Civic Intelligence

Income Planning Group LLC

Plan context: Income Planning Group LLC 401(K) Plan

EIN 20-1477680 • Plymouth, MN • 6 filings • 3 plans

15600 36th Avenue NorthSuite 200Plymouth, MN 55446
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$90,904

2009 Contributions

$25,534

Historical Graphs

Total Assets Over Time

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

$169,612$84,806$0200420062008YearValue
$90,904Latest year 2008

Participants Over Time

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

1160200420062008YearValue
4Latest year 2008

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
200910$0$25,534-
Income Planning Group LLC 401(K) Plan-0$0$25,534-
200814$90,904$40,992$10,248iApproximate average salary by contribution assumption: employee only about $256,200 at 4% or $170,800 at 6%; with 50% employer match about $170,800 at 4% or $113,867 at 6%; with 100% employer match about $128,100 at 4% or $85,400 at 6%.
Income Planning Group LLC 401(K) Plan-4$90,904$40,992$10,248iApproximate average salary by contribution assumption: employee only about $256,200 at 4% or $170,800 at 6%; with 50% employer match about $170,800 at 4% or $113,867 at 6%; with 100% employer match about $128,100 at 4% or $85,400 at 6%.
200717$0$0-
Income Planning Group LLC 401(K) Plan-7---
2006111$169,612$83,087$7,553iApproximate average salary by contribution assumption: employee only about $188,834 at 4% or $125,889 at 6%; with 50% employer match about $125,889 at 4% or $83,926 at 6%; with 100% employer match about $94,417 at 4% or $62,945 at 6%.
Income Planning Group LLC 401(K) Plan-11$169,612$83,087$7,553iApproximate average salary by contribution assumption: employee only about $188,834 at 4% or $125,889 at 6%; with 50% employer match about $125,889 at 4% or $83,926 at 6%; with 100% employer match about $94,417 at 4% or $62,945 at 6%.
2005110$90,529$69,357$6,936iApproximate average salary by contribution assumption: employee only about $173,393 at 4% or $115,595 at 6%; with 50% employer match about $115,595 at 4% or $77,063 at 6%; with 100% employer match about $86,696 at 4% or $57,798 at 6%.
Income Planning Group LLC 401(K) Plan-10$90,529$69,357$6,936iApproximate average salary by contribution assumption: employee only about $173,393 at 4% or $115,595 at 6%; with 50% employer match about $115,595 at 4% or $77,063 at 6%; with 100% employer match about $86,696 at 4% or $57,798 at 6%.
200417$35,394$34,455$4,922iApproximate average salary by contribution assumption: employee only about $123,054 at 4% or $82,036 at 6%; with 50% employer match about $82,036 at 4% or $54,690 at 6%; with 100% employer match about $61,527 at 4% or $41,018 at 6%.
Income Planning Group LLC 401(K) Plan-7$35,394$34,455$4,922iApproximate average salary by contribution assumption: employee only about $123,054 at 4% or $82,036 at 6%; with 50% employer match about $82,036 at 4% or $54,690 at 6%; with 100% employer match about $61,527 at 4% or $41,018 at 6%.
Income Planning Group LLC | EIN 20-1477680 | 2009 Form 5500 Company Profile