Civic Intelligence

Retirement Planning Specialists Inc.

Plan context: Retirement Planning Specialists Inc. 401(K) Plan

EIN 23-2972950 • Willow Grove, PA • 15 filings • 5 plans

1000 Easton RoadWillow Grove, PA 19090
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$758,708

2024 Contributions

$267,253

Historical Graphs

Total Assets Over Time

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

$758,708$379,354$0201220182024YearValue
$758,708Latest year 2024

Participants Over Time

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

950201220182024YearValue
9Latest year 2024

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
202429$758,708$267,253$29,695iApproximate average salary by contribution assumption: employee only about $742,369 at 4% or $494,913 at 6%; with 50% employer match about $494,913 at 4% or $329,942 at 6%; with 100% employer match about $371,185 at 4% or $247,456 at 6%.
Retirement Planning Specialists Inc. 401(K) Plan-9$407,115$92,653$10,295iApproximate average salary by contribution assumption: employee only about $257,369 at 4% or $171,580 at 6%; with 50% employer match about $171,580 at 4% or $114,386 at 6%; with 100% employer match about $128,685 at 4% or $85,790 at 6%.
RETIREMENT PLANNING SPECIALISTS CASH BALANCE PLAN-7$351,593$174,600$24,943iApproximate average salary by contribution assumption: employee only about $623,571 at 4% or $415,714 at 6%; with 50% employer match about $415,714 at 4% or $277,143 at 6%; with 100% employer match about $311,786 at 4% or $207,857 at 6%.
202319$342,167$178,447$19,827iApproximate average salary by contribution assumption: employee only about $495,686 at 4% or $330,457 at 6%; with 50% employer match about $330,457 at 4% or $220,305 at 6%; with 100% employer match about $247,843 at 4% or $165,229 at 6%.
Retirement Planning Specialists Inc. 401(K) Plan-9$342,167$178,447$19,827iApproximate average salary by contribution assumption: employee only about $495,686 at 4% or $330,457 at 6%; with 50% employer match about $330,457 at 4% or $220,305 at 6%; with 100% employer match about $247,843 at 4% or $165,229 at 6%.
202219$552,511$154,076$17,120iApproximate average salary by contribution assumption: employee only about $427,989 at 4% or $285,326 at 6%; with 50% employer match about $285,326 at 4% or $190,217 at 6%; with 100% employer match about $213,994 at 4% or $142,663 at 6%.
Retirement Planning Specialists Inc. 401(K) Plan-9$552,511$154,076$17,120iApproximate average salary by contribution assumption: employee only about $427,989 at 4% or $285,326 at 6%; with 50% employer match about $285,326 at 4% or $190,217 at 6%; with 100% employer match about $213,994 at 4% or $142,663 at 6%.
202118$511,938$155,487$19,436iApproximate average salary by contribution assumption: employee only about $485,897 at 4% or $323,931 at 6%; with 50% employer match about $323,931 at 4% or $215,954 at 6%; with 100% employer match about $242,948 at 4% or $161,966 at 6%.
Retirement Planning Specialists Inc. 401(K) Plan-8$511,938$155,487$19,436iApproximate average salary by contribution assumption: employee only about $485,897 at 4% or $323,931 at 6%; with 50% employer match about $323,931 at 4% or $215,954 at 6%; with 100% employer match about $242,948 at 4% or $161,966 at 6%.
202017$617,107$146,797$20,971iApproximate average salary by contribution assumption: employee only about $524,275 at 4% or $349,517 at 6%; with 50% employer match about $349,517 at 4% or $233,011 at 6%; with 100% employer match about $262,138 at 4% or $174,758 at 6%.
Retirement Planning Specialists Inc. 401(K) Plan-7$617,107$146,797$20,971iApproximate average salary by contribution assumption: employee only about $524,275 at 4% or $349,517 at 6%; with 50% employer match about $349,517 at 4% or $233,011 at 6%; with 100% employer match about $262,138 at 4% or $174,758 at 6%.
201915$431,627$69,747$13,949iApproximate average salary by contribution assumption: employee only about $348,735 at 4% or $232,490 at 6%; with 50% employer match about $232,490 at 4% or $154,993 at 6%; with 100% employer match about $174,368 at 4% or $116,245 at 6%.
Retirement Planning Specialists Inc. 401(K) Plan-5$431,627$69,747$13,949iApproximate average salary by contribution assumption: employee only about $348,735 at 4% or $232,490 at 6%; with 50% employer match about $232,490 at 4% or $154,993 at 6%; with 100% employer match about $174,368 at 4% or $116,245 at 6%.
