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Financial Planning Association

Plan context: Financial Planning Association 401(K) Profit Sharing Plan & Trust

EIN 84-1521488 • Denver, CO • 25 filings • 3 plans

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1290 North Broadway Suite 1625Denver, CO 80203
Current Snapshot

Latest Year

2024

2024 Participants

60

2024 Assets

$8,713,621

2024 Contributions

$400,204

Historical Graphs

Total Assets Over Time

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

$9,574,680$4,787,340$0200020132024YearValue
$8,713,621Latest year 2024

Participants Over Time

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

85430200020122024YearValue
60Latest year 2024

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
2024160$8,713,621$400,204$6,670iApproximate average salary by contribution assumption: employee only about $166,752 at 4% or $111,168 at 6%; with 50% employer match about $111,168 at 4% or $74,112 at 6%; with 100% employer match about $83,376 at 4% or $55,584 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-60$8,713,621$400,204$6,670iApproximate average salary by contribution assumption: employee only about $166,752 at 4% or $111,168 at 6%; with 50% employer match about $111,168 at 4% or $74,112 at 6%; with 100% employer match about $83,376 at 4% or $55,584 at 6%.
2023160$7,685,723$821,309$13,688iApproximate average salary by contribution assumption: employee only about $342,212 at 4% or $228,141 at 6%; with 50% employer match about $228,141 at 4% or $152,094 at 6%; with 100% employer match about $171,106 at 4% or $114,071 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-60$7,685,723$821,309$13,688iApproximate average salary by contribution assumption: employee only about $342,212 at 4% or $228,141 at 6%; with 50% employer match about $228,141 at 4% or $152,094 at 6%; with 100% employer match about $171,106 at 4% or $114,071 at 6%.
2022168$6,110,506$411,840$6,056iApproximate average salary by contribution assumption: employee only about $151,412 at 4% or $100,941 at 6%; with 50% employer match about $100,941 at 4% or $67,294 at 6%; with 100% employer match about $75,706 at 4% or $50,471 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-68$6,110,506$411,840$6,056iApproximate average salary by contribution assumption: employee only about $151,412 at 4% or $100,941 at 6%; with 50% employer match about $100,941 at 4% or $67,294 at 6%; with 100% employer match about $75,706 at 4% or $50,471 at 6%.
2021169$9,371,631$379,899$5,506iApproximate average salary by contribution assumption: employee only about $137,645 at 4% or $91,763 at 6%; with 50% employer match about $91,763 at 4% or $61,175 at 6%; with 100% employer match about $68,822 at 4% or $45,882 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-69$9,371,631$379,899$5,506iApproximate average salary by contribution assumption: employee only about $137,645 at 4% or $91,763 at 6%; with 50% employer match about $91,763 at 4% or $61,175 at 6%; with 100% employer match about $68,822 at 4% or $45,882 at 6%.
2020166$9,574,680$398,512$6,038iApproximate average salary by contribution assumption: employee only about $150,952 at 4% or $100,634 at 6%; with 50% employer match about $100,634 at 4% or $67,090 at 6%; with 100% employer match about $75,476 at 4% or $50,317 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-66$9,574,680$398,512$6,038iApproximate average salary by contribution assumption: employee only about $150,952 at 4% or $100,634 at 6%; with 50% employer match about $100,634 at 4% or $67,090 at 6%; with 100% employer match about $75,476 at 4% or $50,317 at 6%.
2019173$8,437,641$622,914$8,533iApproximate average salary by contribution assumption: employee only about $213,327 at 4% or $142,218 at 6%; with 50% employer match about $142,218 at 4% or $94,812 at 6%; with 100% employer match about $106,663 at 4% or $71,109 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-73$8,437,641$622,914$8,533iApproximate average salary by contribution assumption: employee only about $213,327 at 4% or $142,218 at 6%; with 50% employer match about $142,218 at 4% or $94,812 at 6%; with 100% employer match about $106,663 at 4% or $71,109 at 6%.
2018172$6,795,517$368,879$5,123iApproximate average salary by contribution assumption: employee only about $128,083 at 4% or $85,389 at 6%; with 50% employer match about $85,389 at 4% or $56,926 at 6%; with 100% employer match about $64,041 at 4% or $42,694 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-72$6,795,517$368,879$5,123iApproximate average salary by contribution assumption: employee only about $128,083 at 4% or $85,389 at 6%; with 50% employer match about $85,389 at 4% or $56,926 at 6%; with 100% employer match about $64,041 at 4% or $42,694 at 6%.
