Asset Planning Corporation
Plan context: Asset Planning Corporation Profit Sharing Plan & Trust
EIN 62-0941756 • Knoxville, TN • 6 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$670,874
2024 Contributions
$644,803
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 | 2 | 10 | $670,874 | $644,803 | $64,480iApproximate average salary by contribution assumption: employee only about $1,612,008 at 4% or $1,074,672 at 6%; with 50% employer match about $1,074,672 at 4% or $716,448 at 6%; with 100% employer match about $806,004 at 4% or $537,336 at 6%. |
| Asset Planning Corporation Profit Sharing Plan & Trust | - | 10 | $478,379 | $452,308 | $45,231iApproximate average salary by contribution assumption: employee only about $1,130,770 at 4% or $753,847 at 6%; with 50% employer match about $753,847 at 4% or $502,564 at 6%; with 100% employer match about $565,385 at 4% or $376,923 at 6%. |
| APC CASH BALANCE PLAN | - | 10 | $192,495 | $192,495 | $19,250iApproximate average salary by contribution assumption: employee only about $481,238 at 4% or $320,825 at 6%; with 50% employer match about $320,825 at 4% or $213,883 at 6%; with 100% employer match about $240,619 at 4% or $160,413 at 6%. |
| 2004 | 1 | 0 | $0 | $0 | - |
| ASSET PLANNING CORPORATION PROFIT SHARING PLAN & TRUST | - | 0 | - | - | - |
| 2003 | 1 | 4 | $173,369 | $18,599 | $4,650iApproximate average salary by contribution assumption: employee only about $116,244 at 4% or $77,496 at 6%; with 50% employer match about $77,496 at 4% or $51,664 at 6%; with 100% employer match about $58,122 at 4% or $38,748 at 6%. |
| ASSET PLANNING CORPORATION PROFIT SHARING PLAN & TRUST | - | 4 | $173,369 | $18,599 | $4,650iApproximate average salary by contribution assumption: employee only about $116,244 at 4% or $77,496 at 6%; with 50% employer match about $77,496 at 4% or $51,664 at 6%; with 100% employer match about $58,122 at 4% or $38,748 at 6%. |
| 2002 | 1 | 5 | $145,936 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| ASSET PLANNING CORPORATION PROFIT SHARING PLAN & TRUST | - | 5 | $145,936 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 1999 | 1 | 3 | $133,927 | $21,333 | $7,111iApproximate average salary by contribution assumption: employee only about $177,775 at 4% or $118,517 at 6%; with 50% employer match about $118,517 at 4% or $79,011 at 6%; with 100% employer match about $88,888 at 4% or $59,258 at 6%. |
| Asset Planning Corporation Profit Sharing Plan & Trust | - | 3 | $133,927 | $21,333 | $7,111iApproximate average salary by contribution assumption: employee only about $177,775 at 4% or $118,517 at 6%; with 50% employer match about $118,517 at 4% or $79,011 at 6%; with 100% employer match about $88,888 at 4% or $59,258 at 6%. |