Civic Intelligence

Asset Planning Inc.

Plan context: Asset Planning Inc. 401(K) Profit Sharing Plan

EIN 33-0322655 • Los Alamitos, CA • 23 filings • 4 plans

4281 Katella Ave. Ste 203Los Alamitos, CA 90720
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$6,260,072

2025 Contributions

$266,984

Historical Graphs

Total Assets Over Time

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

$6,260,072$3,130,036$0200420152025YearValue
$6,260,072Latest year 2025

Participants Over Time

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

740200420152025YearValue
7Latest year 2025

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
202517$6,260,072$266,984$38,141iApproximate average salary by contribution assumption: employee only about $953,514 at 4% or $635,676 at 6%; with 50% employer match about $635,676 at 4% or $423,784 at 6%; with 100% employer match about $476,757 at 4% or $317,838 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-7$6,260,072$266,984$38,141iApproximate average salary by contribution assumption: employee only about $953,514 at 4% or $635,676 at 6%; with 50% employer match about $635,676 at 4% or $423,784 at 6%; with 100% employer match about $476,757 at 4% or $317,838 at 6%.
202416$5,153,126$248,502$41,417iApproximate average salary by contribution assumption: employee only about $1,035,425 at 4% or $690,283 at 6%; with 50% employer match about $690,283 at 4% or $460,189 at 6%; with 100% employer match about $517,713 at 4% or $345,142 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-6$5,153,126$248,502$41,417iApproximate average salary by contribution assumption: employee only about $1,035,425 at 4% or $690,283 at 6%; with 50% employer match about $690,283 at 4% or $460,189 at 6%; with 100% employer match about $517,713 at 4% or $345,142 at 6%.
202316$4,142,983$246,919$41,153iApproximate average salary by contribution assumption: employee only about $1,028,829 at 4% or $685,886 at 6%; with 50% employer match about $685,886 at 4% or $457,257 at 6%; with 100% employer match about $514,415 at 4% or $342,943 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-6$4,142,983$246,919$41,153iApproximate average salary by contribution assumption: employee only about $1,028,829 at 4% or $685,886 at 6%; with 50% employer match about $685,886 at 4% or $457,257 at 6%; with 100% employer match about $514,415 at 4% or $342,943 at 6%.
202217$3,203,733$223,429$31,918iApproximate average salary by contribution assumption: employee only about $797,961 at 4% or $531,974 at 6%; with 50% employer match about $531,974 at 4% or $354,649 at 6%; with 100% employer match about $398,980 at 4% or $265,987 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-7$3,203,733$223,429$31,918iApproximate average salary by contribution assumption: employee only about $797,961 at 4% or $531,974 at 6%; with 50% employer match about $531,974 at 4% or $354,649 at 6%; with 100% employer match about $398,980 at 4% or $265,987 at 6%.
202116$3,891,465$206,948$34,491iApproximate average salary by contribution assumption: employee only about $862,283 at 4% or $574,856 at 6%; with 50% employer match about $574,856 at 4% or $383,237 at 6%; with 100% employer match about $431,142 at 4% or $287,428 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-6$3,891,465$206,948$34,491iApproximate average salary by contribution assumption: employee only about $862,283 at 4% or $574,856 at 6%; with 50% employer match about $574,856 at 4% or $383,237 at 6%; with 100% employer match about $431,142 at 4% or $287,428 at 6%.
202016$3,310,536$192,329$32,055iApproximate average salary by contribution assumption: employee only about $801,371 at 4% or $534,247 at 6%; with 50% employer match about $534,247 at 4% or $356,165 at 6%; with 100% employer match about $400,685 at 4% or $267,124 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-6$3,310,536$192,329$32,055iApproximate average salary by contribution assumption: employee only about $801,371 at 4% or $534,247 at 6%; with 50% employer match about $534,247 at 4% or $356,165 at 6%; with 100% employer match about $400,685 at 4% or $267,124 at 6%.
