Civic Intelligence

Financial Designs Planning Inc.

Plan context: Financial Designs Planning Inc. 401(K) Plan

EIN 33-0725615 • San Diego, CA • 26 filings • 4 plans

5075 Shoreham Place, Suite 200San Diego, CA 92122-5964
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$917,599

2020 Contributions

$53,045

Historical Graphs

Total Assets Over Time

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

$2,702,975$1,351,488$0200720132019YearValue
$917,599Latest year 2019

Participants Over Time

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

320200720132019YearValue
2Latest year 2019

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
202010$0$0-
Financial Designs Planning Inc. 401(K) Plan-0$0$0-
201922$917,599$53,045$26,523iApproximate average salary by contribution assumption: employee only about $663,063 at 4% or $442,042 at 6%; with 50% employer match about $442,042 at 4% or $294,694 at 6%; with 100% employer match about $331,531 at 4% or $221,021 at 6%.
Financial Designs Planning Inc. 401(K) Plan-2$917,599$53,045$26,523iApproximate average salary by contribution assumption: employee only about $663,063 at 4% or $442,042 at 6%; with 50% employer match about $442,042 at 4% or $294,694 at 6%; with 100% employer match about $331,531 at 4% or $221,021 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
201823$2,257,372$103,938$34,646iApproximate average salary by contribution assumption: employee only about $866,150 at 4% or $577,433 at 6%; with 50% employer match about $577,433 at 4% or $384,956 at 6%; with 100% employer match about $433,075 at 4% or $288,717 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-1$1,487,330$0-
Financial Designs Planning Inc. 401(K) Plan-3$770,042$103,938$34,646iApproximate average salary by contribution assumption: employee only about $866,150 at 4% or $577,433 at 6%; with 50% employer match about $577,433 at 4% or $384,956 at 6%; with 100% employer match about $433,075 at 4% or $288,717 at 6%.
201723$2,370,436$58,802$19,601iApproximate average salary by contribution assumption: employee only about $490,017 at 4% or $326,678 at 6%; with 50% employer match about $326,678 at 4% or $217,785 at 6%; with 100% employer match about $245,008 at 4% or $163,339 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-1$1,690,910$0-
Financial Designs Planning Inc. 401(K) Plan-3$679,526$58,802$19,601iApproximate average salary by contribution assumption: employee only about $490,017 at 4% or $326,678 at 6%; with 50% employer match about $326,678 at 4% or $217,785 at 6%; with 100% employer match about $245,008 at 4% or $163,339 at 6%.
201623$1,916,693$133,185$44,395iApproximate average salary by contribution assumption: employee only about $1,109,875 at 4% or $739,917 at 6%; with 50% employer match about $739,917 at 4% or $493,278 at 6%; with 100% employer match about $554,938 at 4% or $369,958 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-1$1,422,199$70,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Financial Designs Planning Inc. 401(K) Plan-3$494,494$63,185$21,062iApproximate average salary by contribution assumption: employee only about $526,542 at 4% or $351,028 at 6%; with 50% employer match about $351,028 at 4% or $234,019 at 6%; with 100% employer match about $263,271 at 4% or $175,514 at 6%.
201522$1,626,261$159,410$79,705iApproximate average salary by contribution assumption: employee only about $1,992,625 at 4% or $1,328,417 at 6%; with 50% employer match about $1,328,417 at 4% or $885,611 at 6%; with 100% employer match about $996,313 at 4% or $664,208 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-2$1,233,471$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Financial Designs Planning Inc. 401(K) Plan-2$392,790$59,410$29,705iApproximate average salary by contribution assumption: employee only about $742,625 at 4% or $495,083 at 6%; with 50% employer match about $495,083 at 4% or $330,056 at 6%; with 100% employer match about $371,313 at 4% or $247,542 at 6%.
201422$2,702,975$152,771$76,386iApproximate average salary by contribution assumption: employee only about $1,909,638 at 4% or $1,273,092 at 6%; with 50% employer match about $1,273,092 at 4% or $848,728 at 6%; with 100% employer match about $954,819 at 4% or $636,546 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-2$2,329,072$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Financial Designs Planning Inc. 401(K) Plan-2$373,903$52,771$26,386iApproximate average salary by contribution assumption: employee only about $659,638 at 4% or $439,758 at 6%; with 50% employer match about $439,758 at 4% or $293,172 at 6%; with 100% employer match about $329,819 at 4% or $219,879 at 6%.
