Strategic Planning Services
Plan context: Strategic Planning Services 401(K) Profit Sharing Plan & Trust
EIN 83-0626721 • Poulsbo, WA • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$385,101
2024 Contributions
$95,868
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $385,101 | $95,868 | $10,652iApproximate average salary by contribution assumption: employee only about $266,300 at 4% or $177,533 at 6%; with 50% employer match about $177,533 at 4% or $118,356 at 6%; with 100% employer match about $133,150 at 4% or $88,767 at 6%. |
| Strategic Planning Services 401(K) Profit Sharing Plan & Trust | - | 9 | $385,101 | $95,868 | $10,652iApproximate average salary by contribution assumption: employee only about $266,300 at 4% or $177,533 at 6%; with 50% employer match about $177,533 at 4% or $118,356 at 6%; with 100% employer match about $133,150 at 4% or $88,767 at 6%. |
| 2023 | 1 | 9 | $257,469 | $58,516 | $6,502iApproximate average salary by contribution assumption: employee only about $162,544 at 4% or $108,363 at 6%; with 50% employer match about $108,363 at 4% or $72,242 at 6%; with 100% employer match about $81,272 at 4% or $54,181 at 6%. |
| Strategic Planning Services 401(K) Profit Sharing Plan & Trust | - | 9 | $257,469 | $58,516 | $6,502iApproximate average salary by contribution assumption: employee only about $162,544 at 4% or $108,363 at 6%; with 50% employer match about $108,363 at 4% or $72,242 at 6%; with 100% employer match about $81,272 at 4% or $54,181 at 6%. |
| 2022 | 1 | 11 | $175,764 | $63,235 | $5,749iApproximate average salary by contribution assumption: employee only about $143,716 at 4% or $95,811 at 6%; with 50% employer match about $95,811 at 4% or $63,874 at 6%; with 100% employer match about $71,858 at 4% or $47,905 at 6%. |
| Strategic Planning Services 401(K) Profit Sharing Plan & Trust | - | 11 | $175,764 | $63,235 | $5,749iApproximate average salary by contribution assumption: employee only about $143,716 at 4% or $95,811 at 6%; with 50% employer match about $95,811 at 4% or $63,874 at 6%; with 100% employer match about $71,858 at 4% or $47,905 at 6%. |
| 2021 | 1 | 11 | $139,083 | $52,011 | $4,728iApproximate average salary by contribution assumption: employee only about $118,207 at 4% or $78,805 at 6%; with 50% employer match about $78,805 at 4% or $52,536 at 6%; with 100% employer match about $59,103 at 4% or $39,402 at 6%. |
| Strategic Planning Services 401(K) Profit Sharing Plan & Trust | - | 11 | $139,083 | $52,011 | $4,728iApproximate average salary by contribution assumption: employee only about $118,207 at 4% or $78,805 at 6%; with 50% employer match about $78,805 at 4% or $52,536 at 6%; with 100% employer match about $59,103 at 4% or $39,402 at 6%. |
| 2020 | 1 | 10 | $75,862 | $26,107 | $2,611iApproximate average salary by contribution assumption: employee only about $65,267 at 4% or $43,512 at 6%; with 50% employer match about $43,512 at 4% or $29,008 at 6%; with 100% employer match about $32,634 at 4% or $21,756 at 6%. |
| Strategic Planning Services 401(K) Profit Sharing Plan & Trust | - | 10 | $75,862 | $26,107 | $2,611iApproximate average salary by contribution assumption: employee only about $65,267 at 4% or $43,512 at 6%; with 50% employer match about $43,512 at 4% or $29,008 at 6%; with 100% employer match about $32,634 at 4% or $21,756 at 6%. |
| 2019 | 1 | 10 | $42,216 | $40,325 | $4,033iApproximate average salary by contribution assumption: employee only about $100,813 at 4% or $67,208 at 6%; with 50% employer match about $67,208 at 4% or $44,806 at 6%; with 100% employer match about $50,406 at 4% or $33,604 at 6%. |
| Strategic Planning Services 401(K) Profit Sharing Plan & Trust | - | 10 | $42,216 | $40,325 | $4,033iApproximate average salary by contribution assumption: employee only about $100,813 at 4% or $67,208 at 6%; with 50% employer match about $67,208 at 4% or $44,806 at 6%; with 100% employer match about $50,406 at 4% or $33,604 at 6%. |
| 2018 | 1 | 0 | $0 | $0 | - |
| Strategic Planning Services 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | - | - |