EFFECTIVE PLANNING INNOVATIVE COMMUNICATIONS, INC.
Plan context: 403(B) THRIFT PLAN OF EFFECTIVE PLANNING AND INNOVATIVE COMMUNICATION, INC.
EIN 99-0333370 • Honolulu, HI • 19 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
88
2024 Assets
$5,490,337
2024 Contributions
$384,941
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 | 88 | $5,490,337 | $384,941 | $4,374iApproximate average salary by contribution assumption: employee only about $109,358 at 4% or $72,905 at 6%; with 50% employer match about $72,905 at 4% or $48,604 at 6%; with 100% employer match about $54,679 at 4% or $36,453 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING AND INNOVATIVE COMMUNICATION, INC. | - | 88 | $5,490,337 | $384,941 | $4,374iApproximate average salary by contribution assumption: employee only about $109,358 at 4% or $72,905 at 6%; with 50% employer match about $72,905 at 4% or $48,604 at 6%; with 100% employer match about $54,679 at 4% or $36,453 at 6%. |
| 2023 | 1 | 90 | $4,711,093 | $361,986 | $4,022iApproximate average salary by contribution assumption: employee only about $100,552 at 4% or $67,034 at 6%; with 50% employer match about $67,034 at 4% or $44,690 at 6%; with 100% employer match about $50,276 at 4% or $33,517 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING AND INNOVATIVE COMMUNICATION, INC. | - | 90 | $4,711,093 | $361,986 | $4,022iApproximate average salary by contribution assumption: employee only about $100,552 at 4% or $67,034 at 6%; with 50% employer match about $67,034 at 4% or $44,690 at 6%; with 100% employer match about $50,276 at 4% or $33,517 at 6%. |
| 2022 | 1 | 63 | $4,149,690 | $342,066 | $5,430iApproximate average salary by contribution assumption: employee only about $135,740 at 4% or $90,494 at 6%; with 50% employer match about $90,494 at 4% or $60,329 at 6%; with 100% employer match about $67,870 at 4% or $45,247 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING AND INNOVATIVE COMMUNICATION, INC. | - | 63 | $4,149,690 | $342,066 | $5,430iApproximate average salary by contribution assumption: employee only about $135,740 at 4% or $90,494 at 6%; with 50% employer match about $90,494 at 4% or $60,329 at 6%; with 100% employer match about $67,870 at 4% or $45,247 at 6%. |
| 2021 | 1 | 93 | $3,427,783 | $303,411 | $3,262iApproximate average salary by contribution assumption: employee only about $81,562 at 4% or $54,375 at 6%; with 50% employer match about $54,375 at 4% or $36,250 at 6%; with 100% employer match about $40,781 at 4% or $27,187 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING AND INNOVATIVE COMMUNICATION, INC. (EPIC) | - | 93 | $3,427,783 | $303,411 | $3,262iApproximate average salary by contribution assumption: employee only about $81,562 at 4% or $54,375 at 6%; with 50% employer match about $54,375 at 4% or $36,250 at 6%; with 100% employer match about $40,781 at 4% or $27,187 at 6%. |
| 2020 | 1 | 93 | $4,020,746 | $284,094 | $3,055iApproximate average salary by contribution assumption: employee only about $76,369 at 4% or $50,913 at 6%; with 50% employer match about $50,913 at 4% or $33,942 at 6%; with 100% employer match about $38,185 at 4% or $25,456 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING AND INNOVATIVE COMMUNICATION, INC. (EPIC) | - | 93 | $4,020,746 | $284,094 | $3,055iApproximate average salary by contribution assumption: employee only about $76,369 at 4% or $50,913 at 6%; with 50% employer match about $50,913 at 4% or $33,942 at 6%; with 100% employer match about $38,185 at 4% or $25,456 at 6%. |
| 2019 | 1 | 94 | $2,884,849 | $280,812 | $2,987iApproximate average salary by contribution assumption: employee only about $74,684 at 4% or $49,789 at 6%; with 50% employer match about $49,789 at 4% or $33,193 at 6%; with 100% employer match about $37,342 at 4% or $24,895 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATION, INC. | - | 94 | $2,884,849 | $280,812 | $2,987iApproximate average salary by contribution assumption: employee only about $74,684 at 4% or $49,789 at 6%; with 50% employer match about $49,789 at 4% or $33,193 at 6%; with 100% employer match about $37,342 at 4% or $24,895 at 6%. |
| 2018 | 1 | 93 | $2,640,969 | $266,297 | $2,863iApproximate average salary by contribution assumption: employee only about $71,585 at 4% or $47,723 at 6%; with 50% employer match about $47,723 at 4% or $31,816 at 6%; with 100% employer match about $35,793 at 4% or $23,862 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATION, INC. | - | 93 | $2,640,969 | $266,297 | $2,863iApproximate average salary by contribution assumption: employee only about $71,585 at 4% or $47,723 at 6%; with 50% employer match about $47,723 at 4% or $31,816 at 6%; with 100% employer match about $35,793 at 4% or $23,862 at 6%. |
| 2017 | 1 | 85 | $2,428,727 | $451,803 | $5,315iApproximate average salary by contribution assumption: employee only about $132,883 at 4% or $88,589 at 6%; with 50% employer match about $88,589 at 4% or $59,059 at 6%; with 100% employer match about $66,442 at 4% or $44,294 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATION, INC. | - | 85 | $2,428,727 | $451,803 | $5,315iApproximate average salary by contribution assumption: employee only about $132,883 at 4% or $88,589 at 6%; with 50% employer match about $88,589 at 4% or $59,059 at 6%; with 100% employer match about $66,442 at 4% or $44,294 at 6%. |
