Civic Intelligence

The Essential Planning Group Inc.

Plan context: The Essential Planning Group Inc. 401(K) Profit Sharing Plan

EIN 93-1111326 • Tigard, OR • 21 filings • 6 plans

8955 SW Commercial StreetTigard, OR 97223
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$1,833,869

2024 Contributions

$137,961

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,833,869$916,935$0200020162024YearValue
$1,833,869Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

24120200020152024YearValue
24Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024124$1,833,869$137,961$5,748iApproximate average salary by contribution assumption: employee only about $143,709 at 4% or $95,806 at 6%; with 50% employer match about $95,806 at 4% or $63,871 at 6%; with 100% employer match about $71,855 at 4% or $47,903 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-24$1,833,869$137,961$5,748iApproximate average salary by contribution assumption: employee only about $143,709 at 4% or $95,806 at 6%; with 50% employer match about $95,806 at 4% or $63,871 at 6%; with 100% employer match about $71,855 at 4% or $47,903 at 6%.
2023121$1,569,704$140,443$6,688iApproximate average salary by contribution assumption: employee only about $167,194 at 4% or $111,463 at 6%; with 50% employer match about $111,463 at 4% or $74,308 at 6%; with 100% employer match about $83,597 at 4% or $55,731 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-21$1,569,704$140,443$6,688iApproximate average salary by contribution assumption: employee only about $167,194 at 4% or $111,463 at 6%; with 50% employer match about $111,463 at 4% or $74,308 at 6%; with 100% employer match about $83,597 at 4% or $55,731 at 6%.
2022118$1,359,951$143,846$7,991iApproximate average salary by contribution assumption: employee only about $199,786 at 4% or $133,191 at 6%; with 50% employer match about $133,191 at 4% or $88,794 at 6%; with 100% employer match about $99,893 at 4% or $66,595 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-18$1,359,951$143,846$7,991iApproximate average salary by contribution assumption: employee only about $199,786 at 4% or $133,191 at 6%; with 50% employer match about $133,191 at 4% or $88,794 at 6%; with 100% employer match about $99,893 at 4% or $66,595 at 6%.
2021116$1,432,826$133,280$8,330iApproximate average salary by contribution assumption: employee only about $208,250 at 4% or $138,833 at 6%; with 50% employer match about $138,833 at 4% or $92,556 at 6%; with 100% employer match about $104,125 at 4% or $69,417 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-16$1,432,826$133,280$8,330iApproximate average salary by contribution assumption: employee only about $208,250 at 4% or $138,833 at 6%; with 50% employer match about $138,833 at 4% or $92,556 at 6%; with 100% employer match about $104,125 at 4% or $69,417 at 6%.
2020117$1,158,524$123,163$7,245iApproximate average salary by contribution assumption: employee only about $181,122 at 4% or $120,748 at 6%; with 50% employer match about $120,748 at 4% or $80,499 at 6%; with 100% employer match about $90,561 at 4% or $60,374 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-17$1,158,524$123,163$7,245iApproximate average salary by contribution assumption: employee only about $181,122 at 4% or $120,748 at 6%; with 50% employer match about $120,748 at 4% or $80,499 at 6%; with 100% employer match about $90,561 at 4% or $60,374 at 6%.
2019115$961,169$123,058$8,204iApproximate average salary by contribution assumption: employee only about $205,097 at 4% or $136,731 at 6%; with 50% employer match about $136,731 at 4% or $91,154 at 6%; with 100% employer match about $102,548 at 4% or $68,366 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-15$961,169$123,058$8,204iApproximate average salary by contribution assumption: employee only about $205,097 at 4% or $136,731 at 6%; with 50% employer match about $136,731 at 4% or $91,154 at 6%; with 100% employer match about $102,548 at 4% or $68,366 at 6%.
2018118$1,197,218$120,211$6,678iApproximate average salary by contribution assumption: employee only about $166,960 at 4% or $111,306 at 6%; with 50% employer match about $111,306 at 4% or $74,204 at 6%; with 100% employer match about $83,480 at 4% or $55,653 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-18$1,197,218$120,211$6,678iApproximate average salary by contribution assumption: employee only about $166,960 at 4% or $111,306 at 6%; with 50% employer match about $111,306 at 4% or $74,204 at 6%; with 100% employer match about $83,480 at 4% or $55,653 at 6%.
2017119$1,303,737$122,705$6,458iApproximate average salary by contribution assumption: employee only about $161,454 at 4% or $107,636 at 6%; with 50% employer match about $107,636 at 4% or $71,757 at 6%; with 100% employer match about $80,727 at 4% or $53,818 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-19$1,303,737$122,705$6,458iApproximate average salary by contribution assumption: employee only about $161,454 at 4% or $107,636 at 6%; with 50% employer match about $107,636 at 4% or $71,757 at 6%; with 100% employer match about $80,727 at 4% or $53,818 at 6%.
