Keystone Financial Planning Inc.
Plan context: Keystone Financial Planning Inc. Profit Sharing Plan
EIN 34-1521921 • Westlake, OH • 46 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$8,044,805
2024 Contributions
$170,555
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 | 5 | $8,044,805 | $170,555 | $34,111iApproximate average salary by contribution assumption: employee only about $852,775 at 4% or $568,517 at 6%; with 50% employer match about $568,517 at 4% or $379,011 at 6%; with 100% employer match about $426,388 at 4% or $284,258 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 5 | $8,044,805 | $170,555 | $34,111iApproximate average salary by contribution assumption: employee only about $852,775 at 4% or $568,517 at 6%; with 50% employer match about $568,517 at 4% or $379,011 at 6%; with 100% employer match about $426,388 at 4% or $284,258 at 6%. |
| 2023 | 1 | 6 | $7,090,132 | $188,051 | $31,342iApproximate average salary by contribution assumption: employee only about $783,546 at 4% or $522,364 at 6%; with 50% employer match about $522,364 at 4% or $348,243 at 6%; with 100% employer match about $391,773 at 4% or $261,182 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 6 | $7,090,132 | $188,051 | $31,342iApproximate average salary by contribution assumption: employee only about $783,546 at 4% or $522,364 at 6%; with 50% employer match about $522,364 at 4% or $348,243 at 6%; with 100% employer match about $391,773 at 4% or $261,182 at 6%. |
| 2022 | 1 | 6 | $6,768,559 | $206,790 | $34,465iApproximate average salary by contribution assumption: employee only about $861,625 at 4% or $574,417 at 6%; with 50% employer match about $574,417 at 4% or $382,944 at 6%; with 100% employer match about $430,813 at 4% or $287,208 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 6 | $6,768,559 | $206,790 | $34,465iApproximate average salary by contribution assumption: employee only about $861,625 at 4% or $574,417 at 6%; with 50% employer match about $574,417 at 4% or $382,944 at 6%; with 100% employer match about $430,813 at 4% or $287,208 at 6%. |
| 2021 | 1 | 5 | $6,111,498 | $187,790 | $37,558iApproximate average salary by contribution assumption: employee only about $938,950 at 4% or $625,967 at 6%; with 50% employer match about $625,967 at 4% or $417,311 at 6%; with 100% employer match about $469,475 at 4% or $312,983 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 5 | $6,111,498 | $187,790 | $37,558iApproximate average salary by contribution assumption: employee only about $938,950 at 4% or $625,967 at 6%; with 50% employer match about $625,967 at 4% or $417,311 at 6%; with 100% employer match about $469,475 at 4% or $312,983 at 6%. |
| 2020 | 1 | 5 | $4,743,969 | $222,182 | $44,436iApproximate average salary by contribution assumption: employee only about $1,110,910 at 4% or $740,607 at 6%; with 50% employer match about $740,607 at 4% or $493,738 at 6%; with 100% employer match about $555,455 at 4% or $370,303 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 5 | $4,743,969 | $222,182 | $44,436iApproximate average salary by contribution assumption: employee only about $1,110,910 at 4% or $740,607 at 6%; with 50% employer match about $740,607 at 4% or $493,738 at 6%; with 100% employer match about $555,455 at 4% or $370,303 at 6%. |
| 2019 | 1 | 5 | $4,566,180 | $144,249 | $28,850iApproximate average salary by contribution assumption: employee only about $721,245 at 4% or $480,830 at 6%; with 50% employer match about $480,830 at 4% or $320,553 at 6%; with 100% employer match about $360,623 at 4% or $240,415 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 5 | $4,566,180 | $144,249 | $28,850iApproximate average salary by contribution assumption: employee only about $721,245 at 4% or $480,830 at 6%; with 50% employer match about $480,830 at 4% or $320,553 at 6%; with 100% employer match about $360,623 at 4% or $240,415 at 6%. |
| 2018 | 1 | 6 | $3,566,776 | $142,250 | $23,708iApproximate average salary by contribution assumption: employee only about $592,708 at 4% or $395,139 at 6%; with 50% employer match about $395,139 at 4% or $263,426 at 6%; with 100% employer match about $296,354 at 4% or $197,569 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 6 | $3,566,776 | $142,250 | $23,708iApproximate average salary by contribution assumption: employee only about $592,708 at 4% or $395,139 at 6%; with 50% employer match about $395,139 at 4% or $263,426 at 6%; with 100% employer match about $296,354 at 4% or $197,569 at 6%. |
| 2017 | 1 | 5 | $3,739,107 | $140,128 | $28,026iApproximate average salary by contribution assumption: employee only about $700,640 at 4% or $467,093 at 6%; with 50% employer match about $467,093 at 4% or $311,396 at 6%; with 100% employer match about $350,320 at 4% or $233,547 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 5 | $3,739,107 | $140,128 | $28,026iApproximate average salary by contribution assumption: employee only about $700,640 at 4% or $467,093 at 6%; with 50% employer match about $467,093 at 4% or $311,396 at 6%; with 100% employer match about $350,320 at 4% or $233,547 at 6%. |
