Civic Intelligence

Boldplanning Inc.

Plan context: Bold Planning Solutions Inc. 401(K) Plan

EIN 20-4278504 • Franklin, TN • 10 filings • 3 plans

480 Duke Drive, Suite 130Franklin, TN 37067
Current Snapshot

Latest Year

2021

2021 Participants

9

2021 Assets

$479,552

2021 Contributions

$70,188

Historical Graphs

Total Assets Over Time

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

$479,552$239,776$0201220162020YearValue
$479,552Latest year 2020

Participants Over Time

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

950201220162020YearValue
9Latest year 2020

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
202110$0$70,188-
Bold Planning Solutions Inc. 401(K) Plan-0$0$70,188-
202019$479,552$52,397$5,822iApproximate average salary by contribution assumption: employee only about $145,547 at 4% or $97,031 at 6%; with 50% employer match about $97,031 at 4% or $64,688 at 6%; with 100% employer match about $72,774 at 4% or $48,516 at 6%.
Bold Planning Solutions Inc. 401(K) Plan-9$479,552$52,397$5,822iApproximate average salary by contribution assumption: employee only about $145,547 at 4% or $97,031 at 6%; with 50% employer match about $97,031 at 4% or $64,688 at 6%; with 100% employer match about $72,774 at 4% or $48,516 at 6%.
201918$385,567$95,760$11,970iApproximate average salary by contribution assumption: employee only about $299,250 at 4% or $199,500 at 6%; with 50% employer match about $199,500 at 4% or $133,000 at 6%; with 100% employer match about $149,625 at 4% or $99,750 at 6%.
Bold Planning Solutions Inc. 401(K) Plan-8$385,567$95,760$11,970iApproximate average salary by contribution assumption: employee only about $299,250 at 4% or $199,500 at 6%; with 50% employer match about $199,500 at 4% or $133,000 at 6%; with 100% employer match about $149,625 at 4% or $99,750 at 6%.
201816$258,513$46,319$7,720iApproximate average salary by contribution assumption: employee only about $192,996 at 4% or $128,664 at 6%; with 50% employer match about $128,664 at 4% or $85,776 at 6%; with 100% employer match about $96,498 at 4% or $64,332 at 6%.
Bold Planning Solutions Inc. 401(K) Plan-6$258,513$46,319$7,720iApproximate average salary by contribution assumption: employee only about $192,996 at 4% or $128,664 at 6%; with 50% employer match about $128,664 at 4% or $85,776 at 6%; with 100% employer match about $96,498 at 4% or $64,332 at 6%.
201717$334,231$65,157$9,308iApproximate average salary by contribution assumption: employee only about $232,704 at 4% or $155,136 at 6%; with 50% employer match about $155,136 at 4% or $103,424 at 6%; with 100% employer match about $116,352 at 4% or $77,568 at 6%.
Bold Planning Solutions Inc. 401(K) Plan-7$334,231$65,157$9,308iApproximate average salary by contribution assumption: employee only about $232,704 at 4% or $155,136 at 6%; with 50% employer match about $155,136 at 4% or $103,424 at 6%; with 100% employer match about $116,352 at 4% or $77,568 at 6%.
201618$386,920$146,087$18,261iApproximate average salary by contribution assumption: employee only about $456,522 at 4% or $304,348 at 6%; with 50% employer match about $304,348 at 4% or $202,899 at 6%; with 100% employer match about $228,261 at 4% or $152,174 at 6%.
Bold Planning Solutions Inc. 401(K) Plan-8$386,920$146,087$18,261iApproximate average salary by contribution assumption: employee only about $456,522 at 4% or $304,348 at 6%; with 50% employer match about $304,348 at 4% or $202,899 at 6%; with 100% employer match about $228,261 at 4% or $152,174 at 6%.
201517$352,551$116,741$16,677iApproximate average salary by contribution assumption: employee only about $416,932 at 4% or $277,955 at 6%; with 50% employer match about $277,955 at 4% or $185,303 at 6%; with 100% employer match about $208,466 at 4% or $138,977 at 6%.
Bold Planning Solutions Inc. 401(K) Plan-7$352,551$116,741$16,677iApproximate average salary by contribution assumption: employee only about $416,932 at 4% or $277,955 at 6%; with 50% employer match about $277,955 at 4% or $185,303 at 6%; with 100% employer match about $208,466 at 4% or $138,977 at 6%.
201416$244,370$142,669$23,778iApproximate average salary by contribution assumption: employee only about $594,454 at 4% or $396,303 at 6%; with 50% employer match about $396,303 at 4% or $264,202 at 6%; with 100% employer match about $297,227 at 4% or $198,151 at 6%.
Bold Planning Solutions Inc. 401(K) Plan-6$244,370$142,669$23,778iApproximate average salary by contribution assumption: employee only about $594,454 at 4% or $396,303 at 6%; with 50% employer match about $396,303 at 4% or $264,202 at 6%; with 100% employer match about $297,227 at 4% or $198,151 at 6%.
201315$95,105$56,180$11,236iApproximate average salary by contribution assumption: employee only about $280,900 at 4% or $187,267 at 6%; with 50% employer match about $187,267 at 4% or $124,844 at 6%; with 100% employer match about $140,450 at 4% or $93,633 at 6%.
Bold Planning Solutions Inc. 401(K) Plan-5$95,105$56,180$11,236iApproximate average salary by contribution assumption: employee only about $280,900 at 4% or $187,267 at 6%; with 50% employer match about $187,267 at 4% or $124,844 at 6%; with 100% employer match about $140,450 at 4% or $93,633 at 6%.
201214$30,782$30,156$7,539iApproximate average salary by contribution assumption: employee only about $188,475 at 4% or $125,650 at 6%; with 50% employer match about $125,650 at 4% or $83,767 at 6%; with 100% employer match about $94,238 at 4% or $62,825 at 6%.
Bold Planning Solutions Inc. 401(K) Plan-4$30,782$30,156$7,539iApproximate average salary by contribution assumption: employee only about $188,475 at 4% or $125,650 at 6%; with 50% employer match about $125,650 at 4% or $83,767 at 6%; with 100% employer match about $94,238 at 4% or $62,825 at 6%.