Civic Intelligence

Energy Planning Associates Corp.

Plan context: Energy Planning Associates Corporation 401(K) Plan

EIN 59-3238170 • Sanford, FL • 30 filings • 6 plans

148 Maritime DriveSanford, FL 32771
Current Snapshot

Latest Year

2018

2018 Participants

60

2018 Assets

$16,003,821

2018 Contributions

$142,698

Historical Graphs

Total Assets Over Time

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

$18,765,912$9,382,956$0200420112017YearValue
$16,003,821Latest year 2017

Participants Over Time

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

67340200420112017YearValue
60Latest year 2017

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
201820$0$142,698-
Energy Planning Associates Corporation 401(K) Plan-0$0$57,826-
Energy Planning Associates Corp. Employee Stock Ownership Plan-0-$84,872-
2017260$16,003,821$329,828$5,497iApproximate average salary by contribution assumption: employee only about $137,428 at 4% or $91,619 at 6%; with 50% employer match about $91,619 at 4% or $61,079 at 6%; with 100% employer match about $68,714 at 4% or $45,809 at 6%.
Energy Planning Associates Corporation 401(K) Plan-49$10,608,290$86,536$1,766iApproximate average salary by contribution assumption: employee only about $44,151 at 4% or $29,434 at 6%; with 50% employer match about $29,434 at 4% or $19,623 at 6%; with 100% employer match about $22,076 at 4% or $14,717 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-60$5,395,531$243,292$4,055iApproximate average salary by contribution assumption: employee only about $101,372 at 4% or $67,581 at 6%; with 50% employer match about $67,581 at 4% or $45,054 at 6%; with 100% employer match about $50,686 at 4% or $33,791 at 6%.
2016267$16,354,512$369,183$5,510iApproximate average salary by contribution assumption: employee only about $137,755 at 4% or $91,837 at 6%; with 50% employer match about $91,837 at 4% or $61,224 at 6%; with 100% employer match about $68,877 at 4% or $45,918 at 6%.
Energy Planning Associates Corporation 401(K) Plan-54$9,890,146$125,891$2,331iApproximate average salary by contribution assumption: employee only about $58,283 at 4% or $38,855 at 6%; with 50% employer match about $38,855 at 4% or $25,903 at 6%; with 100% employer match about $29,141 at 4% or $19,428 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-67$6,464,366$243,292$3,631iApproximate average salary by contribution assumption: employee only about $90,781 at 4% or $60,520 at 6%; with 50% employer match about $60,520 at 4% or $40,347 at 6%; with 100% employer match about $45,390 at 4% or $30,260 at 6%.
2015259$16,477,009$345,221$5,851iApproximate average salary by contribution assumption: employee only about $146,280 at 4% or $97,520 at 6%; with 50% employer match about $97,520 at 4% or $65,013 at 6%; with 100% employer match about $73,140 at 4% or $48,760 at 6%.
Energy Planning Associates Corporation 401(K) Plan-51$10,319,046$101,075$1,982iApproximate average salary by contribution assumption: employee only about $49,547 at 4% or $33,031 at 6%; with 50% employer match about $33,031 at 4% or $22,021 at 6%; with 100% employer match about $24,773 at 4% or $16,516 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-59$6,157,963$244,146$4,138iApproximate average salary by contribution assumption: employee only about $103,452 at 4% or $68,968 at 6%; with 50% employer match about $68,968 at 4% or $45,979 at 6%; with 100% employer match about $51,726 at 4% or $34,484 at 6%.
2014258$18,765,912$365,455$6,301iApproximate average salary by contribution assumption: employee only about $157,524 at 4% or $105,016 at 6%; with 50% employer match about $105,016 at 4% or $70,011 at 6%; with 100% employer match about $78,762 at 4% or $52,508 at 6%.
Energy Planning Associates Corporation 401(K) Plan-54$11,799,776$122,163$2,262iApproximate average salary by contribution assumption: employee only about $56,557 at 4% or $37,705 at 6%; with 50% employer match about $37,705 at 4% or $25,136 at 6%; with 100% employer match about $28,278 at 4% or $18,852 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-58$6,966,136$243,292$4,195iApproximate average salary by contribution assumption: employee only about $104,867 at 4% or $69,911 at 6%; with 50% employer match about $69,911 at 4% or $46,608 at 6%; with 100% employer match about $52,434 at 4% or $34,956 at 6%.
