Civic Intelligence

CPA Retirement Planning Inc.

Plan context: CPA RETIREMENT PLANNING, INC.

EIN 59-3409712 • Orange Park, FL • 10 filings • 4 plans

165 Wells Road Suite 407Orange Park, FL 32073
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$942,879

2018 Contributions

$410,586

Historical Graphs

Total Assets Over Time

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

$1,331,521$665,761$0201120152018YearValue
$942,879Latest year 2018

Participants Over Time

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

630201120152018YearValue
2Latest year 2018

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
201822$942,879$410,586$205,293iApproximate average salary by contribution assumption: employee only about $5,132,325 at 4% or $3,421,550 at 6%; with 50% employer match about $3,421,550 at 4% or $2,281,033 at 6%; with 100% employer match about $2,566,163 at 4% or $1,710,775 at 6%.
CPA RETIREMENT PLANNING, INC.-2$942,879$394,086$197,043iApproximate average salary by contribution assumption: employee only about $4,926,075 at 4% or $3,284,050 at 6%; with 50% employer match about $3,284,050 at 4% or $2,189,367 at 6%; with 100% employer match about $2,463,038 at 4% or $1,642,025 at 6%.
CPA Retirement Planning Inc. Retirement Plan and Trust-0$0$16,500-
201723$1,331,521$632,921$210,974iApproximate average salary by contribution assumption: employee only about $5,274,342 at 4% or $3,516,228 at 6%; with 50% employer match about $3,516,228 at 4% or $2,344,152 at 6%; with 100% employer match about $2,637,171 at 4% or $1,758,114 at 6%.
CPA Retirement Planning Inc. Retirement Plan and Trust-2$771,521$72,921$36,461iApproximate average salary by contribution assumption: employee only about $911,513 at 4% or $607,675 at 6%; with 50% employer match about $607,675 at 4% or $405,117 at 6%; with 100% employer match about $455,756 at 4% or $303,838 at 6%.
CPA RETIREMENT PLANNING, INC. CASH BALANCE PLAN-3$560,000$560,000$186,667iApproximate average salary by contribution assumption: employee only about $4,666,667 at 4% or $3,111,111 at 6%; with 50% employer match about $3,111,111 at 4% or $2,074,074 at 6%; with 100% employer match about $2,333,333 at 4% or $1,555,556 at 6%.
201616$633,151$81,381$13,564iApproximate average salary by contribution assumption: employee only about $339,088 at 4% or $226,058 at 6%; with 50% employer match about $226,058 at 4% or $150,706 at 6%; with 100% employer match about $169,544 at 4% or $113,029 at 6%.
CPA Retirement Planning Inc. Retirement Plan and Trust-6$633,151$81,381$13,564iApproximate average salary by contribution assumption: employee only about $339,088 at 4% or $226,058 at 6%; with 50% employer match about $226,058 at 4% or $150,706 at 6%; with 100% employer match about $169,544 at 4% or $113,029 at 6%.
201516$639,420$82,552$13,759iApproximate average salary by contribution assumption: employee only about $343,967 at 4% or $229,311 at 6%; with 50% employer match about $229,311 at 4% or $152,874 at 6%; with 100% employer match about $171,983 at 4% or $114,656 at 6%.
CPA Retirement Planning Inc. Retirement Plan and Trust-6$639,420$82,552$13,759iApproximate average salary by contribution assumption: employee only about $343,967 at 4% or $229,311 at 6%; with 50% employer match about $229,311 at 4% or $152,874 at 6%; with 100% employer match about $171,983 at 4% or $114,656 at 6%.
201416$558,644$80,088$13,348iApproximate average salary by contribution assumption: employee only about $333,700 at 4% or $222,467 at 6%; with 50% employer match about $222,467 at 4% or $148,311 at 6%; with 100% employer match about $166,850 at 4% or $111,233 at 6%.
CPA Retirement Planning Inc. Retirement Plan and Trust-6$558,644$80,088$13,348iApproximate average salary by contribution assumption: employee only about $333,700 at 4% or $222,467 at 6%; with 50% employer match about $222,467 at 4% or $148,311 at 6%; with 100% employer match about $166,850 at 4% or $111,233 at 6%.
201316$443,965$76,500$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
CPA Retirement Planning Inc. Retirement Plan and Trust-6$443,965$76,500$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
201215$324,164$62,425$12,485iApproximate average salary by contribution assumption: employee only about $312,125 at 4% or $208,083 at 6%; with 50% employer match about $208,083 at 4% or $138,722 at 6%; with 100% employer match about $156,063 at 4% or $104,042 at 6%.
CPA Retirement Planning Inc. Retirement Plan and Trust-5$324,164$62,425$12,485iApproximate average salary by contribution assumption: employee only about $312,125 at 4% or $208,083 at 6%; with 50% employer match about $208,083 at 4% or $138,722 at 6%; with 100% employer match about $156,063 at 4% or $104,042 at 6%.
201115$231,139$56,806$11,361iApproximate average salary by contribution assumption: employee only about $284,030 at 4% or $189,353 at 6%; with 50% employer match about $189,353 at 4% or $126,236 at 6%; with 100% employer match about $142,015 at 4% or $94,677 at 6%.
CPA Retirement Planning Inc. Retirement Plan and Trust-5$231,139$56,806$11,361iApproximate average salary by contribution assumption: employee only about $284,030 at 4% or $189,353 at 6%; with 50% employer match about $189,353 at 4% or $126,236 at 6%; with 100% employer match about $142,015 at 4% or $94,677 at 6%.