Your Planning Partner LLC
Plan context: Your Planning Partner LLC 401(K) Profit Sharing Plan & Trust
EIN 81-1952421 • Haddonfield, NJ • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$267,965
2025 Contributions
$48,974
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 | 4 | $267,965 | $48,974 | $12,244iApproximate average salary by contribution assumption: employee only about $306,088 at 4% or $204,058 at 6%; with 50% employer match about $204,058 at 4% or $136,039 at 6%; with 100% employer match about $153,044 at 4% or $102,029 at 6%. |
| Your Planning Partner LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $267,965 | $48,974 | $12,244iApproximate average salary by contribution assumption: employee only about $306,088 at 4% or $204,058 at 6%; with 50% employer match about $204,058 at 4% or $136,039 at 6%; with 100% employer match about $153,044 at 4% or $102,029 at 6%. |
| 2024 | 1 | 3 | $201,954 | $38,341 | $12,780iApproximate average salary by contribution assumption: employee only about $319,508 at 4% or $213,006 at 6%; with 50% employer match about $213,006 at 4% or $142,004 at 6%; with 100% employer match about $159,754 at 4% or $106,503 at 6%. |
| Your Planning Partner LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $201,954 | $38,341 | $12,780iApproximate average salary by contribution assumption: employee only about $319,508 at 4% or $213,006 at 6%; with 50% employer match about $213,006 at 4% or $142,004 at 6%; with 100% employer match about $159,754 at 4% or $106,503 at 6%. |
| 2023 | 1 | 2 | $141,467 | $37,614 | $18,807iApproximate average salary by contribution assumption: employee only about $470,175 at 4% or $313,450 at 6%; with 50% employer match about $313,450 at 4% or $208,967 at 6%; with 100% employer match about $235,088 at 4% or $156,725 at 6%. |
| Your Planning Partner LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $141,467 | $37,614 | $18,807iApproximate average salary by contribution assumption: employee only about $470,175 at 4% or $313,450 at 6%; with 50% employer match about $313,450 at 4% or $208,967 at 6%; with 100% employer match about $235,088 at 4% or $156,725 at 6%. |
| 2022 | 1 | 2 | $83,895 | $29,706 | $14,853iApproximate average salary by contribution assumption: employee only about $371,325 at 4% or $247,550 at 6%; with 50% employer match about $247,550 at 4% or $165,033 at 6%; with 100% employer match about $185,663 at 4% or $123,775 at 6%. |
| Your Planning Partner LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $83,895 | $29,706 | $14,853iApproximate average salary by contribution assumption: employee only about $371,325 at 4% or $247,550 at 6%; with 50% employer match about $247,550 at 4% or $165,033 at 6%; with 100% employer match about $185,663 at 4% or $123,775 at 6%. |
| 2021 | 1 | 2 | $64,475 | $29,250 | $14,625iApproximate average salary by contribution assumption: employee only about $365,625 at 4% or $243,750 at 6%; with 50% employer match about $243,750 at 4% or $162,500 at 6%; with 100% employer match about $182,813 at 4% or $121,875 at 6%. |
| Your Planning Partner LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $64,475 | $29,250 | $14,625iApproximate average salary by contribution assumption: employee only about $365,625 at 4% or $243,750 at 6%; with 50% employer match about $243,750 at 4% or $162,500 at 6%; with 100% employer match about $182,813 at 4% or $121,875 at 6%. |