2017167$7,038,972$343,773$5,131iApproximate average salary by contribution assumption: employee only about $128,274 at 4% or $85,516 at 6%; with 50% employer match about $85,516 at 4% or $57,010 at 6%; with 100% employer match about $64,137 at 4% or $42,758 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-67$7,038,972$343,773$5,131iApproximate average salary by contribution assumption: employee only about $128,274 at 4% or $85,516 at 6%; with 50% employer match about $85,516 at 4% or $57,010 at 6%; with 100% employer match about $64,137 at 4% or $42,758 at 6%.
2016165$5,964,129$252,158$3,879iApproximate average salary by contribution assumption: employee only about $96,984 at 4% or $64,656 at 6%; with 50% employer match about $64,656 at 4% or $43,104 at 6%; with 100% employer match about $48,492 at 4% or $32,328 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-65$5,964,129$252,158$3,879iApproximate average salary by contribution assumption: employee only about $96,984 at 4% or $64,656 at 6%; with 50% employer match about $64,656 at 4% or $43,104 at 6%; with 100% employer match about $48,492 at 4% or $32,328 at 6%.
2015169$5,734,892$232,711$3,373iApproximate average salary by contribution assumption: employee only about $84,316 at 4% or $56,210 at 6%; with 50% employer match about $56,210 at 4% or $37,474 at 6%; with 100% employer match about $42,158 at 4% or $28,105 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-69$5,734,892$232,711$3,373iApproximate average salary by contribution assumption: employee only about $84,316 at 4% or $56,210 at 6%; with 50% employer match about $56,210 at 4% or $37,474 at 6%; with 100% employer match about $42,158 at 4% or $28,105 at 6%.
2014169$6,144,809$267,427$3,876iApproximate average salary by contribution assumption: employee only about $96,894 at 4% or $64,596 at 6%; with 50% employer match about $64,596 at 4% or $43,064 at 6%; with 100% employer match about $48,447 at 4% or $32,298 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-69$6,144,809$267,427$3,876iApproximate average salary by contribution assumption: employee only about $96,894 at 4% or $64,596 at 6%; with 50% employer match about $64,596 at 4% or $43,064 at 6%; with 100% employer match about $48,447 at 4% or $32,298 at 6%.
2013165$5,620,197$456,347$7,021iApproximate average salary by contribution assumption: employee only about $175,518 at 4% or $117,012 at 6%; with 50% employer match about $117,012 at 4% or $78,008 at 6%; with 100% employer match about $87,759 at 4% or $58,506 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-65$5,620,197$456,347$7,021iApproximate average salary by contribution assumption: employee only about $175,518 at 4% or $117,012 at 6%; with 50% employer match about $117,012 at 4% or $78,008 at 6%; with 100% employer match about $87,759 at 4% or $58,506 at 6%.
2012175$5,537,606$612,780$8,170iApproximate average salary by contribution assumption: employee only about $204,260 at 4% or $136,173 at 6%; with 50% employer match about $136,173 at 4% or $90,782 at 6%; with 100% employer match about $102,130 at 4% or $68,087 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-75$5,537,606$612,780$8,170iApproximate average salary by contribution assumption: employee only about $204,260 at 4% or $136,173 at 6%; with 50% employer match about $136,173 at 4% or $90,782 at 6%; with 100% employer match about $102,130 at 4% or $68,087 at 6%.
2011176$5,345,987$495,340$6,518iApproximate average salary by contribution assumption: employee only about $162,941 at 4% or $108,627 at 6%; with 50% employer match about $108,627 at 4% or $72,418 at 6%; with 100% employer match about $81,470 at 4% or $54,314 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-76$5,345,987$495,340$6,518iApproximate average salary by contribution assumption: employee only about $162,941 at 4% or $108,627 at 6%; with 50% employer match about $108,627 at 4% or $72,418 at 6%; with 100% employer match about $81,470 at 4% or $54,314 at 6%.
2010177$5,685,258$525,758$6,828iApproximate average salary by contribution assumption: employee only about $170,701 at 4% or $113,800 at 6%; with 50% employer match about $113,800 at 4% or $75,867 at 6%; with 100% employer match about $85,350 at 4% or $56,900 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-77$5,685,258$525,758$6,828iApproximate average salary by contribution assumption: employee only about $170,701 at 4% or $113,800 at 6%; with 50% employer match about $113,800 at 4% or $75,867 at 6%; with 100% employer match about $85,350 at 4% or $56,900 at 6%.
2009168$5,253,149$746,617$10,980iApproximate average salary by contribution assumption: employee only about $274,492 at 4% or $182,994 at 6%; with 50% employer match about $182,994 at 4% or $121,996 at 6%; with 100% employer match about $137,246 at 4% or $91,497 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-68$5,253,149$746,617$10,980iApproximate average salary by contribution assumption: employee only about $274,492 at 4% or $182,994 at 6%; with 50% employer match about $182,994 at 4% or $121,996 at 6%; with 100% employer match about $137,246 at 4% or $91,497 at 6%.
