Civic Intelligence

Planners Two LLC

Plan context: Planners Two 401(K) Plan

EIN 20-1963888 • Worthington, OH • 22 filings • 4 plans

300 W. Wilson Bridge RoadSuite 320Worthington, OH 43085
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,244,517

2024 Contributions

$194,352

Historical Graphs

Total Assets Over Time

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

$2,244,517$1,122,259$0200620162024YearValue
$2,244,517Latest year 2024

Participants Over Time

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

840200620162024YearValue
8Latest year 2024

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
202428$2,244,517$194,352$24,294iApproximate average salary by contribution assumption: employee only about $607,350 at 4% or $404,900 at 6%; with 50% employer match about $404,900 at 4% or $269,933 at 6%; with 100% employer match about $303,675 at 4% or $202,450 at 6%.
Planners Two 401(K) Plan-8$2,241,632$139,061$17,383iApproximate average salary by contribution assumption: employee only about $434,566 at 4% or $289,710 at 6%; with 50% employer match about $289,710 at 4% or $193,140 at 6%; with 100% employer match about $217,283 at 4% or $144,855 at 6%.
PLANNERS II LLC SOCA BENEFIT PLAN-8$2,885$55,291$6,911iApproximate average salary by contribution assumption: employee only about $172,784 at 4% or $115,190 at 6%; with 50% employer match about $115,190 at 4% or $76,793 at 6%; with 100% employer match about $86,392 at 4% or $57,595 at 6%.
202327$1,801,638$162,125$23,161iApproximate average salary by contribution assumption: employee only about $579,018 at 4% or $386,012 at 6%; with 50% employer match about $386,012 at 4% or $257,341 at 6%; with 100% employer match about $289,509 at 4% or $193,006 at 6%.
Planners Two 401(K) Plan-7$1,798,919$114,465$16,352iApproximate average salary by contribution assumption: employee only about $408,804 at 4% or $272,536 at 6%; with 50% employer match about $272,536 at 4% or $181,690 at 6%; with 100% employer match about $204,402 at 4% or $136,268 at 6%.
PLANNERS II LLC SOCA BENEFIT PLAN-5$2,719$47,660$9,532iApproximate average salary by contribution assumption: employee only about $238,300 at 4% or $158,867 at 6%; with 50% employer match about $158,867 at 4% or $105,911 at 6%; with 100% employer match about $119,150 at 4% or $79,433 at 6%.
202227$1,421,826$172,008$24,573iApproximate average salary by contribution assumption: employee only about $614,314 at 4% or $409,543 at 6%; with 50% employer match about $409,543 at 4% or $273,029 at 6%; with 100% employer match about $307,157 at 4% or $204,771 at 6%.
Planners Two 401(K) Plan-7$1,419,702$130,841$18,692iApproximate average salary by contribution assumption: employee only about $467,289 at 4% or $311,526 at 6%; with 50% employer match about $311,526 at 4% or $207,684 at 6%; with 100% employer match about $233,645 at 4% or $155,763 at 6%.
PLANNERS II LLC SOCA BENEFIT PLAN-5$2,124$41,167$8,233iApproximate average salary by contribution assumption: employee only about $205,835 at 4% or $137,223 at 6%; with 50% employer match about $137,223 at 4% or $91,482 at 6%; with 100% employer match about $102,918 at 4% or $68,612 at 6%.
202127$1,566,388$154,114$22,016iApproximate average salary by contribution assumption: employee only about $550,407 at 4% or $366,938 at 6%; with 50% employer match about $366,938 at 4% or $244,625 at 6%; with 100% employer match about $275,204 at 4% or $183,469 at 6%.
Planners Two 401(K) Plan-7$1,565,675$123,453$17,636iApproximate average salary by contribution assumption: employee only about $440,904 at 4% or $293,936 at 6%; with 50% employer match about $293,936 at 4% or $195,957 at 6%; with 100% employer match about $220,452 at 4% or $146,968 at 6%.
PLANNERS II LLC SOCA BENEFIT PLAN-5$713$30,661$6,132iApproximate average salary by contribution assumption: employee only about $153,305 at 4% or $102,203 at 6%; with 50% employer match about $102,203 at 4% or $68,136 at 6%; with 100% employer match about $76,653 at 4% or $51,102 at 6%.
