Civic Intelligence

Prosperity Planning Inc.

Plan context: Prosperity Planning Inc. 401(K) P/S Plan

EIN 20-0974003 • North Kansas City, MO • 20 filings • 2 plans

1920 Buchanan St.North Kansas City, MO 64116
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$2,720,252

2025 Contributions

$233,221

Historical Graphs

Total Assets Over Time

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

$2,720,252$1,360,126$0200620162025YearValue
$2,720,252Latest year 2025

Participants Over Time

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

1470200620162025YearValue
14Latest 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
2025114$2,720,252$233,221$16,659iApproximate average salary by contribution assumption: employee only about $416,466 at 4% or $277,644 at 6%; with 50% employer match about $277,644 at 4% or $185,096 at 6%; with 100% employer match about $208,233 at 4% or $138,822 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-14$2,720,252$233,221$16,659iApproximate average salary by contribution assumption: employee only about $416,466 at 4% or $277,644 at 6%; with 50% employer match about $277,644 at 4% or $185,096 at 6%; with 100% employer match about $208,233 at 4% or $138,822 at 6%.
2024114$2,102,225$193,805$13,843iApproximate average salary by contribution assumption: employee only about $346,080 at 4% or $230,720 at 6%; with 50% employer match about $230,720 at 4% or $153,813 at 6%; with 100% employer match about $173,040 at 4% or $115,360 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-14$2,102,225$193,805$13,843iApproximate average salary by contribution assumption: employee only about $346,080 at 4% or $230,720 at 6%; with 50% employer match about $230,720 at 4% or $153,813 at 6%; with 100% employer match about $173,040 at 4% or $115,360 at 6%.
2023113$1,724,829$160,225$12,325iApproximate average salary by contribution assumption: employee only about $308,125 at 4% or $205,417 at 6%; with 50% employer match about $205,417 at 4% or $136,944 at 6%; with 100% employer match about $154,063 at 4% or $102,708 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-13$1,724,829$160,225$12,325iApproximate average salary by contribution assumption: employee only about $308,125 at 4% or $205,417 at 6%; with 50% employer match about $205,417 at 4% or $136,944 at 6%; with 100% employer match about $154,063 at 4% or $102,708 at 6%.
2022112$1,780,582$167,869$13,989iApproximate average salary by contribution assumption: employee only about $349,727 at 4% or $233,151 at 6%; with 50% employer match about $233,151 at 4% or $155,434 at 6%; with 100% employer match about $174,864 at 4% or $116,576 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-12$1,780,582$167,869$13,989iApproximate average salary by contribution assumption: employee only about $349,727 at 4% or $233,151 at 6%; with 50% employer match about $233,151 at 4% or $155,434 at 6%; with 100% employer match about $174,864 at 4% or $116,576 at 6%.
2021111$2,018,562$164,339$14,940iApproximate average salary by contribution assumption: employee only about $373,498 at 4% or $248,998 at 6%; with 50% employer match about $248,998 at 4% or $165,999 at 6%; with 100% employer match about $186,749 at 4% or $124,499 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-11$2,018,562$164,339$14,940iApproximate average salary by contribution assumption: employee only about $373,498 at 4% or $248,998 at 6%; with 50% employer match about $248,998 at 4% or $165,999 at 6%; with 100% employer match about $186,749 at 4% or $124,499 at 6%.
2020111$1,659,885$148,589$13,508iApproximate average salary by contribution assumption: employee only about $337,702 at 4% or $225,135 at 6%; with 50% employer match about $225,135 at 4% or $150,090 at 6%; with 100% employer match about $168,851 at 4% or $112,567 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-11$1,659,885$148,589$13,508iApproximate average salary by contribution assumption: employee only about $337,702 at 4% or $225,135 at 6%; with 50% employer match about $225,135 at 4% or $150,090 at 6%; with 100% employer match about $168,851 at 4% or $112,567 at 6%.
2019111$1,382,788$123,750$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-11$1,382,788$123,750$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
201819$1,008,627$116,119$12,902iApproximate average salary by contribution assumption: employee only about $322,553 at 4% or $215,035 at 6%; with 50% employer match about $215,035 at 4% or $143,357 at 6%; with 100% employer match about $161,276 at 4% or $107,518 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-9$1,008,627$116,119$12,902iApproximate average salary by contribution assumption: employee only about $322,553 at 4% or $215,035 at 6%; with 50% employer match about $215,035 at 4% or $143,357 at 6%; with 100% employer match about $161,276 at 4% or $107,518 at 6%.
201718$997,904$278,043$34,755iApproximate average salary by contribution assumption: employee only about $868,884 at 4% or $579,256 at 6%; with 50% employer match about $579,256 at 4% or $386,171 at 6%; with 100% employer match about $434,442 at 4% or $289,628 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-8$997,904$278,043$34,755iApproximate average salary by contribution assumption: employee only about $868,884 at 4% or $579,256 at 6%; with 50% employer match about $579,256 at 4% or $386,171 at 6%; with 100% employer match about $434,442 at 4% or $289,628 at 6%.
201618$932,399$102,954$12,869iApproximate average salary by contribution assumption: employee only about $321,731 at 4% or $214,488 at 6%; with 50% employer match about $214,488 at 4% or $142,992 at 6%; with 100% employer match about $160,866 at 4% or $107,244 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-8$932,399$102,954$12,869iApproximate average salary by contribution assumption: employee only about $321,731 at 4% or $214,488 at 6%; with 50% employer match about $214,488 at 4% or $142,992 at 6%; with 100% employer match about $160,866 at 4% or $107,244 at 6%.
