Civic Intelligence

Equity Planning Group Ltd

Plan context: Epg 401(K) Plan

EIN 34-1904433 • Toledo, OH • 21 filings • 4 plans

4041 W. Sylvania Ave., Ste 200Toledo, OH 43623
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$4,725,166

2024 Contributions

$339,145

Historical Graphs

Total Assets Over Time

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

$4,725,166$2,362,583$0201320192024YearValue
$4,725,166Latest year 2024

Participants Over Time

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

1050201320192024YearValue
8Latest 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
202428$4,725,166$339,145$42,393iApproximate average salary by contribution assumption: employee only about $1,059,828 at 4% or $706,552 at 6%; with 50% employer match about $706,552 at 4% or $471,035 at 6%; with 100% employer match about $529,914 at 4% or $353,276 at 6%.
Epg 401(K) Plan-8$2,936,453$174,145$21,768iApproximate average salary by contribution assumption: employee only about $544,203 at 4% or $362,802 at 6%; with 50% employer match about $362,802 at 4% or $241,868 at 6%; with 100% employer match about $272,102 at 4% or $181,401 at 6%.
Epg Cash Balance Pension Plan-8$1,788,713$165,000$20,625iApproximate average salary by contribution assumption: employee only about $515,625 at 4% or $343,750 at 6%; with 50% employer match about $343,750 at 4% or $229,167 at 6%; with 100% employer match about $257,813 at 4% or $171,875 at 6%.
2023410$3,816,318$555,692$55,569iApproximate average salary by contribution assumption: employee only about $1,389,230 at 4% or $926,153 at 6%; with 50% employer match about $926,153 at 4% or $617,436 at 6%; with 100% employer match about $694,615 at 4% or $463,077 at 6%.
Epg 401(K) Plan-8$2,412,036$178,422$22,303iApproximate average salary by contribution assumption: employee only about $557,569 at 4% or $371,713 at 6%; with 50% employer match about $371,713 at 4% or $247,808 at 6%; with 100% employer match about $278,784 at 4% or $185,856 at 6%.
Epg Cash Balance Pension Plan-10$1,404,282$340,788$34,079iApproximate average salary by contribution assumption: employee only about $851,970 at 4% or $567,980 at 6%; with 50% employer match about $567,980 at 4% or $378,653 at 6%; with 100% employer match about $425,985 at 4% or $283,990 at 6%.
EQUITY PLANNING GRP WELFARE PLAN A-0$0$14,769-
EQUITY PLANNING GRP WELFARE PLAN B-0$0$21,713-
2022410$2,818,139$557,030$55,703iApproximate average salary by contribution assumption: employee only about $1,392,575 at 4% or $928,383 at 6%; with 50% employer match about $928,383 at 4% or $618,922 at 6%; with 100% employer match about $696,288 at 4% or $464,192 at 6%.
Epg 401(K) Plan-8$1,875,291$161,154$20,144iApproximate average salary by contribution assumption: employee only about $503,606 at 4% or $335,738 at 6%; with 50% employer match about $335,738 at 4% or $223,825 at 6%; with 100% employer match about $251,803 at 4% or $167,869 at 6%.
Epg Cash Balance Pension Plan-10$942,848$352,707$35,271iApproximate average salary by contribution assumption: employee only about $881,767 at 4% or $587,845 at 6%; with 50% employer match about $587,845 at 4% or $391,897 at 6%; with 100% employer match about $440,884 at 4% or $293,923 at 6%.
EQUITY PLANNING GRP WELFARE PLAN A-2$0$14,641$7,321iApproximate average salary by contribution assumption: employee only about $183,013 at 4% or $122,008 at 6%; with 50% employer match about $122,008 at 4% or $81,339 at 6%; with 100% employer match about $91,506 at 4% or $61,004 at 6%.
EQUITY PLANNING GRP WELFARE PLAN B-3$0$28,528$9,509iApproximate average salary by contribution assumption: employee only about $237,733 at 4% or $158,489 at 6%; with 50% employer match about $158,489 at 4% or $105,659 at 6%; with 100% employer match about $118,867 at 4% or $79,244 at 6%.
202128$2,813,094$457,920$57,240iApproximate average salary by contribution assumption: employee only about $1,431,000 at 4% or $954,000 at 6%; with 50% employer match about $954,000 at 4% or $636,000 at 6%; with 100% employer match about $715,500 at 4% or $477,000 at 6%.
Epg 401(K) Plan-8$2,138,607$146,920$18,365iApproximate average salary by contribution assumption: employee only about $459,125 at 4% or $306,083 at 6%; with 50% employer match about $306,083 at 4% or $204,056 at 6%; with 100% employer match about $229,563 at 4% or $153,042 at 6%.
Epg Cash Balance Pension Plan-8$674,487$311,000$38,875iApproximate average salary by contribution assumption: employee only about $971,875 at 4% or $647,917 at 6%; with 50% employer match about $647,917 at 4% or $431,944 at 6%; with 100% employer match about $485,938 at 4% or $323,958 at 6%.
