Civic Intelligence

Expertplan Inc.

Plan context: Expertplan 401(K) Plan

EIN 52-2269494 • East Windsor, NJ • 13 filings • 3 plans

Building 400, Suite 300East Windsor, NJ 08520
Current Snapshot

Latest Year

2012

2012 Participants

96

2012 Assets

$4,567,363

2012 Contributions

$585,474

Historical Graphs

Total Assets Over Time

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

$4,571,689$2,285,845$0200020062012YearValue
$4,567,363Latest year 2012

Participants Over Time

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

127640200020062011YearValue
96Latest year 2011

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
201210$4,567,363$585,474-
Expertplan 401(K) Plan-0$4,567,363$585,474-
2011196$4,571,689$1,244,228$12,961iApproximate average salary by contribution assumption: employee only about $324,018 at 4% or $216,012 at 6%; with 50% employer match about $216,012 at 4% or $144,008 at 6%; with 100% employer match about $162,009 at 4% or $108,006 at 6%.
Expertplan 401(K) Plan-96$4,571,689$1,244,228$12,961iApproximate average salary by contribution assumption: employee only about $324,018 at 4% or $216,012 at 6%; with 50% employer match about $216,012 at 4% or $144,008 at 6%; with 100% employer match about $162,009 at 4% or $108,006 at 6%.
20101127$3,865,038$691,941$5,448iApproximate average salary by contribution assumption: employee only about $136,209 at 4% or $90,806 at 6%; with 50% employer match about $90,806 at 4% or $60,537 at 6%; with 100% employer match about $68,104 at 4% or $45,403 at 6%.
Expertplan 401(K) Plan-127$3,865,038$691,941$5,448iApproximate average salary by contribution assumption: employee only about $136,209 at 4% or $90,806 at 6%; with 50% employer match about $90,806 at 4% or $60,537 at 6%; with 100% employer match about $68,104 at 4% or $45,403 at 6%.
2009199$2,926,335$1,059,473$10,702iApproximate average salary by contribution assumption: employee only about $267,544 at 4% or $178,362 at 6%; with 50% employer match about $178,362 at 4% or $118,908 at 6%; with 100% employer match about $133,772 at 4% or $89,181 at 6%.
Expertplan 401(K) Plan-99$2,926,335$1,059,473$10,702iApproximate average salary by contribution assumption: employee only about $267,544 at 4% or $178,362 at 6%; with 50% employer match about $178,362 at 4% or $118,908 at 6%; with 100% employer match about $133,772 at 4% or $89,181 at 6%.
2008160$1,844,562$387,287$6,455iApproximate average salary by contribution assumption: employee only about $161,370 at 4% or $107,580 at 6%; with 50% employer match about $107,580 at 4% or $71,720 at 6%; with 100% employer match about $80,685 at 4% or $53,790 at 6%.
Expertplan 401(K) Plan-60$1,844,562$387,287$6,455iApproximate average salary by contribution assumption: employee only about $161,370 at 4% or $107,580 at 6%; with 50% employer match about $107,580 at 4% or $71,720 at 6%; with 100% employer match about $80,685 at 4% or $53,790 at 6%.
2007156$2,205,374$315,397$5,632iApproximate average salary by contribution assumption: employee only about $140,802 at 4% or $93,868 at 6%; with 50% employer match about $93,868 at 4% or $62,579 at 6%; with 100% employer match about $70,401 at 4% or $46,934 at 6%.
Expertplan 401(K) Plan-56$2,205,374$315,397$5,632iApproximate average salary by contribution assumption: employee only about $140,802 at 4% or $93,868 at 6%; with 50% employer match about $93,868 at 4% or $62,579 at 6%; with 100% employer match about $70,401 at 4% or $46,934 at 6%.
2006159$1,871,055$788,996$13,373iApproximate average salary by contribution assumption: employee only about $334,320 at 4% or $222,880 at 6%; with 50% employer match about $222,880 at 4% or $148,587 at 6%; with 100% employer match about $167,160 at 4% or $111,440 at 6%.
