Conceptual Design & Planning Com
Plan context: Conceptual Design and Planning Company 401(K) & Profit Sharing
EIN 20-5604834 • Costa Mesa, CA • 9 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
16
2023 Assets
$586,361
2023 Contributions
$25,645
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $25,645 | - |
| Conceptual Design and Planning Company 401(K) & Profit Sharing | - | 0 | $0 | $25,645 | - |
| 2022 | 1 | 16 | $586,361 | $102,489 | $6,406iApproximate average salary by contribution assumption: employee only about $160,139 at 4% or $106,759 at 6%; with 50% employer match about $106,759 at 4% or $71,173 at 6%; with 100% employer match about $80,070 at 4% or $53,380 at 6%. |
| Conceptual Design and Planning Company 401(K) & Profit Sharing | - | 16 | $586,361 | $102,489 | $6,406iApproximate average salary by contribution assumption: employee only about $160,139 at 4% or $106,759 at 6%; with 50% employer match about $106,759 at 4% or $71,173 at 6%; with 100% employer match about $80,070 at 4% or $53,380 at 6%. |
| 2021 | 1 | 15 | $618,758 | $86,997 | $5,800iApproximate average salary by contribution assumption: employee only about $144,995 at 4% or $96,663 at 6%; with 50% employer match about $96,663 at 4% or $64,442 at 6%; with 100% employer match about $72,498 at 4% or $48,332 at 6%. |
| Conceptual Design and Planning Company 401(K) & Profit Sharing | - | 15 | $618,758 | $86,997 | $5,800iApproximate average salary by contribution assumption: employee only about $144,995 at 4% or $96,663 at 6%; with 50% employer match about $96,663 at 4% or $64,442 at 6%; with 100% employer match about $72,498 at 4% or $48,332 at 6%. |
| 2020 | 1 | 16 | $476,585 | $88,625 | $5,539iApproximate average salary by contribution assumption: employee only about $138,477 at 4% or $92,318 at 6%; with 50% employer match about $92,318 at 4% or $61,545 at 6%; with 100% employer match about $69,238 at 4% or $46,159 at 6%. |
| Conceptual Design and Planning Company 401(K) & Profit Sharing | - | 16 | $476,585 | $88,625 | $5,539iApproximate average salary by contribution assumption: employee only about $138,477 at 4% or $92,318 at 6%; with 50% employer match about $92,318 at 4% or $61,545 at 6%; with 100% employer match about $69,238 at 4% or $46,159 at 6%. |
| 2019 | 1 | 18 | $360,129 | $97,194 | $5,400iApproximate average salary by contribution assumption: employee only about $134,992 at 4% or $89,994 at 6%; with 50% employer match about $89,994 at 4% or $59,996 at 6%; with 100% employer match about $67,496 at 4% or $44,997 at 6%. |
| Conceptual Design and Planning Company 401(K) & Profit Sharing | - | 18 | $360,129 | $97,194 | $5,400iApproximate average salary by contribution assumption: employee only about $134,992 at 4% or $89,994 at 6%; with 50% employer match about $89,994 at 4% or $59,996 at 6%; with 100% employer match about $67,496 at 4% or $44,997 at 6%. |
| 2018 | 1 | 12 | $208,556 | $61,167 | $5,097iApproximate average salary by contribution assumption: employee only about $127,431 at 4% or $84,954 at 6%; with 50% employer match about $84,954 at 4% or $56,636 at 6%; with 100% employer match about $63,716 at 4% or $42,477 at 6%. |
| Conceptual Design and Planning Company 401(K) & Profit Sharing | - | 12 | $208,556 | $61,167 | $5,097iApproximate average salary by contribution assumption: employee only about $127,431 at 4% or $84,954 at 6%; with 50% employer match about $84,954 at 4% or $56,636 at 6%; with 100% employer match about $63,716 at 4% or $42,477 at 6%. |
| 2017 | 1 | 13 | $184,425 | $75,594 | $5,815iApproximate average salary by contribution assumption: employee only about $145,373 at 4% or $96,915 at 6%; with 50% employer match about $96,915 at 4% or $64,610 at 6%; with 100% employer match about $72,687 at 4% or $48,458 at 6%. |
| Conceptual Design and Planning Company 401(K) & Profit Sharing | - | 13 | $184,425 | $75,594 | $5,815iApproximate average salary by contribution assumption: employee only about $145,373 at 4% or $96,915 at 6%; with 50% employer match about $96,915 at 4% or $64,610 at 6%; with 100% employer match about $72,687 at 4% or $48,458 at 6%. |
| 2016 | 1 | 10 | $84,395 | $64,466 | $6,447iApproximate average salary by contribution assumption: employee only about $161,165 at 4% or $107,443 at 6%; with 50% employer match about $107,443 at 4% or $71,629 at 6%; with 100% employer match about $80,583 at 4% or $53,722 at 6%. |
| Conceptual Design and Planning Company 401(K) & Profit Sharing | - | 10 | $84,395 | $64,466 | $6,447iApproximate average salary by contribution assumption: employee only about $161,165 at 4% or $107,443 at 6%; with 50% employer match about $107,443 at 4% or $71,629 at 6%; with 100% employer match about $80,583 at 4% or $53,722 at 6%. |
| 2015 | 1 | 9 | $16,251 | $16,281 | $1,809iApproximate average salary by contribution assumption: employee only about $45,225 at 4% or $30,150 at 6%; with 50% employer match about $30,150 at 4% or $20,100 at 6%; with 100% employer match about $22,613 at 4% or $15,075 at 6%. |
| Conceptual Design and Planning Company 401(K) & Profit Sharing | - | 9 | $16,251 | $16,281 | $1,809iApproximate average salary by contribution assumption: employee only about $45,225 at 4% or $30,150 at 6%; with 50% employer match about $30,150 at 4% or $20,100 at 6%; with 100% employer match about $22,613 at 4% or $15,075 at 6%. |