Fidelity bond in place
Not reported
Filing215 West Church Road, Suite 200King Of Prussia, PA 19406
Associated Benefit Planners Ltd. 401(K) Retirement Plan
Associated Benefit Planners Ltd. • EIN 23-2250214 • King Of Prussia, PA • Plan year 2007
Filing Insights
Participants
Down13 → 12
-1 • -7.69%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
Context- Pension payor EIN
- 84-1567636
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $3,159,086 | $136,360 | $9,740iApproximate average salary by contribution assumption: employee only about $243,500 at 4% or $162,333 at 6%; with 50% employer match about $162,333 at 4% or $108,222 at 6%; with 100% employer match about $121,750 at 4% or $81,167 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 14 | $3,159,086 | $136,360 | $9,740iApproximate average salary by contribution assumption: employee only about $243,500 at 4% or $162,333 at 6%; with 50% employer match about $162,333 at 4% or $108,222 at 6%; with 100% employer match about $121,750 at 4% or $81,167 at 6%. |
| 2023 | 1 | 18 | $2,935,521 | $150,681 | $8,371iApproximate average salary by contribution assumption: employee only about $209,279 at 4% or $139,519 at 6%; with 50% employer match about $139,519 at 4% or $93,013 at 6%; with 100% employer match about $104,640 at 4% or $69,760 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 18 | $2,935,521 | $150,681 | $8,371iApproximate average salary by contribution assumption: employee only about $209,279 at 4% or $139,519 at 6%; with 50% employer match about $139,519 at 4% or $93,013 at 6%; with 100% employer match about $104,640 at 4% or $69,760 at 6%. |
| 2022 | 1 | 17 | $2,409,393 | $141,938 | $8,349iApproximate average salary by contribution assumption: employee only about $208,732 at 4% or $139,155 at 6%; with 50% employer match about $139,155 at 4% or $92,770 at 6%; with 100% employer match about $104,366 at 4% or $69,577 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 17 | $2,409,393 | $141,938 | $8,349iApproximate average salary by contribution assumption: employee only about $208,732 at 4% or $139,155 at 6%; with 50% employer match about $139,155 at 4% or $92,770 at 6%; with 100% employer match about $104,366 at 4% or $69,577 at 6%. |
| 2021 | 1 | 19 | $2,901,841 | $133,334 | $7,018iApproximate average salary by contribution assumption: employee only about $175,439 at 4% or $116,960 at 6%; with 50% employer match about $116,960 at 4% or $77,973 at 6%; with 100% employer match about $87,720 at 4% or $58,480 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 19 | $2,901,841 | $133,334 | $7,018iApproximate average salary by contribution assumption: employee only about $175,439 at 4% or $116,960 at 6%; with 50% employer match about $116,960 at 4% or $77,973 at 6%; with 100% employer match about $87,720 at 4% or $58,480 at 6%. |
| 2020 | 1 | 21 | $2,609,410 | $126,572 | $6,027iApproximate average salary by contribution assumption: employee only about $150,681 at 4% or $100,454 at 6%; with 50% employer match about $100,454 at 4% or $66,969 at 6%; with 100% employer match about $75,340 at 4% or $50,227 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 21 | $2,609,410 | $126,572 | $6,027iApproximate average salary by contribution assumption: employee only about $150,681 at 4% or $100,454 at 6%; with 50% employer match about $100,454 at 4% or $66,969 at 6%; with 100% employer match about $75,340 at 4% or $50,227 at 6%. |
| 2019 | 1 | 21 | $2,168,495 | $115,381 | $5,494iApproximate average salary by contribution assumption: employee only about $137,358 at 4% or $91,572 at 6%; with 50% employer match about $91,572 at 4% or $61,048 at 6%; with 100% employer match about $68,679 at 4% or $45,786 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 21 | $2,168,495 | $115,381 | $5,494iApproximate average salary by contribution assumption: employee only about $137,358 at 4% or $91,572 at 6%; with 50% employer match about $91,572 at 4% or $61,048 at 6%; with 100% employer match about $68,679 at 4% or $45,786 at 6%. |
| 2018 | 1 | 21 | $1,716,451 | $170,183 | $8,104iApproximate average salary by contribution assumption: employee only about $202,599 at 4% or $135,066 at 6%; with 50% employer match about $135,066 at 4% or $90,044 at 6%; with 100% employer match about $101,299 at 4% or $67,533 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 21 | $1,716,451 | $170,183 | $8,104iApproximate average salary by contribution assumption: employee only about $202,599 at 4% or $135,066 at 6%; with 50% employer match about $135,066 at 4% or $90,044 at 6%; with 100% employer match about $101,299 at 4% or $67,533 at 6%. |
