Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$13,067,783
2024 Contributions
$647,986
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 | 2 | 16 | $13,067,783 | $647,986 | $40,499iApproximate average salary by contribution assumption: employee only about $1,012,478 at 4% or $674,985 at 6%; with 50% employer match about $674,985 at 4% or $449,990 at 6%; with 100% employer match about $506,239 at 4% or $337,493 at 6%. |
| Planahead LLC 401(K) Plan | - | 16 | $9,168,052 | $440,345 | $27,522iApproximate average salary by contribution assumption: employee only about $688,039 at 4% or $458,693 at 6%; with 50% employer match about $458,693 at 4% or $305,795 at 6%; with 100% employer match about $344,020 at 4% or $229,346 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 16 | $3,899,731 | $207,641 | $12,978iApproximate average salary by contribution assumption: employee only about $324,439 at 4% or $216,293 at 6%; with 50% employer match about $216,293 at 4% or $144,195 at 6%; with 100% employer match about $162,220 at 4% or $108,146 at 6%. |
| 2023 | 2 | 16 | $11,620,384 | $720,008 | $45,001iApproximate average salary by contribution assumption: employee only about $1,125,013 at 4% or $750,008 at 6%; with 50% employer match about $750,008 at 4% or $500,006 at 6%; with 100% employer match about $562,506 at 4% or $375,004 at 6%. |
| Planahead LLC 401(K) Plan | - | 16 | $7,950,319 | $332,445 | $20,778iApproximate average salary by contribution assumption: employee only about $519,445 at 4% or $346,297 at 6%; with 50% employer match about $346,297 at 4% or $230,865 at 6%; with 100% employer match about $259,723 at 4% or $173,148 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 16 | $3,670,065 | $387,563 | $24,223iApproximate average salary by contribution assumption: employee only about $605,567 at 4% or $403,711 at 6%; with 50% employer match about $403,711 at 4% or $269,141 at 6%; with 100% employer match about $302,784 at 4% or $201,856 at 6%. |
| 2022 | 2 | 17 | $9,723,008 | $674,722 | $39,690iApproximate average salary by contribution assumption: employee only about $992,238 at 4% or $661,492 at 6%; with 50% employer match about $661,492 at 4% or $440,995 at 6%; with 100% employer match about $496,119 at 4% or $330,746 at 6%. |
| Planahead LLC 401(K) Plan | - | 17 | $6,688,207 | $374,151 | $22,009iApproximate average salary by contribution assumption: employee only about $550,222 at 4% or $366,815 at 6%; with 50% employer match about $366,815 at 4% or $244,543 at 6%; with 100% employer match about $275,111 at 4% or $183,407 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 15 | $3,034,801 | $300,571 | $20,038iApproximate average salary by contribution assumption: employee only about $500,952 at 4% or $333,968 at 6%; with 50% employer match about $333,968 at 4% or $222,645 at 6%; with 100% employer match about $250,476 at 4% or $166,984 at 6%. |
| 2021 | 2 | 17 | $10,839,790 | $524,353 | $30,844iApproximate average salary by contribution assumption: employee only about $771,107 at 4% or $514,072 at 6%; with 50% employer match about $514,072 at 4% or $342,714 at 6%; with 100% employer match about $385,554 at 4% or $257,036 at 6%. |
| Planahead LLC 401(K) Plan | - | 17 | $7,921,016 | $336,558 | $19,798iApproximate average salary by contribution assumption: employee only about $494,938 at 4% or $329,959 at 6%; with 50% employer match about $329,959 at 4% or $219,973 at 6%; with 100% employer match about $247,469 at 4% or $164,979 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 15 | $2,918,774 | $187,795 | $12,520iApproximate average salary by contribution assumption: employee only about $312,992 at 4% or $208,661 at 6%; with 50% employer match about $208,661 at 4% or $139,107 at 6%; with 100% employer match about $156,496 at 4% or $104,331 at 6%. |
| 2020 | 2 | 16 | $9,870,627 | $453,289 | $28,331iApproximate average salary by contribution assumption: employee only about $708,264 at 4% or $472,176 at 6%; with 50% employer match about $472,176 at 4% or $314,784 at 6%; with 100% employer match about $354,132 at 4% or $236,088 at 6%. |
| Planahead LLC 401(K) Plan | - | 16 | $7,196,811 | $326,147 | $20,384iApproximate average salary by contribution assumption: employee only about $509,605 at 4% or $339,736 at 6%; with 50% employer match about $339,736 at 4% or $226,491 at 6%; with 100% employer match about $254,802 at 4% or $169,868 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 14 | $2,673,816 | $127,142 | $9,082iApproximate average salary by contribution assumption: employee only about $227,039 at 4% or $151,360 at 6%; with 50% employer match about $151,360 at 4% or $100,906 at 6%; with 100% employer match about $113,520 at 4% or $75,680 at 6%. |
