Kentucky Planning Partners LLC
Plan context: Kentucky Planning Partners LLC 401(K) Profit Sharing Plan
EIN 42-1686045 • Louisville, KY • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$897,313
2024 Contributions
$150,122
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 16 | $897,313 | $150,122 | $9,383iApproximate average salary by contribution assumption: employee only about $234,566 at 4% or $156,377 at 6%; with 50% employer match about $156,377 at 4% or $104,251 at 6%; with 100% employer match about $117,283 at 4% or $78,189 at 6%. |
| Kentucky Planning Partners LLC 401(K) Profit Sharing Plan | - | 16 | $897,313 | $150,122 | $9,383iApproximate average salary by contribution assumption: employee only about $234,566 at 4% or $156,377 at 6%; with 50% employer match about $156,377 at 4% or $104,251 at 6%; with 100% employer match about $117,283 at 4% or $78,189 at 6%. |
| 2023 | 1 | 15 | $1,031,261 | $139,924 | $9,328iApproximate average salary by contribution assumption: employee only about $233,207 at 4% or $155,471 at 6%; with 50% employer match about $155,471 at 4% or $103,647 at 6%; with 100% employer match about $116,603 at 4% or $77,736 at 6%. |
| Kentucky Planning Partners LLC 401(K) Profit Sharing Plan | - | 15 | $1,031,261 | $139,924 | $9,328iApproximate average salary by contribution assumption: employee only about $233,207 at 4% or $155,471 at 6%; with 50% employer match about $155,471 at 4% or $103,647 at 6%; with 100% employer match about $116,603 at 4% or $77,736 at 6%. |
| 2022 | 1 | 15 | $794,256 | $153,880 | $10,259iApproximate average salary by contribution assumption: employee only about $256,467 at 4% or $170,978 at 6%; with 50% employer match about $170,978 at 4% or $113,985 at 6%; with 100% employer match about $128,233 at 4% or $85,489 at 6%. |
| Kentucky Planning Partners LLC 401(K) Profit Sharing Plan | - | 15 | $794,256 | $153,880 | $10,259iApproximate average salary by contribution assumption: employee only about $256,467 at 4% or $170,978 at 6%; with 50% employer match about $170,978 at 4% or $113,985 at 6%; with 100% employer match about $128,233 at 4% or $85,489 at 6%. |
| 2021 | 1 | 12 | $855,388 | $124,580 | $10,382iApproximate average salary by contribution assumption: employee only about $259,542 at 4% or $173,028 at 6%; with 50% employer match about $173,028 at 4% or $115,352 at 6%; with 100% employer match about $129,771 at 4% or $86,514 at 6%. |
| Kentucky Planning Partners LLC 401(K) Profit Sharing Plan | - | 12 | $855,388 | $124,580 | $10,382iApproximate average salary by contribution assumption: employee only about $259,542 at 4% or $173,028 at 6%; with 50% employer match about $173,028 at 4% or $115,352 at 6%; with 100% employer match about $129,771 at 4% or $86,514 at 6%. |
| 2020 | 1 | 6 | $649,591 | $92,342 | $15,390iApproximate average salary by contribution assumption: employee only about $384,758 at 4% or $256,506 at 6%; with 50% employer match about $256,506 at 4% or $171,004 at 6%; with 100% employer match about $192,379 at 4% or $128,253 at 6%. |
| Kentucky Planning Partners LLC 401(K) Profit Sharing Plan | - | 6 | $649,591 | $92,342 | $15,390iApproximate average salary by contribution assumption: employee only about $384,758 at 4% or $256,506 at 6%; with 50% employer match about $256,506 at 4% or $171,004 at 6%; with 100% employer match about $192,379 at 4% or $128,253 at 6%. |
| 2019 | 1 | 8 | $454,755 | $85,499 | $10,687iApproximate average salary by contribution assumption: employee only about $267,184 at 4% or $178,123 at 6%; with 50% employer match about $178,123 at 4% or $118,749 at 6%; with 100% employer match about $133,592 at 4% or $89,061 at 6%. |
| Kentucky Planning Partners LLC 401(K) Profit Sharing Plan | - | 8 | $454,755 | $85,499 | $10,687iApproximate average salary by contribution assumption: employee only about $267,184 at 4% or $178,123 at 6%; with 50% employer match about $178,123 at 4% or $118,749 at 6%; with 100% employer match about $133,592 at 4% or $89,061 at 6%. |
