Capital Planning Group
Plan context: Capital Planning Group 401(K) Plan
EIN 26-1604645 • Brentwood, TN • 8 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$1,625,527
2021 Contributions
$63,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 1 | $1,625,527 | $63,000 | $63,000iApproximate average salary by contribution assumption: employee only about $1,575,000 at 4% or $1,050,000 at 6%; with 50% employer match about $1,050,000 at 4% or $700,000 at 6%; with 100% employer match about $787,500 at 4% or $525,000 at 6%. |
| Capital Planning Group 401(K) Plan | - | 1 | $1,625,527 | $63,000 | $63,000iApproximate average salary by contribution assumption: employee only about $1,575,000 at 4% or $1,050,000 at 6%; with 50% employer match about $1,050,000 at 4% or $700,000 at 6%; with 100% employer match about $787,500 at 4% or $525,000 at 6%. |
| 2020 | 1 | 1 | $1,362,579 | $82,442 | $82,442iApproximate average salary by contribution assumption: employee only about $2,061,050 at 4% or $1,374,033 at 6%; with 50% employer match about $1,374,033 at 4% or $916,022 at 6%; with 100% employer match about $1,030,525 at 4% or $687,017 at 6%. |
| Capital Planning Group 401(K) Plan | - | 1 | $1,362,579 | $82,442 | $82,442iApproximate average salary by contribution assumption: employee only about $2,061,050 at 4% or $1,374,033 at 6%; with 50% employer match about $1,374,033 at 4% or $916,022 at 6%; with 100% employer match about $1,030,525 at 4% or $687,017 at 6%. |
| 2019 | 1 | 3 | $1,259,122 | $93,762 | $31,254iApproximate average salary by contribution assumption: employee only about $781,350 at 4% or $520,900 at 6%; with 50% employer match about $520,900 at 4% or $347,267 at 6%; with 100% employer match about $390,675 at 4% or $260,450 at 6%. |
| Capital Planning Group 401(K) Plan | - | 3 | $1,259,122 | $93,762 | $31,254iApproximate average salary by contribution assumption: employee only about $781,350 at 4% or $520,900 at 6%; with 50% employer match about $520,900 at 4% or $347,267 at 6%; with 100% employer match about $390,675 at 4% or $260,450 at 6%. |
| 2018 | 1 | 3 | $932,946 | $92,683 | $30,894iApproximate average salary by contribution assumption: employee only about $772,358 at 4% or $514,906 at 6%; with 50% employer match about $514,906 at 4% or $343,270 at 6%; with 100% employer match about $386,179 at 4% or $257,453 at 6%. |
| Capital Planning Group 401(K) Plan | - | 3 | $932,946 | $92,683 | $30,894iApproximate average salary by contribution assumption: employee only about $772,358 at 4% or $514,906 at 6%; with 50% employer match about $514,906 at 4% or $343,270 at 6%; with 100% employer match about $386,179 at 4% or $257,453 at 6%. |
| 2017 | 1 | 3 | $906,116 | $91,918 | $30,639iApproximate average salary by contribution assumption: employee only about $765,983 at 4% or $510,656 at 6%; with 50% employer match about $510,656 at 4% or $340,437 at 6%; with 100% employer match about $382,992 at 4% or $255,328 at 6%. |
| Capital Planning Group 401(K) Plan | - | 3 | $906,116 | $91,918 | $30,639iApproximate average salary by contribution assumption: employee only about $765,983 at 4% or $510,656 at 6%; with 50% employer match about $510,656 at 4% or $340,437 at 6%; with 100% employer match about $382,992 at 4% or $255,328 at 6%. |
| 2016 | 1 | 3 | $690,962 | $65,926 | $21,975iApproximate average salary by contribution assumption: employee only about $549,383 at 4% or $366,256 at 6%; with 50% employer match about $366,256 at 4% or $244,170 at 6%; with 100% employer match about $274,692 at 4% or $183,128 at 6%. |
| Capital Planning Group 401(K) Plan | - | 3 | $690,962 | $65,926 | $21,975iApproximate average salary by contribution assumption: employee only about $549,383 at 4% or $366,256 at 6%; with 50% employer match about $366,256 at 4% or $244,170 at 6%; with 100% employer match about $274,692 at 4% or $183,128 at 6%. |
| 2015 | 1 | 3 | $548,430 | $90,689 | $30,230iApproximate average salary by contribution assumption: employee only about $755,742 at 4% or $503,828 at 6%; with 50% employer match about $503,828 at 4% or $335,885 at 6%; with 100% employer match about $377,871 at 4% or $251,914 at 6%. |
| Capital Planning Group 401(K) Plan | - | 3 | $548,430 | $90,689 | $30,230iApproximate average salary by contribution assumption: employee only about $755,742 at 4% or $503,828 at 6%; with 50% employer match about $503,828 at 4% or $335,885 at 6%; with 100% employer match about $377,871 at 4% or $251,914 at 6%. |
| 2014 | 1 | 3 | $462,557 | $63,309 | $21,103iApproximate average salary by contribution assumption: employee only about $527,575 at 4% or $351,717 at 6%; with 50% employer match about $351,717 at 4% or $234,478 at 6%; with 100% employer match about $263,788 at 4% or $175,858 at 6%. |
| Capital Planning Group 401(K) Plan | - | 3 | $462,557 | $63,309 | $21,103iApproximate average salary by contribution assumption: employee only about $527,575 at 4% or $351,717 at 6%; with 50% employer match about $351,717 at 4% or $234,478 at 6%; with 100% employer match about $263,788 at 4% or $175,858 at 6%. |