Financial Plan Inc
Plan context: Financial Plan Inc 401(K) Plan
EIN 91-1813176 • Bellingham, WA • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$8,683,120
2024 Contributions
$647,499
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 | 18 | $8,683,120 | $647,499 | $35,972iApproximate average salary by contribution assumption: employee only about $899,304 at 4% or $599,536 at 6%; with 50% employer match about $599,536 at 4% or $399,691 at 6%; with 100% employer match about $449,652 at 4% or $299,768 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 18 | $8,683,120 | $647,499 | $35,972iApproximate average salary by contribution assumption: employee only about $899,304 at 4% or $599,536 at 6%; with 50% employer match about $599,536 at 4% or $399,691 at 6%; with 100% employer match about $449,652 at 4% or $299,768 at 6%. |
| 2023 | 1 | 16 | $7,226,107 | $653,624 | $40,852iApproximate average salary by contribution assumption: employee only about $1,021,288 at 4% or $680,858 at 6%; with 50% employer match about $680,858 at 4% or $453,906 at 6%; with 100% employer match about $510,644 at 4% or $340,429 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 16 | $7,226,107 | $653,624 | $40,852iApproximate average salary by contribution assumption: employee only about $1,021,288 at 4% or $680,858 at 6%; with 50% employer match about $680,858 at 4% or $453,906 at 6%; with 100% employer match about $510,644 at 4% or $340,429 at 6%. |
| 2022 | 1 | 14 | $5,609,902 | $495,388 | $35,385iApproximate average salary by contribution assumption: employee only about $884,621 at 4% or $589,748 at 6%; with 50% employer match about $589,748 at 4% or $393,165 at 6%; with 100% employer match about $442,311 at 4% or $294,874 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 14 | $5,609,902 | $495,388 | $35,385iApproximate average salary by contribution assumption: employee only about $884,621 at 4% or $589,748 at 6%; with 50% employer match about $589,748 at 4% or $393,165 at 6%; with 100% employer match about $442,311 at 4% or $294,874 at 6%. |
| 2021 | 1 | 12 | $5,876,173 | $443,416 | $36,951iApproximate average salary by contribution assumption: employee only about $923,783 at 4% or $615,856 at 6%; with 50% employer match about $615,856 at 4% or $410,570 at 6%; with 100% employer match about $461,892 at 4% or $307,928 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 12 | $5,876,173 | $443,416 | $36,951iApproximate average salary by contribution assumption: employee only about $923,783 at 4% or $615,856 at 6%; with 50% employer match about $615,856 at 4% or $410,570 at 6%; with 100% employer match about $461,892 at 4% or $307,928 at 6%. |
| 2020 | 1 | 13 | $4,495,273 | $427,075 | $32,852iApproximate average salary by contribution assumption: employee only about $821,298 at 4% or $547,532 at 6%; with 50% employer match about $547,532 at 4% or $365,021 at 6%; with 100% employer match about $410,649 at 4% or $273,766 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 13 | $4,495,273 | $427,075 | $32,852iApproximate average salary by contribution assumption: employee only about $821,298 at 4% or $547,532 at 6%; with 50% employer match about $547,532 at 4% or $365,021 at 6%; with 100% employer match about $410,649 at 4% or $273,766 at 6%. |
| 2019 | 1 | 11 | $3,634,527 | $367,634 | $33,421iApproximate average salary by contribution assumption: employee only about $835,532 at 4% or $557,021 at 6%; with 50% employer match about $557,021 at 4% or $371,347 at 6%; with 100% employer match about $417,766 at 4% or $278,511 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 11 | $3,634,527 | $367,634 | $33,421iApproximate average salary by contribution assumption: employee only about $835,532 at 4% or $557,021 at 6%; with 50% employer match about $557,021 at 4% or $371,347 at 6%; with 100% employer match about $417,766 at 4% or $278,511 at 6%. |
| 2018 | 1 | 10 | $2,640,139 | $326,915 | $32,692iApproximate average salary by contribution assumption: employee only about $817,288 at 4% or $544,858 at 6%; with 50% employer match about $544,858 at 4% or $363,239 at 6%; with 100% employer match about $408,644 at 4% or $272,429 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 10 | $2,640,139 | $326,915 | $32,692iApproximate average salary by contribution assumption: employee only about $817,288 at 4% or $544,858 at 6%; with 50% employer match about $544,858 at 4% or $363,239 at 6%; with 100% employer match about $408,644 at 4% or $272,429 at 6%. |
| 2017 | 1 | 8 | $2,641,690 | $314,998 | $39,375iApproximate average salary by contribution assumption: employee only about $984,369 at 4% or $656,246 at 6%; with 50% employer match about $656,246 at 4% or $437,497 at 6%; with 100% employer match about $492,184 at 4% or $328,123 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 8 | $2,641,690 | $314,998 | $39,375iApproximate average salary by contribution assumption: employee only about $984,369 at 4% or $656,246 at 6%; with 50% employer match about $656,246 at 4% or $437,497 at 6%; with 100% employer match about $492,184 at 4% or $328,123 at 6%. |
