Civic Intelligence

Financial Planning Associates LLC

Plan context: Financial Planning Associates LLC 401K Profit Sharing Plan

EIN 23-3012396 • West Chester, PA • 16 filings • 1 plans

300 Willowbrook Lane - Suite 315West Chester, PA 19382
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$6,143,689

2024 Contributions

$504,557

Historical Graphs

Total Assets Over Time

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

$6,143,689$3,071,845$0200920172024YearValue
$6,143,689Latest year 2024

Participants Over Time

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

1790200920172024YearValue
17Latest 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
2024117$6,143,689$504,557$29,680iApproximate average salary by contribution assumption: employee only about $741,996 at 4% or $494,664 at 6%; with 50% employer match about $494,664 at 4% or $329,776 at 6%; with 100% employer match about $370,998 at 4% or $247,332 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-17$6,143,689$504,557$29,680iApproximate average salary by contribution assumption: employee only about $741,996 at 4% or $494,664 at 6%; with 50% employer match about $494,664 at 4% or $329,776 at 6%; with 100% employer match about $370,998 at 4% or $247,332 at 6%.
2023116$4,853,058$658,084$41,130iApproximate average salary by contribution assumption: employee only about $1,028,256 at 4% or $685,504 at 6%; with 50% employer match about $685,504 at 4% or $457,003 at 6%; with 100% employer match about $514,128 at 4% or $342,752 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-16$4,853,058$658,084$41,130iApproximate average salary by contribution assumption: employee only about $1,028,256 at 4% or $685,504 at 6%; with 50% employer match about $685,504 at 4% or $457,003 at 6%; with 100% employer match about $514,128 at 4% or $342,752 at 6%.
2022117$3,594,437$378,152$22,244iApproximate average salary by contribution assumption: employee only about $556,106 at 4% or $370,737 at 6%; with 50% employer match about $370,737 at 4% or $247,158 at 6%; with 100% employer match about $278,053 at 4% or $185,369 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-17$3,594,437$378,152$22,244iApproximate average salary by contribution assumption: employee only about $556,106 at 4% or $370,737 at 6%; with 50% employer match about $370,737 at 4% or $247,158 at 6%; with 100% employer match about $278,053 at 4% or $185,369 at 6%.
2021113$4,001,939$206,303$15,869iApproximate average salary by contribution assumption: employee only about $396,737 at 4% or $264,491 at 6%; with 50% employer match about $264,491 at 4% or $176,327 at 6%; with 100% employer match about $198,368 at 4% or $132,246 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-13$4,001,939$206,303$15,869iApproximate average salary by contribution assumption: employee only about $396,737 at 4% or $264,491 at 6%; with 50% employer match about $264,491 at 4% or $176,327 at 6%; with 100% employer match about $198,368 at 4% or $132,246 at 6%.
2020113$3,391,544$440,702$33,900iApproximate average salary by contribution assumption: employee only about $847,504 at 4% or $565,003 at 6%; with 50% employer match about $565,003 at 4% or $376,668 at 6%; with 100% employer match about $423,752 at 4% or $282,501 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-13$3,391,544$440,702$33,900iApproximate average salary by contribution assumption: employee only about $847,504 at 4% or $565,003 at 6%; with 50% employer match about $565,003 at 4% or $376,668 at 6%; with 100% employer match about $423,752 at 4% or $282,501 at 6%.
2019112$2,428,654$534,413$44,534iApproximate average salary by contribution assumption: employee only about $1,113,360 at 4% or $742,240 at 6%; with 50% employer match about $742,240 at 4% or $494,827 at 6%; with 100% employer match about $556,680 at 4% or $371,120 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-12$2,428,654$534,413$44,534iApproximate average salary by contribution assumption: employee only about $1,113,360 at 4% or $742,240 at 6%; with 50% employer match about $742,240 at 4% or $494,827 at 6%; with 100% employer match about $556,680 at 4% or $371,120 at 6%.
201817$1,520,673$114,534$16,362iApproximate average salary by contribution assumption: employee only about $409,050 at 4% or $272,700 at 6%; with 50% employer match about $272,700 at 4% or $181,800 at 6%; with 100% employer match about $204,525 at 4% or $136,350 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-7$1,520,673$114,534$16,362iApproximate average salary by contribution assumption: employee only about $409,050 at 4% or $272,700 at 6%; with 50% employer match about $272,700 at 4% or $181,800 at 6%; with 100% employer match about $204,525 at 4% or $136,350 at 6%.
