Civic Intelligence

Advanced Planning Inc.

Plan context: ADVANCED PLANNING 401(K) PLAN

EIN 75-2473661 • Southlake, TX • 23 filings • 4 plans

566 N. Kimball Ave.Ste. 120Southlake, TX 76092
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$84,842

2021 Contributions

$16,279

Historical Graphs

Total Assets Over Time

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

$611,559$305,780$0199920102020YearValue
$84,842Latest year 2020

Participants Over Time

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

1470199920092020YearValue
3Latest year 2020

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
202110$0$0-
ADVANCED PLANNING 401(K) PLAN-0$0--
202013$84,842$16,279$5,426iApproximate average salary by contribution assumption: employee only about $135,658 at 4% or $90,439 at 6%; with 50% employer match about $90,439 at 4% or $60,293 at 6%; with 100% employer match about $67,829 at 4% or $45,219 at 6%.
ADVANCED PLANNING 401(K) PLAN-3$84,842$16,279$5,426iApproximate average salary by contribution assumption: employee only about $135,658 at 4% or $90,439 at 6%; with 50% employer match about $90,439 at 4% or $60,293 at 6%; with 100% employer match about $67,829 at 4% or $45,219 at 6%.
201914$205,547$76,281$19,070iApproximate average salary by contribution assumption: employee only about $476,756 at 4% or $317,838 at 6%; with 50% employer match about $317,838 at 4% or $211,892 at 6%; with 100% employer match about $238,378 at 4% or $158,919 at 6%.
ADVANCED PLANNING 401(K) PLAN-4$205,547$76,281$19,070iApproximate average salary by contribution assumption: employee only about $476,756 at 4% or $317,838 at 6%; with 50% employer match about $317,838 at 4% or $211,892 at 6%; with 100% employer match about $238,378 at 4% or $158,919 at 6%.
201814$164,808$77,773$19,443iApproximate average salary by contribution assumption: employee only about $486,081 at 4% or $324,054 at 6%; with 50% employer match about $324,054 at 4% or $216,036 at 6%; with 100% employer match about $243,041 at 4% or $162,027 at 6%.
ADVANCED PLANNING 401(K) PLAN-4$164,808$77,773$19,443iApproximate average salary by contribution assumption: employee only about $486,081 at 4% or $324,054 at 6%; with 50% employer match about $324,054 at 4% or $216,036 at 6%; with 100% employer match about $243,041 at 4% or $162,027 at 6%.
201714$161,649$80,752$20,188iApproximate average salary by contribution assumption: employee only about $504,700 at 4% or $336,467 at 6%; with 50% employer match about $336,467 at 4% or $224,311 at 6%; with 100% employer match about $252,350 at 4% or $168,233 at 6%.
ADVANCED PLANNING, INC. RETIREMENT TRUST-4$161,649$80,752$20,188iApproximate average salary by contribution assumption: employee only about $504,700 at 4% or $336,467 at 6%; with 50% employer match about $336,467 at 4% or $224,311 at 6%; with 100% employer match about $252,350 at 4% or $168,233 at 6%.
201614$76,650$74,724$18,681iApproximate average salary by contribution assumption: employee only about $467,025 at 4% or $311,350 at 6%; with 50% employer match about $311,350 at 4% or $207,567 at 6%; with 100% employer match about $233,513 at 4% or $155,675 at 6%.
ADVANCED PLANNING, INC. RETIREMENT TRUST-4$76,650$74,724$18,681iApproximate average salary by contribution assumption: employee only about $467,025 at 4% or $311,350 at 6%; with 50% employer match about $311,350 at 4% or $207,567 at 6%; with 100% employer match about $233,513 at 4% or $155,675 at 6%.
201512$1,929$1,937$969iApproximate average salary by contribution assumption: employee only about $24,213 at 4% or $16,142 at 6%; with 50% employer match about $16,142 at 4% or $10,761 at 6%; with 100% employer match about $12,106 at 4% or $8,071 at 6%.
ADVANCED PLANNING, INC. RETIREMENT TRUST-2$1,929$1,937$969iApproximate average salary by contribution assumption: employee only about $24,213 at 4% or $16,142 at 6%; with 50% employer match about $16,142 at 4% or $10,761 at 6%; with 100% employer match about $12,106 at 4% or $8,071 at 6%.
201410$0$13,967-