| 2019 | 2 | 15 | $8,697,382 | $234,898 | $15,660iApproximate average salary by contribution assumption: employee only about $391,497 at 4% or $260,998 at 6%; with 50% employer match about $260,998 at 4% or $173,999 at 6%; with 100% employer match about $195,748 at 4% or $130,499 at 6%. |
| Planahead LLC 401(K) Plan | - | 15 | $6,265,708 | $234,898 | $15,660iApproximate average salary by contribution assumption: employee only about $391,497 at 4% or $260,998 at 6%; with 50% employer match about $260,998 at 4% or $173,999 at 6%; with 100% employer match about $195,748 at 4% or $130,499 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 14 | $2,431,674 | - | - |
| 2018 | 2 | 14 | $7,492,126 | $347,513 | $24,822iApproximate average salary by contribution assumption: employee only about $620,559 at 4% or $413,706 at 6%; with 50% employer match about $413,706 at 4% or $275,804 at 6%; with 100% employer match about $310,279 at 4% or $206,853 at 6%. |
| Planahead LLC 401(K) Plan | - | 14 | $5,322,135 | $331,762 | $23,697iApproximate average salary by contribution assumption: employee only about $592,432 at 4% or $394,955 at 6%; with 50% employer match about $394,955 at 4% or $263,303 at 6%; with 100% employer match about $296,216 at 4% or $197,477 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 14 | $2,169,991 | $15,751 | $1,125iApproximate average salary by contribution assumption: employee only about $28,127 at 4% or $18,751 at 6%; with 50% employer match about $18,751 at 4% or $12,501 at 6%; with 100% employer match about $14,063 at 4% or $9,376 at 6%. |
| 2017 | 2 | 14 | $7,519,205 | $731,001 | $52,214iApproximate average salary by contribution assumption: employee only about $1,305,359 at 4% or $870,239 at 6%; with 50% employer match about $870,239 at 4% or $580,160 at 6%; with 100% employer match about $652,679 at 4% or $435,120 at 6%. |
| Planahead LLC 401(K) Plan | - | 14 | $5,275,088 | $326,587 | $23,328iApproximate average salary by contribution assumption: employee only about $583,191 at 4% or $388,794 at 6%; with 50% employer match about $388,794 at 4% or $259,196 at 6%; with 100% employer match about $291,596 at 4% or $194,397 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 13 | $2,244,117 | $404,414 | $31,109iApproximate average salary by contribution assumption: employee only about $777,719 at 4% or $518,479 at 6%; with 50% employer match about $518,479 at 4% or $345,653 at 6%; with 100% employer match about $388,860 at 4% or $259,240 at 6%. |
| 2016 | 2 | 15 | $6,066,850 | $549,121 | $36,608iApproximate average salary by contribution assumption: employee only about $915,202 at 4% or $610,134 at 6%; with 50% employer match about $610,134 at 4% or $406,756 at 6%; with 100% employer match about $457,601 at 4% or $305,067 at 6%. |
| Planahead LLC 401(K) Plan | - | 15 | $4,279,069 | $316,582 | $21,105iApproximate average salary by contribution assumption: employee only about $527,637 at 4% or $351,758 at 6%; with 50% employer match about $351,758 at 4% or $234,505 at 6%; with 100% employer match about $263,818 at 4% or $175,879 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 14 | $1,787,781 | $232,539 | $16,610iApproximate average salary by contribution assumption: employee only about $415,248 at 4% or $276,832 at 6%; with 50% employer match about $276,832 at 4% or $184,555 at 6%; with 100% employer match about $207,624 at 4% or $138,416 at 6%. |
| 2015 | 2 | 15 | $5,254,922 | $447,363 | $29,824iApproximate average salary by contribution assumption: employee only about $745,605 at 4% or $497,070 at 6%; with 50% employer match about $497,070 at 4% or $331,380 at 6%; with 100% employer match about $372,803 at 4% or $248,535 at 6%. |
| Planahead LLC 401(K) Plan | - | 15 | $3,807,026 | $214,824 | $14,322iApproximate average salary by contribution assumption: employee only about $358,040 at 4% or $238,693 at 6%; with 50% employer match about $238,693 at 4% or $159,129 at 6%; with 100% employer match about $179,020 at 4% or $119,347 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 14 | $1,447,896 | $232,539 | $16,610iApproximate average salary by contribution assumption: employee only about $415,248 at 4% or $276,832 at 6%; with 50% employer match about $276,832 at 4% or $184,555 at 6%; with 100% employer match about $207,624 at 4% or $138,416 at 6%. |
