BENEFIT PLANNING GROUP LLC
Plan context: BENEFIT PLANNING GROUP LLC 401(K) PLAN
EIN 88-2532652 • Metairie, LA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$832,579
2025 Contributions
$81,687
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 | 3 | $832,579 | $81,687 | $27,229iApproximate average salary by contribution assumption: employee only about $680,725 at 4% or $453,817 at 6%; with 50% employer match about $453,817 at 4% or $302,544 at 6%; with 100% employer match about $340,363 at 4% or $226,908 at 6%. |
| BENEFIT PLANNING GROUP LLC 401(K) PLAN | - | 3 | $832,579 | $81,687 | $27,229iApproximate average salary by contribution assumption: employee only about $680,725 at 4% or $453,817 at 6%; with 50% employer match about $453,817 at 4% or $302,544 at 6%; with 100% employer match about $340,363 at 4% or $226,908 at 6%. |
| 2024 | 1 | 2 | $672,380 | $78,697 | $39,349iApproximate average salary by contribution assumption: employee only about $983,713 at 4% or $655,808 at 6%; with 50% employer match about $655,808 at 4% or $437,206 at 6%; with 100% employer match about $491,856 at 4% or $327,904 at 6%. |
| BENEFIT PLANNING GROUP LLC 401(K) PLAN | - | 2 | $672,380 | $78,697 | $39,349iApproximate average salary by contribution assumption: employee only about $983,713 at 4% or $655,808 at 6%; with 50% employer match about $655,808 at 4% or $437,206 at 6%; with 100% employer match about $491,856 at 4% or $327,904 at 6%. |
| 2023 | 1 | 2 | $506,370 | $74,643 | $37,322iApproximate average salary by contribution assumption: employee only about $933,038 at 4% or $622,025 at 6%; with 50% employer match about $622,025 at 4% or $414,683 at 6%; with 100% employer match about $466,519 at 4% or $311,013 at 6%. |
| BENEFIT PLANNING GROUP LLC 401(K) PLAN | - | 2 | $506,370 | $74,643 | $37,322iApproximate average salary by contribution assumption: employee only about $933,038 at 4% or $622,025 at 6%; with 50% employer match about $622,025 at 4% or $414,683 at 6%; with 100% employer match about $466,519 at 4% or $311,013 at 6%. |