| 2016 | 1 | 7 | $1,935,893 | $236,350 | $33,764iApproximate average salary by contribution assumption: employee only about $844,107 at 4% or $562,738 at 6%; with 50% employer match about $562,738 at 4% or $375,159 at 6%; with 100% employer match about $422,054 at 4% or $281,369 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 7 | $1,935,893 | $236,350 | $33,764iApproximate average salary by contribution assumption: employee only about $844,107 at 4% or $562,738 at 6%; with 50% employer match about $562,738 at 4% or $375,159 at 6%; with 100% employer match about $422,054 at 4% or $281,369 at 6%. |
| 2015 | 1 | 6 | $1,498,409 | $199,295 | $33,216iApproximate average salary by contribution assumption: employee only about $830,396 at 4% or $553,597 at 6%; with 50% employer match about $553,597 at 4% or $369,065 at 6%; with 100% employer match about $415,198 at 4% or $276,799 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 6 | $1,498,409 | $199,295 | $33,216iApproximate average salary by contribution assumption: employee only about $830,396 at 4% or $553,597 at 6%; with 50% employer match about $553,597 at 4% or $369,065 at 6%; with 100% employer match about $415,198 at 4% or $276,799 at 6%. |
| 2014 | 1 | 6 | $1,343,824 | $189,814 | $31,636iApproximate average salary by contribution assumption: employee only about $790,892 at 4% or $527,261 at 6%; with 50% employer match about $527,261 at 4% or $351,507 at 6%; with 100% employer match about $395,446 at 4% or $263,631 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 6 | $1,343,824 | $189,814 | $31,636iApproximate average salary by contribution assumption: employee only about $790,892 at 4% or $527,261 at 6%; with 50% employer match about $527,261 at 4% or $351,507 at 6%; with 100% employer match about $395,446 at 4% or $263,631 at 6%. |
| 2013 | 1 | 6 | $1,099,463 | $176,121 | $29,354iApproximate average salary by contribution assumption: employee only about $733,838 at 4% or $489,225 at 6%; with 50% employer match about $489,225 at 4% or $326,150 at 6%; with 100% employer match about $366,919 at 4% or $244,613 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 6 | $1,099,463 | $176,121 | $29,354iApproximate average salary by contribution assumption: employee only about $733,838 at 4% or $489,225 at 6%; with 50% employer match about $489,225 at 4% or $326,150 at 6%; with 100% employer match about $366,919 at 4% or $244,613 at 6%. |
| 2012 | 1 | 6 | $739,597 | $139,817 | $23,303iApproximate average salary by contribution assumption: employee only about $582,571 at 4% or $388,381 at 6%; with 50% employer match about $388,381 at 4% or $258,920 at 6%; with 100% employer match about $291,285 at 4% or $194,190 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 6 | $739,597 | $139,817 | $23,303iApproximate average salary by contribution assumption: employee only about $582,571 at 4% or $388,381 at 6%; with 50% employer match about $388,381 at 4% or $258,920 at 6%; with 100% employer match about $291,285 at 4% or $194,190 at 6%. |
| 2011 | 1 | 5 | $513,502 | $107,771 | $21,554iApproximate average salary by contribution assumption: employee only about $538,855 at 4% or $359,237 at 6%; with 50% employer match about $359,237 at 4% or $239,491 at 6%; with 100% employer match about $269,428 at 4% or $179,618 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 5 | $513,502 | $107,771 | $21,554iApproximate average salary by contribution assumption: employee only about $538,855 at 4% or $359,237 at 6%; with 50% employer match about $359,237 at 4% or $239,491 at 6%; with 100% employer match about $269,428 at 4% or $179,618 at 6%. |
| 2010 | 1 | 5 | $462,276 | $106,771 | $21,354iApproximate average salary by contribution assumption: employee only about $533,855 at 4% or $355,903 at 6%; with 50% employer match about $355,903 at 4% or $237,269 at 6%; with 100% employer match about $266,928 at 4% or $177,952 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 5 | $462,276 | $106,771 | $21,354iApproximate average salary by contribution assumption: employee only about $533,855 at 4% or $355,903 at 6%; with 50% employer match about $355,903 at 4% or $237,269 at 6%; with 100% employer match about $266,928 at 4% or $177,952 at 6%. |
| 2009 | 1 | 5 | $300,605 | $106,329 | $21,266iApproximate average salary by contribution assumption: employee only about $531,645 at 4% or $354,430 at 6%; with 50% employer match about $354,430 at 4% or $236,287 at 6%; with 100% employer match about $265,823 at 4% or $177,215 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 5 | $300,605 | $106,329 | $21,266iApproximate average salary by contribution assumption: employee only about $531,645 at 4% or $354,430 at 6%; with 50% employer match about $354,430 at 4% or $236,287 at 6%; with 100% employer match about $265,823 at 4% or $177,215 at 6%. |
| 2008 | 1 | 4 | $139,364 | $95,533 | $23,883iApproximate average salary by contribution assumption: employee only about $597,081 at 4% or $398,054 at 6%; with 50% employer match about $398,054 at 4% or $265,369 at 6%; with 100% employer match about $298,541 at 4% or $199,027 at 6%. |
| Financial Plan Inc 401(K) Plan | - | 4 | $139,364 | $95,533 | $23,883iApproximate average salary by contribution assumption: employee only about $597,081 at 4% or $398,054 at 6%; with 50% employer match about $398,054 at 4% or $265,369 at 6%; with 100% employer match about $298,541 at 4% or $199,027 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Financial Plan Inc 401(K) Plan | - | 4 | - | - | - |