202016$1,389,332$235,556$39,259iApproximate average salary by contribution assumption: employee only about $981,483 at 4% or $654,322 at 6%; with 50% employer match about $654,322 at 4% or $436,215 at 6%; with 100% employer match about $490,742 at 4% or $327,161 at 6%.
Planners Two 401(K) Plan-6$1,389,332$235,556$39,259iApproximate average salary by contribution assumption: employee only about $981,483 at 4% or $654,322 at 6%; with 50% employer match about $654,322 at 4% or $436,215 at 6%; with 100% employer match about $490,742 at 4% or $327,161 at 6%.
201915$1,025,974$84,309$16,862iApproximate average salary by contribution assumption: employee only about $421,545 at 4% or $281,030 at 6%; with 50% employer match about $281,030 at 4% or $187,353 at 6%; with 100% employer match about $210,773 at 4% or $140,515 at 6%.
Planners Two 401(K) Plan-5$1,025,974$84,309$16,862iApproximate average salary by contribution assumption: employee only about $421,545 at 4% or $281,030 at 6%; with 50% employer match about $281,030 at 4% or $187,353 at 6%; with 100% employer match about $210,773 at 4% or $140,515 at 6%.
201815$758,010$83,623$16,725iApproximate average salary by contribution assumption: employee only about $418,115 at 4% or $278,743 at 6%; with 50% employer match about $278,743 at 4% or $185,829 at 6%; with 100% employer match about $209,057 at 4% or $139,372 at 6%.
Planners Two 401(K) Plan-5$758,010$83,623$16,725iApproximate average salary by contribution assumption: employee only about $418,115 at 4% or $278,743 at 6%; with 50% employer match about $278,743 at 4% or $185,829 at 6%; with 100% employer match about $209,057 at 4% or $139,372 at 6%.
201714$756,212$73,389$18,347iApproximate average salary by contribution assumption: employee only about $458,681 at 4% or $305,788 at 6%; with 50% employer match about $305,788 at 4% or $203,858 at 6%; with 100% employer match about $229,341 at 4% or $152,894 at 6%.
Planners Two 401(K) Plan-4$756,212$73,389$18,347iApproximate average salary by contribution assumption: employee only about $458,681 at 4% or $305,788 at 6%; with 50% employer match about $305,788 at 4% or $203,858 at 6%; with 100% employer match about $229,341 at 4% or $152,894 at 6%.
201615$590,006$72,610$14,522iApproximate average salary by contribution assumption: employee only about $363,050 at 4% or $242,033 at 6%; with 50% employer match about $242,033 at 4% or $161,356 at 6%; with 100% employer match about $181,525 at 4% or $121,017 at 6%.
Planners Two 401(K) Plan-5$590,006$72,610$14,522iApproximate average salary by contribution assumption: employee only about $363,050 at 4% or $242,033 at 6%; with 50% employer match about $242,033 at 4% or $161,356 at 6%; with 100% employer match about $181,525 at 4% or $121,017 at 6%.
201514$452,605$52,727$13,182iApproximate average salary by contribution assumption: employee only about $329,544 at 4% or $219,696 at 6%; with 50% employer match about $219,696 at 4% or $146,464 at 6%; with 100% employer match about $164,772 at 4% or $109,848 at 6%.
Planners Two 401(K) Plan-4$452,605$52,727$13,182iApproximate average salary by contribution assumption: employee only about $329,544 at 4% or $219,696 at 6%; with 50% employer match about $219,696 at 4% or $146,464 at 6%; with 100% employer match about $164,772 at 4% or $109,848 at 6%.
201414$437,978$40,150$10,038iApproximate average salary by contribution assumption: employee only about $250,938 at 4% or $167,292 at 6%; with 50% employer match about $167,292 at 4% or $111,528 at 6%; with 100% employer match about $125,469 at 4% or $83,646 at 6%.
Planners Two 401(K) Plan-4$437,978$40,150$10,038iApproximate average salary by contribution assumption: employee only about $250,938 at 4% or $167,292 at 6%; with 50% employer match about $167,292 at 4% or $111,528 at 6%; with 100% employer match about $125,469 at 4% or $83,646 at 6%.
