COLLEGE PLANNING SOURCE INC
Plan context: COLLEGE PLANNING SOURCE 401(K) PLAN
EIN 46-4647849 • San Diego, CA • 11 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$632,990
2025 Contributions
$58,964
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 | 1 | 6 | $632,990 | $58,964 | $9,827iApproximate average salary by contribution assumption: employee only about $245,683 at 4% or $163,789 at 6%; with 50% employer match about $163,789 at 4% or $109,193 at 6%; with 100% employer match about $122,842 at 4% or $81,894 at 6%. |
| COLLEGE PLANNING SOURCE 401(K) PLAN | - | 6 | $632,990 | $58,964 | $9,827iApproximate average salary by contribution assumption: employee only about $245,683 at 4% or $163,789 at 6%; with 50% employer match about $163,789 at 4% or $109,193 at 6%; with 100% employer match about $122,842 at 4% or $81,894 at 6%. |
| 2024 | 1 | 6 | $494,155 | $60,667 | $10,111iApproximate average salary by contribution assumption: employee only about $252,779 at 4% or $168,519 at 6%; with 50% employer match about $168,519 at 4% or $112,346 at 6%; with 100% employer match about $126,390 at 4% or $84,260 at 6%. |
| COLLEGE PLANNING SOURCE 401(K) PLAN | - | 6 | $494,155 | $60,667 | $10,111iApproximate average salary by contribution assumption: employee only about $252,779 at 4% or $168,519 at 6%; with 50% employer match about $168,519 at 4% or $112,346 at 6%; with 100% employer match about $126,390 at 4% or $84,260 at 6%. |
| 2023 | 1 | 7 | $373,403 | $67,374 | $9,625iApproximate average salary by contribution assumption: employee only about $240,621 at 4% or $160,414 at 6%; with 50% employer match about $160,414 at 4% or $106,943 at 6%; with 100% employer match about $120,311 at 4% or $80,207 at 6%. |
| COLLEGE PLANNING SOURCE 401(K) PLAN | - | 7 | $373,403 | $67,374 | $9,625iApproximate average salary by contribution assumption: employee only about $240,621 at 4% or $160,414 at 6%; with 50% employer match about $160,414 at 4% or $106,943 at 6%; with 100% employer match about $120,311 at 4% or $80,207 at 6%. |
| 2022 | 1 | 6 | $246,320 | $102,562 | $17,094iApproximate average salary by contribution assumption: employee only about $427,342 at 4% or $284,894 at 6%; with 50% employer match about $284,894 at 4% or $189,930 at 6%; with 100% employer match about $213,671 at 4% or $142,447 at 6%. |
| COLLEGE PLANNING SOURCE 401(K) PLAN | - | 6 | $246,320 | $102,562 | $17,094iApproximate average salary by contribution assumption: employee only about $427,342 at 4% or $284,894 at 6%; with 50% employer match about $284,894 at 4% or $189,930 at 6%; with 100% employer match about $213,671 at 4% or $142,447 at 6%. |
| 2021 | 1 | 7 | $189,060 | $48,471 | $6,924iApproximate average salary by contribution assumption: employee only about $173,111 at 4% or $115,407 at 6%; with 50% employer match about $115,407 at 4% or $76,938 at 6%; with 100% employer match about $86,555 at 4% or $57,704 at 6%. |
| COLLEGE PLANNING SOURCE 401(K) PLAN | - | 7 | $189,060 | $48,471 | $6,924iApproximate average salary by contribution assumption: employee only about $173,111 at 4% or $115,407 at 6%; with 50% employer match about $115,407 at 4% or $76,938 at 6%; with 100% employer match about $86,555 at 4% or $57,704 at 6%. |
| 2020 | 1 | 5 | $123,624 | $24,982 | $4,996iApproximate average salary by contribution assumption: employee only about $124,910 at 4% or $83,273 at 6%; with 50% employer match about $83,273 at 4% or $55,516 at 6%; with 100% employer match about $62,455 at 4% or $41,637 at 6%. |
