Civic Intelligence

Asset Planning Group Inc.

Plan context: Asset Planning Group Inc. Retirement Plan and Trust

EIN 65-0397092 • Coral Gables, FL • 21 filings • 1 plans

1450 Madruga Ave Ste 306-aCoral Gables, FL 33146-3164
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$982,154

2024 Contributions

$83,800

Historical Graphs

Total Assets Over Time

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

$2,126,675$1,063,338$0200420142024YearValue
$982,154Latest year 2024

Participants Over Time

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

210200420142024YearValue
2Latest year 2024

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
202412$982,154$83,800$41,900iApproximate average salary by contribution assumption: employee only about $1,047,500 at 4% or $698,333 at 6%; with 50% employer match about $698,333 at 4% or $465,556 at 6%; with 100% employer match about $523,750 at 4% or $349,167 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$982,154$83,800$41,900iApproximate average salary by contribution assumption: employee only about $1,047,500 at 4% or $698,333 at 6%; with 50% employer match about $698,333 at 4% or $465,556 at 6%; with 100% employer match about $523,750 at 4% or $349,167 at 6%.
202312$2,126,675$95,300$47,650iApproximate average salary by contribution assumption: employee only about $1,191,250 at 4% or $794,167 at 6%; with 50% employer match about $794,167 at 4% or $529,444 at 6%; with 100% employer match about $595,625 at 4% or $397,083 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$2,126,675$95,300$47,650iApproximate average salary by contribution assumption: employee only about $1,191,250 at 4% or $794,167 at 6%; with 50% employer match about $794,167 at 4% or $529,444 at 6%; with 100% employer match about $595,625 at 4% or $397,083 at 6%.
202212$1,791,790$88,300$44,150iApproximate average salary by contribution assumption: employee only about $1,103,750 at 4% or $735,833 at 6%; with 50% employer match about $735,833 at 4% or $490,556 at 6%; with 100% employer match about $551,875 at 4% or $367,917 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$1,791,790$88,300$44,150iApproximate average salary by contribution assumption: employee only about $1,103,750 at 4% or $735,833 at 6%; with 50% employer match about $735,833 at 4% or $490,556 at 6%; with 100% employer match about $551,875 at 4% or $367,917 at 6%.
202112$1,944,113$94,800$47,400iApproximate average salary by contribution assumption: employee only about $1,185,000 at 4% or $790,000 at 6%; with 50% employer match about $790,000 at 4% or $526,667 at 6%; with 100% employer match about $592,500 at 4% or $395,000 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$1,944,113$94,800$47,400iApproximate average salary by contribution assumption: employee only about $1,185,000 at 4% or $790,000 at 6%; with 50% employer match about $790,000 at 4% or $526,667 at 6%; with 100% employer match about $592,500 at 4% or $395,000 at 6%.
202012$1,624,269$90,169$45,085iApproximate average salary by contribution assumption: employee only about $1,127,113 at 4% or $751,408 at 6%; with 50% employer match about $751,408 at 4% or $500,939 at 6%; with 100% employer match about $563,556 at 4% or $375,704 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$1,624,269$90,169$45,085iApproximate average salary by contribution assumption: employee only about $1,127,113 at 4% or $751,408 at 6%; with 50% employer match about $751,408 at 4% or $500,939 at 6%; with 100% employer match about $563,556 at 4% or $375,704 at 6%.
201912$1,469,749$87,625$43,813iApproximate average salary by contribution assumption: employee only about $1,095,313 at 4% or $730,208 at 6%; with 50% employer match about $730,208 at 4% or $486,806 at 6%; with 100% employer match about $547,656 at 4% or $365,104 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$1,469,749$87,625$43,813iApproximate average salary by contribution assumption: employee only about $1,095,313 at 4% or $730,208 at 6%; with 50% employer match about $730,208 at 4% or $486,806 at 6%; with 100% employer match about $547,656 at 4% or $365,104 at 6%.
201812$1,172,530$97,625$48,813iApproximate average salary by contribution assumption: employee only about $1,220,313 at 4% or $813,542 at 6%; with 50% employer match about $813,542 at 4% or $542,361 at 6%; with 100% employer match about $610,156 at 4% or $406,771 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$1,172,530$97,625$48,813iApproximate average salary by contribution assumption: employee only about $1,220,313 at 4% or $813,542 at 6%; with 50% employer match about $813,542 at 4% or $542,361 at 6%; with 100% employer match about $610,156 at 4% or $406,771 at 6%.
201712$1,116,443$82,250$41,125iApproximate average salary by contribution assumption: employee only about $1,028,125 at 4% or $685,417 at 6%; with 50% employer match about $685,417 at 4% or $456,944 at 6%; with 100% employer match about $514,063 at 4% or $342,708 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$1,116,443$82,250$41,125iApproximate average salary by contribution assumption: employee only about $1,028,125 at 4% or $685,417 at 6%; with 50% employer match about $685,417 at 4% or $456,944 at 6%; with 100% employer match about $514,063 at 4% or $342,708 at 6%.
