Civic Intelligence

Capital Planning Services Corp.

Plan context: Capital Planning Services Corp. 401(K) Plan

EIN 23-2872074 • Center Valley, PA • 24 filings • 4 plans

4505 Saucon Creek RoadSuite 100Center Valley, PA 18034
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,092,135

2024 Contributions

$235,736

Historical Graphs

Total Assets Over Time

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

$3,092,135$1,546,068$0200120132024YearValue
$3,092,135Latest year 2024

Participants Over Time

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

1680200120132024YearValue
16Latest 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
2024116$3,092,135$235,736$14,734iApproximate average salary by contribution assumption: employee only about $368,338 at 4% or $245,558 at 6%; with 50% employer match about $245,558 at 4% or $163,706 at 6%; with 100% employer match about $184,169 at 4% or $122,779 at 6%.
Capital Planning Services Corp. 401(K) Plan-16$3,092,135$235,736$14,734iApproximate average salary by contribution assumption: employee only about $368,338 at 4% or $245,558 at 6%; with 50% employer match about $245,558 at 4% or $163,706 at 6%; with 100% employer match about $184,169 at 4% or $122,779 at 6%.
2023116$2,543,196$241,232$15,077iApproximate average salary by contribution assumption: employee only about $376,925 at 4% or $251,283 at 6%; with 50% employer match about $251,283 at 4% or $167,522 at 6%; with 100% employer match about $188,463 at 4% or $125,642 at 6%.
Capital Planning Services Corp. 401(K) Plan-16$2,543,196$241,232$15,077iApproximate average salary by contribution assumption: employee only about $376,925 at 4% or $251,283 at 6%; with 50% employer match about $251,283 at 4% or $167,522 at 6%; with 100% employer match about $188,463 at 4% or $125,642 at 6%.
2022116$1,823,845$244,450$15,278iApproximate average salary by contribution assumption: employee only about $381,953 at 4% or $254,635 at 6%; with 50% employer match about $254,635 at 4% or $169,757 at 6%; with 100% employer match about $190,977 at 4% or $127,318 at 6%.
Capital Planning Services Corp. 401(K) Plan-16$1,823,845$244,450$15,278iApproximate average salary by contribution assumption: employee only about $381,953 at 4% or $254,635 at 6%; with 50% employer match about $254,635 at 4% or $169,757 at 6%; with 100% employer match about $190,977 at 4% or $127,318 at 6%.
2021111$2,114,537$208,913$18,992iApproximate average salary by contribution assumption: employee only about $474,802 at 4% or $316,535 at 6%; with 50% employer match about $316,535 at 4% or $211,023 at 6%; with 100% employer match about $237,401 at 4% or $158,267 at 6%.
Capital Planning Services Corp. 401(K) Plan-11$2,114,537$208,913$18,992iApproximate average salary by contribution assumption: employee only about $474,802 at 4% or $316,535 at 6%; with 50% employer match about $316,535 at 4% or $211,023 at 6%; with 100% employer match about $237,401 at 4% or $158,267 at 6%.
2020112$1,655,948$224,637$18,720iApproximate average salary by contribution assumption: employee only about $467,994 at 4% or $311,996 at 6%; with 50% employer match about $311,996 at 4% or $207,997 at 6%; with 100% employer match about $233,997 at 4% or $155,998 at 6%.
Capital Planning Services Corp. 401(K) Plan-12$1,655,948$224,637$18,720iApproximate average salary by contribution assumption: employee only about $467,994 at 4% or $311,996 at 6%; with 50% employer match about $311,996 at 4% or $207,997 at 6%; with 100% employer match about $233,997 at 4% or $155,998 at 6%.
2019110$1,451,668$178,804$17,880iApproximate average salary by contribution assumption: employee only about $447,010 at 4% or $298,007 at 6%; with 50% employer match about $298,007 at 4% or $198,671 at 6%; with 100% employer match about $223,505 at 4% or $149,003 at 6%.
Capital Planning Services Corp. 401(K) Plan-10$1,451,668$178,804$17,880iApproximate average salary by contribution assumption: employee only about $447,010 at 4% or $298,007 at 6%; with 50% employer match about $298,007 at 4% or $198,671 at 6%; with 100% employer match about $223,505 at 4% or $149,003 at 6%.
201819$1,022,971$177,003$19,667iApproximate average salary by contribution assumption: employee only about $491,675 at 4% or $327,783 at 6%; with 50% employer match about $327,783 at 4% or $218,522 at 6%; with 100% employer match about $245,838 at 4% or $163,892 at 6%.
Capital Planning Services Corp. 401(K) Plan-9$1,022,971$177,003$19,667iApproximate average salary by contribution assumption: employee only about $491,675 at 4% or $327,783 at 6%; with 50% employer match about $327,783 at 4% or $218,522 at 6%; with 100% employer match about $245,838 at 4% or $163,892 at 6%.
