Civic Intelligence

Asset Planning Company Inc.

Plan context: ASSET PLANNING COMPANY, INC. 401(K) PROFIT SHARING PLAN

EIN 85-0336434 • Albuquerque, NM • 27 filings • 3 plans

4300 San Mateo Blvd., NE, Ste. B275Albuquerque, NM 87110
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$1,589,075

2017 Contributions

$40,327

Historical Graphs

Total Assets Over Time

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

$2,159,620$1,079,810$0199920092017YearValue
$1,589,075Latest year 2017

Participants Over Time

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

420199920082017YearValue
1Latest year 2017

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
201711$1,589,075$0-
ASSET PLANNING COMPANY, INC. 401(K) PROFIT SHARING PLAN-1$1,589,075$0-
201614$1,591,994$40,327$10,082iApproximate average salary by contribution assumption: employee only about $252,044 at 4% or $168,029 at 6%; with 50% employer match about $168,029 at 4% or $112,019 at 6%; with 100% employer match about $126,022 at 4% or $84,015 at 6%.
ASSET PLANNING COMPANY, INC. 401(K) PROFIT SHARING PLAN-4$1,591,994$40,327$10,082iApproximate average salary by contribution assumption: employee only about $252,044 at 4% or $168,029 at 6%; with 50% employer match about $168,029 at 4% or $112,019 at 6%; with 100% employer match about $126,022 at 4% or $84,015 at 6%.
201514$1,476,094$95,281$23,820iApproximate average salary by contribution assumption: employee only about $595,506 at 4% or $397,004 at 6%; with 50% employer match about $397,004 at 4% or $264,669 at 6%; with 100% employer match about $297,753 at 4% or $198,502 at 6%.
ASSET PLANNING COMPANY, INC. 401(K) PROFIT SHARING PLAN-4$1,476,094$95,281$23,820iApproximate average salary by contribution assumption: employee only about $595,506 at 4% or $397,004 at 6%; with 50% employer match about $397,004 at 4% or $264,669 at 6%; with 100% employer match about $297,753 at 4% or $198,502 at 6%.
201414$1,416,581$53,317$13,329iApproximate average salary by contribution assumption: employee only about $333,231 at 4% or $222,154 at 6%; with 50% employer match about $222,154 at 4% or $148,103 at 6%; with 100% employer match about $166,616 at 4% or $111,077 at 6%.
ASSET PLANNING COMPANY, INC. 401(K) PROFIT SHARING PLAN-4$1,416,581$53,317$13,329iApproximate average salary by contribution assumption: employee only about $333,231 at 4% or $222,154 at 6%; with 50% employer match about $222,154 at 4% or $148,103 at 6%; with 100% employer match about $166,616 at 4% or $111,077 at 6%.
201322$1,344,542$1,111,192$555,596iApproximate average salary by contribution assumption: employee only about $13,889,900 at 4% or $9,259,933 at 6%; with 50% employer match about $9,259,933 at 4% or $6,173,289 at 6%; with 100% employer match about $6,944,950 at 4% or $4,629,967 at 6%.
ASSET PLANNING COMPANY, INC. 401(K) PROFIT SHARING PLAN-2$1,344,542$1,111,192$555,596iApproximate average salary by contribution assumption: employee only about $13,889,900 at 4% or $9,259,933 at 6%; with 50% employer match about $9,259,933 at 4% or $6,173,289 at 6%; with 100% employer match about $6,944,950 at 4% or $4,629,967 at 6%.
Asset Planning Company Defined Benefit Plan-0$0$0-
201222$2,159,620$39,671$19,836iApproximate average salary by contribution assumption: employee only about $495,888 at 4% or $330,592 at 6%; with 50% employer match about $330,592 at 4% or $220,394 at 6%; with 100% employer match about $247,944 at 4% or $165,296 at 6%.
Asset Planning Company Defined Benefit Plan-2$1,969,525$10,871$5,436iApproximate average salary by contribution assumption: employee only about $135,888 at 4% or $90,592 at 6%; with 50% employer match about $90,592 at 4% or $60,394 at 6%; with 100% employer match about $67,944 at 4% or $45,296 at 6%.
ASSET PLANNING COMPANY, INC. 401(K) PROFIT SHARING PLAN-2$190,095$28,800$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