201518$782,451$98,122$12,265iApproximate average salary by contribution assumption: employee only about $306,631 at 4% or $204,421 at 6%; with 50% employer match about $204,421 at 4% or $136,281 at 6%; with 100% employer match about $153,316 at 4% or $102,210 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-8$782,451$98,122$12,265iApproximate average salary by contribution assumption: employee only about $306,631 at 4% or $204,421 at 6%; with 50% employer match about $204,421 at 4% or $136,281 at 6%; with 100% employer match about $153,316 at 4% or $102,210 at 6%.
201416$687,779$113,208$18,868iApproximate average salary by contribution assumption: employee only about $471,700 at 4% or $314,467 at 6%; with 50% employer match about $314,467 at 4% or $209,644 at 6%; with 100% employer match about $235,850 at 4% or $157,233 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-6$687,779$113,208$18,868iApproximate average salary by contribution assumption: employee only about $471,700 at 4% or $314,467 at 6%; with 50% employer match about $314,467 at 4% or $209,644 at 6%; with 100% employer match about $235,850 at 4% or $157,233 at 6%.
201316$558,242$81,320$13,553iApproximate average salary by contribution assumption: employee only about $338,833 at 4% or $225,889 at 6%; with 50% employer match about $225,889 at 4% or $150,593 at 6%; with 100% employer match about $169,417 at 4% or $112,944 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-6$558,242$81,320$13,553iApproximate average salary by contribution assumption: employee only about $338,833 at 4% or $225,889 at 6%; with 50% employer match about $225,889 at 4% or $150,593 at 6%; with 100% employer match about $169,417 at 4% or $112,944 at 6%.
201216$383,147$73,852$12,309iApproximate average salary by contribution assumption: employee only about $307,717 at 4% or $205,144 at 6%; with 50% employer match about $205,144 at 4% or $136,763 at 6%; with 100% employer match about $153,858 at 4% or $102,572 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-6$383,147$73,852$12,309iApproximate average salary by contribution assumption: employee only about $307,717 at 4% or $205,144 at 6%; with 50% employer match about $205,144 at 4% or $136,763 at 6%; with 100% employer match about $153,858 at 4% or $102,572 at 6%.
201115$260,430$64,953$12,991iApproximate average salary by contribution assumption: employee only about $324,765 at 4% or $216,510 at 6%; with 50% employer match about $216,510 at 4% or $144,340 at 6%; with 100% employer match about $162,383 at 4% or $108,255 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-5$260,430$64,953$12,991iApproximate average salary by contribution assumption: employee only about $324,765 at 4% or $216,510 at 6%; with 50% employer match about $216,510 at 4% or $144,340 at 6%; with 100% employer match about $162,383 at 4% or $108,255 at 6%.
201015$215,459$49,511$9,902iApproximate average salary by contribution assumption: employee only about $247,555 at 4% or $165,037 at 6%; with 50% employer match about $165,037 at 4% or $110,024 at 6%; with 100% employer match about $123,778 at 4% or $82,518 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-5$215,459$49,511$9,902iApproximate average salary by contribution assumption: employee only about $247,555 at 4% or $165,037 at 6%; with 50% employer match about $165,037 at 4% or $110,024 at 6%; with 100% employer match about $123,778 at 4% or $82,518 at 6%.
200915$139,498$40,959$8,192iApproximate average salary by contribution assumption: employee only about $204,795 at 4% or $136,530 at 6%; with 50% employer match about $136,530 at 4% or $91,020 at 6%; with 100% employer match about $102,398 at 4% or $68,265 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-5$139,498$40,959$8,192iApproximate average salary by contribution assumption: employee only about $204,795 at 4% or $136,530 at 6%; with 50% employer match about $136,530 at 4% or $91,020 at 6%; with 100% employer match about $102,398 at 4% or $68,265 at 6%.
200814$65,145$38,885$9,721iApproximate average salary by contribution assumption: employee only about $243,031 at 4% or $162,021 at 6%; with 50% employer match about $162,021 at 4% or $108,014 at 6%; with 100% employer match about $121,516 at 4% or $81,010 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-4$65,145$38,885$9,721iApproximate average salary by contribution assumption: employee only about $243,031 at 4% or $162,021 at 6%; with 50% employer match about $162,021 at 4% or $108,014 at 6%; with 100% employer match about $121,516 at 4% or $81,010 at 6%.
200714$60,584$37,194$9,299iApproximate average salary by contribution assumption: employee only about $232,463 at 4% or $154,975 at 6%; with 50% employer match about $154,975 at 4% or $103,317 at 6%; with 100% employer match about $116,231 at 4% or $77,488 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-4$60,584$37,194$9,299iApproximate average salary by contribution assumption: employee only about $232,463 at 4% or $154,975 at 6%; with 50% employer match about $154,975 at 4% or $103,317 at 6%; with 100% employer match about $116,231 at 4% or $77,488 at 6%.
200614$17,285$17,118$4,280iApproximate average salary by contribution assumption: employee only about $106,988 at 4% or $71,325 at 6%; with 50% employer match about $71,325 at 4% or $47,550 at 6%; with 100% employer match about $53,494 at 4% or $35,663 at 6%.
Prosperity Planning Inc. 401(K) P/S Plan-4$17,285$17,118$4,280iApproximate average salary by contribution assumption: employee only about $106,988 at 4% or $71,325 at 6%; with 50% employer match about $71,325 at 4% or $47,550 at 6%; with 100% employer match about $53,494 at 4% or $35,663 at 6%.