Civic Intelligence

Planning Perspectives Inc.

Plan context: Planning Perspectives Inc. Money Purchase Pension Plan

EIN 38-2123724 • Birmingham, MI • 19 filings • 2 plans

1035 South Adams RoadBirmingham, MI 48009
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$1,423,186

2018 Contributions

$58,509

Historical Graphs

Total Assets Over Time

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

$1,512,261$756,131$0199920122017YearValue
$1,423,186Latest year 2017

Participants Over Time

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

530199920092017YearValue
3Latest year 2017

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
201810$0$0-
Planning Perspectives Inc. Money Purchase Pension Plan-0$0$0-
201713$1,423,186$0-
Planning Perspectives Inc. Money Purchase Pension Plan-3$1,423,186$0-
201614$1,512,261$0-
Planning Perspectives Inc. Money Purchase Pension Plan-4$1,512,261$0-
201514$1,446,534$0-
Planning Perspectives Inc. Money Purchase Pension Plan-4$1,446,534$0-
201414$1,371,387$58,509$14,627iApproximate average salary by contribution assumption: employee only about $365,681 at 4% or $243,788 at 6%; with 50% employer match about $243,788 at 4% or $162,525 at 6%; with 100% employer match about $182,841 at 4% or $121,894 at 6%.
Planning Perspectives Inc. Money Purchase Pension Plan-4$1,371,387$58,509$14,627iApproximate average salary by contribution assumption: employee only about $365,681 at 4% or $243,788 at 6%; with 50% employer match about $243,788 at 4% or $162,525 at 6%; with 100% employer match about $182,841 at 4% or $121,894 at 6%.
201315$1,405,690$52,101$10,420iApproximate average salary by contribution assumption: employee only about $260,505 at 4% or $173,670 at 6%; with 50% employer match about $173,670 at 4% or $115,780 at 6%; with 100% employer match about $130,253 at 4% or $86,835 at 6%.
Planning Perspectives Inc. Money Purchase Pension Plan-5$1,405,690$52,101$10,420iApproximate average salary by contribution assumption: employee only about $260,505 at 4% or $173,670 at 6%; with 50% employer match about $173,670 at 4% or $115,780 at 6%; with 100% employer match about $130,253 at 4% or $86,835 at 6%.
201215$1,314,737$47,065$9,413iApproximate average salary by contribution assumption: employee only about $235,325 at 4% or $156,883 at 6%; with 50% employer match about $156,883 at 4% or $104,589 at 6%; with 100% employer match about $117,663 at 4% or $78,442 at 6%.
Planning Perspectives Inc. Money Purchase Pension Plan-5$1,314,737$47,065$9,413iApproximate average salary by contribution assumption: employee only about $235,325 at 4% or $156,883 at 6%; with 50% employer match about $156,883 at 4% or $104,589 at 6%; with 100% employer match about $117,663 at 4% or $78,442 at 6%.
201115$1,170,319$59,876$11,975iApproximate average salary by contribution assumption: employee only about $299,380 at 4% or $199,587 at 6%; with 50% employer match about $199,587 at 4% or $133,058 at 6%; with 100% employer match about $149,690 at 4% or $99,793 at 6%.
Planning Perspectives Inc. Money Purchase Pension Plan-5$1,170,319$59,876$11,975iApproximate average salary by contribution assumption: employee only about $299,380 at 4% or $199,587 at 6%; with 50% employer match about $199,587 at 4% or $133,058 at 6%; with 100% employer match about $149,690 at 4% or $99,793 at 6%.
201015$1,048,743$55,310$11,062iApproximate average salary by contribution assumption: employee only about $276,550 at 4% or $184,367 at 6%; with 50% employer match about $184,367 at 4% or $122,911 at 6%; with 100% employer match about $138,275 at 4% or $92,183 at 6%.
Planning Perspectives Inc. Money Purchase Pension Plan-5$1,048,743$55,310$11,062iApproximate average salary by contribution assumption: employee only about $276,550 at 4% or $184,367 at 6%; with 50% employer match about $184,367 at 4% or $122,911 at 6%; with 100% employer match about $138,275 at 4% or $92,183 at 6%.
200915$1,001,912$60,025$12,005iApproximate average salary by contribution assumption: employee only about $300,125 at 4% or $200,083 at 6%; with 50% employer match about $200,083 at 4% or $133,389 at 6%; with 100% employer match about $150,063 at 4% or $100,042 at 6%.
Planning Perspectives Inc. Money Purchase Pension Plan-5$1,001,912$60,025$12,005iApproximate average salary by contribution assumption: employee only about $300,125 at 4% or $200,083 at 6%; with 50% employer match about $200,083 at 4% or $133,389 at 6%; with 100% employer match about $150,063 at 4% or $100,042 at 6%.
200714$0$0-
Planning Perspectives Inc. Money Purchase Pension Plan-4---
200612$861,528$33,313$16,657iApproximate average salary by contribution assumption: employee only about $416,413 at 4% or $277,608 at 6%; with 50% employer match about $277,608 at 4% or $185,072 at 6%; with 100% employer match about $208,206 at 4% or $138,804 at 6%.
Planning Perspectives Inc. Money Purchase Pension Plan-2$861,528$33,313$16,657iApproximate average salary by contribution assumption: employee only about $416,413 at 4% or $277,608 at 6%; with 50% employer match about $277,608 at 4% or $185,072 at 6%; with 100% employer match about $208,206 at 4% or $138,804 at 6%.
200513$770,316$47,721$15,907iApproximate average salary by contribution assumption: employee only about $397,675 at 4% or $265,117 at 6%; with 50% employer match about $265,117 at 4% or $176,744 at 6%; with 100% employer match about $198,838 at 4% or $132,558 at 6%.
Planning Perspectives Inc. Money Purchase Pension Plan-3$770,316$47,721$15,907iApproximate average salary by contribution assumption: employee only about $397,675 at 4% or $265,117 at 6%; with 50% employer match about $265,117 at 4% or $176,744 at 6%; with 100% employer match about $198,838 at 4% or $132,558 at 6%.
200413$0$0-
Planning Perspectives Inc. Money Purchase Pension Plan-3---
200313$0$0-
Planning Perspectives Inc. Money Purchase Pension Plan-3---
200213$0$0-
Planning Perspectives Inc. Money Purchase Pension Plan-3---
200114$0$0-
Planning Perspectives Inc. Money Purchase Pension Plan-4---
200015$0$0-
Planning Perspectives Inc. Money Purchase Pension Plan-5---
199913$401,504$1,903$634iApproximate average salary by contribution assumption: employee only about $15,858 at 4% or $10,572 at 6%; with 50% employer match about $10,572 at 4% or $7,048 at 6%; with 100% employer match about $7,929 at 4% or $5,286 at 6%.
Planning Perspectives Inc. Money Purchase Pension Plan-3$401,504$1,903$634iApproximate average salary by contribution assumption: employee only about $15,858 at 4% or $10,572 at 6%; with 50% employer match about $10,572 at 4% or $7,048 at 6%; with 100% employer match about $7,929 at 4% or $5,286 at 6%.