Civic Intelligence

Townsend Personal Financial Planning LLC

Plan context: Townsend Financial Planning LLC

EIN 58-2644140 • Columbus, GA • 22 filings • 4 plans

6867 Mountainbrook Dr Ste 102Columbus, GA 31904-3378
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$2,012,037

2022 Contributions

$92,307

Historical Graphs

Total Assets Over Time

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

$2,012,037$1,006,019$0200220122021YearValue
$2,012,037Latest year 2021

Participants Over Time

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

320200120112021YearValue
3Latest year 2021

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
202210$0$0-
Townsend Financial Planning LLC-0$0$0-
202113$2,012,037$92,307$30,769iApproximate average salary by contribution assumption: employee only about $769,225 at 4% or $512,817 at 6%; with 50% employer match about $512,817 at 4% or $341,878 at 6%; with 100% employer match about $384,613 at 4% or $256,408 at 6%.
Townsend Financial Planning LLC-3$2,012,037$92,307$30,769iApproximate average salary by contribution assumption: employee only about $769,225 at 4% or $512,817 at 6%; with 50% employer match about $512,817 at 4% or $341,878 at 6%; with 100% employer match about $384,613 at 4% or $256,408 at 6%.
202013$1,707,669$87,296$29,099iApproximate average salary by contribution assumption: employee only about $727,467 at 4% or $484,978 at 6%; with 50% employer match about $484,978 at 4% or $323,319 at 6%; with 100% employer match about $363,733 at 4% or $242,489 at 6%.
Townsend Financial Planning LLC-3$1,707,669$87,296$29,099iApproximate average salary by contribution assumption: employee only about $727,467 at 4% or $484,978 at 6%; with 50% employer match about $484,978 at 4% or $323,319 at 6%; with 100% employer match about $363,733 at 4% or $242,489 at 6%.
201913$1,384,228$85,358$28,453iApproximate average salary by contribution assumption: employee only about $711,317 at 4% or $474,211 at 6%; with 50% employer match about $474,211 at 4% or $316,141 at 6%; with 100% employer match about $355,658 at 4% or $237,106 at 6%.
Townsend Financial Planning LLC-3$1,384,228$85,358$28,453iApproximate average salary by contribution assumption: employee only about $711,317 at 4% or $474,211 at 6%; with 50% employer match about $474,211 at 4% or $316,141 at 6%; with 100% employer match about $355,658 at 4% or $237,106 at 6%.
201813$1,017,067$84,218$28,073iApproximate average salary by contribution assumption: employee only about $701,817 at 4% or $467,878 at 6%; with 50% employer match about $467,878 at 4% or $311,919 at 6%; with 100% employer match about $350,908 at 4% or $233,939 at 6%.
Townsend Financial Planning LLC-3$1,017,067$84,218$28,073iApproximate average salary by contribution assumption: employee only about $701,817 at 4% or $467,878 at 6%; with 50% employer match about $467,878 at 4% or $311,919 at 6%; with 100% employer match about $350,908 at 4% or $233,939 at 6%.
201713$1,036,734$78,731$26,244iApproximate average salary by contribution assumption: employee only about $656,092 at 4% or $437,394 at 6%; with 50% employer match about $437,394 at 4% or $291,596 at 6%; with 100% employer match about $328,046 at 4% or $218,697 at 6%.
Townsend Financial Planning LLC-3$1,036,734$78,731$26,244iApproximate average salary by contribution assumption: employee only about $656,092 at 4% or $437,394 at 6%; with 50% employer match about $437,394 at 4% or $291,596 at 6%; with 100% employer match about $328,046 at 4% or $218,697 at 6%.
201613$775,908$67,155$22,385iApproximate average salary by contribution assumption: employee only about $559,625 at 4% or $373,083 at 6%; with 50% employer match about $373,083 at 4% or $248,722 at 6%; with 100% employer match about $279,813 at 4% or $186,542 at 6%.
Townsend Financial Planning LLC-3$775,908$67,155$22,385iApproximate average salary by contribution assumption: employee only about $559,625 at 4% or $373,083 at 6%; with 50% employer match about $373,083 at 4% or $248,722 at 6%; with 100% employer match about $279,813 at 4% or $186,542 at 6%.