Advanced Planning Inc. 401K Retirement Plan-0$0$13,967-
201317$611,559$65,543$9,363iApproximate average salary by contribution assumption: employee only about $234,082 at 4% or $156,055 at 6%; with 50% employer match about $156,055 at 4% or $104,037 at 6%; with 100% employer match about $117,041 at 4% or $78,027 at 6%.
Advanced Planning Inc. 401K Retirement Plan-7$611,559$65,543$9,363iApproximate average salary by contribution assumption: employee only about $234,082 at 4% or $156,055 at 6%; with 50% employer match about $156,055 at 4% or $104,037 at 6%; with 100% employer match about $117,041 at 4% or $78,027 at 6%.
201217$541,044$69,047$9,864iApproximate average salary by contribution assumption: employee only about $246,596 at 4% or $164,398 at 6%; with 50% employer match about $164,398 at 4% or $109,598 at 6%; with 100% employer match about $123,298 at 4% or $82,199 at 6%.
Advanced Planning Inc. 401K Retirement Plan-7$541,044$69,047$9,864iApproximate average salary by contribution assumption: employee only about $246,596 at 4% or $164,398 at 6%; with 50% employer match about $164,398 at 4% or $109,598 at 6%; with 100% employer match about $123,298 at 4% or $82,199 at 6%.
201116$464,213$58,140$9,690iApproximate average salary by contribution assumption: employee only about $242,250 at 4% or $161,500 at 6%; with 50% employer match about $161,500 at 4% or $107,667 at 6%; with 100% employer match about $121,125 at 4% or $80,750 at 6%.
Advanced Planning Inc. 401K Retirement Plan-6$464,213$58,140$9,690iApproximate average salary by contribution assumption: employee only about $242,250 at 4% or $161,500 at 6%; with 50% employer match about $161,500 at 4% or $107,667 at 6%; with 100% employer match about $121,125 at 4% or $80,750 at 6%.
201015$402,466$66,969$13,394iApproximate average salary by contribution assumption: employee only about $334,845 at 4% or $223,230 at 6%; with 50% employer match about $223,230 at 4% or $148,820 at 6%; with 100% employer match about $167,423 at 4% or $111,615 at 6%.
Advanced Planning Inc. 401K Retirement Plan-5$402,466$66,969$13,394iApproximate average salary by contribution assumption: employee only about $334,845 at 4% or $223,230 at 6%; with 50% employer match about $223,230 at 4% or $148,820 at 6%; with 100% employer match about $167,423 at 4% or $111,615 at 6%.
200915$330,266$45,552$9,110iApproximate average salary by contribution assumption: employee only about $227,760 at 4% or $151,840 at 6%; with 50% employer match about $151,840 at 4% or $101,227 at 6%; with 100% employer match about $113,880 at 4% or $75,920 at 6%.
Advanced Planning Inc. 401K Retirement Plan-5$330,266$45,552$9,110iApproximate average salary by contribution assumption: employee only about $227,760 at 4% or $151,840 at 6%; with 50% employer match about $151,840 at 4% or $101,227 at 6%; with 100% employer match about $113,880 at 4% or $75,920 at 6%.
200814$287,309$53,744$13,436iApproximate average salary by contribution assumption: employee only about $335,900 at 4% or $223,933 at 6%; with 50% employer match about $223,933 at 4% or $149,289 at 6%; with 100% employer match about $167,950 at 4% or $111,967 at 6%.
Advanced Planning Inc. 401K Retirement Plan-4$287,309$53,744$13,436iApproximate average salary by contribution assumption: employee only about $335,900 at 4% or $223,933 at 6%; with 50% employer match about $223,933 at 4% or $149,289 at 6%; with 100% employer match about $167,950 at 4% or $111,967 at 6%.
200715$461,043$41,407$8,281iApproximate average salary by contribution assumption: employee only about $207,035 at 4% or $138,023 at 6%; with 50% employer match about $138,023 at 4% or $92,016 at 6%; with 100% employer match about $103,518 at 4% or $69,012 at 6%.
Advanced Planning Inc. 401K Retirement Plan-5$461,043$41,407$8,281iApproximate average salary by contribution assumption: employee only about $207,035 at 4% or $138,023 at 6%; with 50% employer match about $138,023 at 4% or $92,016 at 6%; with 100% employer match about $103,518 at 4% or $69,012 at 6%.
