Planning Associates Ltd.
Plan context: Planning Associates Ltd. Profit Sharing Plan and Trust
EIN 37-1010926 • Dwight, IL • 16 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
1
2015 Assets
$79,973
2015 Contributions
$2,040
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 0 | $0 | - | - |
| 2014 | 1 | 1 | $79,973 | $0 | - |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 1 | $79,973 | - | - |
| 2013 | 1 | 1 | $124,893 | $2,040 | $2,040iApproximate average salary by contribution assumption: employee only about $51,000 at 4% or $34,000 at 6%; with 50% employer match about $34,000 at 4% or $22,667 at 6%; with 100% employer match about $25,500 at 4% or $17,000 at 6%. |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 1 | $124,893 | $2,040 | $2,040iApproximate average salary by contribution assumption: employee only about $51,000 at 4% or $34,000 at 6%; with 50% employer match about $34,000 at 4% or $22,667 at 6%; with 100% employer match about $25,500 at 4% or $17,000 at 6%. |
| 2012 | 1 | 2 | $137,961 | $2,448 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | $137,961 | $2,448 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| 2011 | 1 | 2 | $141,116 | $2,448 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | $141,116 | $2,448 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| 2010 | 1 | 2 | $169,310 | $2,448 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | $169,310 | $2,448 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| 2009 | 1 | 2 | $132,809 | $2,448 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | $132,809 | $2,448 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2006 | 1 | 2 | $211,806 | $19,199 | $9,600iApproximate average salary by contribution assumption: employee only about $239,988 at 4% or $159,992 at 6%; with 50% employer match about $159,992 at 4% or $106,661 at 6%; with 100% employer match about $119,994 at 4% or $79,996 at 6%. |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | $211,806 | $19,199 | $9,600iApproximate average salary by contribution assumption: employee only about $239,988 at 4% or $159,992 at 6%; with 50% employer match about $159,992 at 4% or $106,661 at 6%; with 100% employer match about $119,994 at 4% or $79,996 at 6%. |
| 2005 | 1 | 2 | $187,728 | $23,127 | $11,564iApproximate average salary by contribution assumption: employee only about $289,088 at 4% or $192,725 at 6%; with 50% employer match about $192,725 at 4% or $128,483 at 6%; with 100% employer match about $144,544 at 4% or $96,363 at 6%. |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | $187,728 | $23,127 | $11,564iApproximate average salary by contribution assumption: employee only about $289,088 at 4% or $192,725 at 6%; with 50% employer match about $192,725 at 4% or $128,483 at 6%; with 100% employer match about $144,544 at 4% or $96,363 at 6%. |
| 2004 | 1 | 2 | $153,591 | $23,127 | $11,564iApproximate average salary by contribution assumption: employee only about $289,088 at 4% or $192,725 at 6%; with 50% employer match about $192,725 at 4% or $128,483 at 6%; with 100% employer match about $144,544 at 4% or $96,363 at 6%. |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | $153,591 | $23,127 | $11,564iApproximate average salary by contribution assumption: employee only about $289,088 at 4% or $192,725 at 6%; with 50% employer match about $192,725 at 4% or $128,483 at 6%; with 100% employer match about $144,544 at 4% or $96,363 at 6%. |
| 2003 | 1 | 2 | $134,812 | $2,448 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | $134,812 | $2,448 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 1999 | 1 | 2 | $189,014 | $20,000 | $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%. |
| Planning Associates Ltd. Profit Sharing Plan and Trust | - | 2 | $189,014 | $20,000 | $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%. |