Civic Intelligence

Professional Planning

Plan context: Professional Planning Defined Benefit Pension Plan

EIN 95-4373463 • Thousand Oaks, CA • 15 filings • 1 plans

100 East Thousand Oaks Blvd Ste 150Thousand Oaks, CA 91360
Current Snapshot

Latest Year

2013

2013 Participants

4

2013 Assets

$337,690

2013 Contributions

$17,305

Historical Graphs

Total Assets Over Time

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

$337,690$168,845$0199920072012YearValue
$337,690Latest year 2012

Participants Over Time

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

740199920062012YearValue
4Latest year 2012

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
201310$0$17,305-
Professional Planning Defined Benefit Pension Plan-0$0$17,305-
201214$337,690$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Professional Planning Defined Benefit Pension Plan-4$337,690$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201114$287,489$14,526$3,632iApproximate average salary by contribution assumption: employee only about $90,788 at 4% or $60,525 at 6%; with 50% employer match about $60,525 at 4% or $40,350 at 6%; with 100% employer match about $45,394 at 4% or $30,263 at 6%.
Professional Planning Defined Benefit Pension Plan-4$287,489$14,526$3,632iApproximate average salary by contribution assumption: employee only about $90,788 at 4% or $60,525 at 6%; with 50% employer match about $60,525 at 4% or $40,350 at 6%; with 100% employer match about $45,394 at 4% or $30,263 at 6%.
201015$288,633$8,902$1,780iApproximate average salary by contribution assumption: employee only about $44,510 at 4% or $29,673 at 6%; with 50% employer match about $29,673 at 4% or $19,782 at 6%; with 100% employer match about $22,255 at 4% or $14,837 at 6%.
Professional Planning Defined Benefit Pension Plan-5$288,633$8,902$1,780iApproximate average salary by contribution assumption: employee only about $44,510 at 4% or $29,673 at 6%; with 50% employer match about $29,673 at 4% or $19,782 at 6%; with 100% employer match about $22,255 at 4% or $14,837 at 6%.
200917$272,662$10,277$1,468iApproximate average salary by contribution assumption: employee only about $36,704 at 4% or $24,469 at 6%; with 50% employer match about $24,469 at 4% or $16,313 at 6%; with 100% employer match about $18,352 at 4% or $12,235 at 6%.
Professional Planning Defined Benefit Pension Plan-7$272,662$10,277$1,468iApproximate average salary by contribution assumption: employee only about $36,704 at 4% or $24,469 at 6%; with 50% employer match about $24,469 at 4% or $16,313 at 6%; with 100% employer match about $18,352 at 4% or $12,235 at 6%.
200815$228,322$0-
Professional Planning Defined Benefit Pension Plan-5$228,322--
200714$272,433$0-
Professional Planning Defined Benefit Pension Plan-4$272,433--
200614$241,569$13,801$3,450iApproximate average salary by contribution assumption: employee only about $86,256 at 4% or $57,504 at 6%; with 50% employer match about $57,504 at 4% or $38,336 at 6%; with 100% employer match about $43,128 at 4% or $28,752 at 6%.
Professional Planning Defined Benefit Pension Plan-4$241,569$13,801$3,450iApproximate average salary by contribution assumption: employee only about $86,256 at 4% or $57,504 at 6%; with 50% employer match about $57,504 at 4% or $38,336 at 6%; with 100% employer match about $43,128 at 4% or $28,752 at 6%.
200514$199,433$12,959$3,240iApproximate average salary by contribution assumption: employee only about $80,994 at 4% or $53,996 at 6%; with 50% employer match about $53,996 at 4% or $35,997 at 6%; with 100% employer match about $40,497 at 4% or $26,998 at 6%.
Professional Planning Defined Benefit Pension Plan-4$199,433$12,959$3,240iApproximate average salary by contribution assumption: employee only about $80,994 at 4% or $53,996 at 6%; with 50% employer match about $53,996 at 4% or $35,997 at 6%; with 100% employer match about $40,497 at 4% or $26,998 at 6%.
200415$179,392$12,577$2,515iApproximate average salary by contribution assumption: employee only about $62,885 at 4% or $41,923 at 6%; with 50% employer match about $41,923 at 4% or $27,949 at 6%; with 100% employer match about $31,443 at 4% or $20,962 at 6%.
Professional Planning Defined Benefit Pension Plan-5$179,392$12,577$2,515iApproximate average salary by contribution assumption: employee only about $62,885 at 4% or $41,923 at 6%; with 50% employer match about $41,923 at 4% or $27,949 at 6%; with 100% employer match about $31,443 at 4% or $20,962 at 6%.
200314$166,447$15,742$3,936iApproximate average salary by contribution assumption: employee only about $98,388 at 4% or $65,592 at 6%; with 50% employer match about $65,592 at 4% or $43,728 at 6%; with 100% employer match about $49,194 at 4% or $32,796 at 6%.
Professional Planning Defined Benefit Pension Plan-4$166,447$15,742$3,936iApproximate average salary by contribution assumption: employee only about $98,388 at 4% or $65,592 at 6%; with 50% employer match about $65,592 at 4% or $43,728 at 6%; with 100% employer match about $49,194 at 4% or $32,796 at 6%.
200215$0$0-
Professional Planning Defined Benefit Pension Plan-5---
200116$0$0-
Professional Planning Defined Benefit Pension Plan-6---
200015$139,051$82,653$16,531iApproximate average salary by contribution assumption: employee only about $413,265 at 4% or $275,510 at 6%; with 50% employer match about $275,510 at 4% or $183,673 at 6%; with 100% employer match about $206,632 at 4% or $137,755 at 6%.
Professional Planning Defined Benefit Pension Plan-5$139,051$82,653$16,531iApproximate average salary by contribution assumption: employee only about $413,265 at 4% or $275,510 at 6%; with 50% employer match about $275,510 at 4% or $183,673 at 6%; with 100% employer match about $206,632 at 4% or $137,755 at 6%.
199912$50,060$50,060$25,030iApproximate average salary by contribution assumption: employee only about $625,750 at 4% or $417,167 at 6%; with 50% employer match about $417,167 at 4% or $278,111 at 6%; with 100% employer match about $312,875 at 4% or $208,583 at 6%.
Professional Planning Defined Benefit Pension Plan-2$50,060$50,060$25,030iApproximate average salary by contribution assumption: employee only about $625,750 at 4% or $417,167 at 6%; with 50% employer match about $417,167 at 4% or $278,111 at 6%; with 100% employer match about $312,875 at 4% or $208,583 at 6%.