2017110$971,084$155,326$15,533iApproximate average salary by contribution assumption: employee only about $388,315 at 4% or $258,877 at 6%; with 50% employer match about $258,877 at 4% or $172,584 at 6%; with 100% employer match about $194,158 at 4% or $129,438 at 6%.
Capital Planning Services Corp. 401(K) Plan-10$971,084$155,326$15,533iApproximate average salary by contribution assumption: employee only about $388,315 at 4% or $258,877 at 6%; with 50% employer match about $258,877 at 4% or $172,584 at 6%; with 100% employer match about $194,158 at 4% or $129,438 at 6%.
201619$664,201$133,428$14,825iApproximate average salary by contribution assumption: employee only about $370,633 at 4% or $247,089 at 6%; with 50% employer match about $247,089 at 4% or $164,726 at 6%; with 100% employer match about $185,317 at 4% or $123,544 at 6%.
Capital Planning Services Corp. 401(K) Plan-9$664,201$133,428$14,825iApproximate average salary by contribution assumption: employee only about $370,633 at 4% or $247,089 at 6%; with 50% employer match about $247,089 at 4% or $164,726 at 6%; with 100% employer match about $185,317 at 4% or $123,544 at 6%.
2015110$999,797$141,422$14,142iApproximate average salary by contribution assumption: employee only about $353,555 at 4% or $235,703 at 6%; with 50% employer match about $235,703 at 4% or $157,136 at 6%; with 100% employer match about $176,778 at 4% or $117,852 at 6%.
Capital Planning Services Corp. 401(K) Plan-10$999,797$141,422$14,142iApproximate average salary by contribution assumption: employee only about $353,555 at 4% or $235,703 at 6%; with 50% employer match about $235,703 at 4% or $157,136 at 6%; with 100% employer match about $176,778 at 4% or $117,852 at 6%.
201419$879,238$121,168$13,463iApproximate average salary by contribution assumption: employee only about $336,578 at 4% or $224,385 at 6%; with 50% employer match about $224,385 at 4% or $149,590 at 6%; with 100% employer match about $168,289 at 4% or $112,193 at 6%.
Capital Planning Services Corp. 401(K) Plan-9$879,238$121,168$13,463iApproximate average salary by contribution assumption: employee only about $336,578 at 4% or $224,385 at 6%; with 50% employer match about $224,385 at 4% or $149,590 at 6%; with 100% employer match about $168,289 at 4% or $112,193 at 6%.
201319$730,892$115,232$12,804iApproximate average salary by contribution assumption: employee only about $320,089 at 4% or $213,393 at 6%; with 50% employer match about $213,393 at 4% or $142,262 at 6%; with 100% employer match about $160,044 at 4% or $106,696 at 6%.
Capital Planning Services Corp. 401(K) Plan-9$730,892$115,232$12,804iApproximate average salary by contribution assumption: employee only about $320,089 at 4% or $213,393 at 6%; with 50% employer match about $213,393 at 4% or $142,262 at 6%; with 100% employer match about $160,044 at 4% or $106,696 at 6%.
201219$521,734$144,855$16,095iApproximate average salary by contribution assumption: employee only about $402,375 at 4% or $268,250 at 6%; with 50% employer match about $268,250 at 4% or $178,833 at 6%; with 100% employer match about $201,188 at 4% or $134,125 at 6%.
Capital Planning Services Corp. 401(K) Plan-9$521,734$144,855$16,095iApproximate average salary by contribution assumption: employee only about $402,375 at 4% or $268,250 at 6%; with 50% employer match about $268,250 at 4% or $178,833 at 6%; with 100% employer match about $201,188 at 4% or $134,125 at 6%.
201118$568,114$115,835$14,479iApproximate average salary by contribution assumption: employee only about $361,984 at 4% or $241,323 at 6%; with 50% employer match about $241,323 at 4% or $160,882 at 6%; with 100% employer match about $180,992 at 4% or $120,661 at 6%.
Capital Planning Services Corp. 401(K) Plan-8$568,114$115,835$14,479iApproximate average salary by contribution assumption: employee only about $361,984 at 4% or $241,323 at 6%; with 50% employer match about $241,323 at 4% or $160,882 at 6%; with 100% employer match about $180,992 at 4% or $120,661 at 6%.
201016$484,861$71,802$11,967iApproximate average salary by contribution assumption: employee only about $299,175 at 4% or $199,450 at 6%; with 50% employer match about $199,450 at 4% or $132,967 at 6%; with 100% employer match about $149,588 at 4% or $99,725 at 6%.
Capital Planning Services Corp. 401(K) Plan-6$484,861$71,802$11,967iApproximate average salary by contribution assumption: employee only about $299,175 at 4% or $199,450 at 6%; with 50% employer match about $199,450 at 4% or $132,967 at 6%; with 100% employer match about $149,588 at 4% or $99,725 at 6%.
200915$392,104$60,743$12,149iApproximate average salary by contribution assumption: employee only about $303,715 at 4% or $202,477 at 6%; with 50% employer match about $202,477 at 4% or $134,984 at 6%; with 100% employer match about $151,858 at 4% or $101,238 at 6%.
