Civic Intelligence

Global Financial Planning Group LLC.

Plan context: Global Financial Planning Group LLC. 401K Plan

EIN 42-1552747 • Troy, MI • 20 filings • 1 plans

900 Wilshire DriveSuite 385Troy, MI 48084
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,722,116

2025 Contributions

$155,495

Historical Graphs

Total Assets Over Time

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

$1,722,116$861,058$0200620162025YearValue
$1,722,116Latest year 2025

Participants Over Time

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

1050200620162025YearValue
7Latest year 2025

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
202517$1,722,116$155,495$22,214iApproximate average salary by contribution assumption: employee only about $555,339 at 4% or $370,226 at 6%; with 50% employer match about $370,226 at 4% or $246,817 at 6%; with 100% employer match about $277,670 at 4% or $185,113 at 6%.
Global Financial Planning Group LLC. 401K Plan-7$1,722,116$155,495$22,214iApproximate average salary by contribution assumption: employee only about $555,339 at 4% or $370,226 at 6%; with 50% employer match about $370,226 at 4% or $246,817 at 6%; with 100% employer match about $277,670 at 4% or $185,113 at 6%.
202417$1,530,847$195,128$27,875iApproximate average salary by contribution assumption: employee only about $696,886 at 4% or $464,590 at 6%; with 50% employer match about $464,590 at 4% or $309,727 at 6%; with 100% employer match about $348,443 at 4% or $232,295 at 6%.
Global Financial Planning Group LLC. 401K Plan-7$1,530,847$195,128$27,875iApproximate average salary by contribution assumption: employee only about $696,886 at 4% or $464,590 at 6%; with 50% employer match about $464,590 at 4% or $309,727 at 6%; with 100% employer match about $348,443 at 4% or $232,295 at 6%.
202318$1,446,817$129,339$16,167iApproximate average salary by contribution assumption: employee only about $404,184 at 4% or $269,456 at 6%; with 50% employer match about $269,456 at 4% or $179,638 at 6%; with 100% employer match about $202,092 at 4% or $134,728 at 6%.
Global Financial Planning Group LLC. 401K Plan-8$1,446,817$129,339$16,167iApproximate average salary by contribution assumption: employee only about $404,184 at 4% or $269,456 at 6%; with 50% employer match about $269,456 at 4% or $179,638 at 6%; with 100% employer match about $202,092 at 4% or $134,728 at 6%.
202218$1,267,199$114,194$14,274iApproximate average salary by contribution assumption: employee only about $356,856 at 4% or $237,904 at 6%; with 50% employer match about $237,904 at 4% or $158,603 at 6%; with 100% employer match about $178,428 at 4% or $118,952 at 6%.
Global Financial Planning Group LLC. 401K Plan-8$1,267,199$114,194$14,274iApproximate average salary by contribution assumption: employee only about $356,856 at 4% or $237,904 at 6%; with 50% employer match about $237,904 at 4% or $158,603 at 6%; with 100% employer match about $178,428 at 4% or $118,952 at 6%.
202118$1,498,041$104,978$13,122iApproximate average salary by contribution assumption: employee only about $328,056 at 4% or $218,704 at 6%; with 50% employer match about $218,704 at 4% or $145,803 at 6%; with 100% employer match about $164,028 at 4% or $109,352 at 6%.
Global Financial Planning Group LLC. 401K Plan-8$1,498,041$104,978$13,122iApproximate average salary by contribution assumption: employee only about $328,056 at 4% or $218,704 at 6%; with 50% employer match about $218,704 at 4% or $145,803 at 6%; with 100% employer match about $164,028 at 4% or $109,352 at 6%.
202018$1,268,379$102,402$12,800iApproximate average salary by contribution assumption: employee only about $320,006 at 4% or $213,338 at 6%; with 50% employer match about $213,338 at 4% or $142,225 at 6%; with 100% employer match about $160,003 at 4% or $106,669 at 6%.
