Consolidated Planning Corp.
Plan context: Consolidated Planning Corp. Profit Sharing Plan
EIN 58-1233970 • Atlanta, GA • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
31
2024 Assets
$7,499,380
2024 Contributions
$518,378
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 | 31 | $7,499,380 | $518,378 | $16,722iApproximate average salary by contribution assumption: employee only about $418,047 at 4% or $278,698 at 6%; with 50% employer match about $278,698 at 4% or $185,799 at 6%; with 100% employer match about $209,023 at 4% or $139,349 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 31 | $7,499,380 | $518,378 | $16,722iApproximate average salary by contribution assumption: employee only about $418,047 at 4% or $278,698 at 6%; with 50% employer match about $278,698 at 4% or $185,799 at 6%; with 100% employer match about $209,023 at 4% or $139,349 at 6%. |
| 2023 | 1 | 29 | $6,263,110 | $553,991 | $19,103iApproximate average salary by contribution assumption: employee only about $477,578 at 4% or $318,386 at 6%; with 50% employer match about $318,386 at 4% or $212,257 at 6%; with 100% employer match about $238,789 at 4% or $159,193 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 29 | $6,263,110 | $553,991 | $19,103iApproximate average salary by contribution assumption: employee only about $477,578 at 4% or $318,386 at 6%; with 50% employer match about $318,386 at 4% or $212,257 at 6%; with 100% employer match about $238,789 at 4% or $159,193 at 6%. |
| 2022 | 1 | 26 | $6,553,956 | $488,234 | $18,778iApproximate average salary by contribution assumption: employee only about $469,456 at 4% or $312,971 at 6%; with 50% employer match about $312,971 at 4% or $208,647 at 6%; with 100% employer match about $234,728 at 4% or $156,485 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 26 | $6,553,956 | $488,234 | $18,778iApproximate average salary by contribution assumption: employee only about $469,456 at 4% or $312,971 at 6%; with 50% employer match about $312,971 at 4% or $208,647 at 6%; with 100% employer match about $234,728 at 4% or $156,485 at 6%. |
| 2021 | 1 | 17 | $6,476,277 | $409,504 | $24,088iApproximate average salary by contribution assumption: employee only about $602,212 at 4% or $401,475 at 6%; with 50% employer match about $401,475 at 4% or $267,650 at 6%; with 100% employer match about $301,106 at 4% or $200,737 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 17 | $6,476,277 | $409,504 | $24,088iApproximate average salary by contribution assumption: employee only about $602,212 at 4% or $401,475 at 6%; with 50% employer match about $401,475 at 4% or $267,650 at 6%; with 100% employer match about $301,106 at 4% or $200,737 at 6%. |
| 2020 | 1 | 17 | $5,606,077 | $410,768 | $24,163iApproximate average salary by contribution assumption: employee only about $604,071 at 4% or $402,714 at 6%; with 50% employer match about $402,714 at 4% or $268,476 at 6%; with 100% employer match about $302,035 at 4% or $201,357 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 17 | $5,606,077 | $410,768 | $24,163iApproximate average salary by contribution assumption: employee only about $604,071 at 4% or $402,714 at 6%; with 50% employer match about $402,714 at 4% or $268,476 at 6%; with 100% employer match about $302,035 at 4% or $201,357 at 6%. |
| 2019 | 1 | 17 | $4,659,647 | $339,803 | $19,988iApproximate average salary by contribution assumption: employee only about $499,710 at 4% or $333,140 at 6%; with 50% employer match about $333,140 at 4% or $222,093 at 6%; with 100% employer match about $249,855 at 4% or $166,570 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 17 | $4,659,647 | $339,803 | $19,988iApproximate average salary by contribution assumption: employee only about $499,710 at 4% or $333,140 at 6%; with 50% employer match about $333,140 at 4% or $222,093 at 6%; with 100% employer match about $249,855 at 4% or $166,570 at 6%. |
| 2018 | 1 | 17 | $3,861,779 | $436,118 | $25,654iApproximate average salary by contribution assumption: employee only about $641,350 at 4% or $427,567 at 6%; with 50% employer match about $427,567 at 4% or $285,044 at 6%; with 100% employer match about $320,675 at 4% or $213,783 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 17 | $3,861,779 | $436,118 | $25,654iApproximate average salary by contribution assumption: employee only about $641,350 at 4% or $427,567 at 6%; with 50% employer match about $427,567 at 4% or $285,044 at 6%; with 100% employer match about $320,675 at 4% or $213,783 at 6%. |