2008183$4,230,195$1,205,616$14,525iApproximate average salary by contribution assumption: employee only about $363,137 at 4% or $242,092 at 6%; with 50% employer match about $242,092 at 4% or $161,394 at 6%; with 100% employer match about $181,569 at 4% or $121,046 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-83$4,230,195$1,205,616$14,525iApproximate average salary by contribution assumption: employee only about $363,137 at 4% or $242,092 at 6%; with 50% employer match about $242,092 at 4% or $161,394 at 6%; with 100% employer match about $181,569 at 4% or $121,046 at 6%.
2007185$0$0-
Financial Planning Association 401(K) Profit Sharing Plan & Trust-85---
2006172$4,636,319$1,075,160$14,933iApproximate average salary by contribution assumption: employee only about $373,319 at 4% or $248,880 at 6%; with 50% employer match about $248,880 at 4% or $165,920 at 6%; with 100% employer match about $186,660 at 4% or $124,440 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-72$4,636,319$1,075,160$14,933iApproximate average salary by contribution assumption: employee only about $373,319 at 4% or $248,880 at 6%; with 50% employer match about $248,880 at 4% or $165,920 at 6%; with 100% employer match about $186,660 at 4% or $124,440 at 6%.
2005175$3,522,244$880,225$11,736iApproximate average salary by contribution assumption: employee only about $293,408 at 4% or $195,606 at 6%; with 50% employer match about $195,606 at 4% or $130,404 at 6%; with 100% employer match about $146,704 at 4% or $97,803 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-75$3,522,244$880,225$11,736iApproximate average salary by contribution assumption: employee only about $293,408 at 4% or $195,606 at 6%; with 50% employer match about $195,606 at 4% or $130,404 at 6%; with 100% employer match about $146,704 at 4% or $97,803 at 6%.
2004167$3,697,007$692,298$10,333iApproximate average salary by contribution assumption: employee only about $258,320 at 4% or $172,213 at 6%; with 50% employer match about $172,213 at 4% or $114,809 at 6%; with 100% employer match about $129,160 at 4% or $86,107 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-67$3,697,007$692,298$10,333iApproximate average salary by contribution assumption: employee only about $258,320 at 4% or $172,213 at 6%; with 50% employer match about $172,213 at 4% or $114,809 at 6%; with 100% employer match about $129,160 at 4% or $86,107 at 6%.
2003172$3,126,467$744,275$10,337iApproximate average salary by contribution assumption: employee only about $258,429 at 4% or $172,286 at 6%; with 50% employer match about $172,286 at 4% or $114,857 at 6%; with 100% employer match about $129,214 at 4% or $86,143 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-72$3,126,467$744,275$10,337iApproximate average salary by contribution assumption: employee only about $258,429 at 4% or $172,286 at 6%; with 50% employer match about $172,286 at 4% or $114,857 at 6%; with 100% employer match about $129,214 at 4% or $86,143 at 6%.
2002176$1,903,573$685,432$9,019iApproximate average salary by contribution assumption: employee only about $225,471 at 4% or $150,314 at 6%; with 50% employer match about $150,314 at 4% or $100,209 at 6%; with 100% employer match about $112,736 at 4% or $75,157 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-76$1,903,573$685,432$9,019iApproximate average salary by contribution assumption: employee only about $225,471 at 4% or $150,314 at 6%; with 50% employer match about $150,314 at 4% or $100,209 at 6%; with 100% employer match about $112,736 at 4% or $75,157 at 6%.
2001170$1,653,615$796,889$11,384iApproximate average salary by contribution assumption: employee only about $284,603 at 4% or $189,735 at 6%; with 50% employer match about $189,735 at 4% or $126,490 at 6%; with 100% employer match about $142,302 at 4% or $94,868 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-70$1,653,615$796,889$11,384iApproximate average salary by contribution assumption: employee only about $284,603 at 4% or $189,735 at 6%; with 50% employer match about $189,735 at 4% or $126,490 at 6%; with 100% employer match about $142,302 at 4% or $94,868 at 6%.
2000168$1,381,851$81,540$1,199iApproximate average salary by contribution assumption: employee only about $29,978 at 4% or $19,985 at 6%; with 50% employer match about $19,985 at 4% or $13,324 at 6%; with 100% employer match about $14,989 at 4% or $9,993 at 6%.
Financial Planning Association 401(K) Profit Sharing Plan & Trust-68$1,381,851$81,540$1,199iApproximate average salary by contribution assumption: employee only about $29,978 at 4% or $19,985 at 6%; with 50% employer match about $19,985 at 4% or $13,324 at 6%; with 100% employer match about $14,989 at 4% or $9,993 at 6%.