Xy Planning Network Inc.
Plan context: Xy Planning Network Team Member Ownership Plan
EIN 85-4378005 • 2 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
86
2024 Assets
$1,986,607
2024 Contributions
$320,606
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 | 86 | $1,986,607 | $320,606 | $3,728iApproximate average salary by contribution assumption: employee only about $93,199 at 4% or $62,133 at 6%; with 50% employer match about $62,133 at 4% or $41,422 at 6%; with 100% employer match about $46,600 at 4% or $31,066 at 6%. |
| Xy Planning Network Team Member Ownership Plan | - | 86 | $1,986,607 | $320,606 | $3,728iApproximate average salary by contribution assumption: employee only about $93,199 at 4% or $62,133 at 6%; with 50% employer match about $62,133 at 4% or $41,422 at 6%; with 100% employer match about $46,600 at 4% or $31,066 at 6%. |
| 2023 | 1 | 73 | $1,547,171 | $537,047 | $7,357iApproximate average salary by contribution assumption: employee only about $183,920 at 4% or $122,613 at 6%; with 50% employer match about $122,613 at 4% or $81,742 at 6%; with 100% employer match about $91,960 at 4% or $61,307 at 6%. |
| Xy Planning Network Team Member Ownership Plan | - | 73 | $1,547,171 | $537,047 | $7,357iApproximate average salary by contribution assumption: employee only about $183,920 at 4% or $122,613 at 6%; with 50% employer match about $122,613 at 4% or $81,742 at 6%; with 100% employer match about $91,960 at 4% or $61,307 at 6%. |