Civic Intelligence

Advantage Financial Planning Inc.

Plan context: Advantage Financial Planning Inc. 401K Profit Sharing Plan

EIN 65-0540587 • Miami, FL • 17 filings • 5 plans

16969 Northwest 67th AveSuite 101Miami, FL 33015
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$717,988

2013 Contributions

$61,223

Historical Graphs

Total Assets Over Time

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

$717,988$358,994$0199920072012YearValue
$717,988Latest year 2012

Participants Over Time

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

320199920062012YearValue
2Latest year 2012

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
201310$0$0-
Advantage Financial Planning Inc. 401K Profit Sharing Plan-0$0--
201212$717,988$61,223$30,612iApproximate average salary by contribution assumption: employee only about $765,288 at 4% or $510,192 at 6%; with 50% employer match about $510,192 at 4% or $340,128 at 6%; with 100% employer match about $382,644 at 4% or $255,096 at 6%.
Advantage Financial Planning Inc. 401K Profit Sharing Plan-2$717,988$61,223$30,612iApproximate average salary by contribution assumption: employee only about $765,288 at 4% or $510,192 at 6%; with 50% employer match about $510,192 at 4% or $340,128 at 6%; with 100% employer match about $382,644 at 4% or $255,096 at 6%.
201112$579,203$35,192$17,596iApproximate average salary by contribution assumption: employee only about $439,900 at 4% or $293,267 at 6%; with 50% employer match about $293,267 at 4% or $195,511 at 6%; with 100% employer match about $219,950 at 4% or $146,633 at 6%.
Advantage Financial Planning Inc. 401K Profit Sharing Plan-2$579,203$35,192$17,596iApproximate average salary by contribution assumption: employee only about $439,900 at 4% or $293,267 at 6%; with 50% employer match about $293,267 at 4% or $195,511 at 6%; with 100% employer match about $219,950 at 4% or $146,633 at 6%.
201012$583,325$31,280$15,640iApproximate average salary by contribution assumption: employee only about $391,000 at 4% or $260,667 at 6%; with 50% employer match about $260,667 at 4% or $173,778 at 6%; with 100% employer match about $195,500 at 4% or $130,333 at 6%.
Advantage Financial Planning Inc. 401K Profit Sharing Plan-2$583,325$31,280$15,640iApproximate average salary by contribution assumption: employee only about $391,000 at 4% or $260,667 at 6%; with 50% employer match about $260,667 at 4% or $173,778 at 6%; with 100% employer match about $195,500 at 4% or $130,333 at 6%.
200912$526,661$9,120$4,560iApproximate average salary by contribution assumption: employee only about $114,000 at 4% or $76,000 at 6%; with 50% employer match about $76,000 at 4% or $50,667 at 6%; with 100% employer match about $57,000 at 4% or $38,000 at 6%.
Advantage Financial Planning Inc. 401K Profit Sharing Plan-2$526,661$9,120$4,560iApproximate average salary by contribution assumption: employee only about $114,000 at 4% or $76,000 at 6%; with 50% employer match about $76,000 at 4% or $50,667 at 6%; with 100% employer match about $57,000 at 4% or $38,000 at 6%.
200812$405,963$32,086$16,043iApproximate average salary by contribution assumption: employee only about $401,075 at 4% or $267,383 at 6%; with 50% employer match about $267,383 at 4% or $178,256 at 6%; with 100% employer match about $200,538 at 4% or $133,692 at 6%.
Advantage Financial Planning Inc. 401K Profit Sharing Plan-2$405,963$32,086$16,043iApproximate average salary by contribution assumption: employee only about $401,075 at 4% or $267,383 at 6%; with 50% employer match about $267,383 at 4% or $178,256 at 6%; with 100% employer match about $200,538 at 4% or $133,692 at 6%.
200712$556,526$44,564$22,282iApproximate average salary by contribution assumption: employee only about $557,050 at 4% or $371,367 at 6%; with 50% employer match about $371,367 at 4% or $247,578 at 6%; with 100% employer match about $278,525 at 4% or $185,683 at 6%.
Advantage Financial Planning Inc. 401K Profit Sharing Plan-2$556,526$44,564$22,282iApproximate average salary by contribution assumption: employee only about $557,050 at 4% or $371,367 at 6%; with 50% employer match about $371,367 at 4% or $247,578 at 6%; with 100% employer match about $278,525 at 4% or $185,683 at 6%.