201122$1,951,779$153,917$76,959iApproximate average salary by contribution assumption: employee only about $1,923,963 at 4% or $1,282,642 at 6%; with 50% employer match about $1,282,642 at 4% or $855,094 at 6%; with 100% employer match about $961,981 at 4% or $641,321 at 6%.
Asset Planning Company Defined Benefit Plan-2$1,791,804$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
ASSET PLANNING COMPANY, INC. 401(K) PROFIT SHARING PLAN-2$159,975$28,917$14,459iApproximate average salary by contribution assumption: employee only about $361,463 at 4% or $240,975 at 6%; with 50% employer match about $240,975 at 4% or $160,650 at 6%; with 100% employer match about $180,731 at 4% or $120,488 at 6%.
201022$1,840,267$153,917$76,959iApproximate average salary by contribution assumption: employee only about $1,923,963 at 4% or $1,282,642 at 6%; with 50% employer match about $1,282,642 at 4% or $855,094 at 6%; with 100% employer match about $961,981 at 4% or $641,321 at 6%.
Asset Planning Company Defined Benefit Plan-2$1,695,924$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
ASSET PLANNING COMPANY, INC. 401(K) PROFIT SHARING PLAN-2$144,343$28,917$14,459iApproximate average salary by contribution assumption: employee only about $361,463 at 4% or $240,975 at 6%; with 50% employer match about $240,975 at 4% or $160,650 at 6%; with 100% employer match about $180,731 at 4% or $120,488 at 6%.
200922$1,572,394$108,160$54,080iApproximate average salary by contribution assumption: employee only about $1,352,000 at 4% or $901,333 at 6%; with 50% employer match about $901,333 at 4% or $600,889 at 6%; with 100% employer match about $676,000 at 4% or $450,667 at 6%.
Asset Planning Company Defined Benefit Plan-2$1,470,385$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
ASSET PLANNING COMPANY, INC. 401(K) PROFIT SHARING PLAN-2$102,009$28,160$14,080iApproximate average salary by contribution assumption: employee only about $352,000 at 4% or $234,667 at 6%; with 50% employer match about $234,667 at 4% or $156,444 at 6%; with 100% employer match about $176,000 at 4% or $117,333 at 6%.
200822$60,116$26,453$13,227iApproximate average salary by contribution assumption: employee only about $330,663 at 4% or $220,442 at 6%; with 50% employer match about $220,442 at 4% or $146,961 at 6%; with 100% employer match about $165,331 at 4% or $110,221 at 6%.
ASSET PLANNING COMPANY, INC. 401K PROFIT SHARING PLAN-2$60,116$26,453$13,227iApproximate average salary by contribution assumption: employee only about $330,663 at 4% or $220,442 at 6%; with 50% employer match about $220,442 at 4% or $146,961 at 6%; with 100% employer match about $165,331 at 4% or $110,221 at 6%.
Asset Planning Company Defined Benefit Plan-2---
200722$0$0-
Asset Planning Company Defined Benefit Plan-2---
ASSET PLANNING COMPANY, INC. 401K PROFIT SHARING PLAN-2---
200622$1,243,472$172,800$86,400iApproximate average salary by contribution assumption: employee only about $2,160,000 at 4% or $1,440,000 at 6%; with 50% employer match about $1,440,000 at 4% or $960,000 at 6%; with 100% employer match about $1,080,000 at 4% or $720,000 at 6%.
Asset Planning Company Defined Benefit Plan-2$1,219,792$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
ASSET PLANNING COMPANY, INC. 401K PROFIT SHARING PLAN-2$23,680$22,800$11,400iApproximate average salary by contribution assumption: employee only about $285,000 at 4% or $190,000 at 6%; with 50% employer match about $190,000 at 4% or $126,667 at 6%; with 100% employer match about $142,500 at 4% or $95,000 at 6%.
200512$932,711$177,000$88,500iApproximate average salary by contribution assumption: employee only about $2,212,500 at 4% or $1,475,000 at 6%; with 50% employer match about $1,475,000 at 4% or $983,333 at 6%; with 100% employer match about $1,106,250 at 4% or $737,500 at 6%.