2013260$14,358,269$335,817$5,597iApproximate average salary by contribution assumption: employee only about $139,924 at 4% or $93,283 at 6%; with 50% employer match about $93,283 at 4% or $62,188 at 6%; with 100% employer match about $69,962 at 4% or $46,641 at 6%.
Energy Planning Associates Corporation 401(K) Plan-60$7,584,536$92,525$1,542iApproximate average salary by contribution assumption: employee only about $38,552 at 4% or $25,701 at 6%; with 50% employer match about $25,701 at 4% or $17,134 at 6%; with 100% employer match about $19,276 at 4% or $12,851 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-59$6,773,733$243,292$4,124iApproximate average salary by contribution assumption: employee only about $103,090 at 4% or $68,727 at 6%; with 50% employer match about $68,727 at 4% or $45,818 at 6%; with 100% employer match about $51,545 at 4% or $34,363 at 6%.
2012255$17,544,453$366,483$6,663iApproximate average salary by contribution assumption: employee only about $166,583 at 4% or $111,055 at 6%; with 50% employer match about $111,055 at 4% or $74,037 at 6%; with 100% employer match about $83,292 at 4% or $55,528 at 6%.
Energy Planning Associates Corporation 401(K) Plan-55$11,406,363$123,191$2,240iApproximate average salary by contribution assumption: employee only about $55,996 at 4% or $37,331 at 6%; with 50% employer match about $37,331 at 4% or $24,887 at 6%; with 100% employer match about $27,998 at 4% or $18,665 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-55$6,138,090$243,292$4,423iApproximate average salary by contribution assumption: employee only about $110,587 at 4% or $73,725 at 6%; with 50% employer match about $73,725 at 4% or $49,150 at 6%; with 100% employer match about $55,294 at 4% or $36,862 at 6%.
2011254$16,781,079$353,557$6,547iApproximate average salary by contribution assumption: employee only about $163,684 at 4% or $109,123 at 6%; with 50% employer match about $109,123 at 4% or $72,748 at 6%; with 100% employer match about $81,842 at 4% or $54,561 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-54$16,075,666$243,292$4,505iApproximate average salary by contribution assumption: employee only about $112,635 at 4% or $75,090 at 6%; with 50% employer match about $75,090 at 4% or $50,060 at 6%; with 100% employer match about $56,318 at 4% or $37,545 at 6%.
Energy Planning Associates Corporation 401(K) Plan-35$705,413$110,265$3,150iApproximate average salary by contribution assumption: employee only about $78,761 at 4% or $52,507 at 6%; with 50% employer match about $52,507 at 4% or $35,005 at 6%; with 100% employer match about $39,380 at 4% or $26,254 at 6%.
2010250$18,356,810$516,703$10,334iApproximate average salary by contribution assumption: employee only about $258,351 at 4% or $172,234 at 6%; with 50% employer match about $172,234 at 4% or $114,823 at 6%; with 100% employer match about $129,176 at 4% or $86,117 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-50$17,722,904$423,292$8,466iApproximate average salary by contribution assumption: employee only about $211,646 at 4% or $141,097 at 6%; with 50% employer match about $141,097 at 4% or $94,065 at 6%; with 100% employer match about $105,823 at 4% or $70,549 at 6%.
Energy Planning Associates Corporation 401(K) Plan-31$633,906$93,411$3,013iApproximate average salary by contribution assumption: employee only about $75,331 at 4% or $50,221 at 6%; with 50% employer match about $50,221 at 4% or $33,481 at 6%; with 100% employer match about $37,666 at 4% or $25,110 at 6%.