200612$475,141$49,488$24,744iApproximate average salary by contribution assumption: employee only about $618,600 at 4% or $412,400 at 6%; with 50% employer match about $412,400 at 4% or $274,933 at 6%; with 100% employer match about $309,300 at 4% or $206,200 at 6%.
Advantage Financial Planning Inc. 401K Profit Sharing Plan-2$475,141$49,488$24,744iApproximate average salary by contribution assumption: employee only about $618,600 at 4% or $412,400 at 6%; with 50% employer match about $412,400 at 4% or $274,933 at 6%; with 100% employer match about $309,300 at 4% or $206,200 at 6%.
200512$408,290$47,399$23,700iApproximate average salary by contribution assumption: employee only about $592,488 at 4% or $394,992 at 6%; with 50% employer match about $394,992 at 4% or $263,328 at 6%; with 100% employer match about $296,244 at 4% or $197,496 at 6%.
Advantage Financial Planning Inc. 401K Profit Sharing Plan-2$408,290$47,399$23,700iApproximate average salary by contribution assumption: employee only about $592,488 at 4% or $394,992 at 6%; with 50% employer match about $394,992 at 4% or $263,328 at 6%; with 100% employer match about $296,244 at 4% or $197,496 at 6%.
200412$328,569$33,032$16,516iApproximate average salary by contribution assumption: employee only about $412,900 at 4% or $275,267 at 6%; with 50% employer match about $275,267 at 4% or $183,511 at 6%; with 100% employer match about $206,450 at 4% or $137,633 at 6%.
Advantage Financial Planning Inc. 401K Profit Sharing Plan-2$328,569$33,032$16,516iApproximate average salary by contribution assumption: employee only about $412,900 at 4% or $275,267 at 6%; with 50% employer match about $275,267 at 4% or $183,511 at 6%; with 100% employer match about $206,450 at 4% or $137,633 at 6%.
200313$0$0-
Advantage Financial Planning Inc. 401K Profit Sharing Plan-3---
200213$167,977$57,284$19,095iApproximate average salary by contribution assumption: employee only about $477,367 at 4% or $318,244 at 6%; with 50% employer match about $318,244 at 4% or $212,163 at 6%; with 100% employer match about $238,683 at 4% or $159,122 at 6%.
Advantage Financial Planning Inc. 401K Profit Sharing Plan-3$167,977$57,284$19,095iApproximate average salary by contribution assumption: employee only about $477,367 at 4% or $318,244 at 6%; with 50% employer match about $318,244 at 4% or $212,163 at 6%; with 100% employer match about $238,683 at 4% or $159,122 at 6%.
200123$0$0-
Advantage Financial Planning Inc., Money Purchase Pension Plan-0---
Advantage Financial Planning Inc. 401K Profit Sharing Plan-3---
200022$107,677$29,125$14,563iApproximate average salary by contribution assumption: employee only about $364,063 at 4% or $242,708 at 6%; with 50% employer match about $242,708 at 4% or $161,806 at 6%; with 100% employer match about $182,031 at 4% or $121,354 at 6%.
Advantage Financial Planning Inc. 401K Profit Sharing Plan-2$64,533$17,475$8,738iApproximate average salary by contribution assumption: employee only about $218,438 at 4% or $145,625 at 6%; with 50% employer match about $145,625 at 4% or $97,083 at 6%; with 100% employer match about $109,219 at 4% or $72,813 at 6%.
Advantage Financial Planning Inc., Money Purchase Pension Plan-2$43,144$11,650$5,825iApproximate average salary by contribution assumption: employee only about $145,625 at 4% or $97,083 at 6%; with 50% employer match about $97,083 at 4% or $64,722 at 6%; with 100% employer match about $72,813 at 4% or $48,542 at 6%.
199912$40,700$9,722$4,861iApproximate average salary by contribution assumption: employee only about $121,525 at 4% or $81,017 at 6%; with 50% employer match about $81,017 at 4% or $54,011 at 6%; with 100% employer match about $60,763 at 4% or $40,508 at 6%.
Advantage Financial Planning Inc., Money Purchase Pension Plan-2$40,700$9,722$4,861iApproximate average salary by contribution assumption: employee only about $121,525 at 4% or $81,017 at 6%; with 50% employer match about $81,017 at 4% or $54,011 at 6%; with 100% employer match about $60,763 at 4% or $40,508 at 6%.