Civic Intelligence

Southeast Planning Associates Inc

Plan context: Southeast Planning Associates Inc Profit Sharing Plan and Trust

EIN 31-1448827 • Athens, OH • 32 filings • 7 plans

5 Depot StreetAthens, OH 45701-2748
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$4,956,338

2024 Contributions

$128,184

Historical Graphs

Total Assets Over Time

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

$6,520,470$3,260,235$0199920122023YearValue
$4,956,338Latest year 2023

Participants Over Time

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

1470199920112023YearValue
10Latest year 2023

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
202410$0$0-
Southeast Planning Associates Inc Profit Sharing Plan and Trust-0$0--
2023210$4,956,338$128,184$12,818iApproximate average salary by contribution assumption: employee only about $320,460 at 4% or $213,640 at 6%; with 50% employer match about $213,640 at 4% or $142,427 at 6%; with 100% employer match about $160,230 at 4% or $106,820 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-10$4,956,338$109,156$10,916iApproximate average salary by contribution assumption: employee only about $272,890 at 4% or $181,927 at 6%; with 50% employer match about $181,927 at 4% or $121,284 at 6%; with 100% employer match about $136,445 at 4% or $90,963 at 6%.
SOUTHEAST PLANNING ASSOCIATES SOCA BENEFIT PLAN-0$0$19,028-
2022211$4,566,000$134,689$12,244iApproximate average salary by contribution assumption: employee only about $306,111 at 4% or $204,074 at 6%; with 50% employer match about $204,074 at 4% or $136,049 at 6%; with 100% employer match about $153,056 at 4% or $102,037 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-11$4,551,582$100,365$9,124iApproximate average salary by contribution assumption: employee only about $228,102 at 4% or $152,068 at 6%; with 50% employer match about $152,068 at 4% or $101,379 at 6%; with 100% employer match about $114,051 at 4% or $76,034 at 6%.
SOUTHEAST PLANNING ASSOCIATES SOCA BENEFIT PLAN-3$14,418$34,324$11,441iApproximate average salary by contribution assumption: employee only about $286,033 at 4% or $190,689 at 6%; with 50% employer match about $190,689 at 4% or $127,126 at 6%; with 100% employer match about $143,017 at 4% or $95,344 at 6%.
2021212$6,520,470$185,291$15,441iApproximate average salary by contribution assumption: employee only about $386,023 at 4% or $257,349 at 6%; with 50% employer match about $257,349 at 4% or $171,566 at 6%; with 100% employer match about $193,011 at 4% or $128,674 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-12$6,509,622$157,029$13,086iApproximate average salary by contribution assumption: employee only about $327,144 at 4% or $218,096 at 6%; with 50% employer match about $218,096 at 4% or $145,397 at 6%; with 100% employer match about $163,572 at 4% or $109,048 at 6%.
SOUTHEAST PLANNING ASSOCIATES SOCA BENEFIT PLAN-3$10,848$28,262$9,421iApproximate average salary by contribution assumption: employee only about $235,517 at 4% or $157,011 at 6%; with 50% employer match about $157,011 at 4% or $104,674 at 6%; with 100% employer match about $117,758 at 4% or $78,506 at 6%.
2020214$5,570,658$182,844$13,060iApproximate average salary by contribution assumption: employee only about $326,507 at 4% or $217,671 at 6%; with 50% employer match about $217,671 at 4% or $145,114 at 6%; with 100% employer match about $163,254 at 4% or $108,836 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-14$5,561,781$131,121$9,366iApproximate average salary by contribution assumption: employee only about $234,145 at 4% or $156,096 at 6%; with 50% employer match about $156,096 at 4% or $104,064 at 6%; with 100% employer match about $117,072 at 4% or $78,048 at 6%.
SOUTHEAST PLANNING ASSOCIATES SOCA BENEFIT PLAN-5$8,877$51,723$10,345iApproximate average salary by contribution assumption: employee only about $258,615 at 4% or $172,410 at 6%; with 50% employer match about $172,410 at 4% or $114,940 at 6%; with 100% employer match about $129,308 at 4% or $86,205 at 6%.
