F5 FINANCIAL PLANNING, LLC
Plan context: F5 FINANCIAL PLANNING 401(K) PLAN
EIN 37-1651971 • Naperville, IL • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$568,267
2025 Contributions
$77,689
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $568,267 | $77,689 | $9,711iApproximate average salary by contribution assumption: employee only about $242,778 at 4% or $161,852 at 6%; with 50% employer match about $161,852 at 4% or $107,901 at 6%; with 100% employer match about $121,389 at 4% or $80,926 at 6%. |
| F5 FINANCIAL PLANNING 401(K) PLAN | - | 8 | $568,267 | $77,689 | $9,711iApproximate average salary by contribution assumption: employee only about $242,778 at 4% or $161,852 at 6%; with 50% employer match about $161,852 at 4% or $107,901 at 6%; with 100% employer match about $121,389 at 4% or $80,926 at 6%. |
| 2024 | 1 | 5 | $404,583 | $49,733 | $9,947iApproximate average salary by contribution assumption: employee only about $248,665 at 4% or $165,777 at 6%; with 50% employer match about $165,777 at 4% or $110,518 at 6%; with 100% employer match about $124,333 at 4% or $82,888 at 6%. |
| F5 FINANCIAL PLANNING 401(K) PLAN | - | 5 | $404,583 | $49,733 | $9,947iApproximate average salary by contribution assumption: employee only about $248,665 at 4% or $165,777 at 6%; with 50% employer match about $165,777 at 4% or $110,518 at 6%; with 100% employer match about $124,333 at 4% or $82,888 at 6%. |
| 2023 | 1 | 6 | $381,182 | $55,880 | $9,313iApproximate average salary by contribution assumption: employee only about $232,833 at 4% or $155,222 at 6%; with 50% employer match about $155,222 at 4% or $103,481 at 6%; with 100% employer match about $116,417 at 4% or $77,611 at 6%. |
| F5 FINANCIAL PLANNING 401(K) PLAN | - | 6 | $381,182 | $55,880 | $9,313iApproximate average salary by contribution assumption: employee only about $232,833 at 4% or $155,222 at 6%; with 50% employer match about $155,222 at 4% or $103,481 at 6%; with 100% employer match about $116,417 at 4% or $77,611 at 6%. |
| 2022 | 1 | 5 | $275,695 | $59,711 | $11,942iApproximate average salary by contribution assumption: employee only about $298,555 at 4% or $199,037 at 6%; with 50% employer match about $199,037 at 4% or $132,691 at 6%; with 100% employer match about $149,278 at 4% or $99,518 at 6%. |
| F5 FINANCIAL PLANNING 401(K) PLAN | - | 5 | $275,695 | $59,711 | $11,942iApproximate average salary by contribution assumption: employee only about $298,555 at 4% or $199,037 at 6%; with 50% employer match about $199,037 at 4% or $132,691 at 6%; with 100% employer match about $149,278 at 4% or $99,518 at 6%. |
| 2021 | 1 | 4 | $266,446 | $57,512 | $14,378iApproximate average salary by contribution assumption: employee only about $359,450 at 4% or $239,633 at 6%; with 50% employer match about $239,633 at 4% or $159,756 at 6%; with 100% employer match about $179,725 at 4% or $119,817 at 6%. |
| F5 FINANCIAL PLANNING 401(K) PLAN | - | 4 | $266,446 | $57,512 | $14,378iApproximate average salary by contribution assumption: employee only about $359,450 at 4% or $239,633 at 6%; with 50% employer match about $239,633 at 4% or $159,756 at 6%; with 100% employer match about $179,725 at 4% or $119,817 at 6%. |
| 2020 | 1 | 4 | $164,680 | $146,015 | $36,504iApproximate average salary by contribution assumption: employee only about $912,594 at 4% or $608,396 at 6%; with 50% employer match about $608,396 at 4% or $405,597 at 6%; with 100% employer match about $456,297 at 4% or $304,198 at 6%. |
| F5 FINANCIAL PLANNING 401(K) PLAN | - | 4 | $164,680 | $146,015 | $36,504iApproximate average salary by contribution assumption: employee only about $912,594 at 4% or $608,396 at 6%; with 50% employer match about $608,396 at 4% or $405,597 at 6%; with 100% employer match about $456,297 at 4% or $304,198 at 6%. |