Asset Planning Company Defined Benefit Plan-2$932,711$177,000$88,500iApproximate average salary by contribution assumption: employee only about $2,212,500 at 4% or $1,475,000 at 6%; with 50% employer match about $1,475,000 at 4% or $983,333 at 6%; with 100% employer match about $1,106,250 at 4% or $737,500 at 6%.
200412$677,651$177,518$88,759iApproximate average salary by contribution assumption: employee only about $2,218,975 at 4% or $1,479,317 at 6%; with 50% employer match about $1,479,317 at 4% or $986,211 at 6%; with 100% employer match about $1,109,488 at 4% or $739,658 at 6%.
Asset Planning Company Defined Benefit Plan-2$677,651$177,518$88,759iApproximate average salary by contribution assumption: employee only about $2,218,975 at 4% or $1,479,317 at 6%; with 50% employer match about $1,479,317 at 4% or $986,211 at 6%; with 100% employer match about $1,109,488 at 4% or $739,658 at 6%.
200313$432,570$121,072$40,357iApproximate average salary by contribution assumption: employee only about $1,008,933 at 4% or $672,622 at 6%; with 50% employer match about $672,622 at 4% or $448,415 at 6%; with 100% employer match about $504,467 at 4% or $336,311 at 6%.
Asset Planning Company Defined Benefit Plan-3$432,570$121,072$40,357iApproximate average salary by contribution assumption: employee only about $1,008,933 at 4% or $672,622 at 6%; with 50% employer match about $672,622 at 4% or $448,415 at 6%; with 100% employer match about $504,467 at 4% or $336,311 at 6%.
200212$249,981$109,502$54,751iApproximate average salary by contribution assumption: employee only about $1,368,775 at 4% or $912,517 at 6%; with 50% employer match about $912,517 at 4% or $608,344 at 6%; with 100% employer match about $684,388 at 4% or $456,258 at 6%.
Asset Planning Company Defined Benefit Plan-2$249,981$109,502$54,751iApproximate average salary by contribution assumption: employee only about $1,368,775 at 4% or $912,517 at 6%; with 50% employer match about $912,517 at 4% or $608,344 at 6%; with 100% employer match about $684,388 at 4% or $456,258 at 6%.
200112$171,364$58,006$29,003iApproximate average salary by contribution assumption: employee only about $725,075 at 4% or $483,383 at 6%; with 50% employer match about $483,383 at 4% or $322,256 at 6%; with 100% employer match about $362,538 at 4% or $241,692 at 6%.
Asset Planning Company Defined Benefit Plan-2$171,364$58,006$29,003iApproximate average salary by contribution assumption: employee only about $725,075 at 4% or $483,383 at 6%; with 50% employer match about $483,383 at 4% or $322,256 at 6%; with 100% employer match about $362,538 at 4% or $241,692 at 6%.
200012$142,492$55,573$27,787iApproximate average salary by contribution assumption: employee only about $694,663 at 4% or $463,108 at 6%; with 50% employer match about $463,108 at 4% or $308,739 at 6%; with 100% employer match about $347,331 at 4% or $231,554 at 6%.
Asset Planning Company Defined Benefit Plan-2$142,492$55,573$27,787iApproximate average salary by contribution assumption: employee only about $694,663 at 4% or $463,108 at 6%; with 50% employer match about $463,108 at 4% or $308,739 at 6%; with 100% employer match about $347,331 at 4% or $231,554 at 6%.
199912$127,824$53,103$26,552iApproximate average salary by contribution assumption: employee only about $663,788 at 4% or $442,525 at 6%; with 50% employer match about $442,525 at 4% or $295,017 at 6%; with 100% employer match about $331,894 at 4% or $221,263 at 6%.
Asset Planning Company Defined Benefit Plan-2$127,824$53,103$26,552iApproximate average salary by contribution assumption: employee only about $663,788 at 4% or $442,525 at 6%; with 50% employer match about $442,525 at 4% or $295,017 at 6%; with 100% employer match about $331,894 at 4% or $221,263 at 6%.