Civic Intelligence

Pension Planners Inc.

Plan context: Pension Planners Inc. 401(K) Profit Sharing Plan

EIN 20-2053740 • Naples, FL • 19 filings • 2 plans

1045 Crosspointe Drive, Suite 1Naples, FL 34110
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$976,297

2023 Contributions

$70,404

Historical Graphs

Total Assets Over Time

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

$1,014,792$507,396$0200520152023YearValue
$976,297Latest year 2023

Participants Over Time

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

1260200520142023YearValue
12Latest year 2023

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
2023112$976,297$70,404$5,867iApproximate average salary by contribution assumption: employee only about $146,675 at 4% or $97,783 at 6%; with 50% employer match about $97,783 at 4% or $65,189 at 6%; with 100% employer match about $73,338 at 4% or $48,892 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-12$976,297$70,404$5,867iApproximate average salary by contribution assumption: employee only about $146,675 at 4% or $97,783 at 6%; with 50% employer match about $97,783 at 4% or $65,189 at 6%; with 100% employer match about $73,338 at 4% or $48,892 at 6%.
2022111$1,014,792$69,098$6,282iApproximate average salary by contribution assumption: employee only about $157,041 at 4% or $104,694 at 6%; with 50% employer match about $104,694 at 4% or $69,796 at 6%; with 100% employer match about $78,520 at 4% or $52,347 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-11$1,014,792$69,098$6,282iApproximate average salary by contribution assumption: employee only about $157,041 at 4% or $104,694 at 6%; with 50% employer match about $104,694 at 4% or $69,796 at 6%; with 100% employer match about $78,520 at 4% or $52,347 at 6%.
2021110$966,237$91,951$9,195iApproximate average salary by contribution assumption: employee only about $229,878 at 4% or $153,252 at 6%; with 50% employer match about $153,252 at 4% or $102,168 at 6%; with 100% employer match about $114,939 at 4% or $76,626 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-10$966,237$91,951$9,195iApproximate average salary by contribution assumption: employee only about $229,878 at 4% or $153,252 at 6%; with 50% employer match about $153,252 at 4% or $102,168 at 6%; with 100% employer match about $114,939 at 4% or $76,626 at 6%.
2020110$834,984$70,142$7,014iApproximate average salary by contribution assumption: employee only about $175,355 at 4% or $116,903 at 6%; with 50% employer match about $116,903 at 4% or $77,936 at 6%; with 100% employer match about $87,678 at 4% or $58,452 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-10$834,984$70,142$7,014iApproximate average salary by contribution assumption: employee only about $175,355 at 4% or $116,903 at 6%; with 50% employer match about $116,903 at 4% or $77,936 at 6%; with 100% employer match about $87,678 at 4% or $58,452 at 6%.
201918$763,936$86,164$10,771iApproximate average salary by contribution assumption: employee only about $269,263 at 4% or $179,508 at 6%; with 50% employer match about $179,508 at 4% or $119,672 at 6%; with 100% employer match about $134,631 at 4% or $89,754 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-8$763,936$86,164$10,771iApproximate average salary by contribution assumption: employee only about $269,263 at 4% or $179,508 at 6%; with 50% employer match about $179,508 at 4% or $119,672 at 6%; with 100% employer match about $134,631 at 4% or $89,754 at 6%.
201818$630,748$87,607$10,951iApproximate average salary by contribution assumption: employee only about $273,772 at 4% or $182,515 at 6%; with 50% employer match about $182,515 at 4% or $121,676 at 6%; with 100% employer match about $136,886 at 4% or $91,257 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-8$630,748$87,607$10,951iApproximate average salary by contribution assumption: employee only about $273,772 at 4% or $182,515 at 6%; with 50% employer match about $182,515 at 4% or $121,676 at 6%; with 100% employer match about $136,886 at 4% or $91,257 at 6%.
201715$614,208$122,257$24,451iApproximate average salary by contribution assumption: employee only about $611,285 at 4% or $407,523 at 6%; with 50% employer match about $407,523 at 4% or $271,682 at 6%; with 100% employer match about $305,643 at 4% or $203,762 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-5$614,208$122,257$24,451iApproximate average salary by contribution assumption: employee only about $611,285 at 4% or $407,523 at 6%; with 50% employer match about $407,523 at 4% or $271,682 at 6%; with 100% employer match about $305,643 at 4% or $203,762 at 6%.
201615$461,860$113,972$22,794iApproximate average salary by contribution assumption: employee only about $569,860 at 4% or $379,907 at 6%; with 50% employer match about $379,907 at 4% or $253,271 at 6%; with 100% employer match about $284,930 at 4% or $189,953 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-5$461,860$113,972$22,794iApproximate average salary by contribution assumption: employee only about $569,860 at 4% or $379,907 at 6%; with 50% employer match about $379,907 at 4% or $253,271 at 6%; with 100% employer match about $284,930 at 4% or $189,953 at 6%.
