Civic Intelligence

PROFESSIONAL PLANNING ASSOCIATES, INC.INC.

Plan context: Professional Planning Associates Inc. 401(K) Plan

EIN 23-2456861 • Philadelphia, PA • 20 filings • 2 plans

400 Market StreetSuite 360Philadelphia, PA 19106
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$2,247,161

2024 Contributions

$176,281

Historical Graphs

Total Assets Over Time

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

$2,247,161$1,123,581$0200520152024YearValue
$2,247,161Latest year 2024

Participants Over Time

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

1680200520152024YearValue
15Latest 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
2024115$2,247,161$176,281$11,752iApproximate average salary by contribution assumption: employee only about $293,802 at 4% or $195,868 at 6%; with 50% employer match about $195,868 at 4% or $130,579 at 6%; with 100% employer match about $146,901 at 4% or $97,934 at 6%.
Professional Planning Associates Inc. 401(K) Plan-15$2,247,161$176,281$11,752iApproximate average salary by contribution assumption: employee only about $293,802 at 4% or $195,868 at 6%; with 50% employer match about $195,868 at 4% or $130,579 at 6%; with 100% employer match about $146,901 at 4% or $97,934 at 6%.
2023114$1,825,332$175,926$12,566iApproximate average salary by contribution assumption: employee only about $314,154 at 4% or $209,436 at 6%; with 50% employer match about $209,436 at 4% or $139,624 at 6%; with 100% employer match about $157,077 at 4% or $104,718 at 6%.
Professional Planning Associates Inc. 401(K) Plan-14$1,825,332$175,926$12,566iApproximate average salary by contribution assumption: employee only about $314,154 at 4% or $209,436 at 6%; with 50% employer match about $209,436 at 4% or $139,624 at 6%; with 100% employer match about $157,077 at 4% or $104,718 at 6%.
2022116$1,489,783$171,504$10,719iApproximate average salary by contribution assumption: employee only about $267,975 at 4% or $178,650 at 6%; with 50% employer match about $178,650 at 4% or $119,100 at 6%; with 100% employer match about $133,988 at 4% or $89,325 at 6%.
Professional Planning Associates Inc. 401(K) Plan-16$1,489,783$171,504$10,719iApproximate average salary by contribution assumption: employee only about $267,975 at 4% or $178,650 at 6%; with 50% employer match about $178,650 at 4% or $119,100 at 6%; with 100% employer match about $133,988 at 4% or $89,325 at 6%.
2021115$1,831,971$185,026$12,335iApproximate average salary by contribution assumption: employee only about $308,377 at 4% or $205,584 at 6%; with 50% employer match about $205,584 at 4% or $137,056 at 6%; with 100% employer match about $154,188 at 4% or $102,792 at 6%.
Professional Planning Associates Inc. 401(K) Plan-15$1,831,971$185,026$12,335iApproximate average salary by contribution assumption: employee only about $308,377 at 4% or $205,584 at 6%; with 50% employer match about $205,584 at 4% or $137,056 at 6%; with 100% employer match about $154,188 at 4% or $102,792 at 6%.
2020115$1,430,740$141,801$9,453iApproximate average salary by contribution assumption: employee only about $236,335 at 4% or $157,557 at 6%; with 50% employer match about $157,557 at 4% or $105,038 at 6%; with 100% employer match about $118,168 at 4% or $78,778 at 6%.
Professional Planning Associates Inc. 401(K) Plan-15$1,430,740$141,801$9,453iApproximate average salary by contribution assumption: employee only about $236,335 at 4% or $157,557 at 6%; with 50% employer match about $157,557 at 4% or $105,038 at 6%; with 100% employer match about $118,168 at 4% or $78,778 at 6%.
2019114$1,104,382$203,749$14,554iApproximate average salary by contribution assumption: employee only about $363,838 at 4% or $242,558 at 6%; with 50% employer match about $242,558 at 4% or $161,706 at 6%; with 100% employer match about $181,919 at 4% or $121,279 at 6%.