| 2014 | 2 | 14 | $4,982,228 | $292,056 | $20,861iApproximate average salary by contribution assumption: employee only about $521,529 at 4% or $347,686 at 6%; with 50% employer match about $347,686 at 4% or $231,790 at 6%; with 100% employer match about $260,764 at 4% or $173,843 at 6%. |
| Planahead LLC 401(K) Plan | - | 14 | $3,677,708 | $281,988 | $20,142iApproximate average salary by contribution assumption: employee only about $503,550 at 4% or $335,700 at 6%; with 50% employer match about $335,700 at 4% or $223,800 at 6%; with 100% employer match about $251,775 at 4% or $167,850 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 13 | $1,304,520 | $10,068 | $774iApproximate average salary by contribution assumption: employee only about $19,362 at 4% or $12,908 at 6%; with 50% employer match about $12,908 at 4% or $8,605 at 6%; with 100% employer match about $9,681 at 4% or $6,454 at 6%. |
| 2013 | 2 | 16 | $4,654,875 | $218,853 | $13,678iApproximate average salary by contribution assumption: employee only about $341,958 at 4% or $227,972 at 6%; with 50% employer match about $227,972 at 4% or $151,981 at 6%; with 100% employer match about $170,979 at 4% or $113,986 at 6%. |
| Planahead LLC 401(K) Plan | - | 16 | $3,381,333 | $218,853 | $13,678iApproximate average salary by contribution assumption: employee only about $341,958 at 4% or $227,972 at 6%; with 50% employer match about $227,972 at 4% or $151,981 at 6%; with 100% employer match about $170,979 at 4% or $113,986 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 14 | $1,273,542 | - | - |
| 2012 | 2 | 16 | $4,207,425 | $263,172 | $16,448iApproximate average salary by contribution assumption: employee only about $411,206 at 4% or $274,138 at 6%; with 50% employer match about $274,138 at 4% or $182,758 at 6%; with 100% employer match about $205,603 at 4% or $137,069 at 6%. |
| Planahead LLC 401(K) Plan | - | 16 | $2,947,273 | $221,572 | $13,848iApproximate average salary by contribution assumption: employee only about $346,206 at 4% or $230,804 at 6%; with 50% employer match about $230,804 at 4% or $153,869 at 6%; with 100% employer match about $173,103 at 4% or $115,402 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 14 | $1,260,152 | $41,600 | $2,971iApproximate average salary by contribution assumption: employee only about $74,286 at 4% or $49,524 at 6%; with 50% employer match about $49,524 at 4% or $33,016 at 6%; with 100% employer match about $37,143 at 4% or $24,762 at 6%. |
| 2011 | 2 | 15 | $3,627,848 | $458,552 | $30,570iApproximate average salary by contribution assumption: employee only about $764,253 at 4% or $509,502 at 6%; with 50% employer match about $509,502 at 4% or $339,668 at 6%; with 100% employer match about $382,127 at 4% or $254,751 at 6%. |
| Planahead LLC 401(K) Plan | - | 15 | $2,485,637 | $301,413 | $20,094iApproximate average salary by contribution assumption: employee only about $502,355 at 4% or $334,903 at 6%; with 50% employer match about $334,903 at 4% or $223,269 at 6%; with 100% employer match about $251,178 at 4% or $167,452 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 15 | $1,142,211 | $157,139 | $10,476iApproximate average salary by contribution assumption: employee only about $261,898 at 4% or $174,599 at 6%; with 50% employer match about $174,599 at 4% or $116,399 at 6%; with 100% employer match about $130,949 at 4% or $87,299 at 6%. |
| 2010 | 2 | 14 | $3,316,321 | $447,029 | $31,931iApproximate average salary by contribution assumption: employee only about $798,266 at 4% or $532,177 at 6%; with 50% employer match about $532,177 at 4% or $354,785 at 6%; with 100% employer match about $399,133 at 4% or $266,089 at 6%. |
| Planahead LLC 401(K) Plan | - | 14 | $2,337,566 | $284,008 | $20,286iApproximate average salary by contribution assumption: employee only about $507,157 at 4% or $338,105 at 6%; with 50% employer match about $338,105 at 4% or $225,403 at 6%; with 100% employer match about $253,579 at 4% or $169,052 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 14 | $978,755 | $163,021 | $11,644iApproximate average salary by contribution assumption: employee only about $291,109 at 4% or $194,073 at 6%; with 50% employer match about $194,073 at 4% or $129,382 at 6%; with 100% employer match about $145,554 at 4% or $97,036 at 6%. |
| 2009 | 2 | 16 | $2,678,135 | $453,428 | $28,339iApproximate average salary by contribution assumption: employee only about $708,481 at 4% or $472,321 at 6%; with 50% employer match about $472,321 at 4% or $314,881 at 6%; with 100% employer match about $354,241 at 4% or $236,160 at 6%. |