201718$1,482,320$116,897$14,612iApproximate average salary by contribution assumption: employee only about $365,303 at 4% or $243,535 at 6%; with 50% employer match about $243,535 at 4% or $162,357 at 6%; with 100% employer match about $182,652 at 4% or $121,768 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-8$1,482,320$116,897$14,612iApproximate average salary by contribution assumption: employee only about $365,303 at 4% or $243,535 at 6%; with 50% employer match about $243,535 at 4% or $162,357 at 6%; with 100% employer match about $182,652 at 4% or $121,768 at 6%.
201618$1,179,198$127,471$15,934iApproximate average salary by contribution assumption: employee only about $398,347 at 4% or $265,565 at 6%; with 50% employer match about $265,565 at 4% or $177,043 at 6%; with 100% employer match about $199,173 at 4% or $132,782 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-8$1,179,198$127,471$15,934iApproximate average salary by contribution assumption: employee only about $398,347 at 4% or $265,565 at 6%; with 50% employer match about $265,565 at 4% or $177,043 at 6%; with 100% employer match about $199,173 at 4% or $132,782 at 6%.
201517$948,056$154,334$22,048iApproximate average salary by contribution assumption: employee only about $551,193 at 4% or $367,462 at 6%; with 50% employer match about $367,462 at 4% or $244,975 at 6%; with 100% employer match about $275,596 at 4% or $183,731 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-7$948,056$154,334$22,048iApproximate average salary by contribution assumption: employee only about $551,193 at 4% or $367,462 at 6%; with 50% employer match about $367,462 at 4% or $244,975 at 6%; with 100% employer match about $275,596 at 4% or $183,731 at 6%.
201415$813,407$135,147$27,029iApproximate average salary by contribution assumption: employee only about $675,735 at 4% or $450,490 at 6%; with 50% employer match about $450,490 at 4% or $300,327 at 6%; with 100% employer match about $337,868 at 4% or $225,245 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-5$813,407$135,147$27,029iApproximate average salary by contribution assumption: employee only about $675,735 at 4% or $450,490 at 6%; with 50% employer match about $450,490 at 4% or $300,327 at 6%; with 100% employer match about $337,868 at 4% or $225,245 at 6%.
201316$677,557$184,580$30,763iApproximate average salary by contribution assumption: employee only about $769,083 at 4% or $512,722 at 6%; with 50% employer match about $512,722 at 4% or $341,815 at 6%; with 100% employer match about $384,542 at 4% or $256,361 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-6$677,557$184,580$30,763iApproximate average salary by contribution assumption: employee only about $769,083 at 4% or $512,722 at 6%; with 50% employer match about $512,722 at 4% or $341,815 at 6%; with 100% employer match about $384,542 at 4% or $256,361 at 6%.
201216$412,175$84,363$14,061iApproximate average salary by contribution assumption: employee only about $351,513 at 4% or $234,342 at 6%; with 50% employer match about $234,342 at 4% or $156,228 at 6%; with 100% employer match about $175,756 at 4% or $117,171 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-6$412,175$84,363$14,061iApproximate average salary by contribution assumption: employee only about $351,513 at 4% or $234,342 at 6%; with 50% employer match about $234,342 at 4% or $156,228 at 6%; with 100% employer match about $175,756 at 4% or $117,171 at 6%.
201116$293,647$108,260$18,043iApproximate average salary by contribution assumption: employee only about $451,083 at 4% or $300,722 at 6%; with 50% employer match about $300,722 at 4% or $200,481 at 6%; with 100% employer match about $225,542 at 4% or $150,361 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-6$293,647$108,260$18,043iApproximate average salary by contribution assumption: employee only about $451,083 at 4% or $300,722 at 6%; with 50% employer match about $300,722 at 4% or $200,481 at 6%; with 100% employer match about $225,542 at 4% or $150,361 at 6%.
201017$200,557$108,789$15,541iApproximate average salary by contribution assumption: employee only about $388,532 at 4% or $259,021 at 6%; with 50% employer match about $259,021 at 4% or $172,681 at 6%; with 100% employer match about $194,266 at 4% or $129,511 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-7$200,557$108,789$15,541iApproximate average salary by contribution assumption: employee only about $388,532 at 4% or $259,021 at 6%; with 50% employer match about $259,021 at 4% or $172,681 at 6%; with 100% employer match about $194,266 at 4% or $129,511 at 6%.
200916$81,075$67,562$11,260iApproximate average salary by contribution assumption: employee only about $281,508 at 4% or $187,672 at 6%; with 50% employer match about $187,672 at 4% or $125,115 at 6%; with 100% employer match about $140,754 at 4% or $93,836 at 6%.
Financial Planning Associates LLC 401K Profit Sharing Plan-6$81,075$67,562$11,260iApproximate average salary by contribution assumption: employee only about $281,508 at 4% or $187,672 at 6%; with 50% employer match about $187,672 at 4% or $125,115 at 6%; with 100% employer match about $140,754 at 4% or $93,836 at 6%.