Financial Planning Associates
Plan context: Financial Planning Associates Profit Sharing Plan
EIN 62-1485453 • 8 filings • 1 plans
Current Snapshot
Latest Year
2006
2006 Participants
2
2006 Assets
$201,557
2006 Contributions
$2,400
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 2 | $201,557 | $0 | - |
| Financial Planning Associates Profit Sharing Plan | - | 2 | $201,557 | - | - |
| 2005 | 1 | 2 | $187,017 | $0 | - |
| Financial Planning Associates Profit Sharing Plan | - | 2 | $187,017 | - | - |
| 2004 | 1 | 3 | $156,545 | $2,400 | $800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%. |
| Financial Planning Associates Profit Sharing Plan | - | 3 | $156,545 | $2,400 | $800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%. |
| 2003 | 1 | 3 | $131,241 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Financial Planning Associates Profit Sharing Plan | - | 3 | $131,241 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Financial Planning Associates Profit Sharing Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Financial Planning Associates Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $81,499 | $33,075 | $11,025iApproximate average salary by contribution assumption: employee only about $275,625 at 4% or $183,750 at 6%; with 50% employer match about $183,750 at 4% or $122,500 at 6%; with 100% employer match about $137,813 at 4% or $91,875 at 6%. |
| Financial Planning Associates Profit Sharing Plan | - | 3 | $81,499 | $33,075 | $11,025iApproximate average salary by contribution assumption: employee only about $275,625 at 4% or $183,750 at 6%; with 50% employer match about $183,750 at 4% or $122,500 at 6%; with 100% employer match about $137,813 at 4% or $91,875 at 6%. |
| 1999 | 1 | 3 | $55,446 | $28,388 | $9,463iApproximate average salary by contribution assumption: employee only about $236,567 at 4% or $157,711 at 6%; with 50% employer match about $157,711 at 4% or $105,141 at 6%; with 100% employer match about $118,283 at 4% or $78,856 at 6%. |
| Financial Planning Associates Profit Sharing Plan | - | 3 | $55,446 | $28,388 | $9,463iApproximate average salary by contribution assumption: employee only about $236,567 at 4% or $157,711 at 6%; with 50% employer match about $157,711 at 4% or $105,141 at 6%; with 100% employer match about $118,283 at 4% or $78,856 at 6%. |