Civic Intelligence

Certified Planners Inc

Plan context: Certified Planners Inc. Profit Sharing Plan

EIN 68-0295450 • San Ramon, CA • 30 filings • 6 plans

2333 San Ramon Valley Blvd Ste 185San Ramon, CA 94583-1613
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,873,047

2024 Contributions

$157,260

Historical Graphs

Total Assets Over Time

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

$2,873,047$1,436,524$0199920132024YearValue
$2,873,047Latest year 2024

Participants Over Time

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

530199920122024YearValue
5Latest 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
202415$2,873,047$157,260$31,452iApproximate average salary by contribution assumption: employee only about $786,300 at 4% or $524,200 at 6%; with 50% employer match about $524,200 at 4% or $349,467 at 6%; with 100% employer match about $393,150 at 4% or $262,100 at 6%.
Certified Planners Inc. Profit Sharing Plan-5$2,873,047$157,260$31,452iApproximate average salary by contribution assumption: employee only about $786,300 at 4% or $524,200 at 6%; with 50% employer match about $524,200 at 4% or $349,467 at 6%; with 100% employer match about $393,150 at 4% or $262,100 at 6%.
202312$2,423,086$128,362$64,181iApproximate average salary by contribution assumption: employee only about $1,604,525 at 4% or $1,069,683 at 6%; with 50% employer match about $1,069,683 at 4% or $713,122 at 6%; with 100% employer match about $802,263 at 4% or $534,842 at 6%.
Certified Planners Inc. Profit Sharing Plan-2$2,423,086$128,362$64,181iApproximate average salary by contribution assumption: employee only about $1,604,525 at 4% or $1,069,683 at 6%; with 50% employer match about $1,069,683 at 4% or $713,122 at 6%; with 100% employer match about $802,263 at 4% or $534,842 at 6%.
202213$2,063,914$124,543$41,514iApproximate average salary by contribution assumption: employee only about $1,037,858 at 4% or $691,906 at 6%; with 50% employer match about $691,906 at 4% or $461,270 at 6%; with 100% employer match about $518,929 at 4% or $345,953 at 6%.
Certified Planners Inc. Profit Sharing Plan-3$2,063,914$124,543$41,514iApproximate average salary by contribution assumption: employee only about $1,037,858 at 4% or $691,906 at 6%; with 50% employer match about $691,906 at 4% or $461,270 at 6%; with 100% employer match about $518,929 at 4% or $345,953 at 6%.
202112$2,228,676$129,614$64,807iApproximate average salary by contribution assumption: employee only about $1,620,175 at 4% or $1,080,117 at 6%; with 50% employer match about $1,080,117 at 4% or $720,078 at 6%; with 100% employer match about $810,088 at 4% or $540,058 at 6%.
Certified Planners Inc. Profit Sharing Plan-2$2,228,676$129,614$64,807iApproximate average salary by contribution assumption: employee only about $1,620,175 at 4% or $1,080,117 at 6%; with 50% employer match about $1,080,117 at 4% or $720,078 at 6%; with 100% employer match about $810,088 at 4% or $540,058 at 6%.
202013$2,182,329$126,060$42,020iApproximate average salary by contribution assumption: employee only about $1,050,500 at 4% or $700,333 at 6%; with 50% employer match about $700,333 at 4% or $466,889 at 6%; with 100% employer match about $525,250 at 4% or $350,167 at 6%.
Certified Planners Inc. Profit Sharing Plan-3$2,182,329$126,060$42,020iApproximate average salary by contribution assumption: employee only about $1,050,500 at 4% or $700,333 at 6%; with 50% employer match about $700,333 at 4% or $466,889 at 6%; with 100% employer match about $525,250 at 4% or $350,167 at 6%.
201913$1,795,269$126,805$42,268iApproximate average salary by contribution assumption: employee only about $1,056,708 at 4% or $704,472 at 6%; with 50% employer match about $704,472 at 4% or $469,648 at 6%; with 100% employer match about $528,354 at 4% or $352,236 at 6%.
Certified Planners Inc. Profit Sharing Plan-3$1,795,269$126,805$42,268iApproximate average salary by contribution assumption: employee only about $1,056,708 at 4% or $704,472 at 6%; with 50% employer match about $704,472 at 4% or $469,648 at 6%; with 100% employer match about $528,354 at 4% or $352,236 at 6%.
201814$1,469,663$123,446$30,862iApproximate average salary by contribution assumption: employee only about $771,538 at 4% or $514,358 at 6%; with 50% employer match about $514,358 at 4% or $342,906 at 6%; with 100% employer match about $385,769 at 4% or $257,179 at 6%.