Professional Planning Associates Inc. 401(K) Plan-14$1,104,382$203,749$14,554iApproximate average salary by contribution assumption: employee only about $363,838 at 4% or $242,558 at 6%; with 50% employer match about $242,558 at 4% or $161,706 at 6%; with 100% employer match about $181,919 at 4% or $121,279 at 6%.
2018115$715,724$84,710$5,647iApproximate average salary by contribution assumption: employee only about $141,183 at 4% or $94,122 at 6%; with 50% employer match about $94,122 at 4% or $62,748 at 6%; with 100% employer match about $70,592 at 4% or $47,061 at 6%.
Professional Planning Associates Inc. 401(K) Plan-15$715,724$84,710$5,647iApproximate average salary by contribution assumption: employee only about $141,183 at 4% or $94,122 at 6%; with 50% employer match about $94,122 at 4% or $62,748 at 6%; with 100% employer match about $70,592 at 4% or $47,061 at 6%.
2017113$693,495$90,383$6,953iApproximate average salary by contribution assumption: employee only about $173,813 at 4% or $115,876 at 6%; with 50% employer match about $115,876 at 4% or $77,250 at 6%; with 100% employer match about $86,907 at 4% or $57,938 at 6%.
Professional Planning Associates Inc. 401(K) Plan-13$693,495$90,383$6,953iApproximate average salary by contribution assumption: employee only about $173,813 at 4% or $115,876 at 6%; with 50% employer match about $115,876 at 4% or $77,250 at 6%; with 100% employer match about $86,907 at 4% or $57,938 at 6%.
2016115$779,948$56,193$3,746iApproximate average salary by contribution assumption: employee only about $93,655 at 4% or $62,437 at 6%; with 50% employer match about $62,437 at 4% or $41,624 at 6%; with 100% employer match about $46,828 at 4% or $31,218 at 6%.
Professional Planning Associates Inc. 401(K) Plan-15$779,948$56,193$3,746iApproximate average salary by contribution assumption: employee only about $93,655 at 4% or $62,437 at 6%; with 50% employer match about $62,437 at 4% or $41,624 at 6%; with 100% employer match about $46,828 at 4% or $31,218 at 6%.
2015113$685,158$61,849$4,758iApproximate average salary by contribution assumption: employee only about $118,940 at 4% or $79,294 at 6%; with 50% employer match about $79,294 at 4% or $52,862 at 6%; with 100% employer match about $59,470 at 4% or $39,647 at 6%.
Professional Planning Associates Inc. 401(K) Plan-13$685,158$61,849$4,758iApproximate average salary by contribution assumption: employee only about $118,940 at 4% or $79,294 at 6%; with 50% employer match about $79,294 at 4% or $52,862 at 6%; with 100% employer match about $59,470 at 4% or $39,647 at 6%.
2014112$648,940$40,435$3,370iApproximate average salary by contribution assumption: employee only about $84,240 at 4% or $56,160 at 6%; with 50% employer match about $56,160 at 4% or $37,440 at 6%; with 100% employer match about $42,120 at 4% or $28,080 at 6%.
Professional Planning Associates Inc. 401(K) Plan-12$648,940$40,435$3,370iApproximate average salary by contribution assumption: employee only about $84,240 at 4% or $56,160 at 6%; with 50% employer match about $56,160 at 4% or $37,440 at 6%; with 100% employer match about $42,120 at 4% or $28,080 at 6%.
2013112$564,983$30,865$2,572iApproximate average salary by contribution assumption: employee only about $64,302 at 4% or $42,868 at 6%; with 50% employer match about $42,868 at 4% or $28,579 at 6%; with 100% employer match about $32,151 at 4% or $21,434 at 6%.
Professional Planning Associates Inc. 401(K) Plan-12$564,983$30,865$2,572iApproximate average salary by contribution assumption: employee only about $64,302 at 4% or $42,868 at 6%; with 50% employer match about $42,868 at 4% or $28,579 at 6%; with 100% employer match about $32,151 at 4% or $21,434 at 6%.
2012113$497,509$48,242$3,711iApproximate average salary by contribution assumption: employee only about $92,773 at 4% or $61,849 at 6%; with 50% employer match about $61,849 at 4% or $41,232 at 6%; with 100% employer match about $46,387 at 4% or $30,924 at 6%.
