Civic Intelligence

Asset Planning Services Ltd

Plan context: Asset Planning Services Ltd 401(K) Plan

EIN 23-2476587 • Harleysville, PA • 10 filings • 1 plans

162 Main StreetHarleysville, PA 19438
Current Snapshot

Latest Year

2021

2021 Participants

19

2021 Assets

$4,612,020

2021 Contributions

$41,777

Historical Graphs

Total Assets Over Time

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

$4,612,020$2,306,010$0201220162020YearValue
$4,612,020Latest year 2020

Participants Over Time

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

22110201220162020YearValue
19Latest 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$41,777-
Asset Planning Services Ltd 401(K) Plan-0$0$41,777-
2020119$4,612,020$570,821$30,043iApproximate average salary by contribution assumption: employee only about $751,080 at 4% or $500,720 at 6%; with 50% employer match about $500,720 at 4% or $333,813 at 6%; with 100% employer match about $375,540 at 4% or $250,360 at 6%.
Asset Planning Services Ltd 401(K) Plan-19$4,612,020$570,821$30,043iApproximate average salary by contribution assumption: employee only about $751,080 at 4% or $500,720 at 6%; with 50% employer match about $500,720 at 4% or $333,813 at 6%; with 100% employer match about $375,540 at 4% or $250,360 at 6%.
2019119$3,660,366$499,130$26,270iApproximate average salary by contribution assumption: employee only about $656,750 at 4% or $437,833 at 6%; with 50% employer match about $437,833 at 4% or $291,889 at 6%; with 100% employer match about $328,375 at 4% or $218,917 at 6%.
Asset Planning Services Ltd 401(K) Plan-19$3,660,366$499,130$26,270iApproximate average salary by contribution assumption: employee only about $656,750 at 4% or $437,833 at 6%; with 50% employer match about $437,833 at 4% or $291,889 at 6%; with 100% employer match about $328,375 at 4% or $218,917 at 6%.
2018122$2,688,174$454,856$20,675iApproximate average salary by contribution assumption: employee only about $516,882 at 4% or $344,588 at 6%; with 50% employer match about $344,588 at 4% or $229,725 at 6%; with 100% employer match about $258,441 at 4% or $172,294 at 6%.
Asset Planning Services Ltd 401(K) Plan-22$2,688,174$454,856$20,675iApproximate average salary by contribution assumption: employee only about $516,882 at 4% or $344,588 at 6%; with 50% employer match about $344,588 at 4% or $229,725 at 6%; with 100% employer match about $258,441 at 4% or $172,294 at 6%.
2017121$2,555,940$415,525$19,787iApproximate average salary by contribution assumption: employee only about $494,673 at 4% or $329,782 at 6%; with 50% employer match about $329,782 at 4% or $219,854 at 6%; with 100% employer match about $247,336 at 4% or $164,891 at 6%.
Asset Planning Services Ltd 401(K) Plan-21$2,555,940$415,525$19,787iApproximate average salary by contribution assumption: employee only about $494,673 at 4% or $329,782 at 6%; with 50% employer match about $329,782 at 4% or $219,854 at 6%; with 100% employer match about $247,336 at 4% or $164,891 at 6%.
2016119$1,905,817$367,009$19,316iApproximate average salary by contribution assumption: employee only about $482,907 at 4% or $321,938 at 6%; with 50% employer match about $321,938 at 4% or $214,625 at 6%; with 100% employer match about $241,453 at 4% or $160,969 at 6%.
Asset Planning Services Ltd 401(K) Plan-19$1,905,817$367,009$19,316iApproximate average salary by contribution assumption: employee only about $482,907 at 4% or $321,938 at 6%; with 50% employer match about $321,938 at 4% or $214,625 at 6%; with 100% employer match about $241,453 at 4% or $160,969 at 6%.
2015116$1,381,315$391,657$24,479iApproximate average salary by contribution assumption: employee only about $611,964 at 4% or $407,976 at 6%; with 50% employer match about $407,976 at 4% or $271,984 at 6%; with 100% employer match about $305,982 at 4% or $203,988 at 6%.
Asset Planning Services Ltd 401(K) Plan-16$1,381,315$391,657$24,479iApproximate average salary by contribution assumption: employee only about $611,964 at 4% or $407,976 at 6%; with 50% employer match about $407,976 at 4% or $271,984 at 6%; with 100% employer match about $305,982 at 4% or $203,988 at 6%.
2014116$1,052,339$346,219$21,639iApproximate average salary by contribution assumption: employee only about $540,967 at 4% or $360,645 at 6%; with 50% employer match about $360,645 at 4% or $240,430 at 6%; with 100% employer match about $270,484 at 4% or $180,322 at 6%.
Asset Planning Services Ltd 401(K) Plan-16$1,052,339$346,219$21,639iApproximate average salary by contribution assumption: employee only about $540,967 at 4% or $360,645 at 6%; with 50% employer match about $360,645 at 4% or $240,430 at 6%; with 100% employer match about $270,484 at 4% or $180,322 at 6%.
2013115$673,840$420,318$28,021iApproximate average salary by contribution assumption: employee only about $700,530 at 4% or $467,020 at 6%; with 50% employer match about $467,020 at 4% or $311,347 at 6%; with 100% employer match about $350,265 at 4% or $233,510 at 6%.
Asset Planning Services Ltd 401(K) Plan-15$673,840$420,318$28,021iApproximate average salary by contribution assumption: employee only about $700,530 at 4% or $467,020 at 6%; with 50% employer match about $467,020 at 4% or $311,347 at 6%; with 100% employer match about $350,265 at 4% or $233,510 at 6%.
2012115$195,544$185,924$12,395iApproximate average salary by contribution assumption: employee only about $309,873 at 4% or $206,582 at 6%; with 50% employer match about $206,582 at 4% or $137,721 at 6%; with 100% employer match about $154,937 at 4% or $103,291 at 6%.
Asset Planning Services Ltd 401(K) Plan-15$195,544$185,924$12,395iApproximate average salary by contribution assumption: employee only about $309,873 at 4% or $206,582 at 6%; with 50% employer match about $206,582 at 4% or $137,721 at 6%; with 100% employer match about $154,937 at 4% or $103,291 at 6%.