Innovative Benefit Planning, L.L.C.
Plan context: INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN
EIN 52-2072161 • Moorestown, NJ • 31 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$5,246,036
2024 Contributions
$492,725
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 39 | $5,246,036 | $492,725 | $12,634iApproximate average salary by contribution assumption: employee only about $315,849 at 4% or $210,566 at 6%; with 50% employer match about $210,566 at 4% or $140,377 at 6%; with 100% employer match about $157,925 at 4% or $105,283 at 6%. |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 39 | $5,246,036 | $492,725 | $12,634iApproximate average salary by contribution assumption: employee only about $315,849 at 4% or $210,566 at 6%; with 50% employer match about $210,566 at 4% or $140,377 at 6%; with 100% employer match about $157,925 at 4% or $105,283 at 6%. |
| 2023 | 1 | 37 | $5,129,529 | $252,702 | $6,830iApproximate average salary by contribution assumption: employee only about $170,745 at 4% or $113,830 at 6%; with 50% employer match about $113,830 at 4% or $75,886 at 6%; with 100% employer match about $85,372 at 4% or $56,915 at 6%. |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 37 | $5,129,529 | $252,702 | $6,830iApproximate average salary by contribution assumption: employee only about $170,745 at 4% or $113,830 at 6%; with 50% employer match about $113,830 at 4% or $75,886 at 6%; with 100% employer match about $85,372 at 4% or $56,915 at 6%. |
| 2022 | 1 | 35 | $4,682,782 | $245,476 | $7,014iApproximate average salary by contribution assumption: employee only about $175,340 at 4% or $116,893 at 6%; with 50% employer match about $116,893 at 4% or $77,929 at 6%; with 100% employer match about $87,670 at 4% or $58,447 at 6%. |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 35 | $4,682,782 | $245,476 | $7,014iApproximate average salary by contribution assumption: employee only about $175,340 at 4% or $116,893 at 6%; with 50% employer match about $116,893 at 4% or $77,929 at 6%; with 100% employer match about $87,670 at 4% or $58,447 at 6%. |
| 2021 | 1 | 31 | $5,686,595 | $1,127,410 | $36,368iApproximate average salary by contribution assumption: employee only about $909,202 at 4% or $606,134 at 6%; with 50% employer match about $606,134 at 4% or $404,090 at 6%; with 100% employer match about $454,601 at 4% or $303,067 at 6%. |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 31 | $5,686,595 | $1,127,410 | $36,368iApproximate average salary by contribution assumption: employee only about $909,202 at 4% or $606,134 at 6%; with 50% employer match about $606,134 at 4% or $404,090 at 6%; with 100% employer match about $454,601 at 4% or $303,067 at 6%. |
| 2020 | 1 | 34 | $4,597,464 | $279,651 | $8,225iApproximate average salary by contribution assumption: employee only about $205,626 at 4% or $137,084 at 6%; with 50% employer match about $137,084 at 4% or $91,389 at 6%; with 100% employer match about $102,813 at 4% or $68,542 at 6%. |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 34 | $4,597,464 | $279,651 | $8,225iApproximate average salary by contribution assumption: employee only about $205,626 at 4% or $137,084 at 6%; with 50% employer match about $137,084 at 4% or $91,389 at 6%; with 100% employer match about $102,813 at 4% or $68,542 at 6%. |
| 2019 | 1 | 26 | $3,657,349 | $405,581 | $15,599iApproximate average salary by contribution assumption: employee only about $389,982 at 4% or $259,988 at 6%; with 50% employer match about $259,988 at 4% or $173,325 at 6%; with 100% employer match about $194,991 at 4% or $129,994 at 6%. |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 26 | $3,657,349 | $405,581 | $15,599iApproximate average salary by contribution assumption: employee only about $389,982 at 4% or $259,988 at 6%; with 50% employer match about $259,988 at 4% or $173,325 at 6%; with 100% employer match about $194,991 at 4% or $129,994 at 6%. |
| 2018 | 1 | 28 | $2,703,770 | $325,893 | $11,639iApproximate average salary by contribution assumption: employee only about $290,976 at 4% or $193,984 at 6%; with 50% employer match about $193,984 at 4% or $129,323 at 6%; with 100% employer match about $145,488 at 4% or $96,992 at 6%. |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 28 | $2,703,770 | $325,893 | $11,639iApproximate average salary by contribution assumption: employee only about $290,976 at 4% or $193,984 at 6%; with 50% employer match about $193,984 at 4% or $129,323 at 6%; with 100% employer match about $145,488 at 4% or $96,992 at 6%. |
| 2017 | 1 | 16 | $2,764,492 | $347,879 | $21,742iApproximate average salary by contribution assumption: employee only about $543,561 at 4% or $362,374 at 6%; with 50% employer match about $362,374 at 4% or $241,583 at 6%; with 100% employer match about $271,780 at 4% or $181,187 at 6%. |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 16 | $2,764,492 | $347,879 | $21,742iApproximate average salary by contribution assumption: employee only about $543,561 at 4% or $362,374 at 6%; with 50% employer match about $362,374 at 4% or $241,583 at 6%; with 100% employer match about $271,780 at 4% or $181,187 at 6%. |