Certified Planners Inc. Profit Sharing Plan-4$1,469,663$123,446$30,862iApproximate average salary by contribution assumption: employee only about $771,538 at 4% or $514,358 at 6%; with 50% employer match about $514,358 at 4% or $342,906 at 6%; with 100% employer match about $385,769 at 4% or $257,179 at 6%.
201714$1,373,199$122,695$30,674iApproximate average salary by contribution assumption: employee only about $766,844 at 4% or $511,229 at 6%; with 50% employer match about $511,229 at 4% or $340,819 at 6%; with 100% employer match about $383,422 at 4% or $255,615 at 6%.
Certified Planners Inc. Profit Sharing Plan-4$1,373,199$122,695$30,674iApproximate average salary by contribution assumption: employee only about $766,844 at 4% or $511,229 at 6%; with 50% employer match about $511,229 at 4% or $340,819 at 6%; with 100% employer match about $383,422 at 4% or $255,615 at 6%.
201613$1,143,372$119,817$39,939iApproximate average salary by contribution assumption: employee only about $998,475 at 4% or $665,650 at 6%; with 50% employer match about $665,650 at 4% or $443,767 at 6%; with 100% employer match about $499,238 at 4% or $332,825 at 6%.
Certified Planners Inc. Profit Sharing Plan-3$1,143,372$119,817$39,939iApproximate average salary by contribution assumption: employee only about $998,475 at 4% or $665,650 at 6%; with 50% employer match about $665,650 at 4% or $443,767 at 6%; with 100% employer match about $499,238 at 4% or $332,825 at 6%.
201514$987,405$119,716$29,929iApproximate average salary by contribution assumption: employee only about $748,225 at 4% or $498,817 at 6%; with 50% employer match about $498,817 at 4% or $332,544 at 6%; with 100% employer match about $374,113 at 4% or $249,408 at 6%.
Certified Planners Inc. Profit Sharing Plan-4$987,405$119,716$29,929iApproximate average salary by contribution assumption: employee only about $748,225 at 4% or $498,817 at 6%; with 50% employer match about $498,817 at 4% or $332,544 at 6%; with 100% employer match about $374,113 at 4% or $249,408 at 6%.
201413$867,549$139,948$46,649iApproximate average salary by contribution assumption: employee only about $1,166,233 at 4% or $777,489 at 6%; with 50% employer match about $777,489 at 4% or $518,326 at 6%; with 100% employer match about $583,117 at 4% or $388,744 at 6%.
Certified Planners Inc. Profit Sharing Plan-3$867,549$139,948$46,649iApproximate average salary by contribution assumption: employee only about $1,166,233 at 4% or $777,489 at 6%; with 50% employer match about $777,489 at 4% or $518,326 at 6%; with 100% employer match about $583,117 at 4% or $388,744 at 6%.
201314$1,025,509$142,754$35,689iApproximate average salary by contribution assumption: employee only about $892,213 at 4% or $594,808 at 6%; with 50% employer match about $594,808 at 4% or $396,539 at 6%; with 100% employer match about $446,106 at 4% or $297,404 at 6%.
Certified Planners Inc. Profit Sharing Plan-4$1,025,509$142,754$35,689iApproximate average salary by contribution assumption: employee only about $892,213 at 4% or $594,808 at 6%; with 50% employer match about $594,808 at 4% or $396,539 at 6%; with 100% employer match about $446,106 at 4% or $297,404 at 6%.
201215$895,354$135,620$27,124iApproximate average salary by contribution assumption: employee only about $678,100 at 4% or $452,067 at 6%; with 50% employer match about $452,067 at 4% or $301,378 at 6%; with 100% employer match about $339,050 at 4% or $226,033 at 6%.
Certified Planners Inc. Profit Sharing Plan-5$895,354$135,620$27,124iApproximate average salary by contribution assumption: employee only about $678,100 at 4% or $452,067 at 6%; with 50% employer match about $452,067 at 4% or $301,378 at 6%; with 100% employer match about $339,050 at 4% or $226,033 at 6%.
201115$695,965$100,334$20,067iApproximate average salary by contribution assumption: employee only about $501,670 at 4% or $334,447 at 6%; with 50% employer match about $334,447 at 4% or $222,964 at 6%; with 100% employer match about $250,835 at 4% or $167,223 at 6%.
Certified Planners Inc. Profit Sharing Plan-5$695,965$100,334$20,067iApproximate average salary by contribution assumption: employee only about $501,670 at 4% or $334,447 at 6%; with 50% employer match about $334,447 at 4% or $222,964 at 6%; with 100% employer match about $250,835 at 4% or $167,223 at 6%.
201015$595,955$89,904$17,981iApproximate average salary by contribution assumption: employee only about $449,520 at 4% or $299,680 at 6%; with 50% employer match about $299,680 at 4% or $199,787 at 6%; with 100% employer match about $224,760 at 4% or $149,840 at 6%.
