Civic Intelligence

Reid Planning Inc.

Plan context: Reid Planning Inc 401(K) P/S Plan

EIN 20-0671469 • San Diego, CA • 14 filings • 4 plans

7710 Hazard Center Dr Ste E#415San Diego, CA 92108
Current Snapshot

Latest Year

2017

2017 Participants

72

2017 Assets

$1,051,156

2017 Contributions

$69,560

Historical Graphs

Total Assets Over Time

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

$1,051,156$525,578$0200420102016YearValue
$1,051,156Latest year 2016

Participants Over Time

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

72360200420102016YearValue
72Latest year 2016

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
201710$0$69,560-
Reid Planning Inc 401(K) P/S Plan-0$0$69,560-
2016172$1,051,156$194,834$2,706iApproximate average salary by contribution assumption: employee only about $67,651 at 4% or $45,100 at 6%; with 50% employer match about $45,100 at 4% or $30,067 at 6%; with 100% employer match about $33,825 at 4% or $22,550 at 6%.
Reid Planning Inc 401(K) P/S Plan-72$1,051,156$194,834$2,706iApproximate average salary by contribution assumption: employee only about $67,651 at 4% or $45,100 at 6%; with 50% employer match about $45,100 at 4% or $30,067 at 6%; with 100% employer match about $33,825 at 4% or $22,550 at 6%.
2015142$815,077$162,036$3,858iApproximate average salary by contribution assumption: employee only about $96,450 at 4% or $64,300 at 6%; with 50% employer match about $64,300 at 4% or $42,867 at 6%; with 100% employer match about $48,225 at 4% or $32,150 at 6%.
Reid Planning Inc 401(K) P/S Plan-42$815,077$162,036$3,858iApproximate average salary by contribution assumption: employee only about $96,450 at 4% or $64,300 at 6%; with 50% employer match about $64,300 at 4% or $42,867 at 6%; with 100% employer match about $48,225 at 4% or $32,150 at 6%.
2014119$663,377$45,374$2,388iApproximate average salary by contribution assumption: employee only about $59,703 at 4% or $39,802 at 6%; with 50% employer match about $39,802 at 4% or $26,535 at 6%; with 100% employer match about $29,851 at 4% or $19,901 at 6%.
Reid Planning Inc 401(K) P/S Plan-19$663,377$45,374$2,388iApproximate average salary by contribution assumption: employee only about $59,703 at 4% or $39,802 at 6%; with 50% employer match about $39,802 at 4% or $26,535 at 6%; with 100% employer match about $29,851 at 4% or $19,901 at 6%.
2013115$587,002$30,108$2,007iApproximate average salary by contribution assumption: employee only about $50,180 at 4% or $33,453 at 6%; with 50% employer match about $33,453 at 4% or $22,302 at 6%; with 100% employer match about $25,090 at 4% or $16,727 at 6%.
Reid Planning Inc 401(K) P/S Plan-15$587,002$30,108$2,007iApproximate average salary by contribution assumption: employee only about $50,180 at 4% or $33,453 at 6%; with 50% employer match about $33,453 at 4% or $22,302 at 6%; with 100% employer match about $25,090 at 4% or $16,727 at 6%.
2012113$572,372$40,955$3,150iApproximate average salary by contribution assumption: employee only about $78,760 at 4% or $52,506 at 6%; with 50% employer match about $52,506 at 4% or $35,004 at 6%; with 100% employer match about $39,380 at 4% or $26,253 at 6%.
Reid Planning Inc 401(K) P/S Plan-13$572,372$40,955$3,150iApproximate average salary by contribution assumption: employee only about $78,760 at 4% or $52,506 at 6%; with 50% employer match about $52,506 at 4% or $35,004 at 6%; with 100% employer match about $39,380 at 4% or $26,253 at 6%.
2011111$478,134$63,405$5,764iApproximate average salary by contribution assumption: employee only about $144,102 at 4% or $96,068 at 6%; with 50% employer match about $96,068 at 4% or $64,045 at 6%; with 100% employer match about $72,051 at 4% or $48,034 at 6%.
Reid Planning Inc 401(K) P/S Plan-11$478,134$63,405$5,764iApproximate average salary by contribution assumption: employee only about $144,102 at 4% or $96,068 at 6%; with 50% employer match about $96,068 at 4% or $64,045 at 6%; with 100% employer match about $72,051 at 4% or $48,034 at 6%.
2010114$475,356$109,907$7,851iApproximate average salary by contribution assumption: employee only about $196,263 at 4% or $130,842 at 6%; with 50% employer match about $130,842 at 4% or $87,228 at 6%; with 100% employer match about $98,131 at 4% or $65,421 at 6%.
Reid Planning Inc 401(K) P/S Plan-14$475,356$109,907$7,851iApproximate average salary by contribution assumption: employee only about $196,263 at 4% or $130,842 at 6%; with 50% employer match about $130,842 at 4% or $87,228 at 6%; with 100% employer match about $98,131 at 4% or $65,421 at 6%.
2009110$320,580$69,353$6,935iApproximate average salary by contribution assumption: employee only about $173,383 at 4% or $115,588 at 6%; with 50% employer match about $115,588 at 4% or $77,059 at 6%; with 100% employer match about $86,691 at 4% or $57,794 at 6%.
Reid Planning Inc 401(K) P/S Plan-10$320,580$69,353$6,935iApproximate average salary by contribution assumption: employee only about $173,383 at 4% or $115,588 at 6%; with 50% employer match about $115,588 at 4% or $77,059 at 6%; with 100% employer match about $86,691 at 4% or $57,794 at 6%.
2008110$186,108$149,813$14,981iApproximate average salary by contribution assumption: employee only about $374,533 at 4% or $249,688 at 6%; with 50% employer match about $249,688 at 4% or $166,459 at 6%; with 100% employer match about $187,266 at 4% or $124,844 at 6%.
Reid Planning Inc 401(K) P/S Plan-10$186,108$149,813$14,981iApproximate average salary by contribution assumption: employee only about $374,533 at 4% or $249,688 at 6%; with 50% employer match about $249,688 at 4% or $166,459 at 6%; with 100% employer match about $187,266 at 4% or $124,844 at 6%.
200716$237,049$30,176$5,029iApproximate average salary by contribution assumption: employee only about $125,733 at 4% or $83,822 at 6%; with 50% employer match about $83,822 at 4% or $55,881 at 6%; with 100% employer match about $62,867 at 4% or $41,911 at 6%.
Reid Planning Inc 401(K) P/S Plan-6$237,049$30,176$5,029iApproximate average salary by contribution assumption: employee only about $125,733 at 4% or $83,822 at 6%; with 50% employer match about $83,822 at 4% or $55,881 at 6%; with 100% employer match about $62,867 at 4% or $41,911 at 6%.
200615$186,739$25,678$5,136iApproximate average salary by contribution assumption: employee only about $128,390 at 4% or $85,593 at 6%; with 50% employer match about $85,593 at 4% or $57,062 at 6%; with 100% employer match about $64,195 at 4% or $42,797 at 6%.
Reid Planning Inc 401(K) P/S Plan-5$186,739$25,678$5,136iApproximate average salary by contribution assumption: employee only about $128,390 at 4% or $85,593 at 6%; with 50% employer match about $85,593 at 4% or $57,062 at 6%; with 100% employer match about $64,195 at 4% or $42,797 at 6%.
200515$142,875$105,479$21,096iApproximate average salary by contribution assumption: employee only about $527,395 at 4% or $351,597 at 6%; with 50% employer match about $351,597 at 4% or $234,398 at 6%; with 100% employer match about $263,698 at 4% or $175,798 at 6%.
Reid Planning Inc 401(K) P/S Plan-5$142,875$105,479$21,096iApproximate average salary by contribution assumption: employee only about $527,395 at 4% or $351,597 at 6%; with 50% employer match about $351,597 at 4% or $234,398 at 6%; with 100% employer match about $263,698 at 4% or $175,798 at 6%.
200415$30,326$28,709$5,742iApproximate average salary by contribution assumption: employee only about $143,545 at 4% or $95,697 at 6%; with 50% employer match about $95,697 at 4% or $63,798 at 6%; with 100% employer match about $71,773 at 4% or $47,848 at 6%.
Reid Planning Inc 401(K) P/S Plan-5$30,326$28,709$5,742iApproximate average salary by contribution assumption: employee only about $143,545 at 4% or $95,697 at 6%; with 50% employer match about $95,697 at 4% or $63,798 at 6%; with 100% employer match about $71,773 at 4% or $47,848 at 6%.