Guidant Planning Inc.
Plan context: Guidant Planning Inc. Retirement Plan
EIN 95-4676959 • South Pasadena, CA • 19 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,320,080
2024 Contributions
$44,341
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $1,320,080 | $44,341 | $11,085iApproximate average salary by contribution assumption: employee only about $277,131 at 4% or $184,754 at 6%; with 50% employer match about $184,754 at 4% or $123,169 at 6%; with 100% employer match about $138,566 at 4% or $92,377 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 4 | $1,320,080 | $44,341 | $11,085iApproximate average salary by contribution assumption: employee only about $277,131 at 4% or $184,754 at 6%; with 50% employer match about $184,754 at 4% or $123,169 at 6%; with 100% employer match about $138,566 at 4% or $92,377 at 6%. |
| 2023 | 1 | 5 | $802,289 | $42,054 | $8,411iApproximate average salary by contribution assumption: employee only about $210,270 at 4% or $140,180 at 6%; with 50% employer match about $140,180 at 4% or $93,453 at 6%; with 100% employer match about $105,135 at 4% or $70,090 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 5 | $802,289 | $42,054 | $8,411iApproximate average salary by contribution assumption: employee only about $210,270 at 4% or $140,180 at 6%; with 50% employer match about $140,180 at 4% or $93,453 at 6%; with 100% employer match about $105,135 at 4% or $70,090 at 6%. |
| 2022 | 1 | 4 | $494,125 | $38,710 | $9,678iApproximate average salary by contribution assumption: employee only about $241,938 at 4% or $161,292 at 6%; with 50% employer match about $161,292 at 4% or $107,528 at 6%; with 100% employer match about $120,969 at 4% or $80,646 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 4 | $494,125 | $38,710 | $9,678iApproximate average salary by contribution assumption: employee only about $241,938 at 4% or $161,292 at 6%; with 50% employer match about $161,292 at 4% or $107,528 at 6%; with 100% employer match about $120,969 at 4% or $80,646 at 6%. |
| 2021 | 1 | 4 | $867,070 | $36,874 | $9,219iApproximate average salary by contribution assumption: employee only about $230,463 at 4% or $153,642 at 6%; with 50% employer match about $153,642 at 4% or $102,428 at 6%; with 100% employer match about $115,231 at 4% or $76,821 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 4 | $867,070 | $36,874 | $9,219iApproximate average salary by contribution assumption: employee only about $230,463 at 4% or $153,642 at 6%; with 50% employer match about $153,642 at 4% or $102,428 at 6%; with 100% employer match about $115,231 at 4% or $76,821 at 6%. |
| 2020 | 1 | 4 | $587,049 | $38,293 | $9,573iApproximate average salary by contribution assumption: employee only about $239,331 at 4% or $159,554 at 6%; with 50% employer match about $159,554 at 4% or $106,369 at 6%; with 100% employer match about $119,666 at 4% or $79,777 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 4 | $587,049 | $38,293 | $9,573iApproximate average salary by contribution assumption: employee only about $239,331 at 4% or $159,554 at 6%; with 50% employer match about $159,554 at 4% or $106,369 at 6%; with 100% employer match about $119,666 at 4% or $79,777 at 6%. |
| 2019 | 1 | 4 | $329,957 | $35,768 | $8,942iApproximate average salary by contribution assumption: employee only about $223,550 at 4% or $149,033 at 6%; with 50% employer match about $149,033 at 4% or $99,356 at 6%; with 100% employer match about $111,775 at 4% or $74,517 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 4 | $329,957 | $35,768 | $8,942iApproximate average salary by contribution assumption: employee only about $223,550 at 4% or $149,033 at 6%; with 50% employer match about $149,033 at 4% or $99,356 at 6%; with 100% employer match about $111,775 at 4% or $74,517 at 6%. |
| 2018 | 1 | 4 | $235,418 | $35,395 | $8,849iApproximate average salary by contribution assumption: employee only about $221,219 at 4% or $147,479 at 6%; with 50% employer match about $147,479 at 4% or $98,319 at 6%; with 100% employer match about $110,609 at 4% or $73,740 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 4 | $235,418 | $35,395 | $8,849iApproximate average salary by contribution assumption: employee only about $221,219 at 4% or $147,479 at 6%; with 50% employer match about $147,479 at 4% or $98,319 at 6%; with 100% employer match about $110,609 at 4% or $73,740 at 6%. |
| 2017 | 1 | 6 | $271,989 | $35,602 | $5,934iApproximate average salary by contribution assumption: employee only about $148,342 at 4% or $98,894 at 6%; with 50% employer match about $98,894 at 4% or $65,930 at 6%; with 100% employer match about $74,171 at 4% or $49,447 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 6 | $271,989 | $35,602 | $5,934iApproximate average salary by contribution assumption: employee only about $148,342 at 4% or $98,894 at 6%; with 50% employer match about $98,894 at 4% or $65,930 at 6%; with 100% employer match about $74,171 at 4% or $49,447 at 6%. |
