Emerald Coast Financial Planning
Plan context: Emerald Coast Financial Planning 401(K) Plan
EIN 92-1187827 • Panama City, FL • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$1,565,344
2025 Contributions
$131,326
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 | 4 | $1,565,344 | $131,326 | $32,832iApproximate average salary by contribution assumption: employee only about $820,788 at 4% or $547,192 at 6%; with 50% employer match about $547,192 at 4% or $364,794 at 6%; with 100% employer match about $410,394 at 4% or $273,596 at 6%. |
| Emerald Coast Financial Planning 401(K) Plan | - | 4 | $1,565,344 | $131,326 | $32,832iApproximate average salary by contribution assumption: employee only about $820,788 at 4% or $547,192 at 6%; with 50% employer match about $547,192 at 4% or $364,794 at 6%; with 100% employer match about $410,394 at 4% or $273,596 at 6%. |
| 2024 | 1 | 4 | $1,218,843 | $177,396 | $44,349iApproximate average salary by contribution assumption: employee only about $1,108,725 at 4% or $739,150 at 6%; with 50% employer match about $739,150 at 4% or $492,767 at 6%; with 100% employer match about $554,363 at 4% or $369,575 at 6%. |
| Emerald Coast Financial Planning 401(K) Plan | - | 4 | $1,218,843 | $177,396 | $44,349iApproximate average salary by contribution assumption: employee only about $1,108,725 at 4% or $739,150 at 6%; with 50% employer match about $739,150 at 4% or $492,767 at 6%; with 100% employer match about $554,363 at 4% or $369,575 at 6%. |
| 2023 | 1 | 4 | $876,535 | $822,505 | $205,626iApproximate average salary by contribution assumption: employee only about $5,140,656 at 4% or $3,427,104 at 6%; with 50% employer match about $3,427,104 at 4% or $2,284,736 at 6%; with 100% employer match about $2,570,328 at 4% or $1,713,552 at 6%. |
| Emerald Coast Financial Planning 401(K) Plan | - | 4 | $876,535 | $822,505 | $205,626iApproximate average salary by contribution assumption: employee only about $5,140,656 at 4% or $3,427,104 at 6%; with 50% employer match about $3,427,104 at 4% or $2,284,736 at 6%; with 100% employer match about $2,570,328 at 4% or $1,713,552 at 6%. |