Templeton Planning Group
Plan context: Templeton Planning Group Money Purchase Pension Plan
EIN 33-0529037 • Corona Del Mar, CA • 27 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,100,100
2024 Contributions
$25,350
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $1,100,100 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 3 | $1,100,100 | $0 | - |
| 2023 | 2 | 4 | $2,111,314 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 4 | $1,133,190 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 4 | $978,124 | $0 | - |
| 2022 | 1 | 4 | $1,021,584 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 4 | $1,021,584 | $0 | - |
| 2021 | 1 | 4 | $1,366,592 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 4 | $1,366,592 | $0 | - |
| 2018 | 1 | 4 | $979,104 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 4 | $979,104 | $0 | - |
| 2017 | 1 | 4 | $1,196,049 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 4 | $1,196,049 | $0 | - |
| 2016 | 1 | 4 | $1,024,840 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 4 | $1,024,840 | $0 | - |
| 2015 | 1 | 3 | $931,867 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 3 | $931,867 | $0 | - |
| 2014 | 1 | 3 | $0 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 3 | $0 | $0 | - |
| 2013 | 1 | 4 | $872,296 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 4 | $872,296 | $0 | - |
| 2012 | 1 | 4 | $672,693 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 4 | $672,693 | $0 | - |
| 2011 | 1 | 5 | $580,054 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 5 | $580,054 | $0 | - |
| 2010 | 1 | 5 | $659,563 | -$6,830 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 5 | $659,563 | -$6,830 | - |
| 2009 | 1 | 5 | $579,138 | $25,350 | $5,070iApproximate average salary by contribution assumption: employee only about $126,750 at 4% or $84,500 at 6%; with 50% employer match about $84,500 at 4% or $56,333 at 6%; with 100% employer match about $63,375 at 4% or $42,250 at 6%. |
| Templeton Planning Group Money Purchase Pension Plan | - | 5 | $579,138 | $25,350 | $5,070iApproximate average salary by contribution assumption: employee only about $126,750 at 4% or $84,500 at 6%; with 50% employer match about $84,500 at 4% or $56,333 at 6%; with 100% employer match about $63,375 at 4% or $42,250 at 6%. |
| 2008 | 1 | 6 | $541,859 | $98,993 | $16,499iApproximate average salary by contribution assumption: employee only about $412,471 at 4% or $274,981 at 6%; with 50% employer match about $274,981 at 4% or $183,320 at 6%; with 100% employer match about $206,235 at 4% or $137,490 at 6%. |
| Templeton Planning Group Money Purchase Pension Plan | - | 6 | $541,859 | $98,993 | $16,499iApproximate average salary by contribution assumption: employee only about $412,471 at 4% or $274,981 at 6%; with 50% employer match about $274,981 at 4% or $183,320 at 6%; with 100% employer match about $206,235 at 4% or $137,490 at 6%. |
| 2007 | 1 | 5 | $902,208 | $87,774 | $17,555iApproximate average salary by contribution assumption: employee only about $438,870 at 4% or $292,580 at 6%; with 50% employer match about $292,580 at 4% or $195,053 at 6%; with 100% employer match about $219,435 at 4% or $146,290 at 6%. |
| Templeton Planning Group Money Purchase Pension Plan | - | 5 | $902,208 | $87,774 | $17,555iApproximate average salary by contribution assumption: employee only about $438,870 at 4% or $292,580 at 6%; with 50% employer match about $292,580 at 4% or $195,053 at 6%; with 100% employer match about $219,435 at 4% or $146,290 at 6%. |
| 2006 | 1 | 4 | $791,148 | $82,756 | $20,689iApproximate average salary by contribution assumption: employee only about $517,225 at 4% or $344,817 at 6%; with 50% employer match about $344,817 at 4% or $229,878 at 6%; with 100% employer match about $258,613 at 4% or $172,408 at 6%. |
| Templeton Planning Group Money Purchase Pension Plan | - | 4 | $791,148 | $82,756 | $20,689iApproximate average salary by contribution assumption: employee only about $517,225 at 4% or $344,817 at 6%; with 50% employer match about $344,817 at 4% or $229,878 at 6%; with 100% employer match about $258,613 at 4% or $172,408 at 6%. |
| 2005 | 1 | 4 | $637,786 | $65,699 | $16,425iApproximate average salary by contribution assumption: employee only about $410,619 at 4% or $273,746 at 6%; with 50% employer match about $273,746 at 4% or $182,497 at 6%; with 100% employer match about $205,309 at 4% or $136,873 at 6%. |
| Templeton Planning Group Money Purchase Pension Plan | - | 4 | $637,786 | $65,699 | $16,425iApproximate average salary by contribution assumption: employee only about $410,619 at 4% or $273,746 at 6%; with 50% employer match about $273,746 at 4% or $182,497 at 6%; with 100% employer match about $205,309 at 4% or $136,873 at 6%. |
| 2003 | 1 | 3 | $431,974 | $0 | - |
| Templeton Planning Group Profit Sharing Plan | - | 3 | $431,974 | - | - |
| 2002 | 2 | 5 | $344,093 | $53,537 | $10,707iApproximate average salary by contribution assumption: employee only about $267,685 at 4% or $178,457 at 6%; with 50% employer match about $178,457 at 4% or $118,971 at 6%; with 100% employer match about $133,843 at 4% or $89,228 at 6%. |
| Templeton Planning Group Profit Sharing Plan | - | 5 | $344,093 | $53,537 | $10,707iApproximate average salary by contribution assumption: employee only about $267,685 at 4% or $178,457 at 6%; with 50% employer match about $178,457 at 4% or $118,971 at 6%; with 100% employer match about $133,843 at 4% or $89,228 at 6%. |
| Templeton Planning Group Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Templeton Planning Group Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 2 | 4 | $334,219 | $0 | - |
| Templeton Planning Group Money Purchase Pension Plan | - | 4 | $334,219 | - | - |
| Templeton Planning Group Profit Sharing Plan | - | 3 | - | - | - |
| 1999 | 2 | 3 | $395,977 | $43,066 | $14,355iApproximate average salary by contribution assumption: employee only about $358,883 at 4% or $239,256 at 6%; with 50% employer match about $239,256 at 4% or $159,504 at 6%; with 100% employer match about $179,442 at 4% or $119,628 at 6%. |
| Templeton Planning Group Money Purchase Pension Plan | - | 3 | $381,361 | $28,450 | $9,483iApproximate average salary by contribution assumption: employee only about $237,083 at 4% or $158,056 at 6%; with 50% employer match about $158,056 at 4% or $105,370 at 6%; with 100% employer match about $118,542 at 4% or $79,028 at 6%. |
| Templeton Planning Group Profit Sharing Plan | - | 3 | $14,616 | $14,616 | $4,872iApproximate average salary by contribution assumption: employee only about $121,800 at 4% or $81,200 at 6%; with 50% employer match about $81,200 at 4% or $54,133 at 6%; with 100% employer match about $60,900 at 4% or $40,600 at 6%. |