Global Planning Initiatives LLC
Plan context: Global Planning Initiatives LLC 401(K) P/S Plan
EIN 26-2044818 • Virginia Beach, VA • 11 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
28
2023 Assets
$1,327,453
2023 Contributions
$352,248
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Global Planning Initiatives LLC 401(K) P/S Plan | - | 0 | $0 | $0 | - |
| 2022 | 1 | 28 | $1,327,453 | $352,248 | $12,580iApproximate average salary by contribution assumption: employee only about $314,507 at 4% or $209,671 at 6%; with 50% employer match about $209,671 at 4% or $139,781 at 6%; with 100% employer match about $157,254 at 4% or $104,836 at 6%. |
| Global Planning Initiatives LLC 401(K) P/S Plan | - | 28 | $1,327,453 | $352,248 | $12,580iApproximate average salary by contribution assumption: employee only about $314,507 at 4% or $209,671 at 6%; with 50% employer match about $209,671 at 4% or $139,781 at 6%; with 100% employer match about $157,254 at 4% or $104,836 at 6%. |
| 2021 | 1 | 18 | $1,193,620 | $225,593 | $12,533iApproximate average salary by contribution assumption: employee only about $313,324 at 4% or $208,882 at 6%; with 50% employer match about $208,882 at 4% or $139,255 at 6%; with 100% employer match about $156,662 at 4% or $104,441 at 6%. |
| Global Planning Initiatives LLC 401(K) P/S Plan | - | 18 | $1,193,620 | $225,593 | $12,533iApproximate average salary by contribution assumption: employee only about $313,324 at 4% or $208,882 at 6%; with 50% employer match about $208,882 at 4% or $139,255 at 6%; with 100% employer match about $156,662 at 4% or $104,441 at 6%. |
| 2020 | 1 | 10 | $871,089 | $135,537 | $13,554iApproximate average salary by contribution assumption: employee only about $338,843 at 4% or $225,895 at 6%; with 50% employer match about $225,895 at 4% or $150,597 at 6%; with 100% employer match about $169,421 at 4% or $112,948 at 6%. |
| Global Planning Initiatives LLC 401(K) P/S Plan | - | 10 | $871,089 | $135,537 | $13,554iApproximate average salary by contribution assumption: employee only about $338,843 at 4% or $225,895 at 6%; with 50% employer match about $225,895 at 4% or $150,597 at 6%; with 100% employer match about $169,421 at 4% or $112,948 at 6%. |
| 2019 | 1 | 9 | $690,741 | $405,965 | $45,107iApproximate average salary by contribution assumption: employee only about $1,127,681 at 4% or $751,787 at 6%; with 50% employer match about $751,787 at 4% or $501,191 at 6%; with 100% employer match about $563,840 at 4% or $375,894 at 6%. |
| Global Planning Initiatives LLC 401(K) P/S Plan | - | 9 | $690,741 | $405,965 | $45,107iApproximate average salary by contribution assumption: employee only about $1,127,681 at 4% or $751,787 at 6%; with 50% employer match about $751,787 at 4% or $501,191 at 6%; with 100% employer match about $563,840 at 4% or $375,894 at 6%. |
| 2018 | 1 | 7 | $208,712 | $70,975 | $10,139iApproximate average salary by contribution assumption: employee only about $253,482 at 4% or $168,988 at 6%; with 50% employer match about $168,988 at 4% or $112,659 at 6%; with 100% employer match about $126,741 at 4% or $84,494 at 6%. |
| Global Planning Initiatives LLC 401(K) P/S Plan | - | 7 | $208,712 | $70,975 | $10,139iApproximate average salary by contribution assumption: employee only about $253,482 at 4% or $168,988 at 6%; with 50% employer match about $168,988 at 4% or $112,659 at 6%; with 100% employer match about $126,741 at 4% or $84,494 at 6%. |
| 2017 | 1 | 6 | $155,498 | $60,835 | $10,139iApproximate average salary by contribution assumption: employee only about $253,479 at 4% or $168,986 at 6%; with 50% employer match about $168,986 at 4% or $112,657 at 6%; with 100% employer match about $126,740 at 4% or $84,493 at 6%. |
| Global Planning Initiatives LLC 401(K) P/S Plan | - | 6 | $155,498 | $60,835 | $10,139iApproximate average salary by contribution assumption: employee only about $253,479 at 4% or $168,986 at 6%; with 50% employer match about $168,986 at 4% or $112,657 at 6%; with 100% employer match about $126,740 at 4% or $84,493 at 6%. |
| 2016 | 1 | 2 | $85,646 | $62,903 | $31,452iApproximate average salary by contribution assumption: employee only about $786,288 at 4% or $524,192 at 6%; with 50% employer match about $524,192 at 4% or $349,461 at 6%; with 100% employer match about $393,144 at 4% or $262,096 at 6%. |
| Global Planning Initiatives LLC 401(K) P/S Plan | - | 2 | $85,646 | $62,903 | $31,452iApproximate average salary by contribution assumption: employee only about $786,288 at 4% or $524,192 at 6%; with 50% employer match about $524,192 at 4% or $349,461 at 6%; with 100% employer match about $393,144 at 4% or $262,096 at 6%. |
| 2015 | 1 | 1 | $18,336 | $4,275 | $4,275iApproximate average salary by contribution assumption: employee only about $106,875 at 4% or $71,250 at 6%; with 50% employer match about $71,250 at 4% or $47,500 at 6%; with 100% employer match about $53,438 at 4% or $35,625 at 6%. |
| Global Planning Initiatives LLC 401(K) P/S Plan | - | 1 | $18,336 | $4,275 | $4,275iApproximate average salary by contribution assumption: employee only about $106,875 at 4% or $71,250 at 6%; with 50% employer match about $71,250 at 4% or $47,500 at 6%; with 100% employer match about $53,438 at 4% or $35,625 at 6%. |
| 2014 | 1 | 1 | $21,607 | $18,180 | $18,180iApproximate average salary by contribution assumption: employee only about $454,500 at 4% or $303,000 at 6%; with 50% employer match about $303,000 at 4% or $202,000 at 6%; with 100% employer match about $227,250 at 4% or $151,500 at 6%. |
| Global Planning Initiatives LLC 401(K) P/S Plan | - | 1 | $21,607 | $18,180 | $18,180iApproximate average salary by contribution assumption: employee only about $454,500 at 4% or $303,000 at 6%; with 50% employer match about $303,000 at 4% or $202,000 at 6%; with 100% employer match about $227,250 at 4% or $151,500 at 6%. |
| 2013 | 1 | 2 | $2,470 | $2,440 | $1,220iApproximate average salary by contribution assumption: employee only about $30,500 at 4% or $20,333 at 6%; with 50% employer match about $20,333 at 4% or $13,556 at 6%; with 100% employer match about $15,250 at 4% or $10,167 at 6%. |
| Global Planning Initiatives LLC 401(K) P/S Plan | - | 2 | $2,470 | $2,440 | $1,220iApproximate average salary by contribution assumption: employee only about $30,500 at 4% or $20,333 at 6%; with 50% employer match about $20,333 at 4% or $13,556 at 6%; with 100% employer match about $15,250 at 4% or $10,167 at 6%. |