| 2017 | 1 | 20 | $2,834,751 | $169,141 | $8,457iApproximate average salary by contribution assumption: employee only about $211,426 at 4% or $140,951 at 6%; with 50% employer match about $140,951 at 4% or $93,967 at 6%; with 100% employer match about $105,713 at 4% or $70,475 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 20 | $2,834,751 | $169,141 | $8,457iApproximate average salary by contribution assumption: employee only about $211,426 at 4% or $140,951 at 6%; with 50% employer match about $140,951 at 4% or $93,967 at 6%; with 100% employer match about $105,713 at 4% or $70,475 at 6%. |
| 2016 | 1 | 23 | $2,634,570 | $193,859 | $8,429iApproximate average salary by contribution assumption: employee only about $210,716 at 4% or $140,478 at 6%; with 50% employer match about $140,478 at 4% or $93,652 at 6%; with 100% employer match about $105,358 at 4% or $70,239 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 23 | $2,634,570 | $193,859 | $8,429iApproximate average salary by contribution assumption: employee only about $210,716 at 4% or $140,478 at 6%; with 50% employer match about $140,478 at 4% or $93,652 at 6%; with 100% employer match about $105,358 at 4% or $70,239 at 6%. |
| 2015 | 1 | 21 | $2,294,437 | $224,406 | $10,686iApproximate average salary by contribution assumption: employee only about $267,150 at 4% or $178,100 at 6%; with 50% employer match about $178,100 at 4% or $118,733 at 6%; with 100% employer match about $133,575 at 4% or $89,050 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 21 | $2,294,437 | $224,406 | $10,686iApproximate average salary by contribution assumption: employee only about $267,150 at 4% or $178,100 at 6%; with 50% employer match about $178,100 at 4% or $118,733 at 6%; with 100% employer match about $133,575 at 4% or $89,050 at 6%. |
| 2014 | 1 | 20 | $2,139,999 | $186,261 | $9,313iApproximate average salary by contribution assumption: employee only about $232,826 at 4% or $155,218 at 6%; with 50% employer match about $155,218 at 4% or $103,478 at 6%; with 100% employer match about $116,413 at 4% or $77,609 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 20 | $2,139,999 | $186,261 | $9,313iApproximate average salary by contribution assumption: employee only about $232,826 at 4% or $155,218 at 6%; with 50% employer match about $155,218 at 4% or $103,478 at 6%; with 100% employer match about $116,413 at 4% or $77,609 at 6%. |
| 2013 | 1 | 20 | $2,017,539 | $165,834 | $8,292iApproximate average salary by contribution assumption: employee only about $207,293 at 4% or $138,195 at 6%; with 50% employer match about $138,195 at 4% or $92,130 at 6%; with 100% employer match about $103,646 at 4% or $69,098 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 20 | $2,017,539 | $165,834 | $8,292iApproximate average salary by contribution assumption: employee only about $207,293 at 4% or $138,195 at 6%; with 50% employer match about $138,195 at 4% or $92,130 at 6%; with 100% employer match about $103,646 at 4% or $69,098 at 6%. |
| 2012 | 1 | 19 | $1,671,825 | $159,178 | $8,378iApproximate average salary by contribution assumption: employee only about $209,445 at 4% or $139,630 at 6%; with 50% employer match about $139,630 at 4% or $93,087 at 6%; with 100% employer match about $104,722 at 4% or $69,815 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 19 | $1,671,825 | $159,178 | $8,378iApproximate average salary by contribution assumption: employee only about $209,445 at 4% or $139,630 at 6%; with 50% employer match about $139,630 at 4% or $93,087 at 6%; with 100% employer match about $104,722 at 4% or $69,815 at 6%. |
| 2011 | 1 | 14 | $1,437,999 | $70,270 | $5,019iApproximate average salary by contribution assumption: employee only about $125,482 at 4% or $83,655 at 6%; with 50% employer match about $83,655 at 4% or $55,770 at 6%; with 100% employer match about $62,741 at 4% or $41,827 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 14 | $1,437,999 | $70,270 | $5,019iApproximate average salary by contribution assumption: employee only about $125,482 at 4% or $83,655 at 6%; with 50% employer match about $83,655 at 4% or $55,770 at 6%; with 100% employer match about $62,741 at 4% or $41,827 at 6%. |
