821 at 4% or $91,881 at 6%; with 100% employer match about $103,366 at 4% or $68,911 at 6%.
200517$76,592$46,953$6,708iApproximate average salary by contribution assumption: employee only about $167,689 at 4% or $111,793 at 6%; with 50% employer match about $111,793 at 4% or $74,529 at 6%; with 100% employer match about $83,845 at 4% or $55,896 at 6%.
Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust-7$76,592$46,953$6,708iApproximate average salary by contribution assumption: employee only about $167,689 at 4% or $111,793 at 6%; with 50% employer match about $111,793 at 4% or $74,529 at 6%; with 100% employer match about $83,845 at 4% or $55,896 at 6%.
2004112$26,514$24,816$2,068iApproximate average salary by contribution assumption: employee only about $51,700 at 4% or $34,467 at 6%; with 50% employer match about $34,467 at 4% or $22,978 at 6%; with 100% employer match about $25,850 at 4% or $17,233 at 6%.
Dr. Planer & Associates Ltd 401K Profit Sharing Plan & Trust-12$26,514$24,816$2,068iApproximate average salary by contribution assumption: employee only about $51,700 at 4% or $34,467 at 6%; with 50% employer match about $34,467 at 4% or $22,978 at 6%; with 100% employer match about $25,850 at 4% or $17,233 at 6%.