2019213$4,735,318$170,042$13,080iApproximate average salary by contribution assumption: employee only about $327,004 at 4% or $218,003 at 6%; with 50% employer match about $218,003 at 4% or $145,335 at 6%; with 100% employer match about $163,502 at 4% or $109,001 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-13$4,728,546$122,506$9,424iApproximate average salary by contribution assumption: employee only about $235,588 at 4% or $157,059 at 6%; with 50% employer match about $157,059 at 4% or $104,706 at 6%; with 100% employer match about $117,794 at 4% or $78,529 at 6%.
SOUTHEAST PLANNING ASSOCIATES SOCA BENEFIT PLAN-5$6,772$47,536$9,507iApproximate average salary by contribution assumption: employee only about $237,680 at 4% or $158,453 at 6%; with 50% employer match about $158,453 at 4% or $105,636 at 6%; with 100% employer match about $118,840 at 4% or $79,227 at 6%.
2018213$4,221,915$141,045$10,850iApproximate average salary by contribution assumption: employee only about $271,240 at 4% or $180,827 at 6%; with 50% employer match about $180,827 at 4% or $120,551 at 6%; with 100% employer match about $135,620 at 4% or $90,413 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-13$4,219,169$121,616$9,355iApproximate average salary by contribution assumption: employee only about $233,877 at 4% or $155,918 at 6%; with 50% employer match about $155,918 at 4% or $103,945 at 6%; with 100% employer match about $116,938 at 4% or $77,959 at 6%.
SOUTHEAST PLANNING ASSOCIATES SOCA BENEFIT PLAN-7$2,746$19,429$2,776iApproximate average salary by contribution assumption: employee only about $69,389 at 4% or $46,260 at 6%; with 50% employer match about $46,260 at 4% or $30,840 at 6%; with 100% employer match about $34,695 at 4% or $23,130 at 6%.
2017113$4,386,262$117,581$9,045iApproximate average salary by contribution assumption: employee only about $226,117 at 4% or $150,745 at 6%; with 50% employer match about $150,745 at 4% or $100,497 at 6%; with 100% employer match about $113,059 at 4% or $75,372 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-13$4,386,262$117,581$9,045iApproximate average salary by contribution assumption: employee only about $226,117 at 4% or $150,745 at 6%; with 50% employer match about $150,745 at 4% or $100,497 at 6%; with 100% employer match about $113,059 at 4% or $75,372 at 6%.
2016112$3,719,771$129,680$10,807iApproximate average salary by contribution assumption: employee only about $270,167 at 4% or $180,111 at 6%; with 50% employer match about $180,111 at 4% or $120,074 at 6%; with 100% employer match about $135,083 at 4% or $90,056 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-12$3,719,771$129,680$10,807iApproximate average salary by contribution assumption: employee only about $270,167 at 4% or $180,111 at 6%; with 50% employer match about $180,111 at 4% or $120,074 at 6%; with 100% employer match about $135,083 at 4% or $90,056 at 6%.
2015112$3,266,886$128,555$10,713iApproximate average salary by contribution assumption: employee only about $267,823 at 4% or $178,549 at 6%; with 50% employer match about $178,549 at 4% or $119,032 at 6%; with 100% employer match about $133,911 at 4% or $89,274 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-12$3,266,886$128,555$10,713iApproximate average salary by contribution assumption: employee only about $267,823 at 4% or $178,549 at 6%; with 50% employer match about $178,549 at 4% or $119,032 at 6%; with 100% employer match about $133,911 at 4% or $89,274 at 6%.
2014111$3,209,566$116,073$10,552iApproximate average salary by contribution assumption: employee only about $263,802 at 4% or $175,868 at 6%; with 50% employer match about $175,868 at 4% or $117,245 at 6%; with 100% employer match about $131,901 at 4% or $87,934 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-11$3,209,566$116,073$10,552iApproximate average salary by contribution assumption: employee only about $263,802 at 4% or $175,868 at 6%; with 50% employer match about $175,868 at 4% or $117,245 at 6%; with 100% employer match about $131,901 at 4% or $87,934 at 6%.
