Quantum Planning & Investment Group
Plan context: Quantum Planning & Investment Group Inc. 401K Profit-Sharing Plan and Trust
EIN 91-9040243 • 13 filings • 3 plans
Current Snapshot
Latest Year
2006
2006 Participants
7
2006 Assets
$1,163,646
2006 Contributions
$133,263
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 7 | $1,163,646 | $133,263 | $19,038iApproximate average salary by contribution assumption: employee only about $475,939 at 4% or $317,293 at 6%; with 50% employer match about $317,293 at 4% or $211,529 at 6%; with 100% employer match about $237,970 at 4% or $158,646 at 6%. |
| Quantum Planning & Investment Group Inc. 401K Profit-Sharing Plan and Trust | - | 7 | $1,163,646 | $133,263 | $19,038iApproximate average salary by contribution assumption: employee only about $475,939 at 4% or $317,293 at 6%; with 50% employer match about $317,293 at 4% or $211,529 at 6%; with 100% employer match about $237,970 at 4% or $158,646 at 6%. |
| 2005 | 1 | 8 | $881,052 | $68,372 | $8,547iApproximate average salary by contribution assumption: employee only about $213,663 at 4% or $142,442 at 6%; with 50% employer match about $142,442 at 4% or $94,961 at 6%; with 100% employer match about $106,831 at 4% or $71,221 at 6%. |
| Quantum Planning & Investment Group Inc. 401K Profit-Sharing Plan and Trust | - | 8 | $881,052 | $68,372 | $8,547iApproximate average salary by contribution assumption: employee only about $213,663 at 4% or $142,442 at 6%; with 50% employer match about $142,442 at 4% or $94,961 at 6%; with 100% employer match about $106,831 at 4% or $71,221 at 6%. |
| 2004 | 1 | 9 | $718,665 | $48,987 | $5,443iApproximate average salary by contribution assumption: employee only about $136,075 at 4% or $90,717 at 6%; with 50% employer match about $90,717 at 4% or $60,478 at 6%; with 100% employer match about $68,038 at 4% or $45,358 at 6%. |
| Quantum Planning & Investment Group Inc. 401K Profit-Sharing Plan and Trust | - | 9 | $718,665 | $48,987 | $5,443iApproximate average salary by contribution assumption: employee only about $136,075 at 4% or $90,717 at 6%; with 50% employer match about $90,717 at 4% or $60,478 at 6%; with 100% employer match about $68,038 at 4% or $45,358 at 6%. |
| 2003 | 2 | 8 | $109 | $0 | - |
| Quantum Financial Planning Services Inc. Target Benefit Pension Plan | - | 0 | $109 | - | - |
| Quantum Planning & Investment Group Inc. 401K Profit-Sharing Plan and Trust | - | 8 | - | - | - |
| 2002 | 2 | 8 | $0 | $0 | - |
| Quantum Financial Planning Services Inc. Target Benefit Pension Plan | - | 8 | - | - | - |
| Quantum Planning & Investment Group Inc. 401K Profit-Sharing Plan and Trust | - | 8 | - | - | - |
| 2001 | 2 | 10 | $0 | $0 | - |
| Quantum Financial Planning Services Inc. Target Benefit Pension Plan | - | 9 | - | - | - |
| Quantum Planning & Investment Group Inc. 401K Profit-Sharing Plan and Trust | - | 10 | - | - | - |
| 2000 | 2 | 10 | $0 | $0 | - |
| Quantum Planning & Investment Group Inc. 401K Profit-Sharing Plan and Trust | - | 10 | - | - | - |
| Quantum Financial Planning Services Inc. Target Benefit Pension Plan | - | 9 | - | - | - |
| 1999 | 2 | 10 | $134,140 | $18,989 | $1,899iApproximate average salary by contribution assumption: employee only about $47,473 at 4% or $31,648 at 6%; with 50% employer match about $31,648 at 4% or $21,099 at 6%; with 100% employer match about $23,736 at 4% or $15,824 at 6%. |
| Quantum Planning & Investment Group Inc. 401K Profit-Sharing Plan and Trust | - | 10 | $134,140 | $18,989 | $1,899iApproximate average salary by contribution assumption: employee only about $47,473 at 4% or $31,648 at 6%; with 50% employer match about $31,648 at 4% or $21,099 at 6%; with 100% employer match about $23,736 at 4% or $15,824 at 6%. |
| Quantum Financial Planning Services Inc. Target Benefit Pension Plan | - | 9 | - | - | - |