Civic Intelligence

Applied Planning Inc

Plan context: Applied Planning Inc. Profit Sharing Plan

EIN 33-0761582 • Corona, CA • 26 filings • 5 plans

11762 DE Palma Road 1C 310Corona, CA 92883
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$584,093

2024 Contributions

$28,103

Historical Graphs

Total Assets Over Time

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

$2,585,938$1,292,969$0199920132024YearValue
$584,093Latest year 2024

Participants Over Time

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

740199920112024YearValue
5Latest year 2024

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
202415$584,093$28,103$5,621iApproximate average salary by contribution assumption: employee only about $140,515 at 4% or $93,677 at 6%; with 50% employer match about $93,677 at 4% or $62,451 at 6%; with 100% employer match about $70,258 at 4% or $46,838 at 6%.
Applied Planning Inc. Profit Sharing Plan-5$584,093$28,103$5,621iApproximate average salary by contribution assumption: employee only about $140,515 at 4% or $93,677 at 6%; with 50% employer match about $93,677 at 4% or $62,451 at 6%; with 100% employer match about $70,258 at 4% or $46,838 at 6%.
202315$1,715,179$41,528$8,306iApproximate average salary by contribution assumption: employee only about $207,640 at 4% or $138,427 at 6%; with 50% employer match about $138,427 at 4% or $92,284 at 6%; with 100% employer match about $103,820 at 4% or $69,213 at 6%.
Applied Planning Inc. Profit Sharing Plan-5$1,715,179$41,528$8,306iApproximate average salary by contribution assumption: employee only about $207,640 at 4% or $138,427 at 6%; with 50% employer match about $138,427 at 4% or $92,284 at 6%; with 100% employer match about $103,820 at 4% or $69,213 at 6%.
202215$1,524,814$38,368$7,674iApproximate average salary by contribution assumption: employee only about $191,840 at 4% or $127,893 at 6%; with 50% employer match about $127,893 at 4% or $85,262 at 6%; with 100% employer match about $95,920 at 4% or $63,947 at 6%.
Applied Planning Inc. Profit Sharing Plan-5$1,524,814$38,368$7,674iApproximate average salary by contribution assumption: employee only about $191,840 at 4% or $127,893 at 6%; with 50% employer match about $127,893 at 4% or $85,262 at 6%; with 100% employer match about $95,920 at 4% or $63,947 at 6%.
202114$1,521,954$45,456$11,364iApproximate average salary by contribution assumption: employee only about $284,100 at 4% or $189,400 at 6%; with 50% employer match about $189,400 at 4% or $126,267 at 6%; with 100% employer match about $142,050 at 4% or $94,700 at 6%.
Applied Planning Inc. Profit Sharing Plan-4$1,521,954$45,456$11,364iApproximate average salary by contribution assumption: employee only about $284,100 at 4% or $189,400 at 6%; with 50% employer match about $189,400 at 4% or $126,267 at 6%; with 100% employer match about $142,050 at 4% or $94,700 at 6%.
202025$2,585,938$110,303$22,061iApproximate average salary by contribution assumption: employee only about $551,515 at 4% or $367,677 at 6%; with 50% employer match about $367,677 at 4% or $245,118 at 6%; with 100% employer match about $275,758 at 4% or $183,838 at 6%.
Applied Planning Inc. Profit Sharing Plan-5$1,493,604$55,583$11,117iApproximate average salary by contribution assumption: employee only about $277,915 at 4% or $185,277 at 6%; with 50% employer match about $185,277 at 4% or $123,518 at 6%; with 100% employer match about $138,958 at 4% or $92,638 at 6%.
Applied Planning Inc. Profit Sharing Plan-4$1,092,334$54,720$13,680iApproximate average salary by contribution assumption: employee only about $342,000 at 4% or $228,000 at 6%; with 50% employer match about $228,000 at 4% or $152,000 at 6%; with 100% employer match about $171,000 at 4% or $114,000 at 6%.
201914$1,332,200$46,683$11,671iApproximate average salary by contribution assumption: employee only about $291,769 at 4% or $194,513 at 6%; with 50% employer match about $194,513 at 4% or $129,675 at 6%; with 100% employer match about $145,884 at 4% or $97,256 at 6%.
Applied Planning Inc. Profit Sharing Plan-4$1,332,200$46,683$11,671iApproximate average salary by contribution assumption: employee only about $291,769 at 4% or $194,513 at 6%; with 50% employer match about $194,513 at 4% or $129,675 at 6%; with 100% employer match about $145,884 at 4% or $97,256 at 6%.
201714$1,092,449$47,643$11,911iApproximate average salary by contribution assumption: employee only about $297,769 at 4% or $198,513 at 6%; with 50% employer match about $198,513 at 4% or $132,342 at 6%; with 100% employer match about $148,884 at 4% or $99,256 at 6%.