201515$369,500$102,589$20,518iApproximate average salary by contribution assumption: employee only about $512,945 at 4% or $341,963 at 6%; with 50% employer match about $341,963 at 4% or $227,976 at 6%; with 100% employer match about $256,473 at 4% or $170,982 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-5$369,500$102,589$20,518iApproximate average salary by contribution assumption: employee only about $512,945 at 4% or $341,963 at 6%; with 50% employer match about $341,963 at 4% or $227,976 at 6%; with 100% employer match about $256,473 at 4% or $170,982 at 6%.
201415$295,223$26,579$5,316iApproximate average salary by contribution assumption: employee only about $132,895 at 4% or $88,597 at 6%; with 50% employer match about $88,597 at 4% or $59,064 at 6%; with 100% employer match about $66,448 at 4% or $44,298 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-5$295,223$26,579$5,316iApproximate average salary by contribution assumption: employee only about $132,895 at 4% or $88,597 at 6%; with 50% employer match about $88,597 at 4% or $59,064 at 6%; with 100% employer match about $66,448 at 4% or $44,298 at 6%.
201315$271,284$7,525$1,505iApproximate average salary by contribution assumption: employee only about $37,625 at 4% or $25,083 at 6%; with 50% employer match about $25,083 at 4% or $16,722 at 6%; with 100% employer match about $18,813 at 4% or $12,542 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-5$271,284$7,525$1,505iApproximate average salary by contribution assumption: employee only about $37,625 at 4% or $25,083 at 6%; with 50% employer match about $25,083 at 4% or $16,722 at 6%; with 100% employer match about $18,813 at 4% or $12,542 at 6%.
201216$262,017$6,250$1,042iApproximate average salary by contribution assumption: employee only about $26,042 at 4% or $17,361 at 6%; with 50% employer match about $17,361 at 4% or $11,574 at 6%; with 100% employer match about $13,021 at 4% or $8,681 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-6$262,017$6,250$1,042iApproximate average salary by contribution assumption: employee only about $26,042 at 4% or $17,361 at 6%; with 50% employer match about $17,361 at 4% or $11,574 at 6%; with 100% employer match about $13,021 at 4% or $8,681 at 6%.
201115$293,728$17,404$3,481iApproximate average salary by contribution assumption: employee only about $87,020 at 4% or $58,013 at 6%; with 50% employer match about $58,013 at 4% or $38,676 at 6%; with 100% employer match about $43,510 at 4% or $29,007 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-5$293,728$17,404$3,481iApproximate average salary by contribution assumption: employee only about $87,020 at 4% or $58,013 at 6%; with 50% employer match about $58,013 at 4% or $38,676 at 6%; with 100% employer match about $43,510 at 4% or $29,007 at 6%.
201015$276,102$43,446$8,689iApproximate average salary by contribution assumption: employee only about $217,230 at 4% or $144,820 at 6%; with 50% employer match about $144,820 at 4% or $96,547 at 6%; with 100% employer match about $108,615 at 4% or $72,410 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-5$276,102$43,446$8,689iApproximate average salary by contribution assumption: employee only about $217,230 at 4% or $144,820 at 6%; with 50% employer match about $144,820 at 4% or $96,547 at 6%; with 100% employer match about $108,615 at 4% or $72,410 at 6%.
200916$367,147$100,547$16,758iApproximate average salary by contribution assumption: employee only about $418,946 at 4% or $279,297 at 6%; with 50% employer match about $279,297 at 4% or $186,198 at 6%; with 100% employer match about $209,473 at 4% or $139,649 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-6$367,147$100,547$16,758iApproximate average salary by contribution assumption: employee only about $418,946 at 4% or $279,297 at 6%; with 50% employer match about $279,297 at 4% or $186,198 at 6%; with 100% employer match about $209,473 at 4% or $139,649 at 6%.
200814$413,190$24,272$6,068iApproximate average salary by contribution assumption: employee only about $151,700 at 4% or $101,133 at 6%; with 50% employer match about $101,133 at 4% or $67,422 at 6%; with 100% employer match about $75,850 at 4% or $50,567 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-4$413,190$24,272$6,068iApproximate average salary by contribution assumption: employee only about $151,700 at 4% or $101,133 at 6%; with 50% employer match about $101,133 at 4% or $67,422 at 6%; with 100% employer match about $75,850 at 4% or $50,567 at 6%.
200716$0$0-
Pension Planners Inc. 401(K) Profit Sharing Plan-6---
200616$514,874$77,489$12,915iApproximate average salary by contribution assumption: employee only about $322,871 at 4% or $215,247 at 6%; with 50% employer match about $215,247 at 4% or $143,498 at 6%; with 100% employer match about $161,435 at 4% or $107,624 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-6$514,874$77,489$12,915iApproximate average salary by contribution assumption: employee only about $322,871 at 4% or $215,247 at 6%; with 50% employer match about $215,247 at 4% or $143,498 at 6%; with 100% employer match about $161,435 at 4% or $107,624 at 6%.
200516$377,970$49,584$8,264iApproximate average salary by contribution assumption: employee only about $206,600 at 4% or $137,733 at 6%; with 50% employer match about $137,733 at 4% or $91,822 at 6%; with 100% employer match about $103,300 at 4% or $68,867 at 6%.
Pension Planners Inc. 401(K) Profit Sharing Plan-6$377,970$49,584$8,264iApproximate average salary by contribution assumption: employee only about $206,600 at 4% or $137,733 at 6%; with 50% employer match about $137,733 at 4% or $91,822 at 6%; with 100% employer match about $103,300 at 4% or $68,867 at 6%.