The Estate Planners Group LLC
Plan context: The Estate Planners Group LLC 401(K) Profit Sharing Plan & Trust
EIN 80-0033299 • 11 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$630,238
2025 Contributions
$199,383
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $630,238 | $199,383 | $24,923iApproximate average salary by contribution assumption: employee only about $623,072 at 4% or $415,381 at 6%; with 50% employer match about $415,381 at 4% or $276,921 at 6%; with 100% employer match about $311,536 at 4% or $207,691 at 6%. |
| The Estate Planners Group LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $630,238 | $199,383 | $24,923iApproximate average salary by contribution assumption: employee only about $623,072 at 4% or $415,381 at 6%; with 50% employer match about $415,381 at 4% or $276,921 at 6%; with 100% employer match about $311,536 at 4% or $207,691 at 6%. |
| 2024 | 1 | 7 | $690,349 | $188,688 | $26,955iApproximate average salary by contribution assumption: employee only about $673,886 at 4% or $449,257 at 6%; with 50% employer match about $449,257 at 4% or $299,505 at 6%; with 100% employer match about $336,943 at 4% or $224,629 at 6%. |
| The Estate Planners Group LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $690,349 | $188,688 | $26,955iApproximate average salary by contribution assumption: employee only about $673,886 at 4% or $449,257 at 6%; with 50% employer match about $449,257 at 4% or $299,505 at 6%; with 100% employer match about $336,943 at 4% or $224,629 at 6%. |
| 2023 | 1 | 7 | $629,079 | $165,549 | $23,650iApproximate average salary by contribution assumption: employee only about $591,246 at 4% or $394,164 at 6%; with 50% employer match about $394,164 at 4% or $262,776 at 6%; with 100% employer match about $295,623 at 4% or $197,082 at 6%. |
| The Estate Planners Group LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $629,079 | $165,549 | $23,650iApproximate average salary by contribution assumption: employee only about $591,246 at 4% or $394,164 at 6%; with 50% employer match about $394,164 at 4% or $262,776 at 6%; with 100% employer match about $295,623 at 4% or $197,082 at 6%. |
| 2022 | 1 | 7 | $425,993 | $147,883 | $21,126iApproximate average salary by contribution assumption: employee only about $528,154 at 4% or $352,102 at 6%; with 50% employer match about $352,102 at 4% or $234,735 at 6%; with 100% employer match about $264,077 at 4% or $176,051 at 6%. |
| The Estate Planners Group LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $425,993 | $147,883 | $21,126iApproximate average salary by contribution assumption: employee only about $528,154 at 4% or $352,102 at 6%; with 50% employer match about $352,102 at 4% or $234,735 at 6%; with 100% employer match about $264,077 at 4% or $176,051 at 6%. |
| 2021 | 1 | 6 | $415,487 | $129,316 | $21,553iApproximate average salary by contribution assumption: employee only about $538,817 at 4% or $359,211 at 6%; with 50% employer match about $359,211 at 4% or $239,474 at 6%; with 100% employer match about $269,408 at 4% or $179,606 at 6%. |
| The Estate Planners Group LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $415,487 | $129,316 | $21,553iApproximate average salary by contribution assumption: employee only about $538,817 at 4% or $359,211 at 6%; with 50% employer match about $359,211 at 4% or $239,474 at 6%; with 100% employer match about $269,408 at 4% or $179,606 at 6%. |
| 2020 | 1 | 6 | $293,390 | $85,059 | $14,177iApproximate average salary by contribution assumption: employee only about $354,413 at 4% or $236,275 at 6%; with 50% employer match about $236,275 at 4% or $157,517 at 6%; with 100% employer match about $177,206 at 4% or $118,138 at 6%. |
| The Estate Planners Group LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $293,390 | $85,059 | $14,177iApproximate average salary by contribution assumption: employee only about $354,413 at 4% or $236,275 at 6%; with 50% employer match about $236,275 at 4% or $157,517 at 6%; with 100% employer match about $177,206 at 4% or $118,138 at 6%. |
| 2019 | 1 | 4 | $509,547 | $163,290 | $40,823iApproximate average salary by contribution assumption: employee only about $1,020,563 at 4% or $680,375 at 6%; with 50% employer match about $680,375 at 4% or $453,583 at 6%; with 100% employer match about $510,281 at 4% or $340,188 at 6%. |
| The Estate Planners Group LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $509,547 | $163,290 | $40,823iApproximate average salary by contribution assumption: employee only about $1,020,563 at 4% or $680,375 at 6%; with 50% employer match about $680,375 at 4% or $453,583 at 6%; with 100% employer match about $510,281 at 4% or $340,188 at 6%. |
| 2018 | 1 | 5 | $289,927 | $169,244 | $33,849iApproximate average salary by contribution assumption: employee only about $846,220 at 4% or $564,147 at 6%; with 50% employer match about $564,147 at 4% or $376,098 at 6%; with 100% employer match about $423,110 at 4% or $282,073 at 6%. |
| The Estate Planners Group LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $289,927 | $169,244 | $33,849iApproximate average salary by contribution assumption: employee only about $846,220 at 4% or $564,147 at 6%; with 50% employer match about $564,147 at 4% or $376,098 at 6%; with 100% employer match about $423,110 at 4% or $282,073 at 6%. |
| 2017 | 1 | 5 | $157,511 | $69,561 | $13,912iApproximate average salary by contribution assumption: employee only about $347,805 at 4% or $231,870 at 6%; with 50% employer match about $231,870 at 4% or $154,580 at 6%; with 100% employer match about $173,903 at 4% or $115,935 at 6%. |
| The Estate Planners Group LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $157,511 | $69,561 | $13,912iApproximate average salary by contribution assumption: employee only about $347,805 at 4% or $231,870 at 6%; with 50% employer match about $231,870 at 4% or $154,580 at 6%; with 100% employer match about $173,903 at 4% or $115,935 at 6%. |
| 2016 | 1 | 5 | $61,881 | $61,156 | $12,231iApproximate average salary by contribution assumption: employee only about $305,780 at 4% or $203,853 at 6%; with 50% employer match about $203,853 at 4% or $135,902 at 6%; with 100% employer match about $152,890 at 4% or $101,927 at 6%. |
| The Estate Planners Group LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $61,881 | $61,156 | $12,231iApproximate average salary by contribution assumption: employee only about $305,780 at 4% or $203,853 at 6%; with 50% employer match about $203,853 at 4% or $135,902 at 6%; with 100% employer match about $152,890 at 4% or $101,927 at 6%. |
| 2015 | 1 | 5 | $0 | $0 | - |
| The Estate Planners Group LLC 401(K) Profit Sharing Plan & Trust | - | 5 | - | - | - |