2006111$518,936$75,550$6,868iApproximate average salary by contribution assumption: employee only about $171,705 at 4% or $114,470 at 6%; with 50% employer match about $114,470 at 4% or $76,313 at 6%; with 100% employer match about $85,852 at 4% or $57,235 at 6%.
Advanced Planning Inc. 401K Retirement Plan-11$518,936$75,550$6,868iApproximate average salary by contribution assumption: employee only about $171,705 at 4% or $114,470 at 6%; with 50% employer match about $114,470 at 4% or $76,313 at 6%; with 100% employer match about $85,852 at 4% or $57,235 at 6%.
2005111$410,860$77,609$7,055iApproximate average salary by contribution assumption: employee only about $176,384 at 4% or $117,589 at 6%; with 50% employer match about $117,589 at 4% or $78,393 at 6%; with 100% employer match about $88,192 at 4% or $58,795 at 6%.
Advanced Planning Inc. 401K Retirement Plan-11$410,860$77,609$7,055iApproximate average salary by contribution assumption: employee only about $176,384 at 4% or $117,589 at 6%; with 50% employer match about $117,589 at 4% or $78,393 at 6%; with 100% employer match about $88,192 at 4% or $58,795 at 6%.
2004113$352,073$65,960$5,074iApproximate average salary by contribution assumption: employee only about $126,846 at 4% or $84,564 at 6%; with 50% employer match about $84,564 at 4% or $56,376 at 6%; with 100% employer match about $63,423 at 4% or $42,282 at 6%.
Advanced Planning Inc. 401K Retirement Plan-13$352,073$65,960$5,074iApproximate average salary by contribution assumption: employee only about $126,846 at 4% or $84,564 at 6%; with 50% employer match about $84,564 at 4% or $56,376 at 6%; with 100% employer match about $63,423 at 4% or $42,282 at 6%.
2003112$269,159$67,726$5,644iApproximate average salary by contribution assumption: employee only about $141,096 at 4% or $94,064 at 6%; with 50% employer match about $94,064 at 4% or $62,709 at 6%; with 100% employer match about $70,548 at 4% or $47,032 at 6%.
Advanced Planning Inc. 401K Retirement Plan-12$269,159$67,726$5,644iApproximate average salary by contribution assumption: employee only about $141,096 at 4% or $94,064 at 6%; with 50% employer match about $94,064 at 4% or $62,709 at 6%; with 100% employer match about $70,548 at 4% or $47,032 at 6%.
2002114$202,190$64,265$4,590iApproximate average salary by contribution assumption: employee only about $114,759 at 4% or $76,506 at 6%; with 50% employer match about $76,506 at 4% or $51,004 at 6%; with 100% employer match about $57,379 at 4% or $38,253 at 6%.
Advanced Planning Inc. 401K Retirement Plan-14$202,190$64,265$4,590iApproximate average salary by contribution assumption: employee only about $114,759 at 4% or $76,506 at 6%; with 50% employer match about $76,506 at 4% or $51,004 at 6%; with 100% employer match about $57,379 at 4% or $38,253 at 6%.
200119$0$0-
Advanced Planning Inc. 401K Retirement Plan-9---
200016$150,883$39,025$6,504iApproximate average salary by contribution assumption: employee only about $162,604 at 4% or $108,403 at 6%; with 50% employer match about $108,403 at 4% or $72,269 at 6%; with 100% employer match about $81,302 at 4% or $54,201 at 6%.
Advanced Planning Inc. 401K Retirement Plan-6$150,883$39,025$6,504iApproximate average salary by contribution assumption: employee only about $162,604 at 4% or $108,403 at 6%; with 50% employer match about $108,403 at 4% or $72,269 at 6%; with 100% employer match about $81,302 at 4% or $54,201 at 6%.
199916$147,063$35,076$5,846iApproximate average salary by contribution assumption: employee only about $146,150 at 4% or $97,433 at 6%; with 50% employer match about $97,433 at 4% or $64,956 at 6%; with 100% employer match about $73,075 at 4% or $48,717 at 6%.
Advanced Planning Inc. 401K Retirement Plan-6$147,063$35,076$5,846iApproximate average salary by contribution assumption: employee only about $146,150 at 4% or $97,433 at 6%; with 50% employer match about $97,433 at 4% or $64,956 at 6%; with 100% employer match about $73,075 at 4% or $48,717 at 6%.