Business Planning Concepts Inc. DBA Member Benefits
Plan context: Member Benefits 401(K) Plan
EIN 59-2442511 • Jacksonville, FL • 39 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$2,715,704
2024 Contributions
$234,316
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 | 28 | $2,715,704 | $234,316 | $8,368iApproximate average salary by contribution assumption: employee only about $209,211 at 4% or $139,474 at 6%; with 50% employer match about $139,474 at 4% or $92,983 at 6%; with 100% employer match about $104,605 at 4% or $69,737 at 6%. |
| Member Benefits 401(K) Plan | - | 28 | $2,715,704 | $234,316 | $8,368iApproximate average salary by contribution assumption: employee only about $209,211 at 4% or $139,474 at 6%; with 50% employer match about $139,474 at 4% or $92,983 at 6%; with 100% employer match about $104,605 at 4% or $69,737 at 6%. |
| 2023 | 1 | 30 | $2,298,478 | $126,587 | $4,220iApproximate average salary by contribution assumption: employee only about $105,489 at 4% or $70,326 at 6%; with 50% employer match about $70,326 at 4% or $46,884 at 6%; with 100% employer match about $52,745 at 4% or $35,163 at 6%. |
| Member Benefits 401(K) Plan | - | 30 | $2,298,478 | $126,587 | $4,220iApproximate average salary by contribution assumption: employee only about $105,489 at 4% or $70,326 at 6%; with 50% employer match about $70,326 at 4% or $46,884 at 6%; with 100% employer match about $52,745 at 4% or $35,163 at 6%. |
| 2022 | 1 | 35 | $2,023,261 | $75,680 | $2,162iApproximate average salary by contribution assumption: employee only about $54,057 at 4% or $36,038 at 6%; with 50% employer match about $36,038 at 4% or $24,025 at 6%; with 100% employer match about $27,029 at 4% or $18,019 at 6%. |
| Member Benefits 401(K) Plan | - | 35 | $2,023,261 | $75,680 | $2,162iApproximate average salary by contribution assumption: employee only about $54,057 at 4% or $36,038 at 6%; with 50% employer match about $36,038 at 4% or $24,025 at 6%; with 100% employer match about $27,029 at 4% or $18,019 at 6%. |
| 2021 | 2 | 35 | $2,391,840 | $735,970 | $21,028iApproximate average salary by contribution assumption: employee only about $525,693 at 4% or $350,462 at 6%; with 50% employer match about $350,462 at 4% or $233,641 at 6%; with 100% employer match about $262,846 at 4% or $175,231 at 6%. |
| Member Benefits 401(K) Plan | - | 35 | $2,391,840 | $735,970 | $21,028iApproximate average salary by contribution assumption: employee only about $525,693 at 4% or $350,462 at 6%; with 50% employer match about $350,462 at 4% or $233,641 at 6%; with 100% employer match about $262,846 at 4% or $175,231 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | - | - |
| 2020 | 2 | 19 | $1,896,844 | $17,926 | $943iApproximate average salary by contribution assumption: employee only about $23,587 at 4% or $15,725 at 6%; with 50% employer match about $15,725 at 4% or $10,483 at 6%; with 100% employer match about $11,793 at 4% or $7,862 at 6%. |
| Member Benefits 401(K) Plan | - | 19 | $1,430,216 | $17,926 | $943iApproximate average salary by contribution assumption: employee only about $23,587 at 4% or $15,725 at 6%; with 50% employer match about $15,725 at 4% or $10,483 at 6%; with 100% employer match about $11,793 at 4% or $7,862 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $466,628 | - | - |
| 2019 | 2 | 19 | $4,120,552 | $345,202 | $18,169iApproximate average salary by contribution assumption: employee only about $454,213 at 4% or $302,809 at 6%; with 50% employer match about $302,809 at 4% or $201,873 at 6%; with 100% employer match about $227,107 at 4% or $151,404 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN | - | 12 | $2,826,750 | $200,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Member Benefits 401(K) Plan | - | 19 | $1,293,802 | $145,202 | $7,642iApproximate average salary by contribution assumption: employee only about $191,055 at 4% or $127,370 at 6%; with 50% employer match about $127,370 at 4% or $84,913 at 6%; with 100% employer match about $95,528 at 4% or $63,685 at 6%. |
