Civic Intelligence

Counsel Financial Planning Inc.

Plan context: Counsel Financial Planning Inc. 401K Savings Plan

EIN 41-1597746 • St. Paul, MN • 21 filings • 6 plans

6 Pine Tree Drive, Suite 100St. Paul, MN 55112
Current Snapshot

Latest Year

2019

2019 Participants

12

2019 Assets

$1,818,815

2019 Contributions

$156,292

Historical Graphs

Total Assets Over Time

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

$2,177,321$1,088,661$0199920112018YearValue
$1,818,815Latest year 2018

Participants Over Time

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

1260199920092018YearValue
12Latest 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
201910$0$156,292-
Counsel Financial Planning Inc. 401K Savings Plan-0$0$156,292-
2018112$1,818,815$142,564$11,880iApproximate average salary by contribution assumption: employee only about $297,008 at 4% or $198,006 at 6%; with 50% employer match about $198,006 at 4% or $132,004 at 6%; with 100% employer match about $148,504 at 4% or $99,003 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-12$1,818,815$142,564$11,880iApproximate average salary by contribution assumption: employee only about $297,008 at 4% or $198,006 at 6%; with 50% employer match about $198,006 at 4% or $132,004 at 6%; with 100% employer match about $148,504 at 4% or $99,003 at 6%.
2017111$2,177,321$165,967$15,088iApproximate average salary by contribution assumption: employee only about $377,198 at 4% or $251,465 at 6%; with 50% employer match about $251,465 at 4% or $167,643 at 6%; with 100% employer match about $188,599 at 4% or $125,733 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-11$2,177,321$165,967$15,088iApproximate average salary by contribution assumption: employee only about $377,198 at 4% or $251,465 at 6%; with 50% employer match about $251,465 at 4% or $167,643 at 6%; with 100% employer match about $188,599 at 4% or $125,733 at 6%.
2016110$1,850,678$162,348$16,235iApproximate average salary by contribution assumption: employee only about $405,870 at 4% or $270,580 at 6%; with 50% employer match about $270,580 at 4% or $180,387 at 6%; with 100% employer match about $202,935 at 4% or $135,290 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-10$1,850,678$162,348$16,235iApproximate average salary by contribution assumption: employee only about $405,870 at 4% or $270,580 at 6%; with 50% employer match about $270,580 at 4% or $180,387 at 6%; with 100% employer match about $202,935 at 4% or $135,290 at 6%.
2015112$1,724,001$169,608$14,134iApproximate average salary by contribution assumption: employee only about $353,350 at 4% or $235,567 at 6%; with 50% employer match about $235,567 at 4% or $157,044 at 6%; with 100% employer match about $176,675 at 4% or $117,783 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-12$1,724,001$169,608$14,134iApproximate average salary by contribution assumption: employee only about $353,350 at 4% or $235,567 at 6%; with 50% employer match about $235,567 at 4% or $157,044 at 6%; with 100% employer match about $176,675 at 4% or $117,783 at 6%.
2014112$1,801,466$180,751$15,063iApproximate average salary by contribution assumption: employee only about $376,565 at 4% or $251,043 at 6%; with 50% employer match about $251,043 at 4% or $167,362 at 6%; with 100% employer match about $188,282 at 4% or $125,522 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-12$1,801,466$180,751$15,063iApproximate average salary by contribution assumption: employee only about $376,565 at 4% or $251,043 at 6%; with 50% employer match about $251,043 at 4% or $167,362 at 6%; with 100% employer match about $188,282 at 4% or $125,522 at 6%.
2013112$1,577,756$157,750$13,146iApproximate average salary by contribution assumption: employee only about $328,646 at 4% or $219,097 at 6%; with 50% employer match about $219,097 at 4% or $146,065 at 6%; with 100% employer match about $164,323 at 4% or $109,549 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-12$1,577,756$157,750$13,146iApproximate average salary by contribution assumption: employee only about $328,646 at 4% or $219,097 at 6%; with 50% employer match about $219,097 at 4% or $146,065 at 6%; with 100% employer match about $164,323 at 4% or $109,549 at 6%.
2012112$1,277,310$146,347$12,196iApproximate average salary by contribution assumption: employee only about $304,890 at 4% or $203,260 at 6%; with 50% employer match about $203,260 at 4% or $135,506 at 6%; with 100% employer match about $152,445 at 4% or $101,630 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-12$1,277,310$146,347$12,196iApproximate average salary by contribution assumption: employee only about $304,890 at 4% or $203,260 at 6%; with 50% employer match about $203,260 at 4% or $135,506 at 6%; with 100% employer match about $152,445 at 4% or $101,630 at 6%.
