Integrated Planning and Manage
Plan context: Integrated Planning and Manage 401 K Profit Sharing Plan Trust
EIN 20-5459164 • Redlands, CA • 10 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
2
2022 Assets
$2,348,668
2022 Contributions
$100,875
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 2 | $2,348,668 | $100,875 | $50,438iApproximate average salary by contribution assumption: employee only about $1,260,938 at 4% or $840,625 at 6%; with 50% employer match about $840,625 at 4% or $560,417 at 6%; with 100% employer match about $630,469 at 4% or $420,313 at 6%. |
| Integrated Planning and Manage 401 K Profit Sharing Plan Trust | - | 2 | $2,348,668 | $100,875 | $50,438iApproximate average salary by contribution assumption: employee only about $1,260,938 at 4% or $840,625 at 6%; with 50% employer match about $840,625 at 4% or $560,417 at 6%; with 100% employer match about $630,469 at 4% or $420,313 at 6%. |
| 2021 | 1 | 2 | $2,661,365 | $98,875 | $49,438iApproximate average salary by contribution assumption: employee only about $1,235,938 at 4% or $823,958 at 6%; with 50% employer match about $823,958 at 4% or $549,306 at 6%; with 100% employer match about $617,969 at 4% or $411,979 at 6%. |
| Integrated Planning and Manage 401 K Profit Sharing Plan Trust | - | 2 | $2,661,365 | $98,875 | $49,438iApproximate average salary by contribution assumption: employee only about $1,235,938 at 4% or $823,958 at 6%; with 50% employer match about $823,958 at 4% or $549,306 at 6%; with 100% employer match about $617,969 at 4% or $411,979 at 6%. |
| 2020 | 1 | 2 | $2,034,400 | $98,875 | $49,438iApproximate average salary by contribution assumption: employee only about $1,235,938 at 4% or $823,958 at 6%; with 50% employer match about $823,958 at 4% or $549,306 at 6%; with 100% employer match about $617,969 at 4% or $411,979 at 6%. |
| Integrated Planning and Manage 401 K Profit Sharing Plan Trust | - | 2 | $2,034,400 | $98,875 | $49,438iApproximate average salary by contribution assumption: employee only about $1,235,938 at 4% or $823,958 at 6%; with 50% employer match about $823,958 at 4% or $549,306 at 6%; with 100% employer match about $617,969 at 4% or $411,979 at 6%. |
| 2019 | 1 | 2 | $1,710,651 | $96,875 | $48,438iApproximate average salary by contribution assumption: employee only about $1,210,938 at 4% or $807,292 at 6%; with 50% employer match about $807,292 at 4% or $538,194 at 6%; with 100% employer match about $605,469 at 4% or $403,646 at 6%. |
| Integrated Planning and Manage 401 K Profit Sharing Plan Trust | - | 2 | $1,710,651 | $96,875 | $48,438iApproximate average salary by contribution assumption: employee only about $1,210,938 at 4% or $807,292 at 6%; with 50% employer match about $807,292 at 4% or $538,194 at 6%; with 100% employer match about $605,469 at 4% or $403,646 at 6%. |
| 2018 | 1 | 2 | $1,256,807 | $76,000 | $38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%. |
| Integrated Planning and Manage 401 K Profit Sharing Plan Trust | - | 2 | $1,256,807 | $76,000 | $38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%. |
| 2017 | 1 | 2 | $1,392,059 | $68,000 | $34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%. |
| Integrated Planning and Manage 401 K Profit Sharing Plan Trust | - | 2 | $1,392,059 | $68,000 | $34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%. |
| 2016 | 1 | 2 | $1,134,334 | $94,800 | $47,400iApproximate average salary by contribution assumption: employee only about $1,185,000 at 4% or $790,000 at 6%; with 50% employer match about $790,000 at 4% or $526,667 at 6%; with 100% employer match about $592,500 at 4% or $395,000 at 6%. |
| Integrated Planning and Manage 401 K Profit Sharing Plan Trust | - | 2 | $1,134,334 | $94,800 | $47,400iApproximate average salary by contribution assumption: employee only about $1,185,000 at 4% or $790,000 at 6%; with 50% employer match about $790,000 at 4% or $526,667 at 6%; with 100% employer match about $592,500 at 4% or $395,000 at 6%. |
| 2008 | 1 | 2 | $44,194 | $30,620 | $15,310iApproximate average salary by contribution assumption: employee only about $382,750 at 4% or $255,167 at 6%; with 50% employer match about $255,167 at 4% or $170,111 at 6%; with 100% employer match about $191,375 at 4% or $127,583 at 6%. |
| Integrated Planning and Manage 401 K Profit Sharing Plan Trust | - | 2 | $44,194 | $30,620 | $15,310iApproximate average salary by contribution assumption: employee only about $382,750 at 4% or $255,167 at 6%; with 50% employer match about $255,167 at 4% or $170,111 at 6%; with 100% employer match about $191,375 at 4% or $127,583 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Integrated Planning and Manage 401 K Profit Sharing Plan Trust | - | 2 | - | - | - |
| 2006 | 1 | 2 | $0 | $0 | - |
| Integrated Planning and Manage 401 K Profit Sharing Plan Trust | - | 2 | - | - | - |