Civic Intelligence

FINANCIAL PLANNING RESOURCES, INC.

Plan context: FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST

EIN 73-1532417 • Tulsa, OK • 19 filings • 2 plans

2250 E. 73rd St., Ste. 650Tulsa, OK 74136
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$2,640,165

2025 Contributions

$419,179

Historical Graphs

Total Assets Over Time

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

$2,640,165$1,320,083$0200820172025YearValue
$2,640,165Latest year 2025

Participants Over Time

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

19100200720162025YearValue
19Latest year 2025

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
2025119$2,640,165$419,179$22,062iApproximate average salary by contribution assumption: employee only about $551,551 at 4% or $367,701 at 6%; with 50% employer match about $367,701 at 4% or $245,134 at 6%; with 100% employer match about $275,776 at 4% or $183,850 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-19$2,640,165$419,179$22,062iApproximate average salary by contribution assumption: employee only about $551,551 at 4% or $367,701 at 6%; with 50% employer match about $367,701 at 4% or $245,134 at 6%; with 100% employer match about $275,776 at 4% or $183,850 at 6%.
2024117$2,100,092$350,662$20,627iApproximate average salary by contribution assumption: employee only about $515,679 at 4% or $343,786 at 6%; with 50% employer match about $343,786 at 4% or $229,191 at 6%; with 100% employer match about $257,840 at 4% or $171,893 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-17$2,100,092$350,662$20,627iApproximate average salary by contribution assumption: employee only about $515,679 at 4% or $343,786 at 6%; with 50% employer match about $343,786 at 4% or $229,191 at 6%; with 100% employer match about $257,840 at 4% or $171,893 at 6%.
2023116$1,684,805$271,833$16,990iApproximate average salary by contribution assumption: employee only about $424,739 at 4% or $283,159 at 6%; with 50% employer match about $283,159 at 4% or $188,773 at 6%; with 100% employer match about $212,370 at 4% or $141,580 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-16$1,684,805$271,833$16,990iApproximate average salary by contribution assumption: employee only about $424,739 at 4% or $283,159 at 6%; with 50% employer match about $283,159 at 4% or $188,773 at 6%; with 100% employer match about $212,370 at 4% or $141,580 at 6%.
2022113$1,627,118$194,674$14,975iApproximate average salary by contribution assumption: employee only about $374,373 at 4% or $249,582 at 6%; with 50% employer match about $249,582 at 4% or $166,388 at 6%; with 100% employer match about $187,187 at 4% or $124,791 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-13$1,627,118$194,674$14,975iApproximate average salary by contribution assumption: employee only about $374,373 at 4% or $249,582 at 6%; with 50% employer match about $249,582 at 4% or $166,388 at 6%; with 100% employer match about $187,187 at 4% or $124,791 at 6%.
2021110$1,792,124$196,668$19,667iApproximate average salary by contribution assumption: employee only about $491,670 at 4% or $327,780 at 6%; with 50% employer match about $327,780 at 4% or $218,520 at 6%; with 100% employer match about $245,835 at 4% or $163,890 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-10$1,792,124$196,668$19,667iApproximate average salary by contribution assumption: employee only about $491,670 at 4% or $327,780 at 6%; with 50% employer match about $327,780 at 4% or $218,520 at 6%; with 100% employer match about $245,835 at 4% or $163,890 at 6%.
2020110$1,400,785$125,908$12,591iApproximate average salary by contribution assumption: employee only about $314,770 at 4% or $209,847 at 6%; with 50% employer match about $209,847 at 4% or $139,898 at 6%; with 100% employer match about $157,385 at 4% or $104,923 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-10$1,400,785$125,908$12,591iApproximate average salary by contribution assumption: employee only about $314,770 at 4% or $209,847 at 6%; with 50% employer match about $209,847 at 4% or $139,898 at 6%; with 100% employer match about $157,385 at 4% or $104,923 at 6%.
2019110$1,455,429$106,662$10,666iApproximate average salary by contribution assumption: employee only about $266,655 at 4% or $177,770 at 6%; with 50% employer match about $177,770 at 4% or $118,513 at 6%; with 100% employer match about $133,328 at 4% or $88,885 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-10$1,455,429$106,662$10,666iApproximate average salary by contribution assumption: employee only about $266,655 at 4% or $177,770 at 6%; with 50% employer match about $177,770 at 4% or $118,513 at 6%; with 100% employer match about $133,328 at 4% or $88,885 at 6%.
201818$1,175,142$114,645$14,331iApproximate average salary by contribution assumption: employee only about $358,266 at 4% or $238,844 at 6%; with 50% employer match about $238,844 at 4% or $159,229 at 6%; with 100% employer match about $179,133 at 4% or $119,422 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-8$1,175,142$114,645$14,331iApproximate average salary by contribution assumption: employee only about $358,266 at 4% or $238,844 at 6%; with 50% employer match about $238,844 at 4% or $159,229 at 6%; with 100% employer match about $179,133 at 4% or $119,422 at 6%.
201718$1,144,320$90,964$11,371iApproximate average salary by contribution assumption: employee only about $284,263 at 4% or $189,508 at 6%; with 50% employer match about $189,508 at 4% or $126,339 at 6%; with 100% employer match about $142,131 at 4% or $94,754 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-8$1,144,320$90,964$11,371iApproximate average salary by contribution assumption: employee only about $284,263 at 4% or $189,508 at 6%; with 50% employer match about $189,508 at 4% or $126,339 at 6%; with 100% employer match about $142,131 at 4% or $94,754 at 6%.