202028$2,081,321$477,164$59,646iApproximate average salary by contribution assumption: employee only about $1,491,138 at 4% or $994,092 at 6%; with 50% employer match about $994,092 at 4% or $662,728 at 6%; with 100% employer match about $745,569 at 4% or $497,046 at 6%.
Epg 401(K) Plan-8$1,750,321$146,164$18,271iApproximate average salary by contribution assumption: employee only about $456,763 at 4% or $304,508 at 6%; with 50% employer match about $304,508 at 4% or $203,006 at 6%; with 100% employer match about $228,381 at 4% or $152,254 at 6%.
Epg Cash Balance Pension Plan-8$331,000$331,000$41,375iApproximate average salary by contribution assumption: employee only about $1,034,375 at 4% or $689,583 at 6%; with 50% employer match about $689,583 at 4% or $459,722 at 6%; with 100% employer match about $517,188 at 4% or $344,792 at 6%.
201918$1,335,629$136,566$17,071iApproximate average salary by contribution assumption: employee only about $426,769 at 4% or $284,513 at 6%; with 50% employer match about $284,513 at 4% or $189,675 at 6%; with 100% employer match about $213,384 at 4% or $142,256 at 6%.
Epg 401(K) Plan-8$1,335,629$136,566$17,071iApproximate average salary by contribution assumption: employee only about $426,769 at 4% or $284,513 at 6%; with 50% employer match about $284,513 at 4% or $189,675 at 6%; with 100% employer match about $213,384 at 4% or $142,256 at 6%.
201818$978,286$273,252$34,157iApproximate average salary by contribution assumption: employee only about $853,913 at 4% or $569,275 at 6%; with 50% employer match about $569,275 at 4% or $379,517 at 6%; with 100% employer match about $426,956 at 4% or $284,638 at 6%.
Epg 401(K) Plan-8$978,286$273,252$34,157iApproximate average salary by contribution assumption: employee only about $853,913 at 4% or $569,275 at 6%; with 50% employer match about $569,275 at 4% or $379,517 at 6%; with 100% employer match about $426,956 at 4% or $284,638 at 6%.
201716$776,995$93,462$15,577iApproximate average salary by contribution assumption: employee only about $389,425 at 4% or $259,617 at 6%; with 50% employer match about $259,617 at 4% or $173,078 at 6%; with 100% employer match about $194,713 at 4% or $129,808 at 6%.
Epg 401(K) Plan-6$776,995$93,462$15,577iApproximate average salary by contribution assumption: employee only about $389,425 at 4% or $259,617 at 6%; with 50% employer match about $259,617 at 4% or $173,078 at 6%; with 100% employer match about $194,713 at 4% or $129,808 at 6%.
201616$563,317$95,622$15,937iApproximate average salary by contribution assumption: employee only about $398,425 at 4% or $265,617 at 6%; with 50% employer match about $265,617 at 4% or $177,078 at 6%; with 100% employer match about $199,213 at 4% or $132,808 at 6%.
Epg 401(K) Plan-6$563,317$95,622$15,937iApproximate average salary by contribution assumption: employee only about $398,425 at 4% or $265,617 at 6%; with 50% employer match about $265,617 at 4% or $177,078 at 6%; with 100% employer match about $199,213 at 4% or $132,808 at 6%.
201516$430,046$94,236$15,706iApproximate average salary by contribution assumption: employee only about $392,650 at 4% or $261,767 at 6%; with 50% employer match about $261,767 at 4% or $174,511 at 6%; with 100% employer match about $196,325 at 4% or $130,883 at 6%.
Epg 401(K) Plan-6$430,046$94,236$15,706iApproximate average salary by contribution assumption: employee only about $392,650 at 4% or $261,767 at 6%; with 50% employer match about $261,767 at 4% or $174,511 at 6%; with 100% employer match about $196,325 at 4% or $130,883 at 6%.
201415$337,091$187,459$37,492iApproximate average salary by contribution assumption: employee only about $937,295 at 4% or $624,863 at 6%; with 50% employer match about $624,863 at 4% or $416,576 at 6%; with 100% employer match about $468,648 at 4% or $312,432 at 6%.
Epg 401(K) Plan-5$337,091$187,459$37,492iApproximate average salary by contribution assumption: employee only about $937,295 at 4% or $624,863 at 6%; with 50% employer match about $624,863 at 4% or $416,576 at 6%; with 100% employer match about $468,648 at 4% or $312,432 at 6%.
201314$135,002$133,350$33,338iApproximate average salary by contribution assumption: employee only about $833,438 at 4% or $555,625 at 6%; with 50% employer match about $555,625 at 4% or $370,417 at 6%; with 100% employer match about $416,719 at 4% or $277,813 at 6%.
Epg 401(K) Plan-4$135,002$133,350$33,338iApproximate average salary by contribution assumption: employee only about $833,438 at 4% or $555,625 at 6%; with 50% employer match about $555,625 at 4% or $370,417 at 6%; with 100% employer match about $416,719 at 4% or $277,813 at 6%.