| 2017 | 1 | 17 | $3,580,526 | $329,547 | $19,385iApproximate average salary by contribution assumption: employee only about $484,628 at 4% or $323,085 at 6%; with 50% employer match about $323,085 at 4% or $215,390 at 6%; with 100% employer match about $242,314 at 4% or $161,543 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 17 | $3,580,526 | $329,547 | $19,385iApproximate average salary by contribution assumption: employee only about $484,628 at 4% or $323,085 at 6%; with 50% employer match about $323,085 at 4% or $215,390 at 6%; with 100% employer match about $242,314 at 4% or $161,543 at 6%. |
| 2016 | 1 | 15 | $2,622,499 | $282,007 | $18,800iApproximate average salary by contribution assumption: employee only about $470,012 at 4% or $313,341 at 6%; with 50% employer match about $313,341 at 4% or $208,894 at 6%; with 100% employer match about $235,006 at 4% or $156,671 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 15 | $2,622,499 | $282,007 | $18,800iApproximate average salary by contribution assumption: employee only about $470,012 at 4% or $313,341 at 6%; with 50% employer match about $313,341 at 4% or $208,894 at 6%; with 100% employer match about $235,006 at 4% or $156,671 at 6%. |
| 2015 | 1 | 13 | $2,067,205 | $266,206 | $20,477iApproximate average salary by contribution assumption: employee only about $511,935 at 4% or $341,290 at 6%; with 50% employer match about $341,290 at 4% or $227,526 at 6%; with 100% employer match about $255,967 at 4% or $170,645 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 13 | $2,067,205 | $266,206 | $20,477iApproximate average salary by contribution assumption: employee only about $511,935 at 4% or $341,290 at 6%; with 50% employer match about $341,290 at 4% or $227,526 at 6%; with 100% employer match about $255,967 at 4% or $170,645 at 6%. |
| 2014 | 1 | 16 | $2,954,572 | $257,997 | $16,125iApproximate average salary by contribution assumption: employee only about $403,120 at 4% or $268,747 at 6%; with 50% employer match about $268,747 at 4% or $179,165 at 6%; with 100% employer match about $201,560 at 4% or $134,373 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 16 | $2,954,572 | $257,997 | $16,125iApproximate average salary by contribution assumption: employee only about $403,120 at 4% or $268,747 at 6%; with 50% employer match about $268,747 at 4% or $179,165 at 6%; with 100% employer match about $201,560 at 4% or $134,373 at 6%. |
| 2013 | 1 | 15 | $2,968,097 | $361,094 | $24,073iApproximate average salary by contribution assumption: employee only about $601,823 at 4% or $401,216 at 6%; with 50% employer match about $401,216 at 4% or $267,477 at 6%; with 100% employer match about $300,912 at 4% or $200,608 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 15 | $2,968,097 | $361,094 | $24,073iApproximate average salary by contribution assumption: employee only about $601,823 at 4% or $401,216 at 6%; with 50% employer match about $401,216 at 4% or $267,477 at 6%; with 100% employer match about $300,912 at 4% or $200,608 at 6%. |
| 2012 | 1 | 14 | $2,609,868 | $218,792 | $15,628iApproximate average salary by contribution assumption: employee only about $390,700 at 4% or $260,467 at 6%; with 50% employer match about $260,467 at 4% or $173,644 at 6%; with 100% employer match about $195,350 at 4% or $130,233 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 14 | $2,609,868 | $218,792 | $15,628iApproximate average salary by contribution assumption: employee only about $390,700 at 4% or $260,467 at 6%; with 50% employer match about $260,467 at 4% or $173,644 at 6%; with 100% employer match about $195,350 at 4% or $130,233 at 6%. |
| 2011 | 1 | 15 | $2,129,351 | $215,606 | $14,374iApproximate average salary by contribution assumption: employee only about $359,343 at 4% or $239,562 at 6%; with 50% employer match about $239,562 at 4% or $159,708 at 6%; with 100% employer match about $179,672 at 4% or $119,781 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 15 | $2,129,351 | $215,606 | $14,374iApproximate average salary by contribution assumption: employee only about $359,343 at 4% or $239,562 at 6%; with 50% employer match about $239,562 at 4% or $159,708 at 6%; with 100% employer match about $179,672 at 4% or $119,781 at 6%. |
