Civic Intelligence

Boyer Financial Planning Inc.

Plan context: Boyer Financial Planning Inc. 401(K) Profit Sharing Plan

EIN 45-4980066 • Somerset, PA • 11 filings • 1 plans

107 Georgian PlaceSomerset, PA 15501
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,498,086

2024 Contributions

$159,004

Historical Graphs

Total Assets Over Time

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

$2,498,086$1,249,043$0201420192024YearValue
$2,498,086Latest year 2024

Participants Over Time

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

630201420192024YearValue
5Latest year 2024

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
202415$2,498,086$159,004$31,801iApproximate average salary by contribution assumption: employee only about $795,020 at 4% or $530,013 at 6%; with 50% employer match about $530,013 at 4% or $353,342 at 6%; with 100% employer match about $397,510 at 4% or $265,007 at 6%.
Boyer Financial Planning Inc. 401(K) Profit Sharing Plan-5$2,498,086$159,004$31,801iApproximate average salary by contribution assumption: employee only about $795,020 at 4% or $530,013 at 6%; with 50% employer match about $530,013 at 4% or $353,342 at 6%; with 100% employer match about $397,510 at 4% or $265,007 at 6%.
202315$1,954,402$139,757$27,951iApproximate average salary by contribution assumption: employee only about $698,785 at 4% or $465,857 at 6%; with 50% employer match about $465,857 at 4% or $310,571 at 6%; with 100% employer match about $349,393 at 4% or $232,928 at 6%.
Boyer Financial Planning Inc. 401(K) Profit Sharing Plan-5$1,954,402$139,757$27,951iApproximate average salary by contribution assumption: employee only about $698,785 at 4% or $465,857 at 6%; with 50% employer match about $465,857 at 4% or $310,571 at 6%; with 100% employer match about $349,393 at 4% or $232,928 at 6%.
202215$1,485,263$127,384$25,477iApproximate average salary by contribution assumption: employee only about $636,920 at 4% or $424,613 at 6%; with 50% employer match about $424,613 at 4% or $283,076 at 6%; with 100% employer match about $318,460 at 4% or $212,307 at 6%.
Boyer Financial Planning Inc. 401(K) Profit Sharing Plan-5$1,485,263$127,384$25,477iApproximate average salary by contribution assumption: employee only about $636,920 at 4% or $424,613 at 6%; with 50% employer match about $424,613 at 4% or $283,076 at 6%; with 100% employer match about $318,460 at 4% or $212,307 at 6%.
202115$1,664,611$121,783$24,357iApproximate average salary by contribution assumption: employee only about $608,915 at 4% or $405,943 at 6%; with 50% employer match about $405,943 at 4% or $270,629 at 6%; with 100% employer match about $304,458 at 4% or $202,972 at 6%.
Boyer Financial Planning Inc. 401(K) Profit Sharing Plan-5$1,664,611$121,783$24,357iApproximate average salary by contribution assumption: employee only about $608,915 at 4% or $405,943 at 6%; with 50% employer match about $405,943 at 4% or $270,629 at 6%; with 100% employer match about $304,458 at 4% or $202,972 at 6%.
202015$1,294,085$107,819$21,564iApproximate average salary by contribution assumption: employee only about $539,095 at 4% or $359,397 at 6%; with 50% employer match about $359,397 at 4% or $239,598 at 6%; with 100% employer match about $269,548 at 4% or $179,698 at 6%.
Boyer Financial Planning Inc. 401(K) Profit Sharing Plan-5$1,294,085$107,819$21,564iApproximate average salary by contribution assumption: employee only about $539,095 at 4% or $359,397 at 6%; with 50% employer match about $359,397 at 4% or $239,598 at 6%; with 100% employer match about $269,548 at 4% or $179,698 at 6%.
201915$986,371$99,972$19,994iApproximate average salary by contribution assumption: employee only about $499,860 at 4% or $333,240 at 6%; with 50% employer match about $333,240 at 4% or $222,160 at 6%; with 100% employer match about $249,930 at 4% or $166,620 at 6%.
Boyer Financial Planning Inc. 401(K) Profit Sharing Plan-5$986,371$99,972$19,994iApproximate average salary by contribution assumption: employee only about $499,860 at 4% or $333,240 at 6%; with 50% employer match about $333,240 at 4% or $222,160 at 6%; with 100% employer match about $249,930 at 4% or $166,620 at 6%.
201816$709,919$95,268$15,878iApproximate average salary by contribution assumption: employee only about $396,950 at 4% or $264,633 at 6%; with 50% employer match about $264,633 at 4% or $176,422 at 6%; with 100% employer match about $198,475 at 4% or $132,317 at 6%.
Boyer Financial Planning Inc. 401(K) Profit Sharing Plan-6$709,919$95,268$15,878iApproximate average salary by contribution assumption: employee only about $396,950 at 4% or $264,633 at 6%; with 50% employer match about $264,633 at 4% or $176,422 at 6%; with 100% employer match about $198,475 at 4% or $132,317 at 6%.
201715$649,487$89,309$17,862iApproximate average salary by contribution assumption: employee only about $446,545 at 4% or $297,697 at 6%; with 50% employer match about $297,697 at 4% or $198,464 at 6%; with 100% employer match about $223,273 at 4% or $148,848 at 6%.
Boyer Financial Planning Inc. 401(K) Profit Sharing Plan-5$649,487$89,309$17,862iApproximate average salary by contribution assumption: employee only about $446,545 at 4% or $297,697 at 6%; with 50% employer match about $297,697 at 4% or $198,464 at 6%; with 100% employer match about $223,273 at 4% or $148,848 at 6%.
201614$460,479$85,209$21,302iApproximate average salary by contribution assumption: employee only about $532,556 at 4% or $355,038 at 6%; with 50% employer match about $355,038 at 4% or $236,692 at 6%; with 100% employer match about $266,278 at 4% or $177,519 at 6%.
Boyer Financial Planning Inc. 401(K) Profit Sharing Plan-4$460,479$85,209$21,302iApproximate average salary by contribution assumption: employee only about $532,556 at 4% or $355,038 at 6%; with 50% employer match about $355,038 at 4% or $236,692 at 6%; with 100% employer match about $266,278 at 4% or $177,519 at 6%.
201515$339,913$81,560$16,312iApproximate average salary by contribution assumption: employee only about $407,800 at 4% or $271,867 at 6%; with 50% employer match about $271,867 at 4% or $181,244 at 6%; with 100% employer match about $203,900 at 4% or $135,933 at 6%.
Boyer Financial Planning Inc. 401(K) Profit Sharing Plan-5$339,913$81,560$16,312iApproximate average salary by contribution assumption: employee only about $407,800 at 4% or $271,867 at 6%; with 50% employer match about $271,867 at 4% or $181,244 at 6%; with 100% employer match about $203,900 at 4% or $135,933 at 6%.
201415$287,710$273,968$54,794iApproximate average salary by contribution assumption: employee only about $1,369,840 at 4% or $913,227 at 6%; with 50% employer match about $913,227 at 4% or $608,818 at 6%; with 100% employer match about $684,920 at 4% or $456,613 at 6%.
Boyer Financial Planning Inc. 401(K) Profit Sharing Plan-5$287,710$273,968$54,794iApproximate average salary by contribution assumption: employee only about $1,369,840 at 4% or $913,227 at 6%; with 50% employer match about $913,227 at 4% or $608,818 at 6%; with 100% employer match about $684,920 at 4% or $456,613 at 6%.