201315$423,188$84,722$16,944iApproximate average salary by contribution assumption: employee only about $423,610 at 4% or $282,407 at 6%; with 50% employer match about $282,407 at 4% or $188,271 at 6%; with 100% employer match about $211,805 at 4% or $141,203 at 6%.
Planners Two 401(K) Plan-5$423,188$84,722$16,944iApproximate average salary by contribution assumption: employee only about $423,610 at 4% or $282,407 at 6%; with 50% employer match about $282,407 at 4% or $188,271 at 6%; with 100% employer match about $211,805 at 4% or $141,203 at 6%.
201215$287,784$11,420$2,284iApproximate average salary by contribution assumption: employee only about $57,100 at 4% or $38,067 at 6%; with 50% employer match about $38,067 at 4% or $25,378 at 6%; with 100% employer match about $28,550 at 4% or $19,033 at 6%.
Planners Two 401(K) Plan-5$287,784$11,420$2,284iApproximate average salary by contribution assumption: employee only about $57,100 at 4% or $38,067 at 6%; with 50% employer match about $38,067 at 4% or $25,378 at 6%; with 100% employer match about $28,550 at 4% or $19,033 at 6%.
201017$292,448$53,896$7,699iApproximate average salary by contribution assumption: employee only about $192,486 at 4% or $128,324 at 6%; with 50% employer match about $128,324 at 4% or $85,549 at 6%; with 100% employer match about $96,243 at 4% or $64,162 at 6%.
Planners Two 401K Plan-7$292,448$53,896$7,699iApproximate average salary by contribution assumption: employee only about $192,486 at 4% or $128,324 at 6%; with 50% employer match about $128,324 at 4% or $85,549 at 6%; with 100% employer match about $96,243 at 4% or $64,162 at 6%.
200917$197,567$69,549$9,936iApproximate average salary by contribution assumption: employee only about $248,389 at 4% or $165,593 at 6%; with 50% employer match about $165,593 at 4% or $110,395 at 6%; with 100% employer match about $124,195 at 4% or $82,796 at 6%.
Planners Two 401K Plan-7$197,567$69,549$9,936iApproximate average salary by contribution assumption: employee only about $248,389 at 4% or $165,593 at 6%; with 50% employer match about $165,593 at 4% or $110,395 at 6%; with 100% employer match about $124,195 at 4% or $82,796 at 6%.
200816$90,168$58,492$9,749iApproximate average salary by contribution assumption: employee only about $243,717 at 4% or $162,478 at 6%; with 50% employer match about $162,478 at 4% or $108,319 at 6%; with 100% employer match about $121,858 at 4% or $81,239 at 6%.
Planners Two 401K Plan-6$90,168$58,492$9,749iApproximate average salary by contribution assumption: employee only about $243,717 at 4% or $162,478 at 6%; with 50% employer match about $162,478 at 4% or $108,319 at 6%; with 100% employer match about $121,858 at 4% or $81,239 at 6%.
200716$73,494$43,597$7,266iApproximate average salary by contribution assumption: employee only about $181,654 at 4% or $121,103 at 6%; with 50% employer match about $121,103 at 4% or $80,735 at 6%; with 100% employer match about $90,827 at 4% or $60,551 at 6%.
Planners Two 401K Plan-6$73,494$43,597$7,266iApproximate average salary by contribution assumption: employee only about $181,654 at 4% or $121,103 at 6%; with 50% employer match about $121,103 at 4% or $80,735 at 6%; with 100% employer match about $90,827 at 4% or $60,551 at 6%.
200618$28,432$27,634$3,454iApproximate average salary by contribution assumption: employee only about $86,356 at 4% or $57,571 at 6%; with 50% employer match about $57,571 at 4% or $38,381 at 6%; with 100% employer match about $43,178 at 4% or $28,785 at 6%.
Planners Two 401K Plan-8$28,432$27,634$3,454iApproximate average salary by contribution assumption: employee only about $86,356 at 4% or $57,571 at 6%; with 50% employer match about $57,571 at 4% or $38,381 at 6%; with 100% employer match about $43,178 at 4% or $28,785 at 6%.