Secure Planning Strategies Inc.
Plan context: Secure Planning Strategies Cash Balance Plan
EIN 47-2371529 • Southfield, MI • 8 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
7
2018 Assets
$1,945,548
2018 Contributions
$528,134
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 7 | $1,945,548 | $528,134 | $75,448iApproximate average salary by contribution assumption: employee only about $1,886,193 at 4% or $1,257,462 at 6%; with 50% employer match about $1,257,462 at 4% or $838,308 at 6%; with 100% employer match about $943,096 at 4% or $628,731 at 6%. |
| Secure Planning Strategies Cash Balance Plan | - | 7 | $1,377,629 | $345,000 | $49,286iApproximate average salary by contribution assumption: employee only about $1,232,143 at 4% or $821,429 at 6%; with 50% employer match about $821,429 at 4% or $547,619 at 6%; with 100% employer match about $616,071 at 4% or $410,714 at 6%. |
| Secure Planning Strategies Profit Sharing Plan | - | 7 | $567,919 | $183,134 | $26,162iApproximate average salary by contribution assumption: employee only about $654,050 at 4% or $436,033 at 6%; with 50% employer match about $436,033 at 4% or $290,689 at 6%; with 100% employer match about $327,025 at 4% or $218,017 at 6%. |
| 2017 | 2 | 8 | $1,558,100 | $553,413 | $69,177iApproximate average salary by contribution assumption: employee only about $1,729,416 at 4% or $1,152,944 at 6%; with 50% employer match about $1,152,944 at 4% or $768,629 at 6%; with 100% employer match about $864,708 at 4% or $576,472 at 6%. |
| Secure Planning Strategies Cash Balance Plan | - | 8 | $1,144,801 | $347,636 | $43,455iApproximate average salary by contribution assumption: employee only about $1,086,363 at 4% or $724,242 at 6%; with 50% employer match about $724,242 at 4% or $482,828 at 6%; with 100% employer match about $543,181 at 4% or $362,121 at 6%. |
| Secure Planning Strategies Profit Sharing Plan | - | 7 | $413,299 | $205,777 | $29,397iApproximate average salary by contribution assumption: employee only about $734,918 at 4% or $489,945 at 6%; with 50% employer match about $489,945 at 4% or $326,630 at 6%; with 100% employer match about $367,459 at 4% or $244,973 at 6%. |
| 2016 | 2 | 8 | $894,251 | $445,777 | $55,722iApproximate average salary by contribution assumption: employee only about $1,393,053 at 4% or $928,702 at 6%; with 50% employer match about $928,702 at 4% or $619,135 at 6%; with 100% employer match about $696,527 at 4% or $464,351 at 6%. |
| Secure Planning Strategies Cash Balance Plan | - | 8 | $701,622 | $337,690 | $42,211iApproximate average salary by contribution assumption: employee only about $1,055,281 at 4% or $703,521 at 6%; with 50% employer match about $703,521 at 4% or $469,014 at 6%; with 100% employer match about $527,641 at 4% or $351,760 at 6%. |
| Secure Planning Strategies Profit Sharing Plan | - | 6 | $192,629 | $108,087 | $18,015iApproximate average salary by contribution assumption: employee only about $450,363 at 4% or $300,242 at 6%; with 50% employer match about $300,242 at 4% or $200,161 at 6%; with 100% employer match about $225,181 at 4% or $150,121 at 6%. |
| 2015 | 2 | 8 | $405,549 | $405,547 | $50,693iApproximate average salary by contribution assumption: employee only about $1,267,334 at 4% or $844,890 at 6%; with 50% employer match about $844,890 at 4% or $563,260 at 6%; with 100% employer match about $633,667 at 4% or $422,445 at 6%. |
| Secure Planning Strategies Cash Balance Plan | - | 8 | $329,990 | $329,988 | $41,249iApproximate average salary by contribution assumption: employee only about $1,031,213 at 4% or $687,475 at 6%; with 50% employer match about $687,475 at 4% or $458,317 at 6%; with 100% employer match about $515,606 at 4% or $343,738 at 6%. |
| Secure Planning Strategies Profit Sharing Plan | - | 5 | $75,559 | $75,559 | $15,112iApproximate average salary by contribution assumption: employee only about $377,795 at 4% or $251,863 at 6%; with 50% employer match about $251,863 at 4% or $167,909 at 6%; with 100% employer match about $188,898 at 4% or $125,932 at 6%. |