IRA PLAN PARTNERS, LLC
Plan context: IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST
EIN 46-4246162 • Westlake, OH • 16 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$2,293,271
2025 Contributions
$67,743
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 8 | $2,293,271 | $67,743 | $8,468iApproximate average salary by contribution assumption: employee only about $211,697 at 4% or $141,131 at 6%; with 50% employer match about $141,131 at 4% or $94,088 at 6%; with 100% employer match about $105,848 at 4% or $70,566 at 6%. |
| IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST | - | 2 | $1,902,809 | - | - |
| IRA PLAN PARTNERS LLC 401(K) PLAN | - | 8 | $390,462 | $67,743 | $8,468iApproximate average salary by contribution assumption: employee only about $211,697 at 4% or $141,131 at 6%; with 50% employer match about $141,131 at 4% or $94,088 at 6%; with 100% employer match about $105,848 at 4% or $70,566 at 6%. |
| 2024 | 2 | 9 | $2,176,979 | $356,155 | $39,573iApproximate average salary by contribution assumption: employee only about $989,319 at 4% or $659,546 at 6%; with 50% employer match about $659,546 at 4% or $439,698 at 6%; with 100% employer match about $494,660 at 4% or $329,773 at 6%. |
| IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST | - | 2 | $1,842,957 | $310,000 | $155,000iApproximate average salary by contribution assumption: employee only about $3,875,000 at 4% or $2,583,333 at 6%; with 50% employer match about $2,583,333 at 4% or $1,722,222 at 6%; with 100% employer match about $1,937,500 at 4% or $1,291,667 at 6%. |
| IRA PLAN PARTNERS LLC 401(K) PLAN | - | 9 | $334,022 | $46,155 | $5,128iApproximate average salary by contribution assumption: employee only about $128,208 at 4% or $85,472 at 6%; with 50% employer match about $85,472 at 4% or $56,981 at 6%; with 100% employer match about $64,104 at 4% or $42,736 at 6%. |
| 2023 | 2 | 5 | $1,746,986 | $73,348 | $14,670iApproximate average salary by contribution assumption: employee only about $366,740 at 4% or $244,493 at 6%; with 50% employer match about $244,493 at 4% or $162,996 at 6%; with 100% employer match about $183,370 at 4% or $122,247 at 6%. |
| IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST | - | 2 | $1,483,385 | - | - |
| IRA PLAN PARTNERS LLC 401(K) PLAN | - | 5 | $263,601 | $73,348 | $14,670iApproximate average salary by contribution assumption: employee only about $366,740 at 4% or $244,493 at 6%; with 50% employer match about $244,493 at 4% or $162,996 at 6%; with 100% employer match about $183,370 at 4% or $122,247 at 6%. |
| 2022 | 2 | 4 | $1,614,156 | $397,355 | $99,339iApproximate average salary by contribution assumption: employee only about $2,483,469 at 4% or $1,655,646 at 6%; with 50% employer match about $1,655,646 at 4% or $1,103,764 at 6%; with 100% employer match about $1,241,734 at 4% or $827,823 at 6%. |
| IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $1,447,007 | $370,000 | $123,333iApproximate average salary by contribution assumption: employee only about $3,083,333 at 4% or $2,055,556 at 6%; with 50% employer match about $2,055,556 at 4% or $1,370,370 at 6%; with 100% employer match about $1,541,667 at 4% or $1,027,778 at 6%. |
| IRA PLAN PARTNERS LLC 401(K) PLAN | - | 4 | $167,149 | $27,355 | $6,839iApproximate average salary by contribution assumption: employee only about $170,969 at 4% or $113,979 at 6%; with 50% employer match about $113,979 at 4% or $75,986 at 6%; with 100% employer match about $85,484 at 4% or $56,990 at 6%. |