Expertplan 401(K) Plan-59$1,871,055$788,996$13,373iApproximate average salary by contribution assumption: employee only about $334,320 at 4% or $222,880 at 6%; with 50% employer match about $222,880 at 4% or $148,587 at 6%; with 100% employer match about $167,160 at 4% or $111,440 at 6%.
2005156$1,053,031$242,320$4,327iApproximate average salary by contribution assumption: employee only about $108,179 at 4% or $72,119 at 6%; with 50% employer match about $72,119 at 4% or $48,079 at 6%; with 100% employer match about $54,089 at 4% or $36,060 at 6%.
Expertplan 401(K) Plan-56$1,053,031$242,320$4,327iApproximate average salary by contribution assumption: employee only about $108,179 at 4% or $72,119 at 6%; with 50% employer match about $72,119 at 4% or $48,079 at 6%; with 100% employer match about $54,089 at 4% or $36,060 at 6%.
2004149$867,681$281,462$5,744iApproximate average salary by contribution assumption: employee only about $143,603 at 4% or $95,735 at 6%; with 50% employer match about $95,735 at 4% or $63,824 at 6%; with 100% employer match about $71,802 at 4% or $47,868 at 6%.
Expertplan 401(K) Plan-49$867,681$281,462$5,744iApproximate average salary by contribution assumption: employee only about $143,603 at 4% or $95,735 at 6%; with 50% employer match about $95,735 at 4% or $63,824 at 6%; with 100% employer match about $71,802 at 4% or $47,868 at 6%.
2003136$539,207$223,616$6,212iApproximate average salary by contribution assumption: employee only about $155,289 at 4% or $103,526 at 6%; with 50% employer match about $103,526 at 4% or $69,017 at 6%; with 100% employer match about $77,644 at 4% or $51,763 at 6%.
Expertplan 401(K) Plan-36$539,207$223,616$6,212iApproximate average salary by contribution assumption: employee only about $155,289 at 4% or $103,526 at 6%; with 50% employer match about $103,526 at 4% or $69,017 at 6%; with 100% employer match about $77,644 at 4% or $51,763 at 6%.
2002141$232,375$167,367$4,082iApproximate average salary by contribution assumption: employee only about $102,053 at 4% or $68,035 at 6%; with 50% employer match about $68,035 at 4% or $45,357 at 6%; with 100% employer match about $51,027 at 4% or $34,018 at 6%.
Expertplan 401(K) Plan-41$232,375$167,367$4,082iApproximate average salary by contribution assumption: employee only about $102,053 at 4% or $68,035 at 6%; with 50% employer match about $68,035 at 4% or $45,357 at 6%; with 100% employer match about $51,027 at 4% or $34,018 at 6%.
2001123$128,595$92,868$4,038iApproximate average salary by contribution assumption: employee only about $100,943 at 4% or $67,296 at 6%; with 50% employer match about $67,296 at 4% or $44,864 at 6%; with 100% employer match about $50,472 at 4% or $33,648 at 6%.
Expertplan 401(K) Plan-23$128,595$92,868$4,038iApproximate average salary by contribution assumption: employee only about $100,943 at 4% or $67,296 at 6%; with 50% employer match about $67,296 at 4% or $44,864 at 6%; with 100% employer match about $50,472 at 4% or $33,648 at 6%.
2000115$57,401$55,306$3,687iApproximate average salary by contribution assumption: employee only about $92,177 at 4% or $61,451 at 6%; with 50% employer match about $61,451 at 4% or $40,967 at 6%; with 100% employer match about $46,088 at 4% or $30,726 at 6%.
Expertplan 401(K) Plan-15$57,401$55,306$3,687iApproximate average salary by contribution assumption: employee only about $92,177 at 4% or $61,451 at 6%; with 50% employer match about $61,451 at 4% or $40,967 at 6%; with 100% employer match about $46,088 at 4% or $30,726 at 6%.