2013111$3,057,016$455,420$41,402iApproximate average salary by contribution assumption: employee only about $1,035,045 at 4% or $690,030 at 6%; with 50% employer match about $690,030 at 4% or $460,020 at 6%; with 100% employer match about $517,523 at 4% or $345,015 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-11$3,057,016$455,420$41,402iApproximate average salary by contribution assumption: employee only about $1,035,045 at 4% or $690,030 at 6%; with 50% employer match about $690,030 at 4% or $460,020 at 6%; with 100% employer match about $517,523 at 4% or $345,015 at 6%.
2012111$2,384,715$118,118$10,738iApproximate average salary by contribution assumption: employee only about $268,450 at 4% or $178,967 at 6%; with 50% employer match about $178,967 at 4% or $119,311 at 6%; with 100% employer match about $134,225 at 4% or $89,483 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-11$2,384,715$118,118$10,738iApproximate average salary by contribution assumption: employee only about $268,450 at 4% or $178,967 at 6%; with 50% employer match about $178,967 at 4% or $119,311 at 6%; with 100% employer match about $134,225 at 4% or $89,483 at 6%.
2011112$2,049,139$192,264$16,022iApproximate average salary by contribution assumption: employee only about $400,550 at 4% or $267,033 at 6%; with 50% employer match about $267,033 at 4% or $178,022 at 6%; with 100% employer match about $200,275 at 4% or $133,517 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-12$2,049,139$192,264$16,022iApproximate average salary by contribution assumption: employee only about $400,550 at 4% or $267,033 at 6%; with 50% employer match about $267,033 at 4% or $178,022 at 6%; with 100% employer match about $200,275 at 4% or $133,517 at 6%.
2010113$1,941,108$89,590$6,892iApproximate average salary by contribution assumption: employee only about $172,288 at 4% or $114,859 at 6%; with 50% employer match about $114,859 at 4% or $76,573 at 6%; with 100% employer match about $86,144 at 4% or $57,429 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-13$1,941,108$89,590$6,892iApproximate average salary by contribution assumption: employee only about $172,288 at 4% or $114,859 at 6%; with 50% employer match about $114,859 at 4% or $76,573 at 6%; with 100% employer match about $86,144 at 4% or $57,429 at 6%.
2009114$1,620,852$83,114$5,937iApproximate average salary by contribution assumption: employee only about $148,418 at 4% or $98,945 at 6%; with 50% employer match about $98,945 at 4% or $65,963 at 6%; with 100% employer match about $74,209 at 4% or $49,473 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-14$1,620,852$83,114$5,937iApproximate average salary by contribution assumption: employee only about $148,418 at 4% or $98,945 at 6%; with 50% employer match about $98,945 at 4% or $65,963 at 6%; with 100% employer match about $74,209 at 4% or $49,473 at 6%.
2008110$1,283,248$75,187$7,519iApproximate average salary by contribution assumption: employee only about $187,968 at 4% or $125,312 at 6%; with 50% employer match about $125,312 at 4% or $83,541 at 6%; with 100% employer match about $93,984 at 4% or $62,656 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-10$1,283,248$75,187$7,519iApproximate average salary by contribution assumption: employee only about $187,968 at 4% or $125,312 at 6%; with 50% employer match about $125,312 at 4% or $83,541 at 6%; with 100% employer match about $93,984 at 4% or $62,656 at 6%.
2007112$0$0-
Southeast Planning Associates Inc Profit Sharing Plan and Trust-12---
