Civic Intelligence

H & Y Planning Inc.

Plan context: H & Y Planning Inc. Defined Benefit Pension Plan

EIN 95-4079657 • Torrance, CA • 5 filings • 1 plans

2461 West 208th Street, Suite 203Torrance, CA 90501-6223
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$231,769

2018 Contributions

$60,000

Historical Graphs

Total Assets Over Time

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

$231,769$115,885$0201420162017YearValue
$231,769Latest year 2017

Participants Over Time

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

210201420162017YearValue
2Latest year 2017

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
201810$0$0-
H & Y Planning Inc. Defined Benefit Pension Plan-0$0$0-
201712$231,769$0-
H & Y Planning Inc. Defined Benefit Pension Plan-2$231,769$0-
201612$206,790$0-
H & Y Planning Inc. Defined Benefit Pension Plan-2$206,790$0-
201512$195,640$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
H & Y Planning Inc. Defined Benefit Pension Plan-2$195,640$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201412$140,000$140,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
H & Y Planning Inc. Defined Benefit Pension Plan-2$140,000$140,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.