| 2016 | 1 | 16 | $1,963,492 | $157,458 | $9,841iApproximate average salary by contribution assumption: employee only about $246,028 at 4% or $164,019 at 6%; with 50% employer match about $164,019 at 4% or $109,346 at 6%; with 100% employer match about $123,014 at 4% or $82,009 at 6%. |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 16 | $1,963,492 | $157,458 | $9,841iApproximate average salary by contribution assumption: employee only about $246,028 at 4% or $164,019 at 6%; with 50% employer match about $164,019 at 4% or $109,346 at 6%; with 100% employer match about $123,014 at 4% or $82,009 at 6%. |
| 2015 | 1 | 14 | $1,646,906 | $210,167 | $15,012iApproximate average salary by contribution assumption: employee only about $375,298 at 4% or $250,199 at 6%; with 50% employer match about $250,199 at 4% or $166,799 at 6%; with 100% employer match about $187,649 at 4% or $125,099 at 6%. |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 14 | $1,646,906 | $210,167 | $15,012iApproximate average salary by contribution assumption: employee only about $375,298 at 4% or $250,199 at 6%; with 50% employer match about $250,199 at 4% or $166,799 at 6%; with 100% employer match about $187,649 at 4% or $125,099 at 6%. |
| 2014 | 2 | 13 | $1,439,696 | $185,394 | $14,261iApproximate average salary by contribution assumption: employee only about $356,527 at 4% or $237,685 at 6%; with 50% employer match about $237,685 at 4% or $158,456 at 6%; with 100% employer match about $178,263 at 4% or $118,842 at 6%. |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 13 | $1,439,696 | $185,394 | $14,261iApproximate average salary by contribution assumption: employee only about $356,527 at 4% or $237,685 at 6%; with 50% employer match about $237,685 at 4% or $158,456 at 6%; with 100% employer match about $178,263 at 4% or $118,842 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 0 | $0 | - | - |
| 2013 | 2 | 8 | $1,210,234 | $107,048 | $13,381iApproximate average salary by contribution assumption: employee only about $334,525 at 4% or $223,017 at 6%; with 50% employer match about $223,017 at 4% or $148,678 at 6%; with 100% employer match about $167,263 at 4% or $111,508 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 8 | $816,868 | - | - |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 7 | $393,366 | $107,048 | $15,293iApproximate average salary by contribution assumption: employee only about $382,314 at 4% or $254,876 at 6%; with 50% employer match about $254,876 at 4% or $169,917 at 6%; with 100% employer match about $191,157 at 4% or $127,438 at 6%. |
| 2012 | 2 | 7 | $879,254 | $73,243 | $10,463iApproximate average salary by contribution assumption: employee only about $261,582 at 4% or $174,388 at 6%; with 50% employer match about $174,388 at 4% or $116,259 at 6%; with 100% employer match about $130,791 at 4% or $87,194 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 4 | $617,052 | - | - |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 7 | $262,202 | $73,243 | $10,463iApproximate average salary by contribution assumption: employee only about $261,582 at 4% or $174,388 at 6%; with 50% employer match about $174,388 at 4% or $116,259 at 6%; with 100% employer match about $130,791 at 4% or $87,194 at 6%. |
| 2011 | 2 | 7 | $801,550 | $64,565 | $9,224iApproximate average salary by contribution assumption: employee only about $230,589 at 4% or $153,726 at 6%; with 50% employer match about $153,726 at 4% or $102,484 at 6%; with 100% employer match about $115,295 at 4% or $76,863 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 7 | $625,474 | - | - |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 6 | $176,076 | $64,565 | $10,761iApproximate average salary by contribution assumption: employee only about $269,021 at 4% or $179,347 at 6%; with 50% employer match about $179,347 at 4% or $119,565 at 6%; with 100% employer match about $134,510 at 4% or $89,674 at 6%. |
| 2010 | 2 | 10 | $819,031 | $80,271 | $8,027iApproximate average salary by contribution assumption: employee only about $200,678 at 4% or $133,785 at 6%; with 50% employer match about $133,785 at 4% or $89,190 at 6%; with 100% employer match about $100,339 at 4% or $66,893 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 10 | $709,422 | - | - |
| INNOVATIVE BENEFIT PLANNING, L.L.C. 401(K) SAVINGS PLAN | - | 6 | $109,609 | $80,271 | $13,379iApproximate average salary by contribution assumption: employee only about $334,463 at 4% or $222,975 at 6%; with 50% employer match about $222,975 at 4% or $148,650 at 6%; with 100% employer match about $167,231 at 4% or $111,488 at 6%. |