201513$677,865$64,086$21,362iApproximate average salary by contribution assumption: employee only about $534,050 at 4% or $356,033 at 6%; with 50% employer match about $356,033 at 4% or $237,356 at 6%; with 100% employer match about $267,025 at 4% or $178,017 at 6%.
Townsend Financial Planning LLC-3$677,865$64,086$21,362iApproximate average salary by contribution assumption: employee only about $534,050 at 4% or $356,033 at 6%; with 50% employer match about $356,033 at 4% or $237,356 at 6%; with 100% employer match about $267,025 at 4% or $178,017 at 6%.
201413$655,358$67,256$22,419iApproximate average salary by contribution assumption: employee only about $560,467 at 4% or $373,644 at 6%; with 50% employer match about $373,644 at 4% or $249,096 at 6%; with 100% employer match about $280,233 at 4% or $186,822 at 6%.
Townsend Financial Planning LLC-3$655,358$67,256$22,419iApproximate average salary by contribution assumption: employee only about $560,467 at 4% or $373,644 at 6%; with 50% employer match about $373,644 at 4% or $249,096 at 6%; with 100% employer match about $280,233 at 4% or $186,822 at 6%.
201313$562,352$57,735$19,245iApproximate average salary by contribution assumption: employee only about $481,125 at 4% or $320,750 at 6%; with 50% employer match about $320,750 at 4% or $213,833 at 6%; with 100% employer match about $240,563 at 4% or $160,375 at 6%.
Townsend Financial Planning LLC-3$562,352$57,735$19,245iApproximate average salary by contribution assumption: employee only about $481,125 at 4% or $320,750 at 6%; with 50% employer match about $320,750 at 4% or $213,833 at 6%; with 100% employer match about $240,563 at 4% or $160,375 at 6%.
201213$433,134$51,968$17,323iApproximate average salary by contribution assumption: employee only about $433,067 at 4% or $288,711 at 6%; with 50% employer match about $288,711 at 4% or $192,474 at 6%; with 100% employer match about $216,533 at 4% or $144,356 at 6%.
Townsend Financial Planning LLC-3$433,134$51,968$17,323iApproximate average salary by contribution assumption: employee only about $433,067 at 4% or $288,711 at 6%; with 50% employer match about $288,711 at 4% or $192,474 at 6%; with 100% employer match about $216,533 at 4% or $144,356 at 6%.
201113$325,069$48,131$16,044iApproximate average salary by contribution assumption: employee only about $401,092 at 4% or $267,394 at 6%; with 50% employer match about $267,394 at 4% or $178,263 at 6%; with 100% employer match about $200,546 at 4% or $133,697 at 6%.
Townsend Financial Planning LLC-3$325,069$48,131$16,044iApproximate average salary by contribution assumption: employee only about $401,092 at 4% or $267,394 at 6%; with 50% employer match about $267,394 at 4% or $178,263 at 6%; with 100% employer match about $200,546 at 4% or $133,697 at 6%.
201013$314,259$40,717$13,572iApproximate average salary by contribution assumption: employee only about $339,308 at 4% or $226,206 at 6%; with 50% employer match about $226,206 at 4% or $150,804 at 6%; with 100% employer match about $169,654 at 4% or $113,103 at 6%.
Townsend Financial Planning LLC-3$314,259$40,717$13,572iApproximate average salary by contribution assumption: employee only about $339,308 at 4% or $226,206 at 6%; with 50% employer match about $226,206 at 4% or $150,804 at 6%; with 100% employer match about $169,654 at 4% or $113,103 at 6%.
200913$235,459$33,103$11,034iApproximate average salary by contribution assumption: employee only about $275,858 at 4% or $183,906 at 6%; with 50% employer match about $183,906 at 4% or $122,604 at 6%; with 100% employer match about $137,929 at 4% or $91,953 at 6%.
Townsend Financial Planning LLC-3$235,459$33,103$11,034iApproximate average salary by contribution assumption: employee only about $275,858 at 4% or $183,906 at 6%; with 50% employer match about $183,906 at 4% or $122,604 at 6%; with 100% employer match about $137,929 at 4% or $91,953 at 6%.