| 2018 | 1 | 8 | $299,745 | $72,078 | $9,010iApproximate average salary by contribution assumption: employee only about $225,244 at 4% or $150,163 at 6%; with 50% employer match about $150,163 at 4% or $100,108 at 6%; with 100% employer match about $112,622 at 4% or $75,081 at 6%. |
| Kentucky Planning Partners LLC 401(K) Profit Sharing Plan | - | 8 | $299,745 | $72,078 | $9,010iApproximate average salary by contribution assumption: employee only about $225,244 at 4% or $150,163 at 6%; with 50% employer match about $150,163 at 4% or $100,108 at 6%; with 100% employer match about $112,622 at 4% or $75,081 at 6%. |
| 2017 | 1 | 8 | $273,962 | $44,818 | $5,602iApproximate average salary by contribution assumption: employee only about $140,056 at 4% or $93,371 at 6%; with 50% employer match about $93,371 at 4% or $62,247 at 6%; with 100% employer match about $70,028 at 4% or $46,685 at 6%. |
| Kentucky Planning Partners LLC 401(K) Profit Sharing Plan | - | 8 | $273,962 | $44,818 | $5,602iApproximate average salary by contribution assumption: employee only about $140,056 at 4% or $93,371 at 6%; with 50% employer match about $93,371 at 4% or $62,247 at 6%; with 100% employer match about $70,028 at 4% or $46,685 at 6%. |
| 2016 | 1 | 7 | $190,564 | $38,936 | $5,562iApproximate average salary by contribution assumption: employee only about $139,057 at 4% or $92,705 at 6%; with 50% employer match about $92,705 at 4% or $61,803 at 6%; with 100% employer match about $69,529 at 4% or $46,352 at 6%. |
| Kentucky Planning Partners LLC 401(K) Profit Sharing Plan | - | 7 | $190,564 | $38,936 | $5,562iApproximate average salary by contribution assumption: employee only about $139,057 at 4% or $92,705 at 6%; with 50% employer match about $92,705 at 4% or $61,803 at 6%; with 100% employer match about $69,529 at 4% or $46,352 at 6%. |
| 2015 | 1 | 7 | $139,875 | $54,629 | $7,804iApproximate average salary by contribution assumption: employee only about $195,104 at 4% or $130,069 at 6%; with 50% employer match about $130,069 at 4% or $86,713 at 6%; with 100% employer match about $97,552 at 4% or $65,035 at 6%. |
| Kentucky Planning Partners LLC 401(K) Profit Sharing Plan | - | 7 | $139,875 | $54,629 | $7,804iApproximate average salary by contribution assumption: employee only about $195,104 at 4% or $130,069 at 6%; with 50% employer match about $130,069 at 4% or $86,713 at 6%; with 100% employer match about $97,552 at 4% or $65,035 at 6%. |
| 2014 | 1 | 5 | $92,329 | $45,145 | $9,029iApproximate average salary by contribution assumption: employee only about $225,725 at 4% or $150,483 at 6%; with 50% employer match about $150,483 at 4% or $100,322 at 6%; with 100% employer match about $112,863 at 4% or $75,242 at 6%. |
| Kentucky Planning Partners LLC 401(K) Profit Sharing Plan | - | 5 | $92,329 | $45,145 | $9,029iApproximate average salary by contribution assumption: employee only about $225,725 at 4% or $150,483 at 6%; with 50% employer match about $150,483 at 4% or $100,322 at 6%; with 100% employer match about $112,863 at 4% or $75,242 at 6%. |
| 2013 | 1 | 5 | $44,748 | $41,153 | $8,231iApproximate average salary by contribution assumption: employee only about $205,765 at 4% or $137,177 at 6%; with 50% employer match about $137,177 at 4% or $91,451 at 6%; with 100% employer match about $102,883 at 4% or $68,588 at 6%. |
| Kentucky Planning Partners LLC 401(K) Profit Sharing Plan | - | 5 | $44,748 | $41,153 | $8,231iApproximate average salary by contribution assumption: employee only about $205,765 at 4% or $137,177 at 6%; with 50% employer match about $137,177 at 4% or $91,451 at 6%; with 100% employer match about $102,883 at 4% or $68,588 at 6%. |