201915$2,593,926$191,151$38,230iApproximate average salary by contribution assumption: employee only about $955,755 at 4% or $637,170 at 6%; with 50% employer match about $637,170 at 4% or $424,780 at 6%; with 100% employer match about $477,877 at 4% or $318,585 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-5$2,593,926$191,151$38,230iApproximate average salary by contribution assumption: employee only about $955,755 at 4% or $637,170 at 6%; with 50% employer match about $637,170 at 4% or $424,780 at 6%; with 100% employer match about $477,877 at 4% or $318,585 at 6%.
201816$1,975,821$165,913$27,652iApproximate average salary by contribution assumption: employee only about $691,304 at 4% or $460,869 at 6%; with 50% employer match about $460,869 at 4% or $307,246 at 6%; with 100% employer match about $345,652 at 4% or $230,435 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-6$1,975,821$165,913$27,652iApproximate average salary by contribution assumption: employee only about $691,304 at 4% or $460,869 at 6%; with 50% employer match about $460,869 at 4% or $307,246 at 6%; with 100% employer match about $345,652 at 4% or $230,435 at 6%.
201716$1,860,887$154,918$25,820iApproximate average salary by contribution assumption: employee only about $645,492 at 4% or $430,328 at 6%; with 50% employer match about $430,328 at 4% or $286,885 at 6%; with 100% employer match about $322,746 at 4% or $215,164 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-6$1,860,887$154,918$25,820iApproximate average salary by contribution assumption: employee only about $645,492 at 4% or $430,328 at 6%; with 50% employer match about $430,328 at 4% or $286,885 at 6%; with 100% employer match about $322,746 at 4% or $215,164 at 6%.
201615$1,459,209$129,995$25,999iApproximate average salary by contribution assumption: employee only about $649,975 at 4% or $433,317 at 6%; with 50% employer match about $433,317 at 4% or $288,878 at 6%; with 100% employer match about $324,988 at 4% or $216,658 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-5$1,459,209$129,995$25,999iApproximate average salary by contribution assumption: employee only about $649,975 at 4% or $433,317 at 6%; with 50% employer match about $433,317 at 4% or $288,878 at 6%; with 100% employer match about $324,988 at 4% or $216,658 at 6%.
201515$1,284,477$139,937$27,987iApproximate average salary by contribution assumption: employee only about $699,685 at 4% or $466,457 at 6%; with 50% employer match about $466,457 at 4% or $310,971 at 6%; with 100% employer match about $349,843 at 4% or $233,228 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-5$1,284,477$139,937$27,987iApproximate average salary by contribution assumption: employee only about $699,685 at 4% or $466,457 at 6%; with 50% employer match about $466,457 at 4% or $310,971 at 6%; with 100% employer match about $349,843 at 4% or $233,228 at 6%.
201414$1,086,720$128,235$32,059iApproximate average salary by contribution assumption: employee only about $801,469 at 4% or $534,313 at 6%; with 50% employer match about $534,313 at 4% or $356,208 at 6%; with 100% employer match about $400,734 at 4% or $267,156 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-4$1,086,720$128,235$32,059iApproximate average salary by contribution assumption: employee only about $801,469 at 4% or $534,313 at 6%; with 50% employer match about $534,313 at 4% or $356,208 at 6%; with 100% employer match about $400,734 at 4% or $267,156 at 6%.
201314$868,852$99,858$24,965iApproximate average salary by contribution assumption: employee only about $624,113 at 4% or $416,075 at 6%; with 50% employer match about $416,075 at 4% or $277,383 at 6%; with 100% employer match about $312,056 at 4% or $208,038 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-4$868,852$99,858$24,965iApproximate average salary by contribution assumption: employee only about $624,113 at 4% or $416,075 at 6%; with 50% employer match about $416,075 at 4% or $277,383 at 6%; with 100% employer match about $312,056 at 4% or $208,038 at 6%.
201214$645,004$98,278$24,570iApproximate average salary by contribution assumption: employee only about $614,238 at 4% or $409,492 at 6%; with 50% employer match about $409,492 at 4% or $272,994 at 6%; with 100% employer match about $307,119 at 4% or $204,746 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-4$645,004$98,278$24,570iApproximate average salary by contribution assumption: employee only about $614,238 at 4% or $409,492 at 6%; with 50% employer match about $409,492 at 4% or $272,994 at 6%; with 100% employer match about $307,119 at 4% or $204,746 at 6%.