201616$854,142$145,720$24,287iApproximate average salary by contribution assumption: employee only about $607,167 at 4% or $404,778 at 6%; with 50% employer match about $404,778 at 4% or $269,852 at 6%; with 100% employer match about $303,583 at 4% or $202,389 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-6$854,142$145,720$24,287iApproximate average salary by contribution assumption: employee only about $607,167 at 4% or $404,778 at 6%; with 50% employer match about $404,778 at 4% or $269,852 at 6%; with 100% employer match about $303,583 at 4% or $202,389 at 6%.
201516$671,331$69,085$11,514iApproximate average salary by contribution assumption: employee only about $287,854 at 4% or $191,903 at 6%; with 50% employer match about $191,903 at 4% or $127,935 at 6%; with 100% employer match about $143,927 at 4% or $95,951 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-6$671,331$69,085$11,514iApproximate average salary by contribution assumption: employee only about $287,854 at 4% or $191,903 at 6%; with 50% employer match about $191,903 at 4% or $127,935 at 6%; with 100% employer match about $143,927 at 4% or $95,951 at 6%.
201417$634,888$59,521$8,503iApproximate average salary by contribution assumption: employee only about $212,575 at 4% or $141,717 at 6%; with 50% employer match about $141,717 at 4% or $94,478 at 6%; with 100% employer match about $106,288 at 4% or $70,858 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-7$634,888$59,521$8,503iApproximate average salary by contribution assumption: employee only about $212,575 at 4% or $141,717 at 6%; with 50% employer match about $141,717 at 4% or $94,478 at 6%; with 100% employer match about $106,288 at 4% or $70,858 at 6%.
201318$545,583$45,005$5,626iApproximate average salary by contribution assumption: employee only about $140,641 at 4% or $93,760 at 6%; with 50% employer match about $93,760 at 4% or $62,507 at 6%; with 100% employer match about $70,320 at 4% or $46,880 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST-8$545,583$45,005$5,626iApproximate average salary by contribution assumption: employee only about $140,641 at 4% or $93,760 at 6%; with 50% employer match about $93,760 at 4% or $62,507 at 6%; with 100% employer match about $70,320 at 4% or $46,880 at 6%.
2012110$397,154$58,303$5,830iApproximate average salary by contribution assumption: employee only about $145,758 at 4% or $97,172 at 6%; with 50% employer match about $97,172 at 4% or $64,781 at 6%; with 100% employer match about $72,879 at 4% or $48,586 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401K PROFIT SHARING PLAN & TRUST-10$397,154$58,303$5,830iApproximate average salary by contribution assumption: employee only about $145,758 at 4% or $97,172 at 6%; with 50% employer match about $97,172 at 4% or $64,781 at 6%; with 100% employer match about $72,879 at 4% or $48,586 at 6%.
201118$283,182$55,869$6,984iApproximate average salary by contribution assumption: employee only about $174,591 at 4% or $116,394 at 6%; with 50% employer match about $116,394 at 4% or $77,596 at 6%; with 100% employer match about $87,295 at 4% or $58,197 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401K PROFIT SHARING PLAN & TRUST-8$283,182$55,869$6,984iApproximate average salary by contribution assumption: employee only about $174,591 at 4% or $116,394 at 6%; with 50% employer match about $116,394 at 4% or $77,596 at 6%; with 100% employer match about $87,295 at 4% or $58,197 at 6%.
201018$272,430$52,686$6,586iApproximate average salary by contribution assumption: employee only about $164,644 at 4% or $109,763 at 6%; with 50% employer match about $109,763 at 4% or $73,175 at 6%; with 100% employer match about $82,322 at 4% or $54,881 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401K PROFIT SHARING PLAN & TRUST-8$272,430$52,686$6,586iApproximate average salary by contribution assumption: employee only about $164,644 at 4% or $109,763 at 6%; with 50% employer match about $109,763 at 4% or $73,175 at 6%; with 100% employer match about $82,322 at 4% or $54,881 at 6%.
200916$189,462$53,025$8,838iApproximate average salary by contribution assumption: employee only about $220,938 at 4% or $147,292 at 6%; with 50% employer match about $147,292 at 4% or $98,194 at 6%; with 100% employer match about $110,469 at 4% or $73,646 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401K PROFIT SHARING PLAN & TRUST-6$189,462$53,025$8,838iApproximate average salary by contribution assumption: employee only about $220,938 at 4% or $147,292 at 6%; with 50% employer match about $147,292 at 4% or $98,194 at 6%; with 100% employer match about $110,469 at 4% or $73,646 at 6%.
200819$94,658$67,703$7,523iApproximate average salary by contribution assumption: employee only about $188,064 at 4% or $125,376 at 6%; with 50% employer match about $125,376 at 4% or $83,584 at 6%; with 100% employer match about $94,032 at 4% or $62,688 at 6%.
FINANCIAL PLANNING RESOURCES, INC. 401K PROFIT SHARING PLAN & TRUST-9$94,658$67,703$7,523iApproximate average salary by contribution assumption: employee only about $188,064 at 4% or $125,376 at 6%; with 50% employer match about $125,376 at 4% or $83,584 at 6%; with 100% employer match about $94,032 at 4% or $62,688 at 6%.
200716$0$0-
FINANCIAL PLANNING RESOURCES, INC. 401K PROFIT SHARING PLAN & TRUST-6---