Civic Intelligence

Executive Financial Planning Inc

Plan context: Executive Financial Planning 401(K) Plan

EIN 38-2600952 • Brighton, MI • 8 filings • 1 plans

135 W North St Ste 1Brighton, MI 48116-1533
Current Snapshot

Latest Year

2018

2018 Participants

23

2018 Assets

$677,091

2018 Contributions

$240,412

Historical Graphs

Total Assets Over Time

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

$677,091$338,546$0201120152018YearValue
$677,091Latest year 2018

Participants Over Time

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

23120201120152018YearValue
23Latest year 2018

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
2018123$677,091$240,412$10,453iApproximate average salary by contribution assumption: employee only about $261,317 at 4% or $174,212 at 6%; with 50% employer match about $174,212 at 4% or $116,141 at 6%; with 100% employer match about $130,659 at 4% or $87,106 at 6%.
Executive Financial Planning 401(K) Plan-23$677,091$240,412$10,453iApproximate average salary by contribution assumption: employee only about $261,317 at 4% or $174,212 at 6%; with 50% employer match about $174,212 at 4% or $116,141 at 6%; with 100% employer match about $130,659 at 4% or $87,106 at 6%.
2017117$516,835$148,638$8,743iApproximate average salary by contribution assumption: employee only about $218,585 at 4% or $145,724 at 6%; with 50% employer match about $145,724 at 4% or $97,149 at 6%; with 100% employer match about $109,293 at 4% or $72,862 at 6%.
Executive Financial Planning 401(K) Plan-17$516,835$148,638$8,743iApproximate average salary by contribution assumption: employee only about $218,585 at 4% or $145,724 at 6%; with 50% employer match about $145,724 at 4% or $97,149 at 6%; with 100% employer match about $109,293 at 4% or $72,862 at 6%.
2016114$333,249$101,419$7,244iApproximate average salary by contribution assumption: employee only about $181,105 at 4% or $120,737 at 6%; with 50% employer match about $120,737 at 4% or $80,491 at 6%; with 100% employer match about $90,553 at 4% or $60,368 at 6%.
Executive Financial Planning 401(K) Plan-14$333,249$101,419$7,244iApproximate average salary by contribution assumption: employee only about $181,105 at 4% or $120,737 at 6%; with 50% employer match about $120,737 at 4% or $80,491 at 6%; with 100% employer match about $90,553 at 4% or $60,368 at 6%.
2015110$356,229$98,173$9,817iApproximate average salary by contribution assumption: employee only about $245,432 at 4% or $163,622 at 6%; with 50% employer match about $163,622 at 4% or $109,081 at 6%; with 100% employer match about $122,716 at 4% or $81,811 at 6%.
Executive Financial Planning 401(K) Plan-10$356,229$98,173$9,817iApproximate average salary by contribution assumption: employee only about $245,432 at 4% or $163,622 at 6%; with 50% employer match about $163,622 at 4% or $109,081 at 6%; with 100% employer match about $122,716 at 4% or $81,811 at 6%.
201419$268,322$80,874$8,986iApproximate average salary by contribution assumption: employee only about $224,650 at 4% or $149,767 at 6%; with 50% employer match about $149,767 at 4% or $99,844 at 6%; with 100% employer match about $112,325 at 4% or $74,883 at 6%.
Executive Financial Planning 401(K) Plan-9$268,322$80,874$8,986iApproximate average salary by contribution assumption: employee only about $224,650 at 4% or $149,767 at 6%; with 50% employer match about $149,767 at 4% or $99,844 at 6%; with 100% employer match about $112,325 at 4% or $74,883 at 6%.
201318$180,750$66,448$8,306iApproximate average salary by contribution assumption: employee only about $207,650 at 4% or $138,433 at 6%; with 50% employer match about $138,433 at 4% or $92,289 at 6%; with 100% employer match about $103,825 at 4% or $69,217 at 6%.
Executive Financial Planning 401(K) Plan-8$180,750$66,448$8,306iApproximate average salary by contribution assumption: employee only about $207,650 at 4% or $138,433 at 6%; with 50% employer match about $138,433 at 4% or $92,289 at 6%; with 100% employer match about $103,825 at 4% or $69,217 at 6%.
201217$98,410$60,146$8,592iApproximate average salary by contribution assumption: employee only about $214,807 at 4% or $143,205 at 6%; with 50% employer match about $143,205 at 4% or $95,470 at 6%; with 100% employer match about $107,404 at 4% or $71,602 at 6%.
Executive Financial Planning 401(K) Plan-7$98,410$60,146$8,592iApproximate average salary by contribution assumption: employee only about $214,807 at 4% or $143,205 at 6%; with 50% employer match about $143,205 at 4% or $95,470 at 6%; with 100% employer match about $107,404 at 4% or $71,602 at 6%.
201118$34,814$36,190$4,524iApproximate average salary by contribution assumption: employee only about $113,094 at 4% or $75,396 at 6%; with 50% employer match about $75,396 at 4% or $50,264 at 6%; with 100% employer match about $56,547 at 4% or $37,698 at 6%.
Executive Financial Planning 401(K) Plan-8$34,814$36,190$4,524iApproximate average salary by contribution assumption: employee only about $113,094 at 4% or $75,396 at 6%; with 50% employer match about $75,396 at 4% or $50,264 at 6%; with 100% employer match about $56,547 at 4% or $37,698 at 6%.