201114$490,614$53,651$13,413iApproximate average salary by contribution assumption: employee only about $335,319 at 4% or $223,546 at 6%; with 50% employer match about $223,546 at 4% or $149,031 at 6%; with 100% employer match about $167,659 at 4% or $111,773 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-4$490,614$53,651$13,413iApproximate average salary by contribution assumption: employee only about $335,319 at 4% or $223,546 at 6%; with 50% employer match about $223,546 at 4% or $149,031 at 6%; with 100% employer match about $167,659 at 4% or $111,773 at 6%.
201014$434,007$65,584$16,396iApproximate average salary by contribution assumption: employee only about $409,900 at 4% or $273,267 at 6%; with 50% employer match about $273,267 at 4% or $182,178 at 6%; with 100% employer match about $204,950 at 4% or $136,633 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-4$434,007$65,584$16,396iApproximate average salary by contribution assumption: employee only about $409,900 at 4% or $273,267 at 6%; with 50% employer match about $273,267 at 4% or $182,178 at 6%; with 100% employer match about $204,950 at 4% or $136,633 at 6%.
200914$328,701$48,842$12,211iApproximate average salary by contribution assumption: employee only about $305,263 at 4% or $203,508 at 6%; with 50% employer match about $203,508 at 4% or $135,672 at 6%; with 100% employer match about $152,631 at 4% or $101,754 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-4$328,701$48,842$12,211iApproximate average salary by contribution assumption: employee only about $305,263 at 4% or $203,508 at 6%; with 50% employer match about $203,508 at 4% or $135,672 at 6%; with 100% employer match about $152,631 at 4% or $101,754 at 6%.
200814$194,079$76,808$19,202iApproximate average salary by contribution assumption: employee only about $480,050 at 4% or $320,033 at 6%; with 50% employer match about $320,033 at 4% or $213,356 at 6%; with 100% employer match about $240,025 at 4% or $160,017 at 6%.
Asset Planning Inc. 401(K) Profit Sharing Plan-4$194,079$76,808$19,202iApproximate average salary by contribution assumption: employee only about $480,050 at 4% or $320,033 at 6%; with 50% employer match about $320,033 at 4% or $213,356 at 6%; with 100% employer match about $240,025 at 4% or $160,017 at 6%.
200723$0$0-
ASSET PLANNING, INC. PROFIT SHARING PLAN-0---
Asset Planning Inc. 401(K) Profit Sharing Plan-3---
200613$142,570$38,472$12,824iApproximate average salary by contribution assumption: employee only about $320,600 at 4% or $213,733 at 6%; with 50% employer match about $213,733 at 4% or $142,489 at 6%; with 100% employer match about $160,300 at 4% or $106,867 at 6%.
ASSET PLANNING INC SIMPLIFIED PSP-3$142,570$38,472$12,824iApproximate average salary by contribution assumption: employee only about $320,600 at 4% or $213,733 at 6%; with 50% employer match about $213,733 at 4% or $142,489 at 6%; with 100% employer match about $160,300 at 4% or $106,867 at 6%.
200512$87,658$32,020$16,010iApproximate average salary by contribution assumption: employee only about $400,250 at 4% or $266,833 at 6%; with 50% employer match about $266,833 at 4% or $177,889 at 6%; with 100% employer match about $200,125 at 4% or $133,417 at 6%.
ASSET PLANNING INC SIMPLIFIED PSP-2$87,658$32,020$16,010iApproximate average salary by contribution assumption: employee only about $400,250 at 4% or $266,833 at 6%; with 50% employer match about $266,833 at 4% or $177,889 at 6%; with 100% employer match about $200,125 at 4% or $133,417 at 6%.
200413$53,168$17,701$5,900iApproximate average salary by contribution assumption: employee only about $147,508 at 4% or $98,339 at 6%; with 50% employer match about $98,339 at 4% or $65,559 at 6%; with 100% employer match about $73,754 at 4% or $49,169 at 6%.
ASSET PLANNING INC SIMPLIFIED PSP-3$53,168$17,701$5,900iApproximate average salary by contribution assumption: employee only about $147,508 at 4% or $98,339 at 6%; with 50% employer match about $98,339 at 4% or $65,559 at 6%; with 100% employer match about $73,754 at 4% or $49,169 at 6%.