200813$154,931$41,101$13,700iApproximate average salary by contribution assumption: employee only about $342,508 at 4% or $228,339 at 6%; with 50% employer match about $228,339 at 4% or $152,226 at 6%; with 100% employer match about $171,254 at 4% or $114,169 at 6%.
Townsend Financial Planning LLC-3$154,931$41,101$13,700iApproximate average salary by contribution assumption: employee only about $342,508 at 4% or $228,339 at 6%; with 50% employer match about $228,339 at 4% or $152,226 at 6%; with 100% employer match about $171,254 at 4% or $114,169 at 6%.
200713$203,142$30,380$10,127iApproximate average salary by contribution assumption: employee only about $253,167 at 4% or $168,778 at 6%; with 50% employer match about $168,778 at 4% or $112,519 at 6%; with 100% employer match about $126,583 at 4% or $84,389 at 6%.
Townsend Financial Planning LLC-3$203,142$30,380$10,127iApproximate average salary by contribution assumption: employee only about $253,167 at 4% or $168,778 at 6%; with 50% employer match about $168,778 at 4% or $112,519 at 6%; with 100% employer match about $126,583 at 4% or $84,389 at 6%.
200612$161,126$26,671$13,336iApproximate average salary by contribution assumption: employee only about $333,388 at 4% or $222,258 at 6%; with 50% employer match about $222,258 at 4% or $148,172 at 6%; with 100% employer match about $166,694 at 4% or $111,129 at 6%.
Townsend Financial Planning LLC-2$161,126$26,671$13,336iApproximate average salary by contribution assumption: employee only about $333,388 at 4% or $222,258 at 6%; with 50% employer match about $222,258 at 4% or $148,172 at 6%; with 100% employer match about $166,694 at 4% or $111,129 at 6%.
200512$118,141$14,033$7,017iApproximate average salary by contribution assumption: employee only about $175,413 at 4% or $116,942 at 6%; with 50% employer match about $116,942 at 4% or $77,961 at 6%; with 100% employer match about $87,706 at 4% or $58,471 at 6%.
Townsend Financial Planning LLC-2$118,141$14,033$7,017iApproximate average salary by contribution assumption: employee only about $175,413 at 4% or $116,942 at 6%; with 50% employer match about $116,942 at 4% or $77,961 at 6%; with 100% employer match about $87,706 at 4% or $58,471 at 6%.
200412$93,826$15,452$7,726iApproximate average salary by contribution assumption: employee only about $193,150 at 4% or $128,767 at 6%; with 50% employer match about $128,767 at 4% or $85,844 at 6%; with 100% employer match about $96,575 at 4% or $64,383 at 6%.
Townsend Financial Planning LLC-2$93,826$15,452$7,726iApproximate average salary by contribution assumption: employee only about $193,150 at 4% or $128,767 at 6%; with 50% employer match about $128,767 at 4% or $85,844 at 6%; with 100% employer match about $96,575 at 4% or $64,383 at 6%.
200312$68,659$11,069$5,535iApproximate average salary by contribution assumption: employee only about $138,363 at 4% or $92,242 at 6%; with 50% employer match about $92,242 at 4% or $61,494 at 6%; with 100% employer match about $69,181 at 4% or $46,121 at 6%.
Townsend Financial Planning LLC-2$68,659$11,069$5,535iApproximate average salary by contribution assumption: employee only about $138,363 at 4% or $92,242 at 6%; with 50% employer match about $92,242 at 4% or $61,494 at 6%; with 100% employer match about $69,181 at 4% or $46,121 at 6%.
200212$45,164$50,528$25,264iApproximate average salary by contribution assumption: employee only about $631,600 at 4% or $421,067 at 6%; with 50% employer match about $421,067 at 4% or $280,711 at 6%; with 100% employer match about $315,800 at 4% or $210,533 at 6%.
Townsend Financial Planning LLC-2$45,164$50,528$25,264iApproximate average salary by contribution assumption: employee only about $631,600 at 4% or $421,067 at 6%; with 50% employer match about $421,067 at 4% or $280,711 at 6%; with 100% employer match about $315,800 at 4% or $210,533 at 6%.
200112$0$0-
Townsend Financial Planning LLC-2---