2011112$1,048,138$120,732$10,061iApproximate average salary by contribution assumption: employee only about $251,525 at 4% or $167,683 at 6%; with 50% employer match about $167,683 at 4% or $111,789 at 6%; with 100% employer match about $125,763 at 4% or $83,842 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-12$1,048,138$120,732$10,061iApproximate average salary by contribution assumption: employee only about $251,525 at 4% or $167,683 at 6%; with 50% employer match about $167,683 at 4% or $111,789 at 6%; with 100% employer match about $125,763 at 4% or $83,842 at 6%.
2010111$1,005,100$98,631$8,966iApproximate average salary by contribution assumption: employee only about $224,161 at 4% or $149,441 at 6%; with 50% employer match about $149,441 at 4% or $99,627 at 6%; with 100% employer match about $112,081 at 4% or $74,720 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-11$1,005,100$98,631$8,966iApproximate average salary by contribution assumption: employee only about $224,161 at 4% or $149,441 at 6%; with 50% employer match about $149,441 at 4% or $99,627 at 6%; with 100% employer match about $112,081 at 4% or $74,720 at 6%.
2009212$1,566,060$133,182$11,099iApproximate average salary by contribution assumption: employee only about $277,463 at 4% or $184,975 at 6%; with 50% employer match about $184,975 at 4% or $123,317 at 6%; with 100% employer match about $138,731 at 4% or $92,488 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-12$846,037$97,968$8,164iApproximate average salary by contribution assumption: employee only about $204,100 at 4% or $136,067 at 6%; with 50% employer match about $136,067 at 4% or $90,711 at 6%; with 100% employer match about $102,050 at 4% or $68,033 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-8$720,023$35,214$4,402iApproximate average salary by contribution assumption: employee only about $110,044 at 4% or $73,363 at 6%; with 50% employer match about $73,363 at 4% or $48,908 at 6%; with 100% employer match about $55,022 at 4% or $36,681 at 6%.
200818$647,511$100,573$12,572iApproximate average salary by contribution assumption: employee only about $314,291 at 4% or $209,527 at 6%; with 50% employer match about $209,527 at 4% or $139,685 at 6%; with 100% employer match about $157,145 at 4% or $104,764 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-8$647,511$100,573$12,572iApproximate average salary by contribution assumption: employee only about $314,291 at 4% or $209,527 at 6%; with 50% employer match about $209,527 at 4% or $139,685 at 6%; with 100% employer match about $157,145 at 4% or $104,764 at 6%.
200716$0$0-
Counsel Financial Planning Inc. 401K Savings Plan-6---
200518$622,755$31,334$3,917iApproximate average salary by contribution assumption: employee only about $97,919 at 4% or $65,279 at 6%; with 50% employer match about $65,279 at 4% or $43,519 at 6%; with 100% employer match about $48,959 at 4% or $32,640 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-8$622,755$31,334$3,917iApproximate average salary by contribution assumption: employee only about $97,919 at 4% or $65,279 at 6%; with 50% employer match about $65,279 at 4% or $43,519 at 6%; with 100% employer match about $48,959 at 4% or $32,640 at 6%.
200417$555,749$34,956$4,994iApproximate average salary by contribution assumption: employee only about $124,843 at 4% or $83,229 at 6%; with 50% employer match about $83,229 at 4% or $55,486 at 6%; with 100% employer match about $62,421 at 4% or $41,614 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-7$555,749$34,956$4,994iApproximate average salary by contribution assumption: employee only about $124,843 at 4% or $83,229 at 6%; with 50% employer match about $83,229 at 4% or $55,486 at 6%; with 100% employer match about $62,421 at 4% or $41,614 at 6%.
200317$0$0-
Counsel Financial Planning Inc. 401K Savings Plan-7---
200217$371,014$44,158$6,308iApproximate average salary by contribution assumption: employee only about $157,707 at 4% or $105,138 at 6%; with 50% employer match about $105,138 at 4% or $70,092 at 6%; with 100% employer match about $78,854 at 4% or $52,569 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-7$371,014$44,158$6,308iApproximate average salary by contribution assumption: employee only about $157,707 at 4% or $105,138 at 6%; with 50% employer match about $105,138 at 4% or $70,092 at 6%; with 100% employer match about $78,854 at 4% or $52,569 at 6%.
200116$0$0-
Counsel Financial Planning Inc. 401K Savings Plan-6---
200016$0$0-
Counsel Financial Planning Inc. 401K Savings Plan-6---
199916$449,828$55,055$9,176iApproximate average salary by contribution assumption: employee only about $229,396 at 4% or $152,931 at 6%; with 50% employer match about $152,931 at 4% or $101,954 at 6%; with 100% employer match about $114,698 at 4% or $76,465 at 6%.
Counsel Financial Planning Inc. 401K Savings Plan-6$449,828$55,055$9,176iApproximate average salary by contribution assumption: employee only about $229,396 at 4% or $152,931 at 6%; with 50% employer match about $152,931 at 4% or $101,954 at 6%; with 100% employer match about $114,698 at 4% or $76,465 at 6%.