Advanced College Planning LLC
Plan context: Advanced College Planning Cash Balance Plan
EIN 47-5262564 • Rocky Hill, CT • 14 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
9
2022 Assets
$1,566,301
2022 Contributions
$2,135
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 |
|---|---|---|---|---|---|
| 2022 | 2 | 0 | $0 | $0 | - |
| Advanced College Planning Cash Balance Plan | - | 0 | $0 | - | - |
| Advanced College Planning LLC 401(K) Plan | - | 0 | $0 | - | - |
| 2021 | 2 | 9 | $1,566,301 | $2,135 | $237iApproximate average salary by contribution assumption: employee only about $5,931 at 4% or $3,954 at 6%; with 50% employer match about $3,954 at 4% or $2,636 at 6%; with 100% employer match about $2,965 at 4% or $1,977 at 6%. |
| Advanced College Planning Cash Balance Plan | - | 6 | $1,124,537 | - | - |
| Advanced College Planning LLC 401(K) Plan | - | 9 | $441,764 | $2,135 | $237iApproximate average salary by contribution assumption: employee only about $5,931 at 4% or $3,954 at 6%; with 50% employer match about $3,954 at 4% or $2,636 at 6%; with 100% employer match about $2,965 at 4% or $1,977 at 6%. |
| 2020 | 2 | 8 | $1,497,939 | $45,378 | $5,672iApproximate average salary by contribution assumption: employee only about $141,806 at 4% or $94,538 at 6%; with 50% employer match about $94,538 at 4% or $63,025 at 6%; with 100% employer match about $70,903 at 4% or $47,269 at 6%. |
| Advanced College Planning Cash Balance Plan | - | 5 | $1,105,156 | - | - |
| Advanced College Planning LLC 401(K) Plan | - | 8 | $392,783 | $45,378 | $5,672iApproximate average salary by contribution assumption: employee only about $141,806 at 4% or $94,538 at 6%; with 50% employer match about $94,538 at 4% or $63,025 at 6%; with 100% employer match about $70,903 at 4% or $47,269 at 6%. |
| 2019 | 2 | 5 | $1,371,131 | $304,058 | $60,812iApproximate average salary by contribution assumption: employee only about $1,520,290 at 4% or $1,013,527 at 6%; with 50% employer match about $1,013,527 at 4% or $675,684 at 6%; with 100% employer match about $760,145 at 4% or $506,763 at 6%. |
| Advanced College Planning Cash Balance Plan | - | 4 | $1,082,532 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| Advanced College Planning LLC 401(K) Plan | - | 5 | $288,599 | $54,058 | $10,812iApproximate average salary by contribution assumption: employee only about $270,290 at 4% or $180,193 at 6%; with 50% employer match about $180,193 at 4% or $120,129 at 6%; with 100% employer match about $135,145 at 4% or $90,097 at 6%. |
| 2018 | 2 | 5 | $1,018,216 | $349,347 | $69,869iApproximate average salary by contribution assumption: employee only about $1,746,735 at 4% or $1,164,490 at 6%; with 50% employer match about $1,164,490 at 4% or $776,327 at 6%; with 100% employer match about $873,367 at 4% or $582,245 at 6%. |
| Advanced College Planning Cash Balance Plan | - | 4 | $826,252 | $300,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Advanced College Planning LLC 401(K) Plan | - | 5 | $191,964 | $49,347 | $9,869iApproximate average salary by contribution assumption: employee only about $246,735 at 4% or $164,490 at 6%; with 50% employer match about $164,490 at 4% or $109,660 at 6%; with 100% employer match about $123,368 at 4% or $82,245 at 6%. |
| 2017 | 2 | 3 | $663,440 | $245,122 | $81,707iApproximate average salary by contribution assumption: employee only about $2,042,683 at 4% or $1,361,789 at 6%; with 50% employer match about $1,361,789 at 4% or $907,859 at 6%; with 100% employer match about $1,021,342 at 4% or $680,894 at 6%. |
| Advanced College Planning Cash Balance Plan | - | 3 | $510,946 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Advanced College Planning LLC 401(K) Plan | - | 3 | $152,494 | $45,122 | $15,041iApproximate average salary by contribution assumption: employee only about $376,017 at 4% or $250,678 at 6%; with 50% employer match about $250,678 at 4% or $167,119 at 6%; with 100% employer match about $188,008 at 4% or $125,339 at 6%. |
| 2016 | 2 | 3 | $390,989 | $244,969 | $81,656iApproximate average salary by contribution assumption: employee only about $2,041,408 at 4% or $1,360,939 at 6%; with 50% employer match about $1,360,939 at 4% or $907,293 at 6%; with 100% employer match about $1,020,704 at 4% or $680,469 at 6%. |
| Advanced College Planning Cash Balance Plan | - | 3 | $303,141 | $200,700 | $66,900iApproximate average salary by contribution assumption: employee only about $1,672,500 at 4% or $1,115,000 at 6%; with 50% employer match about $1,115,000 at 4% or $743,333 at 6%; with 100% employer match about $836,250 at 4% or $557,500 at 6%. |
| Advanced College Planning LLC 401(K) Plan | - | 3 | $87,848 | $44,269 | $14,756iApproximate average salary by contribution assumption: employee only about $368,908 at 4% or $245,939 at 6%; with 50% employer match about $245,939 at 4% or $163,959 at 6%; with 100% employer match about $184,454 at 4% or $122,969 at 6%. |