Certified Planners Inc. Profit Sharing Plan-5$595,955$89,904$17,981iApproximate average salary by contribution assumption: employee only about $449,520 at 4% or $299,680 at 6%; with 50% employer match about $299,680 at 4% or $199,787 at 6%; with 100% employer match about $224,760 at 4% or $149,840 at 6%.
200915$861,580$85,981$17,196iApproximate average salary by contribution assumption: employee only about $429,905 at 4% or $286,603 at 6%; with 50% employer match about $286,603 at 4% or $191,069 at 6%; with 100% employer match about $214,953 at 4% or $143,302 at 6%.
Certified Planners Inc. Profit Sharing Plan-5$861,580$85,981$17,196iApproximate average salary by contribution assumption: employee only about $429,905 at 4% or $286,603 at 6%; with 50% employer match about $286,603 at 4% or $191,069 at 6%; with 100% employer match about $214,953 at 4% or $143,302 at 6%.
200814$541,839$103$26iApproximate average salary by contribution assumption: employee only about $643 at 4% or $429 at 6%; with 50% employer match about $429 at 4% or $286 at 6%; with 100% employer match about $322 at 4% or $214 at 6%.
Certified Planners Inc. Profit Sharing Plan-4$541,839$103$26iApproximate average salary by contribution assumption: employee only about $643 at 4% or $429 at 6%; with 50% employer match about $429 at 4% or $286 at 6%; with 100% employer match about $322 at 4% or $214 at 6%.
200714$675,583$70,868$17,717iApproximate average salary by contribution assumption: employee only about $442,925 at 4% or $295,283 at 6%; with 50% employer match about $295,283 at 4% or $196,856 at 6%; with 100% employer match about $221,463 at 4% or $147,642 at 6%.
Certified Planners Inc. Profit Sharing Plan-4$675,583$70,868$17,717iApproximate average salary by contribution assumption: employee only about $442,925 at 4% or $295,283 at 6%; with 50% employer match about $295,283 at 4% or $196,856 at 6%; with 100% employer match about $221,463 at 4% or $147,642 at 6%.
200614$0$77,214$19,304iApproximate average salary by contribution assumption: employee only about $482,588 at 4% or $321,725 at 6%; with 50% employer match about $321,725 at 4% or $214,483 at 6%; with 100% employer match about $241,294 at 4% or $160,863 at 6%.
Certified Planners Inc. Profit Sharing Plan-4-$77,214$19,304iApproximate average salary by contribution assumption: employee only about $482,588 at 4% or $321,725 at 6%; with 50% employer match about $321,725 at 4% or $214,483 at 6%; with 100% employer match about $241,294 at 4% or $160,863 at 6%.
200513$435,366$73,541$24,514iApproximate average salary by contribution assumption: employee only about $612,842 at 4% or $408,561 at 6%; with 50% employer match about $408,561 at 4% or $272,374 at 6%; with 100% employer match about $306,421 at 4% or $204,281 at 6%.
Certified Planners Inc. Profit Sharing Plan-3$435,366$73,541$24,514iApproximate average salary by contribution assumption: employee only about $612,842 at 4% or $408,561 at 6%; with 50% employer match about $408,561 at 4% or $272,374 at 6%; with 100% employer match about $306,421 at 4% or $204,281 at 6%.
200413$472,289$0-
Certified Planners Inc. Profit Sharing Plan-3$472,289--
200313$429,403$0-
Certified Planners Inc. Profit Sharing Plan-3$429,403--
200223$350,738$56,889$18,963iApproximate average salary by contribution assumption: employee only about $474,075 at 4% or $316,050 at 6%; with 50% employer match about $316,050 at 4% or $210,700 at 6%; with 100% employer match about $237,038 at 4% or $158,025 at 6%.
Certified Planners Inc. Profit Sharing Plan-3$350,738--
Certified Planners Inc Money Purchase Plan-0-$56,889-
200125$0$0-
Certified Planners Inc. Profit Sharing Plan-4---
Certified Planners Inc Money Purchase Plan-5---
200024$147,174$0-
Certified Planners Inc. Profit Sharing Plan-4$147,174--
Certified Planners Inc Money Purchase Plan-4---
199924$339,794$46,474$11,619iApproximate average salary by contribution assumption: employee only about $290,463 at 4% or $193,642 at 6%; with 50% employer match about $193,642 at 4% or $129,094 at 6%; with 100% employer match about $145,231 at 4% or $96,821 at 6%.
Certified Planners Inc Money Purchase Plan-4$206,218$46,466$11,617iApproximate average salary by contribution assumption: employee only about $290,413 at 4% or $193,608 at 6%; with 50% employer match about $193,608 at 4% or $129,072 at 6%; with 100% employer match about $145,206 at 4% or $96,804 at 6%.
Certified Planners Inc. Profit Sharing Plan-3$133,576$8$3iApproximate average salary by contribution assumption: employee only about $67 at 4% or $44 at 6%; with 50% employer match about $44 at 4% or $30 at 6%; with 100% employer match about $33 at 4% or $22 at 6%.