| 2016 | 1 | 81 | $2,074,603 | $239,081 | $2,952iApproximate average salary by contribution assumption: employee only about $73,790 at 4% or $49,194 at 6%; with 50% employer match about $49,194 at 4% or $32,796 at 6%; with 100% employer match about $36,895 at 4% or $24,597 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATION, INC | - | 81 | $2,074,603 | $239,081 | $2,952iApproximate average salary by contribution assumption: employee only about $73,790 at 4% or $49,194 at 6%; with 50% employer match about $49,194 at 4% or $32,796 at 6%; with 100% employer match about $36,895 at 4% or $24,597 at 6%. |
| 2015 | 1 | 79 | $1,962,851 | $276,035 | $3,494iApproximate average salary by contribution assumption: employee only about $87,353 at 4% or $58,235 at 6%; with 50% employer match about $58,235 at 4% or $38,823 at 6%; with 100% employer match about $43,676 at 4% or $29,118 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATION, INC. | - | 79 | $1,962,851 | $276,035 | $3,494iApproximate average salary by contribution assumption: employee only about $87,353 at 4% or $58,235 at 6%; with 50% employer match about $58,235 at 4% or $38,823 at 6%; with 100% employer match about $43,676 at 4% or $29,118 at 6%. |
| 2014 | 1 | 68 | $1,752,157 | $446,411 | $6,565iApproximate average salary by contribution assumption: employee only about $164,122 at 4% or $109,414 at 6%; with 50% employer match about $109,414 at 4% or $72,943 at 6%; with 100% employer match about $82,061 at 4% or $54,707 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATION, INC. | - | 68 | $1,752,157 | $446,411 | $6,565iApproximate average salary by contribution assumption: employee only about $164,122 at 4% or $109,414 at 6%; with 50% employer match about $109,414 at 4% or $72,943 at 6%; with 100% employer match about $82,061 at 4% or $54,707 at 6%. |
| 2013 | 1 | 57 | $1,324,586 | $158,272 | $2,777iApproximate average salary by contribution assumption: employee only about $69,418 at 4% or $46,278 at 6%; with 50% employer match about $46,278 at 4% or $30,852 at 6%; with 100% employer match about $34,709 at 4% or $23,139 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATION, INC. | - | 57 | $1,324,586 | $158,272 | $2,777iApproximate average salary by contribution assumption: employee only about $69,418 at 4% or $46,278 at 6%; with 50% employer match about $46,278 at 4% or $30,852 at 6%; with 100% employer match about $34,709 at 4% or $23,139 at 6%. |
| 2012 | 1 | 57 | $1,058,814 | $173,338 | $3,041iApproximate average salary by contribution assumption: employee only about $76,025 at 4% or $50,684 at 6%; with 50% employer match about $50,684 at 4% or $33,789 at 6%; with 100% employer match about $38,013 at 4% or $25,342 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATION, INC. | - | 57 | $1,058,814 | $173,338 | $3,041iApproximate average salary by contribution assumption: employee only about $76,025 at 4% or $50,684 at 6%; with 50% employer match about $50,684 at 4% or $33,789 at 6%; with 100% employer match about $38,013 at 4% or $25,342 at 6%. |
| 2011 | 1 | 53 | $985,276 | $178,498 | $3,368iApproximate average salary by contribution assumption: employee only about $84,197 at 4% or $56,131 at 6%; with 50% employer match about $56,131 at 4% or $37,421 at 6%; with 100% employer match about $42,099 at 4% or $28,066 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATIONS, INC | - | 53 | $985,276 | $178,498 | $3,368iApproximate average salary by contribution assumption: employee only about $84,197 at 4% or $56,131 at 6%; with 50% employer match about $56,131 at 4% or $37,421 at 6%; with 100% employer match about $42,099 at 4% or $28,066 at 6%. |
| 2010 | 1 | 45 | $899,935 | $170,842 | $3,796iApproximate average salary by contribution assumption: employee only about $94,912 at 4% or $63,275 at 6%; with 50% employer match about $63,275 at 4% or $42,183 at 6%; with 100% employer match about $47,456 at 4% or $31,637 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATIONS, INC | - | 45 | $899,935 | $170,842 | $3,796iApproximate average salary by contribution assumption: employee only about $94,912 at 4% or $63,275 at 6%; with 50% employer match about $63,275 at 4% or $42,183 at 6%; with 100% employer match about $47,456 at 4% or $31,637 at 6%. |
| 2009 | 1 | 44 | $625,202 | $155,788 | $3,541iApproximate average salary by contribution assumption: employee only about $88,516 at 4% or $59,011 at 6%; with 50% employer match about $59,011 at 4% or $39,340 at 6%; with 100% employer match about $44,258 at 4% or $29,505 at 6%. |
| 403(B) THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATIONS, INC | - | 44 | $625,202 | $155,788 | $3,541iApproximate average salary by contribution assumption: employee only about $88,516 at 4% or $59,011 at 6%; with 50% employer match about $59,011 at 4% or $39,340 at 6%; with 100% employer match about $44,258 at 4% or $29,505 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| 403B THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATIONS, INC. | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| 403B THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATIONS, INC. | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| 403B THRIFT PLAN OF EFFECTIVE PLANNING INNOVATIVE COMMUNICATIONS, INC. | - | 0 | - | - | - |