| Planahead LLC 401(K) Plan | - | 16 | $1,885,601 | $313,428 | $19,589iApproximate average salary by contribution assumption: employee only about $489,731 at 4% or $326,488 at 6%; with 50% employer match about $326,488 at 4% or $217,658 at 6%; with 100% employer match about $244,866 at 4% or $163,244 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 15 | $792,534 | $140,000 | $9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%. |
| 2008 | 2 | 18 | $628,910 | $143,146 | $7,953iApproximate average salary by contribution assumption: employee only about $198,814 at 4% or $132,543 at 6%; with 50% employer match about $132,543 at 4% or $88,362 at 6%; with 100% employer match about $99,407 at 4% or $66,271 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 12 | $628,910 | $143,146 | $11,929iApproximate average salary by contribution assumption: employee only about $298,221 at 4% or $198,814 at 6%; with 50% employer match about $198,814 at 4% or $132,543 at 6%; with 100% employer match about $149,110 at 4% or $99,407 at 6%. |
| Planahead LLC 401(K) Plan | - | 18 | - | - | - |
| 2007 | 2 | 13 | $0 | $0 | - |
| Planahead LLC Defined Benefit Plan | - | 13 | - | - | - |
| Planahead LLC 401(K) Plan | - | 13 | - | - | - |
| 2006 | 2 | 16 | $1,519,930 | $388,131 | $24,258iApproximate average salary by contribution assumption: employee only about $606,455 at 4% or $404,303 at 6%; with 50% employer match about $404,303 at 4% or $269,535 at 6%; with 100% employer match about $303,227 at 4% or $202,152 at 6%. |
| Planahead LLC 401(K) Plan | - | 16 | $1,130,825 | $262,941 | $16,434iApproximate average salary by contribution assumption: employee only about $410,845 at 4% or $273,897 at 6%; with 50% employer match about $273,897 at 4% or $182,598 at 6%; with 100% employer match about $205,423 at 4% or $136,948 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 12 | $389,105 | $125,190 | $10,433iApproximate average salary by contribution assumption: employee only about $260,813 at 4% or $173,875 at 6%; with 50% employer match about $173,875 at 4% or $115,917 at 6%; with 100% employer match about $130,406 at 4% or $86,938 at 6%. |
| 2005 | 2 | 14 | $1,023,563 | $406,848 | $29,061iApproximate average salary by contribution assumption: employee only about $726,514 at 4% or $484,343 at 6%; with 50% employer match about $484,343 at 4% or $322,895 at 6%; with 100% employer match about $363,257 at 4% or $242,171 at 6%. |
| Planahead LLC 401(K) Plan | - | 14 | $771,009 | $277,780 | $19,841iApproximate average salary by contribution assumption: employee only about $496,036 at 4% or $330,690 at 6%; with 50% employer match about $330,690 at 4% or $220,460 at 6%; with 100% employer match about $248,018 at 4% or $165,345 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 11 | $252,554 | $129,068 | $11,733iApproximate average salary by contribution assumption: employee only about $293,336 at 4% or $195,558 at 6%; with 50% employer match about $195,558 at 4% or $130,372 at 6%; with 100% employer match about $146,668 at 4% or $97,779 at 6%. |
| 2004 | 2 | 11 | $559,373 | $483,848 | $43,986iApproximate average salary by contribution assumption: employee only about $1,099,655 at 4% or $733,103 at 6%; with 50% employer match about $733,103 at 4% or $488,735 at 6%; with 100% employer match about $549,827 at 4% or $366,552 at 6%. |
| Planahead LLC 401(K) Plan | - | 11 | $429,600 | $354,075 | $32,189iApproximate average salary by contribution assumption: employee only about $804,716 at 4% or $536,477 at 6%; with 50% employer match about $536,477 at 4% or $357,652 at 6%; with 100% employer match about $402,358 at 4% or $268,239 at 6%. |
| Planahead LLC Defined Benefit Plan | - | 9 | $129,773 | $129,773 | $14,419iApproximate average salary by contribution assumption: employee only about $360,481 at 4% or $240,320 at 6%; with 50% employer match about $240,320 at 4% or $160,214 at 6%; with 100% employer match about $180,240 at 4% or $120,160 at 6%. |
| 2003 | 1 | 10 | $67,253 | $63,246 | $6,325iApproximate average salary by contribution assumption: employee only about $158,115 at 4% or $105,410 at 6%; with 50% employer match about $105,410 at 4% or $70,273 at 6%; with 100% employer match about $79,058 at 4% or $52,705 at 6%. |
| Planahead LLC 401(K) Plan | - | 10 | $67,253 | $63,246 | $6,325iApproximate average salary by contribution assumption: employee only about $158,115 at 4% or $105,410 at 6%; with 50% employer match about $105,410 at 4% or $70,273 at 6%; with 100% employer match about $79,058 at 4% or $52,705 at 6%. |