| 2018 | 2 | 19 | $7,452,806 | $893,615 | $47,032iApproximate average salary by contribution assumption: employee only about $1,175,809 at 4% or $783,873 at 6%; with 50% employer match about $783,873 at 4% or $522,582 at 6%; with 100% employer match about $587,905 at 4% or $391,936 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN | - | 9 | $4,463,281 | $763,000 | $84,778iApproximate average salary by contribution assumption: employee only about $2,119,444 at 4% or $1,412,963 at 6%; with 50% employer match about $1,412,963 at 4% or $941,975 at 6%; with 100% employer match about $1,059,722 at 4% or $706,481 at 6%. |
| Member Benefits 401(K) Plan | - | 19 | $2,989,525 | $130,615 | $6,874iApproximate average salary by contribution assumption: employee only about $171,862 at 4% or $114,575 at 6%; with 50% employer match about $114,575 at 4% or $76,383 at 6%; with 100% employer match about $85,931 at 4% or $57,287 at 6%. |
| 2017 | 2 | 18 | $6,611,568 | $1,051,543 | $58,419iApproximate average salary by contribution assumption: employee only about $1,460,476 at 4% or $973,651 at 6%; with 50% employer match about $973,651 at 4% or $649,101 at 6%; with 100% employer match about $730,238 at 4% or $486,825 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN | - | 9 | $3,770,749 | $887,867 | $98,652iApproximate average salary by contribution assumption: employee only about $2,466,297 at 4% or $1,644,198 at 6%; with 50% employer match about $1,644,198 at 4% or $1,096,132 at 6%; with 100% employer match about $1,233,149 at 4% or $822,099 at 6%. |
| Member Benefits 401(K) Plan | - | 18 | $2,840,819 | $163,676 | $9,093iApproximate average salary by contribution assumption: employee only about $227,328 at 4% or $151,552 at 6%; with 50% employer match about $151,552 at 4% or $101,035 at 6%; with 100% employer match about $113,664 at 4% or $75,776 at 6%. |
| 2016 | 3 | 16 | $5,033,065 | $854,626 | $53,414iApproximate average salary by contribution assumption: employee only about $1,335,353 at 4% or $890,235 at 6%; with 50% employer match about $890,235 at 4% or $593,490 at 6%; with 100% employer match about $667,677 at 4% or $445,118 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN | - | 9 | $2,974,733 | $831,348 | $92,372iApproximate average salary by contribution assumption: employee only about $2,309,300 at 4% or $1,539,533 at 6%; with 50% employer match about $1,539,533 at 4% or $1,026,356 at 6%; with 100% employer match about $1,154,650 at 4% or $769,767 at 6%. |
| Member Benefits 401(K) Plan | - | 16 | $2,058,332 | $23,278 | $1,455iApproximate average salary by contribution assumption: employee only about $36,372 at 4% or $24,248 at 6%; with 50% employer match about $24,248 at 4% or $16,165 at 6%; with 100% employer match about $18,186 at 4% or $12,124 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| 2015 | 3 | 16 | $4,211,333 | $922,196 | $57,637iApproximate average salary by contribution assumption: employee only about $1,440,931 at 4% or $960,621 at 6%; with 50% employer match about $960,621 at 4% or $640,414 at 6%; with 100% employer match about $720,466 at 4% or $480,310 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN | - | 8 | $2,036,833 | $786,309 | $98,289iApproximate average salary by contribution assumption: employee only about $2,457,216 at 4% or $1,638,144 at 6%; with 50% employer match about $1,638,144 at 4% or $1,092,096 at 6%; with 100% employer match about $1,228,608 at 4% or $819,072 at 6%. |
