Civic Intelligence

Planmark Financial Group Inc.

Plan context: Planmark Financial Group Inc. 401K Plan

EIN 58-2055641 • Alpharetta, GA • 20 filings • 2 plans

11720 Amber Park DriveSte. 150Alpharetta, GA 30009
Current Snapshot

Latest Year

2016

2016 Participants

7

2016 Assets

$2,137,142

2016 Contributions

$451,825

Historical Graphs

Total Assets Over Time

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

$2,137,142$1,068,571$0200220092016YearValue
$2,137,142Latest year 2016

Participants Over Time

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

740200120092016YearValue
7Latest year 2016

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
201627$2,137,142$451,825$64,546iApproximate average salary by contribution assumption: employee only about $1,613,661 at 4% or $1,075,774 at 6%; with 50% employer match about $1,075,774 at 4% or $717,183 at 6%; with 100% employer match about $806,830 at 4% or $537,887 at 6%.
Planmark Financial Group Inc. 401K Plan-7$2,137,142$390,229$55,747iApproximate average salary by contribution assumption: employee only about $1,393,675 at 4% or $929,117 at 6%; with 50% employer match about $929,117 at 4% or $619,411 at 6%; with 100% employer match about $696,838 at 4% or $464,558 at 6%.
PLANMARK FINANCIAL GROUP, INC. CASH BALANCE PLAN-0$0$61,596-
201527$1,751,511$155,154$22,165iApproximate average salary by contribution assumption: employee only about $554,121 at 4% or $369,414 at 6%; with 50% employer match about $369,414 at 4% or $246,276 at 6%; with 100% employer match about $277,061 at 4% or $184,707 at 6%.
Planmark Financial Group Inc. 401K Plan-7$1,574,968$95,154$13,593iApproximate average salary by contribution assumption: employee only about $339,836 at 4% or $226,557 at 6%; with 50% employer match about $226,557 at 4% or $151,038 at 6%; with 100% employer match about $169,918 at 4% or $113,279 at 6%.
PLANMARK FINANCIAL GROUP, INC. CASH BALANCE PLAN-4$176,543$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201426$1,628,287$571,067$95,178iApproximate average salary by contribution assumption: employee only about $2,379,446 at 4% or $1,586,297 at 6%; with 50% employer match about $1,586,297 at 4% or $1,057,531 at 6%; with 100% employer match about $1,189,723 at 4% or $793,149 at 6%.
Planmark Financial Group Inc. 401K Plan-6$1,510,827$513,067$85,511iApproximate average salary by contribution assumption: employee only about $2,137,779 at 4% or $1,425,186 at 6%; with 50% employer match about $1,425,186 at 4% or $950,124 at 6%; with 100% employer match about $1,068,890 at 4% or $712,593 at 6%.
PLANMARK FINANCIAL GROUP, INC. CASH BALANCE PLAN-3$117,460$58,000$19,333iApproximate average salary by contribution assumption: employee only about $483,333 at 4% or $322,222 at 6%; with 50% employer match about $322,222 at 4% or $214,815 at 6%; with 100% employer match about $241,667 at 4% or $161,111 at 6%.
201325$987,774$135,361$27,072iApproximate average salary by contribution assumption: employee only about $676,805 at 4% or $451,203 at 6%; with 50% employer match about $451,203 at 4% or $300,802 at 6%; with 100% employer match about $338,403 at 4% or $225,602 at 6%.
Planmark Financial Group Inc. 401K Plan-5$928,774$76,361$15,272iApproximate average salary by contribution assumption: employee only about $381,805 at 4% or $254,537 at 6%; with 50% employer match about $254,537 at 4% or $169,691 at 6%; with 100% employer match about $190,903 at 4% or $127,268 at 6%.
PLANMARK FINANCIAL GROUP, INC. CASH BALANCE PLAN-3$59,000$59,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
201215$674,746$116,085$23,217iApproximate average salary by contribution assumption: employee only about $580,425 at 4% or $386,950 at 6%; with 50% employer match about $386,950 at 4% or $257,967 at 6%; with 100% employer match about $290,213 at 4% or $193,475 at 6%.
Planmark Financial Group Inc. 401K Plan-5$674,746$116,085$23,217iApproximate average salary by contribution assumption: employee only about $580,425 at 4% or $386,950 at 6%; with 50% employer match about $386,950 at 4% or $257,967 at 6%; with 100% employer match about $290,213 at 4% or $193,475 at 6%.
201115$476,136$50,172$10,034iApproximate average salary by contribution assumption: employee only about $250,860 at 4% or $167,240 at 6%; with 50% employer match about $167,240 at 4% or $111,493 at 6%; with 100% employer match about $125,430 at 4% or $83,620 at 6%.
Planmark Financial Group Inc. 401K Plan-5$476,136$50,172$10,034iApproximate average salary by contribution assumption: employee only about $250,860 at 4% or $167,240 at 6%; with 50% employer match about $167,240 at 4% or $111,493 at 6%; with 100% employer match about $125,430 at 4% or $83,620 at 6%.
201015$446,084$46,531$9,306iApproximate average salary by contribution assumption: employee only about $232,655 at 4% or $155,103 at 6%; with 50% employer match about $155,103 at 4% or $103,402 at 6%; with 100% employer match about $116,328 at 4% or $77,552 at 6%.