| 2016 | 1 | 4 | $196,241 | $26,711 | $6,678iApproximate average salary by contribution assumption: employee only about $166,944 at 4% or $111,296 at 6%; with 50% employer match about $111,296 at 4% or $74,197 at 6%; with 100% employer match about $83,472 at 4% or $55,648 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 4 | $196,241 | $26,711 | $6,678iApproximate average salary by contribution assumption: employee only about $166,944 at 4% or $111,296 at 6%; with 50% employer match about $111,296 at 4% or $74,197 at 6%; with 100% employer match about $83,472 at 4% or $55,648 at 6%. |
| 2015 | 1 | 4 | $200,341 | $21,493 | $5,373iApproximate average salary by contribution assumption: employee only about $134,331 at 4% or $89,554 at 6%; with 50% employer match about $89,554 at 4% or $59,703 at 6%; with 100% employer match about $67,166 at 4% or $44,777 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 4 | $200,341 | $21,493 | $5,373iApproximate average salary by contribution assumption: employee only about $134,331 at 4% or $89,554 at 6%; with 50% employer match about $89,554 at 4% or $59,703 at 6%; with 100% employer match about $67,166 at 4% or $44,777 at 6%. |
| 2014 | 1 | 4 | $235,049 | $21,339 | $5,335iApproximate average salary by contribution assumption: employee only about $133,369 at 4% or $88,913 at 6%; with 50% employer match about $88,913 at 4% or $59,275 at 6%; with 100% employer match about $66,684 at 4% or $44,456 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 4 | $235,049 | $21,339 | $5,335iApproximate average salary by contribution assumption: employee only about $133,369 at 4% or $88,913 at 6%; with 50% employer match about $88,913 at 4% or $59,275 at 6%; with 100% employer match about $66,684 at 4% or $44,456 at 6%. |
| 2013 | 1 | 4 | $182,680 | $21,264 | $5,316iApproximate average salary by contribution assumption: employee only about $132,900 at 4% or $88,600 at 6%; with 50% employer match about $88,600 at 4% or $59,067 at 6%; with 100% employer match about $66,450 at 4% or $44,300 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 4 | $182,680 | $21,264 | $5,316iApproximate average salary by contribution assumption: employee only about $132,900 at 4% or $88,600 at 6%; with 50% employer match about $88,600 at 4% or $59,067 at 6%; with 100% employer match about $66,450 at 4% or $44,300 at 6%. |
| 2012 | 1 | 4 | $122,893 | $42,223 | $10,556iApproximate average salary by contribution assumption: employee only about $263,894 at 4% or $175,929 at 6%; with 50% employer match about $175,929 at 4% or $117,286 at 6%; with 100% employer match about $131,947 at 4% or $87,965 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 4 | $122,893 | $42,223 | $10,556iApproximate average salary by contribution assumption: employee only about $263,894 at 4% or $175,929 at 6%; with 50% employer match about $175,929 at 4% or $117,286 at 6%; with 100% employer match about $131,947 at 4% or $87,965 at 6%. |
| 2011 | 1 | 3 | $87,856 | $19,977 | $6,659iApproximate average salary by contribution assumption: employee only about $166,475 at 4% or $110,983 at 6%; with 50% employer match about $110,983 at 4% or $73,989 at 6%; with 100% employer match about $83,238 at 4% or $55,492 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 3 | $87,856 | $19,977 | $6,659iApproximate average salary by contribution assumption: employee only about $166,475 at 4% or $110,983 at 6%; with 50% employer match about $110,983 at 4% or $73,989 at 6%; with 100% employer match about $83,238 at 4% or $55,492 at 6%. |
| 2010 | 1 | 2 | $86,354 | $19,089 | $9,545iApproximate average salary by contribution assumption: employee only about $238,613 at 4% or $159,075 at 6%; with 50% employer match about $159,075 at 4% or $106,050 at 6%; with 100% employer match about $119,306 at 4% or $79,538 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 2 | $86,354 | $19,089 | $9,545iApproximate average salary by contribution assumption: employee only about $238,613 at 4% or $159,075 at 6%; with 50% employer match about $159,075 at 4% or $106,050 at 6%; with 100% employer match about $119,306 at 4% or $79,538 at 6%. |
| 2009 | 1 | 2 | $70,756 | $21,320 | $10,660iApproximate average salary by contribution assumption: employee only about $266,500 at 4% or $177,667 at 6%; with 50% employer match about $177,667 at 4% or $118,444 at 6%; with 100% employer match about $133,250 at 4% or $88,833 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 2 | $70,756 | $21,320 | $10,660iApproximate average salary by contribution assumption: employee only about $266,500 at 4% or $177,667 at 6%; with 50% employer match about $177,667 at 4% or $118,444 at 6%; with 100% employer match about $133,250 at 4% or $88,833 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Guidant Planning Inc. Retirement Plan | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Guidant Planning Inc. Retirement Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $17,266 | $17,266 | $8,633iApproximate average salary by contribution assumption: employee only about $215,825 at 4% or $143,883 at 6%; with 50% employer match about $143,883 at 4% or $95,922 at 6%; with 100% employer match about $107,913 at 4% or $71,942 at 6%. |
| Guidant Planning Inc. Retirement Plan | - | 2 | $17,266 | $17,266 | $8,633iApproximate average salary by contribution assumption: employee only about $215,825 at 4% or $143,883 at 6%; with 50% employer match about $143,883 at 4% or $95,922 at 6%; with 100% employer match about $107,913 at 4% or $71,942 at 6%. |