Global Financial Planning Group LLC. 401K Plan-8$1,268,379$102,402$12,800iApproximate average salary by contribution assumption: employee only about $320,006 at 4% or $213,338 at 6%; with 50% employer match about $213,338 at 4% or $142,225 at 6%; with 100% employer match about $160,003 at 4% or $106,669 at 6%.
201918$1,101,698$98,165$12,271iApproximate average salary by contribution assumption: employee only about $306,766 at 4% or $204,510 at 6%; with 50% employer match about $204,510 at 4% or $136,340 at 6%; with 100% employer match about $153,383 at 4% or $102,255 at 6%.
Global Financial Planning Group LLC. 401K Plan-8$1,101,698$98,165$12,271iApproximate average salary by contribution assumption: employee only about $306,766 at 4% or $204,510 at 6%; with 50% employer match about $204,510 at 4% or $136,340 at 6%; with 100% employer match about $153,383 at 4% or $102,255 at 6%.
201818$864,891$84,489$10,561iApproximate average salary by contribution assumption: employee only about $264,028 at 4% or $176,019 at 6%; with 50% employer match about $176,019 at 4% or $117,346 at 6%; with 100% employer match about $132,014 at 4% or $88,009 at 6%.
Global Financial Planning Group LLC. 401K Plan-8$864,891$84,489$10,561iApproximate average salary by contribution assumption: employee only about $264,028 at 4% or $176,019 at 6%; with 50% employer match about $176,019 at 4% or $117,346 at 6%; with 100% employer match about $132,014 at 4% or $88,009 at 6%.
2017110$916,775$171,329$17,133iApproximate average salary by contribution assumption: employee only about $428,323 at 4% or $285,548 at 6%; with 50% employer match about $285,548 at 4% or $190,366 at 6%; with 100% employer match about $214,161 at 4% or $142,774 at 6%.
Global Financial Planning Group LLC. 401K Plan-10$916,775$171,329$17,133iApproximate average salary by contribution assumption: employee only about $428,323 at 4% or $285,548 at 6%; with 50% employer match about $285,548 at 4% or $190,366 at 6%; with 100% employer match about $214,161 at 4% or $142,774 at 6%.
201619$678,487$69,301$7,700iApproximate average salary by contribution assumption: employee only about $192,503 at 4% or $128,335 at 6%; with 50% employer match about $128,335 at 4% or $85,557 at 6%; with 100% employer match about $96,251 at 4% or $64,168 at 6%.
Global Financial Planning Group LLC. 401K Plan-9$678,487$69,301$7,700iApproximate average salary by contribution assumption: employee only about $192,503 at 4% or $128,335 at 6%; with 50% employer match about $128,335 at 4% or $85,557 at 6%; with 100% employer match about $96,251 at 4% or $64,168 at 6%.
201519$554,895$115,201$12,800iApproximate average salary by contribution assumption: employee only about $320,003 at 4% or $213,335 at 6%; with 50% employer match about $213,335 at 4% or $142,223 at 6%; with 100% employer match about $160,001 at 4% or $106,668 at 6%.
Global Financial Planning Group LLC. 401K Plan-9$554,895$115,201$12,800iApproximate average salary by contribution assumption: employee only about $320,003 at 4% or $213,335 at 6%; with 50% employer match about $213,335 at 4% or $142,223 at 6%; with 100% employer match about $160,001 at 4% or $106,668 at 6%.
201418$466,851$56,491$7,061iApproximate average salary by contribution assumption: employee only about $176,534 at 4% or $117,690 at 6%; with 50% employer match about $117,690 at 4% or $78,460 at 6%; with 100% employer match about $88,267 at 4% or $58,845 at 6%.
Global Financial Planning Group LLC. 401K Plan-8$466,851$56,491$7,061iApproximate average salary by contribution assumption: employee only about $176,534 at 4% or $117,690 at 6%; with 50% employer match about $117,690 at 4% or $78,460 at 6%; with 100% employer match about $88,267 at 4% or $58,845 at 6%.
201318$399,474$52,135$6,517iApproximate average salary by contribution assumption: employee only about $162,922 at 4% or $108,615 at 6%; with 50% employer match about $108,615 at 4% or $72,410 at 6%; with 100% employer match about $81,461 at 4% or $54,307 at 6%.