Planmark Financial Group Inc. 401K Plan-5$446,084$46,531$9,306iApproximate average salary by contribution assumption: employee only about $232,655 at 4% or $155,103 at 6%; with 50% employer match about $155,103 at 4% or $103,402 at 6%; with 100% employer match about $116,328 at 4% or $77,552 at 6%.
200914$343,080$39,376$9,844iApproximate average salary by contribution assumption: employee only about $246,100 at 4% or $164,067 at 6%; with 50% employer match about $164,067 at 4% or $109,378 at 6%; with 100% employer match about $123,050 at 4% or $82,033 at 6%.
Planmark Financial Group Inc. 401K Plan-4$343,080$39,376$9,844iApproximate average salary by contribution assumption: employee only about $246,100 at 4% or $164,067 at 6%; with 50% employer match about $164,067 at 4% or $109,378 at 6%; with 100% employer match about $123,050 at 4% or $82,033 at 6%.
200812$231,697$39,267$19,634iApproximate average salary by contribution assumption: employee only about $490,838 at 4% or $327,225 at 6%; with 50% employer match about $327,225 at 4% or $218,150 at 6%; with 100% employer match about $245,419 at 4% or $163,613 at 6%.
Planmark Financial Group Inc. 401K Plan-2$231,697$39,267$19,634iApproximate average salary by contribution assumption: employee only about $490,838 at 4% or $327,225 at 6%; with 50% employer match about $327,225 at 4% or $218,150 at 6%; with 100% employer match about $245,419 at 4% or $163,613 at 6%.
200713$284,082$36,189$12,063iApproximate average salary by contribution assumption: employee only about $301,575 at 4% or $201,050 at 6%; with 50% employer match about $201,050 at 4% or $134,033 at 6%; with 100% employer match about $150,788 at 4% or $100,525 at 6%.
Planmark Financial Group Inc. 401K Plan-3$284,082$36,189$12,063iApproximate average salary by contribution assumption: employee only about $301,575 at 4% or $201,050 at 6%; with 50% employer match about $201,050 at 4% or $134,033 at 6%; with 100% employer match about $150,788 at 4% or $100,525 at 6%.
200613$236,784$34,121$11,374iApproximate average salary by contribution assumption: employee only about $284,342 at 4% or $189,561 at 6%; with 50% employer match about $189,561 at 4% or $126,374 at 6%; with 100% employer match about $142,171 at 4% or $94,781 at 6%.
Planmark Financial Group Inc. 401K Plan-3$236,784$34,121$11,374iApproximate average salary by contribution assumption: employee only about $284,342 at 4% or $189,561 at 6%; with 50% employer match about $189,561 at 4% or $126,374 at 6%; with 100% employer match about $142,171 at 4% or $94,781 at 6%.
200513$192,572$31,445$10,482iApproximate average salary by contribution assumption: employee only about $262,042 at 4% or $174,694 at 6%; with 50% employer match about $174,694 at 4% or $116,463 at 6%; with 100% employer match about $131,021 at 4% or $87,347 at 6%.
Planmark Financial Group Inc. 401K Plan-3$192,572$31,445$10,482iApproximate average salary by contribution assumption: employee only about $262,042 at 4% or $174,694 at 6%; with 50% employer match about $174,694 at 4% or $116,463 at 6%; with 100% employer match about $131,021 at 4% or $87,347 at 6%.
200413$148,095$35,025$11,675iApproximate average salary by contribution assumption: employee only about $291,875 at 4% or $194,583 at 6%; with 50% employer match about $194,583 at 4% or $129,722 at 6%; with 100% employer match about $145,938 at 4% or $97,292 at 6%.
Planmark Financial Group Inc. 401K Plan-3$148,095$35,025$11,675iApproximate average salary by contribution assumption: employee only about $291,875 at 4% or $194,583 at 6%; with 50% employer match about $194,583 at 4% or $129,722 at 6%; with 100% employer match about $145,938 at 4% or $97,292 at 6%.
200313$97,053$22,257$7,419iApproximate average salary by contribution assumption: employee only about $185,475 at 4% or $123,650 at 6%; with 50% employer match about $123,650 at 4% or $82,433 at 6%; with 100% employer match about $92,738 at 4% or $61,825 at 6%.
Planmark Financial Group Inc. 401K Plan-3$97,053$22,257$7,419iApproximate average salary by contribution assumption: employee only about $185,475 at 4% or $123,650 at 6%; with 50% employer match about $123,650 at 4% or $82,433 at 6%; with 100% employer match about $92,738 at 4% or $61,825 at 6%.
200213$55,570$14,263$4,754iApproximate average salary by contribution assumption: employee only about $118,858 at 4% or $79,239 at 6%; with 50% employer match about $79,239 at 4% or $52,826 at 6%; with 100% employer match about $59,429 at 4% or $39,619 at 6%.
Planmark Financial Group Inc. 401K Plan-3$55,570$14,263$4,754iApproximate average salary by contribution assumption: employee only about $118,858 at 4% or $79,239 at 6%; with 50% employer match about $79,239 at 4% or $52,826 at 6%; with 100% employer match about $59,429 at 4% or $39,619 at 6%.
200113$0$0-
Planmark Financial Group Inc. 401K Plan-3---