2009250$6,012,658$420,671$8,413iApproximate average salary by contribution assumption: employee only about $210,336 at 4% or $140,224 at 6%; with 50% employer match about $140,224 at 4% or $93,482 at 6%; with 100% employer match about $105,168 at 4% or $70,112 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-50$5,541,233$343,292$6,866iApproximate average salary by contribution assumption: employee only about $171,646 at 4% or $114,431 at 6%; with 50% employer match about $114,431 at 4% or $76,287 at 6%; with 100% employer match about $85,823 at 4% or $57,215 at 6%.
Energy Planning Associates Corporation 401(K) Plan-32$471,425$77,379$2,418iApproximate average salary by contribution assumption: employee only about $60,452 at 4% or $40,302 at 6%; with 50% employer match about $40,302 at 4% or $26,868 at 6%; with 100% employer match about $30,226 at 4% or $20,151 at 6%.
2008248$4,580,924$315,151$6,566iApproximate average salary by contribution assumption: employee only about $164,141 at 4% or $109,427 at 6%; with 50% employer match about $109,427 at 4% or $72,952 at 6%; with 100% employer match about $82,071 at 4% or $54,714 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-48$4,272,220$243,292$5,069iApproximate average salary by contribution assumption: employee only about $126,715 at 4% or $84,476 at 6%; with 50% employer match about $84,476 at 4% or $56,318 at 6%; with 100% employer match about $63,357 at 4% or $42,238 at 6%.
Energy Planning Associates Corporation 401(K) Plan-48$308,704$71,859$1,497iApproximate average salary by contribution assumption: employee only about $37,427 at 4% or $24,951 at 6%; with 50% employer match about $24,951 at 4% or $16,634 at 6%; with 100% employer match about $18,713 at 4% or $12,476 at 6%.
2007243$0$0-
Energy Planning Associates Corporation 401(K) Plan-43---
Energy Planning Associates Corp. Employee Stock Ownership Plan-43---
2006234$7,766,980$315,284$9,273iApproximate average salary by contribution assumption: employee only about $231,826 at 4% or $154,551 at 6%; with 50% employer match about $154,551 at 4% or $103,034 at 6%; with 100% employer match about $115,913 at 4% or $77,275 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-34$7,315,860$243,292$7,156iApproximate average salary by contribution assumption: employee only about $178,891 at 4% or $119,261 at 6%; with 50% employer match about $119,261 at 4% or $79,507 at 6%; with 100% employer match about $89,446 at 4% or $59,630 at 6%.
Energy Planning Associates Corporation 401(K) Plan-34$451,120$71,992$2,117iApproximate average salary by contribution assumption: employee only about $52,935 at 4% or $35,290 at 6%; with 50% employer match about $35,290 at 4% or $23,527 at 6%; with 100% employer match about $26,468 at 4% or $17,645 at 6%.
2005228$4,407,351$306,681$10,953iApproximate average salary by contribution assumption: employee only about $273,822 at 4% or $182,548 at 6%; with 50% employer match about $182,548 at 4% or $121,699 at 6%; with 100% employer match about $136,911 at 4% or $91,274 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-28$4,075,000$243,302$8,689iApproximate average salary by contribution assumption: employee only about $217,234 at 4% or $144,823 at 6%; with 50% employer match about $144,823 at 4% or $96,548 at 6%; with 100% employer match about $108,617 at 4% or $72,411 at 6%.
Energy Planning Associates Corporation 401(K) Plan-28$332,351$63,379$2,264iApproximate average salary by contribution assumption: employee only about $56,588 at 4% or $37,726 at 6%; with 50% employer match about $37,726 at 4% or $25,150 at 6%; with 100% employer match about $28,294 at 4% or $18,863 at 6%.
2004226$4,145,110$48,884$1,880iApproximate average salary by contribution assumption: employee only about $47,004 at 4% or $31,336 at 6%; with 50% employer match about $31,336 at 4% or $20,891 at 6%; with 100% employer match about $23,502 at 4% or $15,668 at 6%.
Energy Planning Associates Corp. Employee Stock Ownership Plan-26$3,890,000--
Energy Planning Associates Corporation 401(K) Plan-26$255,110$48,884$1,880iApproximate average salary by contribution assumption: employee only about $47,004 at 4% or $31,336 at 6%; with 50% employer match about $31,336 at 4% or $20,891 at 6%; with 100% employer match about $23,502 at 4% or $15,668 at 6%.