2006113$1,813,419$127,254$9,789iApproximate average salary by contribution assumption: employee only about $244,719 at 4% or $163,146 at 6%; with 50% employer match about $163,146 at 4% or $108,764 at 6%; with 100% employer match about $122,360 at 4% or $81,573 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-13$1,813,419$127,254$9,789iApproximate average salary by contribution assumption: employee only about $244,719 at 4% or $163,146 at 6%; with 50% employer match about $163,146 at 4% or $108,764 at 6%; with 100% employer match about $122,360 at 4% or $81,573 at 6%.
2005114$1,512,325$216,069$15,434iApproximate average salary by contribution assumption: employee only about $385,838 at 4% or $257,225 at 6%; with 50% employer match about $257,225 at 4% or $171,483 at 6%; with 100% employer match about $192,919 at 4% or $128,613 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-14$1,512,325$216,069$15,434iApproximate average salary by contribution assumption: employee only about $385,838 at 4% or $257,225 at 6%; with 50% employer match about $257,225 at 4% or $171,483 at 6%; with 100% employer match about $192,919 at 4% or $128,613 at 6%.
2004113$1,285,080$84,793$6,523iApproximate average salary by contribution assumption: employee only about $163,063 at 4% or $108,709 at 6%; with 50% employer match about $108,709 at 4% or $72,473 at 6%; with 100% employer match about $81,532 at 4% or $54,354 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-13$1,285,080$84,793$6,523iApproximate average salary by contribution assumption: employee only about $163,063 at 4% or $108,709 at 6%; with 50% employer match about $108,709 at 4% or $72,473 at 6%; with 100% employer match about $81,532 at 4% or $54,354 at 6%.
2003112$1,073,954$78,970$6,581iApproximate average salary by contribution assumption: employee only about $164,521 at 4% or $109,681 at 6%; with 50% employer match about $109,681 at 4% or $73,120 at 6%; with 100% employer match about $82,260 at 4% or $54,840 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-12$1,073,954$78,970$6,581iApproximate average salary by contribution assumption: employee only about $164,521 at 4% or $109,681 at 6%; with 50% employer match about $109,681 at 4% or $73,120 at 6%; with 100% employer match about $82,260 at 4% or $54,840 at 6%.
2002112$773,904$71,934$5,995iApproximate average salary by contribution assumption: employee only about $149,863 at 4% or $99,908 at 6%; with 50% employer match about $99,908 at 4% or $66,606 at 6%; with 100% employer match about $74,931 at 4% or $49,954 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-12$773,904$71,934$5,995iApproximate average salary by contribution assumption: employee only about $149,863 at 4% or $99,908 at 6%; with 50% employer match about $99,908 at 4% or $66,606 at 6%; with 100% employer match about $74,931 at 4% or $49,954 at 6%.
200118$0$0-
Southeast Planning Associates Inc Profit Sharing Plan and Trust-8---
2000110$775,898$56,487$5,649iApproximate average salary by contribution assumption: employee only about $141,218 at 4% or $94,145 at 6%; with 50% employer match about $94,145 at 4% or $62,763 at 6%; with 100% employer match about $70,609 at 4% or $47,073 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-10$775,898$56,487$5,649iApproximate average salary by contribution assumption: employee only about $141,218 at 4% or $94,145 at 6%; with 50% employer match about $94,145 at 4% or $62,763 at 6%; with 100% employer match about $70,609 at 4% or $47,073 at 6%.
199918$758,511$47,535$5,942iApproximate average salary by contribution assumption: employee only about $148,547 at 4% or $99,031 at 6%; with 50% employer match about $99,031 at 4% or $66,021 at 6%; with 100% employer match about $74,273 at 4% or $49,516 at 6%.
Southeast Planning Associates Inc Profit Sharing Plan and Trust-8$758,511$47,535$5,942iApproximate average salary by contribution assumption: employee only about $148,547 at 4% or $99,031 at 6%; with 50% employer match about $99,031 at 4% or $66,021 at 6%; with 100% employer match about $74,273 at 4% or $49,516 at 6%.