Global Financial Planning Group LLC. 401K Plan-8$399,474$52,135$6,517iApproximate average salary by contribution assumption: employee only about $162,922 at 4% or $108,615 at 6%; with 50% employer match about $108,615 at 4% or $72,410 at 6%; with 100% employer match about $81,461 at 4% or $54,307 at 6%.
201218$312,050$26,370$3,296iApproximate average salary by contribution assumption: employee only about $82,406 at 4% or $54,938 at 6%; with 50% employer match about $54,938 at 4% or $36,625 at 6%; with 100% employer match about $41,203 at 4% or $27,469 at 6%.
Global Financial Planning Group LLC. 401K Plan-8$312,050$26,370$3,296iApproximate average salary by contribution assumption: employee only about $82,406 at 4% or $54,938 at 6%; with 50% employer match about $54,938 at 4% or $36,625 at 6%; with 100% employer match about $41,203 at 4% or $27,469 at 6%.
201118$266,822$27,881$3,485iApproximate average salary by contribution assumption: employee only about $87,128 at 4% or $58,085 at 6%; with 50% employer match about $58,085 at 4% or $38,724 at 6%; with 100% employer match about $43,564 at 4% or $29,043 at 6%.
Global Financial Planning Group LLC. 401K Plan-8$266,822$27,881$3,485iApproximate average salary by contribution assumption: employee only about $87,128 at 4% or $58,085 at 6%; with 50% employer match about $58,085 at 4% or $38,724 at 6%; with 100% employer match about $43,564 at 4% or $29,043 at 6%.
201017$281,599$26,182$3,740iApproximate average salary by contribution assumption: employee only about $93,507 at 4% or $62,338 at 6%; with 50% employer match about $62,338 at 4% or $41,559 at 6%; with 100% employer match about $46,754 at 4% or $31,169 at 6%.
Global Financial Planning Group LLC. 401K Plan-7$281,599$26,182$3,740iApproximate average salary by contribution assumption: employee only about $93,507 at 4% or $62,338 at 6%; with 50% employer match about $62,338 at 4% or $41,559 at 6%; with 100% employer match about $46,754 at 4% or $31,169 at 6%.
200916$270,043$51,305$8,551iApproximate average salary by contribution assumption: employee only about $213,771 at 4% or $142,514 at 6%; with 50% employer match about $142,514 at 4% or $95,009 at 6%; with 100% employer match about $106,885 at 4% or $71,257 at 6%.
Global Financial Planning Group LLC. 401K Plan-6$270,043$51,305$8,551iApproximate average salary by contribution assumption: employee only about $213,771 at 4% or $142,514 at 6%; with 50% employer match about $142,514 at 4% or $95,009 at 6%; with 100% employer match about $106,885 at 4% or $71,257 at 6%.
200816$190,273$58,794$9,799iApproximate average salary by contribution assumption: employee only about $244,975 at 4% or $163,317 at 6%; with 50% employer match about $163,317 at 4% or $108,878 at 6%; with 100% employer match about $122,488 at 4% or $81,658 at 6%.
Global Financial Planning Group LLC. 401K Plan-6$190,273$58,794$9,799iApproximate average salary by contribution assumption: employee only about $244,975 at 4% or $163,317 at 6%; with 50% employer match about $163,317 at 4% or $108,878 at 6%; with 100% employer match about $122,488 at 4% or $81,658 at 6%.
200715$0$0-
Global Financial Planning Group LLC. 401K Plan-5---
200615$114,638$112,361$22,472iApproximate average salary by contribution assumption: employee only about $561,805 at 4% or $374,537 at 6%; with 50% employer match about $374,537 at 4% or $249,691 at 6%; with 100% employer match about $280,903 at 4% or $187,268 at 6%.
Global Financial Planning Group LLC. 401K Plan-5$114,638$112,361$22,472iApproximate average salary by contribution assumption: employee only about $561,805 at 4% or $374,537 at 6%; with 50% employer match about $374,537 at 4% or $249,691 at 6%; with 100% employer match about $280,903 at 4% or $187,268 at 6%.