| 2010 | 1 | 15 | $1,912,469 | $202,679 | $13,512iApproximate average salary by contribution assumption: employee only about $337,798 at 4% or $225,199 at 6%; with 50% employer match about $225,199 at 4% or $150,133 at 6%; with 100% employer match about $168,899 at 4% or $112,599 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 15 | $1,912,469 | $202,679 | $13,512iApproximate average salary by contribution assumption: employee only about $337,798 at 4% or $225,199 at 6%; with 50% employer match about $225,199 at 4% or $150,133 at 6%; with 100% employer match about $168,899 at 4% or $112,599 at 6%. |
| 2009 | 1 | 15 | $1,424,965 | $193,280 | $12,885iApproximate average salary by contribution assumption: employee only about $322,133 at 4% or $214,756 at 6%; with 50% employer match about $214,756 at 4% or $143,170 at 6%; with 100% employer match about $161,067 at 4% or $107,378 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 15 | $1,424,965 | $193,280 | $12,885iApproximate average salary by contribution assumption: employee only about $322,133 at 4% or $214,756 at 6%; with 50% employer match about $214,756 at 4% or $143,170 at 6%; with 100% employer match about $161,067 at 4% or $107,378 at 6%. |
| 2008 | 1 | 12 | $0 | $0 | - |
| Consolidated Planning Corp. Profit Sharing Plan | - | 12 | - | - | - |
| 2007 | 1 | 11 | $0 | $0 | - |
| Consolidated Planning Corp. Profit Sharing Plan | - | 11 | - | - | - |
| 2006 | 1 | 11 | $1,116,309 | $167,002 | $15,182iApproximate average salary by contribution assumption: employee only about $379,550 at 4% or $253,033 at 6%; with 50% employer match about $253,033 at 4% or $168,689 at 6%; with 100% employer match about $189,775 at 4% or $126,517 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 11 | $1,116,309 | $167,002 | $15,182iApproximate average salary by contribution assumption: employee only about $379,550 at 4% or $253,033 at 6%; with 50% employer match about $253,033 at 4% or $168,689 at 6%; with 100% employer match about $189,775 at 4% or $126,517 at 6%. |
| 2005 | 1 | 12 | $886,867 | $165,241 | $13,770iApproximate average salary by contribution assumption: employee only about $344,252 at 4% or $229,501 at 6%; with 50% employer match about $229,501 at 4% or $153,001 at 6%; with 100% employer match about $172,126 at 4% or $114,751 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 12 | $886,867 | $165,241 | $13,770iApproximate average salary by contribution assumption: employee only about $344,252 at 4% or $229,501 at 6%; with 50% employer match about $229,501 at 4% or $153,001 at 6%; with 100% employer match about $172,126 at 4% or $114,751 at 6%. |
| 2003 | 1 | 11 | $482,631 | $120,068 | $10,915iApproximate average salary by contribution assumption: employee only about $272,882 at 4% or $181,921 at 6%; with 50% employer match about $181,921 at 4% or $121,281 at 6%; with 100% employer match about $136,441 at 4% or $90,961 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 11 | $482,631 | $120,068 | $10,915iApproximate average salary by contribution assumption: employee only about $272,882 at 4% or $181,921 at 6%; with 50% employer match about $181,921 at 4% or $121,281 at 6%; with 100% employer match about $136,441 at 4% or $90,961 at 6%. |
| 2002 | 1 | 11 | $0 | $0 | - |
| Consolidated Planning Corp. Profit Sharing Plan | - | 11 | - | - | - |
| 2001 | 1 | 10 | $0 | $0 | - |
| Consolidated Planning Corp. Profit Sharing Plan | - | 10 | - | - | - |
| 2000 | 1 | 9 | $319,981 | $88,203 | $9,800iApproximate average salary by contribution assumption: employee only about $245,008 at 4% or $163,339 at 6%; with 50% employer match about $163,339 at 4% or $108,893 at 6%; with 100% employer match about $122,504 at 4% or $81,669 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 9 | $319,981 | $88,203 | $9,800iApproximate average salary by contribution assumption: employee only about $245,008 at 4% or $163,339 at 6%; with 50% employer match about $163,339 at 4% or $108,893 at 6%; with 100% employer match about $122,504 at 4% or $81,669 at 6%. |
| 1999 | 1 | 7 | $239,191 | $77,793 | $11,113iApproximate average salary by contribution assumption: employee only about $277,832 at 4% or $185,221 at 6%; with 50% employer match about $185,221 at 4% or $123,481 at 6%; with 100% employer match about $138,916 at 4% or $92,611 at 6%. |
| Consolidated Planning Corp. Profit Sharing Plan | - | 7 | $239,191 | $77,793 | $11,113iApproximate average salary by contribution assumption: employee only about $277,832 at 4% or $185,221 at 6%; with 50% employer match about $185,221 at 4% or $123,481 at 6%; with 100% employer match about $138,916 at 4% or $92,611 at 6%. |