201814$351,108$63,525$15,881iApproximate average salary by contribution assumption: employee only about $397,031 at 4% or $264,688 at 6%; with 50% employer match about $264,688 at 4% or $176,458 at 6%; with 100% employer match about $198,516 at 4% or $132,344 at 6%.
Retirement Planning Specialists Inc. 401(K) Plan-4$351,108$63,525$15,881iApproximate average salary by contribution assumption: employee only about $397,031 at 4% or $264,688 at 6%; with 50% employer match about $264,688 at 4% or $176,458 at 6%; with 100% employer match about $198,516 at 4% or $132,344 at 6%.
201714$303,274$59,468$14,867iApproximate average salary by contribution assumption: employee only about $371,675 at 4% or $247,783 at 6%; with 50% employer match about $247,783 at 4% or $165,189 at 6%; with 100% employer match about $185,838 at 4% or $123,892 at 6%.
Retirement Planning Specialists Inc. 401(K) Plan-4$303,274$59,468$14,867iApproximate average salary by contribution assumption: employee only about $371,675 at 4% or $247,783 at 6%; with 50% employer match about $247,783 at 4% or $165,189 at 6%; with 100% employer match about $185,838 at 4% or $123,892 at 6%.
201614$214,340$62,349$15,587iApproximate average salary by contribution assumption: employee only about $389,681 at 4% or $259,788 at 6%; with 50% employer match about $259,788 at 4% or $173,192 at 6%; with 100% employer match about $194,841 at 4% or $129,894 at 6%.
Retirement Planning Specialists Inc. 401(K) Plan-4$214,340$62,349$15,587iApproximate average salary by contribution assumption: employee only about $389,681 at 4% or $259,788 at 6%; with 50% employer match about $259,788 at 4% or $173,192 at 6%; with 100% employer match about $194,841 at 4% or $129,894 at 6%.
201515$179,409$83,172$16,634iApproximate average salary by contribution assumption: employee only about $415,860 at 4% or $277,240 at 6%; with 50% employer match about $277,240 at 4% or $184,827 at 6%; with 100% employer match about $207,930 at 4% or $138,620 at 6%.
Retirement Planning Specialists Inc. 401(K) Plan-5$179,409$83,172$16,634iApproximate average salary by contribution assumption: employee only about $415,860 at 4% or $277,240 at 6%; with 50% employer match about $277,240 at 4% or $184,827 at 6%; with 100% employer match about $207,930 at 4% or $138,620 at 6%.
201425$221,964$102,180$20,436iApproximate average salary by contribution assumption: employee only about $510,900 at 4% or $340,600 at 6%; with 50% employer match about $340,600 at 4% or $227,067 at 6%; with 100% employer match about $255,450 at 4% or $170,300 at 6%.
Retirement Planning Specialists Inc. 401(K) Plan-5$110,982$51,090$10,218iApproximate average salary by contribution assumption: employee only about $255,450 at 4% or $170,300 at 6%; with 50% employer match about $170,300 at 4% or $113,533 at 6%; with 100% employer match about $127,725 at 4% or $85,150 at 6%.
RETIREMENT PLANNING SPECIALISTS, INC 401(K) PLAN-5$110,982$51,090$10,218iApproximate average salary by contribution assumption: employee only about $255,450 at 4% or $170,300 at 6%; with 50% employer match about $170,300 at 4% or $113,533 at 6%; with 100% employer match about $127,725 at 4% or $85,150 at 6%.
201313$55,903$2,436$812iApproximate average salary by contribution assumption: employee only about $20,300 at 4% or $13,533 at 6%; with 50% employer match about $13,533 at 4% or $9,022 at 6%; with 100% employer match about $10,150 at 4% or $6,767 at 6%.
Retirement Planning Specialists Inc. 401(K) Plan-3$55,903$2,436$812iApproximate average salary by contribution assumption: employee only about $20,300 at 4% or $13,533 at 6%; with 50% employer match about $13,533 at 4% or $9,022 at 6%; with 100% employer match about $10,150 at 4% or $6,767 at 6%.
201215$65,930$5,468$1,094iApproximate average salary by contribution assumption: employee only about $27,340 at 4% or $18,227 at 6%; with 50% employer match about $18,227 at 4% or $12,151 at 6%; with 100% employer match about $13,670 at 4% or $9,113 at 6%.
RETIREMENT PLANNING SPECIALIST 401(K) PLAN-5$65,930$5,468$1,094iApproximate average salary by contribution assumption: employee only about $27,340 at 4% or $18,227 at 6%; with 50% employer match about $18,227 at 4% or $12,151 at 6%; with 100% employer match about $13,670 at 4% or $9,113 at 6%.