Precision Planning
Plan context: Precision Planning 401K Profit Sharing Plan & Trust
EIN 68-0349361 • Alamo, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2009
2009 Participants
7
2009 Assets
$316,068
2009 Contributions
$42,180
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $42,180 | - |
| Precision Planning 401K Profit Sharing Plan & Trust | - | 0 | $0 | $42,180 | - |
| 2008 | 1 | 7 | $316,068 | $84,320 | $12,046iApproximate average salary by contribution assumption: employee only about $301,143 at 4% or $200,762 at 6%; with 50% employer match about $200,762 at 4% or $133,841 at 6%; with 100% employer match about $150,571 at 4% or $100,381 at 6%. |
| Precision Planning 401K Profit Sharing Plan & Trust | - | 7 | $316,068 | $84,320 | $12,046iApproximate average salary by contribution assumption: employee only about $301,143 at 4% or $200,762 at 6%; with 50% employer match about $200,762 at 4% or $133,841 at 6%; with 100% employer match about $150,571 at 4% or $100,381 at 6%. |
| 2007 | 1 | 10 | $503,690 | $122,394 | $12,239iApproximate average salary by contribution assumption: employee only about $305,985 at 4% or $203,990 at 6%; with 50% employer match about $203,990 at 4% or $135,993 at 6%; with 100% employer match about $152,993 at 4% or $101,995 at 6%. |
| Precision Planning 401K Profit Sharing Plan & Trust | - | 10 | $503,690 | $122,394 | $12,239iApproximate average salary by contribution assumption: employee only about $305,985 at 4% or $203,990 at 6%; with 50% employer match about $203,990 at 4% or $135,993 at 6%; with 100% employer match about $152,993 at 4% or $101,995 at 6%. |
| 2006 | 1 | 16 | $432,298 | $111,488 | $6,968iApproximate average salary by contribution assumption: employee only about $174,200 at 4% or $116,133 at 6%; with 50% employer match about $116,133 at 4% or $77,422 at 6%; with 100% employer match about $87,100 at 4% or $58,067 at 6%. |
| Precision Planning 401K Profit Sharing Plan & Trust | - | 16 | $432,298 | $111,488 | $6,968iApproximate average salary by contribution assumption: employee only about $174,200 at 4% or $116,133 at 6%; with 50% employer match about $116,133 at 4% or $77,422 at 6%; with 100% employer match about $87,100 at 4% or $58,067 at 6%. |
| 2005 | 1 | 10 | $331,627 | $111,845 | $11,185iApproximate average salary by contribution assumption: employee only about $279,613 at 4% or $186,408 at 6%; with 50% employer match about $186,408 at 4% or $124,272 at 6%; with 100% employer match about $139,806 at 4% or $93,204 at 6%. |
| Precision Planning 401K Profit Sharing Plan & Trust | - | 10 | $331,627 | $111,845 | $11,185iApproximate average salary by contribution assumption: employee only about $279,613 at 4% or $186,408 at 6%; with 50% employer match about $186,408 at 4% or $124,272 at 6%; with 100% employer match about $139,806 at 4% or $93,204 at 6%. |
| 2003 | 1 | 10 | $101,459 | $60,761 | $6,076iApproximate average salary by contribution assumption: employee only about $151,903 at 4% or $101,268 at 6%; with 50% employer match about $101,268 at 4% or $67,512 at 6%; with 100% employer match about $75,951 at 4% or $50,634 at 6%. |
| Precision Planning 401K Profit Sharing Plan & Trust | - | 10 | $101,459 | $60,761 | $6,076iApproximate average salary by contribution assumption: employee only about $151,903 at 4% or $101,268 at 6%; with 50% employer match about $101,268 at 4% or $67,512 at 6%; with 100% employer match about $75,951 at 4% or $50,634 at 6%. |