Applied Planning Inc. Profit Sharing Plan-4$1,092,449$47,643$11,911iApproximate average salary by contribution assumption: employee only about $297,769 at 4% or $198,513 at 6%; with 50% employer match about $198,513 at 4% or $132,342 at 6%; with 100% employer match about $148,884 at 4% or $99,256 at 6%.
201614$931,147$51,731$12,933iApproximate average salary by contribution assumption: employee only about $323,319 at 4% or $215,546 at 6%; with 50% employer match about $215,546 at 4% or $143,697 at 6%; with 100% employer match about $161,659 at 4% or $107,773 at 6%.
Applied Planning Inc. Profit Sharing Plan-4$931,147$51,731$12,933iApproximate average salary by contribution assumption: employee only about $323,319 at 4% or $215,546 at 6%; with 50% employer match about $215,546 at 4% or $143,697 at 6%; with 100% employer match about $161,659 at 4% or $107,773 at 6%.
201516$930,542$49,580$8,263iApproximate average salary by contribution assumption: employee only about $206,583 at 4% or $137,722 at 6%; with 50% employer match about $137,722 at 4% or $91,815 at 6%; with 100% employer match about $103,292 at 4% or $68,861 at 6%.
Applied Planning Inc. Profit Sharing Plan-6$930,542$49,580$8,263iApproximate average salary by contribution assumption: employee only about $206,583 at 4% or $137,722 at 6%; with 50% employer match about $137,722 at 4% or $91,815 at 6%; with 100% employer match about $103,292 at 4% or $68,861 at 6%.
201416$917,620$46,779$7,797iApproximate average salary by contribution assumption: employee only about $194,913 at 4% or $129,942 at 6%; with 50% employer match about $129,942 at 4% or $86,628 at 6%; with 100% employer match about $97,456 at 4% or $64,971 at 6%.
Applied Planning Inc. Profit Sharing Plan-6$917,620$46,779$7,797iApproximate average salary by contribution assumption: employee only about $194,913 at 4% or $129,942 at 6%; with 50% employer match about $129,942 at 4% or $86,628 at 6%; with 100% employer match about $97,456 at 4% or $64,971 at 6%.
201317$855,061$31,863$4,552iApproximate average salary by contribution assumption: employee only about $113,796 at 4% or $75,864 at 6%; with 50% employer match about $75,864 at 4% or $50,576 at 6%; with 100% employer match about $56,898 at 4% or $37,932 at 6%.
Applied Planning Inc. Profit Sharing Plan-7$855,061$31,863$4,552iApproximate average salary by contribution assumption: employee only about $113,796 at 4% or $75,864 at 6%; with 50% employer match about $75,864 at 4% or $50,576 at 6%; with 100% employer match about $56,898 at 4% or $37,932 at 6%.
201215$676,130$20,720$4,144iApproximate average salary by contribution assumption: employee only about $103,600 at 4% or $69,067 at 6%; with 50% employer match about $69,067 at 4% or $46,044 at 6%; with 100% employer match about $51,800 at 4% or $34,533 at 6%.
Applied Planning Inc. Profit Sharing Plan-5$676,130$20,720$4,144iApproximate average salary by contribution assumption: employee only about $103,600 at 4% or $69,067 at 6%; with 50% employer match about $69,067 at 4% or $46,044 at 6%; with 100% employer match about $51,800 at 4% or $34,533 at 6%.
201115$615,028$15,348$3,070iApproximate average salary by contribution assumption: employee only about $76,740 at 4% or $51,160 at 6%; with 50% employer match about $51,160 at 4% or $34,107 at 6%; with 100% employer match about $38,370 at 4% or $25,580 at 6%.
Applied Planning Inc. Profit Sharing Plan-5$615,028$15,348$3,070iApproximate average salary by contribution assumption: employee only about $76,740 at 4% or $51,160 at 6%; with 50% employer match about $51,160 at 4% or $34,107 at 6%; with 100% employer match about $38,370 at 4% or $25,580 at 6%.
201015$608,207$16,050$3,210iApproximate average salary by contribution assumption: employee only about $80,250 at 4% or $53,500 at 6%; with 50% employer match about $53,500 at 4% or $35,667 at 6%; with 100% employer match about $40,125 at 4% or $26,750 at 6%.
Applied Planning Inc. Profit Sharing Plan-5$608,207$16,050$3,210iApproximate average salary by contribution assumption: employee only about $80,250 at 4% or $53,500 at 6%; with 50% employer match about $53,500 at 4% or $35,667 at 6%; with 100% employer match about $40,125 at 4% or $26,750 at 6%.
200915$527,556$31,842$6,368iApproximate average salary by contribution assumption: employee only about $159,210 at 4% or $106,140 at 6%; with 50% employer match about $106,140 at 4% or $70,760 at 6%; with 100% employer match about $79,605 at 4% or $53,070 at 6%.
