Senior Planning Network LLC
Plan context: SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST
EIN 20-0325763 • Westchester, IL • 16 filings • 5 plans
Current Snapshot
Latest Year
2015
2015 Participants
3
2015 Assets
$779,327
2015 Contributions
$562,240
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 |
|---|---|---|---|---|---|
| 2015 | 2 | 3 | $779,327 | $562,240 | $187,413iApproximate average salary by contribution assumption: employee only about $4,685,333 at 4% or $3,123,556 at 6%; with 50% employer match about $3,123,556 at 4% or $2,082,370 at 6%; with 100% employer match about $2,342,667 at 4% or $1,561,778 at 6%. |
| SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST | - | 3 | $609,551 | $500,000 | $166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%. |
| Senior Planning Network LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $169,776 | $62,240 | $20,747iApproximate average salary by contribution assumption: employee only about $518,667 at 4% or $345,778 at 6%; with 50% employer match about $345,778 at 4% or $230,519 at 6%; with 100% employer match about $259,333 at 4% or $172,889 at 6%. |
| 2014 | 2 | 3 | $532,437 | $360,456 | $120,152iApproximate average salary by contribution assumption: employee only about $3,003,800 at 4% or $2,002,533 at 6%; with 50% employer match about $2,002,533 at 4% or $1,335,022 at 6%; with 100% employer match about $1,501,900 at 4% or $1,001,267 at 6%. |
| SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST | - | 3 | $383,270 | $300,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Senior Planning Network LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $149,167 | $60,456 | $20,152iApproximate average salary by contribution assumption: employee only about $503,800 at 4% or $335,867 at 6%; with 50% employer match about $335,867 at 4% or $223,911 at 6%; with 100% employer match about $251,900 at 4% or $167,933 at 6%. |
| 2013 | 2 | 3 | $829,616 | $452,519 | $150,840iApproximate average salary by contribution assumption: employee only about $3,770,992 at 4% or $2,513,994 at 6%; with 50% employer match about $2,513,994 at 4% or $1,675,996 at 6%; with 100% employer match about $1,885,496 at 4% or $1,256,997 at 6%. |
| SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST | - | 3 | $647,570 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| Senior Planning Network LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $182,046 | $52,519 | $17,506iApproximate average salary by contribution assumption: employee only about $437,658 at 4% or $291,772 at 6%; with 50% employer match about $291,772 at 4% or $194,515 at 6%; with 100% employer match about $218,829 at 4% or $145,886 at 6%. |
| 2012 | 2 | 3 | $244,041 | $31,146 | $10,382iApproximate average salary by contribution assumption: employee only about $259,550 at 4% or $173,033 at 6%; with 50% employer match about $173,033 at 4% or $115,356 at 6%; with 100% employer match about $129,775 at 4% or $86,517 at 6%. |
| Senior Planning Network LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $131,803 | $31,146 | $10,382iApproximate average salary by contribution assumption: employee only about $259,550 at 4% or $173,033 at 6%; with 50% employer match about $173,033 at 4% or $115,356 at 6%; with 100% employer match about $129,775 at 4% or $86,517 at 6%. |
| SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST | - | 3 | $112,238 | $0 | - |
| 2011 | 2 | 3 | $809,923 | $254,962 | $84,987iApproximate average salary by contribution assumption: employee only about $2,124,683 at 4% or $1,416,456 at 6%; with 50% employer match about $1,416,456 at 4% or $944,304 at 6%; with 100% employer match about $1,062,342 at 4% or $708,228 at 6%. |
| SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST | - | 3 | $554,792 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Senior Planning Network LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $255,131 | $54,962 | $18,321iApproximate average salary by contribution assumption: employee only about $458,017 at 4% or $305,344 at 6%; with 50% employer match about $305,344 at 4% or $203,563 at 6%; with 100% employer match about $229,008 at 4% or $152,672 at 6%. |
| 2010 | 2 | 2 | $673,771 | $251,733 | $125,867iApproximate average salary by contribution assumption: employee only about $3,146,663 at 4% or $2,097,775 at 6%; with 50% employer match about $2,097,775 at 4% or $1,398,517 at 6%; with 100% employer match about $1,573,331 at 4% or $1,048,888 at 6%. |
| SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST | - | 2 | $530,060 | $218,839 | $109,420iApproximate average salary by contribution assumption: employee only about $2,735,488 at 4% or $1,823,658 at 6%; with 50% employer match about $1,823,658 at 4% or $1,215,772 at 6%; with 100% employer match about $1,367,744 at 4% or $911,829 at 6%. |
| Senior Planning Network LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $143,711 | $32,894 | $16,447iApproximate average salary by contribution assumption: employee only about $411,175 at 4% or $274,117 at 6%; with 50% employer match about $274,117 at 4% or $182,744 at 6%; with 100% employer match about $205,588 at 4% or $137,058 at 6%. |
| 2009 | 2 | 2 | $516,333 | $244,550 | $122,275iApproximate average salary by contribution assumption: employee only about $3,056,875 at 4% or $2,037,917 at 6%; with 50% employer match about $2,037,917 at 4% or $1,358,611 at 6%; with 100% employer match about $1,528,438 at 4% or $1,018,958 at 6%. |
| SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST | - | 2 | $385,702 | $209,888 | $104,944iApproximate average salary by contribution assumption: employee only about $2,623,600 at 4% or $1,749,067 at 6%; with 50% employer match about $1,749,067 at 4% or $1,166,044 at 6%; with 100% employer match about $1,311,800 at 4% or $874,533 at 6%. |
| Senior Planning Network LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $130,631 | $34,662 | $17,331iApproximate average salary by contribution assumption: employee only about $433,275 at 4% or $288,850 at 6%; with 50% employer match about $288,850 at 4% or $192,567 at 6%; with 100% employer match about $216,638 at 4% or $144,425 at 6%. |
| 2006 | 2 | 2 | $215,204 | $130,258 | $65,129iApproximate average salary by contribution assumption: employee only about $1,628,225 at 4% or $1,085,483 at 6%; with 50% employer match about $1,085,483 at 4% or $723,656 at 6%; with 100% employer match about $814,113 at 4% or $542,742 at 6%. |
| Senior Planning Network LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $111,568 | $26,660 | $13,330iApproximate average salary by contribution assumption: employee only about $333,250 at 4% or $222,167 at 6%; with 50% employer match about $222,167 at 4% or $148,111 at 6%; with 100% employer match about $166,625 at 4% or $111,083 at 6%. |
| SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST | - | 2 | $103,636 | $103,598 | $51,799iApproximate average salary by contribution assumption: employee only about $1,294,975 at 4% or $863,317 at 6%; with 50% employer match about $863,317 at 4% or $575,544 at 6%; with 100% employer match about $647,488 at 4% or $431,658 at 6%. |