| 2016 | 2 | 5 | $2,959,431 | $1,104,081 | $220,816iApproximate average salary by contribution assumption: employee only about $5,520,405 at 4% or $3,680,270 at 6%; with 50% employer match about $3,680,270 at 4% or $2,453,513 at 6%; with 100% employer match about $2,760,203 at 4% or $1,840,135 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 5 | $2,959,431 | $1,104,081 | $220,816iApproximate average salary by contribution assumption: employee only about $5,520,405 at 4% or $3,680,270 at 6%; with 50% employer match about $3,680,270 at 4% or $2,453,513 at 6%; with 100% employer match about $2,760,203 at 4% or $1,840,135 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2015 | 2 | 5 | $2,997,451 | $105,334 | $21,067iApproximate average salary by contribution assumption: employee only about $526,670 at 4% or $351,113 at 6%; with 50% employer match about $351,113 at 4% or $234,076 at 6%; with 100% employer match about $263,335 at 4% or $175,557 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 5 | $1,509,253 | $105,334 | $21,067iApproximate average salary by contribution assumption: employee only about $526,670 at 4% or $351,113 at 6%; with 50% employer match about $351,113 at 4% or $234,076 at 6%; with 100% employer match about $263,335 at 4% or $175,557 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 3 | $1,488,198 | $0 | - |
| 2014 | 2 | 5 | $3,415,804 | $253,232 | $50,646iApproximate average salary by contribution assumption: employee only about $1,266,160 at 4% or $844,107 at 6%; with 50% employer match about $844,107 at 4% or $562,738 at 6%; with 100% employer match about $633,080 at 4% or $422,053 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 5 | $1,939,276 | $168,232 | $33,646iApproximate average salary by contribution assumption: employee only about $841,160 at 4% or $560,773 at 6%; with 50% employer match about $560,773 at 4% or $373,849 at 6%; with 100% employer match about $420,580 at 4% or $280,387 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 3 | $1,476,528 | $85,000 | $28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%. |
| 2013 | 2 | 4 | $2,780,477 | $163,569 | $40,892iApproximate average salary by contribution assumption: employee only about $1,022,306 at 4% or $681,538 at 6%; with 50% employer match about $681,538 at 4% or $454,358 at 6%; with 100% employer match about $511,153 at 4% or $340,769 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 4 | $1,554,303 | $98,343 | $24,586iApproximate average salary by contribution assumption: employee only about $614,644 at 4% or $409,763 at 6%; with 50% employer match about $409,763 at 4% or $273,175 at 6%; with 100% employer match about $307,322 at 4% or $204,881 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 3 | $1,226,174 | $65,226 | $21,742iApproximate average salary by contribution assumption: employee only about $543,550 at 4% or $362,367 at 6%; with 50% employer match about $362,367 at 4% or $241,578 at 6%; with 100% employer match about $271,775 at 4% or $181,183 at 6%. |
| 2012 | 2 | 4 | $1,963,748 | $156,211 | $39,053iApproximate average salary by contribution assumption: employee only about $976,319 at 4% or $650,879 at 6%; with 50% employer match about $650,879 at 4% or $433,919 at 6%; with 100% employer match about $488,159 at 4% or $325,440 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 4 | $1,102,649 | $112,537 | $28,134iApproximate average salary by contribution assumption: employee only about $703,356 at 4% or $468,904 at 6%; with 50% employer match about $468,904 at 4% or $312,603 at 6%; with 100% employer match about $351,678 at 4% or $234,452 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 3 | $861,099 | $43,674 | $14,558iApproximate average salary by contribution assumption: employee only about $363,950 at 4% or $242,633 at 6%; with 50% employer match about $242,633 at 4% or $161,756 at 6%; with 100% employer match about $181,975 at 4% or $121,317 at 6%. |
| 2011 | 2 | 4 | $1,620,425 | $105,231 | $26,308iApproximate average salary by contribution assumption: employee only about $657,694 at 4% or $438,463 at 6%; with 50% employer match about $438,463 at 4% or $292,308 at 6%; with 100% employer match about $328,847 at 4% or $219,231 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 4 | $872,902 | $75,231 | $18,808iApproximate average salary by contribution assumption: employee only about $470,194 at 4% or $313,463 at 6%; with 50% employer match about $313,463 at 4% or $208,975 at 6%; with 100% employer match about $235,097 at 4% or $156,731 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 4 | $747,523 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2010 | 2 | 4 | $1,369,953 | $108,044 | $27,011iApproximate average salary by contribution assumption: employee only about $675,275 at 4% or $450,183 at 6%; with 50% employer match about $450,183 at 4% or $300,122 at 6%; with 100% employer match about $337,638 at 4% or $225,092 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 4 | $725,087 | $78,044 | $19,511iApproximate average salary by contribution assumption: employee only about $487,775 at 4% or $325,183 at 6%; with 50% employer match about $325,183 at 4% or $216,789 at 6%; with 100% employer match about $243,888 at 4% or $162,592 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 4 | $644,866 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2009 | 2 | 4 | $1,158,385 | $151,645 | $37,911iApproximate average salary by contribution assumption: employee only about $947,781 at 4% or $631,854 at 6%; with 50% employer match about $631,854 at 4% or $421,236 at 6%; with 100% employer match about $473,891 at 4% or $315,927 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 4 | $595,798 | $126,645 | $31,661iApproximate average salary by contribution assumption: employee only about $791,531 at 4% or $527,688 at 6%; with 50% employer match about $527,688 at 4% or $351,792 at 6%; with 100% employer match about $395,766 at 4% or $263,844 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 4 | $562,587 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2008 | 2 | 5 | $809,811 | $83,858 | $16,772iApproximate average salary by contribution assumption: employee only about $419,290 at 4% or $279,527 at 6%; with 50% employer match about $279,527 at 4% or $186,351 at 6%; with 100% employer match about $209,645 at 4% or $139,763 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 3 | $425,496 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 5 | $384,315 | $33,858 | $6,772iApproximate average salary by contribution assumption: employee only about $169,290 at 4% or $112,860 at 6%; with 50% employer match about $112,860 at 4% or $75,240 at 6%; with 100% employer match about $84,645 at 4% or $56,430 at 6%. |
| 2007 | 2 | 5 | $0 | $0 | - |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 2 | 5 | $1,128,124 | $115,141 | $23,028iApproximate average salary by contribution assumption: employee only about $575,705 at 4% or $383,803 at 6%; with 50% employer match about $383,803 at 4% or $255,869 at 6%; with 100% employer match about $287,853 at 4% or $191,902 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 3 | $572,380 | $9,429 | $3,143iApproximate average salary by contribution assumption: employee only about $78,575 at 4% or $52,383 at 6%; with 50% employer match about $52,383 at 4% or $34,922 at 6%; with 100% employer match about $39,288 at 4% or $26,192 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 5 | $555,744 | $105,712 | $21,142iApproximate average salary by contribution assumption: employee only about $528,560 at 4% or $352,373 at 6%; with 50% employer match about $352,373 at 4% or $234,916 at 6%; with 100% employer match about $264,280 at 4% or $176,187 at 6%. |
| 2005 | 2 | 4 | $841,616 | $73,489 | $18,372iApproximate average salary by contribution assumption: employee only about $459,306 at 4% or $306,204 at 6%; with 50% employer match about $306,204 at 4% or $204,136 at 6%; with 100% employer match about $229,653 at 4% or $153,102 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 4 | $466,755 | $5,638 | $1,410iApproximate average salary by contribution assumption: employee only about $35,238 at 4% or $23,492 at 6%; with 50% employer match about $23,492 at 4% or $15,661 at 6%; with 100% employer match about $17,619 at 4% or $11,746 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 4 | $374,861 | $67,851 | $16,963iApproximate average salary by contribution assumption: employee only about $424,069 at 4% or $282,713 at 6%; with 50% employer match about $282,713 at 4% or $188,475 at 6%; with 100% employer match about $212,034 at 4% or $141,356 at 6%. |
| 2004 | 1 | 4 | $282,311 | $83,731 | $20,933iApproximate average salary by contribution assumption: employee only about $523,319 at 4% or $348,879 at 6%; with 50% employer match about $348,879 at 4% or $232,586 at 6%; with 100% employer match about $261,659 at 4% or $174,440 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 4 | $282,311 | $83,731 | $20,933iApproximate average salary by contribution assumption: employee only about $523,319 at 4% or $348,879 at 6%; with 50% employer match about $348,879 at 4% or $232,586 at 6%; with 100% employer match about $261,659 at 4% or $174,440 at 6%. |
| 2003 | 2 | 4 | $590,324 | $69,553 | $17,388iApproximate average salary by contribution assumption: employee only about $434,706 at 4% or $289,804 at 6%; with 50% employer match about $289,804 at 4% or $193,203 at 6%; with 100% employer match about $217,353 at 4% or $144,902 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 4 | $410,341 | $16,625 | $4,156iApproximate average salary by contribution assumption: employee only about $103,906 at 4% or $69,271 at 6%; with 50% employer match about $69,271 at 4% or $46,181 at 6%; with 100% employer match about $51,953 at 4% or $34,635 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 4 | $179,983 | $52,928 | $13,232iApproximate average salary by contribution assumption: employee only about $330,800 at 4% or $220,533 at 6%; with 50% employer match about $220,533 at 4% or $147,022 at 6%; with 100% employer match about $165,400 at 4% or $110,267 at 6%. |
| 2002 | 2 | 4 | $282,851 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 4 | $282,851 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2001 | 3 | 4 | $61,556 | $0 | - |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 4 | $61,556 | - | - |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| Keystone Financial Planning Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 3 | 4 | $0 | $0 | - |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 4 | - | - | - |
| Keystone Financial Planning Inc. Money Purchase Pension Plan | - | 4 | - | - | - |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 1999 | 3 | 5 | $550,165 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Keystone Financial Planning Inc. Defined Benefit Pension Plan | - | 5 | $296,856 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Keystone Financial Planning Inc. Money Purchase Pension Plan | - | 5 | $165,519 | - | - |
| Keystone Financial Planning Inc. Profit Sharing Plan | - | 5 | $87,790 | - | - |