Civic Intelligence

Clearplan Financial Inc.

Plan context: Clearplan Financial Inc 401 K Profit Sharing Plan Trust

EIN 26-0331771 • Orchard Park, NY • 13 filings • 4 plans

6470 New Taylor RdOrchard Park, NY 14127
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$636,494

2020 Contributions

$53,434

Historical Graphs

Total Assets Over Time

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

$636,494$318,247$0200820142019YearValue
$636,494Latest year 2019

Participants Over Time

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

530200820142019YearValue
3Latest year 2019

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
202010$0$53,434-
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-0$0$53,434-
201913$636,494$53,288$17,763iApproximate average salary by contribution assumption: employee only about $444,067 at 4% or $296,044 at 6%; with 50% employer match about $296,044 at 4% or $197,363 at 6%; with 100% employer match about $222,033 at 4% or $148,022 at 6%.
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-3$636,494$53,288$17,763iApproximate average salary by contribution assumption: employee only about $444,067 at 4% or $296,044 at 6%; with 50% employer match about $296,044 at 4% or $197,363 at 6%; with 100% employer match about $222,033 at 4% or $148,022 at 6%.
201813$514,408$54,523$18,174iApproximate average salary by contribution assumption: employee only about $454,358 at 4% or $302,906 at 6%; with 50% employer match about $302,906 at 4% or $201,937 at 6%; with 100% employer match about $227,179 at 4% or $151,453 at 6%.
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-3$514,408$54,523$18,174iApproximate average salary by contribution assumption: employee only about $454,358 at 4% or $302,906 at 6%; with 50% employer match about $302,906 at 4% or $201,937 at 6%; with 100% employer match about $227,179 at 4% or $151,453 at 6%.
201713$476,202$51,327$17,109iApproximate average salary by contribution assumption: employee only about $427,725 at 4% or $285,150 at 6%; with 50% employer match about $285,150 at 4% or $190,100 at 6%; with 100% employer match about $213,863 at 4% or $142,575 at 6%.
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-3$476,202$51,327$17,109iApproximate average salary by contribution assumption: employee only about $427,725 at 4% or $285,150 at 6%; with 50% employer match about $285,150 at 4% or $190,100 at 6%; with 100% employer match about $213,863 at 4% or $142,575 at 6%.
201614$393,233$48,419$12,105iApproximate average salary by contribution assumption: employee only about $302,619 at 4% or $201,746 at 6%; with 50% employer match about $201,746 at 4% or $134,497 at 6%; with 100% employer match about $151,309 at 4% or $100,873 at 6%.
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-4$393,233$48,419$12,105iApproximate average salary by contribution assumption: employee only about $302,619 at 4% or $201,746 at 6%; with 50% employer match about $201,746 at 4% or $134,497 at 6%; with 100% employer match about $151,309 at 4% or $100,873 at 6%.
201515$348,382$44,720$8,944iApproximate average salary by contribution assumption: employee only about $223,600 at 4% or $149,067 at 6%; with 50% employer match about $149,067 at 4% or $99,378 at 6%; with 100% employer match about $111,800 at 4% or $74,533 at 6%.
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-5$348,382$44,720$8,944iApproximate average salary by contribution assumption: employee only about $223,600 at 4% or $149,067 at 6%; with 50% employer match about $149,067 at 4% or $99,378 at 6%; with 100% employer match about $111,800 at 4% or $74,533 at 6%.
201415$316,098$47,200$9,440iApproximate average salary by contribution assumption: employee only about $236,000 at 4% or $157,333 at 6%; with 50% employer match about $157,333 at 4% or $104,889 at 6%; with 100% employer match about $118,000 at 4% or $78,667 at 6%.
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-5$316,098$47,200$9,440iApproximate average salary by contribution assumption: employee only about $236,000 at 4% or $157,333 at 6%; with 50% employer match about $157,333 at 4% or $104,889 at 6%; with 100% employer match about $118,000 at 4% or $78,667 at 6%.
201314$263,234$46,389$11,597iApproximate average salary by contribution assumption: employee only about $289,931 at 4% or $193,288 at 6%; with 50% employer match about $193,288 at 4% or $128,858 at 6%; with 100% employer match about $144,966 at 4% or $96,644 at 6%.
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-4$263,234$46,389$11,597iApproximate average salary by contribution assumption: employee only about $289,931 at 4% or $193,288 at 6%; with 50% employer match about $193,288 at 4% or $128,858 at 6%; with 100% employer match about $144,966 at 4% or $96,644 at 6%.
201214$199,930$43,378$10,845iApproximate average salary by contribution assumption: employee only about $271,113 at 4% or $180,742 at 6%; with 50% employer match about $180,742 at 4% or $120,494 at 6%; with 100% employer match about $135,556 at 4% or $90,371 at 6%.
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-4$199,930$43,378$10,845iApproximate average salary by contribution assumption: employee only about $271,113 at 4% or $180,742 at 6%; with 50% employer match about $180,742 at 4% or $120,494 at 6%; with 100% employer match about $135,556 at 4% or $90,371 at 6%.
201113$156,422$45,852$15,284iApproximate average salary by contribution assumption: employee only about $382,100 at 4% or $254,733 at 6%; with 50% employer match about $254,733 at 4% or $169,822 at 6%; with 100% employer match about $191,050 at 4% or $127,367 at 6%.
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-3$156,422$45,852$15,284iApproximate average salary by contribution assumption: employee only about $382,100 at 4% or $254,733 at 6%; with 50% employer match about $254,733 at 4% or $169,822 at 6%; with 100% employer match about $191,050 at 4% or $127,367 at 6%.
201014$181,063$112,713$28,178iApproximate average salary by contribution assumption: employee only about $704,456 at 4% or $469,638 at 6%; with 50% employer match about $469,638 at 4% or $313,092 at 6%; with 100% employer match about $352,228 at 4% or $234,819 at 6%.
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-4$181,063$112,713$28,178iApproximate average salary by contribution assumption: employee only about $704,456 at 4% or $469,638 at 6%; with 50% employer match about $469,638 at 4% or $313,092 at 6%; with 100% employer match about $352,228 at 4% or $234,819 at 6%.
200915$73,764$75,036$15,007iApproximate average salary by contribution assumption: employee only about $375,180 at 4% or $250,120 at 6%; with 50% employer match about $250,120 at 4% or $166,747 at 6%; with 100% employer match about $187,590 at 4% or $125,060 at 6%.
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-5$73,764$75,036$15,007iApproximate average salary by contribution assumption: employee only about $375,180 at 4% or $250,120 at 6%; with 50% employer match about $250,120 at 4% or $166,747 at 6%; with 100% employer match about $187,590 at 4% or $125,060 at 6%.
200813$677$650$217iApproximate average salary by contribution assumption: employee only about $5,417 at 4% or $3,611 at 6%; with 50% employer match about $3,611 at 4% or $2,407 at 6%; with 100% employer match about $2,708 at 4% or $1,806 at 6%.
Clearplan Financial Inc 401 K Profit Sharing Plan Trust-3$677$650$217iApproximate average salary by contribution assumption: employee only about $5,417 at 4% or $3,611 at 6%; with 50% employer match about $3,611 at 4% or $2,407 at 6%; with 100% employer match about $2,708 at 4% or $1,806 at 6%.