| Member Benefits 401(K) Plan | - | 15 | $1,928,299 | $44,336 | $2,956iApproximate average salary by contribution assumption: employee only about $73,893 at 4% or $49,262 at 6%; with 50% employer match about $49,262 at 4% or $32,841 at 6%; with 100% employer match about $36,947 at 4% or $24,631 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. PROFIT SHARING PLAN | - | 16 | $246,201 | $91,551 | $5,722iApproximate average salary by contribution assumption: employee only about $143,048 at 4% or $95,366 at 6%; with 50% employer match about $95,366 at 4% or $63,577 at 6%; with 100% employer match about $71,524 at 4% or $47,683 at 6%. |
| 2014 | 3 | 13 | $3,274,563 | $929,802 | $71,523iApproximate average salary by contribution assumption: employee only about $1,788,081 at 4% or $1,192,054 at 6%; with 50% employer match about $1,192,054 at 4% or $794,703 at 6%; with 100% employer match about $894,040 at 4% or $596,027 at 6%. |
| Member Benefits 401(K) Plan | - | 13 | $1,917,002 | $157,221 | $12,094iApproximate average salary by contribution assumption: employee only about $302,348 at 4% or $201,565 at 6%; with 50% employer match about $201,565 at 4% or $134,377 at 6%; with 100% employer match about $151,174 at 4% or $100,783 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $1,209,021 | $698,400 | $116,400iApproximate average salary by contribution assumption: employee only about $2,910,000 at 4% or $1,940,000 at 6%; with 50% employer match about $1,940,000 at 4% or $1,293,333 at 6%; with 100% employer match about $1,455,000 at 4% or $970,000 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. PROFIT SHARING PLAN | - | 11 | $148,540 | $74,181 | $6,744iApproximate average salary by contribution assumption: employee only about $168,593 at 4% or $112,395 at 6%; with 50% employer match about $112,395 at 4% or $74,930 at 6%; with 100% employer match about $84,297 at 4% or $56,198 at 6%. |
| 2013 | 3 | 10 | $2,362,064 | $635,462 | $63,546iApproximate average salary by contribution assumption: employee only about $1,588,655 at 4% or $1,059,103 at 6%; with 50% employer match about $1,059,103 at 4% or $706,069 at 6%; with 100% employer match about $794,328 at 4% or $529,552 at 6%. |
| Member Benefits 401(K) Plan | - | 10 | $1,759,777 | $33,175 | $3,318iApproximate average salary by contribution assumption: employee only about $82,938 at 4% or $55,292 at 6%; with 50% employer match about $55,292 at 4% or $36,861 at 6%; with 100% employer match about $41,469 at 4% or $27,646 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $525,400 | $525,400 | $131,350iApproximate average salary by contribution assumption: employee only about $3,283,750 at 4% or $2,189,167 at 6%; with 50% employer match about $2,189,167 at 4% or $1,459,444 at 6%; with 100% employer match about $1,641,875 at 4% or $1,094,583 at 6%. |
| BUSINESS PLANNING CONCEPTS, INC. PROFIT SHARING PLAN | - | 7 | $76,887 | $76,887 | $10,984iApproximate average salary by contribution assumption: employee only about $274,596 at 4% or $183,064 at 6%; with 50% employer match about $183,064 at 4% or $122,043 at 6%; with 100% employer match about $137,298 at 4% or $91,532 at 6%. |
| 2012 | 1 | 10 | $1,600,299 | $45,028 | $4,503iApproximate average salary by contribution assumption: employee only about $112,570 at 4% or $75,047 at 6%; with 50% employer match about $75,047 at 4% or $50,031 at 6%; with 100% employer match about $56,285 at 4% or $37,523 at 6%. |
| Member Benefits 401(K) Plan | - | 10 | $1,600,299 | $45,028 | $4,503iApproximate average salary by contribution assumption: employee only about $112,570 at 4% or $75,047 at 6%; with 50% employer match about $75,047 at 4% or $50,031 at 6%; with 100% employer match about $56,285 at 4% or $37,523 at 6%. |
| 2011 | 1 | 7 | $1,390,788 | $190,662 | $27,237iApproximate average salary by contribution assumption: employee only about $680,936 at 4% or $453,957 at 6%; with 50% employer match about $453,957 at 4% or $302,638 at 6%; with 100% employer match about $340,468 at 4% or $226,979 at 6%. |