Applied Planning Inc. Profit Sharing Plan-5$527,556$31,842$6,368iApproximate average salary by contribution assumption: employee only about $159,210 at 4% or $106,140 at 6%; with 50% employer match about $106,140 at 4% or $70,760 at 6%; with 100% employer match about $79,605 at 4% or $53,070 at 6%.
200815$0$0-
Applied Planning Inc. Profit Sharing Plan-5---
200715$0$0-
Applied Planning Inc. Profit Sharing Plan-5---
200614$376,246$54,417$13,604iApproximate average salary by contribution assumption: employee only about $340,106 at 4% or $226,738 at 6%; with 50% employer match about $226,738 at 4% or $151,158 at 6%; with 100% employer match about $170,053 at 4% or $113,369 at 6%.
Applied Planning Inc. Profit Sharing Plan-4$376,246$54,417$13,604iApproximate average salary by contribution assumption: employee only about $340,106 at 4% or $226,738 at 6%; with 50% employer match about $226,738 at 4% or $151,158 at 6%; with 100% employer match about $170,053 at 4% or $113,369 at 6%.
200514$290,644$52,154$13,039iApproximate average salary by contribution assumption: employee only about $325,963 at 4% or $217,308 at 6%; with 50% employer match about $217,308 at 4% or $144,872 at 6%; with 100% employer match about $162,981 at 4% or $108,654 at 6%.
Applied Planning Inc. Profit Sharing Plan-4$290,644$52,154$13,039iApproximate average salary by contribution assumption: employee only about $325,963 at 4% or $217,308 at 6%; with 50% employer match about $217,308 at 4% or $144,872 at 6%; with 100% employer match about $162,981 at 4% or $108,654 at 6%.
200415$190,977$50,402$10,080iApproximate average salary by contribution assumption: employee only about $252,010 at 4% or $168,007 at 6%; with 50% employer match about $168,007 at 4% or $112,004 at 6%; with 100% employer match about $126,005 at 4% or $84,003 at 6%.
Applied Planning Inc. Profit Sharing Plan-5$190,977$50,402$10,080iApproximate average salary by contribution assumption: employee only about $252,010 at 4% or $168,007 at 6%; with 50% employer match about $168,007 at 4% or $112,004 at 6%; with 100% employer match about $126,005 at 4% or $84,003 at 6%.
200315$111,076$42,226$8,445iApproximate average salary by contribution assumption: employee only about $211,130 at 4% or $140,753 at 6%; with 50% employer match about $140,753 at 4% or $93,836 at 6%; with 100% employer match about $105,565 at 4% or $70,377 at 6%.
Applied Planning Inc. Profit Sharing Plan-5$111,076$42,226$8,445iApproximate average salary by contribution assumption: employee only about $211,130 at 4% or $140,753 at 6%; with 50% employer match about $140,753 at 4% or $93,836 at 6%; with 100% employer match about $105,565 at 4% or $70,377 at 6%.
200215$0$0-
Applied Planning Inc. Profit Sharing Plan-5---
200115$57,635$41,440$8,288iApproximate average salary by contribution assumption: employee only about $207,200 at 4% or $138,133 at 6%; with 50% employer match about $138,133 at 4% or $92,089 at 6%; with 100% employer match about $103,600 at 4% or $69,067 at 6%.
Applied Planning Inc. Profit Sharing Plan-5$57,635$41,440$8,288iApproximate average salary by contribution assumption: employee only about $207,200 at 4% or $138,133 at 6%; with 50% employer match about $138,133 at 4% or $92,089 at 6%; with 100% employer match about $103,600 at 4% or $69,067 at 6%.
200014$19,805$21,889$5,472iApproximate average salary by contribution assumption: employee only about $136,806 at 4% or $91,204 at 6%; with 50% employer match about $91,204 at 4% or $60,803 at 6%; with 100% employer match about $68,403 at 4% or $45,602 at 6%.
Applied Planning Inc. Profit Sharing Plan-4$19,805$21,889$5,472iApproximate average salary by contribution assumption: employee only about $136,806 at 4% or $91,204 at 6%; with 50% employer match about $91,204 at 4% or $60,803 at 6%; with 100% employer match about $68,403 at 4% or $45,602 at 6%.
199914$34,715$15,313$3,828iApproximate average salary by contribution assumption: employee only about $95,706 at 4% or $63,804 at 6%; with 50% employer match about $63,804 at 4% or $42,536 at 6%; with 100% employer match about $47,853 at 4% or $31,902 at 6%.
Applied Planning Inc Money Purchase Plan-4$34,715$15,313$3,828iApproximate average salary by contribution assumption: employee only about $95,706 at 4% or $63,804 at 6%; with 50% employer match about $63,804 at 4% or $42,536 at 6%; with 100% employer match about $47,853 at 4% or $31,902 at 6%.