201323$2,506,646$227,262$75,754iApproximate average salary by contribution assumption: employee only about $1,893,850 at 4% or $1,262,567 at 6%; with 50% employer match about $1,262,567 at 4% or $841,711 at 6%; with 100% employer match about $946,925 at 4% or $631,283 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-2$2,158,779$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Financial Designs Planning Inc. 401(K) Plan-3$347,867$47,262$15,754iApproximate average salary by contribution assumption: employee only about $393,850 at 4% or $262,567 at 6%; with 50% employer match about $262,567 at 4% or $175,044 at 6%; with 100% employer match about $196,925 at 4% or $131,283 at 6%.
201223$2,057,295$196,109$65,370iApproximate average salary by contribution assumption: employee only about $1,634,242 at 4% or $1,089,494 at 6%; with 50% employer match about $1,089,494 at 4% or $726,330 at 6%; with 100% employer match about $817,121 at 4% or $544,747 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-2$1,805,495$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Financial Designs Planning Inc. 401(K) Plan-3$251,800$46,109$15,370iApproximate average salary by contribution assumption: employee only about $384,242 at 4% or $256,161 at 6%; with 50% employer match about $256,161 at 4% or $170,774 at 6%; with 100% employer match about $192,121 at 4% or $128,081 at 6%.
201123$1,708,429$94,906$31,635iApproximate average salary by contribution assumption: employee only about $790,883 at 4% or $527,256 at 6%; with 50% employer match about $527,256 at 4% or $351,504 at 6%; with 100% employer match about $395,442 at 4% or $263,628 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-2$1,478,692$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Financial Designs Planning Inc. 401(K) Plan-3$229,737$44,906$14,969iApproximate average salary by contribution assumption: employee only about $374,217 at 4% or $249,478 at 6%; with 50% employer match about $249,478 at 4% or $166,319 at 6%; with 100% employer match about $187,108 at 4% or $124,739 at 6%.
201022$1,580,484$213,862$106,931iApproximate average salary by contribution assumption: employee only about $2,673,275 at 4% or $1,782,183 at 6%; with 50% employer match about $1,782,183 at 4% or $1,188,122 at 6%; with 100% employer match about $1,336,638 at 4% or $891,092 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-2$1,407,508$169,862$84,931iApproximate average salary by contribution assumption: employee only about $2,123,275 at 4% or $1,415,517 at 6%; with 50% employer match about $1,415,517 at 4% or $943,678 at 6%; with 100% employer match about $1,061,638 at 4% or $707,758 at 6%.
Financial Designs Planning Inc. 401(K) Plan-2$172,976$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200923$1,472,266$142,586$47,529iApproximate average salary by contribution assumption: employee only about $1,188,217 at 4% or $792,144 at 6%; with 50% employer match about $792,144 at 4% or $528,096 at 6%; with 100% employer match about $594,108 at 4% or $396,072 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-3$1,190,515$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Financial Designs Planning Inc. 401(K) Plan-2$281,751$42,586$21,293iApproximate average salary by contribution assumption: employee only about $532,325 at 4% or $354,883 at 6%; with 50% employer match about $354,883 at 4% or $236,589 at 6%; with 100% employer match about $266,163 at 4% or $177,442 at 6%.
200813$1,096,395$234,500$78,167iApproximate average salary by contribution assumption: employee only about $1,954,167 at 4% or $1,302,778 at 6%; with 50% employer match about $1,302,778 at 4% or $868,519 at 6%; with 100% employer match about $977,083 at 4% or $651,389 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-3$1,096,395$234,500$78,167iApproximate average salary by contribution assumption: employee only about $1,954,167 at 4% or $1,302,778 at 6%; with 50% employer match about $1,302,778 at 4% or $868,519 at 6%; with 100% employer match about $977,083 at 4% or $651,389 at 6%.
200723$109,694$21,352$7,117iApproximate average salary by contribution assumption: employee only about $177,933 at 4% or $118,622 at 6%; with 50% employer match about $118,622 at 4% or $79,081 at 6%; with 100% employer match about $88,967 at 4% or $59,311 at 6%.
Financial Designs Planning Inc. 401(K) Plan-2$109,694$21,352$10,676iApproximate average salary by contribution assumption: employee only about $266,900 at 4% or $177,933 at 6%; with 50% employer match about $177,933 at 4% or $118,622 at 6%; with 100% employer match about $133,450 at 4% or $88,967 at 6%.
FINANCIAL DESIGNS PLANNING, INC. DEFINED BENEFIT PENSION PLAN-3---