| 2021 | 2 | 4 | $1,239,623 | $395,606 | $98,902iApproximate average salary by contribution assumption: employee only about $2,472,538 at 4% or $1,648,358 at 6%; with 50% employer match about $1,648,358 at 4% or $1,098,906 at 6%; with 100% employer match about $1,236,269 at 4% or $824,179 at 6%. |
| IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST | - | 2 | $1,061,496 | $353,700 | $176,850iApproximate average salary by contribution assumption: employee only about $4,421,250 at 4% or $2,947,500 at 6%; with 50% employer match about $2,947,500 at 4% or $1,965,000 at 6%; with 100% employer match about $2,210,625 at 4% or $1,473,750 at 6%. |
| IRA PLAN PARTNERS LLC 401(K) PLAN | - | 4 | $178,127 | $41,906 | $10,477iApproximate average salary by contribution assumption: employee only about $261,913 at 4% or $174,608 at 6%; with 50% employer match about $174,608 at 4% or $116,406 at 6%; with 100% employer match about $130,956 at 4% or $87,304 at 6%. |
| 2020 | 2 | 5 | $820,263 | $380,900 | $76,180iApproximate average salary by contribution assumption: employee only about $1,904,500 at 4% or $1,269,667 at 6%; with 50% employer match about $1,269,667 at 4% or $846,444 at 6%; with 100% employer match about $952,250 at 4% or $634,833 at 6%. |
| IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST | - | 2 | $694,718 | $340,029 | $170,015iApproximate average salary by contribution assumption: employee only about $4,250,363 at 4% or $2,833,575 at 6%; with 50% employer match about $2,833,575 at 4% or $1,889,050 at 6%; with 100% employer match about $2,125,181 at 4% or $1,416,788 at 6%. |
| IRA PLAN PARTNERS LLC 401(K) PLAN | - | 5 | $125,545 | $40,871 | $8,174iApproximate average salary by contribution assumption: employee only about $204,355 at 4% or $136,237 at 6%; with 50% employer match about $136,237 at 4% or $90,824 at 6%; with 100% employer match about $102,178 at 4% or $68,118 at 6%. |
| 2019 | 2 | 6 | $427,417 | $420,607 | $70,101iApproximate average salary by contribution assumption: employee only about $1,752,529 at 4% or $1,168,353 at 6%; with 50% employer match about $1,168,353 at 4% or $778,902 at 6%; with 100% employer match about $876,265 at 4% or $584,176 at 6%. |
| IRA PLAN PARTNERS, LLC DBA IPLANGROUP DEFINED BENEFIT PENSION PLAN AND TRUST | - | 2 | $346,525 | $342,760 | $171,380iApproximate average salary by contribution assumption: employee only about $4,284,500 at 4% or $2,856,333 at 6%; with 50% employer match about $2,856,333 at 4% or $1,904,222 at 6%; with 100% employer match about $2,142,250 at 4% or $1,428,167 at 6%. |
| IRA PLAN PARTNERS LLC 401(K) PLAN | - | 6 | $80,892 | $77,847 | $12,975iApproximate average salary by contribution assumption: employee only about $324,363 at 4% or $216,242 at 6%; with 50% employer match about $216,242 at 4% or $144,161 at 6%; with 100% employer match about $162,181 at 4% or $108,121 at 6%. |
| 2018 | 1 | 7 | $29,906 | $33,424 | $4,775iApproximate average salary by contribution assumption: employee only about $119,371 at 4% or $79,581 at 6%; with 50% employer match about $79,581 at 4% or $53,054 at 6%; with 100% employer match about $59,686 at 4% or $39,790 at 6%. |
| IRA PLAN PARTNERS, LLC 401(K) PLAN | - | 7 | $29,906 | $33,424 | $4,775iApproximate average salary by contribution assumption: employee only about $119,371 at 4% or $79,581 at 6%; with 50% employer match about $79,581 at 4% or $53,054 at 6%; with 100% employer match about $59,686 at 4% or $39,790 at 6%. |
| 2017 | 1 | 0 | $0 | $0 | - |
| IRA PLAN PARTNERS, LLC 401(K) PLAN | - | 0 | $0 | - | - |