| COLLEGE PLANNING SOURCE INC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $123,624 | $24,982 | $4,996iApproximate average salary by contribution assumption: employee only about $124,910 at 4% or $83,273 at 6%; with 50% employer match about $83,273 at 4% or $55,516 at 6%; with 100% employer match about $62,455 at 4% or $41,637 at 6%. |
| 2019 | 1 | 4 | $83,513 | $17,850 | $4,463iApproximate average salary by contribution assumption: employee only about $111,563 at 4% or $74,375 at 6%; with 50% employer match about $74,375 at 4% or $49,583 at 6%; with 100% employer match about $55,781 at 4% or $37,188 at 6%. |
| COLLEGE PLANNING SOURCE INC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $83,513 | $17,850 | $4,463iApproximate average salary by contribution assumption: employee only about $111,563 at 4% or $74,375 at 6%; with 50% employer match about $74,375 at 4% or $49,583 at 6%; with 100% employer match about $55,781 at 4% or $37,188 at 6%. |
| 2018 | 1 | 4 | $52,283 | $19,568 | $4,892iApproximate average salary by contribution assumption: employee only about $122,300 at 4% or $81,533 at 6%; with 50% employer match about $81,533 at 4% or $54,356 at 6%; with 100% employer match about $61,150 at 4% or $40,767 at 6%. |
| COLLEGE PLANNING SOURCE INC 401 K PROFIT SHARING PLAN TRUST | - | 4 | $52,283 | $19,568 | $4,892iApproximate average salary by contribution assumption: employee only about $122,300 at 4% or $81,533 at 6%; with 50% employer match about $81,533 at 4% or $54,356 at 6%; with 100% employer match about $61,150 at 4% or $40,767 at 6%. |
| 2017 | 1 | 4 | $48,914 | $20,749 | $5,187iApproximate average salary by contribution assumption: employee only about $129,681 at 4% or $86,454 at 6%; with 50% employer match about $86,454 at 4% or $57,636 at 6%; with 100% employer match about $64,841 at 4% or $43,227 at 6%. |
| COLLEGE PLANNING SOURCE INC 401 K PROFIT SHARING PLAN TRUST | - | 4 | $48,914 | $20,749 | $5,187iApproximate average salary by contribution assumption: employee only about $129,681 at 4% or $86,454 at 6%; with 50% employer match about $86,454 at 4% or $57,636 at 6%; with 100% employer match about $64,841 at 4% or $43,227 at 6%. |
| 2016 | 1 | 4 | $23,702 | $16,912 | $4,228iApproximate average salary by contribution assumption: employee only about $105,700 at 4% or $70,467 at 6%; with 50% employer match about $70,467 at 4% or $46,978 at 6%; with 100% employer match about $52,850 at 4% or $35,233 at 6%. |
| COLLEGE PLANNING SOURCE INC 401 K PROFIT SHARING PLAN TRUST | - | 4 | $23,702 | $16,912 | $4,228iApproximate average salary by contribution assumption: employee only about $105,700 at 4% or $70,467 at 6%; with 50% employer match about $70,467 at 4% or $46,978 at 6%; with 100% employer match about $52,850 at 4% or $35,233 at 6%. |
| 2015 | 1 | 2 | $5,921 | $6,172 | $3,086iApproximate average salary by contribution assumption: employee only about $77,150 at 4% or $51,433 at 6%; with 50% employer match about $51,433 at 4% or $34,289 at 6%; with 100% employer match about $38,575 at 4% or $25,717 at 6%. |
| COLLEGE PLANNING SOURCE INC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $5,921 | $6,172 | $3,086iApproximate average salary by contribution assumption: employee only about $77,150 at 4% or $51,433 at 6%; with 50% employer match about $51,433 at 4% or $34,289 at 6%; with 100% employer match about $38,575 at 4% or $25,717 at 6%. |