Civic Intelligence

Planbase Inc

Plan context: Planbase Inc 401 K Profit Sharing Plan Trust

EIN 04-3465220 • Waltham, MA • 10 filings • 2 plans

260 Bear Hill RoadSuite 100Waltham, MA 02451
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,580,815

2025 Contributions

$174,204

Historical Graphs

Total Assets Over Time

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

$2,580,815$1,290,408$0201620212025YearValue
$2,580,815Latest year 2025

Participants Over Time

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

630201620212025YearValue
3Latest year 2025

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
202513$2,580,815$174,204$58,068iApproximate average salary by contribution assumption: employee only about $1,451,700 at 4% or $967,800 at 6%; with 50% employer match about $967,800 at 4% or $645,200 at 6%; with 100% employer match about $725,850 at 4% or $483,900 at 6%.
Planbase Inc 401 K Profit Sharing Plan Trust-3$2,580,815$174,204$58,068iApproximate average salary by contribution assumption: employee only about $1,451,700 at 4% or $967,800 at 6%; with 50% employer match about $967,800 at 4% or $645,200 at 6%; with 100% employer match about $725,850 at 4% or $483,900 at 6%.
202413$2,011,412$212,876$70,959iApproximate average salary by contribution assumption: employee only about $1,773,967 at 4% or $1,182,644 at 6%; with 50% employer match about $1,182,644 at 4% or $788,430 at 6%; with 100% employer match about $886,983 at 4% or $591,322 at 6%.
Planbase Inc 401 K Profit Sharing Plan Trust-3$2,011,412$212,876$70,959iApproximate average salary by contribution assumption: employee only about $1,773,967 at 4% or $1,182,644 at 6%; with 50% employer match about $1,182,644 at 4% or $788,430 at 6%; with 100% employer match about $886,983 at 4% or $591,322 at 6%.
202314$1,510,926$107,126$26,782iApproximate average salary by contribution assumption: employee only about $669,538 at 4% or $446,358 at 6%; with 50% employer match about $446,358 at 4% or $297,572 at 6%; with 100% employer match about $334,769 at 4% or $223,179 at 6%.
Planbase Inc 401 K Profit Sharing Plan Trust-4$1,510,926$107,126$26,782iApproximate average salary by contribution assumption: employee only about $669,538 at 4% or $446,358 at 6%; with 50% employer match about $446,358 at 4% or $297,572 at 6%; with 100% employer match about $334,769 at 4% or $223,179 at 6%.
202215$1,236,623$87,191$17,438iApproximate average salary by contribution assumption: employee only about $435,955 at 4% or $290,637 at 6%; with 50% employer match about $290,637 at 4% or $193,758 at 6%; with 100% employer match about $217,978 at 4% or $145,318 at 6%.
Planbase Inc 401 K Profit Sharing Plan Trust-5$1,236,623$87,191$17,438iApproximate average salary by contribution assumption: employee only about $435,955 at 4% or $290,637 at 6%; with 50% employer match about $290,637 at 4% or $193,758 at 6%; with 100% employer match about $217,978 at 4% or $145,318 at 6%.
202115$1,401,965$129,733$25,947iApproximate average salary by contribution assumption: employee only about $648,665 at 4% or $432,443 at 6%; with 50% employer match about $432,443 at 4% or $288,296 at 6%; with 100% employer match about $324,333 at 4% or $216,222 at 6%.
Planbase Inc 401 K Profit Sharing Plan Trust-5$1,401,965$129,733$25,947iApproximate average salary by contribution assumption: employee only about $648,665 at 4% or $432,443 at 6%; with 50% employer match about $432,443 at 4% or $288,296 at 6%; with 100% employer match about $324,333 at 4% or $216,222 at 6%.
202015$1,028,202$93,850$18,770iApproximate average salary by contribution assumption: employee only about $469,250 at 4% or $312,833 at 6%; with 50% employer match about $312,833 at 4% or $208,556 at 6%; with 100% employer match about $234,625 at 4% or $156,417 at 6%.
Planbase Inc 401 K Profit Sharing Plan Trust-5$1,028,202$93,850$18,770iApproximate average salary by contribution assumption: employee only about $469,250 at 4% or $312,833 at 6%; with 50% employer match about $312,833 at 4% or $208,556 at 6%; with 100% employer match about $234,625 at 4% or $156,417 at 6%.
201915$788,829$215,108$43,022iApproximate average salary by contribution assumption: employee only about $1,075,540 at 4% or $717,027 at 6%; with 50% employer match about $717,027 at 4% or $478,018 at 6%; with 100% employer match about $537,770 at 4% or $358,513 at 6%.
Planbase Inc 401 K Profit Sharing Plan Trust-5$788,829$215,108$43,022iApproximate average salary by contribution assumption: employee only about $1,075,540 at 4% or $717,027 at 6%; with 50% employer match about $717,027 at 4% or $478,018 at 6%; with 100% employer match about $537,770 at 4% or $358,513 at 6%.
201816$434,091$212,957$35,493iApproximate average salary by contribution assumption: employee only about $887,321 at 4% or $591,547 at 6%; with 50% employer match about $591,547 at 4% or $394,365 at 6%; with 100% employer match about $443,660 at 4% or $295,774 at 6%.
Planbase Inc 401 K Profit Sharing Plan Trust-6$434,091$212,957$35,493iApproximate average salary by contribution assumption: employee only about $887,321 at 4% or $591,547 at 6%; with 50% employer match about $591,547 at 4% or $394,365 at 6%; with 100% employer match about $443,660 at 4% or $295,774 at 6%.
201714$239,676$132,485$33,121iApproximate average salary by contribution assumption: employee only about $828,031 at 4% or $552,021 at 6%; with 50% employer match about $552,021 at 4% or $368,014 at 6%; with 100% employer match about $414,016 at 4% or $276,010 at 6%.
Planbase Inc 401 K Profit Sharing Plan Trust-4$239,676$132,485$33,121iApproximate average salary by contribution assumption: employee only about $828,031 at 4% or $552,021 at 6%; with 50% employer match about $552,021 at 4% or $368,014 at 6%; with 100% employer match about $414,016 at 4% or $276,010 at 6%.
201615$84,292$78,739$15,748iApproximate average salary by contribution assumption: employee only about $393,695 at 4% or $262,463 at 6%; with 50% employer match about $262,463 at 4% or $174,976 at 6%; with 100% employer match about $196,848 at 4% or $131,232 at 6%.
Planbase Inc 401 K Profit Sharing Plan Trust-5$84,292$78,739$15,748iApproximate average salary by contribution assumption: employee only about $393,695 at 4% or $262,463 at 6%; with 50% employer match about $262,463 at 4% or $174,976 at 6%; with 100% employer match about $196,848 at 4% or $131,232 at 6%.