Civic Intelligence

Ivey Planning Group LLC

Plan context: Ivey Planning Group LLC 401K Profit Sharing Plan

EIN 51-0481117 • Lake Mary, FL • 12 filings • 2 plans

691 Keeneland PikeLake Mary, FL 32746
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$472,830

2015 Contributions

$880

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$524,263$262,132$0200420092014YearValue
$472,830Latest year 2014

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530200420092014YearValue
2Latest year 2014

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201510$0$0-
Ivey Planning Group LLC 401K Profit Sharing Plan-0$0--
201412$472,830$0-
Ivey Planning Group LLC 401K Profit Sharing Plan-2$472,830--
201314$524,263$0-
Ivey Planning Group LLC 401K Profit Sharing Plan-4$524,263--
201214$516,631$0-
Ivey Planning Group LLC 401K Profit Sharing Plan-4$516,631--
201114$500,944$880$220iApproximate average salary by contribution assumption: employee only about $5,500 at 4% or $3,667 at 6%; with 50% employer match about $3,667 at 4% or $2,444 at 6%; with 100% employer match about $2,750 at 4% or $1,833 at 6%.
Ivey Planning Group LLC 401K Profit Sharing Plan-4$500,944$880$220iApproximate average salary by contribution assumption: employee only about $5,500 at 4% or $3,667 at 6%; with 50% employer match about $3,667 at 4% or $2,444 at 6%; with 100% employer match about $2,750 at 4% or $1,833 at 6%.
201015$509,810$2,330$466iApproximate average salary by contribution assumption: employee only about $11,650 at 4% or $7,767 at 6%; with 50% employer match about $7,767 at 4% or $5,178 at 6%; with 100% employer match about $5,825 at 4% or $3,883 at 6%.
Ivey Planning Group LLC 401K Profit Sharing Plan-5$509,810$2,330$466iApproximate average salary by contribution assumption: employee only about $11,650 at 4% or $7,767 at 6%; with 50% employer match about $7,767 at 4% or $5,178 at 6%; with 100% employer match about $5,825 at 4% or $3,883 at 6%.
200915$473,417$10,114$2,023iApproximate average salary by contribution assumption: employee only about $50,570 at 4% or $33,713 at 6%; with 50% employer match about $33,713 at 4% or $22,476 at 6%; with 100% employer match about $25,285 at 4% or $16,857 at 6%.
Ivey Planning Group LLC 401K Profit Sharing Plan-5$473,417$10,114$2,023iApproximate average salary by contribution assumption: employee only about $50,570 at 4% or $33,713 at 6%; with 50% employer match about $33,713 at 4% or $22,476 at 6%; with 100% employer match about $25,285 at 4% or $16,857 at 6%.
200815$409,353$33,300$6,660iApproximate average salary by contribution assumption: employee only about $166,500 at 4% or $111,000 at 6%; with 50% employer match about $111,000 at 4% or $74,000 at 6%; with 100% employer match about $83,250 at 4% or $55,500 at 6%.
Ivey Planning Group LLC 401K Profit Sharing Plan-5$409,353$33,300$6,660iApproximate average salary by contribution assumption: employee only about $166,500 at 4% or $111,000 at 6%; with 50% employer match about $111,000 at 4% or $74,000 at 6%; with 100% employer match about $83,250 at 4% or $55,500 at 6%.
200715$507,286$80,147$16,029iApproximate average salary by contribution assumption: employee only about $400,735 at 4% or $267,157 at 6%; with 50% employer match about $267,157 at 4% or $178,104 at 6%; with 100% employer match about $200,368 at 4% or $133,578 at 6%.
Ivey Planning Group LLC 401K Profit Sharing Plan-5$507,286$80,147$16,029iApproximate average salary by contribution assumption: employee only about $400,735 at 4% or $267,157 at 6%; with 50% employer match about $267,157 at 4% or $178,104 at 6%; with 100% employer match about $200,368 at 4% or $133,578 at 6%.
200612$407,759$54,791$27,396iApproximate average salary by contribution assumption: employee only about $684,888 at 4% or $456,592 at 6%; with 50% employer match about $456,592 at 4% or $304,394 at 6%; with 100% employer match about $342,444 at 4% or $228,296 at 6%.
Ivey Planning Group LLC 401K Profit Sharing Plan-2$407,759$54,791$27,396iApproximate average salary by contribution assumption: employee only about $684,888 at 4% or $456,592 at 6%; with 50% employer match about $456,592 at 4% or $304,394 at 6%; with 100% employer match about $342,444 at 4% or $228,296 at 6%.
200512$325,004$43,336$21,668iApproximate average salary by contribution assumption: employee only about $541,700 at 4% or $361,133 at 6%; with 50% employer match about $361,133 at 4% or $240,756 at 6%; with 100% employer match about $270,850 at 4% or $180,567 at 6%.
Ivey Planning Group LLC 401K Profit Sharing Plan-2$325,004$43,336$21,668iApproximate average salary by contribution assumption: employee only about $541,700 at 4% or $361,133 at 6%; with 50% employer match about $361,133 at 4% or $240,756 at 6%; with 100% employer match about $270,850 at 4% or $180,567 at 6%.
200413$311,463$312,413$104,138iApproximate average salary by contribution assumption: employee only about $2,603,442 at 4% or $1,735,628 at 6%; with 50% employer match about $1,735,628 at 4% or $1,157,085 at 6%; with 100% employer match about $1,301,721 at 4% or $867,814 at 6%.
Ivey Planning Group LLC 401K Profit Sharing Plan-3$311,463$312,413$104,138iApproximate average salary by contribution assumption: employee only about $2,603,442 at 4% or $1,735,628 at 6%; with 50% employer match about $1,735,628 at 4% or $1,157,085 at 6%; with 100% employer match about $1,301,721 at 4% or $867,814 at 6%.