Capital Planning LLC
Plan context: Capital Planning LLC 401(K) Plan
EIN 46-4134688 • Bellevue, WA • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$2,728,848
2024 Contributions
$323,252
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 | 15 | $2,728,848 | $323,252 | $21,550iApproximate average salary by contribution assumption: employee only about $538,753 at 4% or $359,169 at 6%; with 50% employer match about $359,169 at 4% or $239,446 at 6%; with 100% employer match about $269,377 at 4% or $179,584 at 6%. |
| Capital Planning LLC 401(K) Plan | - | 15 | $2,728,848 | $323,252 | $21,550iApproximate average salary by contribution assumption: employee only about $538,753 at 4% or $359,169 at 6%; with 50% employer match about $359,169 at 4% or $239,446 at 6%; with 100% employer match about $269,377 at 4% or $179,584 at 6%. |
| 2023 | 1 | 15 | $2,072,190 | $288,867 | $19,258iApproximate average salary by contribution assumption: employee only about $481,445 at 4% or $320,963 at 6%; with 50% employer match about $320,963 at 4% or $213,976 at 6%; with 100% employer match about $240,723 at 4% or $160,482 at 6%. |
| Capital Planning LLC 401(K) Plan | - | 15 | $2,072,190 | $288,867 | $19,258iApproximate average salary by contribution assumption: employee only about $481,445 at 4% or $320,963 at 6%; with 50% employer match about $320,963 at 4% or $213,976 at 6%; with 100% employer match about $240,723 at 4% or $160,482 at 6%. |
| 2022 | 1 | 13 | $1,493,819 | $259,779 | $19,983iApproximate average salary by contribution assumption: employee only about $499,575 at 4% or $333,050 at 6%; with 50% employer match about $333,050 at 4% or $222,033 at 6%; with 100% employer match about $249,788 at 4% or $166,525 at 6%. |
| Capital Planning LLC 401(K) Plan | - | 13 | $1,493,819 | $259,779 | $19,983iApproximate average salary by contribution assumption: employee only about $499,575 at 4% or $333,050 at 6%; with 50% employer match about $333,050 at 4% or $222,033 at 6%; with 100% employer match about $249,788 at 4% or $166,525 at 6%. |
| 2021 | 1 | 13 | $2,147,322 | $239,817 | $18,447iApproximate average salary by contribution assumption: employee only about $461,187 at 4% or $307,458 at 6%; with 50% employer match about $307,458 at 4% or $204,972 at 6%; with 100% employer match about $230,593 at 4% or $153,729 at 6%. |
| Capital Planning LLC 401(K) Plan | - | 13 | $2,147,322 | $239,817 | $18,447iApproximate average salary by contribution assumption: employee only about $461,187 at 4% or $307,458 at 6%; with 50% employer match about $307,458 at 4% or $204,972 at 6%; with 100% employer match about $230,593 at 4% or $153,729 at 6%. |
| 2020 | 1 | 12 | $1,619,932 | $479,676 | $39,973iApproximate average salary by contribution assumption: employee only about $999,325 at 4% or $666,217 at 6%; with 50% employer match about $666,217 at 4% or $444,144 at 6%; with 100% employer match about $499,663 at 4% or $333,108 at 6%. |
| Capital Planning LLC 401(K) Plan | - | 12 | $1,619,932 | $479,676 | $39,973iApproximate average salary by contribution assumption: employee only about $999,325 at 4% or $666,217 at 6%; with 50% employer match about $666,217 at 4% or $444,144 at 6%; with 100% employer match about $499,663 at 4% or $333,108 at 6%. |
| 2019 | 1 | 22 | $976,488 | $293,924 | $13,360iApproximate average salary by contribution assumption: employee only about $334,005 at 4% or $222,670 at 6%; with 50% employer match about $222,670 at 4% or $148,446 at 6%; with 100% employer match about $167,002 at 4% or $111,335 at 6%. |
| Capital Planning LLC 401(K) Plan | - | 22 | $976,488 | $293,924 | $13,360iApproximate average salary by contribution assumption: employee only about $334,005 at 4% or $222,670 at 6%; with 50% employer match about $222,670 at 4% or $148,446 at 6%; with 100% employer match about $167,002 at 4% or $111,335 at 6%. |
| 2018 | 1 | 19 | $618,332 | $252,125 | $13,270iApproximate average salary by contribution assumption: employee only about $331,743 at 4% or $221,162 at 6%; with 50% employer match about $221,162 at 4% or $147,442 at 6%; with 100% employer match about $165,872 at 4% or $110,581 at 6%. |
| Capital Planning LLC 401(K) Plan | - | 19 | $618,332 | $252,125 | $13,270iApproximate average salary by contribution assumption: employee only about $331,743 at 4% or $221,162 at 6%; with 50% employer match about $221,162 at 4% or $147,442 at 6%; with 100% employer match about $165,872 at 4% or $110,581 at 6%. |
| 2017 | 1 | 15 | $443,274 | $148,585 | $9,906iApproximate average salary by contribution assumption: employee only about $247,642 at 4% or $165,094 at 6%; with 50% employer match about $165,094 at 4% or $110,063 at 6%; with 100% employer match about $123,821 at 4% or $82,547 at 6%. |
| Capital Planning LLC 401(K) Plan | - | 15 | $443,274 | $148,585 | $9,906iApproximate average salary by contribution assumption: employee only about $247,642 at 4% or $165,094 at 6%; with 50% employer match about $165,094 at 4% or $110,063 at 6%; with 100% employer match about $123,821 at 4% or $82,547 at 6%. |
| 2016 | 1 | 12 | $232,993 | $124,827 | $10,402iApproximate average salary by contribution assumption: employee only about $260,056 at 4% or $173,371 at 6%; with 50% employer match about $173,371 at 4% or $115,581 at 6%; with 100% employer match about $130,028 at 4% or $86,685 at 6%. |
| Capital Planning LLC 401(K) Plan | - | 12 | $232,993 | $124,827 | $10,402iApproximate average salary by contribution assumption: employee only about $260,056 at 4% or $173,371 at 6%; with 50% employer match about $173,371 at 4% or $115,581 at 6%; with 100% employer match about $130,028 at 4% or $86,685 at 6%. |
| 2015 | 1 | 9 | $94,732 | $95,847 | $10,650iApproximate average salary by contribution assumption: employee only about $266,242 at 4% or $177,494 at 6%; with 50% employer match about $177,494 at 4% or $118,330 at 6%; with 100% employer match about $133,121 at 4% or $88,747 at 6%. |
| Capital Planning LLC 401(K) Plan | - | 9 | $94,732 | $95,847 | $10,650iApproximate average salary by contribution assumption: employee only about $266,242 at 4% or $177,494 at 6%; with 50% employer match about $177,494 at 4% or $118,330 at 6%; with 100% employer match about $133,121 at 4% or $88,747 at 6%. |