| Member Benefits 401(K) Plan | - | 7 | $1,390,788 | $190,662 | $27,237iApproximate average salary by contribution assumption: employee only about $680,936 at 4% or $453,957 at 6%; with 50% employer match about $453,957 at 4% or $302,638 at 6%; with 100% employer match about $340,468 at 4% or $226,979 at 6%. |
| 2010 | 1 | 8 | $1,239,707 | $93,567 | $11,696iApproximate average salary by contribution assumption: employee only about $292,397 at 4% or $194,931 at 6%; with 50% employer match about $194,931 at 4% or $129,954 at 6%; with 100% employer match about $146,198 at 4% or $97,466 at 6%. |
| Member Benefits 401(K) Plan | - | 8 | $1,239,707 | $93,567 | $11,696iApproximate average salary by contribution assumption: employee only about $292,397 at 4% or $194,931 at 6%; with 50% employer match about $194,931 at 4% or $129,954 at 6%; with 100% employer match about $146,198 at 4% or $97,466 at 6%. |
| 2009 | 1 | 8 | $1,036,685 | $166,188 | $20,774iApproximate average salary by contribution assumption: employee only about $519,338 at 4% or $346,225 at 6%; with 50% employer match about $346,225 at 4% or $230,817 at 6%; with 100% employer match about $259,669 at 4% or $173,113 at 6%. |
| Member Benefits 401(K) Plan | - | 8 | $1,036,685 | $166,188 | $20,774iApproximate average salary by contribution assumption: employee only about $519,338 at 4% or $346,225 at 6%; with 50% employer match about $346,225 at 4% or $230,817 at 6%; with 100% employer match about $259,669 at 4% or $173,113 at 6%. |
| 2008 | 1 | 8 | $0 | $0 | - |
| Member Benefits 401(K) Plan | - | 8 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Member Benefits 401(K) Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $0 | $0 | - |
| Member Benefits 401(K) Plan | - | 6 | - | - | - |
| 2005 | 1 | 6 | $647,477 | $65,513 | $10,919iApproximate average salary by contribution assumption: employee only about $272,971 at 4% or $181,981 at 6%; with 50% employer match about $181,981 at 4% or $121,320 at 6%; with 100% employer match about $136,485 at 4% or $90,990 at 6%. |
| Member Benefits 401(K) Plan | - | 6 | $647,477 | $65,513 | $10,919iApproximate average salary by contribution assumption: employee only about $272,971 at 4% or $181,981 at 6%; with 50% employer match about $181,981 at 4% or $121,320 at 6%; with 100% employer match about $136,485 at 4% or $90,990 at 6%. |
| 2004 | 1 | 7 | $559,969 | $65,385 | $9,341iApproximate average salary by contribution assumption: employee only about $233,518 at 4% or $155,679 at 6%; with 50% employer match about $155,679 at 4% or $103,786 at 6%; with 100% employer match about $116,759 at 4% or $77,839 at 6%. |
| Member Benefits 401(K) Plan | - | 7 | $559,969 | $65,385 | $9,341iApproximate average salary by contribution assumption: employee only about $233,518 at 4% or $155,679 at 6%; with 50% employer match about $155,679 at 4% or $103,786 at 6%; with 100% employer match about $116,759 at 4% or $77,839 at 6%. |
| 2003 | 1 | 7 | $0 | $0 | - |
| Member Benefits 401(K) Plan | - | 7 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| Member Benefits 401(K) Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Member Benefits 401(K) Plan | - | 3 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Member Benefits 401(K) Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $367,478 | $31,391 | $15,696iApproximate average salary by contribution assumption: employee only about $392,388 at 4% or $261,592 at 6%; with 50% employer match about $261,592 at 4% or $174,394 at 6%; with 100% employer match about $196,194 at 4% or $130,796 at 6%. |
| Member Benefits 401(K) Plan | - | 2 | $367,478 | $31,391 | $15,696iApproximate average salary by contribution assumption: employee only about $392,388 at 4% or $261,592 at 6%; with 50% employer match about $261,592 at 4% or $174,394 at 6%; with 100% employer match about $196,194 at 4% or $130,796 at 6%. |