201612$927,314$82,059$41,030iApproximate average salary by contribution assumption: employee only about $1,025,738 at 4% or $683,825 at 6%; with 50% employer match about $683,825 at 4% or $455,883 at 6%; with 100% employer match about $512,869 at 4% or $341,913 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$927,314$82,059$41,030iApproximate average salary by contribution assumption: employee only about $1,025,738 at 4% or $683,825 at 6%; with 50% employer match about $683,825 at 4% or $455,883 at 6%; with 100% employer match about $512,869 at 4% or $341,913 at 6%.
201512$793,650$76,000$38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$793,650$76,000$38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%.
201412$738,567$176,525$88,263iApproximate average salary by contribution assumption: employee only about $2,206,563 at 4% or $1,471,042 at 6%; with 50% employer match about $1,471,042 at 4% or $980,694 at 6%; with 100% employer match about $1,103,281 at 4% or $735,521 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$738,567$176,525$88,263iApproximate average salary by contribution assumption: employee only about $2,206,563 at 4% or $1,471,042 at 6%; with 50% employer match about $1,471,042 at 4% or $980,694 at 6%; with 100% employer match about $1,103,281 at 4% or $735,521 at 6%.
201312$534,114$0-
Asset Planning Group Inc. Retirement Plan and Trust-2$534,114$0-
201212$460,916$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$460,916$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
201112$398,140$36,318$18,159iApproximate average salary by contribution assumption: employee only about $453,975 at 4% or $302,650 at 6%; with 50% employer match about $302,650 at 4% or $201,767 at 6%; with 100% employer match about $226,988 at 4% or $151,325 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$398,140$36,318$18,159iApproximate average salary by contribution assumption: employee only about $453,975 at 4% or $302,650 at 6%; with 50% employer match about $302,650 at 4% or $201,767 at 6%; with 100% employer match about $226,988 at 4% or $151,325 at 6%.
201012$351,761$54,750$27,375iApproximate average salary by contribution assumption: employee only about $684,375 at 4% or $456,250 at 6%; with 50% employer match about $456,250 at 4% or $304,167 at 6%; with 100% employer match about $342,188 at 4% or $228,125 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$351,761$54,750$27,375iApproximate average salary by contribution assumption: employee only about $684,375 at 4% or $456,250 at 6%; with 50% employer match about $456,250 at 4% or $304,167 at 6%; with 100% employer match about $342,188 at 4% or $228,125 at 6%.
200912$275,420$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$275,420$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
200812$192,498$56,920$28,460iApproximate average salary by contribution assumption: employee only about $711,500 at 4% or $474,333 at 6%; with 50% employer match about $474,333 at 4% or $316,222 at 6%; with 100% employer match about $355,750 at 4% or $237,167 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$192,498$56,920$28,460iApproximate average salary by contribution assumption: employee only about $711,500 at 4% or $474,333 at 6%; with 50% employer match about $474,333 at 4% or $316,222 at 6%; with 100% employer match about $355,750 at 4% or $237,167 at 6%.
200712$195,333$59,282$29,641iApproximate average salary by contribution assumption: employee only about $741,025 at 4% or $494,017 at 6%; with 50% employer match about $494,017 at 4% or $329,344 at 6%; with 100% employer match about $370,513 at 4% or $247,008 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$195,333$59,282$29,641iApproximate average salary by contribution assumption: employee only about $741,025 at 4% or $494,017 at 6%; with 50% employer match about $494,017 at 4% or $329,344 at 6%; with 100% employer match about $370,513 at 4% or $247,008 at 6%.
200612$111,387$45,950$22,975iApproximate average salary by contribution assumption: employee only about $574,375 at 4% or $382,917 at 6%; with 50% employer match about $382,917 at 4% or $255,278 at 6%; with 100% employer match about $287,188 at 4% or $191,458 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$111,387$45,950$22,975iApproximate average salary by contribution assumption: employee only about $574,375 at 4% or $382,917 at 6%; with 50% employer match about $382,917 at 4% or $255,278 at 6%; with 100% employer match about $287,188 at 4% or $191,458 at 6%.
200512$51,439$29,500$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$51,439$29,500$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
200412$19,410$18,500$9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.
Asset Planning Group Inc. Retirement Plan and Trust-2$19,410$18,500$9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.