Capital Planning Services Corp. 401(K) Plan-5$392,104$60,743$12,149iApproximate average salary by contribution assumption: employee only about $303,715 at 4% or $202,477 at 6%; with 50% employer match about $202,477 at 4% or $134,984 at 6%; with 100% employer match about $151,858 at 4% or $101,238 at 6%.
200814$294,056$58,249$14,562iApproximate average salary by contribution assumption: employee only about $364,056 at 4% or $242,704 at 6%; with 50% employer match about $242,704 at 4% or $161,803 at 6%; with 100% employer match about $182,028 at 4% or $121,352 at 6%.
Capital Planning Services Corp. 401(K) Plan-4$294,056$58,249$14,562iApproximate average salary by contribution assumption: employee only about $364,056 at 4% or $242,704 at 6%; with 50% employer match about $242,704 at 4% or $161,803 at 6%; with 100% employer match about $182,028 at 4% or $121,352 at 6%.
200715$422,048$59,668$11,934iApproximate average salary by contribution assumption: employee only about $298,340 at 4% or $198,893 at 6%; with 50% employer match about $198,893 at 4% or $132,596 at 6%; with 100% employer match about $149,170 at 4% or $99,447 at 6%.
Capital Planning Services Corp. 401(K) Plan-5$422,048$59,668$11,934iApproximate average salary by contribution assumption: employee only about $298,340 at 4% or $198,893 at 6%; with 50% employer match about $198,893 at 4% or $132,596 at 6%; with 100% employer match about $149,170 at 4% or $99,447 at 6%.
200615$331,266$66,735$13,347iApproximate average salary by contribution assumption: employee only about $333,675 at 4% or $222,450 at 6%; with 50% employer match about $222,450 at 4% or $148,300 at 6%; with 100% employer match about $166,838 at 4% or $111,225 at 6%.
Capital Planning Services Corp. 401(K) Plan-5$331,266$66,735$13,347iApproximate average salary by contribution assumption: employee only about $333,675 at 4% or $222,450 at 6%; with 50% employer match about $222,450 at 4% or $148,300 at 6%; with 100% employer match about $166,838 at 4% or $111,225 at 6%.
200516$258,371$48,631$8,105iApproximate average salary by contribution assumption: employee only about $202,629 at 4% or $135,086 at 6%; with 50% employer match about $135,086 at 4% or $90,057 at 6%; with 100% employer match about $101,315 at 4% or $67,543 at 6%.
Capital Planning Services Corp. 401(K) Plan-6$258,371$48,631$8,105iApproximate average salary by contribution assumption: employee only about $202,629 at 4% or $135,086 at 6%; with 50% employer match about $135,086 at 4% or $90,057 at 6%; with 100% employer match about $101,315 at 4% or $67,543 at 6%.
200414$191,423$46,455$11,614iApproximate average salary by contribution assumption: employee only about $290,344 at 4% or $193,563 at 6%; with 50% employer match about $193,563 at 4% or $129,042 at 6%; with 100% employer match about $145,172 at 4% or $96,781 at 6%.
Capital Planning Services Corp. 401(K) Plan-4$191,423$46,455$11,614iApproximate average salary by contribution assumption: employee only about $290,344 at 4% or $193,563 at 6%; with 50% employer match about $193,563 at 4% or $129,042 at 6%; with 100% employer match about $145,172 at 4% or $96,781 at 6%.
200315$163,481$52,418$10,484iApproximate average salary by contribution assumption: employee only about $262,090 at 4% or $174,727 at 6%; with 50% employer match about $174,727 at 4% or $116,484 at 6%; with 100% employer match about $131,045 at 4% or $87,363 at 6%.
Capital Planning Services Corp. 401(K) Plan-5$163,481$52,418$10,484iApproximate average salary by contribution assumption: employee only about $262,090 at 4% or $174,727 at 6%; with 50% employer match about $174,727 at 4% or $116,484 at 6%; with 100% employer match about $131,045 at 4% or $87,363 at 6%.
200215$80,807$49,512$9,902iApproximate average salary by contribution assumption: employee only about $247,560 at 4% or $165,040 at 6%; with 50% employer match about $165,040 at 4% or $110,027 at 6%; with 100% employer match about $123,780 at 4% or $82,520 at 6%.
Capital Planning Services Corp. 401(K) Plan-5$80,807$49,512$9,902iApproximate average salary by contribution assumption: employee only about $247,560 at 4% or $165,040 at 6%; with 50% employer match about $165,040 at 4% or $110,027 at 6%; with 100% employer match about $123,780 at 4% or $82,520 at 6%.
200115$47,117$47,618$9,524iApproximate average salary by contribution assumption: employee only about $238,090 at 4% or $158,727 at 6%; with 50% employer match about $158,727 at 4% or $105,818 at 6%; with 100% employer match about $119,045 at 4% or $79,363 at 6%.
Capital Planning Services Corp. 401(K) Plan-5$47,117$47,618$9,524iApproximate average salary by contribution assumption: employee only about $238,090 at 4% or $158,727 at 6%; with 50% employer match about $158,727 at 4% or $105,818 at 6%; with 100% employer match about $119,045 at 4% or $79,363 at 6%.