| 2009 | 1 | 8 | $608,626 | $65,107 | $8,138iApproximate average salary by contribution assumption: employee only about $203,459 at 4% or $135,640 at 6%; with 50% employer match about $135,640 at 4% or $90,426 at 6%; with 100% employer match about $101,730 at 4% or $67,820 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 8 | $608,626 | $65,107 | $8,138iApproximate average salary by contribution assumption: employee only about $203,459 at 4% or $135,640 at 6%; with 50% employer match about $135,640 at 4% or $90,426 at 6%; with 100% employer match about $101,730 at 4% or $67,820 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 7 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $442,489 | $72,338 | $18,085iApproximate average salary by contribution assumption: employee only about $452,113 at 4% or $301,408 at 6%; with 50% employer match about $301,408 at 4% or $200,939 at 6%; with 100% employer match about $226,056 at 4% or $150,704 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 4 | $442,489 | $72,338 | $18,085iApproximate average salary by contribution assumption: employee only about $452,113 at 4% or $301,408 at 6%; with 50% employer match about $301,408 at 4% or $200,939 at 6%; with 100% employer match about $226,056 at 4% or $150,704 at 6%. |
| 2005 | 1 | 7 | $337,238 | $61,015 | $8,716iApproximate average salary by contribution assumption: employee only about $217,911 at 4% or $145,274 at 6%; with 50% employer match about $145,274 at 4% or $96,849 at 6%; with 100% employer match about $108,955 at 4% or $72,637 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 7 | $337,238 | $61,015 | $8,716iApproximate average salary by contribution assumption: employee only about $217,911 at 4% or $145,274 at 6%; with 50% employer match about $145,274 at 4% or $96,849 at 6%; with 100% employer match about $108,955 at 4% or $72,637 at 6%. |
| 2004 | 1 | 5 | $251,254 | $49,647 | $9,929iApproximate average salary by contribution assumption: employee only about $248,235 at 4% or $165,490 at 6%; with 50% employer match about $165,490 at 4% or $110,327 at 6%; with 100% employer match about $124,118 at 4% or $82,745 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 5 | $251,254 | $49,647 | $9,929iApproximate average salary by contribution assumption: employee only about $248,235 at 4% or $165,490 at 6%; with 50% employer match about $165,490 at 4% or $110,327 at 6%; with 100% employer match about $124,118 at 4% or $82,745 at 6%. |
| 2003 | 1 | 4 | $179,137 | $70,097 | $17,524iApproximate average salary by contribution assumption: employee only about $438,106 at 4% or $292,071 at 6%; with 50% employer match about $292,071 at 4% or $194,714 at 6%; with 100% employer match about $219,053 at 4% or $146,035 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 4 | $179,137 | $70,097 | $17,524iApproximate average salary by contribution assumption: employee only about $438,106 at 4% or $292,071 at 6%; with 50% employer match about $292,071 at 4% or $194,714 at 6%; with 100% employer match about $219,053 at 4% or $146,035 at 6%. |
| 2002 | 1 | 5 | $95,358 | $64,263 | $12,853iApproximate average salary by contribution assumption: employee only about $321,315 at 4% or $214,210 at 6%; with 50% employer match about $214,210 at 4% or $142,807 at 6%; with 100% employer match about $160,658 at 4% or $107,105 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 5 | $95,358 | $64,263 | $12,853iApproximate average salary by contribution assumption: employee only about $321,315 at 4% or $214,210 at 6%; with 50% employer match about $214,210 at 4% or $142,807 at 6%; with 100% employer match about $160,658 at 4% or $107,105 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 0 | - | - | - |
| 2000 | 1 | 4 | $5,985 | $2,571 | $643iApproximate average salary by contribution assumption: employee only about $16,069 at 4% or $10,713 at 6%; with 50% employer match about $10,713 at 4% or $7,142 at 6%; with 100% employer match about $8,034 at 4% or $5,356 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 4 | $5,985 | $2,571 | $643iApproximate average salary by contribution assumption: employee only about $16,069 at 4% or $10,713 at 6%; with 50% employer match about $10,713 at 4% or $7,142 at 6%; with 100% employer match about $8,034 at 4% or $5,356 at 6%. |
| 1999 | 1 | 6 | $6,055 | $5,277 | $880iApproximate average salary by contribution assumption: employee only about $21,988 at 4% or $14,658 at 6%; with 50% employer match about $14,658 at 4% or $9,772 at 6%; with 100% employer match about $10,994 at 4% or $7,329 at 6%. |
| Innovative Benefit Planning, L.L.C. 401K Plan | - | 6 | $6,055 | $5,277 | $880iApproximate average salary by contribution assumption: employee only about $21,988 at 4% or $14,658 at 6%; with 50% employer match about $14,658 at 4% or $9,772 at 6%; with 100% employer match about $10,994 at 4% or $7,329 at 6%. |