| 2010 | 1 | 15 | $1,656,203 | $67,322 | $4,488iApproximate average salary by contribution assumption: employee only about $112,203 at 4% or $74,802 at 6%; with 50% employer match about $74,802 at 4% or $49,868 at 6%; with 100% employer match about $56,102 at 4% or $37,401 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 15 | $1,656,203 | $67,322 | $4,488iApproximate average salary by contribution assumption: employee only about $112,203 at 4% or $74,802 at 6%; with 50% employer match about $74,802 at 4% or $49,868 at 6%; with 100% employer match about $56,102 at 4% or $37,401 at 6%. |
| 2009 | 1 | 14 | $1,406,685 | $119,954 | $8,568iApproximate average salary by contribution assumption: employee only about $214,204 at 4% or $142,802 at 6%; with 50% employer match about $142,802 at 4% or $95,202 at 6%; with 100% employer match about $107,102 at 4% or $71,401 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 14 | $1,406,685 | $119,954 | $8,568iApproximate average salary by contribution assumption: employee only about $214,204 at 4% or $142,802 at 6%; with 50% employer match about $142,802 at 4% or $95,202 at 6%; with 100% employer match about $107,102 at 4% or $71,401 at 6%. |
| 2008 | 1 | 13 | $0 | $0 | - |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 13 | - | - | - |
| 2007 | 1 | 12 | $0 | $0 | - |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | Current | 12 | - | - | - |
| 2006 | 1 | 11 | $1,195,865 | $39,054 | $3,550iApproximate average salary by contribution assumption: employee only about $88,759 at 4% or $59,173 at 6%; with 50% employer match about $59,173 at 4% or $39,448 at 6%; with 100% employer match about $44,380 at 4% or $29,586 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 11 | $1,195,865 | $39,054 | $3,550iApproximate average salary by contribution assumption: employee only about $88,759 at 4% or $59,173 at 6%; with 50% employer match about $59,173 at 4% or $39,448 at 6%; with 100% employer match about $44,380 at 4% or $29,586 at 6%. |
| 2005 | 1 | 11 | $1,103,203 | $98,334 | $8,939iApproximate average salary by contribution assumption: employee only about $223,486 at 4% or $148,991 at 6%; with 50% employer match about $148,991 at 4% or $99,327 at 6%; with 100% employer match about $111,743 at 4% or $74,495 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 11 | $1,103,203 | $98,334 | $8,939iApproximate average salary by contribution assumption: employee only about $223,486 at 4% or $148,991 at 6%; with 50% employer match about $148,991 at 4% or $99,327 at 6%; with 100% employer match about $111,743 at 4% or $74,495 at 6%. |
| 2004 | 1 | 12 | $942,823 | $72,691 | $6,058iApproximate average salary by contribution assumption: employee only about $151,440 at 4% or $100,960 at 6%; with 50% employer match about $100,960 at 4% or $67,306 at 6%; with 100% employer match about $75,720 at 4% or $50,480 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 12 | $942,823 | $72,691 | $6,058iApproximate average salary by contribution assumption: employee only about $151,440 at 4% or $100,960 at 6%; with 50% employer match about $100,960 at 4% or $67,306 at 6%; with 100% employer match about $75,720 at 4% or $50,480 at 6%. |
| 2003 | 1 | 12 | $0 | $0 | - |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 12 | - | - | - |
| 2001 | 1 | 15 | $0 | $0 | - |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 15 | - | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 11 | - | - | - |
| 1999 | 1 | 11 | $571,171 | $55,651 | $5,059iApproximate average salary by contribution assumption: employee only about $126,480 at 4% or $84,320 at 6%; with 50% employer match about $84,320 at 4% or $56,213 at 6%; with 100% employer match about $63,240 at 4% or $42,160 at 6%. |
| Associated Benefit Planners Ltd. 401(K) Retirement Plan | - | 11 | $571,171 | $55,651 | $5,059iApproximate average salary by contribution assumption: employee only about $126,480 at 4% or $84,320 at 6%; with 50% employer match about $84,320 at 4% or $56,213 at 6%; with 100% employer match about $63,240 at 4% or $42,160 at 6%. |
Schedule Details
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN84-1567636
Transfers
Distributed property value$0
Schedule R source fields
- Payor 84-1567636
- Filing Id
- 84037347327278
- Schedule R EIN
- 23-2250214
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2007-01-01
- Schedule R Tax Period
- 20071231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 84-1567636
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0
- Pension Satisfy Cover Basis Code
- 1