Integrated Planning & Investments
Plan context: Integrated Planning & Investments 401(K) Plan
EIN 92-1431978 • Clovis, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$147,497
2025 Contributions
$45,981
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 | 2 | $147,497 | $45,981 | $22,991iApproximate average salary by contribution assumption: employee only about $574,763 at 4% or $383,175 at 6%; with 50% employer match about $383,175 at 4% or $255,450 at 6%; with 100% employer match about $287,381 at 4% or $191,588 at 6%. |
| Integrated Planning & Investments 401(K) Plan | - | 2 | $147,497 | $45,981 | $22,991iApproximate average salary by contribution assumption: employee only about $574,763 at 4% or $383,175 at 6%; with 50% employer match about $383,175 at 4% or $255,450 at 6%; with 100% employer match about $287,381 at 4% or $191,588 at 6%. |
| 2024 | 1 | 2 | $82,258 | $41,781 | $20,891iApproximate average salary by contribution assumption: employee only about $522,263 at 4% or $348,175 at 6%; with 50% employer match about $348,175 at 4% or $232,117 at 6%; with 100% employer match about $261,131 at 4% or $174,088 at 6%. |
| Integrated Planning & Investments 401(K) Plan | - | 2 | $82,258 | $41,781 | $20,891iApproximate average salary by contribution assumption: employee only about $522,263 at 4% or $348,175 at 6%; with 50% employer match about $348,175 at 4% or $232,117 at 6%; with 100% employer match about $261,131 at 4% or $174,088 at 6%. |
| 2023 | 1 | 2 | $31,236 | $30,500 | $15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%. |
| Integrated Planning & Investments 401(K) Plan | - | 2 | $31,236 | $30,500 | $15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%. |