2016111$1,073,994$44,975$4,089iApproximate average salary by contribution assumption: employee only about $102,216 at 4% or $68,144 at 6%; with 50% employer match about $68,144 at 4% or $45,429 at 6%; with 100% employer match about $51,108 at 4% or $34,072 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-11$1,073,994$44,975$4,089iApproximate average salary by contribution assumption: employee only about $102,216 at 4% or $68,144 at 6%; with 50% employer match about $68,144 at 4% or $45,429 at 6%; with 100% employer match about $51,108 at 4% or $34,072 at 6%.
2015113$1,074,607$111,619$8,586iApproximate average salary by contribution assumption: employee only about $214,652 at 4% or $143,101 at 6%; with 50% employer match about $143,101 at 4% or $95,401 at 6%; with 100% employer match about $107,326 at 4% or $71,551 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-13$1,074,607$111,619$8,586iApproximate average salary by contribution assumption: employee only about $214,652 at 4% or $143,101 at 6%; with 50% employer match about $143,101 at 4% or $95,401 at 6%; with 100% employer match about $107,326 at 4% or $71,551 at 6%.
2014112$967,613$133,716$11,143iApproximate average salary by contribution assumption: employee only about $278,575 at 4% or $185,717 at 6%; with 50% employer match about $185,717 at 4% or $123,811 at 6%; with 100% employer match about $139,288 at 4% or $92,858 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-12$967,613$133,716$11,143iApproximate average salary by contribution assumption: employee only about $278,575 at 4% or $185,717 at 6%; with 50% employer match about $185,717 at 4% or $123,811 at 6%; with 100% employer match about $139,288 at 4% or $92,858 at 6%.
2013113$796,767$174,668$13,436iApproximate average salary by contribution assumption: employee only about $335,900 at 4% or $223,933 at 6%; with 50% employer match about $223,933 at 4% or $149,289 at 6%; with 100% employer match about $167,950 at 4% or $111,967 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-13$796,767$174,668$13,436iApproximate average salary by contribution assumption: employee only about $335,900 at 4% or $223,933 at 6%; with 50% employer match about $223,933 at 4% or $149,289 at 6%; with 100% employer match about $167,950 at 4% or $111,967 at 6%.
2012114$536,713$147,502$10,536iApproximate average salary by contribution assumption: employee only about $263,396 at 4% or $175,598 at 6%; with 50% employer match about $175,598 at 4% or $117,065 at 6%; with 100% employer match about $131,698 at 4% or $87,799 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-14$536,713$147,502$10,536iApproximate average salary by contribution assumption: employee only about $263,396 at 4% or $175,598 at 6%; with 50% employer match about $175,598 at 4% or $117,065 at 6%; with 100% employer match about $131,698 at 4% or $87,799 at 6%.
2011115$372,552$160,508$10,701iApproximate average salary by contribution assumption: employee only about $267,513 at 4% or $178,342 at 6%; with 50% employer match about $178,342 at 4% or $118,895 at 6%; with 100% employer match about $133,757 at 4% or $89,171 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-15$372,552$160,508$10,701iApproximate average salary by contribution assumption: employee only about $267,513 at 4% or $178,342 at 6%; with 50% employer match about $178,342 at 4% or $118,895 at 6%; with 100% employer match about $133,757 at 4% or $89,171 at 6%.
2010115$221,846$177,482$11,832iApproximate average salary by contribution assumption: employee only about $295,803 at 4% or $197,202 at 6%; with 50% employer match about $197,202 at 4% or $131,468 at 6%; with 100% employer match about $147,902 at 4% or $98,601 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-15$221,846$177,482$11,832iApproximate average salary by contribution assumption: employee only about $295,803 at 4% or $197,202 at 6%; with 50% employer match about $197,202 at 4% or $131,468 at 6%; with 100% employer match about $147,902 at 4% or $98,601 at 6%.
2009114$39,939$35,426$2,530iApproximate average salary by contribution assumption: employee only about $63,261 at 4% or $42,174 at 6%; with 50% employer match about $42,174 at 4% or $28,116 at 6%; with 100% employer match about $31,630 at 4% or $21,087 at 6%.
The Essential Planning Group Inc. 401(K) Profit Sharing Plan-14$39,939$35,426$2,530iApproximate average salary by contribution assumption: employee only about $63,261 at 4% or $42,174 at 6%; with 50% employer match about $42,174 at 4% or $28,116 at 6%; with 100% employer match about $31,630 at 4% or $21,087 at 6%.
200410$0$0-
Charter Management Associates Inc. Profit Sharing Plan-0---
200314$169,681$0-
Charter Management Associates Inc. Profit Sharing Plan-4$169,681--
200215$0$0-
Charter Management Associates Inc. Profit Sharing Plan-5---
200110$0$0-
Charter Management Associates Inc. Profit Sharing Plan-0---
200016$117,482$67,860$11,310iApproximate average salary by contribution assumption: employee only about $282,750 at 4% or $188,500 at 6%; with 50% employer match about $188,500 at 4% or $125,667 at 6%; with 100% employer match about $141,375 at 4% or $94,250 at 6%.
Charter Management Associates Inc. Profit Sharing Plan-6$117,482$67,860$11,310iApproximate average salary by contribution assumption: employee only about $282,750 at 4% or $188,500 at 6%; with 50% employer match about $188,500 at 4% or $125,667 at 6%; with 100% employer match about $141,375 at 4% or $94,250 at 6%.