Professional Planning Associates Inc. 401(K) Plan-13$497,509$48,242$3,711iApproximate average salary by contribution assumption: employee only about $92,773 at 4% or $61,849 at 6%; with 50% employer match about $61,849 at 4% or $41,232 at 6%; with 100% employer match about $46,387 at 4% or $30,924 at 6%.
2011112$395,762$39,744$3,312iApproximate average salary by contribution assumption: employee only about $82,800 at 4% or $55,200 at 6%; with 50% employer match about $55,200 at 4% or $36,800 at 6%; with 100% employer match about $41,400 at 4% or $27,600 at 6%.
Professional Planning Associates Inc. 401(K) Plan-12$395,762$39,744$3,312iApproximate average salary by contribution assumption: employee only about $82,800 at 4% or $55,200 at 6%; with 50% employer match about $55,200 at 4% or $36,800 at 6%; with 100% employer match about $41,400 at 4% or $27,600 at 6%.
2010111$383,276$39,158$3,560iApproximate average salary by contribution assumption: employee only about $88,995 at 4% or $59,330 at 6%; with 50% employer match about $59,330 at 4% or $39,554 at 6%; with 100% employer match about $44,498 at 4% or $29,665 at 6%.
Professional Planning Associates Inc. 401(K) Plan-11$383,276$39,158$3,560iApproximate average salary by contribution assumption: employee only about $88,995 at 4% or $59,330 at 6%; with 50% employer match about $59,330 at 4% or $39,554 at 6%; with 100% employer match about $44,498 at 4% or $29,665 at 6%.
2009110$295,521$46,444$4,644iApproximate average salary by contribution assumption: employee only about $116,110 at 4% or $77,407 at 6%; with 50% employer match about $77,407 at 4% or $51,604 at 6%; with 100% employer match about $58,055 at 4% or $38,703 at 6%.
Professional Planning Associates Inc. 401(K) Plan-10$295,521$46,444$4,644iApproximate average salary by contribution assumption: employee only about $116,110 at 4% or $77,407 at 6%; with 50% employer match about $77,407 at 4% or $51,604 at 6%; with 100% employer match about $58,055 at 4% or $38,703 at 6%.
200818$209,358$47,775$5,972iApproximate average salary by contribution assumption: employee only about $149,297 at 4% or $99,531 at 6%; with 50% employer match about $99,531 at 4% or $66,354 at 6%; with 100% employer match about $74,648 at 4% or $49,766 at 6%.
Professional Planning Associates Inc. 401(K) Plan-8$209,358$47,775$5,972iApproximate average salary by contribution assumption: employee only about $149,297 at 4% or $99,531 at 6%; with 50% employer match about $99,531 at 4% or $66,354 at 6%; with 100% employer match about $74,648 at 4% or $49,766 at 6%.
200718$0$0-
Professional Planning Associates Inc. 401(K) Plan-8---
200619$185,929$133,508$14,834iApproximate average salary by contribution assumption: employee only about $370,856 at 4% or $247,237 at 6%; with 50% employer match about $247,237 at 4% or $164,825 at 6%; with 100% employer match about $185,428 at 4% or $123,619 at 6%.
Professional Planning Associates Inc. 401(K) Plan-9$185,929$133,508$14,834iApproximate average salary by contribution assumption: employee only about $370,856 at 4% or $247,237 at 6%; with 50% employer match about $247,237 at 4% or $164,825 at 6%; with 100% employer match about $185,428 at 4% or $123,619 at 6%.
200517$36,362$34,794$4,971iApproximate average salary by contribution assumption: employee only about $124,264 at 4% or $82,843 at 6%; with 50% employer match about $82,843 at 4% or $55,229 at 6%; with 100% employer match about $62,132 at 4% or $41,421 at 6%.
Professional Planning Associates Inc. 401(K) Plan-7$36,362$34,794$4,971iApproximate average salary by contribution assumption: employee only about $124,264 at 4% or $82,843 at 6%; with 50% employer match about $82,843 at 4% or $55,229 at 6%; with 100% employer match about $62,132 at 4% or $41,421 at 6%.